Forum Topics ALC ALC Financials

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west
Added 3 years ago

Agree @Valueinvestor0909 it would seem now, the more important part will be managing costs so that cashflow can be positive

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Valueinvestor0909
Added 3 years ago

@west I agree. I am in the alcidion for the outsize opportunity at NHS ( which is why they acquired Silverlink as well) However, the merger of NHS England, NHSX, and NHS Digital has muddied the water but that is complete now. ( ref : https://digital.nhs.uk/news/2023/nhs-digital-and-nhs-england-complete-merger )

However, the new entity is without a permanent CIO (https://www.digitalhealth.net/2022/11/interim-ceo-simon-bolton-to-leave-nhs-digital-after-merger-in-january/)

https://thejournalofmhealth.com/what-should-be-top-of-mind-for-the-new-nhs-cio/

This comment is what we are noticing

1995247820f9255726d7eeac2a81451d5c6f5e.png

So cost cutting is the order of the day before they start seeing any movement at NHS.

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