Nice one mate. I liked the history intro at the beginning and you’ve gone into some great detail.
I think if Alcidion can begin landing some more contracts to compliment its existing ARR it could be a really good year at its current price. It’s a big if though, the additional sales in the June qtr felt low? I like it more than BMT currently as I feel it’s closer to that inflection point. Time will tell I guess 🤷🏽♂️
Great point for sure. The whole second half was was on the very soft side. This is especially disappointing considering how well positioned Alcidion was at the start of the year. Next 2 years will be telling as the NHS starts to accelerate its digital transformation plans; we'll get a good gauge on Alcidion's place in this initiative.
You're right that they appear to be slightly ahead of Beamtree on the inflection point, but Beamtree do have an advantage going for themselves that their prospects, being private healthcare, should be able to make decisions faster. Beamtree are a little bit less definite about not having/wanting to raise again though which I don't like too much.
Let's see! Thanks for the comment as always dude. Keep up the great work on your end.
Nice one mate. I liked the history intro at the beginning and you’ve gone into some great detail.
I think if Alcidion can begin landing some more contracts to compliment its existing ARR it could be a really good year at its current price. It’s a big if though, the additional sales in the June qtr felt low? I like it more than BMT currently as I feel it’s closer to that inflection point. Time will tell I guess 🤷🏽♂️
Great point for sure. The whole second half was was on the very soft side. This is especially disappointing considering how well positioned Alcidion was at the start of the year. Next 2 years will be telling as the NHS starts to accelerate its digital transformation plans; we'll get a good gauge on Alcidion's place in this initiative.
You're right that they appear to be slightly ahead of Beamtree on the inflection point, but Beamtree do have an advantage going for themselves that their prospects, being private healthcare, should be able to make decisions faster. Beamtree are a little bit less definite about not having/wanting to raise again though which I don't like too much.
Let's see! Thanks for the comment as always dude. Keep up the great work on your end.