Features
Strategy
Raising at a premium, for free.
Meet Dr Daniel Tillett. In late 2019, Dr Daniel Tillett, a biotech expert and investor, joined the board of Race Oncology. Despite expectations of a discount raise, he did something different: he invested at a premium. Since then, he’s raised $30m in a shareholder-driven round and never sold a
Features
There’s no such thing as “good” or “bad” news: just regular news.
In any given year, your shareholders will only engage with a few pieces of your news. But here’s the catch: you don’t control when they tune in. It’s driven by their personal circumstances, not the news itself. So what this means is that you don't
Strategy
The unexpected force driving market dynamics.
Last week, we explored the “winner takes all” dynamic that’s come to define the ASX in 2024. This week, let’s dive into one of the key drivers behind that phenomenon—ETFs— the powerful tailwinds they’re creating for ASX200 companies and the implications for small and micro caps.
Features
Client highlight: ASX:EOS and their mastery of the welcome video.
This has to be one of, if not the best, investor welcome video I have seen (RFG are a close 2nd). EOS just recently launched their Hub, and it has seen great interest from mid-register investors joining up. There are only a small number of ASX listed defence tech companies,
Strategy
It’s a bull market? But 70% of companies are down!
This week, the AFR published an article that touted the claim that, at least in 2024, the ASX is a “winner takes all” environment. Within the article, it argues that, with the recent flatlining of ASX200 stocks, the small cap market has no chance of a revival. Or in other
Strategy
Why you should benchmark shareholder engagement, and how to do it.
I first wrote about benchmarking engagement back in 2023, focusing heavily on liquidity. Specifically, I was interested in how you can leverage liquidity to boost your market cap, attract institutional investors, or simply make your company more appealing. Over the last 18 months, we’ve dug deeper into the leading
Strategy
Why every public company needs an owner's manual.
Here is a magic wand. With it, any wish you have for your company will be granted. What do you wish for? If you answered “People who will buy my stock, hold it, and support us in the long term”, then read on. But no magic is necessary for today’
Strategy
The four types of investors buying and selling right now.
Four investor personas First up, I loved doing this exercise because thoroughly researching your target audience is such an obvious way of optimising how you can engage with the market. It’s the ins and outs of our day-to-day that usually get in the way, which is why I love
Strategy
You need a hero slide.
It's official. Reporting season has kicked off. But for many of you, the big day is still to come. Telstra only went yesterday - so there is plenty of time. But while you're getting ready you need to start getting your FY24 presentation deck together. Most
Strategy
You (still) can’t fatten a pig on market day.
When I wrote this original article nearly two years ago, it was born from seeing companies make a similar mistake time and again. They would wait until they needed the market for something - funds or a vote - and then start communicating. By then it was too late to
Strategy
What if an SPP only took 24 hours?
One of my long term goals is to enable listed companies to run an SPP alongside a placement. Having helped facilitate over 2,000 raises, I have often asked the question, “why do SPPs take so long?” From where I sit, the main reason we stick to two-week exposure periods