ALC

4.55%

6.3¢ alcidion group limited

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Dicebat

425 Posts.

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22/03/19

22:47

Post #: 37859017
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Originally posted by stocking ↑

Attended Kate's presentation today and here are my thoughts for what they are worth:

- Kate was an extremely professional and knowledgeable speaker; it's great to see this kind of experience in a company with a MC that is ALC speaking confidently about successes to date and the opportunity.
- The market is genuine, tangible and here right now; it will only grow.
- ALC is not trying to be everything to everyone; they are solving simple problems for partners and then expanding (see the slide with the whiteboard > dashboard view). They are also happy to partner with 3rd parties to enable new capabilities.
- ALC has 100+ employees; the acq of MKM was a very good play by management, as they have the on the ground practical experience to implement the solution.
- Miya Precision has substantial upside as a product in isolation - it would be good to learn more about the practical feedback from the Palmerston site, I think this would be good investor info for ALC to focus on to better understand the leverage they have once implemented.
- ALC is genuinely only getting started; the opportunity to leverage the AI capability is only the tip of the iceberg, the patient data at scale could make ALC a highly regarded research platform for major medical / pharma players.
- ALC's solutions are sticky; this is not a fly by night engagement with hospitals, but will drive significant recurring revenue growth.
- A large chunk of the top 20 have a vested interest for the longer term (MKM vendors, key management)

I believe ALC has some exciting years ahead, but I also believe it will likely get taken out sooner (say 12-24 months) rather than later by a bigger player as the story gets out and potential realised.

Price wise, this could easily trade on 10x revenue, and at this stage likely 0.14-0.16c range (crude calculation on current MC and $14M revenue realised this year ex pipeline). Being a realist however, I do think there will be a CR at some point given $1.5M in the kitty and a favourable price rise.

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I’ll be attending the Monday lunchtime Melbourne investor presentation. Please let me know if you have any burning questions that haven’t already been addressed.

I’ll post notes afterwards - in the evening as meetings for work all arvo. Cheers from a happy long term holder - haven’t sold a share. Only the beginning...

Dice

ALC Price at posting: 5.6¢ Sentiment: Buy Disclosure: Held
23 Upvote

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(20min delay)
Last 6.3¢		Change -0.003(4.55%)		Mkt cap ! $72.51M

Open	High	Low	Value	Volume
6.8¢	6.8¢	6.2¢	$49.73K	774.0K

Buyers (Bids)

No.	Vol.	Price($)
1	38399	6.2¢

Sellers (Offers)

Price($)	Vol.	No.
6.4¢	389464	5

View Market Depth

No.	Vol.	Price($)
1	256518	0.065
2	539747	0.064
1	200	0.063
1	10000	0.062
2	149000	0.061

Price($)	Vol.	No.
0.066	128118	1
0.068	232449	1
0.069	50000	1
0.070	160606	2
0.071	20177	1

Last trade - 12.15pm 22/11/2024 (20 minute delay)

ALC (ASX) Chart

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