Investor relations program for Australian financial services firm

The challenge:

An Australian diversified financial services company engaged fowlstone Communications after a period of protracted weakness in its share price, amid significant investor concerns about the company’s strategic direction and financial performance.

fowlstone’s approach:

fowlstone used its proprietary Investor Relations diagnostic tools to help the company develop a more qualified target list of potential investors who are aligned with the company’s key investment thematics. Prior to embarking on a multifaceted proactive campaign to better engage with institutional and retail investors, fowlstone reviewed the company’s existing positioning, identified gaps in messaging and inconsistencies in expectations the company had set. fowlstone also provided recommendations on how the company could more effectively engage retail investors to help build liquidity.
fowlstone also conducted a shareholder perception study to more fully understand the concerns of investors and identify potential opportunities.

The results:

The company was able to absorb the overhang pressure from exiting investors by creating demand for its stock, and saw improved valuation over time.