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- Assess investment profile, including current activities, strategies,
goals, prospects, and risks.
- Study perceptions held by analysts and institutions.
- Develop or refine key messages to investors.
- Develop disclosure policy.
- Organize procedures and responsibilities for IR activities: investment
community outreach; news releases; conference calls; annual report production
and proxy solicitation; and Internet IR.
- Consider periodic distribution to stockholders of quarterly reports
or other materials that are not required by the SEC.
- Establish contact program for large stockholders.
- Develop financial fax, e-mail and mailing lists.
- Prepare annual investor relations plan and calendar.
- Develop preliminary action plans to address crises or catastrophic
events.
- Conduct IR program audits.
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