Topic Specialized IR

The level of retail investor penetration has seen an uptick recently.  Here are some pointers on how to manage your retail investor base.

SPAC’s (Special Purpose Acquisition Companies) have become very popular in 2020 since there is an easier and less costly way to market for companies.  There is a website that tracks SPAC activity called spacinsider.com.  A good resource for you.

Here is a great example of a fixed income investor presentation.

OTC QB is the interim level in between OTC Pink and OTC OX. Here are some new initiatives in place to help trading liquidity and visibility for these companies on OTC QB.

Here is a nice example of a fixed income presentation.

Here is an overview of OTC Markets, released in April 2017.

Here is a comparison of the benefits, costs and requirements for the 3 levels of OTC.

Here is an example of a nice call out for information if you have fixed income components of your IR program. Simple and easy.

Somewhere in between rare and common lies stocks for pre-revenue companies. Here are some initial thoughts on how to best position IR for these companies.

Here is an example press release by a company who uplisted from OTC Pink to OTC QB.