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.
Posts 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.
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.
“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.
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.
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.
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.
The J.P. Morgan Healthcare Conference provides an insightful beginning to the year. Beyond offering an opportunity to meet with analysts, investors, and other professionals in the healthcare industry, it illuminates trends that you’re likely to see throughout the upcoming year.
As you look forward to the 2019 event in January, start thinking about the information you can glean from the sessions you’ll attend, meetings you’ll facilitate, and announcements you’ll hear over the course of the conference.
At a “banker bake-off,” you have the opportunity to compare investment banks and learn how they position themselves. One bank may talk about its relationships with the buy-side accounts, while another will highlight its track record for successfully getting private companies public.
After hearing that information, how do you make your final decision? Here are five primary areas to focus on to help you select the right banking team.
In April 2018, the Hong Kong Exchange announced a change to its listing rules to allow (among other things) biotechnology companies with no revenue to list on the bourse. The move came as Hong Kong sought to establish itself as a financing hub for pre-revenue companies, in the face of fierce competition from the Chinese mainland and Singapore, exchanges from which had been aggressively wooing companies with fast-growing earnings.