This website uses 'Strictly Necessary Session Cookies' to enable the website to function. These will be deleted automatically when you close your browser.
We also like to set 'Optional Website Analytics (tracking) Cookies' to help us improve our websites.
To discuss your IR requirements in more detail please contact:
Gustav joined Orient Capital in December 2018, bringing with him nearly 20 years’ experience in the investor relations and Capital Markets space. Prior to joining Orient Capital, Gustav spent eight years in the Fintech and market data field as Director Relationship Management for Web Financial Group UK, where he set up Obsidian IR which was later sold to EQS and as Head of Sales at Heckyl. Previous to that his time in investor relations was spent with Radley Yeldar, setting up and running their Online IR brand Iroqo, Citigate MARCHCom and Global 3 Digital, as the first employee of the first IR website provider in the UK. He is a member of the Investor Relations Society and sits on the IRS Events Committee. Gustav graduated with an LLB in Business Law from London Guildhall University.
Our Orient Capital team continues to support thousands of clients globally as they navigate the effects of Covid-19 on their businesses and its wider ramifications on society as a whole.
Our position as a leading Investor Relations consultancy provides a unique global perspective on current market trends impacting IR teams and how many of the listed companies we work with are rising to meet these challenges.
In recent weeks, OC has observed changes that can be broadly categorised into two areas:
Increased shareholder monitoring
A need for additional and more frequent data and the tools that support it. This is to provide a better understanding of how the changing market conditions are impacting investment in our client’s shareholder base.
A desire for business as usual; business continuity solutions in a time of lockdown and social distancing, including increased requirements around webcasting (audio and video) for virtual roadshows, AGMs and results presentations
Shareholder monitoring: the context…
It will be no surprise that a look at the trading volumes for the FTSE 350 show a marked increase in activity in recent weeks, especially in the days following the initial lockdown period.
Whilst some index listed investors have been forced to reduce their exposure to equities, others have seen the current trading environment as an opportunity. In this environment, it is important to understand how your shareholder base is reacting.
Key pointers and how to address them
Key things to watch out for are:
The first step of addressing some of the questions is to accurately identify who is trading the stock, and having a current understanding of the composition of the register. With the increased turnover in trading, this information can change quickly from week-to-week or even on a daily basis.
How often is sensible?
Most listed companies run regular share register analysis reporting (typically at monthly or quarterly intervals). But this can increase at times of increased trading activity, volatility or change when it is important to keep a closer eye on your shareholder behaviour.
In recent weeks, OC has witnessed a significant number of corporates increase their regular analysis to weekly or daily activity review, while enabling a quick and efficient way to translate trading activity into investor movement reporting.
Enhanced engagement: the context…
As with the need to monitor your shareholder base more closely, it will be no surprise that in recent weeks the ‘normal’ way we interact has changed immeasurably. This goes for company events, where more meetings are being held remotely and investors meetings have taken on the word ‘virtual’ as standard.
What have we seen?
As we support companies with their AGMs and results roadshows, the last month has seen some events postponed or pushed to later in the year. Where this is simply not possible, companies are being creative. Indeed, we have even noted an AGM being held in a service station car park at a safe social distance!
For most companies however, being creative means embracing a greater audience medium. The number of virtual events we support has gone up significantly in the past month. With companies looking to webcast to continue to meet their listing obligations, it can be an easy, efficient and ultimately more cost-effective way of ensuring the engagement still takes place – in just a slightly different form.
How can we help?
We hope this article has provided some ideas and solutions for the challenges. We are certain that the adoption of some of these crisis techniques and tactics we have outlined will become de facto in the years beyond the pandemic we are experiencing. One thing is certain: the world is adapting and the shackles of normality we were used to won't be the same again.
OC, although more homebound than we are used to, is continuing to support our clients as usual and our team of experts are available to discuss any of the solutions mentioned in this piece.