"In conclusion, we encourage shareholders to vote FOR Oasis nominees five independent, world-class Director candidates at Kao's upcoming AGM on March 21, 2024."
Callouts & quotes from 515+ activist slides
Every emphasised callout and every pulled quote, extracted slide-by-slide. Search by keyword, filter by slide type or by source.
"We ask, why take a less than $250,000 8% interest rate loan from directors when you supposedly have at least 27x in both operating cash flow and cash at hand?"
"We will typically vote against all directors of companies which do not publicly disclose their emissions and do not have a credible plan for their reduction."
"We will typically vote against all directors of companies which do not publicly disclose their emissions and do not have a credible plan for their reduction."
"We will typically vote against all directors of companies which do not publicly disclose their emissions and do not have a credible plan for their reduction."
"We strongly encourage you to vote on the Gold Card for Elliott's outstanding slate of director nominees and for the governance enhancements we have proposed."
"We will typically vote against all directors of companies which do not publicly disclose their emissions and do not have a credible plan for their reduction."
"Engine has engaged with more than 50 boards of directors over the last decade, and we have never encountered a situation where one has been so unresponsive."
"Southwest needs new independent directors with relevant expertise to challenge entrenched thinking, drive strategic changes and hold management accountable"
"Southwest needs new independent directors with relevant expertise to challenge entrenched thinking, drive strategic changes and hold management accountable"
"Southwest needs new independent directors with relevant expertise to challenge entrenched thinking, drive strategic changes and hold management accountable"
"Southwest needs new independent directors with relevant expertise to challenge entrenched thinking, drive strategic changes and hold management accountable"
"In November 2020, Polma 1, which Vitek owned and for which CPI PG CEO Martin Nemecek served as director, established a new Maltese entity, BT 2 Vessel Ltd."
"Southwest needs new independent directors with relevant expertise to challenge entrenched thinking, drive strategic changes and hold management accountable"
"TCI will typically vote against all directors of companies which do not publicly disclose their emissions or have a credible plan for emissions reduction."
"We at Bluebell Capital Partners (“Bluebell”) would like to congratulate you on your appointment as Senior Independent Director at BP (also the “Company”)."
"Bristol-Myers appointed several new, Company-friendly directors to appease an active shareholder, but we believe that management may have felt vulnerable"
"By calling GFL's automated phone directory (905-326-0101) we see that Paul Borrelli maintains a voicemail box and presumably is still an employee at GFL"
"TIM governance has improved since independent directors replaced the Vivendi-controlled Board; meanwhile Vivendi’s own shareholder rights have collapsed"
"A new course for ACAS cannot be charted without Directors with relevant expertise, new perspectives and an active approach to creating shareholder value"
"We strongly urge you to vote the GOLD card FOR Elliott's outstanding slate of director nominees, and FOR our proposed corporate governance enhancements."
"We Are Highly Concerned by the Numerous Interrelationships Between DSP and CEVA that Create Conflicts of Interest for Certain DSP Directors and Advisors"
"We have nominated four director nominees to the 10-person Board, thereby seeking minority representation on the Board on behalf of common shareholders."
"We have nominated four director nominees to the 10-person Board, thereby seeking minority representation on the Board on behalf of common shareholders."
"We have nominated four director nominees to the 10-person Board, thereby seeking minority representation on the Board on behalf of common shareholders."
"Shareholders Now Have A Unique Opportunity To Vote For A Highly-Qualified Slate Of Alternate Directors And Chart A New Strategic Course For The Company"
"In June 2018, SOCFIN CEO and (still current) Bolloré SA director Hubert Fabri was found guilty in the Criminal Court of Brussels of active corruption."
"Why does Target’s board continue to nominate its own members and not conduct a professional search for new directors with senior operating experience?"
"Shareholder Nominees are completely independent, would constitute a minority of directors, and, unlike Hess's nominees, have not preapproved any plan."
"Edgewater's legacy directors represent a tired and broken Board that has failed to maximize shareholder value despite having over ten years to deliver"
"Furthermore, consistent with our view of weakening governance measures, we find that Director ownership has noticeably declined in the past few years."
"Given this Board’s track record, we find it disappointing that it rejected adding Nelson and Jay as Directors outright without even meeting with them."
"It is the responsibility of management and the Board of Directors (the “Board”) to drive improved consolidated financial results across all of Yahoo."
"Elliott believes a board composed of truly independent directors is the most efficient and effective way to improve governance and performance at TIM"
"The five director nominees are aligned with all other Agrium owners and will work with Agrium's other directors to create value for all shareholders."
"In our view, with resignation of Fortress Directors, BKD Board is deficient in both real estate experience and independent shareholder representation"
"Nunes chooses not to disclose his directorships of these three trade bodies on his LinkedIn page, nor are they mentioned on his bio on SGH’s website."
"One can only wonder why INS would let the managing director of their Indian subsidiary and a finance manager start several shell companies in India."
"Mark Parker, a long-tenured Disney Director, now serves as both Executive Chairman of Nike and as Chairman of Disney, which is nearly unprecedented"
"Mark Parker, a long-tenured Disney Director, now serves as both Executive Chairman of Nike and as Chairman of Disney, which is nearly unprecedented"
"Oasis denounces Kao's dilution of Board oversight and premature announcement of director changes before interviewing candidates submitted by Oasis"
"Collectively, we believe our director nominees have the necessary experience and independence to oversee a value-enhancing transformation of Box."
"We respectfully ask BP's Board of Director to urgently review and revise the 2023-2030 plan, by implementing the following six corrective actions"
"Director Ms. Wagner has had professional relationships lasting decades with 15 out of the 24 members of the BlackRock Global Executive Committee."
"The single, shared goal of our candidates is to maximize the value of TIM, working together with minority directors without any personal ambition"
"Director Ms. Wagner has had professional relationships lasting decades with 15 out of the 24 members of the BlackRock Global Executive Committee."
"The Board claims we seek influence disproportionate to our ownership position, however, the current directors collectively own only ~0.2% of ROVI"
"SAMC proposes to the Board of Directors that they review, as a matter of urgency, value creation alternatives to highlight RBC's full valuation."
"Trian believes that DuPont’s Board should ask whether the Lead Director has the capacity to effectively serve DuPont’s stockholders in that role"
"Disney has significantly underperformed the S&P 500 during every Director’s tenure, including over Mr. Iger’s near quarter century on the Board."
"Trian believes that DuPont's Board should ask whether the Lead Director has the capacity to effectively serve DuPont's stockholders in that role"
"Trian believes that DuPont's Board should ask whether the Lead Director has the capacity to effectively serve DuPont's stockholders in that role"
"Starboard is Therefore Nominating a Slate of Nine Highly Reputable and Extremely Qualified Directors for Election at Yahoo's 2016 Annual Meeting"
"Disney has significantly underperformed the S&P 500 during every Director’s tenure, including over Mr. Iger’s near quarter century on the Board."
"We have nominated six new director nominees and two current board members to the 10-person Board, leaving the opportunity for Board continuity."
"No objective, open-minded, and rational director could possibly conclude that the status quo is acceptable, and yet, no change has been made."
"Given that both of our director candidates have animal welfare expertise, we believe they can help McDonald's achieve industry best practices"
"Oasis proposes five unquestionably independent and highly qualified directors, following an extensive, robust and independent search process."
"We urge DG's Board of Directors to formally propose this spin-off plan at the Company's next annual general meeting of shareholders ("AGM")."
"On the full board, there are no international marketing nor digital experts; only one outside director is from a consumer goods background."