PPHE
A multi-channel investment case
The best IR communication strategies tell a coherent equity story and make the investment case consistently across different channels. After PPHE’s transformation to position themselves more prominently as a property entity instead of purely a hospitality business, the company needed to communicate a clear and consistent investment proposition across multiple investor touchpoints.
The investment proposition became of heightened importance in establishing a presence in the property sector that would appeal to new institutional investors outside the Hotel and Leisure space. With this in mind, our strategists helped to articulate a compelling value creation story, emphasising the unique strength of their business model in its holistic approach to asset acquisition, development, hotel operation and refinancing to fund new investments. The report content was optimised across the digital edition, corporate website and investor presentations. PPHE have now entered the FTSE 250 and their improved valuation in part reflects their revised investor positioning.
