|
Annual Subscription Fees
|
Pricing in Canadian Dollars for Public Companies
|
1 Year
|
6 Months
|
3 Months
|
|
Market Cap Over $5 Billion (CAD)
|
$6,000
|
$4,500
|
$3,000
|
|
Market Cap 1 - 5 Billion
(CAD)
|
$4,500
|
$3,375
|
$2,225
|
|
Market Cap 100M - $1
Billion (CAD)
|
$3,000
|
$2,250
|
$1,500
|
|
Market Cap Under $100M (CAD)
|
$2,000
|
$1,500
|
$1,000
|
Using TARGETED Ownership Data.
Shareholder analysis is the
principal analytical tool for investor due diligence and the execution of
an effective investor relations strategy. Access to the Targeted website, www.targeted.ca , will enable you to follow
institutional buying and selling of your own securities, as well as of
those of peer companies.
The most likely source of
new capital for your company is an institutional investor who has a
significant investment in a company that is similar to yours; you can
determine whether a proposed investor is a long term holder, or will sell
at the first sign of a profit; should an existing holder sell, you can
determine whether this is routine, or a decision to divest your stock which
you should counter aggressively. You
can also identify who the largest net buyers and sellers are for any stock
that is listed on a Canadian exchange.
You can easily create a
portfolio of peer companies so that you can receive email notification of
changes to any of their holders (we will add to our database any companies
of interest to you that do not trade in Canada). As well, you can
download any holdings data into Excel.
Below is a chart that outlines the Investor Relations and CEO
strategy for using TARGETED ownership data.
|
Investor Relations
Strategy
|
CEO/Financial (CFO)
& Executive (CEO/President) Strategy
|
|
Identify company ownership of your company
and peers (based on industry similarity and similar market
capitalization)
|
Prepare for one-on-one meetings with
portfolio managers by identifying their ownership in your company and
yours peers to determine their ability to buy a large number of shares
|
|
Identify the largest current holders of
your company
|
Identify large potential investors for
your company or plan new financing
|
|
Identify smaller holders of your company
but larger holders of peer companies (they should buy large amounts of
your stock)
|
Build long term holders (equity partners) by
meeting one-on-one with portfolio managers to outline company strategic
plans, milestones and targets
|
|
Identify unknown owners of your company
(Investment decisions are often made without consultation with the company,
based on brokerage research analyst recommendations)
|
Identify when large holders of your
company are starting to reduce holdings in your company, creating the
opportunity for you to influence positively the decision to divest your
company
|
|
Identify a target group of 20-200
portfolios with the largest current ownership in your company and peer
companies
|
Monitor the effectiveness of your investor
relations program - are managers actually buying and holding your company
stock?
|
|
Monitor total industry group purchases and
sales, by portfolio manager, to determine large net changes in industry
weightings
|
|
|
Establish an
effective communications program using Targeted data - calls, faxes, e-mails,
mailings and group one-on-one meetings using informed targeted
information
|
|
|
