Strategy
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
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
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
After analysing over 2,000 deals and the registry data of more than 80 companies, we've come up with some revealing insights into typical post-placement activity. We wanted to understand how different investors, namely new versus existing shareholders, behave after a capital raise. The results might surprise you,
Strategy
There are millions of dollars hiding in plain sight on your cap table right now. And I know this because I have manually found dozens of them, and have the data to prove it. So in today’s article, we are going to cover: 1. High net worth (HNW) vs
Strategy
Roadshows always look like this. Most roadshows that I’ve witnessed all follow a similar process. (1) Introductions. “Hey, nice to meet you again”. (2) The pitch. A pitch deck comes out quickly and the MD starts into the pitch. There’s usually reference to where things left off, or
D2I
Investor selling activity presents challenges for issuers looking to understand what drives these decisions and how they can convert shorter-term traders into longer-term shareholders. As part of InvestorHub's investor behaviour analysis for issuer placements (specifically; post-placement selling activity), we were able to identify a key statistic that issuers
Shareholder churn is up, long-term investing is down, and the structured removal of trading friction for investors in financial markets has proven to be a significant factor with unexpected consequences. Isn't removing friction a good thing? Short(ish) answer - More efficiency is generally good for financial systems
Strategy
In 1999, the reported average holding period of shares was 14 months. Fast forward to June 2020, a Reuters article reported it had dropped by 60% to 5.5 months. Looking back even further, the average holding period across the 1950 and 1960s was eight years. Look out, Millennials, the
Strategy
Everyone knows WAM. I first met Jesse Hamilton two years ago, in the back-end of 2021. Jesse is the CFO of Wilson Asset Management. If you don’t know about WAM or Geoff Wilson, then you haven’t been paying attention to the market for the last decade. Jesse gave
When a company chooses to offer a Share Purchase Plan (SPP) to its shareholders, it is usually an anxiety-filled experience for its executives. With the average company only having 30% of its investors' email addresses, the best method for shareholder communication for most issuers remains the postal service. The
Introduction Legend states that if you whisper ‘churn’ three times in front of a TV displaying a subscription service, a Netflix Representative appears (ta-dum) to recoup the lost revenue associated with displaced customer loyalty. Churn is one of the key pillars of client retention in any industry, but especially those