Contrarian Corpus
activist full deck proxy fight
Undated · 161 pages

Hess Corporation HES

N 5 Narrative
V 4 Visual
C 4 Craft
Original source ↗

The three reasons

  1. 1

    Hess has underperformed every relevant peer over every time frame of John Hess's 17-year CEO tenure

  2. 2

    Woefully flawed capital allocation: $4bn destroyed in exploration, $6.7bn lost in hedging (9% of E&P revenues)

  3. 3

    Six failed restructurings and a culture of denial; only externally-imposed board change can fix entrenched problems

Primary demands

  • Elect Elliott's five shareholder nominees (Golub, Kurz, Smith, McManus, Chase) to the Hess board at the 2013 AGM
  • Reassess and focus the portfolio by divesting non-core international operations (spin off Hess International)
  • Instill capital discipline: halt wasteful exploration, exit proprietary trading/HETCO, return more cash to shareholders
  • Restore accountability: de-stagger the board, separate Chairman/CEO, reset governance culture
  • Execute an effective, credible restructuring rather than the seventh failed 'transformation'

KPIs cited

Relative TSR vs proxy peers, 17-year Hess CEO tenure
Underperformed by 333% (460% vs revised proxy peers)
Relative TSR vs Bakken operators, 5-year
Underperformed by 984% despite Hess holding one of the largest Bakken positions
Exploration value destruction, 5-year
~$4bn of value lost; worst in peer group at ~(20%) of market cap
Realized hedging gains/(losses) 2002-2012
($6.7bn) cumulative, equal to 9% of E&P revenues vs peer average of +1%
Proprietary trading losses since 2009 (HETCO + corporate)
Implied ~$400mm of losses, disclosure refused
Dividend CAGR 2002-2012
0% for Hess; bottom of 17-peer set where leaders EOG/Devon grew at 21%
Cash return as % of market cap, 2002-2012
6% for Hess (second-lowest of 17 peers, vs BP 90%, COP 88%)
Capex as % of average market cap
28% five-year average; 47% in 2012; 26% guided for 2013
Countries of significant operations
Hess operates in 12 countries vs peers of similar market cap averaging 3
% production from oil
70% — highest in peer group, yet still underperformed during Brent rally
Underperformance vs S&P 500, 5-year
(58)% as of Jan 2013 despite Brent up 25% over the period
Analyst days / update calls 2007-2013
Zero for Hess vs 6-7 for proxy peers
Shareholder de-stagger vote 2008
97%+ of outside shares voted for de-staggering; blocked by John Hess's 37mm family shares

Pattern membership

Where this document fits across the library's 12 rhetorical / structural patterns.

Notable slides (12)

Notes

161-page proxy-fight deck released ~mid-April 2013 (data cutoff 4/12/2013; exact day not printed, so presentation_date left null). Companion URL www.ReassessHess.com. Notable rhetorical craftsmanship: (1) Elliott co-opts Hess's own green corporate branding and logo on every page — the deck visually reads as a Hess document arguing against Hess management. (2) Recurring six-pillar skeleton slide ('Unrelenting Underperformance / Lack of Focus / Undisciplined Capital Allocation / Operational Mismanagement / Endless Ineffective Restructurings / Abysmal Governance Culture') serves as navigation, with a red box highlighting the current chapter; then mirrored later as 'Deny Stock Performance / Deny Lack of Focus / ...' to frame the 'culture of denial'. (3) Heavy weaponization of CEO quote contradictions — e.g., 'You can't judge us on a one-year basis' paired with 'Since July 24, 2012 [six-month] Hess shares have increased'. (4) Explicit before/after via a red trendline (47% underperformance / $9.4bn foregone market cap under 17-year tenure) vs a tiny green recovery (5% outperformance since Elliott involvement). Campaign phase = proxy_fight: Elliott filed a definitive proxy April 3, 2013 nominating five directors (Golub, Kurz, Smith, McManus, Chase) for the 2013 AGM. This follows Elliott's earlier 'Perspectives on Hess' deck, so it is a follow-up in the broader campaign, but within the activism framework proxy_fight is more specific and accurate. Valuation framing uses peer-multiple benchmarking and a Hess-International vs Hess-US implicit sum-of-parts (JP Morgan credit analysis reproduced).