Whitepapers Archive

Attracting Investors
According to OTC Markets’ inaugural Small-Cap Survey (June 2017), 70% of small-cap CEOs/CFOs manage their IR internally, but spend only 11% of their time on investor outreach. Given today’s competitive financial markets, the ability for small and micro-cap companies to gain exposure and attract a targeted investor base is even more critical. For useful, straightforward tips and IR best practices tailored to small-...Read more
The earnings call: When investor relations officers prove their worth
The earnings call is arguably the single most important point of contact between a public company and the market. A wrong word, phrase or poor explanation could cause your stock price to tumble. Enter the investor relations officer, the unsung hero of earnings calls. Intelligize chief strategy officer, Phil Brown, explores the modern earnings call, identifies the sheer volume of information IROs must consider when...Read more
The pros and cons of four financing options
Capital is the lifeblood of every business. Without it, companies don’t have the money they need to hire new employees, purchase equipment, develop new products and services and expand their operations. In this report, OTC Markets examines the pros and cons of common debt and equity financing methods used by smaller companies: Regulation D Offering Follow-On Offering Convertible Note Offering Regulation A+ Offering...Read more
Identifying and understanding FTSE 350 IR best practice
In light of the upcoming MiFID II regulatory changes, Orient Capital interviewed 10% of the FTSE 350 with the aim of gathering intelligence on the overall investor relations landscape; best practice, challenges and possible implications. This report presents their findings, which aim to provide insights into the increasing importance of the IR function and the growing amount of support required to run and manage a...Read more
Is your IR site a security liability?
Read the latest white paper from Business Wire to learn how to address key areas of vulnerability for investor relations websites. Ibrey Woodall, senior vice president of web communications services, shares her insights into three essential elements of a secure IR site: internal workflow, technical compatibility and security awareness and diligence. Please complete the form below with the information requested. Once...Read more
Looking to the future: MiFID II and the impact on investor relations
With all the talk on MiFID II, there has been little in-depth focus on how the Investor Relations function will be impacted because much of the detail is focused on the technical elements of trading, price discovery, reporting and transparency. To find out more about how IR is likely to be affected, download this report today. Please complete the form below with the information requested. Once you have filled in the...Read more
REIT conversion analysis
According to Ipreo’s latest report, the price performance and investor composition of four recent real estate investment trust (REIT) conversions – AMT, IRM, CCI and EQIX – show the tendency for the stock to outperform and have an influx of new REIT-dedicated investors after announcing the conversion to REIT status. With thorough case studies of these four companies, this report will help you to understand some of...Read more
The UK’s first electronic ASM: How Jimmy Choo broke the mold in 2016
​ Electronic shareholder meetings are gaining traction in the IR community, boasting the ability to reach more global shareholders in a dynamic, secure, and engaging way. As a testament to growing legitimacy, in January of 2017, the SEC formally backed the use of electronic-only shareholder meetings. Luxury retailer Jimmy Choo partnered with EQS Group and others to host the UK’s first-ever electronic annual...Read more
3 IPO alternatives for small-cap companies
The public markets offer tremendous benefits for small-cap companies seeking to raise capital and grow their businesses. Unfortunately, smaller issuers have been shut out of the IPO market due to rising costs and a lack of institutional support. We provide three alternative IPO methods that offer a faster, less expensive and less regulatorily burdensome path to a public listing: Reverse merger Slow PO Regulation A+...Read more
Mar 22, 2017
An introduction to IR services
While IR has grown as a profession over the last 20 years, it remains a small team within most corporations. That adds special importance to the role of IR service providers: they help IROs get more done, make the most of limited resources and punch above their weight. For IR professionals considering their options, the choice has grown more complex thanks to technological innovation among IR firms. This report is...Read more
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