This document summarizes a presentation on using social media for investor relations. It finds that while 37% of companies used Twitter for IR in 2012, that number is rising along with use of other platforms like Facebook and YouTube. It provides examples of how companies can effectively use Twitter to engage investors by sharing various types of IR content. The document also reviews best practices for IR websites, emphasizing using video and social media integration to tell a company's story. It concludes by discussing the ROI of social media in increasing awareness, understanding, and liquidity while reducing low-value tasks, as well as the risks around regulatory compliance, employees, strategy misalignment, and reactive communications.

1. Social Media and IR
Website Best Practices
June 26, 2012
Presented by:
Darrell Heaps
CEO, Q4 Web Systems

2. EVERYBODY IS USING SOCIAL
MEDIA, BUT ARE INVESTORS?

3. Buy-Side Social Media Use

4. Buy-Side Social Media Use Poised to
Surge

5. ‘Almost everyone at a buy-side
company or an independent of
some stripe is on Twitter…It
doesn’t mean they’re tweeting,
but they are listening.’
Joshua Brown
Financial Blogger
http://www.insideinvestorrelations.com/articles/social-
media/18812/investors-explore-social-media/

6. # of Companies Being Followed &
Investigated Increasing

7. Websites Rank as Valuable Resource

8. ARE PUBLIC COMPANIES USING
SOCIA MEDIA FOR IR?

9. Q4 Social Media Research 2012
Social Media used for IR - June 2012
807 Companies Surveyed
100%
90%
80% 37%
70% 56% 60%
71%
60% 82%
50% Not
40% Used for IR
30% 63%
20% 44% 40%
29%
10% 18%
0%
Twitter SlideShare Facebook YouTube Blog

10. Twitter Use by Market Cap
Social Media Use by Market Cap
450
400
350
300
SlideShare
250
YouTube
200 Facebook
Blog
150
Twitter
100
50
0
Large Mid Small
Q4 Whitepaper Research 2012

11. Twitter Use by Sector
Use of Twitter for IR
Utilities
Telecommunications
Technology
Services
Real Estate
Pharma/Healthcare/Biotech
Natural Resources
Media Twitter for IR
Industrial goods/Basic materials Twitter
Financial Services
Exchanges
Consumer Goods
Automotive
Airline
0 50 100 150 200 250 300
Q4 Whitepaper Research 2012

12. SOCIAL MEDIA FOR INVESTOR
RELATIONS

13. Social Media for Investor Relations
Social Networks Social Media
Distribute & Engage Publish & Integrate
Corporate
Website
IR Website

14. Social Media
Twitter & StockTwits Examples & Best Practices

15. Tweeting Basic IR Content
Q4 Whitepaper Research 2012

16. Shareholder Announcements
Q4 Whitepaper Research 2012

17. CEO Interviews
Q4 Whitepaper Research 2012

18. Industry-Related News
Q4 Whitepaper Research 2012

19. Government and Regulatory Changes
Q4 Whitepaper Research 2012

20. Industry Events
Q4 Whitepaper Research 2012

21. Quarterly Reporting: Live-Tweeting
Q4 Whitepaper Research 2012

22. Annual Meetings: Live-Tweeting
Q4 Whitepaper Research 2012

23. Annual Meetings: Live-Tweeting
Q4 Whitepaper Research 2012

24. Quarterly Reporting: Live Streaming
Q4 Whitepaper Research 2012

25. Twitter Best Practices – Be Helpful!
Engagement
1. Listen & Monitor (Use free services to start)
2. Good IR Website (Tell your story & integrate SM)
3. Basic Content (PR, Events, Slides, Filings)
4. In the News & Other Updates (videos, blogs, media)
5. Live Earnings (prepare tweets with legal)
6. Other Events (Analyst day, non-deal roadshows, operations)

26. IR WEBSITE
Examples & Best Practices

27. The Balance of a Best practice
IR Website
1. What
Investors want
to know.
2. What you
want them to
know.

28. Best Practice Examples
 Your Story - Investment Thesis
 Financials, Data, Stock Charting
 Recorded Messages
 Social Media Integration
 Additional Considerations

29. Your Story / Investment Thesis

30. Why Invest?: Potash Corp.
http://www.potashcorp.com/investors/why_invest/

31. Reasons to Invest - BASF
http://www.basf.com/group/investor-relations_en/index

32. Why Invest? - Ryder
http://investors.ryder.com/

33. Financials, Data, Stock Charting

34. Interac(ve
Analyst
Centre
http://www.agnico-eagle.com/

35. Recorded Messages:
Using video / other technologies to tell your story

36. CEO Q&A Videos
http://www.cameco.com/investors/ceo_corner/

37. IR Blog with integrated video
http://en.community.dell.com/dell-blogs/dell-shares/b/dell-shares/archive/
2011/08/16/cfo-brian-gladden-and-senior-vp-enterprise-solutions-group-brad-
anderson-discuss-dell-s-q2-fiscal-year-2012-performance.aspx

38. Social Media Integration

39. Multi-media Gallery
http://www.teekay.com/business/media-centre/Media-Kit/default.aspx

40. DISCUSSION

41. 2012 - Q4 Whitepaper Download
 Includes over 800 companies and
their use of social media for IR
 Updated findings on Twitter and
StockTwits usage
 New examples of maturing,
integrated, and more sophisticated
approaches to social media use for
IR
 Over 100 illustrative screenshots
web links
Download the whitepaper:
http://go.q4websystems.com/2012-06-19twitterstocktwitswhitepaper.html

42. About Q4 Web Systems
Q4 is the market leader in online investor
relations & social media solutions including:
 Financial & Social Media Widgets
 Corporate & IR Websites
 Social Media Integration
NIKE
 Web Analytics
 Mobile Apps (iPad, iPhone, Android)
All customized to your unique requirements.

43. More on Q4:
www.q4websystems.com
Thought leadership:
www.q4blog.com
Contact:
Darrell Heaps
1-877-426-7829 ext. 222
darrellh@q4websystems.com
twitter.com/darrellheaps

44. WHAT IS THE ROI OF SOCIAL
MEDIA FOR IR?

45. What
is
ROI
of
social
media
&
web
for
IR?
1. Increase market 2. Improve strategic
awareness understanding
3. Eliminate low-
4. Increase liquidity
value tasks

46. WHAT ABOUT THE RISKS??

47. Risks
of
Social
Media
for
IR
1. Reg. FD 2. Employees
3. Misalignment 4. Being Reactive