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Article
The Market Minute: 2 Important Steps to Take After Going Public
Being a public company includes a lot more regulatory headaches. And winning over investors doesn’t end after the IPO.
Article
Is Your IR Firm Advising You to Acknowledge the Competition?
While there are often many reasons why a stock is suffering, one of the easier fixes I see in my IR strategy practice is a change in the way my clients discuss their competition.
Article
Analysts are Busy - Help Them Help You
The sell-side analysts that cover your stock are far busier than you might think. Failing to recognize this and blaming them for not properly understanding your story leads to valuation challenges and frustration by everyone involved.
Article
Provide Verifiable, Quantifiable Commentary in Your Earnings Guidance
For investors to feel comfortable owning your stock, they need to be able to go out into the field and perform primary research. Doing so will allow them to decide if they think your growth projections make sense.
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The Importance of Humility on Corporate Earnings Calls
Even during periods of lackluster financial performance, a stock’s multiple suffers less if investors have confidence in the business’s leadership – this is because shareholders “keep the faith” in teams they trust and conversely, run for the exits if they hold any doubts.
Case Study
$5bn Hardware Company Lacking Investor Credibility
The client (under NDA) was looking for someone to help them fix their sagging stock price, which was lagging behind their peers despite several quarters of beating consensus estimates.
Case Study
$5bn Software Company with a Lagging Multiple
Management had a history of over-promising and under-delivering, which we needed to correct. Also, the business model transition created a layer of opacity that only increased disclosure, and new KPIs could solve.
Case Study
$14bn Software Company in Model Transition
After many years of disappointing results, investors lost interest in this company. Additionally, the company’s financial disclosures made it impossible to see all the changes going on “under the surface.”
Article
Effective Strategies for Engaging Audiences at Conferences
Investor relations consultants can enhance audience engagement and maximize the impact of their conference presentations by using clear messaging and understanding audience behavior.
Article
Mastering Fireside Chats at Conferences: Essential Tips for Success
Essential tips for mastering fireside chats at conferences, emphasizing clear communication, crafting compelling narratives, and preparing for diverse audiences to effectively engage and inform investors.
Article
Navigating Conference Season: Optimizing Your Q&A for Fireside Chats
Optimize investor engagements during conference season by crafting strategic Q&A questions for sell-side analysts and utilizing the expertise of investor relations consultants.
Article
The Hidden Politics of Analyst Ratings
Learn how investor relations consultants help companies manage the political landscape of analyst ratings and maintain a positive market perception despite neutral or sell ratings.
Article
Enhancing Corporate Access: The Importance of Engaging Neutral and Sell-rated Analysts
Engaging neutral and sell-rated analysts during corporate access planning is essential for a balanced investor relations strategy, enhancing market perception and credibility, as advised by leading investor relations consulting firms.
Article
The Crucial Role of 10Q Comparisons in Investor Relations
Learn why comparing 10Q reports is crucial for investor relations consultants to ensure transparency and maintain investor trust, with best practices for effective communication.