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Service line 04

Turning operating facts
into language capital understands

Institutions are not short of information. They are short of grounds for judgment. The same data told as "we worked hard" and told as "unit cost is 12% below peers" produces two different outcomes.

01IR and media relations are not the same job

Media work wants reach and something memorable. IR wants accuracy, verifiability, and answers that survive questioning. The same event can be a story for the press; it has to be a model for institutions.

The most common mistake is writing roadshow material as a brochure. If an institution turns three pages without finding the key numbers, it closes the file.

02The rhythm of a results period

  1. Before the quiet period Fix the three core metrics for the year; everything after that is built around those three numbers.
  2. On the day The results release, the explainer and management quotes go out together, leaving no window for misreading.
  3. Two weeks after Institutional calls and media interviews that explain why the numbers look the way they do.
  4. Within the quarter Track how sell-side research frames it, see where the market's reading has drifted, and correct it next quarter.

03Three mistakes in roadshow material

  • Talking about the industry, not the company — twenty pages of market size before the company shows up on page twenty-one.
  • Results without the path — the target is stated, not how it will be reached or where the money comes from.
  • Avoiding risk — institutions will ask. Write the answer down in advance; improvising in the room is worse.

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