A Swiss company that creates wireless semiconductors and modules for industrial, automotive and consumer markets. Listed on SIX. Complex story in terms of products/services offered, markets/segments served, challenges of integrating acquired companies (on average one acquisition annually), and strategy following CEO transition.
THE START
Commenced relationship January 2020.
Limited transparency; reported semi-annually.
Market cap of ~$600 million.
Few US holders (quantitative).
Our Role
Advised u-blox to increase transparency; supported the Company in beginning to report quarterly revenues and other key metrics.
Simplified all messaging to make it easier for generalists to understand a complex story.
Developed and managed an ongoing outreach program.
Secured participation in 6-8 investor conferences in the US annually.
Arranged 3-4 one-week long roadshows in the US annually.
Introduced investment banking firms to help with potential M&A and/or capital.
Active role in organizing the Company’s annual Capital Markets Day.
Provided market intel and peer comparison reports including shareholder analysis, quarterly financial/operational metrics, and ESG disclosures.
Helped u-blox explore the US listing process – made introductions to all relevant parties.
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RESULTS
Market cap: reached $850 million, a 42% increase.
Several new US-based investors holding 50K – 100K shares (total shares outstanding: 7 million).
Developed strong relationships with US-based analysts and relevant investment bankers.
