Elliott Management Activist Presentation Deck
May 2017, 39 slides
  1. Elliott Management
  2. BHP
  3. Activist Presentation Decks
calling a halt to chronic at | Elliott Management
important information | Elliott Management
reaffirming the clear value enhancement opportunity | Elliott Management
table of contents executive summary at optimizing the value of petroleum businesses unifying and returning excess capital conclusion | Elliott Management
executive summary at optimizing the value of petroleum businesses unifying and returning excess capital conclusion | Elliott Management
management value destructive moves have contributed to the company significant | Elliott Management
rather than take positive and steps to improve performance management prefers the status quo i | Elliott Management
initiate an in depth open and truly independent review of petroleum business | Elliott Management
unifying and returning excess capital | Elliott Management
executive summary at optimizing the value of petroleum businesses unifying and returning excess capital conclusion | Elliott Management
ongoing despite best in class assets | Elliott Management
ongoing despite best in class assets | Elliott Management
ongoing despite best in class assets | Elliott Management
executive summary at optimizing the value of petroleum businesses unifying and returning excess capital conclusion | Elliott Management
there is extremely broad and deep rooted shareholder support for to review its entire petroleum strategy tor | Elliott Management
us onshore a painful case study of value destruction | Elliott Management
clear value destruction through failed petroleum investment | Elliott Management
current management have yet to acknowledge that they are not the right custodians of the us onshore assets | Elliott Management
petroleum offers no real operational synergies or risk diversification | Elliott Management
does not operate the vast majority of its petroleum assets how can petroleum assets be considered core to the company portfolio if they only operate of the business unit assets lease aln | Elliott Management
value remains obscured and management attempts to improve investor understanding are not the solution | Elliott Management
our proposed solution unlocking the latent value of petroleum business via a full or partial | Elliott Management
our interactions with a significant quorum of other shareholders holding shares worth tens of billions of us have revealed extremely broad and deep rooted support for pro active steps to be taken by management to achieve an optimal value outcome for petroleum business following an in depth open and timely independent review with full disclosure of the review results come hake | Elliott Management
executive summary at optimizing the value of petroleum businesses unifying and returning excess capital conclusion | Elliott Management
there is strong shareholder support for to return excess capital to shareholders with those returns optimized through unification | Elliott Management
has sufficient capacity to return excess capital to shareholders without disrupting the balance sheet or future growth | Elliott Management
returning excess capital to shareholders will not put the balance sheet at risk | Elliott Management
share clear scope for to improve | Elliott Management
management appears to be exaggerating the potential costs of unification | Elliott Management
us billion unification costs estimate is fundamentally flawed misleading and ignores the clear benefits of unification uss | Elliott Management
us billion unification costs estimate is fundamentally flawed misleading and ignores the clear benefits of unification uss | Elliott Management
claims of transparency are disingenuous attempted tax avoidance continues to generate damaging press | Elliott Management
the key benefits of unification are clear | Elliott Management
alternative ways to unify are available | Elliott Management
a unified can be fully expected to appeal to limited shareholders | Elliott Management
unification is the gateway to optimal franking credit utilization | Elliott Management
instead current management prefer a path of wastage and denial | Elliott Management
executive summary at optimizing the value of petroleum businesses unifying and returning excess capital conclusion | Elliott Management
conclusion | Elliott Management
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