2012 02 06 - scs ir svcs booklet

Presentation to

Investor Relations

Stone CommuniCation ServiCeS Ltd. 36 ToronTo STreeT, SuiTe 710, ToronTo M5C 2C5 | 416 867 2533 / 1 800 336 9528 | SToneCo.CoM | [email protected]

Consistent. Concise. Credible.

Presentation:

Stone CommuniCation ServiCeS Limited

36 ToronTo STreeT, SuiTe 710, ToronTo M5C 2C5 | 416 867 2533 / 1 800 336 9528 | SToneCo.CoM | [email protected]

Consistent. Concise. Credible.

Stone Communication Services Investor Relations Services

Content

1. WhyChooseStone?

2. WhoisStone?

3. TheIR+Method

4. HowSuccessisMeasured

5. WhatistheEndResult?

Stone CommuniCation ServiCeS Limited 36 ToronTo STreeT, SuiTe 710, ToronTo M5C 2C5 | 416 867 2533 / 1 800 336 9528 | SToneCo.CoM | [email protected] 2

We’re proud of the history of our

firm. The experience of our team

and the breadth of our network

- let’s talk about how we can put

these resources to work for you.

A.SIGOverview

B. SCSServices

i. BusinessStrategy

ii. RegulatoryCompliance

iii. FinancialStrategy

iv. Marketing

v. InvestorOutreach

Appendix:Marketing–MediaFlowChart


1. Why Choose Stone?

• BestinClass

• LeveragetheExpertiseofAffiliatedCompanies

• CapitalMarketsExperience


Stone InveStment

Group LImIted

verItaGe FamILy

oFFIce LImIted Stone & co. LImIted

mutuaL FundS

HoLdco Structure

ServIce provIder to FamILy oFFIceS

Stone communIcatIon

ServIceS LImIted

InveStor reLatIonS

Stone aSSet manaGement

LImIted

portFoLIo manaGer InveStment Fund

manaGer

2. Who is Stone? A. SIG Overview


B. Stone Communication Services Limited Services

optImIzatIon oF LonG-term

SHareHoLder vaLue

Stone communIcatIon

ServIce LImIted

InveStor outreacH

marketInGFInancInG StrateGy

BuSIneSS StrateGy

reGuLatory compLIance


3. The IR+ Method i. Business Strategy: The Clarity to See the Big Picture

• HumanResourcesInfrastructure

• StrategyEvaluation

• CrisisManagement

Stone communIcatIon

ServIce LImIted

InveStor outreacH


BuSIneSS StrateGy



3. The IR+ Method ii. Regulatory Compliance: Keeping You on Course

• DisclosurePolicies

• FilingRequirements

• BestPractices

Stone communIcatIon

ServIce LImIted

InveStor outreacH


BuSIneSS StrateGy



3. The IR+ Method iii. Financial Strategy: The Resources to Go the Distance

• HumanResourcesInfrastructure

• Suitability–InstitutionalServices

• SyndicationRelationships

Stone communIcatIon

ServIce LImIted

InveStor outreacH


BuSIneSS StrateGy


• StrategicMessaging

• CollateralTailoredtoEachAudience

• Webcast/ConferenceCalls

• Media(seeAppendix)


3. The IR+ Method iv. Marketing: Delivering a Clear Message to Your Audience

The traditional luncheon

roadshow is neither time

nor cost efficient. We provide

clients with alternatives that focus

on creating shareholder value.

Stone communIcatIon

ServIce LImIted

InveStor outreacH


BuSIneSS StrateGy



3. The IR+ Method iv. Investor Outreach: Targeting the KeyAudience

• Analyst–BuySide/SellSide

• Institutional–PassivevsActive

• Sales&TradingDesk–Marketingonyourbehalf

• ECMDesk–ShortcuttoRetailBranchMeetings

• Retail–BanksvsBoutique;StockPickersvsAssetGathers

Stone communIcatIon

ServIce LImIted

InveStor outreacH


BuSIneSS StrateGy



4. How Success is Measured

• Trackshareholderbasechangesovertime

• Areasonablelevelofliquidityinthecompany’sshares

• Analyzingthecostofhowcapitalisraised


5. What is the End Result?

• OptimizationofLong-TermShareholderValue

optImIzatIon oF LonG-term

SHareHoLder vaLue

Stone communIcatIon

ServIce LImIted

InveStor outreacH


BuSIneSS StrateGy



Appendix: Marketing – Media

ScSInveStor

reLatIonS +

medIa campaIGn

cLIent due

dILIGence

eStaBLISH

event

propoSaL Letter

1. company FInancIaLS QuaLItatIve materIaL

2. product InFo

3. InduStry InFo

4. competItor InFo

1. WHat reaSon doeS tHe cLIent need coveraGe?

1. create IntereSt.2. contact medIa p.o.c.

and provIde detaILS oF event and InFormatIon aBout tHe cLIent company

1. caLL p.o.c. and FoLLoW up WItH propoSaL. Intro-duce, conFIrm, dIScuSS, record, ScHeduLe and reLay.

teLevISIon prInt WeB BaSedtarGeted

advertISInG

FoLLoW-up

caLL

InveStment trade

puBLIcatIonS

1. Bnn2. cBc3. cnBc

1. natIonaL poSt

2. GLoBe & maIL

3. toronto Star

4. Sector puBLIcatIonS

1. SocIaL medIa onLIne puBLIcatIon


Thank you.JasonStone|416.867.2533|[email protected]

Stone CommuniCation ServiCeS Limited 36 ToronTo STreeT, SuiTe 710, ToronTo M5C 2C5 | 416 867 2533 / 1 800 336 9528 | SToneCo.CoM | [email protected]

2012 02 06 - scs ir svcs booklet

Economy & Finance

Transcript of 2012 02 06 - scs ir svcs booklet