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March 2010 This month’s briefing paper looks at the main differences between US GAAP and IFRS and considers the communications implication of switching from one system to the other. | February 2010 This paper provides a good general introduction to companies, boards, shareholders and lenders, advisers and the basics of financial PR and Investor Relations. | January 2010 This paper covers how banks make money, how they are regulated, understanding the accounts and the key ratios used to evaluate performance. |
December 2009 This paper is looks at changes to the way shares are traded as a result of technology developments and regulatory changes, including high frequency trading and dark pools of liquidity. | November 2009 This paper gives a simple, structured overview of the key rules and regulations that affect companies whose shares are publicly traded on the London Stock Exchange or AIM and their advisers. | September 2009 This paper explains the rules for takeovers of publicly owned companies in the UK, including required announcements and the timetable, from a communications perspective. |
July 2009 This briefing paper explains how companies are funded, the characteristics of equity and debt funding, the impact of gearing/leverage on profits, the cost of capital and the optimum capital mix. | June 2009 This briefing paper covers Interim Management Statements – requirements and best practice. The IMS was originally introduced by the Transparency Directive and best practice advice was reviewed by the UKLA in May 2009. | June 2009 This paper covers how companies and consultancies can avoid committing market abuse and incorporates the latest best practice advice from the FSA. |
May 2009 This paper provides a comprehensive guide to the jargon used in sell-side analysts' research reports. | April 2009 This paper defines shareholder value from both the perspective of the shareholders and the company. It covers how companies can demonstrate improving value and the lessons for investor communications. | March 2009 This briefing paper provides a comprehensive guide to the terms and jargon used in the banking sector. It provides simple definitions of often complex areas, together with useful visuals demonstrating how the concepts work in practice. |
February 2009 This briefing paper is designed to provide a checklist for anyone putting together an IR or corporate communications policy document. | January 2009 This briefing paper examines rights issues - the process, regulations & best practise, the basic calculations and jargon, and the on-going debates surrounding rights issues. | December 2008 This paper covers the basics of financial media relations - how the media works, how to write good press releases, selling your story and more. |
November 2008 This paper discusses how to communicate for value, how to manage expectations, and how to predict and prepare for those topics likely to be the focus of Q&A sessions. | October 2008 This briefing paper is on Debt IR. It covers debt issuance, ratings and the rating process and how to manage on-going debt IR. | September 2008 This paper describes XBRL – what it means, how it works, who’s doing it and what the implications are for corporate communicators. |
June 2008 This paper shows the link between sub-prime mortgage lending in the US and current financial market conditions around the world. It also considers likely future developments. | April 2008 This paper provides a general introduction to financial markets, covering stock markets, investment banks, the Bank of England, retail banks, stock brokers regulators and investors - institutional and retail. | March 2008 This briefing paper is designed to provide a checklist for anyone putting together an IR or corporate communications policy document. |
February 2008 This briefing paper covers the requirements for results announcements, top tips for press releases and a guide to what happens on results days for a company and its target audiences. | December 2007 This briefing paper covers how strategy statements are devised and how strategy is analysed by the investment community. | October 2007 This paper covers the ongoing obligations for AIM companies, including the role of the Nomad, the market abuse rules, dealing with inside information, disclosure of transactions, financial calendar, websites and corporate governance. |
September 2007 This paper covers half-yearly reports under the Disclosure & Transparency Rules. We look at best practice and some early examples of reporting on the risks and uncertainties facing the second 6 months of the year. | June 2007 This briefing paper covers the most commonly used financial ratios or Key Performance Indicators (KPIs). We show you how they are calculated, what they mean and how they link to the creation of shareholder value. | April 2007 This paper summarises the purpose of the balance sheet, identifies the key lines, provides a checklist for a balance sheet review, explains the use of a number of useful ratios and comments on topical issues affecting balance sheet communications. |
March 2007 This paper covers the key requirements of the financial calendar for both Main Market and AIM companies and discusses best practice. | February 2007 This paper covers the key rules and regulations that affect Investor Relations and Financial PR, taking into account rule changes up to the end of February 2007. | January 2007 This paper explains the key investment styles – value, growth and momentum. It covers how styles affect sell-side research, how to drive a re-rating and create momentum and it looks formulating your communications to maximise your company’s appeal. |
November 2006 This briefing paper is designed to help you understand hedge funds - their characteristics, their investment styles and how to deal with them from an IR perspective. | October 2006 This paper offers a quick guide to reading the financial information in a company's annual report. It is designed to give you a view of how a company is doing in less than 30 minutes. | September 2006 Following on from our “Introduction to Investment Maths”, this paper takes a more in-depth look at DCF valuation and how you can influence value by understanding the key variables. |
August 2006 The aim of this briefing paper is to introduce you to investment maths. We will look at the basic maths commonly used to value all investments – from bonds through to property and of course, companies and their shares. | June 2006 This briefing paper, is designed to help you understand banks - their capital structure (including regulatory capital), accounts and how they are valued. | May 2006 This briefing paper deals with share buy-backs, covering what they are, why companies undertake them and when they work. |
March 2006 This paper deals with EV ratios - defining EV and showing you which ratios are used when and why. It also deals with the pros and cons of EBITDA as a performance measure. A good follow on from our paper on P/E ratios. | February 2006 This briefing paper covers the income statement under IFRS. It shows you how to tell the story, what analysts look out for and how they will analyse the numbers. | January 2006 This briefing paper explains everything you have ever wanted to know about P/E ratios, P/E relatives and PEG ratios. It deals with lots of analysts' jargon and looks at the lessons for corporate communications. |
October 2005 This briefing paper covers the basics of financial statements and how accountants think. We define profit and loss accounts, balance sheets, cash flow statements and common terms such as depreciation, capex, EBITDA and GAAP. | March 2005 This briefing paper covers the basics of share register analysis - what it is, how it is done and why. | |
March 2004 This paper deals with the calculations of earnings enhancement or dilution and the valuation of cost savings. |
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