Questionnaire

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Company Overview

Basic information about your company and current capital markets position.

Company name *

Exchange / listing status *

Ticker symbol

Approximate market cap

Primary sector *

How long have you been listed (or when do you plan to list)?

02 / 06

Current IR Position

An honest picture of where your investor communications programme stands today.

How would you describe your current investor communications? *

Active and consistent — we communicate regularly with investors across multiple channels Reactive — we communicate mainly around announcements and capital events Minimal — we do the regulatory minimum and little else We had a programme but it has drifted or stalled We are pre-listing and building from scratch

Which channels are you currently active on? (select all that apply)

Do you currently work with any IR or PR advisors?

Yes — IR advisor Yes — PR agency Yes — both No — handled in-house No — not currently resourced

What does your investor base look like today?

Rough split between institutional / retail / family office / other. No need for precision — a broad picture is fine.

03 / 06

Investment Narrative

How you tell your story — and how well you think it’s landing.

In 2–3 sentences, what is your core investment case? *

Write it as you would say it to a fund manager in the first 60 seconds of a meeting.

What do you think makes your company genuinely different from peers?

How confident are you that your investment narrative is landing effectively with investors?

Very confident — we get strong engagement and positive investor feedback Fairly confident — but there are gaps we know about Uncertain — we don’t get much feedback either way Not confident — we know the story isn’t landing as it should

What is the single biggest misunderstanding investors have about your company?

04 / 06

Capital Markets Activity

Recent and upcoming capital events that may shape the timing and focus of the Audit.

Have you raised capital in the last 12 months?

Yes — placing / private placement Yes — open offer or rights issue Yes — multiple rounds No

Are you planning a capital raise in the next 12 months?

Yes — in the next 3 months Yes — in the next 6 months Yes — likely within 12 months Not currently planned Uncertain

Are there any significant announcements or milestones expected in the next 6 months?

e.g. drill results, resource update, feasibility study, offtake agreement, M&A

How has your share price performed relative to your operational progress?

In line — the market is valuing us fairly relative to news flow Underperforming — good news isn’t moving the price as expected Significantly undervalued versus peers — we believe there’s a structural IR issue Pre-listing — not yet applicable

05 / 06

Challenges & Priorities

What’s not working, and what matters most to you right now.

What are the 1–3 biggest challenges in your investor communications right now? *

What would a successful outcome from this Audit look like for you?

Which areas are you most hoping the Audit will cover? (select all that apply)

Investment narrative and messaging LinkedIn and social media presence Website investor-facing content RNS / announcement quality and follow-through Peer benchmarking and competitive positioning Investor targeting strategy Preparation for upcoming capital raise or roadshow

06 / 06

Access & Logistics

A few final details to help Andrew hit the ground running.

Your name *

Your title *

Best email for Andrew to reach you *

Best phone / WhatsApp

Links to review (website, LinkedIn, recent RNS)

Please share links to anything you’d like Andrew to review as part of the Audit.

Anything else you want Andrew to know before the discovery call?

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