Contrarian Corpus
Carl Icahn vs. SandRidge Energy

SandRidge Energy · SD

1 deck published between 2018-05-24 and 2018-05-24 — 24 pages, 24 analysed slides total.

proxy fight

Timeline

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

  1. 2018-05-24 proxy fight

    2018 05 Sandridge

    24pp · full_deck

    SandRidge trades at a ~45% discount to its own PV-10 because the post-bankruptcy 'bankruptcy board' destroys value via dilutive deals; replace it with Icahn's slate to run a real sale process.