Posted on January 9th, 2020. Posted by Tom McDonald
Financial markets are notoriously difficult to predict. However, armed with decades of Wall Street experience, our investor relations professionals know what can create a strong IPO market — and what can close that window of opportunity.
As we enter the new year, there are several factors to consider for companies that may be considering an IPO. Based on our experience, here are our predictions for the life sciences IPO market in 2020.
Continue Reading
Posted on December 18th, 2019. Posted by Tom McDonald
Finding out how others view your company can be intimidating, but to make sure your business is headed in the right direction, it’s necessary. A perception audit — an independent investigation into investor and analyst impressions of a company — can help you benchmark your progress over time, identify ways to improve your investor relations plan, and pinpoint any misperceptions in market views. Learn the basics of how to conduct a successful perception audit with this checklist.
Continue Reading
Posted on September 12th, 2019. Posted by Tom McDonald
Earnings calls are your opportunity to communicate your company’s story to the world. These calls give analysts and investors insight into the progress you’re making on financial metrics and clues about future performance. It’s critical to make these calls count.
Continue Reading
Posted on June 25th, 2019. Posted by Tom McDonald
When your company issues a press release, it shouldn’t catch anyone in your company by surprise. If it does, your leaders won’t be able to properly prepare for incoming analyst questions — and that could be disastrous. That’s why it’s essential to have an established internal process for issuing public information. If you don’t have a process — or find that it often breaks down and becomes ineffective — here are five strategies to implement.
Continue Reading
Posted on May 16th, 2019. Posted by Tom McDonald
The relationships you build with investors are crucial to your overall business strategy. But as you develop a strong investor relations (IR) plan, consider the following core elements that will help you build a credible reputation with the right audience. From fine-tuning your messaging to nurturing shareholder relationships to selecting the right partner, the investments you make now, will pay off over the long-term.
Continue Reading
Posted on March 26th, 2019. Posted by Tom McDonald
Your earnings calls are more than just numbers – they present an important opportunity to make a favorable impression and add context to your financials while establishing expectations for investors. Prepare your team and set yourself up for a successful earnings call with these eight, simple best practices.
Continue Reading
Posted on March 15th, 2019. Posted by Tom McDonald
“Honesty is the first chapter in the book of wisdom.”
— Thomas Jefferson
Just as honesty fuels wisdom on life’s great matters, candid thoughts from outsiders can prove invaluable for corporate executives seeking to learn how key market participants view their company. A perception study can play a vital role in gathering these opinions.
Continue Reading
Posted on February 7th, 2019. Posted by Tom McDonald
To some companies, the annual letter to shareholders is an art. Warren Buffet, for example, may write a 30-page letter that addresses a range of topics — some that have little relevance to the letter’s intended audience. However, as you prepare to release your annual letter to shareholders, the best approach for most companies is to keep it clear and concise. This letter is an important piece of communication with your investors, and it should clearly lay out your vision, goals, and milestones achieved. Here are six tips to make your letter as effective as possible.
Continue Reading
Posted on January 16th, 2019. Posted by Tom McDonald
To execute a successful non-deal road show, you must put in the planning and work. It’s critical to pinpoint the right city and sponsoring analyst to make the most of your trip. However, that work and coordination is well worth it. By getting on the road and telling your story to the Street, you’ll experience many benefits. Here are what we consider the top 10 benefits of non-deal road shows.
Continue Reading
Posted on December 18th, 2018. Posted by Tom McDonald
As the year comes to a close, it’s time for management teams to start thinking about their 2019 investor relations strategies. How can you learn from your efforts in 2018 — and what needs to change for the year ahead? Should you shift the focus of your activities or hold steady on the path toward the goals you outlined for the past year?
Here, our team of IR experts at Westwicke provide their best advice for creating a top-notch investor relations plan that aligns with your company’s goals and priorities for the upcoming year.
Continue Reading
