The LGL Group (LGL) Sidoti Micro-Cap Virtual Investor Conference summary

Executive introductions and strategic vision

• New CEO brings extensive defense and technology experience, aiming to drive both organic and inorganic growth.

• Leadership emphasizes a long-term value creation approach, leveraging a history of successful spin-offs and acquisitions.

• Focus on expanding shareholder engagement, with plans for an investor conference in New York City later in the year.

Financial and operational updates

• Pro forma shares outstanding are 6.39 million, with a market cap of about $43 million and estimated book value of $7.25 per share.

• Recent warrant exercise impacts share count and balance sheet, with details to be included in the upcoming 10-K.

• Principal operations are based in Wakefield, Massachusetts, focusing on radio frequency technology.

Strategic priorities and sector focus

• Defense sector remains a primary focus through 2026 and beyond, with ongoing shareholder engagement planned.

• New business initiatives will utilize the balance sheet and be communicated as they develop.

• Merchant investment vehicles, including SPVs and venture opportunities, are a key capital deployment priority.