142 documents showing 61–120
Phillips 66 PSX
Phillips 66's conglomerate discount and lagging refining execution have cost shareholders 450% vs peers; spinning midstream, divesting CPChem, and refreshing the board unlock ~75% upside to $183.
Phillips 66 PSX
Phillips 66's conglomerate structure has trapped value and lagged peers by 97% over 5 years; spinning midstream, fixing refining and refreshing the board unlocks ~75% upside to $183/share.
Phillips 66 PSX
Phillips 66 lags refining peers under an ineffective CEO and legacy integrated structure; Elliott's GOLD card nominees and annual-election proposal are the vehicle to unlock trapped value.
Phillips 66 PSX
Phillips 66 is a chronically underperforming energy conglomerate; Elliott seeks four board seats and annual director elections to drive a breakup, refining turnaround and midstream separation.
Phillips 66 PSX
Elliott-commissioned investor survey ranks Phillips 66 last among refining peers on execution and capital allocation, reinforcing the Streamline 66 case for boardroom change.
Phillips 66 PSX
Phillips 66's conglomerate structure suppresses refining performance; spinning midstream and electing Elliott's four nominees replicates Marathon's ~150% outperformance playbook and restores PSX to industry leadership.
Phillips 66 PSX
Phillips 66's conglomerate structure masks refining underperformance; spinning midstream, monetizing the chemicals JV, refreshing the board and destaggering elections will unlock Marathon-style peer-gap upside.
Phillips 66 PSX
Phillips 66 is an underperforming energy conglomerate whose midstream and non-core assets should be sold or spun, with four Elliott nominees added to the board to drive the Streamline 66 plan.
Phillips 66 PSX
Phillips 66's three-business conglomerate is the root cause of peer underperformance; electing Elliott's four nominees and fully separating midstream from refining unlocks substantial value.
Phillips 66 PSX
Phillips 66's quality refining and midstream assets underperform under weak leadership; Elliott's four nominees plus annual board elections restore accountability and unlock value.
Phillips 66 PSX
Phillips 66's quality refining and midstream assets are being wasted by entrenched leadership; vote the GOLD card to install four industry veterans and de-stagger the Board.
Phillips 66 PSX
Elliott's Streamline 66 proxy fight argues Phillips 66 refining is underperforming its potential and that replacing directors with operators like Brian Coffman will unlock value.
Phillips 66 PSX
Phillips 66's world-class refining assets are underperforming Valero and Marathon because leadership has lost operating focus; Elliott's GOLD-card nominees can restore peer-leading excellence.
Phillips 66 PSX
Phillips 66 has trailed Valero and Marathon by triple digits over a decade; an upgraded Board via Elliott's Gold Card slate is needed to end entrenchment and unlock value.
Phillips 66 PSX
Phillips 66's inefficient conglomerate structure hides $40B+ midstream value; spinning it off, refocusing on refining, and refreshing the Board could lift shares from ~$120 to $200+.
Autodesk, Inc. ADSK
Autodesk's long-term share price and margin underperformance reflects a board incapable of holding management accountable; electing Starboard's three nominees installs oversight needed to drive non-GAAP operating margins to 41-42% by FY2028.
Autodesk, Inc. ADSK
Autodesk has best-in-class 93% gross margins but bloated opex; disciplined cost cuts plus 55% incremental margins can lift adjusted operating margins to ~45% by FY2028.
Phillips 66 PSX
Phillips 66's conglomerate structure masks world-class midstream and chemicals assets; separating them, fixing refining, and refreshing the board closes a decade-long 188% TSR gap versus peers.
Phillips 66 PSX
Phillips 66's refining kit rivals Valero's, but weak commercial execution and bloated corporate leave a multi-dollar EBITDA-per-barrel gap that Streamline66 — portfolio fixes and a refreshed board — closes.
Phillips 66 PSX
Phillips 66's conglomerate hides world-class midstream worth $40bn+; spinning midstream, closing the $3.75/bbl refining gap to Valero, and refreshing the board can lift PSX from $120 to $200+.
Solventum Corporation SOLV
Solventum's post-spin performance collapse is nearly worst-in-class; restoring 3M-era 3-4% growth and 26% margins plus simplifying the portfolio can double shares to $140 by 2027.