Comments for IR Web Report

Comment on At JP Morgan’s healthcare confab, social media & suits by Three Conferences, Two Cities, One Vision of Healthcare’s Future? « Popper and Co.

Fri, 06 Jan 2012 14:03:55 +0000

[...] a pulse-check on the outlook for the coming year. The overall sentiment at JPM is often cited as an industry barometer and by Tuesday or Wednesday we’ll all be reading and hearing about “the mood at JP Morgan.” [...]

Comment on Crisis investor relations in the age of social media by Anonymous

Anonymous — Tue, 20 Dec 2011 18:06:00 +0000

ShareGate is a good idea, but not likely to reach scale. Social media’s at a point where people need to stop building their own platforms and instead build on top of existing platforms like Facebook and Twitter.

StockTwits already has an enormous base of investors using it – since it’s built on top of Twitter – and already has a somewhat popular IR. https://stocktwits.com/ir

Comment on If tweets had disclaimers by Twitter and Legal Disclaimers…does it work? «

Twitter and Legal Disclaimers…does it work? « — Sun, 18 Dec 2011 22:28:44 +0000

[...] all led me to do a quick google search which yielded me an interesting article from early 2010 on IRWebReport.com. In this article the exact issues I addressed are discussed: [...]

Comment on Social media investor relations reaches tipping point by The Social Media Investor Relations Tipping Point…and Stocktwits! | Howard Lindzon

Sun, 18 Dec 2011 16:27:11 +0000

[...] world as we build out Stocktwits for the Enterprise. As Dominic says on his forward thinking blog IR Web Report, we have tipped. Social Media is investor [...]

Comment on Crisis investor relations in the age of social media by Dominic Jones

Dominic Jones — Thu, 08 Dec 2011 17:35:00 +0000

Interesting

visit http://premium.irwebreport.com

Comment on Crisis investor relations in the age of social media by CorpGov.net

CorpGov.net — Thu, 08 Dec 2011 17:05:00 +0000

Regardless of if we need them, separate social media platforms seem bound to proliferate. One newly coming online is http://sharegate.com/. The site is robust and appears focused on long-term owners by facilitating discussions among investors and between investors and management, including discussion of proxy proposals.

Comment on Crisis investor relations in the age of social media by Dominic Jones

Dominic Jones — Thu, 08 Dec 2011 08:36:00 +0000

Do we really need a separate social media platform to reach long-term investors who probably already know about a company’s website and will visit it in a crisis?

Why not use a company website or blog to post detailed responses and use social sites and PR wire advisories, to 1) immediately respond to new accusations and 2) alert the market and media to comprehensive rebuttals on companies’ sites or blogs?

Comment on Do Motley Fool’s live CEO chats mark a new era for IR? by Crisis investor relations in the age of social media | IR Web Report

Crisis investor relations in the age of social media | IR Web Report — Thu, 08 Dec 2011 08:29:51 +0000

[...] platform I’ve seen for public companies looking to engage long-term investors online has been Motley Fool. They’ve held some incredibly substantive community-driven Q&As with public company [...]

Comment on Private meetings undermine fair disclosure, study finds by Dominic Jones

Dominic Jones — Mon, 05 Dec 2011 22:19:00 +0000

I hear similar explanations all the time from IR professionals. However, I’m not convinced that:

1.) Executives are better than the rest of humanity at not letting something slip.

2.) Executives understand better than everyone else, from regulators to judges, what is material information to investors.

3.) Hedge funds are just smarter and don’t get anything out of the billions they collectively spend on getting access to executives.

4.) Sell-side firms don’t penalize companies that don’t play the access game.

5.) IROs don’t blackball corporate access events of sell-side firms that have hold or sell recommendations on their stock.

6.) Nothing gets said in the conference hallways, breakout sessions or one-on-ones that isn’t also said in the public presentation that is webcast.

Maybe I’ve just been reading too many public opinion polls about Wall Street and corporate fat cats, but I’m not buying any of it. :-)

Comment on Private meetings undermine fair disclosure, study finds by Matthew Balfour

Matthew Balfour — Mon, 05 Dec 2011 21:06:00 +0000

As an IR practitioner for an NYSE listed company, my personal take is that these “Corporate Access” (CA) firms are not providing anything unique or special. I have seen on multiple occasions a CA firm reach out to us and say “we have some interested investors we would love for you to come meet with (or bring to your office) that we think are a good profile fit for owning your stock” and it turns out that a fair number of said institutional investors we have already met with while marketing with an I-Bank that covers our stock. We have hosted meetings with institutional investors of all sizes that reach out to us directly – even meeting off-site or in the restaurant of the hotel of an I-Bank conference for interested parties that are not attending said conference (not a client of the I-Bank hosting the conference). We also meet with all flavors/sizes of institutional investors; no one gets preferential treatment/access.
As for an advantage gained by 1×1 meetings, be it a phone conversation, I-Bank conference or I-Bank/CA Firm roadshow 1×1 meeting, the same rules for not sharing more with an individual than is shared publically apply. To comply with Reg FD, webcasts of conference presentations and earnings calls are archived for a significant amount of time which make the playing field quiet fair if all parties abide by the rules. We are well versed in saying no or that is something we don’t disclose and then just stop talking, I truly think that is the real heart of the matter with any “advantage” gained from meetings with listed company management teams.