Category Archives: Investor relations

March’s recap: Investor relations and SEC compliance posts

IR blog review

Below are the March stories from this blog. Have you downloaded our new white paper report “How Investors Consume Investor Relations Content?” The survey is comprised of over 8,700 responses. Click here to download the report.

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Sector3 – XBRL in the 3rd Dimension wins 2013 XBRL Challenge

A quick Twitter refresh for investor relations

If you (can’t) make it here, you’ll make it anywhere (free, via the XBRL Challenge webcast)

Infographic & question #17: Where do you regularly view SEC files?

Last week’s IPOs and Transactions

IR Awards honor Mary Beth Kissane with Lifetime Achievement in investor relations, corporations rewarded for best practices

Winner of XBRL Challenge contest to be announced 3/27

Last week’s IPOs and Transactions

The FASB 2013 US GAAP Taxonomy (UGT) is almost upon us for XBRL

Deutsche Bank Depositary Receipts to hold its 2nd virtual investor conference (via our RetailInvestorConference.com engine)

Je pense que c’est merveilleux que l’App Chambre IR est désormais disponible en plusieurs langues

Experts discuss the Practical v. Perfect Worlds of RegFD and mobile app(lications)

Free webinar: Regulating Mobile- Reg FD and Disclosure in the age of the app

Infographic & question #16: Do you receive corporate news releases directly from the company via IR email alerts?

Last week’s IPOs and Transactions

Goldilocks and the Three XBRLs

Video: How OTC Markets issuers can send news and target investors directly from their OTC Markets desktop

I asked what time it was, not how the damn watch works: an XBRL metaphor

Last week’s IPOs and Transactions

REIT Companies Join to Webcast Live for Special March 7th RetailInvestorConferences.com Event

Have a great day.

A quick Twitter refresh for investor relations

Part One:

As we discussed on our webcast two weeks ago, the Wells Notice the SEC “offered” to Netflix has certainly made investor relations departments’ (and their corporate counsel sitting in the neighboring office) strategically rethink social media as a shareholder communications vehicle.

marketpulse

This seems like a fine opportunity to have a nuts-and-bolts refresh on how IR can get involved with social media, specifically Twitter and StockTwits. Yes, they are different.

First, let’s see if people are talking about your company in StockTwits. Have you done that before?

  1. Go to Yahoo! Finance > http://finance.yahoo.com/
  2. Search your ticker
  3. Click on “Market Pulse.”

At this point (image below), you’ll see all the discussions about your stock currently on StockTwits. Your company is filtered by your “cashtag” – aka $TICK. Like a #hashtag, the dollar sign is a search text identifier. It says “this is a stock ticker and this tweet is about the company referred to.”

Now, perform this same exercise from a Twitter account, except search with your cashtagged ticker. If you don’t have an account, go ask PR or marketing. They’ll have one.

What do you see? Are there many “tweets?”  What are the dates? Who is tweeting? What are they saying?

marketpulse2

That’s it for now, tactically speaking. We are not going to discuss whether you should be on Twiiter. There’s no missing the boat or social media bandwagons to hop on here today. The strategy part is up to the IRO.

I did mention that StockTwits and Twitter are different. Keep this is mind as you review your cashtag streams. 

Think of StockTwits as a monitored sub-culture of stock-nerds from Twitter. Why many believe this is better is 1.) members on StockTwits have identified themselves as “market participants” and 2.) StockTwits automatically filters out pennystocks from the discussion stream. This creates an environment that is pump-and-dump free and assures all people are “real.”  Twitter is wide open and fraught with faux investor accounts. However, if you are going to review your cashtag chatter, both need to be viewed.

At this point, it is time to insert a commercial message.  Our IR websites, PR websites solutions and news distribution are all integrated with StockTwits and Twitter. We also have advanced social media monitoring tools and I make a mean macaroni and cheese from scratch.

Have a great day.

IR Awards honor Mary Beth Kissane with Lifetime Achievement in investor relations, corporations rewarded for best practices

One again, IR Magazine’s annual IR Awards brought together hundreds of investor relations professionals to a black tie event to honor our own. Thursday’s night’s gala was hosted Ali Velshi, chief business correspondent of CNN.

As you’ll see in the photos below, good will was abundant. Special congratulations to Mary Beth Kissane, Principal at Walek & Associates, for receiving the Lifetime Achievement award. How can you not honor someone who demonstrates great transparency and access by bringing her Mom! (photo number two below)

Speaking of photos, too many faces to label with captions. If you would like a high-res copy, shoot me an email: Bradley.smith@prnewswire.com.  Clicking on an image will enlarge it.

PR Newswire and Vintage Filings are proud to support the people and companies that champion the mission of investor relations. We like to think of ourselves as part of that group. 

ir_awards2013_1 ir_awards2013_10ir_awards2013_2ir_awards2013_3ir_awards2013_4ir_awards2013_5ir_awards2013_6ir_awards2013_7ir_awards2013_8ir_awards2013_9
ir_awards2013_11 ir_awards2013_12 ir_awards2013_13 ir_awards2013_14 ir_awards2013_15 ir_awards2013_16 ir_awards2013_17 ir_awards2013_18 ir_awards2013_19 ir_awards2013_20 ir_awards2013_21 ir_awards2013_22 ir_awards2013_23 ir_awards2013_24 ir_awards2013_25 ir_awards2013_26 ir_awards2013_27 ir_awards2013_28 ir_awards2013_29 ir_awards2013_30 ir_awards2013_31The nights’ winners:

  • Grand prix for best large cap overall investor relations: Covidien $COV
  • Grand prix for best mid-cap investor relations program: Broadcom $BRCM
  • Grand prix for best small cap investor relations program: ViroPharma $VPHM
  • Best IR large cap professional: Coleman Lannum, Covidien $COV
  • Best IR mid-cap professional:  Jeffrey Chastain, Noble Corp. $NE
  • Best small cap  IR professional(s): Robert Doody & Will Roberts, ViroPharma $VPHM
  • Best IR by a large cap  CEO/chairman: Jamie Dimon, JPMorgan Chase $JPM
  • Best IR by a mid-cap  CEO/chairman: Jack Fusco, Calpine $CPN
  • Best IR by a small cap CEO/chairman: Jon Bortz, Pebblebrook Hotel Trust $PEB
  • Best IR by a large cap  CFO: David Anderson, Honeywell $HON
  • Best IR by a mid-cap CFO: Thomas Conforti, Wyndham Worldwide $WYN
  • Best IR by a small cap CFO: Gregory Browne, Cyberonics $CYBX
  • Best financial reporting: Intel $INTC
  • Best use of technology for IR: Danaher Corporation $DHR
  • Best investment community meetings: Intel $INTC
  • Best corporate governance: Intel $INTC
  • Most progress in IR: Maxim Integrated $MXIM
  • Best sustainability practice: FedEx $FDX
  • Best IR during a corporate transaction: Express Scripts $ESRX
  • Best crisis management: JPMorgan Chase $JPM
  • Best IR for an IPO: ServiceNow $NOW
  • Best IR by an Asia-Pacific company in the US market: Silicon Motion Technology Corp $SIMO
  • Best IR by an European company in the US market: Roche Holding $RHHBY
  • Best IR by a Latin American company in the US market: BM&F Bovespa

Have a great day.

Je pense que c’est merveilleux que l’App Chambre IR est désormais disponible en plusieurs langues

montreal-canadaGrande annonce cette semaine – la grande famille canadienne, CNW offre maintenant l’App Chambre IR à nos clients canadiens et des clients potentiels – avec les caractéristiques spécifiques de la TSX et de nouveaux SEDAR nourrit ainsi qu’une version en langue française.

En savoir plus ici.

PS: j’ai utilisé Google Translate pour écrire ceci. J’ai à peine passé l’espagnol à l’école secondaire.

Passez une bonne journée.

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I think it is wonderful that the IR Room App is now available in different languages

Great announcement this week – our Canadian family, CNW, is now offering the IR Room App to our Canadian clients and prospective clients – with the specific new features of TSX and SEDAR feeds as well as a French language version.

Learn more here.

PS: I used Google Translate to write this. I barely passed Spanish in high school.

Have a great day.

Experts discuss the Practical v. Perfect Worlds of RegFD and mobile app(lications)

Todays’ 30 minutes webinar titled Regulating Mobile: Reg FD and Disclosure in the age of the app brought up important points regarding the communications technology changes that the web hath brung since the 2008 revised guidance of RegFD.

Log in here to watch the webcast. 

Regulating Mobile_Webinar Slides_3.13.13

Both our speakers had a depth of insight on the realistically blended topic of social media and mobile apps use in IR. You’ll find Jeff Corbin’s letter exchange with the SEC (regarding Netflix’s and their Wells Notice) of interest.

Give the webcast a listen. It’s short, especially if you skip over the annoying hosts’ introduction. All that guy is trying to do is have you REQUEST MORE INFORMATION about our IR Room App.

Have a great day.

Free webinar: Regulating Mobile- Reg FD and Disclosure in the age of the app

NEW YORK/ March 12, 2013: PR Newswire and theIRapp™ are pleased to invite investor relations, corporate communications and corporate counsel departments to an educational webinar:

Regulating Mobile: Reg FD and Disclosure in the age of the app

  • Date: March 13, 2013
  • Time: 1:00-1:30pm EST
  • Registration: Click here

Given the explosion of mobile device usage over the past couple of years, there is no question that mobile technology will continue to advance and individuals will become more dependent on them. Where does mobile fit in with regard to the disclosure of material information and Regulation Fair Disclosure? How are public companies approaching disclosure issues when it comes to developing their mobile IR strategy?

InvestorRoomAp_BLOG

Presenters:

  • Jeff Corbin, co-founder, theIRapp™
  • Colin J. Diamond, Partner, White & Case LLP

During this event we will explore how mobile strategies can be deployed to satisfy Reg FD and what the future holds for SEC regulation as the “information revolution” continues to unfold. We will also highlight best practices public companies should consider with respect to mobility.

An archive will be available if you cannot attend in real-time.

If you would like information about launching your mobile IR communications with the IR Room App, please click here. 

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About PR Newswire

PR Newswire (www.prnewswire.com) is the premier global provider of multimedia platforms that enable marketers, corporate communicators, sustainability officers, public affairs and investor relations officers to leverage content to engage with all their key audiences. Having pioneered the commercial news distribution industry 58 years ago, PR Newswire today provides end-to-end solutions to produce, optimize and target content — from rich media to online video to multimedia — and then distribute content and measure results across traditional, digital, mobile and social channels. Combining the world’s largest multi-channel, multi-cultural content distribution and optimization network with comprehensive workflow tools and platforms, PR Newswire enables the world’s enterprises to engage opportunity everywhere it exists. PR Newswire serves tens of thousands of clients from offices in the Americas, Europe, Middle East, Africa and the Asia-Pacific region, and is a UBM plc company.

About theIRapp™

theIRapp™ (www.theIRapp.com) is a turnkey mobile investor relations application building solution available to all publicly traded companies listed on all global stock exchanges. It enables a company’s investor relations information to be downloaded via Apple’s App Store on the iPhone and iPad as well as Google Play for Android devices. theIRapp is a simple way for investors to engage with critical company and stock information. theIRapp delivers easy sharing of content with colleagues and friends as a next generation IR solution for establishing transparency, building shareholder loyalty, and expanding an investor following.

By providing a company’s ticker symbol and logo, a public company can have its own customized app available as a free download across millions of investors in less than three weeks. Through theIRapp™, retail and institutional investors have access to automated, real-time stock price information (via live data feeds), press releases, SEC filings, analyst coverage, corporate documents (fact sheets, presentations, etc.), videos, audiocast conference calls, upcoming events and other custom company information.

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CONTACT
Bradley H Smith
Director of Marketing, IR and Compliance
PR Newswire
201 942 7157
Bradley.smith@prnewswire.com

Video: How OTC Markets issuers can send news and target investors directly from their OTC Markets desktop

The OTC Markets reported their 2012 trading statistics and highlights today. Congrats to them for their continued growth. You can read their press release here.

Of special note is they highlight our partnership.

“OTC Markets Group made significant enhancements to its OTC Disclosure & News Service… In the fourth quarter of 2012, the company announced a partnership with PR Newswire that integrates PR Newswire’s news distribution service with OTC Markets Group’s OTCIQ.com IR and business intelligence portal for OTCQX, OTCQB and OTC Pink companies. “

Easy workflow. Superior distribution. Better outbound. 

That’s the simple goal behind our collaboration. If any IR department (or harried CFO) needs a few time-saving steps, it’s the leaner departments generally found within OTC issuers. Thank you to Cromwell Coulson, President and CEO of OTC Markets Group, for this terrific opportunity to help OTC issuers amplify the “oomph” of their shareholder communications.

How-to video:

Want to see how easy it is to send a press release from the OTCIQ? Just fill out this form here and identify yourself as an OTC markets listed company. We must verify your listing before sending you the “How-to” video link.

VIDEO HOW TO: OTC issuers can send news directly from their OTC Markets desktop

Have a great day.

REIT Companies Join to Webcast Live for Special March 7th RetailInvestorConferences.com Event

Live, online webcasts presentations allow investors to ask questions in real-time and “chat” in virtual trade booths

New York, NY, March 4 /PRNewswire/ — BetterInvesting (NAIC), PR Newswire and MUNCmedia today announced the agenda of the upcoming RetailInvestorConferences.com, the monthly online investor conference series. Individual investors, institutional investors and analysts are invited.

Organized with CCG Investor Relations, this is the first use of this unique retail investor platform specifically for the $600bn publicly-quoted Real Estate Investment Trust sector.

LINK: www.retailinvestorconferences.com > red “register/ watch event now” button

Pre-registration is suggested to save time: There is no fee for anyone to log-in, attend the live presentations and ask questions.

March 7th Agenda: all times are Eastern standard

9:15 AM – 10:00 AM NAREIT®, the National Association of Real Estate Investment Trusts® Investor Education Session:

“A Guide to REIT Investing”

10:15 AM – 10:45 AM National Retail Properties, Inc. NYSE: NNN
11:00 PM – 11:30 AM DDR Corp. NYSE: DDR
11:45 AM – 12:15 PM Extra Space Storage Inc. NYSE: EXR
12:30 PM – 1:00 PM Alexandria Real Estate Equities, Inc. NYSE: ARE
1:15 PM – 1:45 PM EPR Properties NYSE: EPR
2:00 PM – 2:30 PM Kimco Realty NYSE: KIM

These monthly conferences are a an integral element within PR Newswire’s Capital Markets Visibility 365, a new investor relations strategy designed for small and micro-cap companies.  Click here to watch Capital Markets Visibility 365 videos.

February’s Life Sciences & Healthcare conference 24/7 replay: www.retailinvestorconferences.com > red “register/ watch event now” button all times are Eastern standard

Oramed Pharmaceuticals, Inc. NASDAQ: ORMP
Venaxis, Inc. NASDAQ: APPY
ICLUBCentral Investor Education Session

 

Vasomedical, Inc. OTC: VASO
Senesco Technologies, Inc. OTC: SNTI
Aethlon Medical, Inc. OTC: AEMD
Inovio Pharmaceuticals, Inc. NYSE: INO

The next event is April 4, 2013 — time slots are filling quickly: It is recommended that public companies book their preferred time slot now. Click here to email John Viglotti at PR Newswire. IR firms and PR firms are invited to contact Viglotti.

Planning calendar available: To facilitate investor relations scheduling and budgeting, a full calendar of Retail Investor Conferences.com dates is available at http://www.retailinvestorconferences.com/VRIC_calendar.html

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About BetterInvesting

Since 1951, BetterInvesting (www.betterinvesting.org), the brand identity of the National Association of Investors Corporation, has helped over 5 million people become better, more informed investors. BetterInvesting, based in Madison Heights, Mich., helps its members build wealth through local, regional and national learning events as well as through Web-based tools, software, member publications and online resources. As the nation’s largest nonprofit organization dedicated to investment education, it provides investing knowledge and practical investing experience through local investment clubs, local volunteer chapters, online courses and an active online community. BetterInvesting and its subsidiary, ICLUBcentral, currently serve over 120,000 investors.

About PR Newswire

PR Newswire (www.prnewswire.com) is the premier global provider of multimedia platforms that enable marketers, corporate communicators, sustainability officers, public affairs and investor relations officers to leverage content to engage with all their key audiences. Having pioneered the commercial news distribution industry 56 years ago, PR Newswire today provides end-to-end solutions to produce, optimize and target content – from rich media to online video to multimedia – and then distribute content and measure results across traditional, digital, mobile and social channels. Combining the world’s largest multi-channel, multi-cultural content distribution and optimization network with comprehensive workflow tools and platforms, PR Newswire enables the world’s enterprises to engage opportunity everywhere it exists. PR Newswire serves tens of thousands of clients from offices in the Americas, Europe, Middle East, Africa and the Asia-Pacific region, and is a United Business Media company.

Twitter @IRandCompliance

About MUNCmedia

MUNCmedia (MUNCmedia.com) is the first Information Media Network and world leader in web-based Retail Investor Targeting solutions. We provide online corporate communications, research and media solution to companies worldwide. From targeting press releases one-to-one to individual investors to corporate video PR content, MUNCmedia helps companies deliver targeted and scalable messages to the precise audience in real-time. MUNCmedia was founded in 2006 and is headquartered in New York, NY with a regional offices in Bellevue, WA.

About CCG Investor Relations

CCG is a leading global investor relations and strategic communications consulting firm. In business for more than 30 years, the agency provides a complete range of investor communications and counseling, through our offices in the US, Israel and China to clients across multiple capital markets. CCG has been awarded a number of industry honors for its handling of complex investor relations and crisis communications matters. For further information, contact CCG directly, or visit the Company’s web sites at http://www.ccgir.com/ and http://www.ccgirasia.com.

Media Contacts:

Bradley H. Smith

Director of Marketing, IR and Compliance Services

PR Newswire

+1 201.947.7157

bradley.smith@prnewswire.com

February’s recap: Investor relations and SEC compliance posts

IR blog review

Below are the February stories from this blog. Of special IR interest was the release of our new white paper report “How Investors Consume Investor Relations Content.” The survey is comprised of over 8,700 responses. Click here to download the report.

For compliance-minded folks, a popular discussion was the brief discussion that XBRL limited liability is expiring for most everyone now. Quality matters! Read the blog post here.


Let’s not confuse material disclosure with meaningful distribution

This Yahoo! homepage headline should link to your IR content, not to a stock newsletter

Last week’s IPOs and Transactions

Infographic & question #15: Do you read written transcripts of a company’s earnings call?

Riding XBRL without training wheels (aka limited liability)

Looking at XBRL with 3D glasses

Last week’s IPOs and Transactions

XBRL News for Filers – SEC Enforcing Use of Units Registry: Educational 2/19 webcast

Content is the missing link between investor relations and social media

PR Newswire Releases New Report on How Investors Consume Content from Public Companies

We’re Looking for a Few Good REITs

Last week’s IPOs and Transactions

Infographic & question #14: Have you ever physically attended an Annual Shareholder Meeting?

Life Sciences and Healthcare Companies Join to Webcast Live at February 7th RetailInvestorConferences.com

Last week’s IPOs and Transactions

Have a great day.

Let’s not confuse material disclosure with meaningful distribution

This week, I was forwarded a sales pitch that a competitor sent to one of our clients regarding news distribution. The point the sales person wanted to sell was they “were good enough.” That’s a “C” on a report card – and it brought to mind the difference between material disclosure v. meaningful distribution. In fact, if you want “good enough” for RegFD, don’t use ANY newswire. That’s what that sales person should have pitched.

Let’s not confuse material disclosure with meaningful distribution

In 2008, the SEC recognized that a corporate investor relations website is a recognized channel for material disclosure. The SEC proclaimed that companies are no longer required to use a newswire for RegFD. Just post your news on your IR website. The industry pundits went wild and, sadly, by the close of 2009, all the newswire vendors were out of business. Oh, wait – that didn’t happen.

What DID happen was that the investor relations departments themselves demonstrated their prowess for their external shareholder communications and their understanding that “good enough” may be a fair base for Fair Disclosure, but not for shareholder communications. Shareholder communications is a blend of sales, marketing and client service – all of which need to continually reach out to find new customers (investors) as well as reinforce the buying decision (hold!) of current clients (shareholders).

Fast forward to distribution 2013 and the vocabulary of what “news” distribution is. As far as the web is concerned, news is now “content,” and prevailing content marketing methodologies stress that corporate communications needs to go beyond the traditional online news portals and aggregator feeds and be targeted to pertinent topic and sector influencers: an outbound communications mosaic in concert with how the web works today.

Disclosure is for the SEC. Distribution is for growth. That’s the guidance we give our investor relations clients. We want their report cards to have all “A+” grades.

Have a great day.