IINX 6 月美国路演会议总结

2019-06-28

总结

此次龙门资本协助 IINX 进行美国路演,通过参与公司演讲,鸡尾酒会,投资者座谈会,一对一采访等活动,向来自全美各地的投资人、基金经理与媒体展示了公司目前的业务情况,未来的发展规划和潜力,融资和上市计划,收到了广泛的市场反馈。为期一周的路演期间,公司共参加会议 20 个,接受视频采访两个,进行路演演讲一次,这份路演总结对公司参加的会议进行了记录。

为配合本次路演活动的顺利进行,我们在出行前为 IINX 准备了本次会议的路演手册、撰写并发布了会前新闻稿、最新版本的 Factsheet、公司演讲 PPT 和英文演讲稿。同时配合路演时间上线了新的 IR 网站并发布了新闻稿。在为期三天的会议中,我们全程陪同并配合参与投资人见面会。

纽约会议

5 月 29 日,周四会议一

时间:11:00 a.m. –11:40 a.m.

 

人员: Guosheng Fu, Senior Consultant at Ionix Technology, Inc.

Shuyu Li, Minister of Overseas Business at Ionix Technology, Inc. Suyu Li, Chief Engineer at Ionix Technology, Inc.

Andrew Dorman, Syndicate Manager at Spartan Capital Securities LLC William Coons, Spartan Capital Securities LLC

Lijie Zhu, Managing Director at Dragon Gate Investment Partners Xuan Luo, Finance Director at Dragon Gate Investment Partners

 

备忘:Spartan Capital Securities 是一家以全球投资以及资产管理为主的资本证券公司。会议中 Spartan Capital 了解了 IINX 的基本情况,

William 表示会让投行团队的Jason 继续跟进。


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会议二

 

时间:02:30 p.m. –03:00 p.m.

 

人员: Guosheng Fu, Senior Consultant at Ionix Technology, Inc.

Shuyu Li, Minister of Overseas Business at Ionix Technology, Inc. Suyu Li, Chief Engineer at Ionix Technology, Inc.

Andy Huang, Registered Principal at Glendale Securities Inc.

Lijie Zhu, Managing Director at Dragon Gate Investment Partners Xuan Luo, Finance Director at Dragon Gate Investment Partners


备忘:Glendale Securities Inc. 是一家主要为美国客户提供证劵服务的券商。与Glendale 的会议中,黄先生向公司解释了股票存托过程中签注等问

以及监管部门对券商存托股票的材料审核要求。

 

会议三

 

时间:04:00 p.m. –04:30 p.m.

 

人员:Guosheng Fu, Senior Consultant at Ionix Technology, Inc.

Shuyu Li, Minister of Overseas Business at Ionix Technology, Inc. Suyu Li, Chief Engineer at Ionix Technology, Inc.

Barrett S. Dipaolo, Partner at CKR

Lijie Zhu, Managing Director at Dragon Gate Investment Partners Xuan Luo, Finance Director at Dragon Gate Investment Partners

 

备忘:CKR Law 是一家面向全球范围客户的律师事务所,在世界各地拥有多元化的国际业务和办事处。在与CKR 的会议中,我们与Wilson-Davis & 

Co., Inc.进行了相关工作讨论见面会,同时公司与 Barrett 律师讨论了接下去的工作重点和时间规划,以后 IINX 的具体事务主要由Barrett 律师负责。



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CKR 会议)


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Trump Tower 合影)


会议四

 

时间:05:00 p.m. –06:00 p.m.

 

人员:Guosheng Fu, Senior Consultant at Ionix Technology, Inc.

Shuyu Li, Minister of Overseas Business at Ionix Technology, Inc. Suyu Li, Chief Engineer at Ionix Technology, Inc.

Lijie Zhu, Managing Director at Dragon Gate Investment Partners ,Ralph Hornblower III, Managing Director of Hornblower & 

Company, LLC Michael Daly, CEO of Executant Global Ventures Group, Limited

备忘:向Ralph 和 Michael 两位投资人介绍了 IINX 的融资计划,探讨合作的可能性。


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(与 Ralph 和Michael 合影)


会议五(湘水山庄晚宴)

 

时间:06:30 p.m. –09:00 p.m.

 

人员: Guosheng Fu, Senior Consultant at Ionix Technology, Inc.

Shuyu Li, Minister of Overseas Business at Ionix Technology, Inc. Suyu Li, Chief Engineer at Ionix Technology, Inc.

Lijie Zhu, Managing Director at Dragon Gate Investment Partners Xuan Luo, Finance Director at Dragon Gate Investment Partners Fusha Tu, Financial Analyst at Dragon Gate Investment Partners

Ralph Hornblower III, Managing Director of Hornblower & Company, LLC Michael Daly, CEO of Executant Global Ventures Group, Limited

Jiangang Luo, Managing Partner of Faith Asset Management Jianjun Deng, Vice President at Faith Asset Management Yong Li, Partner at IW Ventures

Henry Wang, System Engineer TD AMERITRADE James Chen, Tax Accounting Officer at State Street Kaiyun Zhang, Partner at Summitview Capital



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(晚宴合影)

5 月 30 日,周四

会议六

时间:10:00 a.m. –11:00 a.m.

 

人员: Guosheng Fu, Senior Consultant at Ionix Technology, Inc.

Shuyu Li, Minister of Overseas Business at Ionix Technology, Inc. Suyu Li, Chief Engineer at Ionix Technology, Inc.

James Tang, VP of Investment Banking Division at Alliance Global Partners Carmelo Cataudella, Investment Banking at Alliance Global Partners

Lijie Zhu, Managing Director at Dragon Gate Investment Partners Fusha Tu, Financial Analyst at Dragon Gate Investment Partners

备忘:Alliance global 是一家为美国各地的个人和机构提供投资咨询和经纪服务的金融服务公司。Alliance global 详细了解了 IINX 的业务和其他相

关情况,我们会邮件继续跟进。


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Alliance Global Partners 会议)

会议七

时间:02:00 p.m. –03:00 p.m.

 

人员: Guosheng Fu, Senior Consultant at Ionix Technology, Inc.

Shuyu Li, Minister of Overseas Business at Ionix Technology, Inc. Suyu Li, Chief Engineer at Ionix Technology, Inc.

Edward Cabrera, Managing Director at Network 1 Xinyu Zhao, Vice President at Network 1

Lijie Zhu, Managing Director at Dragon Gate Investment Partners


备忘:Network 1 Financial Securities, Inc 是一家成立于 1983 年的投资银行。Network1 详细了解了 IINX 的业务和其他相关情况,我们会

邮件继续跟进。

会议八

时间:03:00 p.m. –04:00 p.m.

 

人员: Guosheng Fu, Senior Consultant at Ionix Technology, Inc.

Shuyu Li, Minister of Overseas Business at Ionix Technology, Inc. Suyu Li, Chief Engineer at Ionix Technology, Inc.

John Borer, Senior Managing Director at Benchmark

Michael Jacobs, Head of Equity Capital Markets at Benchmark Brad S. Carlsson, Managing Director at Benchmark

David Cohen, Managing Director at Benchmark

Lijie Zhu, Managing Director at Dragon Gate Investment Partners Fusha Tu, Financial Analyst at Dragon Gate Investment Partners

备忘:The Benchmark Company LLC 是一家总部位于纽约的专注于中小盘成长股的投资银行。会议中与公司部分投行成员电话连线,对公司进行了

详细了解。


LD Micro 会议总结一对一采访

Stock News Now

 

时间:6 月 4 日,周二 11:00 a.m. – 11:25 a.m.

 

人员: Guosheng Fu, Senior Consultant at Ionix Technology, Inc.

Shuyu Li, Minister of Overseas Business at Ionix Technology, Inc. Suyu Li, Chief Engineer at Ionix Technology, Inc.

Robert Kraft, Chief Executive Officer at Stock News Now

Lijie Zhu, Managing Director at Dragon Gate Investment Partners

备注:Stock News Now 是一个专注于提供小盘股公司新闻以及公司信息的新闻网站。采访编辑完成后我们会收到相关链接,采访视频会上传至 SNN 网站。



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SNN 采访


Proactive Investors

 

时间:6 月 5 日,周三 01:00 p.m. – 01:25 p.m.

 

人员: Guosheng Fu, Senior Consultant at Ionix Technology, Inc.

Shuyu Li, Minister of Overseas Business at Ionix Technology, Inc. Suyu Li, Chief Engineer at Ionix Technology, Inc.

Steve Darling, Senior Broadcaster at Proactive Investors

Lijie Zhu, Managing Director at Dragon Gate Investment Partners

备注:Proactive investors 是一家领先的多媒体新闻机构,投资者门户和活动管理公司, 在纽约,悉尼,多伦多,法兰克福和伦敦设有办事处。

采访链接https://www.proactiveinvestors.com/companies/stocktube/13641/ionix- technology-looking-at-increasing-growth-with-the-

emergence-of-electric- vehicles-13641.html



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公司演讲

日期:6 月 5 日,周三

时间:11:20am – 11:40am

地点:Luxe Sunset Boulevard Hotel, 11461 Sunset Blvd, Los Angeles, CA 90049 人员:Guosheng Fu, Senior Consultant at Ionix Technology, Inc.

Shuyu Li, Minister of Overseas Business at Ionix Technology, Inc. Suyu Li, Chief Engineer at Ionix Technology, Inc.

Lijie Zhu, Managing Director at Dragon Gate Investment Partners Xuan Luo, Finance Director at Dragon Gate Investment Partners

 

备忘:6  5 日上午 11:20amIINX海外事业部部长李书宇代表 IINX 发表了演讲,向投资人及投资机构讲述 IINX 的公司结构、主营业务和发展前景。在演讲前播放了 5 分钟的公司介绍 PPT 帮助投资人建立感性认识。在演讲过程中我们向投资人发放了 Factsheet 和公司宣传资料,演讲后李书宇代表公司回答了两名投资人提出的四个问题。



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IINX 路演演讲

一对一会议

日期:6 月 4 日,周二会议一

时间:10:00 am – 10:25 am

人员:Guosheng Fu, Senior Consultant at Ionix Technology, Inc.

Shuyu Li, Minister of Overseas Business at Ionix Technology, Inc. Suyu Li, Chief Engineer at Ionix Technology, Inc.

Thomas Hor, Portfolio Manager at Connective Capital Management, LLC Lijie Zhu, Managing Director at Dragon Gate Investment Partners

备忘:Connective Capital Management,LLC 位于硅谷,该公司注重公司基本面和驱动事件,从中获取投资回报。



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(与 Connective Capital Management 会议)



会议二

 

时间:11:30 am – 11:55 am

人员:Guosheng Fu, Senior Consultant at Ionix Technology, Inc.

Shuyu Li, Minister of Overseas Business at Ionix Technology, Inc. Suyu Li, Chief Engineer at Ionix Technology, Inc.

Rex Dwyer, Board of Director at Dwyer Jackson Hancock, LLCLijie Zhu, Managing Director at Dragon Gate Investment Partners 

备忘: Dwyer Jackson Hancock 是一家在特拉华州注册的财务顾问公司。



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(与 Dwyer Jackson Hancock 会议)


会议三

 

时间:12:00 pm – 12:25pm

人员:Guosheng Fu, Senior Consultant at Ionix Technology, Inc.

Shuyu Li, Minister of Overseas Business at Ionix Technology, Inc. Suyu Li, Chief Engineer at Ionix Technology, Inc.

Jaret Wilson, Executive Officer at JWBC Capital

Lijie Zhu, Managing Director at Dragon Gate Investment Partners


备忘: JWBC Capital 是一家对冲基金公司。



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(与 JWBC Capital 会议)


会议四

 

时间:01:30 pm – 01:55 pm

人员:Guosheng Fu, Senior Consultant at Ionix Technology, Inc.

Shuyu Li, Minister of Overseas Business at Ionix Technology, Inc. Suyu Li, Chief Engineer at Ionix Technology, Inc.

David Whitlock, Managing Partner at Crossover Capital Funds Lijie Zhu, Managing Director at Dragon Gate Investment Partners

备忘: Crossover Capital Funds 是一家小型投资基金。



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(与 Crossover Capital Funds 会议)

日期:6 月 5 日,周三会议五

时间:09:00 am – 09:25 am

人员:Guosheng Fu, Senior Consultant at Ionix Technology, Inc.

Shuyu Li, Minister of Overseas Business at Ionix Technology, Inc. Suyu Li, Chief Engineer at Ionix Technology, Inc.

David Enzer, Managing Director at Roth Capital Partners

Xuan Luo, Finance Director at Dragon Gate Investment Partners


备忘: Roth Capital Partners 总部位于加州,是一家专注于研究小盘股的投资银行,在显示行业比较有研究。在收到 NDA 后我们已经将IINX  FOLED 计划发给对方,会继续跟进。

会议六

 

时间:10:00 am – 10:25 am

人员:Guosheng Fu, Senior Consultant at Ionix Technology, Inc.

Shuyu Li, Minister of Overseas Business at Ionix Technology, Inc. Suyu Li, Chief Engineer at Ionix Technology, Inc.

Ken Lustig, Manager at Crossover Capital Funds

David Whitlock, Managing Partner at Crossover Capital Funds Xuan Luo, Finance Director at Dragon Gate Investment Partners

备忘: 在第一天与 David 见过并讨论了融资问题之后,David 希望让 Ken 也跟公司见一面于是又约了一次会面。会议中询问了 IINX 在美国设立办公

室的计划,在收到我们follow up 邮件后,对方表示愿意在 IINX 设立了美国运营后继续与公司讨论融资问题。

 

 

会议七

 

时间:10:30 am – 10:55am


人员:Guosheng Fu, Senior Consultant at Ionix Technology, Inc.

Shuyu Li, Minister of Overseas Business at Ionix Technology, Inc. Suyu Li, Chief Engineer at Ionix Technology, Inc.

Christopher Brown, Managing Member at Aristides Capital LLC Xuan Luo, Finance Director at Dragon Gate Investment Partners

备注:Aristides Capital LLC 是一家位于俄亥俄,长期寻找小盘股投资机会的对冲基金公司。在听了 IINX 的介绍后,对方表示愿意关注和收到更多的

公司信息。

 

 

会议八

 

时间:12:30 pm – 12:55 pm

人员:Guosheng Fu, Senior Consultant at Ionix Technology, Inc.

Shuyu Li, Minister of Overseas Business at Ionix Technology, Inc. Suyu Li, Chief Engineer at Ionix Technology, Inc.

Andrew Hall, Managing Director at NASDAQ

Lijie Zhu, Managing Director at Dragon Gate Investment Partners 

备注:与NASDAQ 的单项会议中,讨论了关于IINX公司转主板工作的意向,征询了上市转板工作的要求和程序,更详细的了解了流程和要求。公司表示将会按照NASDAQ的要求加快工作进程,努力实现工作计划。


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(与 NASDAQ 会议)

会议九

 

时间:01:30 pm – 01:55 pm

人员:Guosheng Fu, Senior Consultant at Ionix Technology, Inc.

Shuyu Li, Minister of Overseas Business at Ionix Technology, Inc. Suyu Li, Chief Engineer at Ionix Technology, Inc.

Kevin Dede, Senior Research Analyst at H.C. Wainwright & Co., LLC Xuan Luo, Finance Director at Dragon Gate Investment Partners

备注:H.C. Wainwright & Co., LLC,是一家全方位服务的投资银行,提供投资银行、股权研究、销售和交易以及企业准入和战略咨询服务。Kevin 是该投行位于旧金山的分析师,表示愿意关注公司。


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(与 H.C. Wainwright & Co., LLC 会议)


会议十

 

时间:02:00 pm – 02:25 pm

人员:Guosheng Fu, Senior Consultant at Ionix Technology, Inc.

Shuyu Li, Minister of Overseas Business at Ionix Technology, Inc. Suyu Li, Chief Engineer at Ionix Technology, Inc.

Justin Cooper, Co-Founder/Managing Partner at C6 Capital, LLC Lijie Zhu, Managing Director at Dragon Gate Investment Partners

备注:C6 Capital LCC 向美国各个行业的小盘股公司提供 25 万至 500 万美元的无担保非稀释性融资。IINX表示正在考虑是否接受此方案的进行。


会议十一

 

时间:02:30 pm – 02:55 pm

人员:Guosheng Fu, Senior Consultant at Ionix Technology, Inc.

Shuyu Li, Minister of Overseas Business at Ionix Technology, Inc. Suyu Li, Chief Engineer at Ionix Technology, Inc.

Matt Schissler, President of GHS Investments, LLC

Lijie Zhu, Managing Director at Dragon Gate Investment Partners 备注:GHS Investments 是一家位于纽约的小型投资公司。


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GHS Investments 会议



会议十二

 

时间:03:00 pm – 03:25 pm

人员:Guosheng Fu, Senior Consultant at Ionix Technology, Inc.

Shuyu Li, Minister of Overseas Business at Ionix Technology, Inc. Suyu Li, Chief Engineer at Ionix Technology, Inc.

Corey Fischer, Managing Partner at Weinberg and Company

Lijie Zhu, Managing Director at Dragon Gate Investment Partners

 备注:Weinberg & Company 是一家审计公司。在会议上进一步深入的了解了审计的规范和财税要求,对公司今后的财务管理有一定的帮助。


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(与 Weinberg & Company 会议)


会议合影

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