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So far Gilmartin Group has created 95 blog entries.

Quiet Period: What It Means for Public and Private Companies

A quiet period is the period of time when company insiders are required to limit certain business-related communication with the public. During this time, communication is monitored and enforced by the US Securities and Exchange Commission (SEC). Quiet periods exist mainly to avoid selective disclosure of material non-public information and prevent an artificial increase in [...]

By |2019-09-20T11:56:55-04:00September 19th, 2019|Investor Relations, Messaging|

Should All Companies Prepare Quarterly Earnings Slides?

As we have stated in multiple blogs, quarterly earnings calls are possibly the most important form of communication that companies have with the investment community. With the advent of Regulation Fair Disclosure (Reg FD), the earnings call is an ideal opportunity for management teams to avoid selective disclosure and provide company information to all investors [...]

By |2019-09-13T13:12:06-04:00September 13th, 2019|Earnings, Logistics|

Insider Trading Basics

Despite insider trading being more commonly associated with illicit activities, legally, company insiders can buy and sell their stock. Legal insider trading activity is often tracked and analyzed by investors to gain insight into the internal sentiment of a company, and the lawful buying and selling decisions made by a company’s top executives can influence [...]

By |2019-09-06T12:11:59-04:00September 6th, 2019|Investor Relations|

How To Communicate A CEO Transition

Nearly every company, no matter the size, will eventually face a CEO transition. In fact, according to a study by Challenger, Gray & Christmas, the oldest executive outplacement firm in the US,CEO turnovers in 2018 occurred at the highest rate since the Great Recession, with 1,452 CEO departures, up 25.2% year over year. From an IR perspective, [...]

By |2019-08-30T11:25:00-04:00August 29th, 2019|Investor Relations, Messaging|

Managing Corporate Access as the Relationship between Investors and Investment Banks Evolves

For years, a mutually beneficial relationship existed between corporate management teams, investment banks and the buy-side regarding corporate access as represented by non-deal roadshows (NDRs) and conferences. Now, like many elements of this relationship, the process is undergoing a major revision with implications for all relevant parties. For corporate management teams, the bottom line is [...]

By |2019-08-23T09:29:09-04:00August 23rd, 2019|Investor Relations, Investors, Logistics|

IPO Pricing and Shares Offered Dynamics

Going public can be a daunting process, with multiple steps to take, decisions to make, and involvement from many constituents – management teams, boards of directors, investors, lawyers, bankers, and more. All these constituents have different opinions, objectives, and areas of expertise. The culmination of all of this is the pricing of the IPO which [...]

By |2019-08-02T13:02:47-04:00August 2nd, 2019|Capital Raising, Investors, IPO|

MiFID II Implications

One of the largest global regulatory packages in the past ten years became effective on January 3, 2018. The European Union’s Markets in Financial Instruments Directive, more commonly known as MiFID II, originated from the European Commission and is meant to provide a European-wide legislative framework for regulating financial markets. The primary goals of MiFID [...]

By |2019-07-18T14:09:21-04:00July 26th, 2019|Analysts, Investors|

Financial Modeling for Biotechs

The average publicly listed biotech generates neither profit nor revenue. As such, so-called “quarterly earnings” announcements are typically non-events. Instead, management teams use quarterly releases and occasional “earnings calls” to update The Street on strategic events or pipeline development. While other companies and their following analysts fret over sales growth, gross margins, and market penetration, [...]

By |2019-07-16T17:56:41-04:00July 19th, 2019|Earnings, Guidance & Metrics|

Earnings Video Conference Calls

Must see T.V. – Thoughts on using video broadcasting for earnings conference calls Earnings calls are arguably the most important form of communication that companies have with the investment community. Investors expect management teams to discuss business updates and financial performance every 90 days. This is the best opportunity management teams have to broadly disseminate [...]

By |2019-07-11T20:26:35-04:00July 12th, 2019|Earnings, Logistics|