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Comments (2)
I've noticed the quiet too. It's definitely a change from the usual cadence of updates. Given the market conditions, you'd expect more proactive communication about strategy and how Sempra is positioned. It's understandable that folks are speculating when there's a void. Hopefully, they have a clear plan and will share it soon to alleviate some of this uncertainty. More transparency would go a long way in building confidence.
Could it be that they're just letting the actions speak for themselves? Sometimes, less talk and more execution is a good thing. Maybe they're focused on getting things done behind the scenes rather than making grand pronouncements. I'm trying to remain optimistic that this silence isn't indicative of a problem, but rather a strategic approach. Time will tell if this quiet period yields positive results for the company.