Alcidion Group Limited

ASX:ALC

Alcidion Group Limited

ASX:ALC
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$0.100 (-4.8%)
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#21
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52
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Reports (14) My Report Forum Investors
Forum Topics ALC ALC Guidance upgrade

Pinned straw:
Seymourbutts
Added 5 months ago

Short and sweet guidance upgrade from ALC this morning.

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  1. Fairly decent increase in EBITDA guidance of circa 50%
  2. Smaller contract upgrades always nice - but will take it with a grain of salt
  3. Interested to see what costs continue to be cut - there is a happy medium here.


Disc: HELD SM IRL
Bushmanpat
Added 5 months ago

@Seymourbutts Hopefully the upgrade was driven primarily by "progressive contract upgrades and extensions" a bit by " diligent cost management" and only a small fraction by "favourable fx movements" as that last one could very easily be unwound

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OxyBBear
Added 5 months ago

@Bushmanpat Yes it would be good if we could get the break down. Since we don't I'm going to take a conservative view and assume FX has played a material part (based on the GBP/AUD performance the last few months) so I am not topping up like I would usually do on an earnings upgrade and underweight position.

18
OxyBBear
Added 5 months ago

This from Rudi Filapek-Vandyck.

RBC Capital on Alcidion $ALC: "ALC has upgraded its FY25 guidance and now expects EBITDA to exceed $4.5m (vs previously >$3m), which has followed the recent guidance upgrade in late April.

"Whilst we expect the +50% guidance upgrade was supported by favourable FX rates, we are encouraged by the positive operating trends of module upgrades, contract extensions and ongoing cost management.

"We increase our forecasts to reflect the guidance upgrade, lifting our PT to $0.11 (vs prior $0.10). We retain a Sector Perform, Speculative Risk rating on valuation grounds."


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