2012 02 06 - scs ir svcs booklet
TRANSCRIPT
Presentation to
Investor Relations
Stone CommuniCation ServiCeS Ltd. 36 ToronTo STreeT, SuiTe 710, ToronTo M5C 2C5 | 416 867 2533 / 1 800 336 9528 | SToneCo.CoM | [email protected]
Consistent. Concise. Credible.
Presentation:
Stone CommuniCation ServiCeS Limited
36 ToronTo STreeT, SuiTe 710, ToronTo M5C 2C5 | 416 867 2533 / 1 800 336 9528 | SToneCo.CoM | [email protected]
Consistent. Concise. Credible.
Stone Communication Services Investor Relations Services
Content
1. WhyChooseStone?
2. WhoisStone?
3. TheIR+Method
4. HowSuccessisMeasured
5. WhatistheEndResult?
Stone CommuniCation ServiCeS Limited 36 ToronTo STreeT, SuiTe 710, ToronTo M5C 2C5 | 416 867 2533 / 1 800 336 9528 | SToneCo.CoM | [email protected] 2
We’re proud of the history of our
firm. The experience of our team
and the breadth of our network
- let’s talk about how we can put
these resources to work for you.
A.SIGOverview
B. SCSServices
i. BusinessStrategy
ii. RegulatoryCompliance
iii. FinancialStrategy
iv. Marketing
v. InvestorOutreach
Appendix:Marketing–MediaFlowChart
Stone CommuniCation ServiCeS Limited 36 ToronTo STreeT, SuiTe 710, ToronTo M5C 2C5 | 416 867 2533 / 1 800 336 9528 | SToneCo.CoM | [email protected] 3
1. Why Choose Stone?
• BestinClass
• LeveragetheExpertiseofAffiliatedCompanies
• CapitalMarketsExperience
Stone CommuniCation ServiCeS Limited 36 ToronTo STreeT, SuiTe 710, ToronTo M5C 2C5 | 416 867 2533 / 1 800 336 9528 | SToneCo.CoM | [email protected] 4
Stone InveStment
Group LImIted
verItaGe FamILy
oFFIce LImIted Stone & co. LImIted
mutuaL FundS
HoLdco Structure
ServIce provIder to FamILy oFFIceS
Stone communIcatIon
ServIceS LImIted
InveStor reLatIonS
Stone aSSet manaGement
LImIted
portFoLIo manaGer InveStment Fund
manaGer
2. Who is Stone? A. SIG Overview
Stone CommuniCation ServiCeS Limited 36 ToronTo STreeT, SuiTe 710, ToronTo M5C 2C5 | 416 867 2533 / 1 800 336 9528 | SToneCo.CoM | [email protected] 5
B. Stone Communication Services Limited Services
optImIzatIon oF LonG-term
SHareHoLder vaLue
Stone communIcatIon
ServIce LImIted
InveStor outreacH
marketInGFInancInG StrateGy
BuSIneSS StrateGy
reGuLatory compLIance
Stone CommuniCation ServiCeS Limited 36 ToronTo STreeT, SuiTe 710, ToronTo M5C 2C5 | 416 867 2533 / 1 800 336 9528 | SToneCo.CoM | [email protected] 6
3. The IR+ Method i. Business Strategy: The Clarity to See the Big Picture
• HumanResourcesInfrastructure
• StrategyEvaluation
• CrisisManagement
Stone communIcatIon
ServIce LImIted
InveStor outreacH
marketInGFInancInG StrateGy
BuSIneSS StrateGy
reGuLatory compLIance
Stone CommuniCation ServiCeS Limited 36 ToronTo STreeT, SuiTe 710, ToronTo M5C 2C5 | 416 867 2533 / 1 800 336 9528 | SToneCo.CoM | [email protected] 7
3. The IR+ Method ii. Regulatory Compliance: Keeping You on Course
• DisclosurePolicies
• FilingRequirements
• BestPractices
Stone communIcatIon
ServIce LImIted
InveStor outreacH
marketInGFInancInG StrateGy
BuSIneSS StrateGy
reGuLatory compLIance
Stone CommuniCation ServiCeS Limited 36 ToronTo STreeT, SuiTe 710, ToronTo M5C 2C5 | 416 867 2533 / 1 800 336 9528 | SToneCo.CoM | [email protected] 8
3. The IR+ Method iii. Financial Strategy: The Resources to Go the Distance
• HumanResourcesInfrastructure
• Suitability–InstitutionalServices
• SyndicationRelationships
Stone communIcatIon
ServIce LImIted
InveStor outreacH
marketInGFInancInG StrateGy
BuSIneSS StrateGy
reGuLatory compLIance
• StrategicMessaging
• CollateralTailoredtoEachAudience
• Webcast/ConferenceCalls
• Media(seeAppendix)
Stone CommuniCation ServiCeS Limited 36 ToronTo STreeT, SuiTe 710, ToronTo M5C 2C5 | 416 867 2533 / 1 800 336 9528 | SToneCo.CoM | [email protected] 9
3. The IR+ Method iv. Marketing: Delivering a Clear Message to Your Audience
The traditional luncheon
roadshow is neither time
nor cost efficient. We provide
clients with alternatives that focus
on creating shareholder value.
Stone communIcatIon
ServIce LImIted
InveStor outreacH
marketInGFInancInG StrateGy
BuSIneSS StrateGy
reGuLatory compLIance
Stone CommuniCation ServiCeS Limited 36 ToronTo STreeT, SuiTe 710, ToronTo M5C 2C5 | 416 867 2533 / 1 800 336 9528 | SToneCo.CoM | [email protected] 10
3. The IR+ Method iv. Investor Outreach: Targeting the KeyAudience
• Analyst–BuySide/SellSide
• Institutional–PassivevsActive
• Sales&TradingDesk–Marketingonyourbehalf
• ECMDesk–ShortcuttoRetailBranchMeetings
• Retail–BanksvsBoutique;StockPickersvsAssetGathers
Stone communIcatIon
ServIce LImIted
InveStor outreacH
marketInGFInancInG StrateGy
BuSIneSS StrateGy
reGuLatory compLIance
Stone CommuniCation ServiCeS Limited 36 ToronTo STreeT, SuiTe 710, ToronTo M5C 2C5 | 416 867 2533 / 1 800 336 9528 | SToneCo.CoM | [email protected] 11
4. How Success is Measured
• Trackshareholderbasechangesovertime
• Areasonablelevelofliquidityinthecompany’sshares
• Analyzingthecostofhowcapitalisraised
Stone CommuniCation ServiCeS Limited 36 ToronTo STreeT, SuiTe 710, ToronTo M5C 2C5 | 416 867 2533 / 1 800 336 9528 | SToneCo.CoM | [email protected] 12
5. What is the End Result?
• OptimizationofLong-TermShareholderValue
optImIzatIon oF LonG-term
SHareHoLder vaLue
Stone communIcatIon
ServIce LImIted
InveStor outreacH
marketInGFInancInG StrateGy
BuSIneSS StrateGy
reGuLatory compLIance
Stone CommuniCation ServiCeS Limited 36 ToronTo STreeT, SuiTe 710, ToronTo M5C 2C5 | 416 867 2533 / 1 800 336 9528 | SToneCo.CoM | [email protected] 13
Appendix: Marketing – Media
ScSInveStor
reLatIonS +
medIa campaIGn
cLIent due
dILIGence
eStaBLISH
event
propoSaL Letter
1. company FInancIaLS QuaLItatIve materIaL
2. product InFo
3. InduStry InFo
4. competItor InFo
1. WHat reaSon doeS tHe cLIent need coveraGe?
1. create IntereSt.2. contact medIa p.o.c.
and provIde detaILS oF event and InFormatIon aBout tHe cLIent company
1. caLL p.o.c. and FoLLoW up WItH propoSaL. Intro-duce, conFIrm, dIScuSS, record, ScHeduLe and reLay.
teLevISIon prInt WeB BaSedtarGeted
advertISInG
FoLLoW-up
caLL
InveStment trade
puBLIcatIonS
1. Bnn2. cBc3. cnBc
1. natIonaL poSt
2. GLoBe & maIL
3. toronto Star
4. Sector puBLIcatIonS
1. SocIaL medIa onLIne puBLIcatIon
Stone CommuniCation ServiCeS Limited 36 ToronTo STreeT, SuiTe 710, ToronTo M5C 2C5 | 416 867 2533 / 1 800 336 9528 | SToneCo.CoM | [email protected] 14
Thank you.JasonStone|416.867.2533|[email protected]
Stone CommuniCation ServiCeS Limited 36 ToronTo STreeT, SuiTe 710, ToronTo M5C 2C5 | 416 867 2533 / 1 800 336 9528 | SToneCo.CoM | [email protected]