1 deck published between 2025-01-17 and 2025-01-17 — 7 pages, 7 analysed slides total.
Each deck in chronological order — click to open. This is the story of the campaign as it unfolded.
Smiths' four-segment conglomerate structure masks a ~50-60% SOTP discount; the Board should launch a strategic review to sell the company or spin John Crane into a U.S. listing.