Contrarian Corpus
Sandell vs. Rubicon Limited

Rubicon Limited · RBC

1 deck published between 2011-10-01 and 2011-10-01 — 15 pages, 15 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. 2011-10-01 initial thesis

    2011 10 Sandell Rubicon Presentation Oct 2011

    15pp · full_deck

    Rubicon's NZ-listed holdco structure hides two world-class US assets — ArborGen and Tenon — that a Tenon auction, ArborGen NASDAQ relisting, and three new shareholder directors can unlock for 200-300%+ upside.