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Presentations: an undervalued
investor

relations

tool

Piotr Biernacki Poland, Autumn 2013
#investor relations!
#presentations!
#design!
CEO @
We’ve done a study of
140 companies listed on the
Warsaw Stock Exchange

All companies of the WIG20, mWIG40 and sWIG80 indices (of over a total of 400+ companies listed on the WSE)
4

Half of companies doesn’t
publish presentations in English...

53%
90%

70%
35%

WIG20

mWIG40

sWIG80

What percentage of companies publishes investor presentations in English on their
websites?
5

... neither in Polish

53%
85%

68%
38%

WIG20

mWIG40

sWIG80

What percentage of companies publishes investor presentations in Polish on their
websites?
If we somehow publish
any presentations, then...
7

We prepare presentations only
at financial results disclosure
4,6
All presentations

4,0

4,2
3,1

3,7
3,5

Fin. results presentations

4,1
3,5

0,6

Other presentations

0,6

1,1

0,2

WIG20

mWIG40

sWIG80

How many presentations has a company published in 2012? How many of them related to
financial results and how many to other corporate issues?
8

Large caps prepare longer, but
lighter presentations
max: 58
max: 16,20MB

26
32

1,67MB

26

23

1,40MB

1,59MB

1,89MB

WIG20

mWIG40

sWIG80

How many slides counts the latest financial results presentations and how much does it
weight (in MB)?
9

We try not to get sued...

55%
67%

WIG20

62%

mWIG40

Does the presentations include a legal disclaimer slide?

42%
sWIG80
10

... and we definitely don’t
want to introduce ourselves...

22%
WIG20

14%
14%

9%

mWIG40

sWIG80

Are the presenters introduced or mentioned in the presentation?
11

... because an investor might
want to ask us some questions

35%
56%

41%
18%

WIG20

mWIG40

sWIG80

Does the presentation include a personal contact to any of the presenters or the
company’s IR officer?
12

In case of questions, someone may
probably answer them (anonimously)

56%
83%
52%
WIG20

46%

mWIG40

sWIG80

Are there in the presentation any contact details at all?
13

Sometimes we try to help investors to
navigate through the presentation...

54%
70%

67%
28%
WIG20

mWIG40

sWIG80

Does the presentation include agenda / content’s summary / tracker slides?
14

... but usually we don’t how
how to structure information
11

9

6

9
max: 33
36%

72%
31%
WIG20

mWIG40

21%
sWIG80

Does the presentation include a separated appendix / back-up section and how many
slides does this section count?
15

We know how to synthesize
information...
74%

78%

76%

70%

WIG20

mWIG40

sWIG80

Does the presentation include an executive summary slide / summary of most important
facts&figuers?
16

... but the presentation still doesn’t
communicate the company’s equity story

22%
33%

31%

WIG20

mWIG40

9%
sWIG80

Do the slides’ titles communicate the equity story (do they tell any story or are they merely
descriptions of what is shown on the slide)?
17

Large caps assume that everybody
knows what is their business

52%
62%

67%

mWIG40

sWIG80

11%
WIG20

Is a business model / company profile included in the presentation?
18

Usually we try to explain what
is our market...
71%
89%

79%
55%

WIG20

mWIG40

Does the presentation include an overview of the market?

sWIG80
19

... and what has influenced our
latest financial results
66%
89%
59%

WIG20

61%

mWIG40

sWIG80

Does the presentation include a commentary to the company’s latest financial results?
20

We don’t want to or know how to
predict where the market is heading

22%

39%
14%
WIG20

mWIG40

21%
sWIG80

Does the presentation include any forecast of market trends?
21

We are afraid to talk about factors
influencing our future financial results

17%
22%
WIG20

14%

18%

mWIG40

sWIG80

Does the presentation include a financial results forecast / guidelines or any information
on factors that may influence these results in future?
22

The corporate language
doesn’t include the word „risk”...

11%

3%

3%

WIG20

mWIG40

sWIG80

Are risk factors covered or mentioned in the presentation?

5%
23

... but we like to talk in general
about our plans and intentions

59%
72%

WIG20

66%

mWIG40

46%
sWIG80

Does the presentation include information about the company’s strategy, operating goals
or planned investments?
24

We (especially large caps) use
many difficult words...

45%
78%
35%
WIG20

36%

mWIG40

sWIG80

Are there in the presentation any industry terms or any other commonly unknown indices
that aren’t explained (in a glossary or footnotes)?
25

... and we assume that
investors understand them all

22%
WIG20

7%

3%

mWIG40

9%

sWIG80

Does the presentation include a glossary or are difficult industry terms and unpopular
indices explained in any other way?
26

We’re sure that everyone
knows who is our CEO...

6%

7%

12%

WIG20

mWIG40

9%

sWIG80

Does the presentation include a slide on the management / supervisory board and/or
structure of the capital group?
27

... and what is the shareholders’ structure
of every company listed in Warsaw

20%
11%
WIG20

31%
mWIG40

15%
sWIG80

Does the presentation include information on shareholders’ structure?
28

We don’t comment on our
company’s stock price...

12%
11%

10%

15%

WIG20

mWIG40

sWIG80

Does the presentation include a stock price and shares turnover chart?
29

... but large caps help investors
to assess the company’s situation

14%

39%
7%
WIG20

6%

mWIG40

sWIG80

Does the presentation include any capital market indices or any other information helping
investors to assess the company’s situation (for example a list of sell side analysts)?
30

In a 1-5 school grade scale we
get a (subjective) three minus (C-)

2,8
3,2

WIG20

2,8

2,6

mWIG40

sWIG80

General subjective evaluation of the presentation content: (in a Polish school grade scale
of 1(lowest) to 5 (highest))
And what about the
presentations’ design?
32

Although not everyone
remembers about their logo...
99%

100%

97%

100%

WIG20

mWIG40

sWIG80

Does the presentation include the company’s logo?
33

... it is usually the only graphical
element in the entire presentation

41%
52%
28%
WIG20

mWIG40

39%
sWIG80

Does the presentation include any logos of child companies or the company’s product or
service brands?
34

Lack of any pictures of persons
related to the company

11%

3%

6%

WIG20

mWIG40

6%

sWIG80

Does the presentation include any pictures of employees or representatives (other than
stock photos)?
35

Half of companies try to
illustrate what they do

53%
50%

55%

53%

WIG20

mWIG40

sWIG80

Does the presentation include pictures of its products, headquarters, factories,
instalations or any other pictures related to its operational activities?
36

Few companies use pictures not
related to its operational activity

36%
33%
WIG20

48%
27%
mWIG40

sWIG80

Does the presentation include any other pictures (also stock photos not related to its
operational activity)?
37

Generally we try to stick to our
corporate identity quidelines
3,2

3,2

3,5

WIG20

mWIG40

3,0

sWIG80

General subjective evaluation of the presentation’s consistency with its corporate identity
system: (in a Polish school grade scale of 1(lowest) to 5 (highest))
38

Most companies don’t use
such basic tools as hyperlinks…

42%
61%
35%
WIG20

39%

mWIG40

sWIG80

Does the presentation include active hyperlinks (directing to content in the internet or
other slides inside the presentation)?
39

... not speaking of more convenient
file formats or display tools

11%

17%

14%

6%

WIG20

mWIG40

sWIG80

Is the presentation available in any other format than pdf?
40

In a 1-5 school grade scale we
get a (subjective) three minus (C-)

2,6

2,2
WIG20

2,9

mWIG40

2,5
sWIG80

General subjective evaluation of the presentation’s design: (in a Polish school grade scale
of 1(lowest) to 5 (highest))
How can we prepare
presentations?
Turn of the computer.
Read about what the presentation is
supposed to be about.∎
Start with an idea

It is the backbone of the presentation
Having the presentation flow in your head (and on
the wall), you can draw all the slides
time
it’s

then
Only

to prepare a digital version of the presentation
Thank you!
@piotrbiernacki
www.drivingtrust.com
slideshare.net/NOBILI

© Piotr Biernacki!
Graphical content of several authors is used in this presentation.!
No part of this presentation can be duplicated or used in any aim without the
author’s consent, except for your own education.!
The presentation includes results of the study on presentations conducted in
July 2013 by NOBILI PARTNERS Sp. z o.o. among 140 public companies of
the WIG20, mWIG40 and sWIG80 indices listed on the Warsaw Stock
Exchange.

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Presentation: an undervalued Investor Relations tool

  • 3. We’ve done a study of 140 companies listed on the Warsaw Stock Exchange All companies of the WIG20, mWIG40 and sWIG80 indices (of over a total of 400+ companies listed on the WSE)
  • 4. 4 Half of companies doesn’t publish presentations in English... 53% 90% 70% 35% WIG20 mWIG40 sWIG80 What percentage of companies publishes investor presentations in English on their websites?
  • 5. 5 ... neither in Polish 53% 85% 68% 38% WIG20 mWIG40 sWIG80 What percentage of companies publishes investor presentations in Polish on their websites?
  • 6. If we somehow publish any presentations, then...
  • 7. 7 We prepare presentations only at financial results disclosure 4,6 All presentations 4,0 4,2 3,1 3,7 3,5 Fin. results presentations 4,1 3,5 0,6 Other presentations 0,6 1,1 0,2 WIG20 mWIG40 sWIG80 How many presentations has a company published in 2012? How many of them related to financial results and how many to other corporate issues?
  • 8. 8 Large caps prepare longer, but lighter presentations max: 58 max: 16,20MB 26 32 1,67MB 26 23 1,40MB 1,59MB 1,89MB WIG20 mWIG40 sWIG80 How many slides counts the latest financial results presentations and how much does it weight (in MB)?
  • 9. 9 We try not to get sued... 55% 67% WIG20 62% mWIG40 Does the presentations include a legal disclaimer slide? 42% sWIG80
  • 10. 10 ... and we definitely don’t want to introduce ourselves... 22% WIG20 14% 14% 9% mWIG40 sWIG80 Are the presenters introduced or mentioned in the presentation?
  • 11. 11 ... because an investor might want to ask us some questions 35% 56% 41% 18% WIG20 mWIG40 sWIG80 Does the presentation include a personal contact to any of the presenters or the company’s IR officer?
  • 12. 12 In case of questions, someone may probably answer them (anonimously) 56% 83% 52% WIG20 46% mWIG40 sWIG80 Are there in the presentation any contact details at all?
  • 13. 13 Sometimes we try to help investors to navigate through the presentation... 54% 70% 67% 28% WIG20 mWIG40 sWIG80 Does the presentation include agenda / content’s summary / tracker slides?
  • 14. 14 ... but usually we don’t how how to structure information 11 9 6 9 max: 33 36% 72% 31% WIG20 mWIG40 21% sWIG80 Does the presentation include a separated appendix / back-up section and how many slides does this section count?
  • 15. 15 We know how to synthesize information... 74% 78% 76% 70% WIG20 mWIG40 sWIG80 Does the presentation include an executive summary slide / summary of most important facts&figuers?
  • 16. 16 ... but the presentation still doesn’t communicate the company’s equity story 22% 33% 31% WIG20 mWIG40 9% sWIG80 Do the slides’ titles communicate the equity story (do they tell any story or are they merely descriptions of what is shown on the slide)?
  • 17. 17 Large caps assume that everybody knows what is their business 52% 62% 67% mWIG40 sWIG80 11% WIG20 Is a business model / company profile included in the presentation?
  • 18. 18 Usually we try to explain what is our market... 71% 89% 79% 55% WIG20 mWIG40 Does the presentation include an overview of the market? sWIG80
  • 19. 19 ... and what has influenced our latest financial results 66% 89% 59% WIG20 61% mWIG40 sWIG80 Does the presentation include a commentary to the company’s latest financial results?
  • 20. 20 We don’t want to or know how to predict where the market is heading 22% 39% 14% WIG20 mWIG40 21% sWIG80 Does the presentation include any forecast of market trends?
  • 21. 21 We are afraid to talk about factors influencing our future financial results 17% 22% WIG20 14% 18% mWIG40 sWIG80 Does the presentation include a financial results forecast / guidelines or any information on factors that may influence these results in future?
  • 22. 22 The corporate language doesn’t include the word „risk”... 11% 3% 3% WIG20 mWIG40 sWIG80 Are risk factors covered or mentioned in the presentation? 5%
  • 23. 23 ... but we like to talk in general about our plans and intentions 59% 72% WIG20 66% mWIG40 46% sWIG80 Does the presentation include information about the company’s strategy, operating goals or planned investments?
  • 24. 24 We (especially large caps) use many difficult words... 45% 78% 35% WIG20 36% mWIG40 sWIG80 Are there in the presentation any industry terms or any other commonly unknown indices that aren’t explained (in a glossary or footnotes)?
  • 25. 25 ... and we assume that investors understand them all 22% WIG20 7% 3% mWIG40 9% sWIG80 Does the presentation include a glossary or are difficult industry terms and unpopular indices explained in any other way?
  • 26. 26 We’re sure that everyone knows who is our CEO... 6% 7% 12% WIG20 mWIG40 9% sWIG80 Does the presentation include a slide on the management / supervisory board and/or structure of the capital group?
  • 27. 27 ... and what is the shareholders’ structure of every company listed in Warsaw 20% 11% WIG20 31% mWIG40 15% sWIG80 Does the presentation include information on shareholders’ structure?
  • 28. 28 We don’t comment on our company’s stock price... 12% 11% 10% 15% WIG20 mWIG40 sWIG80 Does the presentation include a stock price and shares turnover chart?
  • 29. 29 ... but large caps help investors to assess the company’s situation 14% 39% 7% WIG20 6% mWIG40 sWIG80 Does the presentation include any capital market indices or any other information helping investors to assess the company’s situation (for example a list of sell side analysts)?
  • 30. 30 In a 1-5 school grade scale we get a (subjective) three minus (C-) 2,8 3,2 WIG20 2,8 2,6 mWIG40 sWIG80 General subjective evaluation of the presentation content: (in a Polish school grade scale of 1(lowest) to 5 (highest))
  • 31. And what about the presentations’ design?
  • 32. 32 Although not everyone remembers about their logo... 99% 100% 97% 100% WIG20 mWIG40 sWIG80 Does the presentation include the company’s logo?
  • 33. 33 ... it is usually the only graphical element in the entire presentation 41% 52% 28% WIG20 mWIG40 39% sWIG80 Does the presentation include any logos of child companies or the company’s product or service brands?
  • 34. 34 Lack of any pictures of persons related to the company 11% 3% 6% WIG20 mWIG40 6% sWIG80 Does the presentation include any pictures of employees or representatives (other than stock photos)?
  • 35. 35 Half of companies try to illustrate what they do 53% 50% 55% 53% WIG20 mWIG40 sWIG80 Does the presentation include pictures of its products, headquarters, factories, instalations or any other pictures related to its operational activities?
  • 36. 36 Few companies use pictures not related to its operational activity 36% 33% WIG20 48% 27% mWIG40 sWIG80 Does the presentation include any other pictures (also stock photos not related to its operational activity)?
  • 37. 37 Generally we try to stick to our corporate identity quidelines 3,2 3,2 3,5 WIG20 mWIG40 3,0 sWIG80 General subjective evaluation of the presentation’s consistency with its corporate identity system: (in a Polish school grade scale of 1(lowest) to 5 (highest))
  • 38. 38 Most companies don’t use such basic tools as hyperlinks… 42% 61% 35% WIG20 39% mWIG40 sWIG80 Does the presentation include active hyperlinks (directing to content in the internet or other slides inside the presentation)?
  • 39. 39 ... not speaking of more convenient file formats or display tools 11% 17% 14% 6% WIG20 mWIG40 sWIG80 Is the presentation available in any other format than pdf?
  • 40. 40 In a 1-5 school grade scale we get a (subjective) three minus (C-) 2,6 2,2 WIG20 2,9 mWIG40 2,5 sWIG80 General subjective evaluation of the presentation’s design: (in a Polish school grade scale of 1(lowest) to 5 (highest))
  • 41. How can we prepare presentations?
  • 42. Turn of the computer. Read about what the presentation is supposed to be about.∎
  • 43. Start with an idea It is the backbone of the presentation
  • 44. Having the presentation flow in your head (and on the wall), you can draw all the slides
  • 45. time it’s then Only to prepare a digital version of the presentation
  • 46. Thank you! @piotrbiernacki www.drivingtrust.com slideshare.net/NOBILI © Piotr Biernacki! Graphical content of several authors is used in this presentation.! No part of this presentation can be duplicated or used in any aim without the author’s consent, except for your own education.! The presentation includes results of the study on presentations conducted in July 2013 by NOBILI PARTNERS Sp. z o.o. among 140 public companies of the WIG20, mWIG40 and sWIG80 indices listed on the Warsaw Stock Exchange.