As one of 3,800 issuers listed on the TSX/TSX-V, how can you distinguish your story? How can you effectively connect with the retail audience?
Check out this TMX Equicom webinar and learn how to:
- Increase visibility
- Diversify your shareholder base
- Reduce volatility
- Improve liquidity
5. About Retail Investors
Individual investor
1 in 2 Canadians own stock
Purchase in small amount
$166B in discount brokerages
Average portfolio $60-100k
Average 3-4 trades per Q*
6. About Retail
Tend to take long term approach 5
limited time for investment
decisions 3
Invest in Companies they know 1
4
3800 co’s on TSX/TSX-V
Become loyal investors 2
Wave theory
Investor confidence
(Dent 2004)
*Source: Investor Economics 2009
7. Why Retail is important
Diversify investor base
Generate liquidity
They have capital
10. Indirect: Retail Brokers
Two types: Stock picker or Asset
gatherer
Average 2 trades per account
per quarter*
Heavy reliance on analysts
Move towards active
management
Concentrated in large urban
markets
*Source: Investor Economics 2009
12. Indirect: Retail Brokers
Targeting is critical
Find champions
Broker Lunches/Branch
Presentations
Don’t forget local market
Gather Feedback
Update regularly – Top 10
Provide succinct and compelling
points
13. Pitching your story: messaging
the right information
rapidly transferred
with high recall
15. it’s about distilled nuggets
mission
product table of
description contents
board values
vision growth
last year’s strategy
results awards
something features
big coming
benefits capabilities
intellectual head shots
property
corporate
governance
media
coverage
value
proposition
16. typically, the big three
need
expressed opportunity
need strategic, core differentiator
addressed (what defines you, guides all you do)
growth
strategy how you are going to stay on top
24. Indirect: Sell-Side Analysts
Target key Analysts in the sector
Focus on the growth strategy, Significant influence
Clearly identify milestones
over brokers
Can help facilitate meetings
Quotable for media
25. The broker roadshow
Quarterly
CEO/CFO mandatory
Road new potential investors/
current shareholders
Tips leverage sell side
Gather feedback
Build presence/maintain
visibility
27. Direct: Business Media - Working with Journalists
Focus on key messages
Identify sector reporter
Target media carefully
Select a media spokesperson
Media training
28. Direct: Business Media – working with Journalists
Shrinking Newsrooms
Growth of online media
Main source of investor
information is now online
Build plan – getting coverage
takes time
Be realistic
29. Direct: Social Media
Ensure maximum visibility
Build concerted strategy
Make your own news
Amp up Google juice
Crisis communications