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February 2012
This briefing paper examines the highs and lows of shareholder value reporting by large companies in the mining sector. Cost: £20.00 ex VAT
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| December 2011
This briefing paper examines the highs and lows of shareholder value reporting by large companies in the retail sector. Cost: £20.00 ex VAT
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| November 2011
In this paper, we explain how the balance sheet works, how to analyse asset efficiency and show you how to use gearing/leverage ratios to measure financial strength. Cost: £20.00 ex VAT
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October 2011
In this briefing paper we look at reporting by 6 companies in the Oil & Gas sector and compare their KPIs. Cost: £20.00 ex VAT
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| September 2011
In this briefing paper we look at how to understand and analyse the income statement from the top line to the bottom line - a useful recap ahead of results.
Cost: £20.00 ex VAT
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| July 2011
In this month's briefing paper we look at the reporting requirements for preparing the Directors' Report in the Annual Report.
Cost: £20.00 ex VAT
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July 2011
In this briefing paper we look at how companies tackle Corporate Responsibility reporting in their Annual Reports. Cost: £20.00 ex VAT
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| May 2011
In this briefing paper we look at the requirements for producing Interim Management Statements and provide an analysis of the approaches adopted by top FTSE100 companies. Cost: £20.00 ex VAT
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| April 2011
This paper covers how commentators evaluate M&A. We deal with earnings accretion and dilution, valuing the synergies and understanding whether a deal adds value. Cost: £20.00 ex VAT
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February 2011
In this paper we look at risk reporting in annual reports, sharing some common shortfalls and best practice communication tips. Cost: £20.00 ex VAT
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| January 2011
In this paper we look at Remuneration Reporting in Annual Reports and Accounts from a communications perspective, guiding you through some regulations and sharing some recent best practice examples. Cost: £20.00 ex VAT
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| November 2010
In this paper we take a look at the reporting of strategy, performance and KPIs in UK annual reports, inspired by some of the recently announced award winners. Cost: £20.00 ex VAT
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October 2010
This paper gives you a good overview of the rules and regulations that impact on communications. Cost: £20.00 ex VAT
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| September 2010
This paper covers IPOs – what they are, the rationale, timing and choice of market. We also cover how companies should prepare for IPO, the IPO team and what happens afterwards. Cost: £20.00 ex VAT
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| August 2010
This paper covers the development of corporate governance in the UK, the new UK Corporate Governance Code and the Stewardship Code. Cost: £20.00 ex VAT
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June 2010
This paper is a new version of our Introduction to Financial Media Relations. It covers the basics of financial media relations - how the media works, how to write good press releases, selling your story, social media, crisis management and more. Cost: £20.00 ex VAT
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| June 2010
This paper, which we have just updated, gives a simple, structured overview of the key financial statements and headline numbers. Cost: £20.00 ex VAT
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| April 2010
This paper looks at the key regulations affecting corporate communications in the US, including financial calendar. Cost: £20.00 ex VAT
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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. Cost: £20.00 ex VAT
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| 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. Cost: £20.00 ex VAT
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| January 2010
This paper covers how banks make money, how they are regulated, understanding the accounts and the key ratios used to evaluate performance. Cost: £20.00 ex VAT
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December 2009
This paper 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. Cost: £20.00 ex VAT
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| 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. Cost: £20.00 ex VAT
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| 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. Cost: £20.00 ex VAT
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May 2009
This paper provides a comprehensive guide to the jargon used in sell-side analysts' research reports. Cost: £20.00 ex VAT
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| 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. Cost: £20.00 ex VAT
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| 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. Cost: £20.00 ex VAT
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February 2009
This briefing paper is designed to provide a checklist for anyone putting together an IR or corporate communications policy document. Cost: £20.00 ex VAT
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| 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. Cost: £20.00 ex VAT
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| 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. Cost: £20.00 ex VAT
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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. Cost: £20.00 ex VAT
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| September 2008
This paper describes XBRL – what it means, how it works, who’s doing it and what the implications are for corporate communicators. Cost: £20.00 ex VAT
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| 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. Cost: £20.00 ex VAT
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June 2008
This paper covers how companies and consultancies can avoid committing market abuse and incorporates the latest best practice advice from the FSA. Cost: £20.00 ex VAT
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| 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. Cost: £20.00 ex VAT
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| March 2008
This briefing paper is designed to provide a checklist for anyone putting together an IR or corporate communications policy document. Cost: £20.00 ex VAT
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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. Cost: £20.00 ex VAT
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| December 2007
This briefing paper covers how strategy statements are devised and how strategy is analysed by the investment community. Cost: £20.00 ex VAT
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| 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. Cost: £20.00 ex VAT
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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. Cost: £20.00 ex VAT
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| 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. Cost: £20.00 ex VAT
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| March 2007
This paper covers the key requirements of the financial calendar for both Main Market and AIM companies and discusses best practice. Cost: £20.00 ex VAT
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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. Cost: £20.00 ex VAT
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| 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. Cost: £20.00 ex VAT
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| 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. Cost: £20.00 ex VAT
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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. Cost: £20.00 ex VAT
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| 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. Cost: £20.00 ex VAT
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| May 2006
This briefing paper deals with share buy-backs, covering what they are, why companies undertake them and when they work. Cost: £20.00 ex VAT
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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. Cost: £20.00 ex VAT
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| 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. Cost: £20.00 ex VAT
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| June 2005
This paper cover the UK disclosure rules and FSA best practice advice. Cost: £20.00 ex VAT
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March 2005
This briefing paper covers the basics of share register analysis - what it is, how it is done and why. Cost: £20.00 ex VAT
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