Good Morning, Substancep...
I'm a bit surprised as well that none of the wise ones have offered question suggestions to you, but in a way, I think it's a tough area. Each company is just enough different that specific questions will be all over the lot. Perhaps a second request will prompt more response. There certainly are thoughtful folks here who will contribute.
As for guidelines, in general what we probably have the most trouble with is Section 5 of the HUNT format...the measure of gorillaness in the candidate. The other area is the competitive situation the companies face, and most often (I've found) IR departments prefer to stick with the standard disclaimer.
You may have a different experience going in as a representative of SI's G&K thread. I also think that the technique you use to will have an effect. Just calling up and asking a bunch of questions will probably not lead as far as you could get. Might be better to e-mail, introducing yourself as our rep, and asking for a phone or personal appointment with a senior IR or Corporate person.
Only a suggestion, but something like: Silicon Investor's Gorrilla and King forum has an interest in your company, and as it's representative, I would like to arrange a phone (or personal) appointment with .... and so on. That would give the IR a "heads up"...and perhaps you might find it a much more open experience.
The patents, a non-tech description of the product, the reason for the product, the market oportunity, the value chain, where they are in it...the alternative products, how they see them, the list could go on a long, long way.
Those of us who have actually spoken with IR departments might have some comments to offer. Perhaps MATHEMAGICIAN will chime in...he certainly has an ok from his boss to do so. (ggg)
Chaz |
