Elliott Releases Second Episode of "Streamline 66" Podcast Series Featuring 1:1 Conversation with Director Nominee Stacy Nieuwoudt
Elliott Investment Management, a top five shareholder in Phillips 66 (NYSE: PSX), has released the second episode of their 'Streamline 66' podcast series. The episode features a conversation with director nominee Stacy Nieuwoudt, a former senior energy and industrials analyst at Citadel with over 20 years of industry experience.
In the interview, Nieuwoudt emphasizes that energy investors prefer pure-play companies focused on core businesses with efficient operations and superior capital allocation. She discusses the importance of continuous portfolio optimization and suggests that changing Phillips 66's corporate structure could unlock value by allowing operations to function more efficiently as pure-play entities.
The podcast is available on Streamline66.com/podcast, Apple, Spotify, and YouTube. Elliott has filed a definitive proxy statement with the SEC for the upcoming 2025 annual meeting of stockholders, where they will present their slate of director candidates.
Elliott Investment Management, uno dei primi cinque azionisti di Phillips 66 (NYSE: PSX), ha pubblicato il secondo episodio della serie di podcast 'Streamline 66'. L'episodio presenta un'intervista con la candidata al consiglio di amministrazione Stacy Nieuwoudt, ex analista senior nel settore energia e industriale presso Citadel, con oltre 20 anni di esperienza nel settore.
Durante l'intervista, Nieuwoudt sottolinea che gli investitori nel settore energetico preferiscono aziende focalizzate esclusivamente sulle attività principali, con operazioni efficienti e una gestione del capitale superiore. Discute l'importanza di un'ottimizzazione continua del portafoglio e suggerisce che modificare la struttura societaria di Phillips 66 potrebbe liberare valore, permettendo alle operazioni di funzionare in modo più efficiente come entità pure-play.
Il podcast è disponibile su Streamline66.com/podcast, Apple, Spotify e YouTube. Elliott ha depositato una dichiarazione definitiva con la SEC in vista dell'assemblea annuale degli azionisti del 2025, dove presenterà la propria lista di candidati al consiglio di amministrazione.
Elliott Investment Management, uno de los cinco principales accionistas de Phillips 66 (NYSE: PSX), ha lanzado el segundo episodio de su serie de podcast 'Streamline 66'. El episodio incluye una conversación con la nominada a directora Stacy Nieuwoudt, exanalista senior de energía e industrias en Citadel con más de 20 años de experiencia en el sector.
En la entrevista, Nieuwoudt destaca que los inversores en energía prefieren compañías especializadas en sus negocios principales, con operaciones eficientes y una asignación de capital superior. Habla sobre la importancia de la optimización continua del portafolio y sugiere que cambiar la estructura corporativa de Phillips 66 podría desbloquear valor al permitir que las operaciones funcionen de manera más eficiente como entidades puras.
El podcast está disponible en Streamline66.com/podcast, Apple, Spotify y YouTube. Elliott ha presentado una declaración definitiva ante la SEC para la próxima junta anual de accionistas de 2025, donde presentarán su lista de candidatos al consejo de administración.
Elliott Investment Management는 Phillips 66 (NYSE: PSX)의 상위 5대 주주 중 하나로, 'Streamline 66' 팟캐스트 시리즈의 두 번째 에피소드를 공개했습니다. 이번 에피소드에는 Citadel에서 20년 이상의 업계 경력을 가진 전 에너지 및 산업 분석가인 이사 후보 Stacy Nieuwoudt와의 대화가 포함되어 있습니다.
인터뷰에서 Nieuwoudt는 에너지 투자자들이 핵심 사업에 집중하고 효율적인 운영과 우수한 자본 배분을 하는 순수 플레이 기업을 선호한다고 강조합니다. 그녀는 지속적인 포트폴리오 최적화의 중요성을 논의하며, Phillips 66의 기업 구조를 변경하면 순수 플레이 기업으로서 운영 효율성을 높여 가치를 창출할 수 있다고 제안합니다.
이 팟캐스트는 Streamline66.com/podcast, Apple, Spotify, YouTube에서 들을 수 있습니다. Elliott는 2025년 주주 총회를 앞두고 SEC에 확정된 위임장 서류를 제출했으며, 이 자리에서 이사 후보 명단을 발표할 예정입니다.
Elliott Investment Management, l'un des cinq principaux actionnaires de Phillips 66 (NYSE : PSX), a publié le deuxième épisode de sa série de podcasts 'Streamline 66'. Cet épisode présente une conversation avec la candidate au conseil d'administration Stacy Nieuwoudt, ancienne analyste senior en énergie et industries chez Citadel, avec plus de 20 ans d'expérience dans le secteur.
Lors de l'entretien, Nieuwoudt souligne que les investisseurs en énergie préfèrent les entreprises spécialisées dans leurs activités principales, avec des opérations efficaces et une allocation de capital supérieure. Elle évoque l'importance d'une optimisation continue du portefeuille et suggère que modifier la structure corporative de Phillips 66 pourrait libérer de la valeur en permettant aux opérations de fonctionner plus efficacement en tant qu'entités spécialisées.
Le podcast est disponible sur Streamline66.com/podcast, Apple, Spotify et YouTube. Elliott a déposé une déclaration de procuration définitive auprès de la SEC en vue de la prochaine assemblée générale annuelle des actionnaires en 2025, où ils présenteront leur liste de candidats au conseil d'administration.
Elliott Investment Management, einer der fünf größten Aktionäre von Phillips 66 (NYSE: PSX), hat die zweite Folge ihrer Podcast-Reihe 'Streamline 66' veröffentlicht. Die Folge enthält ein Gespräch mit der Direktorkandidatin Stacy Nieuwoudt, einer ehemaligen leitenden Energie- und Industrieanalystin bei Citadel mit über 20 Jahren Branchenerfahrung.
Im Interview betont Nieuwoudt, dass Energieinvestoren reine Unternehmen bevorzugen, die sich auf ihr Kerngeschäft mit effizienten Abläufen und überlegener Kapitalallokation konzentrieren. Sie spricht über die Bedeutung einer kontinuierlichen Portfoliooptimierung und schlägt vor, dass eine Änderung der Unternehmensstruktur von Phillips 66 Wert freisetzen könnte, indem die operativen Einheiten effizienter als reine Geschäftsbereiche agieren können.
Der Podcast ist verfügbar auf Streamline66.com/podcast, Apple, Spotify und YouTube. Elliott hat eine endgültige Vollmachterklärung bei der SEC für die bevorstehende Hauptversammlung 2025 eingereicht, auf der sie ihre Kandidatenliste für den Vorstand vorstellen werden.
- Elliott holds a significant stake as a top five shareholder in Phillips 66
- Director nominee brings 20+ years of industry expertise and board experience
- Proposed corporate restructuring could improve operational efficiency
- Current corporate structure may be limiting company value and operational efficiency
- Indication of disconnect between management and investor perspectives on company valuation
Episode with Ms. Nieuwoudt, Former Energy and Industrials Analyst at Citadel, Features Discussion on the Value of Bringing an Investor Mindset and Her Deep Industry Expertise to the Boardroom
Visit Streamline66.com to Learn About Elliott's Campaign at Phillips 66 and Subscribe to the Podcast
The latest installment features Nominee Stacy Nieuwoudt, who spent her career as a senior energy and industrials analyst at Citadel and has served on the boards of multiple publicly traded energy companies. Stacy Nieuwoudt said:
- "I think energy investors are really focused on pure play companies that are focused on core businesses that are efficient, well run and (have) superior capital allocation. Investing and growing empires rarely is awarded in the energy space."
- "I think it's the fiduciary duty of every board and every management to consider portfolio optimization constantly… Companies are ever-evolving organisms and to not make sure that you have an optimized portfolio strategy is just inefficient."
- "Phillips 66 is a wonderful company with fantastic assets. … If we can change the corporate structure and unlock value, then I think that actually frees up every operation as a pure play to be more efficient, to be more competitive, and to be better positioned for the future. I'm really excited to be able to have that opportunity to help drive that transformation."
- "I've been covering the space for over 20 years, I've attended thousands of meetings with management teams. I've never had a management team suggest to me that their stock was fully valued. That just inherently highlights the disconnect between the investor mindset and the management."
Episodes can be accessed on Streamline66.com/podcast, and are available on Apple, Spotify and everywhere podcasts are heard. You can not only listen to the conversations on all major podcast feeds, but you can also watch the episodes on YouTube.
For more information, including how to vote on Elliott's GOLD proxy card, please visit Streamline66.com.
ADDITIONAL INFORMATION
Elliott Investment Management L.P., together with the other participants in Elliott's proxy solicitation (collectively, "Elliott"), has filed a definitive proxy statement and accompanying GOLD universal proxy card with the Securities and Exchange Commission ("SEC") to be used to solicit proxies with respect to the election of Elliott's slate of highly qualified director candidates and the other proposals to be presented at the 2025 annual meeting of stockholders (the "Annual Meeting") of Phillips 66, a
About Elliott
Elliott Investment Management L.P. (together with its affiliates, "Elliott") manages approximately
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SOURCE Elliott Investment Management L.P.
FAQ
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