52-Week Range and Share Price Performance
Show where the stock has traded, and what the offer is worth against every reference point.
Seat
IB · ER/HF
Level
Analyst
Runtime
~15 min
Output
Price performance page: Excel + slide
What this helps you accomplish
The price series with the 52-week high, low and average, the 30, 60 and 90-day volume-weighted averages, and the premium of the offer to each. The reference period a bidder picks is the argument: an offer that is a handsome premium to the last close and a discount to the 52-week high tells you roughly when the approach began.
What you get
Not a description of an output. The file itself, in the conventions a banker, a PE associate or a hedge fund analyst already reads without being told.
{TICKER}_fifty-two-week.xlsx
Excel workbook
- 1
Inputs
The offer, the unaffected price and its date, and the frequency the series is sampled at
- 2
Reference points ($ per share)
52-week high, low and average, and the 30, 60 and 90-day VWAP built by SUMPRODUCT, each with the offer’s premium to it
- 3
Price and volume series (oldest first)
Close and volume by date, the rows every average and VWAP is computed from
- 4
PowerPoint
One slide: a native line chart of the series with a KPI rail of the offer against each reference point
Where the numbers come from
From the filings: nothing. This page is the price series, which comes from a market data feed rather than a filing and is labelled as one on the slide. Where a figure on a board-book page does come from a filing, it resolves to its form, period, page, the printed value and a link into the filing on EDGAR. Not from filings: the offer, and the unaffected date if you do not set one. Assumptions are listed on the slide’s source line under "Not from filings", so an assumed input is never read as a filed one.
Run it yourself
python3 skills/deal-slides/build.py fifty-two-week --ticker BSX --offer 60Delegate · Verify · Decide
The core L3VLUP principle: AI output is never automatically correct. Know what to hand off, what to check, and what only you can own.
Delegate
AI is good enough to do this.
- • Pulling the close and volume series and ordering it oldest first
- • Computing the 52-week high, low and average and the three VWAP windows
- • The premium of the offer to each reference point
- • Building the branded slide with the price chart and the KPI rail
Verify
AI accelerates you here, but a professional checks the work.
- • That the series has no gaps or duplicated dates and the unaffected date actually appears in it
- • That a dash in the unaffected close means the lookup found nothing, not that the price is zero
- • That the window row counts match the frequency named in the subtitle
- • That the series is split-adjusted across any split in the window
Decide
Judgment the human owns. This is the skill.
- • The unaffected date, and whether the market had already moved on rumour
- • Whether daily or weekly sampling tells the truth about this stock
- • Which reference point the page leads with, given that a bidder will quote the one that flatters it
Inputs required
- Company name or ticker
- The offer per share
- The unaffected date, if the approach leaked before it was announced
- Your own numbers where you would rather not use the default
The workflow
- 1
Resolve the company
A ticker or a name. The series comes from the price feed rather than from a filing, and the page says so.
- 2
Pull the series
Daily or weekly closes with volume, oldest first, covering at least the full 52 weeks the high and low are struck on.
- 3
Set the unaffected date
Every premium on this page and on the premiums-paid page hangs off it. If the stock moved on a leak, the unaffected date is before the leak.
- 4
Build and read the spread
The offer against the last close, the average and the high. The gap between those three premiums is the page’s content.
- 5
Check the window counts
The 30, 60 and 90-day VWAPs need that many rows of daily data. On a weekly series the windows are 4, 9 and 13 rows, and the subtitle has to say which.
Run this skill
Any listed company, anywhere. Ticker or name.
Quality checklist
The output isn’t done until every box ticks.
- verify reports zero errors and every derived cell is a formula on blue inputs
- Units are on every table header and chart title, and the subtitle names the currency and period
- The unaffected price carries its date, and each VWAP says how many rows it covers
- The offer sits above the 52-week average and usually above the high; a premium to the low above 100% means the series or the offer is mis-keyed
- The series is oldest first, with no gaps or duplicated dates