A 51% uplift in contactable shareholders
Background
Loyal Metals Limited (ASX:LLM) is an ASX-listed explorer with a portfolio of Australian projects and a clear focus on advancing discovery through disciplined exploration. As market interest increased and newsflow built, the company saw its shareholder base broaden, particularly among retail investors.
Challenge
Loyal is proactive in keeping investors informed, however, like most growing public companies, the tools available through a standard registry workflow are not built for fast, continuous change. Static exports can confirm what the register looks like today, but identifying trends is clunky and requires Excel work. As new shareholders started coming on more quickly, the team needed a way to see patterns in buying and selling, understand holder conviction and connect those insights directly to shareholder engagement, without adding extra administration.
Solution
Relait’s Shareholder Intelligence and Registry Insights helped Loyal Metals get a dynamic picture of their shareholder base, including:
- Registry integration and automated movement analysis
- Holder profiling and performance views showing who is in the money, underwater or building positions
- Engagement statistics tied to holder segments
- Movement reports sliced by new, existing and returning buyers, plus partial and full sellers
- Distribution and comms workflows aligned to segments, so messaging matched what was happening on the register.
Impact
- Total shareholders grew from 924 at onboarding to 1,396, a 51% increase.
- Contactable shareholders grew from 399 to 603, also a 51% lift, expanding Loyal’s reachable investor base.
- The IR team gained a live, segmented view of register movements, replacing one-size registry PDFs with dynamic searching capability for actionable insights.
- New shareholders were identified earlier and engaged with clearer, more relevant comms.
“Relait has given us a real-time view of who is joining the register and their buying and selling behaviour. It’s helped us spot new shareholders early, understand what is driving movements and engage with people in a much more targeted way.”
Adam Ritchie, Managing Director, Loyal Metals
