Category Archives: Self-directed investors

IR should not “engage” in social media

It’s been a full year since the SEC released new Regulation Fair Disclosure guidance in regard to social media. Oversimplified, on April 3, 2013, the SEC stated that social media distribution is at legal disclosure par with the other distribution methods.

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Needless to say, the new guidance has not created a watershed, transformational or disruptive event. The year has given us a few examples, both pro and con, of investor relations departments branching out in social media. That’s very good, because social media is how millions of people work and play online. Undeniable.

And that brings us back to the title of this blog: IR should not “engage” in social media. Obviously, the key word to focus on is engage. Its a great word for marketing, an excellent word for sales – but it is an unrealistic social media word for investor relations. It indicates interaction and dialog. As this survey shows, unrealistic.

IR should broadcast in social media. Get your news into the stream broadly and non-selectively. Especially StockTwits and Twitter. You don’t need to participate in any conversations, but you certainly should enable conversations amongst the Cashtaggers - the hipster name for investors who discuss stocks in StockTwits and Twitter. Let the Cashtaggers engage about your company.

Also, stop looking for IR social media ROI. IR won’t find any that fits into the current investor relations success metrics. Another suggestion is don’t expect to find your targeted institutional investors or analysts in the stream. Privacy and intellectual (trade) property is their DNA. Institutional investors and portfolio managers don’t file their SEC 13-Fs until the last possible moment… they sure as heck are not going to tweet “I’m long on $XYZ.” (BTW, the Carl Icahn “single tweet” example is a predatory marketing example, not a capital markets example)

End game: What is IR to do?

  • Automate your press releases to distribute into StockTwits and Twitter. This automation mitigates RegFD risk.
  • Always use your cashtag in your posts.
  • Ask your PR team to use your cashtag in their posts.
  • Unless you have important market moving news, don’t fill your brain with monitoring your cashtag. It will be meaningless and will make you dislike social media even more. Mostly, you’ll see quick bits from day traders.
  • Don’t pepper your social media with personal quips or interesting articles. Social media is an SEC recognized disclosure channel and anything your post will be dissected by the SEC and predatory investors looking for hints. Set the precedent with investors “this is all news.”
Click image to get our "How to" IR & social media whitepaper

Click image to get our “How to” IR & social media whitepaper

That last point is a little gray, especially for small and microcaps. Social media could be used strategically as an important channel to Cashtaggers / day-traders, an important source of liquidity. Small and microcaps often fill the role of being their own “sell-side analysts,” but be wary – exactly as Yahoo Chat boards, these folks are not your friends, have zero interest in a relationship and are going to sell you at the first winning opportunity.

Social media is a mature media. By now, we all know what and where it excels and falters: that knowledge removes the risk. It is neither IR’s Holy Grail nor Black Plague: it is a distribution channel… a viable tile in the shareholder communications mosaic.

IR should broadcast in social media. Get your news into the stream broadly and non-selectively.

Have a great day.

Two reports offer a comprehensive view on Main Street investors

Blog karma. Yesterday’s posting of the Shareholder Confidence 365 Study result on annual reports flows perfectly into the new ProxyPulse report from Broadridge and PwC. The ProxyPulse report is a very worthwhile read.  

As an obvious companion report, I biasly recommend our Fall 2013 How Investors Consume Your IR Content report (download link on the right). Together, these two reports offer the most comprehensive view on Main Street.

From the Broadridge and PwC report, I especially like that they are challenging the Board of Directors to think (and ask questions) about retail. From ProxyPulse:

10 QUESTIONS DIRECTORS SHOULD ASK:

  1. What is the institutional and retail mix of our company’s share ownership?
  2. Do we fully understand the impact of retail voting at our company?
  3. How does our company’s size and mix of institutional and retail ownership impact the voting participation of our shareholders?
  4. Does the company have a communication program that allows for adequate engagement with all shareholders?
  5. How does our company’s shareholder support compare to that of our peers?
  6. Does the company anticipate a close shareholder vote on a sensitive issue?
  7. Are there situations where additional outreach to retail shareholders might make the difference on a close or sensitive voting issue?
  8. Do we understand the concerns of significant shareholders who may decide to vote against one or more of our directors, and/or pay plan, and what have we done to engage them?
  9. Have we done sufficient cost/benefit analysis of our distribution method(s) for proxy materials and its effect on voting participation?
  10. Have we had sufficient discussions around potential changes to how the company distributes proxy material?

IRROOMBLOGART

The value of retail (individual) investors varies from company to company. Beyond standard corporate transparency, how Main Street is courted is up to the issuer. The IR department creates their communications strategy that follows that value – and just like a marketing function, you focus where the money is.

Our job is to help our clients reach individual investors as efficiently as possible. An obvious example is RetailInvestorConferences.com – where 17,000 investors have opt-ed in to listen to company presentations month after month.

A less obvious example (but timely in juxtaposition to the NYSE “no more Thomson subsidy to Nasdaq” announcement) is our IR Room MST investor relations website service. We’ve added new functions that are intuitively proactive toward individual investor communications.

  • Includes a mobile app for fast, simplified access to your IR content. Safe to assume mobile is very important to retail’s research as institutions will still weigh heavy on their Bloomberg-esque portals
  • Includes a risk and hands-free solution to post your news releases into the StockTwits and Twitter streams – two networks ripe with individual investors and traders. This brief explains this newsflow.

Retail may not move your needle, but they are an outspoken group. Understanding what they want and what the do is key. Check out the reports.

Have a great day.

Chinese CEOs Use Video Webcasting to Build Shareholder Confidence With USA Investors

PR Newswire’s webcasting platform powers June 19th Deutsche Bank Depositary Receipt Virtual Investor Conference

NEW YORK /June 18, 2013/  PR Newswire today announced that seven Asia-based Deutsche Bank’s Depositary Receipt clients will be using PR Newswire’s virtual conference platform to introduce their CEO and senior executives to a USA-based investor audience. This is Deutsche Bank’s Depositary Receipt group’s third virtual conference and the first to feature Asian companies as well as the first to predominantly use video.

“A virtual investor conference is the smartest path to meet individual investors on a global scale,” said John Viglotti, VP of Investor Relations Services at PR Newswire, “however, building shareholder confidence with an investor who is 7,000 miles and twelve hours away is no easy task. Using video as a shareholder communications tool allows potential shareholders to ‘look a CEO in the eye’ and better gauge their passion and candor,” Viglotti continued.

“Once just the purvey of marketing departments, the strength of video content is driving online engagement for many divisions within public companies. For investor relations, video can be a very transparent media.”

CEOs and Investor Relations Officers from companies based in China, Hong Kong and other parts of Asia will respond to questions in real-time during formal presentations and will also interact with investors in virtual trade booths. The conference is primarily targeted to the individual retail investor but is also open to institutional investors and analysts. There is no fee for participants to log-in to attend the presentations and ask questions.

Pre-registration is suggested to save time. To register, please use the following link: https://vts.inxpo.com/Launch/QReg.htm?ShowKey=10481

June 19 Agenda (Eastern Time):

Company Name Country Ticker Symbol
9:15 AM Bona Film Group Limited China NASDAQ: BONA
10:00 AM Metro Pacific Investments Philippines OTC:MPCIY
10:45 AM China Distance Education Holdings Limited China NYSE:DL
11:30 AM China Xiniya Fashion Limited China NYSE:XNY
12:15 PM New Oriental Education & Technology Group Inc. China NYSE:EDU
13:00 PM Phoenix New Media Limited China NYSE:FENG
13:45 PM China Digital TV Holdings Co. Ltd China NYSE:STV

After the live event, presentations will be available for on-demand replay.

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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. 

CONTACT

Bradley H. Smith
Director of Marketing, Investor Relations and SEC Compliance Solutions
201 942 7157
Bradley.smith@prnewswire.com

We’re Looking for a Few Good REITs

Following of the success of February’s “Life Sciences and Heathcare” RetailInvestorConferences.com event, we’re pleased to announce the March 7th conference is a REIT event - and we still have a couple presentation slots available.

REIT Virtual Conference: Investing for Yield and Total Return 

This will be first-of-its-kind virtual REIT conference with presenting companies from each of the NAREIT sectors: Office/Industrial, Retail, Residential, Lodging, Healthcare, Self-Storage, Timber, and Mortgage.

Real question from real investors

Above: a screen shot from Aflac’s most recent presentation. They present once a quarter.

For more information – including our new special event pricing – AND to secure your presentation slot…please contact: John Viglotti, VP IR Products and Analytics, PR Newswire, +1 201-360-6767  john.viglotti@prnewswire.com

As you note below, the event will be heavily marketed to REIT-minded investors.

———————————————————————————————

Among the advantages of REITs include:

  • Achieves exposure to real estate asset class through a convenient and liquid instrument,
  • Historically ownership has increased investor’s total return while lowering overall portfolio risk,
  • Dividend growth of REIT shares has outpaced inflation for the past decade.

The REIT Virtual Conference provides investors with a convenient introduction to the basics of REIT investing, the recommendations of some of the top analysts and investors in the industry, and the opportunity to learn about across multiple REIT sub-sectors.

Format

  • Guide to REIT Investing: Educational Presentation by NAREIT (TBC)
    • 30 minutes 
  • REITS 2013: Key Trends and Top Picks: Panel of Sell-side and Buy-side REIT Specialists
    • 60 minutes 
  • Company Presentations: Public REITs Covering Range of Sub-sectors
    • 20 minutes
    • 10 min Q&A 
  • Company Exhibit Booth: Access to corporate investor materials, videos, and opportunity to chat with management

 Benefits to Issuers 

The REIT Virtual Conference provides REITs with the opportunity to broaden their marketing and investor education efforts to encompass retail investors and small funds that typically could not be reached cost-effectively. In addition to the live event, the archived presentation will provide you with an effective tool for ongoing communication of your story to interested individuals. Hosted by some of the top names in financial news and retail investor communication, the event is backed by a unique set of marketing skills and reach.

 What You Will Receive 

Focused Pre-event Marketing

  • One CNW / PR Newswire press release from your company announcing your company’s participation in a conference and inviting  sector analysts, media and investors to your LIVE presentation
  • One CNW / PR Newswire press release announcing the full conference agenda, including your company’s participation
  • One email invitation to BetterInvesting’s 120,000 high equity member base announcing the full conference agenda, including your company’s participation
  • Email campaign to buy and sell side REIT analysts and portfolio managers
  • Event link on BetterInvesting.org and other retail investor portals
  • Email broadcast  to BetterInvesting retail investors notifying them of conference
  • Conference advertisement in BetterInvesting Magazine and e-Newsletter
  • Social media outreach

Event day 

  • Half hour dedicated time for selected REITs to tell investors the key points of their investment thesis in twenty minutes. No other presentations will occur during your time slot
  • Audio and slide webcast presentation in the auditorium including live Q&A with  investors
  • Post-presentation interaction for senior management in your virtual “trade booth”
  • Exhibit hall “trade booth” to display videos, offer investor kits and chat in real-time with attendees 

Post-event Outreach

  • One CNW / PR Newswire press release announcing your company’s participation in a conference and inviting  sector analysts, media and investors to your ARCHIVE presentation
  • Email broadcast  to BetterInvesting retail investors announcing company’s participation in a conference and inviting them to your ARCHIVE presentation
  • Email campaign to buy and sell side REIT analysts and portfolio managers social media outreach
  • Digital record of all investor interactions for compliance and material disclosure

Advantages of the REIT Virtual Conference include:

Educational focus:

  • Providing investors the tools and background to understand REIT asset class
  • Positions your company in select group of premium REIT stocks

Low effort:

  • No travel required –   C-level executives have the convenience to present LIVE from their own offices / location
  • Minimum time investment: typical 60 minutes on event day: C-level executives can also pre-record their remarks in any free moment and respond to submitted questions via email,

Effective reach:

  • Larger audience than a single retail event
  • Opportunity for these investors to opt in to become followers of your company and for you to enhance your  investor database
  • 90-day archive for increased visibility

For more information and to secure your presentation slot please contact:

John Viglotti, VP IR Products and Analytics, PR Newswire

+1 201-360-6767  john.viglotti@prnewswire.com

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

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

New York, NY, Feb 5th /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.

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

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

February 7th Agenda: all times are Eastern standard

9:15 AM – 9:50 AM Oramed Pharmaceuticals, Inc. OTC: ORMPD
10:00 AM – 10:50 AM Venaxis, Inc. NASDAQ: APPY
11:00 AM – 11:50 AM ICLUBcentral Investor Education Session
12:00 PM – 12:50 PM Vasomedical, Inc. OTC: VASO
1:00 PM – 1:50 PM Senesco Technologies, Inc. OTC: SNTI
2:00 PM – 2:50 PM Aethlon Medical, Inc. OTC: AEMD
3:00 PM – 3:50 PM Inovio Pharmaceuticals, Inc. NYSE: INO

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.

The next event is March 7, 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-

Media Contacts:

 

Bradley H. Smith

Director of Marketing, IR and Compliance Services

PR Newswire

+1 201.947.7157

bradley.smith@prnewswire.com

 

Adam Ritt

Director of Communications

BetterInvesting

+1 248.654.3045

adamr@betterinvesting.org

“I love the smell of retail investors in the morning”

Ahhh…second only to walking up to a pot of hot coffee and fluffy waffles, this morning, we were all greeted with a WSJ front page article reporting that individual investors are actually helping drive the market.

“I love the smell of retail investors in the morning”

Retail investors may not “move the needle” for many companies, but thousands of companies DO depend on the strengths Main Street brings. Regardless, I’ll take any positive sentiment and an uptick in confidence. Apocalypse wow.

Reaching individual investors is an important strategy for many public companies – you can view our ever expanding client list on RetailInvestorConferences.com.

Read information about our comprehensive investor outbound targeting package here.

Have a great day.

IR Room App – alerts and convenience

I don’t need to explain to anyone that tablet and smart device use escalates each day. You can gauge that for yourself per it seems every other television commercial is for a smart device or a wire plan. More analytically, we also have our investor survey coming out with data on smart device ownership by investors.

What I do want to explain is, in my opinion, the #1 benefit of implementing an IR Room App: the news and SEC alerts display to investors. News and SEC files are the top “inbound marketing” content investors want. The IR Room App assures that your mobile investors will see your company’s momentum. This is a screen capture of my iPad.

 The IR Room App is "perfectly priced"

Convenience is a subjective term. In this context, it refers to the 24/7 anywhere attributes of mobile devices. Investors and media will read your news at their pace and with the more focused intimacy that tablets offer… while others will see the breaking news and instantly act (Buy! Hold! Sell! Punt!) on the news.

2013 IR needs a mobile strategy, even if it’s a “lite” version to start.  The IR Room App is VERY easy-to-launch for your department. Learn how effortless it is to get your own app.

Have a great day.

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New InsideInvestorRelations.com article underscores why PR Newswire partnered with StockTwits

Inside Investor Relations have just published “Investors explore social media: A look at why institutional investors have started using social media.”  This piece absolutely underscores our motives (view our announcement here) for embedding StockTwits IR into our exclusive Capital Markets Visibility 365 program.

Investors, both individual and institutional, are using social media. IR departments should, at the very least, be agile listeners. That’s it for now. Just listen. Capital Markets Visibility 365 provides IROs the full StockTwits monitoring and measurement capabilities simultaneously with the PR Newswire’s comprehensive news distribution and shareholder communications solutions.

Request a Capital Markets Visibility 365 demonstration here.

From the article:

“And he [StockTwits CEO Howard Lindzon] should know because it’s applications like StockTwits …that are making the endless sea of noise from social media more meaningful for investors.”

That’s an important point. Think of StockTwits as a proactive “Twitter filter.”  All conversations are about the market …and unlike “stock chat rooms,” StockTwits lock out anyone that is spamming or pump-and-dumping.

Read the full IR magazine article here.

Have a great day.

Explaining the 12 components of Capital Markets Visibility 365

There is no one, single golden egg to investor relations – nor is there a golden egg for finding and engaging new investors into your stock. Pump-and-dump promoters will tell small and microcap CEOs otherwise, but their “campaigns” are not engaging investors. They’re merely informing their entrenched network of gamblers of a new game of “Buy Low Sell Short.”

Plus, not to mix too many metaphors, while the “playahs” are inside the casino winning …you’re outside getting sick on the stock price / volume rollercoaster. 

Capital Markets Visibility 365 was created expressly to provide small and microcap companies a steady, transparent AND EASY TO IMPLIMENT strategy to find new investors as well as build long-term relationships.

Ok, now jumping back to my egg metaphor, over the next two weeks, I will explain each of the 12 components within Capital Markets Visibility 365 and why this multi-egg (?) strategy will create a consistent presence in front of Wall Street, Main Street, the financial media and social media-based investors with StockTwits.

You can watch brief videos of Capital Markets Visibility 365 here. 

Have a great day.

REIT MEET & GREET (… at IMN’s well-attended annual conference)

Vinatge Filings is pleased to be a sponsor at today and tomorrow’s Information Management Network’s Ninth Annual New York Non Traded REIT Industry Symposium ( I simply call it the IMNNANYNTREITIS).

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Retail investors like REITs – we’ve had CEOs from several REITs present (live, online roadshow) at RetailInvestorConferences.com.

What is a REIT? From Investopedia:

“A security that sells like a stock on the major exchanges and invests in real estate directly, either through properties or mortgages. REITs receive special tax considerations and typically offer investors high yields, as well as a highly liquid method of investing in real estate.

Individuals can invest in REITs either by purchasing their shares directly on an open exchange or by investing in a mutual fund that specializes in public real estate. An additional benefit to investing in REITs is the fact that many are accompanied by dividend reinvestment plans (DRIPs). Among other things, REITs invest in shopping malls, office buildings, apartments, warehouses and hotels. Some REITs will invest specifically in one area of real estate – shopping malls, for example – or in one specific region, state or country. Investing in REITs is a liquid, dividend-paying means of participating in the real estate market.”

Have a great day.