Flexible, cost-effective investor relations services



         www.spindlecommunications.com
Why do IR?
 Improve content and regularity of discussions with
    shareholders
   Engage in strategic targeting to identify new investors and
    potential shareholders
   Improve analyst opinion through more positive
    interactions with coverage analysts
   Strategic outreach to financial community
   Maximize upcoming corporate milestones and news
   Strategic media outreach and placement
   Crisis communications
   Improve tradability, reduce price volatility, sustain and
    increase valuation
The right story
 Develop / refine investment thesis
 Develop key market messages
 Transfer story to compelling marketing materials
 Transfer story to an effectively designed, well-executed
 website
Investor Relations Strategy
 Sell-side overview
    Cultivate relationships with analysts and investment bankers
     at firms with strong healthcare investment interests; identify
     analysts who could initiate coverage and increase visibility
     among investors
    Determine appropriate analyst targets based on enthusiasm,
     reputation, market cap and healthcare area coverage
 Investment Analysts Society, JSE Power Hour, broker
  conference invitations are key for programme visibility
 Long-term strategy: obtain a mix of different tiers of
  coverage, thereby reaching a broader audience and
  increasing credibility
Investor Relations Strategy
 The IR Game Plan
    Messaging ► Revise as appropriate to ensure communications continue to
     resonate with financial community
    Leveraging news flow and upcoming milestones
    IR-driven media outreach
    IR plan and calendar
    Strategic IR planning ► Building visibility and maintaining current
     relationships ► Buyside and sell-side targeting
         One-on-one program with analysts/portfolio managers (roadshows)
         IAS & conference targeting and coordination
         Conference calls for earnings announcements and key news events
    Announcement planning
    Collateral materials
      Investor presentation
      Website
      Fact sheets
    Evaluate effectiveness of key IR resources and assist with development and
      revisions
Investor Relations Strategy
 Targeting the Buyside
    Target brokerages and institutions to create base of
     knowledge about company in the investing community
    Target institutions who are likely to buy based on their
     positions in peers
    Tactics
        Conference presentations
        Roadshows
        IAS events
        Broker / Bank-sponsored roadshows and events
Create awareness
 Effectively communicate the right story to the right
    audiences – locally and internationally
   Material news releases
   Non-material news releases
   Promotion of corporate social responsibility initiatives
   Media relations
Create awareness
 Increase the reach of your content through social
  media
 Spindle manages various proprietary Linkedin groups
   Investor Relations Practitioners in Africa
   Investment Analysts in Africa
   African Citizen – Journalists in Africa
 Spindle manages the Investor Relations in Africa page
  on Facebook
 Build awareness and profile
 Drive website traffic
Social media forums on Linkedin
 Mining Exploration in Africa 7145 members
 Mineral Beneficiation in Africa 405 members
 Megalopolis - developing green cities in Africa 190 members
 Sub-Saharan Plant Science & Technology forum 279 members
 Sub-Saharan Water Science & Technology group 304 members
 Sub-Saharan Africa Sustainable Energy group 952 members*
 Investment Analysts in Africa 1789 members
 Lifesparks Southern African Life Sciences initiative 628 members
 Viridis Africa - investment in clean tech 430 members*
 Corporate Social Responsibility & Environmental Sustainability
  Executives in Africa 92 members
 Human Capital Management in Africa 623 members
 ICTE in Africa 148 members
 African Citizen - Journalists in Africa 135 members
Social media groups on Facebook & Google+
 Facebook
    Clean technology for Africa (page) 734 likes
    Clean technology in Africa (group) 170 members
    Mining Exploration in Africa (page) 67 likes
    Mining Exploration in Africa (group) 126 members
    LIFEsparks Southern African Life Sciences Network (page) 202 likes
    LIFEsparks Southern African Life Sciences networking group (group)
     30 members
 Google+
    Clean technology in Africa (group)
    LIFEsparks Southern African Life Sciences Network (group)
    Green cities in Africa (group)
Investor outreach
 Improve your access to:
    Analyst research
    Stockbroker sales desks
    Institutional fund managers and analysts
    Private equity fund managers
    Private investors
    Corporate financiers
    Bankers
    Financial media
Investor outreach
 Coordinated investor roadshows
 Retail luncheons
 Analyst days and investor trips
Obtain feedback
 Gain invaluable market feedback
 Regular interaction with investment community
 Broker and institutional fund manager surveys
 Perception studies
Spindle Communications
 PR & IR specialising in technology intensive companies in
    sectors such as life sciences, pharma, biotechnology,
    medical devices, clean technology, ICTE, engineering,
    mining and mineral beneficiation, and financial services,
    venture capital, private equity
   Our vision: to be a high quality, highly competitive
    communications specialist
   Research / data-driven
   Strong network and reputation throughout JSE
   Experience with a wide range of companies: Private and
    public , wide range of market caps, extensive experience
    with small public companies
Spindle Communications
   Specialised industry knowledge and expertise
   Extensive experience working with a wide range of companies
   Senior-level attention and rigorous support from account teams
   Strong relationships with the investment community
   Focus on best industry practice
   Commitment to superior client service
   Proven track record
   Some references:
        Platfieds Limited (Bongani Mbindwane, 021 423 4536)
        Thabex Limited, (Marius Welthagen, 082 448 9537)
        Digicore Holdings Limited, (Nick Vlok, 012 665 5343)
        EOH Limited, (Asher Bohbot, 011 607 8100)
        Iliad Africa, (Ralph Patmore, 082 467 6800)
        Maxtec Limited, (George Talbot, 011 803 6635)
        Zaptronix Limited, (John Heath, 044-382-0986)
Principal consultant
 Suza Adam
     MA (Communications)
     University of Johannesburg, 1995
 http://za.linkedin.com/in/suzaadam/
 Founder Suza Adam has more than 20 years of public relations, investor relations, media
  liaison and event management experience.
 Her frame of reference includes public relations and investor relations programme
  development and execution, corporate repositioning, investment marketing, conference
  marketing, social media marketing, web development, SEO and digital marketing.
 She has consulted on public relations and investor relations to the boards of more than 50 JSE
  listed companies, including UCS, EOH, Digicore, SAAB Grintek, Maxtec, Zaptronix, Siltek, Iliad
  Africa, Maxiprest, Cashbuild, Thabex, Platfields, etc.
 Suza is a specialist in high-tech PR, having promoted companies in ITCE, telecommunications,
  mining, life sciences and clean technologies.
 Suza has launched the first cleantech investment conference for the African continent, called
  Viridis Africa.
 Suza has launched the first life sciences investment conference for the African continent,
  called LIFEsparks
Contact details
We love to get involved in those marketing challenges that keep you awake at
night. Call us and let us help you with your lead generation, investor
solicitation, customer conversion and stakeholder engagement tasks.


SUZA ADAM | MANAGING MEMBER
011 880 0364 | 082 789 9777
131 Buckingham Avenue, Craighall Park, 2196
suza.adam@spindlecommunications.com
www.spindlecommunications.com

Spindle Communications investor relations agency

  • 1.
    Flexible, cost-effective investorrelations services www.spindlecommunications.com
  • 2.
    Why do IR? Improve content and regularity of discussions with shareholders  Engage in strategic targeting to identify new investors and potential shareholders  Improve analyst opinion through more positive interactions with coverage analysts  Strategic outreach to financial community  Maximize upcoming corporate milestones and news  Strategic media outreach and placement  Crisis communications  Improve tradability, reduce price volatility, sustain and increase valuation
  • 3.
    The right story Develop / refine investment thesis  Develop key market messages  Transfer story to compelling marketing materials  Transfer story to an effectively designed, well-executed website
  • 4.
    Investor Relations Strategy Sell-side overview  Cultivate relationships with analysts and investment bankers at firms with strong healthcare investment interests; identify analysts who could initiate coverage and increase visibility among investors  Determine appropriate analyst targets based on enthusiasm, reputation, market cap and healthcare area coverage  Investment Analysts Society, JSE Power Hour, broker conference invitations are key for programme visibility  Long-term strategy: obtain a mix of different tiers of coverage, thereby reaching a broader audience and increasing credibility
  • 5.
    Investor Relations Strategy The IR Game Plan  Messaging ► Revise as appropriate to ensure communications continue to resonate with financial community  Leveraging news flow and upcoming milestones  IR-driven media outreach  IR plan and calendar  Strategic IR planning ► Building visibility and maintaining current relationships ► Buyside and sell-side targeting  One-on-one program with analysts/portfolio managers (roadshows)  IAS & conference targeting and coordination  Conference calls for earnings announcements and key news events  Announcement planning  Collateral materials  Investor presentation  Website  Fact sheets  Evaluate effectiveness of key IR resources and assist with development and revisions
  • 6.
    Investor Relations Strategy Targeting the Buyside  Target brokerages and institutions to create base of knowledge about company in the investing community  Target institutions who are likely to buy based on their positions in peers  Tactics  Conference presentations  Roadshows  IAS events  Broker / Bank-sponsored roadshows and events
  • 7.
    Create awareness  Effectivelycommunicate the right story to the right audiences – locally and internationally  Material news releases  Non-material news releases  Promotion of corporate social responsibility initiatives  Media relations
  • 8.
    Create awareness  Increasethe reach of your content through social media  Spindle manages various proprietary Linkedin groups  Investor Relations Practitioners in Africa  Investment Analysts in Africa  African Citizen – Journalists in Africa  Spindle manages the Investor Relations in Africa page on Facebook  Build awareness and profile  Drive website traffic
  • 9.
    Social media forumson Linkedin  Mining Exploration in Africa 7145 members  Mineral Beneficiation in Africa 405 members  Megalopolis - developing green cities in Africa 190 members  Sub-Saharan Plant Science & Technology forum 279 members  Sub-Saharan Water Science & Technology group 304 members  Sub-Saharan Africa Sustainable Energy group 952 members*  Investment Analysts in Africa 1789 members  Lifesparks Southern African Life Sciences initiative 628 members  Viridis Africa - investment in clean tech 430 members*  Corporate Social Responsibility & Environmental Sustainability Executives in Africa 92 members  Human Capital Management in Africa 623 members  ICTE in Africa 148 members  African Citizen - Journalists in Africa 135 members
  • 10.
    Social media groupson Facebook & Google+  Facebook  Clean technology for Africa (page) 734 likes  Clean technology in Africa (group) 170 members  Mining Exploration in Africa (page) 67 likes  Mining Exploration in Africa (group) 126 members  LIFEsparks Southern African Life Sciences Network (page) 202 likes  LIFEsparks Southern African Life Sciences networking group (group) 30 members  Google+  Clean technology in Africa (group)  LIFEsparks Southern African Life Sciences Network (group)  Green cities in Africa (group)
  • 11.
    Investor outreach  Improveyour access to:  Analyst research  Stockbroker sales desks  Institutional fund managers and analysts  Private equity fund managers  Private investors  Corporate financiers  Bankers  Financial media
  • 12.
    Investor outreach  Coordinatedinvestor roadshows  Retail luncheons  Analyst days and investor trips
  • 13.
    Obtain feedback  Gaininvaluable market feedback  Regular interaction with investment community  Broker and institutional fund manager surveys  Perception studies
  • 14.
    Spindle Communications  PR& IR specialising in technology intensive companies in sectors such as life sciences, pharma, biotechnology, medical devices, clean technology, ICTE, engineering, mining and mineral beneficiation, and financial services, venture capital, private equity  Our vision: to be a high quality, highly competitive communications specialist  Research / data-driven  Strong network and reputation throughout JSE  Experience with a wide range of companies: Private and public , wide range of market caps, extensive experience with small public companies
  • 15.
    Spindle Communications  Specialised industry knowledge and expertise  Extensive experience working with a wide range of companies  Senior-level attention and rigorous support from account teams  Strong relationships with the investment community  Focus on best industry practice  Commitment to superior client service  Proven track record  Some references:  Platfieds Limited (Bongani Mbindwane, 021 423 4536)  Thabex Limited, (Marius Welthagen, 082 448 9537)  Digicore Holdings Limited, (Nick Vlok, 012 665 5343)  EOH Limited, (Asher Bohbot, 011 607 8100)  Iliad Africa, (Ralph Patmore, 082 467 6800)  Maxtec Limited, (George Talbot, 011 803 6635)  Zaptronix Limited, (John Heath, 044-382-0986)
  • 16.
    Principal consultant  SuzaAdam  MA (Communications)  University of Johannesburg, 1995  http://za.linkedin.com/in/suzaadam/  Founder Suza Adam has more than 20 years of public relations, investor relations, media liaison and event management experience.  Her frame of reference includes public relations and investor relations programme development and execution, corporate repositioning, investment marketing, conference marketing, social media marketing, web development, SEO and digital marketing.  She has consulted on public relations and investor relations to the boards of more than 50 JSE listed companies, including UCS, EOH, Digicore, SAAB Grintek, Maxtec, Zaptronix, Siltek, Iliad Africa, Maxiprest, Cashbuild, Thabex, Platfields, etc.  Suza is a specialist in high-tech PR, having promoted companies in ITCE, telecommunications, mining, life sciences and clean technologies.  Suza has launched the first cleantech investment conference for the African continent, called Viridis Africa.  Suza has launched the first life sciences investment conference for the African continent, called LIFEsparks
  • 17.
    Contact details We loveto get involved in those marketing challenges that keep you awake at night. Call us and let us help you with your lead generation, investor solicitation, customer conversion and stakeholder engagement tasks. SUZA ADAM | MANAGING MEMBER 011 880 0364 | 082 789 9777 131 Buckingham Avenue, Craighall Park, 2196 suza.adam@spindlecommunications.com www.spindlecommunications.com