Oasis in the News

Any examples of strategies, trade ideas, or case studies are intended for illustrative and discussion purposes only, and are not necessarily indicative of the historical or future strategy or performance or the chances of success of any particular strategy. There can be no assurance that investment opportunities described herein will become available in the future. It should not be assumed that any investments described by any models would be profitable if

implemented because among other things, assumptions described herein may not materialize. Any specific investments or case studies referenced in this presentation were selected for inclusion herein based on objective, non-performance based criteria solely for the purpose of describing the investment processes and analyses used by Oasis to evaluate such investments. A complete list of historical investments can be made available upon request.

07

July 2018

Shareholders back calls for Premier Foods chief to go

Ben Marlow, The Telegraph

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06

July 2018

Scrutiny will only intensify even if Premier CEO gets re-elected

Dean Best, Just-Food

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05

July 2018

Oasis stirs Premier Foods row with Batchelors soup sale demand

Noor Zainab Hussain, Reuters

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05

July 2018

Dessert Storm II: Fresh bust-up as Mr Kipling owner is told to get rid of Batchelors soup so it can free-up cash

Daily Mail

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05

July 2018

Who will win ‘dessert storm’ at Premier Foods?

Ian King, Sky News

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05

July 2018

Foreign investors see value in Japan Inc’s good governance

Taichiro Sunaga, Nikkei Asian Review

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04

July 2018

With a close eye on independence of outside director, general meeting shows falling approval rating of company leadership as approval for shareholder proposals rises [Japanese only]

The Nikkei

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04

July 2018

Activist investor urges Premier Foods’ largest investor not to vote on Darby future

Hannah Boland, Telegraph

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04

July 2018

Activist investor urges Nissin to abstain from Premier Foods CEO vote

Joanna Bourke, Evening Standard

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03

July 2018

Activist stirs pot with pension move

Tabby Kinder, The Times

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03

July 2018

Siren song of Oasis needs to be heard

Patrick Hosking, The Times

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02

July 2018

Activist has candidates hungry for Mr Kipling role as it seeks chief’s removal

Ravender Sembhy, The Independent

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02

July 2018

Activist fund Oasis has candidates to replace Premier Foods top boss

Noor Zainab Hussain, Reuters

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02

July 2018

Mr. Kipling in Zombie Mode

Daily Mail

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30

June 2018

Premier Food chief’s ‘Ratner moment’ leaves a bad taste

Dominic Walsh, The Times

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29

June 2018

Oasis raises heat on Britain’s Premier Foods over ‘weak’ brands

Sangameswaran S & Simon Jessop, Reuters

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26

June 2018

Japan giant Nissin dragged into row over the future of Premier Foods CEO

Food Navigator-Asia

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25

June 2018

Mr. Kipling Meets his Exceedingly Activist Nemesis

Bloomberg

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25

June 2018

Premier Foods ‘driven into a zombie state’ by its boss Gavin Darby

The Times

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24

June 2018

Premier Foods activist Oasis urges Nissin to not support CEO at AGM

Norie Hata, Dealreporter

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24

June 2018

Premier Foods investor ratchets up pressure to oust chief

Financial Times

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24

June 2018

Who is the villain at Mr Kipling?

The Times

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24

June 2018

Boss of Mr Kipling cake maker Premier Foods faces calls to quit from its biggest investor – which has accused him of wrecking business

The Daily Mail

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24

June 2018

Oasis fund urges Nissin Foods to oppose reappointment of Premier Foods CEO

Japan Times

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24

June 2018

Second-largest investor in Premier Foods lashes out at chief executive over ‘five years of failure’

James Booth, City A.M

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24

June 2018

Premier Foods investor calls for immediate removal of CEO

Reuters

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24

June 2018

Activist investor Oasis’s ‘zombie’ attack on Mr Kipling boss Gavin Darby

The Times

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