Getting access to company management
Last month, we asked five fund managers how they generate new ideas (read it here: <a href="http://bit.ly/2fUpBXm" target="_blank" data-event-type="click" data-event="link_click">(VIEW LINK)</a> ) One of the recurring themes was that meeting with management can be an effective tool. Unfortunately for smaller investors, getting access to management can be a real challenge. Following this, we asked Livewire readers how they like to access company management and the responses were both diverse and interesting. We’ve collected these resources and provided a brief summary of each, plus we’ve also added a few that we’re familiar with. Beyond the resources below, a common approach is to contact the company directly via their investor relations team or directly on their website; as one reader pointed out “If you are already a shareholder you are a part owner and effectively managements' boss.” Read on for a list of the available resources, my comments, and the most effective way to monitor each one.
Patrick Poke
Livewire Markets
ASX Website
What it is: Our national securities exchange
Comments: All price sensitive information released by the company must appear here first. CEO Sessions, produced with Finance Network News (VIEW LINK) allows investors to meet management directly.
The most effective way to monitor it: InvestorPA lets you set up a watchlist to receive email alerts. (VIEW LINK)
Morgans
What it is: Guest speakers – Executives present to the Morgans network. (VIEW LINK)
Executive Series – One on one interviews with senior executives. (VIEW LINK)
Comments: Executive Series is a new content initiative; they’re continuing to build a library of interviews.
The most effective way to monitor it: via the Morgans Youtube Channel. (VIEW LINK)
OnMarket Bookbuilds
What it is: Offers access to IPOs for retail investors
Comments: This service is exclusively for upcoming and recent IPOs, you won’t find general public company information here. Includes research, short executive interviews, disclosure documents, and relevant media stories.
The most effective way to monitor it: Emails are sent to registered members advising of new IPO opportunities. (VIEW LINK)
Commsec
What it is: One on one interviews with executives
Comments: A diverse range of companies are covered, including small caps and LICs. Provides a general overview of the company, but doesn’t generally go into detail.
The most effective way to monitor it: CommSecTV YouTube channel - (VIEW LINK)
CommSec Livewire profile - (VIEW LINK)
Boardroom Radio (BRR)
What it is: Professional audio and video production and webcasting services for listed companies, asset managers, and professional services firms.
Comments: Includes videos from AGMs and results presentations, this often includes analyst Q&A sessions after the presentations. These Q&A sessions can sometimes offer unique insights.
The most effective way to monitor it: There’s no way to specifically monitor these, but they are generally released with ASX announcements and can be monitored like any other ASX announcement. You can also access them directly on the BRR website: (VIEW LINK)
I’d love to hear your comments on these resources; respond below if you think there’s something I’ve missed. Or alternatively you can email your suggestion to team@livewiremarkets.com
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Patrick was one of Livewire’s first employees, joining in 2015 after nearly a decade working in insurance, superannuation, and retail banking. He is passionate about investing, with a particular interest in Australian small-caps.
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Patrick Poke
Managing Editor
Livewire Markets
Patrick was one of Livewire’s first employees, joining in 2015 after nearly a decade working in insurance, superannuation, and retail banking. He is passionate about investing, with a particular interest in Australian small-caps.
Expertise
No areas of expertise
Patrick Poke
Managing Editor
Livewire Markets
Patrick was one of Livewire’s first employees, joining in 2015 after nearly a decade working in insurance, superannuation, and retail banking. He is passionate about investing, with a particular interest in Australian small-caps.
Expertise
No areas of expertise
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