NIRI 2010 Session: How to Icahn-Proof Your Board

June 16th, 2010 by Sheryl Joyce

Carl IcahnCommunicating directly with shareholders is a vital role that the IRO fulfills within a company; however, shareholders are increasingly bypassing the IRO and going straight to the directors for answers. There are many reasons for this such as the rise of shareholder proposals, “say on pay” initiatives and a push for proxy access.

Whatever the reasons, shareholder/board interaction poses challenges for IR professionals – such as exposing the company to legal liability through information inadvertently divulged which highlights the fact that boards need to be re-educated on their company’s disclosure policies.  Even more importantly, the aforementioned may underscore that a formal board communication policy needs to be put in place.

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Q4 Announces 2010 NIRI Contest Winners

June 11th, 2010 by Sheryl Joyce

NIRI2010 iPad Winner smThe Q4 team is back from the 2010 NIRI Annual Conference recently held at the Manchester Grand Hyatt in San Diego.  It was great to see old friends and meet some new ones!

We had a lot people visit our booth and those who registered for a demo were automatically entered in our draw for a chance to win an iPad or 1 of 3 iPod nanos.  Congratulation to all of the lucky winners:

NIRI2010 iPod Nano Winners smiPad
Mary Beth Kissane, Walek & Associates

iPods
Wendy Kelley, Leap Wireless International
Alexia Taxiarchos, Hasbro
Albert White, The Cooper Companies, Inc.

There were a lot of great sessions and we hope you found our Twitter updates useful.  As there were so many sessions to choose from, we didn’t have much time to blog from the conference.  So over the next little while, we’ll be catching up – so stay tuned!

Q4 Announces New Upgrades Focused on Real-Time Integration of Social Media

June 10th, 2010 by Sheryl Joyce

Powered by Q4We’re excited to announce the release of a number of feature upgrades now available on Q4. We’ve been listening to our clients and are happy to provide this set of improved features focused on the real-time integration of social media both in terms of publishing updates to Twitter and Facebook and integrating content into the site from social media content sites  like YouTube.

Over the last couple of years we’ve been successful in working with our clients to create a customized approach that drives IR website traffic, expands content distribution and increase investor engagement. Over this time the Q4 platform has evolved and now can provide a true competitive advantage to public companies by expanding their reach, attracting investors and building better relationships.

These new features provide even greater capability for our clients to benefit from the web and the integration of social media into their investor relations efforts AND with the rise of web disclosure coming, our platform provides all of the tools required to be successful in the new world of online investor relations.

The list of upgrades is below, you can also check out our new website at http://www.q4websystems.com to learn more.

We hope you like them!

Darrell Heaps

UPGRADES NOW AVAILABLE

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See you at the NIRI 2010 Conference! Register to WIN!

June 3rd, 2010 by Sheryl Joyce

NIRI_2010_logoIt’s that time of the year again!  The Q4 team is off to the NIRI National Conference in San Diego June 6-9.  For those who are attending stop by booth #621 and learn how we can help your company increase awareness, reduce risk and build better relationships with investors and stakeholders.

There is a great lineup of sessions, but you won’t want to miss “Integrating Social Media into Your IR Program” on Monday, June 7th at 4:15 p.m.  Q4’s Co-Founder & CEO Darrell Heaps along with Laura Graves, Director Global IR, Cisco Systems and Robert Williams, Director IR, Dell – both seasoned IROs with extensive experience using social media as part of their IR programs, will provide insights to help IROs understand the role social media can play in their organizations, maneuver around potential pitfalls and learn the tips and tricks to create a solid, easy-to-manage online investor program.
Ipad_ipod_exact target
For those of you who can’t make it, we will be providing regular updates on Twitter, Facebook and posting on our blog.

Register for a demo and win an iPod Nano or iPad!

Whether you are attending or not, if you register for a demo you’ll automatically be entered in a draw for a chance to win an iPad or 1 of 3 iPod nanos!

register now

Social Media Revolution Video – (Refresh)

May 7th, 2010 by Darrell Heaps

A great video with updated stats and trends. Some of the numbers are quite amazing . Here’s a complete list of the stats.

Our client Rhonda Bennetto, TVI Pacific featured on FIR UK podcast

May 6th, 2010 by Darrell Heaps

On May 3rd, Rhonda was interviewed by Neville Hobson and Shel Holtz on http://www.nevillehobson.com/2010/05/05/fir-interview-rhonda-bennetto-tvi-pacific/

In the interview, Rhonda shares some valuable information on how an effective website and increasing their online presence using social channels such as YouTube, SlideShare, Flickr, Twitter and Facebook has contributed to an overall increase in awareness about TVI Pacific.

TVI recently adopted Facebook as their official investor forum and I encourage any IRO to tune in as she specifically discusses how they effectively manage and engage with shareholders on this channel.

Podcast: Play in new window | Download (Duration: 24:42 — 11.3MB)

A topic that’s often discussed on FIR The Hobson and Holtz Report concerning investor relations is the mix of online communication and social media: how does it work for publicly-listed companies with regulatory oversight?

We hear too often how companies can’t embrace such a mix – a toxic mix, as some view it – precisely because of regulators and a belief in what you can’t do.

In this FIR Interview, we hear a story that spells out very clearly what you can do with some terrific ideas, a clear mindset, board-level support and a little courage.

Rhonda Bennetto, Executive Director Investor Communications at Calgary, Canada-based TVI Pacific – a profitable, low cost copper producer focused on the production, development, exploration and acquisition of precious and base metal mining projects in the Philippines –tells FIR co-hosts Neville Hobson and Shel Holtz what she’s put in place at her firm that enables her to get her story out via online communication and social media that embraces the web, Twitter, YouTube, SlideShare and Facebook, the latter including an interactive discussion forum for engaging with shareholders.

Get this podcast:

  • Get the FIR app for your iPhone or Android device
  • How HP and Symantec used Slideshare to Announce Acquisitions

    May 4th, 2010 by Sheryl Joyce

    The following post was written by Darrell Heaps and recently featured on SlideShare’s blog.

    Last year Slideshare launched a new category called ‘Investor Relations’.  Since the launch, public companies began posting a wide range of investor focused presentations, including quarterly reports, analyst presentations and operational updates.

    Many of our clients publish their investor slides on SlideShare and embed them on their websites.  The benefit for these companies has been two fold, the first being roughly a 10X increase in the amount of views on these presentations vs. simply posting a PDF to their website.   Secondly, bloggers embed these presentations into their posts, which has helped our clients influence the downstream publishing of their news.

    A very interesting trend has emerged with companies using Slideshare to announce acquisitions.  Most recently, HP’s acquisition of Palm and Symantec’s PGP and GuardianEdge.  In each of these examples the slides have been shared many times from the Slideshare site and embedded on numerous blogs.  Symantic tweeted about their acquisition slides on April 29th and currently has over 1200 views and has been embedded on three sites. Similarly, HP tweeted about their slides on April 28th and the presentation now has over 9000 views and has been embedded on 28 sites.

    When a public company announces an acquisition it’s critical to provide context as to why the deal is a positive one. In both the HP and Symantec examples they have done a very good job at using Slideshare to support their other efforts.

    SymantecSlides

    In each case, they include a disclaimer slide at the beginning (compliance requirement) and then go into detail explaining the virtues of the deal using a combination of text slides and visual explanations of the benefits of the acquisition.

    HPSlides

    As we can see by the views and the number of embeds, HP and Symantec have provided a useful asset to journalists and bloggers to include the presentation in their posts, which in turn is read by investors.  A couple examples:

    http://mashable.com/2010/04/28/hp-palm-analysis-webos/
    http://www.palminfocenter.com/news/10037/hp-a-transformational-deal-for-the-mobile-market/
    http://www.securityweek.com/content/symantec-acquire-pgp-corporation-and-guardianedge

    HP and Symantec are just two of the most recent companies that understand that packaging their announcements in a visual and sharable format (like Slideshare) is an important method in helping shape market and investor perceptions.

    I’m sure we’re going to see more of this in the near future.

    Q4 Web Systems and Virtua Research Partner to Launch New Standard of Rendering Financial Data

    April 29th, 2010 by Sheryl Joyce

    Read the full release!

    We are pleased to announce that we have partnered with Virtua Research to offer analysts and sophisticated investors the Interactive Analyst Center – a new standard of rendering a company’s financial data.

    The Interactive Analyst Center was originally designed at the request of Agnico-Eagle Mines Limited with the purpose of providing investors and analysts the most advanced new suite of interactive financials and graphing tools, all embedded in a single, logical location — the investor section of a company’s website.

    Some of the KEY FEATURES include:

    • Excel like Presentation – for ease of use and accessibility
    • Multiple Annual and Quarterly Data – for simplified, more contextual investor understanding
    • Export to Excel – statements and data can be exported for simplified model building
    • Interactive Graphs – build, select and graph interactive operational and financial ratios
    • Links to Actual Filing Data – right-click any line item to view source documents
    • Ratio Descriptions –  left-click any ratio for more detailed  information and formula

    There are also many BENEFITS to making this feature available on your company website as it will:

    • Increase your company valuation with best practices transparent disclosure
    • Offer the interactivity of exporting to Excel up to 5 years of aggregated financial data
    • Save time, effort and money educating existing and potential investors
    • Improve control of your financial message for more consistent investor modeling
    • Update your quarterly financials in real time for conference call “housekeeping” questions
    • Provide new methods of visualizing financial relationships with interactive graphing tools
    • Seamlessly integrates into any corporate or investor website

    Click the button below to view a live demo.

    ViewLiveDemo

    Reaching Retail Investors at the Exact Moment They’re Researching the Markets – Free Webinar

    April 28th, 2010 by Sheryl Joyce


    Q4 Web Systems and MUNCmedia have formed a strategic alliance that gives issuers the ability to deliver their investor relations message directly to over 90 million active investors.

    The video below provides an overview of MUNC’s Retail investor communications network:

    Engage Investors WHILE they are online looking at your peers from MUNCmedia on Vimeo.

    To formally introduce this alliance, Q4 invites you to join us on Wednesday, May 5th from 4:00 – 5:00 p.m. EST to hear MUNCmedia’s Frank Lane, VP Client Services as he discusses the important role of a focused – targeted – news distribution campaign to an engaged buying retail investor audience.

    MUNCmedia helps hundreds of companies find liquidity by targeting their messages directly to an active and interested financial audience at the exact moment they are online researching current investments and looking for new opportunities to expand their portfolio.

    Please register here if you would like to learn how direct outreach to active retail investors has helped companies:

    • Improve liquidity to ensure proper cash flow levels for continued operations and company growth
    • Increase brand loyalty by increasing the probability of reaching potential new customers
    • Stabilize volatile trading in their stock
    • Reach an attentive audience of new active investors outside of the “institutional” channel
    • Capture interested investor information in real-time

    Register today for this free webinar and learn how pushing your news directly in front of engaged individual investors – consistently and frequently will increase investor awareness of your company and bring maximum impact to your company’s messaging.

    If you have any questions that you’d like us to address please leave a comment below and we’ll be sure to answer during the webinar.

    register now_blog


    Web Disclosure Q1 Trends: Google, Expedia & 4 others leading the pack

    April 21st, 2010 by Darrell Heaps

    589491_google_fullOn April 15th, Google issued an advisory release that instructed people to visit their IR website for their earnings and also included the following statement:

    Google intends to make future announcements regarding its financial performance exclusively through its investor relations website.

    Google is able to do this based on the SEC guidance from Aug 2008 regarding the use of websites for disclosure. This guidance states that under certain circumstances, companies can rely on their websites and blogs to meet public disclosure requirements under Reg FD.

    As we all remember all too well, shortly after this regulatory change the market collapsed and this new channel quickly faded into the background, while most companies fought to survive the worst recession many of us have ever seen.

    However, with 2009 behind us and the recovery underway, the first quarter of 2010 has seen the most activity on the web disclosure front yet, with a number of companies testing out new tactics. Let’s take a look at some examples.

    Read more…