Info-Graphs

Basic Materials Sector: Additional Data Points

A selection of infographics from Activist Insight Monthly

Further to our previous press release about activism in the basic materials sector, we also provided our readers with the following insights. Data are as of July 31, 2018.

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Q2 hedge fund letters, conference, scoops etc

Activists showed a greater appetite for joining boards in the sector in the U.S. during the first half of 2018, although in Canada the number fell slightly from 2017’s year-to-July peak. SandRidge Energy, which lost a proxy fight to Carl Icahn, was a notable contributor.

Number of board seats won by activists at basic materials companies, January 1 to July 31 of each year.

Basic Materials Sector

That may be in part because a greater number of activist campaigns in Canadian basic materials companies are coming from non-Canadian activists. Non-Australian activists meanwhile have yet to show a dramatic increase in interest in Australian basic materials stocks.

Basic materials companies publicly subjected to activist demands by an activist headquartered outside the respective country, in the period January 1 to July 31 of each year.

Basic Materials

For any questions about the data, or if you have a follow-up request, please contact Josh Black at jblack@activistinsight.com. Please note that bespoke data requests may take 24-48 hours depending on the amount of manual work required.


About Activist Insight 

Since 2012, Activist Insight (www.activistinsight.com) has provided its diverse range of clients with the most comprehensive information on activist investing worldwide. Regularly quoted in the financial press, Activist Insight is the trusted source for data in this evolving space. Activist Insight offers five industry-leading products: Activist Insight Online, Activist Insight Shorts, Activist Insight Governance, Activist Insight Vulnerability – a tool for identifying potential activist targets – and Activist Insight Monthly – the world's only magazine dedicated to activist investing.