All case studies
Case studyASX:REE

How RareX saved $100k in broker fees while raising $1.5m.

RareX's CEO used InvestorHub to raise capital with a 0% discount directly from shareholders.

Industry
Materials
01

Problem

To raise capital, most public companies rely on intermediaries. This leads to negative consequences, such as heavy discounts, high broker fees, share dilution, and significant post-raise share price slumps. Most public companies need to raise capital once or twice a year but are forced to rely on intermediaries like brokers who only provide indirect access to investors. This causes companies to incur unnecessary fees while increasing dilution for existing shareholders.

02

Impact

RareX were able to raise with a 0% discount from existing shareholders, and in doing so saved $100k+ in broker fees and 15% in share dilution. They were also oversubscribed, with $2.2m+ in total bids against the $1.5m raised, which meant they could allocate shares to loyal shareholders who were less of a risk of selling off post-raise.

$2.2m+
Total bids
$1.5m
Capital raised
$100k
Broker fees saved
15%
Dilution avoided
We had the confidence to run our own placement because we identified and engaged with our shareholders beforehand. We didn't issue any broker options or market options and without the discount, that resulted in about 15% less dilution of the existing shareholders than would have been the case otherwise and saved us the best part of $100k worth of fees.
JDJames DurrantCEO, RareX (ASX:REE)

How they did it

  1. 1

    Identifying investors

    RareX used the registry-integrated investor list to identify a list of the top 50 investors and other high-net-worths to nurture and engage before making a decision on their capital raise.

  2. 2

    Building interest

    James Durrant (CEO) personally called and engaged these investors by giving them updates, providing context to key decisions and listening to their concerns, which created interest and confidence in their upcoming placement.

  3. 3

    Converting demand

    With the confidence that existing shareholders supported them, RareX executed their own placement without a broker, which enabled them to avoid broker fees entirely and raise with no discount or options to minimise existing shareholder dilution.

  4. 4

    Post-raise engagement

    They hosted a post-raise investor webinar and communicated to the market the benefits of managing their own placement with an interactive session, while answering investor questions publicly.

Take control of your register

See how InvestorHub helps listed companies close the distance to their shareholders.