As quickly as the mid-year point of 2025 arrived, shorter days and turning leaves will be here before you know it. Although summer can be somewhat quieter in terms of certain IR activities such as conferences, we continue to work on a variety of communications and arrange both in-person and virtual meetings for our clients, while gearing up for an active Fall season. We are also using the time to refine our clients’ IR Plans by reflecting on our collective achievements, and revisiting goals that align with each client’s particular circumstances.

Some areas of focus that guide us:

• How did we perform towards our goals in the first half of the year? Should we refine our goals going forward?
• Is the investment thesis presented earlier in the year still on-point? 
• What should we do to best communicate progress and define the opportunity landscape?
• Which analysts and investors should we speak with in terms of moving along existing dialogues, and sparking new ones?
• Which conferences will be most productive?

Being intentional is essential – pursuing meetings with right-fit investors and analysts, and avoiding unproductive conferences and other programs that waste management’s time and company resources.