Contrarian Corpus
Palliser Capital vs. Rio Tinto

Rio Tinto · RIO

1 deck published between 2024-12-01 and 2024-12-01 — 48 pages, 48 analysed slides total.

initial thesis

Timeline

Each deck in chronological order — click to open. This is the story of the campaign as it unfolded.

  1. 2024-12-01 initial thesis

    unifying dlc structure presentation

    48pp · full_deck

    Rio Tinto's 29-year-old dual-listed structure has destroyed ~US$50bn of value; unifying into a single Ltd-led entity unlocks +27% near-term upside and restores scrip-M&A firepower.