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Dcf

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Matching slides 412
Current window 31-60
Pages 14
Rows per page 30
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31-60 of 412

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Includes a memo section on implied forward PF OIBDA multiples and a text summary regarding the impact of NOLs on enterprise value.Time Warner Inc. (TWX) · Lazard
Activist deck Activist investor 1 hit
305
Includes footnotes (a), (b), and (c) detailing adjustments and asset valuations.Time Warner Inc. (TWX) · Lazard
Activist deck Activist investor 1 hit
310
Page 285 from a Lazard valuation report; contains detailed financial assumptions and sensitivity matrices.Time Warner Inc. (TWX) · Lazard
Activist deck Activist investor 1 hit
311
Includes detailed financial projections from 2005PF to 2010PF and sensitivity tables for Enterprise Value.Time Warner Inc. (TWX) · Lazard
Activist deck Activist investor 1 hit
316
Includes a box-and-whisker style chart for valuation ranges.Time Warner Inc. (TWX) · Lazard
Activist deck Activist investor 1 hit
320
Includes chapter header 'CHAPTER 4: VALUATION' and page number '295'.Time Warner Inc. (TWX) · Lazard
Activist deck Activist investor 1 hit
336
Includes detailed footnotes defining financial metrics used in the calculation.Time Warner Inc. (TWX) · Lazard
Activist deck Activist investor 1 hit
97
Page number B-5 indicates this is an appendix slide.CONSOL Energy (CNX) · David Einhorn
Conference presentation Activist investor 1 hit
98
Base Case scenario, values in $M unless otherwise noted.CONSOL Energy (CNX) · David Einhorn
Conference presentation Activist investor 1 hit
99
Page number B-7 indicates this is an appendix slide.CONSOL Energy (CNX) · David Einhorn
Conference presentation Activist investor 1 hit
100
Includes CONSOL's Pennsylvania Operations segment (Bailey, Enlow Fork, and Harvey Mines).CONSOL Energy (CNX) · David Einhorn
Conference presentation Activist investor 1 hit
101
C-2CONSOL Energy (CNX) · David Einhorn
Conference presentation Activist investor 1 hit
102
Base Case scenario, figures in $M unless otherwise noted.CONSOL Energy (CNX) · David Einhorn
Conference presentation Activist investor 1 hit
103
Base case scenario in $M.CONSOL Energy (CNX) · David Einhorn
Conference presentation Activist investor 1 hit
104
Includes details on commodity pricing, production volumes, operating costs, and WACC calculation references.CONSOL Energy (CNX) · David Einhorn
Conference presentation Activist investor 1 hit
105
D-2 footer indicates this is an appendix page.CONSOL Energy (CNX) · David Einhorn
Conference presentation Activist investor 1 hit
106
Base Case scenario; values in $M unless otherwise noted.CONSOL Energy (CNX) · David Einhorn
Conference presentation Activist investor 1 hit
107
Page D-4CONSOL Energy (CNX) · David Einhorn
Conference presentation Activist investor 1 hit
54
The slide uses a skeptical tone to contrast market expectations with technical realities.New Pacific Metals (NUAG) · Nathan Anderson
Conference presentation Short seller 1 hit
84
Detailed financial model with footnotes explaining adjustments for currency, tax, and specific asset acquisitions.American Tower (AMT) · Carson C. Block
Research note Short seller 1 hit
108
Includes a specific formula for Country Total Equity Risk Premium and a table of WACC inputs for 10 countries.American Tower (AMT) · Carson C. Block
Research note Short seller 1 hit
17
The slide critiques S&P's lease accounting methodology and details the sum-of-the-parts valuation approach for Casino's assets.Groupe Casino Guichard-Perrachon SA (CO FP) · Carson C. Block
Research note Short seller 1 hit
121
The slide presents a waterfall-style recovery analysis for unsecured creditors based on varying discount rates and time horizons.Olam International Ltd. (SGX:O32) · Carson Block
Research note Short seller Beat · The Victory1 hit
28
Includes a line chart for revenue segments, a list of DCF assumptions, a data table for EPS/Revenue metrics, and a bar chart for Adj. EPS change.St. Jude Medical (STJ) · Carson C. Block
Research note Short seller Loop · Cost Of Inaction1 hit
20
Includes a specific callout regarding a 2006 Goldman Sachs valuation of the Kukui'ula project.Alexander & Baldwin (ALEX); GenCorp (GY); Brookfield Residential Properties (BRP) · Marcato Capital Management
Conference presentation Activist investor 1 hit
10
Includes a valuation bridge for SE's 50% stake and a peer comparison table for NGL Midstream companies.Spectra Energy Corp (SE) · Sandell Asset Management
Activist deck Activist investor Beat · Solution1 hit
35
Includes valuation metrics and historical/forecasted production data.Teck Resources (TECK) · David Einhorn
Conference presentation Activist investor Beat · SolutionLoop · Hypothesis Test1 hit
58
The table highlights the $4.50/lb copper price point, which corresponds to the current forward curve.Teck Resources (TECK) · David Einhorn
Conference presentation Activist investor Beat · Solution1 hit
61
The slide provides a transparent view of the inputs for a DCF model, including commodity price assumptions and cost of capital parameters.Teck Resources (TECK) · David Einhorn
Conference presentation Activist investor Beat · Solution1 hit
48
Uses a two-part table structure to show valuation of credits and the subsequent impact on balance sheet leverage.Rio Tinto (RIO) · Palliser
Activist deck Activist investor Beat · Solution (Provide relief)1 hit