CHECKIT
John Wilson
CEO
We have worked with Yellowstone Advisory for a number of years and they transformed our investor relations strategy which significantly increased the interest of our business to both institutional and retail investors. We have been impressed by their understanding of the smaller companies market and their results focussed approach to IR. I would recommend their services without hesitation.
​
EQUINITI
Guy Wakeley
CEO
Yellowstone Advisory provided valuable input into the interim results announcement and presentation, helping to ensure the investment messaging was consistent throughout the documents. Great relationships and credibility with investors enables them to solicit useful feedback which we have used in developing our future investor messaging.
​
​
Our Services:
Bespoke Investor Relations Packages
ELEMENTIS
James Curran
Head of IR
‘I thought the session was very well managed and a good use of time. Definitely something we would be keen to do again in the future.'
​
​
​
​
DIVERSIFIED ENERGY
David Johnson
Chair
‘The webinar was very well attended with a good mix of shareholders and non shareholders. The questions were relevant and well hosted. We also appreciate the follow up feedback. We’ll look to present again as part of our IR process.’
KENMARE RESOURCES
Jeremy Dibb
Director of IR
‘We presented at a Yellowstone Advisory webinar and were impressed with the quality of the audience and the questioning . It’s a great format and an efficient use of time. We would like to do more events like this in the future.’
​
How we work with you
Inform
Connect
Communicate
Advise
• Development of a clear investment case and equity story
• Communication of the investment case clearly and consistently across all formats (RNS, press releases, website, CMDs)
• Building of strong relationships with existing shareholders and introduction of new shareholders to the register
• Provision of high quality investor feedback
• Organisation of nationwide roadshows to connect with PCWMs
• Arrangement of company meetings with private investors to improve liquidity
• Advice on all aspects of your IR programme
​
Our approach
Experience
Expertise
​
Yellowstone Advisory is an investor relations specialist that works with public and private companies to improve their communication with investors.
We have a proven track record of working with our clients to build a stable, well-informed shareholder base and to increase the number of investors who understand the investment proposition. Greater awareness of the company's merits reduces the likelihood of the company trading at a material discount to its intrinsic value.
​
The business was founded by Alex Schlich who has over 20 years experience in fund management, investment banking and strategy consulting. He has a deep understanding of the importance of a clear and consistent investment message and is passionate about sharing that knowledge with management teams.
​
What are "good" investor relations?
​
Good investor relations are NOT about increasing or propping up a company's share price.
Rather, they are about interacting with your existing shareholders and potential new shareholders in a clear and open manner. It is important that your investment case is presented with clarity in all formats; whether it is face to face meetings, in written regulatory submissions or presentations on your website. Making sure your investment proposition is understood by the investment community is key. Our aim is for your potential investors to make a more informed decision when evaluating your company.
Why are investor relations so important?
​
The short answer is because the economic environment is uncertain. Most companies interact with shareholders throughout the year, but with much emphasis around interim and full year results. However, the times when the Board most needs to call upon the support of its shareholders tend to be unpredictable. Events such as funding an acquisition, explaining a profits warning or selling down of shares by a founder or private equity sponsor are not regular. Having an educated investor community is important for those times that your company needs to act without much prior warning.
4 key service areas
Your story
Our input
-
Inform
Shareholder Analysis, Investor Profiling, Investor Targeting, Perception Studies
-
Connect
Results roadshows, Investor meetings, Capital Market Events, Conferences
-
Communicate
Investment Proposition, Corporate Factsheets, Regulatory Announcements
-
Advise
Investor Relations Strategy, Investor Relations effectiveness, Website Best Practice, Communications Best Practice