Social Media & Investor Relations Trends, Best Practices & Recommendations - July 16, 2009
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Social Media and Investor Relations Presented by: Darrell Heaps Co-Founder & CEO Q4 Web Systems [email protected] www.twitter.com/darrellheaps Trends, Best Practices and Recommendations July 16, 2009
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The slide deck from a Webinar from Q4 Web Systems that focuses on the current trends in social media and investors relations. Learn more at www.q4blog.com.
Transcript of Social Media & Investor Relations Trends, Best Practices & Recommendations - July 16, 2009
Social Media and Investor Relations
Presented by: Darrell HeapsCo-Founder & CEOQ4 Web Systems
[email protected]/darrellheaps
Trends, Best Practices and RecommendationsJuly 16, 2009
About Q4 Web Systems
Web platform to manage IR websites and communications
Complete CMS with workflow and collaboration
Customizable best practice templates
Detailed website records and audit trail
Social media and XBRL integration
www.q4websystems.com
Agenda
Key Trends
Financial social networks and blogs
Companies using social media today
Steps to get started
Monitoring
Risks
Key Trends
SEC guidance on Reg. FD
Corporate websites and blogs seen as fair disclosure (under certain circumstances)
Support for shareholder forums
Opens the door to the web and social media for communications
Global Social Media Use0%
10%
20%
30%
40%
50%
60%
70%
80%
27%36%
57%
67%
67 % of global online population use social networks and blogs
Sep-06Jun-07Mar-08Mar-09
Source: Universal McCann Wave 3 & Nielsen Online reporthttp://bit.ly/11il0Y
Social Media is the dominant channel
Websites used consistently
Source: Rivel Research
32%
43%
14%
8%
3%
75% of pro investors use corporate websites daily or weekly
DailyWeekly MonthlyYearlyNever
Source: Ernst & Young
2000 2007 20090
2000400060008000
1000012000140001600018000
16000
6000
3000
# of Sell Side Analysts
Sell Side Analysts
Analysts coverage is lacking
Q108 Q208 Q308 Q408 Q1090
50
100
150
200
250
300251
267
164
7850 $41.00 $38.00
$13.00 $3.00 $1.40
Global IPO activity: number of deals and capital raised by quarter
Number of IPOS Capital Raised (Us $b)Source: E&Y – Global IPO Update
Competition for capital is fierce
So what does this all mean?
The web and social media is where the market is
Traditional channels are no longer effective on their own
Companies who utilize these channels are able to differentiate and compete more effectively for capital
Financial Social Networks and Blog Examples
Financial blogs and social networks
Largest financial blog aggregator Partnered with Yahoo!Finance
Trading social network. Based on Twitter.
Wiki finance portal. Social interactive data.
A tour of how investors are using the web
http://finance.yahoo.com/q?s=ABX
http://seekingalpha.com/symbol/abx?source=refreshed
http://stocktwits.com/t/ABX
http://www.whalewisdom.com/stock/view/ABX
http://www.wikinvest.com/stock/Barrick_Gold_(ABX)/Data?ref=topnav#keyMetrics
Companies using social media and blogs today
Companies using social media and blogs
Twitter being used to notify of updates
Blogs are not prevalent – a handful doing a great job
Facebook being used for marketing and HR
Facebook dominant for sharing
Slideshare and content networks
Companies using social media
Companies using social media
Companies using social media
ShareThis and Facebook
SlideShare and other content networks
100s of IR presentations on slideshare
Majority not direct from companies
Companies should be publishing to establish “voice of authority”
http://www.slideshare.net/category/investor-relations
5 Steps to getting started with social IR web
5 Steps to getting started with social IR web
1. Have a good IR website and follow best practices
3. Make it social & include on your site and RSS feeds
5. Monitor the web and evolve over time
IR Website Best Practices
The IR website must be viewed as the primary channel
Self-publishing control allows you to be strategic
Ease of use, accessibility and transparent communication
“Why invest?”
Create compelling content
Press Releases
Events
Reports
Presentations
Videos
Etc
Make Your Content Social and include on your website
Upload your content to social content networks and then embed your site + provide RSS feeds for News, events and presentations
Videos to YouTube
PowerPoint's on SlideShare
Documents on docstoc
Photos on Flickr
Use Twitter Like A Notice Newswire
Tweet about news, events and presentations and link to IR website
Manually post updates and/or use RSS feeds to automate
Start small, learn and expand conversations over time
Monitor and Evolve
‘Listen’ to the web and be alerted whenever your company or related issues are being mentioned
Google Alerts and other free tools (http://search.twitter.com, http://socialmention.com) are easy ways to start the process
Identify trends and head off problems early, minimize value erosion (AMD example)
More to come in future webinar
What are the risks and how to manage?
What Are the Risks?
Disclosure of material information should follow Reg.FD guidelines
All social channels must be treated the same as traditional channels (disclosure controls)
Only previously disclosed information should be shared
Risks are from innocent updates in social networks – travel example
Social media policy and training
Questions and Answers
Submit using GoToMeeting
Summer 09 - Social IR Website
Investor homepage
Why Invest with YouTube Video
AGM slides via slideshare
AR via docstoc
XBRL financials
http://www.q4websystems.com/Products/Overview/default.aspx
Visit Us Online
Web: www.q4websystems.com
Blog: www.q4blog.com
Twitter: www.twitter.com/q4websystems
Facebook: http://www.facebook.com/pages/Q4-Web-Systems/12405396627
