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Article

The Attributes of Top Investor Relations Consulting Firms: A Guide

This article covers the attributes of top investor relations consulting firms, including their expertise, communication skills, strategic thinking, and industry knowledge.

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Article

The Benefits of Having Your Investor Relations Consultant be a Former Investor: Maximizing Your Connection with Shareholders

In this article, we explore the benefits of working with consultants who understand how investors think and can provide valuable insights into what shareholders are looking for.

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Article

Navigating the World of Investor Relations Consultancy: Discovering the Best in the Business

In this comprehensive guide, explore the best investor relations consultancies and learn how they can help public companies improve their investor communication strategies.

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Article

Educate and Reeducate the Street on Your Story

As a general group, investors want to be educated… tempted even, by the tantalizing aspects of a story in order to get interested. They want to hear a good story that reminds them of stocks that have worked for them in the past.

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Article

Don’t Try to Pull a Fast One

I tell my clients all the time that a quarterly report consists of at least three major things: 1) the published numbers from the quarter, 2) management commentary, and 3) guidance.

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Article

Here’s Why You Need New Investors

Very often, when I'm working with a client to help them simplify their story into easily digestible bullets, they say to me, "our existing investors already know this...why do we need to say this again? It feels so repetitive."

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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.

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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.”

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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.

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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.

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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.

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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.

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Article

Unlocking Post-Quarterly Reporting Insights: Essential Tips from Investor Relations Consultants

Discover essential post-quarterly reporting strategies from top investor relations consultants, including competitor analysis, market trends, and strategic planning.

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Article

Understanding Growth Adjusted Multiples in Company Valuations

Explore the role of growth adjusted multiples and investor relations consulting firms in accurately evaluating and conveying your company's true market value.

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Article

Innovative Strategies for Enhanced Investor Relations and Corporate Access

Investor relations are evolving beyond traditional methods like sell-side conferences, with companies now hosting innovative, company-sponsored events to engage directly with investors, providing unique insights and fostering deeper connections.

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