about-us

We build valuation and enhance reputation

We deliver independent and objective investor relations advisory services
specialising in technology and financial sectors.

 

Work with Boards & Management

We work with Boards and management to facilitate transactions, to enhance long term intrinsic value and to establish an effective investor relations infrastructure to support the company in a listed environment. 

Proven Skill

We have proven skill delivering successful transaction outcomes across multi-region teams, global suppliers and project partners. OxStone’s Investor Relations Advisory experience spans international markets and corporate transactions. 

Specialist Communication Services

OxStone Specialist Communication Services include corporate affairs expertise spanning stakeholder relations, reputation management, corporate positioning, internal communication, brand, online, sponsorship, public relations and issues management.

Global Expertise

Over the past two decades, OxStone founder, Gail Williamson, has provided global expertise for blue chip financial services multi-nationals including AMP Limited, ABN AMRO NV and Henderson Group.

OxStone Accomplishments

Gail and the OxStone team have established a proven track record in delivering multi-dimensional global Investor Relations to service institutional and retail participants, building new IR functions and delivering effective strategies to develop supportive investor registers.

our-services

OUR SERVICES

OxStone provide comprehensive Investor Relations advisory and specialist financial market services.

"Investor Relations can account for a total variance of 35% in a company’s valuation –
ranging from a premium of 10% for ‘superb’ IR to a discount of 25% for ‘poor’ IR"
Source: RIVEL RESEARCH GROUP Q1 2010 White Paper

  • Investment case and concentrated messaging
  • Board and Executive counsel
  • Register and investor targeting
  • Buy and sell side outreach programmes
  • Issue identification and strategy

  • Development of concentrated investment case
  • Prospectus and IPO materials messaging
  • IPO video scripting and production
  • Non-Deal and Deal Roadshow presentations
  • Research analyst pre-deal education
  • Management and Board preparation
  • Investor targeting
  • Roadshow participation
  • Bookbuild guidance and support
  • Listing events
  • Investor Centre website
  • Employee communications

  • Strategy for Investor Relations requirements
  • Identification, selection and implementation of support services (eg registry)
  • Development of IR policies and procedures
  • Development of IR annual programme
  • Recruitment for IR and corporate office supports for listed environment
  • Guidance on continuous disclosure
  • Employee education and compliance programme for listed co responsibilities
  • Relationship with SX

  • Results – presentations, management coaching, releases, roadshows, SX releases, scripting, delivery materials, event co-ordination
  • AGM – Materials, Chair addresses, proxy solicitation managment, event logistics, Board co-ordination
  • Investor days – programme and presentation development, management training, targeting
  • Buy and sell side company Site Tours – itinerary, speaker preparation, materials
  • Roadshows domestic and offshore – targeting of investors to fit register and company attributes, presentation development, management preparation, attendance, logistics
  • Issues identification – investor sentiment, buys and sell side feedback
  • Management of strategic actions

  • Develop and implement strategic investor relations plan
  • Field and respond to investor inquiries
  • Provide investor and analyst sentiment analysis
  • Maintain financial consensus estimates
  • Develop and implement corporate access strategy
  • Design market leading investor relations website
  • Maintain IRM and relationship contacts

Relationship building, programmes, market materials and targeting strategy for:

  • Institutional investors
  • Sell side analysts
  • Broking sales desks
  • Shareholder associations
  • Proxy advisors
  • Regional and international financial media
  • Retail broking and financial planning groups
  • Influencers and stakeholder groups
  • Ratings agencies

  • Material announcements: significant changes in guidance/business outlook
  • Defense strategy – takeover, short seller activity, competitor actions
  • Executive and Board actions and changes
  • M&A, divestments, demergers, corporate and capital restructuring
  • Regulatory impacts
  • Litigation, risk management and workplace actions

  • Fund management – strategy, investment process, seed capital targeting, portfolio manager training, pitch presentations
  • Infrastructure assets
  • Retail investment services – listed investment vehicles, ETF’s, REITs
  • Investment community perception analysis

award

WINNER 2016 International Business Award


 

“Communications Program of the Year – Investor Relations”
for the WiseTech Global IPO Investor Relations led by OxStone

 

INVESTOR RELATIONS CAMPAIGN FOR WISETECH IPO WINS 2016 INTERNATIONAL BUSINESS AWARD “STEVIE” (August 2016)

IR MAGAZINE: PREPARING FOR AN IPO: AN AWARD-WINNING PROGRAM  (Sept 2016)

ASX LISTED MAGAZINE: LONG TERM VIEW CASE STUDY: INVESTOR RELATIONS PRE-AND POST-IPO  (Nov 2016)

contact

CONTACT US

EMAIL

enquiries@oxstone.com.au

CALL

+61 (0) 422 217 790
+61 2 9238 8017

LOCATION

L29, Chifley Tower
2 Chifley Square
Sydney, NSW 2000

oxstone-address

 

AIRA — MEMBER OF THE AUSTRALASIAN INVESTOR RELATIONS ASSOCIATION.  AFFILIATE OF LEADING US TECHNOLOGY IPO ADVISER, THE BLUE SHIRT GROUP.