Investment banking

Investor Relations

BCP can provide a range of services and assistance with investor relations activities. Depending on circumstances these may include:

Development of Investor Relations Strategy

  • Develop, implement and review a relevant and appropriate Investor
  • Relations strategy and program
  • Develop and execute a rolling Investor Relations calendar

Investor Communications

  • Develop investor relations messages and corporate themes for all communications where investors form a key audience
  • Draft or manage the preparation of ASX releases, Annual Report, AGM and other investor communiqués, including results releases and announcements

Institutional & Broker Liaison

  • Maintain proactive, responsive and consistent communications with the current analysts and investors through telephone and personal contacts, group meetings and written material
  • Review preliminary research reports submitted by analysts for comment and provide prompt and accurate feedback
  • Provide appropriate guidance to the investor community regarding Company results, strategies and business developments
  • Respond to institutional investor/analyst’s requests for information in a timely manner
  • Facilitate appropriate access to executive management for investors and analysts

Investor Briefing & Road Shows

  • Coordinate results presentations, briefings and institutional meetings, ensure preparation of results documentation and manage logistics
  • Target investor meetings to ensure a fit with the company’s preferred type of investor
  • Prepare management for presentations, Q & A’s and participate in presentations as required
  • Seek to continuously improve the presentation material both in style and content to maximise corporate messages. Analyse results and compile relevant statistics for use in investor briefings

Ownership Database

  • Develop and maintain and an institutional ownership and research analysts’ database
  • Monitor and report periodic changes to the Executive and Board
  • Maintain an up to date and targeted distribution database for company announcements
  • Monitor the Company’s stock price and trading trends

Networks and Relationships

  • Work closely with the Chief Executive Officer; Chief Financial Officer and other senior management to achieve the IR objectives
  • Establish and maintain strong relationships with analysts, investors, prospective investors and the financial press. This includes timely, consistent communication through personal contacts, telephonic contact, group meetings, written materials and presentations to the investor community
  • Educate analysts and the investor community on the factors which drive the Company so they gain a full understanding of the business and can value it accordingly

Company and Market Knowledge

  • Develop and maintain a deep operating knowledge of the company
  • Identify key investor issues and market conditions and alert and advise senior management and the Board of Directors at the appropriate time

Market Intelligence

  • Develop an understanding of the models used by the analysts to value/evaluate Company performance
  • Review broking analysts’ research reports and report to the Executive on key matters
  • Collect market opinions, attitudes and reactions to company issues and provide strategic recommendations to senior management

 

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