Blackwells Capital
shareholder responsiveness | Blackwells Capital
Company
Deck Type
Sector
Industry
Deck date
March 2024
Slide
45 of 101
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shareholder engagement process or lack thereof is indicative of poor governance why did bob and the board invite nelson to meet in person three years ago to hear his views on and barely give him the same opportunity three years later in our view shareholder engagement process has been among the worst if not the worst of all the companies we have interacted with it important for shareholders to know that yen has a constructive with on and bob bob about his views on the company in started a discussion with bob about the challenges and opportunities facing the company and requested a board seat for nelson shortly after our conversation the board abruptly fired bob and since me rejected nelson for a boar seat fat in an prior to turning down hearing us out in every engagement where has asked for board we were invited to | Trian Partners
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why is here today is the global scale brands inimitable parks monetize its intellectual property for these reasons we believe the company is well positioned and can leverage the flywheel to unrivaled a however recent share over year year year and year periods shares are currently trading at an year low operating performance has deteriorated including a decline in since we believe that current investor sentiment on is low reflecting the hard truth that is in crisis and faces many challenges that weigh on the company investment while we acknowledge that like we pivot to streaming we that and need to be addressed media is a experience investing in and serving on the board of directors of blue chip companies and working collaboratively with management teams and boards to optimize corporate governance strategy operations and capital allocation we recognize that is undergoing a lot of change quickly and are not to fight the addition of qualified together with board mem | Trian Partners
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nelson only novel ideas demonstrate his lack of we already have in motion the vast majority of nelson nelson has no plan at all for page plan a dangerous plan or a plan that is already executing these statements business plan that is the role of management has never said that it wants to creativity this is a red herring nelson on the board sends a message that creativity is being to the contrary recognizes that flywheel spins when is producing exceptional content wants to reignite creative engine so that can reclaim its leadership position at the box office and drive growth in other businesses like direct to consumer entertainment parks resorts and consumer products suggestion for a board led page that said seems to be implying that the board should have no role in or oversight of the creative process we disagree | Trian Partners
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