Investor Relations

Regular Top 20 Shareholder Briefings
Investor Road Shows
Continuous Publicity Creation Ongoing Broker Promotion

Proxy Solicitation
logomiddle Drafting and Promotion of Press/ASX Releases
AGM/General Meeting Communications Management Local Representation for National / International Investors
Market Friendly Question and Answer Scripts Board Performance Assessment Surveys
Beneficial Owner Searches Share Register Analysis
Merger and Acquisition Communication Management National Email Database of Stockbrokers & Journalists
Proposal and Report Writing Investor Perception Market Research Monthly Top 20 Report Presentation Creation

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Investor Road Shows:

If you are an ASX listed company seeking further investment or you are looking to list your company on the ASX, Birney Corporate can assist you with your investor relations program.

We will arrange and co-ordinate “Road-Shows” around the country that will allow you to present your company to multiple stockbrokers, corporate investment specialists and other investors over a period of a few days.

Birney Corporate will assist you to put together attractive presentations and if required we will generally accompany you on the Road Show.

We will take notes of pertinent questions asked during meetings and compile a report on the interaction that you had with each attendee during the road show.

Post Road Show we will make contact with those who attended your presentations with a view to soliciting honest and useful feedback and to determine what level of interest they or their clients have in investing.

National Email Database of Stockbrokers & Journalists

Birney Corporate have one of the most comprehensive email databases in the business. Our national database consists of Corporate Finance Professionals, Stockbrokers, Fund Managers and Journalists and it is used by our clients to distribute ASX and media releases directly to the in boxes of people that matter.

The Birney Corporate email database has taken years to build and is a very valuable tool for public companies that are looking to create new audiences for their story.

Ongoing Broker Promotion:

Birney Corporate will promote your company to the broker and corporate finance community on an ongoing basis.

We will arrange broker presentations, one on one investor/broker meetings and over time we will seek to increase/create broker research coverage of your stock.

We will also seek out institutional investors that have a mandate that is relevant to your company and we will arrange one on one meetings and presentations.

Importantly we will assist you to develop your key messages for investors and to formulate smart presentations that capture people’s attention through the use of well laid out facts and figures and appropriate use of “best case scenario” projections.

We will include your story in our regular and ongoing communications with brokers and we will seek to keep your company relevant and topical with the investment community.

Drafting & Promotion of Press/ASX Releases

Every day, media outlets receive a sea of media and ASX Releases from companies seeking publicity for their project or issue.

Birney Corporate are skilled in the art of making yours stand out.

There is a right way and a wrong way to craft a press release or an ASX release if you are wanting it to stand out in the crowd and Birney Corporate know just how to do that for you.

We build in an explanatory second headline that tells the entire story at the top of the release and we make sure that the opening paragraph will hold the readers attention.

A common mistake made by public companies putting out press/asx releases is the lack of follow up.

Not only will Birney Corporate craft and draft your press/asx release but we will also hit the phones immediately after it has gone out to talk one on one with journalists about it.

Birney Corporate also have a nationwide email list that targets specific journalists in all major news rooms across the country – this list alone is a very valuable tool that can be accessed by Birney Corporate clients.

Continuous Publicity Creation:

Birney Corporate can generate publicity for your project or organization.

We will design and implement an entire media strategy for you that includes the creation of publicity for existing projects and issues, general assistance with getting your story printed or aired and introductions to and briefings of relevant journalists.

A lot of organizations are run by individuals who are experts in their field but who have very little experience in creating publicity for the activities of the organization.

Many organizations are actually engaging in positive noteworthy activities that would be of considerable interest to the media but few are aware of what is required to get their story printed or aired.

Birney Corporate can procure positive publicity for you that will have a profound and sustained effect on your organization.

Monthly Shareholders Report:

Birney Corporate will provide you with a monthly “Shareholders Report” that will give you a wealth of information about your Top 20 shareholder base and any movements that may have occurred during the month.

These reports will include the following :

  1. A list of your Top 20 shareholders and the number shares they were holding at the start of the month
  2. A list of your Top 20 shareholders and the number of shares they were holding at the end of the month
  3. A breakdown of the “beneficial owners” of any “Nominee” or “Custodian” shareholder on your register
  4. A list of the directors of any Pty Ltd companies that appear on your Top 20 register
  5. Commentary on each significant Top 20 movement gained from personal contact with each buying or selling Top 20 holder
  6. Generalised comments gained from personal contact with individual Top 20 shareholders during the month
  7. The date that each Top 20 shareholder first purchased your shares
  8. The approximate average price that each Top 20 shareholder has purchased your shares at
  9. A chart of your share-price for the month that includes reference points for all ASX releases and major shareholder selling and buying during the month
  10. A list of the Brokers that bought and sold your shares during the month and the quantities bought or sold
  11. Generalized comments gained from personal contact with Brokers that have heavily bought or sold your shares during the month

Regular Top 20 Shareholder Briefings:

One of the greatest threats to a company’s share price is top 20 shareholder apathy.

If a shareholder loses touch with the company or misunderstands its strategy then the temptation to sell increases accordingly and the more sellers the greater the downward pressure on the share price.

Many company executives are very busy running the business and sadly one of the most important aspects of running a public company – regular shareholder briefings – is not given the priority that it deserves.

Birney Corporate can take over responsibility for this task by regularly meeting with and briefing your top 20 shareholder list.

This includes regular updates immediately following on from a market announcement to ensure that your top 20 list is completely and accurately appraised of major company events.

Share Register Analysis:

Birney Corporate will periodically analyse your share register and produce a “Register Analysis Report” for you.

This report will typically compare two points in time and will include information such as who the real owners of your shares are, how many shares they have bought or sold over the period, a geographic and shareholder type breakdown and much more.

Where possible we will even include contact details and comments from your larger shareholders !

It is vital for a company executive to be well appraised of who is buying and who is selling their stock but very few have the time to properly analyse their share register.

Birney Corporate can also undertake company searches on your behalf to identify the beneficial owners/directors of a new entity that has appeared on your share register.

We will make contact with new large shareholders to welcome them to the company and to further reinforce the company’s prospects and commence developing a relationship with them on your behalf.

Smart companies fully appreciate the benefits of keeping their top 20 shareholders onside.

Top 20 shareholders are potentially a good source of increased buying and at the very least, if they can be convinced through ongoing interaction and communication to keep their shares off the market, then this is likely to put upwards pressure on the share price.

Beneficial Owner Searches:

Many ASX listed companies have “Nominee’s” or “Custodian’s” that appear in their Top 20 shareholder list. Typically these bodies are simply “warehousing” shares for their beneficial owners.

Birney Corporate are able to undertake detailed searches making use of the Corporations Act to find the beneficial owners of these Nominee or Custodian bodies.

We will also undertake company searches on any Pty Ltd companies that appear in your Top 20 shareholders list to determine the names and details of the directors of those companies.

Where possible we will collect contact details for all Top 20 shareholders including any individuals that may appear on that list.

We will maintain this database on an ongoing basis and it will ultimately become the central tool that will help collect support for any corporate activity in the future.

Top 20 Shareholder Database Management:

Birney Corporate will initially create a database of your Top 20 shareholders and we will regularly maintain it as investors leave or enter the Top 20 shareholders list.

Where possible we will seek out email addresses and other contact details for the beneficial owners of Top 20 shareholders and this database will form the starting point for regular communications with your most important stakeholders.

National Email Database of Stockbrokers & Journalists

Birney Corporate have one of the most comprehensive email databases in the business. Our national database consists of Corporate Finance Professionals, Stockbrokers, Fund Managers and Journalists and it is used by our clients to distribute ASX and media releases directly to the in boxes of people that matter.

The Birney Corporate email database has taken years to build and is a very valuable tool for public companies that are looking to create new audiences for their story.

Presentation Creation:

A smart, snappy power point presentation that is logically and relevantly constructed can very often be the difference between success and failure when seeking new investors.

Birney Corporate understands exactly what the investment community wants to see in a presentation and we are able to construct it for you from start to finish.

Good presenters often have good presentations and benefit greatly from the confidence that comes from a well constructed, sequential presentation.

We also know what the investment community wants to see in a presentation and we make sure that yours ticks all the boxes.

Shareholder/Investor/Broker Enquiries:

Birney Corporate are able to handle all shareholder and broker enquiries leaving your company executives to focus on the day to day running of the business.

Public companies regularly receive enquiries from small shareholders and interested brokers and it is important that public companies have a defined process in place for receiving and replying to those enquiries.

Most enquiries can be dealt with easily with a standard response, however Birney Corporate will carefully vet all enquiries and determine which ones need to be ratcheted up to an executive level.

Investor Perception Market Research:

Do you want to know what stock brokers and investors who are heavily involved with your company really think about the company and its prospects ?

Are they 100% on side or do they have some reservations and if so what is the nature of those reservations and how can they be adequately addressed ?

Birney Corporate will undertake confidential interviews with all major share holders and stock brokers that have been involved with the company and a comprehensive “Market Perception Report” will be produced.

Birney Corporate will then make recommendations about possible ways to counter any negative perceptions that might have crept into the investor base.

Very often it is existing large share holders that can be the best source of continued on market buying and therefore it is vital that any concerns they may have are firstly discovered and then addressed and overcome.

Proposal and Report Writing:

Birney Corporate are experts in the written word and professional writing.

We can professionally craft annual reports, prospectuses, Information Memorandum’s, deal proposals and other important documents.

Even slight grammatical errors can leave the reader wondering about the professionalism of your organization so why take the chance ?

Birney Corporate will ensure that all of your important documents are properly “word smithed” and presented in the most professional light possible.

Merger and Acquisition Communication Management

Birney Corporate are able to craft an entire communications strategy to either support or reject a merger/acquisition proposal.Merger and acquisition proposals are often a quest to win the hearts and minds of the shareholder base and this is best done in a well considered, strategic manner.

Birney Corporate will work alongside your executives throughout a merger/acquisition campaign utilizing the very best media management and direct communication tools available.

If required we will also undertake one on one shareholder / stock broker briefings to ensure that the agreed key messages are communicated directly to those that matter.

Market Friendly Question and Answer Scripts

Birney Corporate can produce a record of interview with your key executives for consumption by the market.These “Q&A” sessions are essentially wide ranging written interviews that touch on the key messages and issues for the company.

Our media experienced executives will work with your senior management to produce a list of thought provoking questions relevant to the current operations of the business and we will then assist you to thoroughly workshop your answers.

The record of interview will then be released to the market and in other forums.

Board Performance Assessment Surveys

Birney Corporate are able to undertake Board Self Assessment surveys on behalf of our clients.These surveys are performed in confidence and are designed to give each member of the board, honest and direct feedback about their contribution to the board and therefore the company.

This survey consists of a list of thought provoking questions asked of each director about their fellow directors relating directly to the way they approach their duties at a board level.

Each survey is filled in anonymously and the results are collated and presented to each director in confidence. They are not shared with anyone else or the entire board.

The Birney Corporate Board Self Assessment Survey’s ideally should be undertaken semi-regularly to allow directors to potentially adjust their behaviour after each survey where necessary.

Many directors are unaware that their actions in some areas may be of concern to other directors – equally some directors are unaware that their skills are highly rated by other directors.

The Birney Corporate Board Self Assessment Survey provides a framework for directors to better understand how their own contribution to their board is viewed in a confidential, non threatening environment that almost always results in positively adjusted behaviour.

AGM/General Meeting Communications Management

Birney Corporate can manage your communications in the lead up to and immediately post your Annual General Meeting or your Extraordinary General Meeting.Often Extraordinary General Meetings and Annual General Meetings resolve to do things that are noteworthy, however, company executives are so busy in the aftermath of a meeting that the opportunity to create some positive publicity is lost.

Birney Corporate will attend your meeting and carefully assess the opportunity for positive publicity that may arise from it. We will then prepare a media statement and promote it to the media immediately following the meeting.

Vote and Proxy Solicitation

Birney Corporate have a unique understanding of the strategies, methodologies and tools required to win the hearts and minds of investors who are eligible to vote in any vote of a public company.It is very often the medium sized shareholders who can make a difference in a contested vote and we leave no stone unturned in making contact on your behalf with as many shareholders as time permits in the lead up to a public company vote.

Birney Corporate will source and collect proxy votes on your behalf so that you have the best possible chance of being successful on the day.

We will undertake a “beneficial owner” search on any “Nominee” or “Custodian” shareholders that you may have on your register and we will then attempt to make contact with them on your behalf.

Local Representation for National/International Investors

Birney Corporate act as local advisors and consultants for International companies or individuals looking to invest in Australia and for National companies looking to invest in Western Australia.We offer a large suite of services to national and international investors including :

  1. identifying possible investment opportunities,
  2. market research relating to certain projects or companies,
  3. political and Government relations advice
  4. media advice,
  5. assistance in negotiating deals,
  6. publicity creation,
  7. introductions to reputable local service providers such as lawyers and accountants
  8. reputational checks on proposed business partners
  9. day to day local representation services post deal

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Overview

Birney Corporate are a full service Investor Relations firm able to undertake a complete suite of smart Investor Relations services on your behalf.

Our offering can be split into three main areas :

  1. Publicity creation and ongoing media/broker management
  2. Top 20 Shareholder relationship building and communications
  3. Proxy solicitation to support corporate activity

We make use of our extensive media and broker networks to create positive publicity for your project or company and we regularly manage and monitor your Top 20 shareholder register.

Continuous Publicity Creation

Strategic use of media contacts and the news media cycle to create positive publicity for companies, projects and issues. Introductions to and briefings of key journalists

Drafting & Promotion of Press/ASX Releases

Professional to the point crafting, drafting and following up of media/asx releases.

Nationwide key journalist email list.

Ongoing Broker Promotion

Continuously undertake and arrange broker presentations, one on one investor/broker meetings and increase/create broker research coverage of client companies.

Share Register Monitoring – Monthly “Top 20” Report

Creation of monthly report detailing Top 20 shareholders including those who have been buying or selling. Personalized comments are gathered from individual Top 20 shareholders via direct communication including reasons for buying and selling etc.

Report also details Brokers who have been buying and selling stock.

National Email Database of Stockbrokers & Journalists

Countrywide comprehensive email database of Corporate Finance professionals, Stockbrokers, Fund Managers and Journalists for direct delivery of ASX and Media Releases.

Regular Top 20 Shareholder Briefings

Regularly meet with and brief top 20 shareholders about company developments.

Includes regular personalized updates immediately following on from a market announcement to ensure that the Top 20 list is completely and accurately appraised of major company events.

Investor Road Shows

Arrange, co-ordinate and if required, undertake “Road-Shows” around the country that provide an opportunity to present to stockbrokers, corporate investment specialists and other investors over a period of a few days.

Merger & Acquisition Communication Management

Crafting of entire communications strategy to either support or reject a merger/acquisition proposal.

Undertake one on one major shareholder briefings to ensure that agreed key messages are communicated directly to voting shareholders.

Vote & Proxy Solicitation

Bulk sourcing and collection of proxy votes in the lead up to a contested vote.

Multiple phone calls/meetings etc to secure proxy support.

Beneficial Owner Searches

Undertake detailed searches, making use of the Corporations Act to find the beneficial owners of Nominee or Custodian bodies that appear on the share register.

Undertake company searches on Pty Ltd companies that appear in the Top 20 shareholders list to determine the names and details of the directors of those companies.

AGM / General Meeting Communications Management

Manage all shareholder and media communications in the lead up to and immediately post an Annual General Meeting or an Extraordinary General Meeting.

Presentation Creation

Creation of smart, snappy power point presentations that are logically and strategically constructed to maintain audience interest.

Proposal Creation & Report Writing

Professional crafting and “word smithing” of annual reports, prospectuses, Information Memorandum’s, deal proposals, letters and other important documents.

Creative Speech Writing & Delivery

Tips, tricks and traps for speechmaking including advice relating to different speechmaking methods such as the “memory peg” and “bolded word” methods.

Assistance with brainstorming, crafting, drafting and writing of great speeches.

Investor Perception Market Research

Undertake confidential interviews with all major shareholders, investors, fund managers, corporate finance executives and stock brokers that are considered stakeholders in the company and produce a comprehensive “Market Perception Report”.

Make recommendations to overcome any negative perceptions that may have crept into the investor base.

Top 20 Shareholder Database Management

Create and maintain a database of Top 20 shareholders and their contact details.

Immediately write to or search for a new shareholder that has appeared in the Top 20 shareholders list and request contact details.

Shareholder/Investor/Broker enquiries

Handle all shareholder and broker enquiries leaving company executives to focus on the day to day running of the business.

Market Friendly Question & Answer Scripts

Production of a record of interview with key executives for consumption by the market.

“Q&A” sessions which are essentially wide ranging interviews that touch on the key messages and issues for the company.

Board Performance Assessment Surveys

Undertake Board Self Assessment surveys.

Surveys are performed in confidence and are designed to give each member of the board, honest, direct and confidential feedback about their contribution to the board and therefore the company.

Local Representation for National/International Investors

Act as local advisors for International companies or individuals looking to invest in Australia or Western Australia.

Identify possible investment opportunity, undertake research, assist in negotiating deal, manage publicity, engage local service providers such as lawyers and accountants and provide day to day local representation services post deal

Government and Political lobbying

Undertake Ministerial and Departmental briefings.

Develop the right strategic approach for dealing with Government and political parties.