Mining the shareholder register, page-2

Hi TT,

If we cannot do a full mailout, I'd recommend an approach like Cambridge analytica took to win Brexit. Essentially the campaign targeted swing voters. The logic being that anyone too far left will not alter their mind any anyone too far right is a waste of resources as they are already voting Yes.

It will not be possible to scientifically identify swing investors but we could take an educated guess.

I would think that anyone who has been invested for over 1-2 years is a high conviction investor. Anyone that brought in before the decline from 12-15c to 6c I'd assume is pretty sticky.

On the flip side, anyone that has brought in this year, may have been having a short term punt and happy to sell out.

My recommendation would be to pick that date 18 to 24 months ago just before the decline and include anyone from then on, prioritizing the earlier investors until the cash runs out.

We could also add our own addresses to the No register as this will save $200 or so.


That said hopefully there may be investors willing to go another round which may pull in an extra grand or two. All the fixed costs appear to be covered now, so every dollar will mean another investor gets a letter.