OFFER FOR ISSUERS

WE PUT YOUR COMPANY IN THE SPOTLIGHT

 

We provide listed companies with access to our broad network on the basis of a mandated capital market support. In general, this involves the establishment of solid contacts to investors. Our research is the basis for a transparent presentation of a company’s equity story to investors. Equally important are personal contacts which we ensure by organising roadshows, conferences and field trips at regular intervals. It is our aim to enhance a company’s awareness on the capital market, increase the trading volume and eliminate market inefficiencies. Our service packages, Montega ROADSHOW, Montega HIT and Montega PREMIUM, are tailored to the different needs of issuers.

Montega ROADSHOW

2,500€/roadshow*

no contract duration

Investor profiles

We are one of the most active roadshow providers for small and mid-caps and can call on an established network throughout the DACH region. Our long-term contacts are used to ensure we can offer a customised variety of investors and destinations. Every investor ticks in a different way. For this reason, we systematically prepare the management for the meetings with the help of detailed investor profiles.

Investor meetings

We arrange 5 to 7 meetings with selected investors per roadshow, which can be organised as one-on-ones or round tables depending on the number of participants. We usually also offer a business lunch to provide for catering and make sure there is a professional on-site assistance. The roadshow days are planned in such a way that an optimal arrival and departure of all participant is guaranteed in terms of time and place.

Investor feedback

Subsequent to the roadshows, we ask for detailed feedback from the investors and prepare a written summary which is passed on to the issuers. Management thus receives honest opinions from the investor side and can use it effectively for the further development of the equity story.

Optional: Research

In addition to the roadshow, we offer the preparation of the investment case in writing on approximately 4 to 7 pages. The goal is to transparently communicate to our network the key points of the equity story. The research will not only be made accessible to the participants of the roadshow, but will also be sent to around 400 other institutional investors and multipliers as well as published via the largest German press mailing list in the financial sector. The additional costs for this event-related research amount to 3,000 Euros per roadshow (plus VAT).

Montega HIT

3,500€/attendance*

no contract duration

Investor profiles

We invite small mid-cap investors from the entire DACH region to our Hamburg Investor Day (Hamburger Investorentag – HIT) and inform them comprehensively about the participating companies prior to the conference. As such, we know in good time which investors are interested in an issuer. Every investor ticks in a different way. For this reason, we systematically prepare the management for the meetings with the help of detailed investor profiles.

Investor meetings

At the Hamburg Investor Day (HIT) issuers are provided with up to 10 meetings with interested investors, which are either organised as one-on-ones or as a round table. If desired, we can also arrange for interviews with the business press. To provide for catering and intensive networking, we offer a lunch buffet and a coffee break. We make sure there is a professional on-site assistance and the meetings are scheduled in such a way that an optimal arrival and departure of all participants is guaranteed.

Group presentation / panel discussion

The companies’ management is given the opportunity to describe their equity story to investors and representatives of the business press in the context of group presentations. Questions on details can be clarified in the subsequent Q&A session. We invite selected issuers to participate in a panel discussion on a specific range of topics. In doing so, we have created an event with genuine added value for all capital market participants at the Hamburg Investor Day (HIT) which differentiates in a pleasant way from the usual IR presentations.

Investor feedback

Subsequent to the roadshows, we ask for detailed feedback from the investors and prepare a written summary which is passed on to the issuers. Management thus receives honest opinions from the investor side and can use it effectively for the further development of the equity story.

Optional: Research

In addition to attending HIT, we offer the preparation of the investment case in writing on approximately 4 to 7 pages. The goal is to transparently communicate to our network the key points of the equity story. The research will not only be made accessible to the participants of the conference, but will also be sent to around 400 other institutional investors and multipliers as well as published via the largest German press mailing list in the financial sector. The additional costs for this event-related research amount to 3,000 Euros per HIT attendance (plus VAT).

Montega PREMIUM

25,000€/year*

terminable on a year’s notice

Roadshows

With over 50 roadshow days per year in Germany and abroad we are among the most active research institutions in the market for small and mid-caps. We offer a customised selection of investors and destinations, specifically prepare management for one-on-one meetings with the help of detailed investor profiles and make sure there is a professional on-site support. Furthermore, we provide issuers with an extensive feedback from the investors in a follow-up.

Conferences

At our conferences, the managers of the companies we cover meet with selected investors. Group presentations, panel discussions and one-on-ones allow for an intensive exchange of information between the two parties.

Fieldtrips

Our field trips are aimed at bringing interested investors directly to the companies. Plant tours and on-site meetings with the management help to earn the investors’ trust for a long-term engagement.

Company research

We create the foundation with a comprehensive research note to transparently present a company’s equity story to investors. Our research notes have a volume of 35 to 45 pages and include an extensive presentation of the investment case, elaborate market and competitive analyses, detailed financial planning and a company valuation including price target and rating as well as the relevant background information about the company. This research is published in the most important media of the financial industry as well as via the largest press distribution list in Germany.

Updates/Comments

We regularly comment on the published quarterly and annual figures and on all relevant events such as acquisitions and partnerships within our coverage universe. Out updates and comments with a volume of 10 to 25 pages discuss the key performance indicators and strategic decisions of the companies and elaborate on possible changes of our forecasts and/or recommendations. This research is published in the most important media of the financial industry as well as via the largest press distribution list in Germany.

Investor calls

Our analysts regularly talk directly to investors about the stocks we cover, even apart from the earning season and the company’s newsflow. This brings higher attention to the issuer’s equity story and provides us with valuable feedback from the market.

Tracking tool

Our innovative tracking tool allows us to see exactly which investors are interested in each stock after publishing our research products. We use this information specifically to address the appropriate group of investors.

* All prices are quoted net of the statutory value-added tax.

CONTACT DATA

We thank you for your interest in Montega AG. We are happy to be at your service with our long-standing capital market experience.

Our office is right at the heart of Hamburg in the direct vicinity to the town hall. We look forward to your visit!

Montega AG
Schauenburgerstraße 10
20095 Hamburg
Phone: +49(0)40/4 11 11 37-80
Fax: +49(0)40/4 11 11 37-88
Email: info@montega.de

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