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Last edited 4 years ago
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#Investment thesis
stale
Last edited 5 years ago

Alcidion is reporting next week.

I have followed this company for around ten years. I understand the big picture of what they are trying to achieve.

Yes it is difficult getting orders as they are dealing with hospitals but as time goes on the sales orders will be achieved alot easier I think.

I have connected on Linkedin with some of Alcidion's customers and  have noticed they seem to say very positive things about the company.

Alcidion is at the leading edge of medical platform technology.

They have compeditors targeting small parts of their technology but no other company in the world as far as we know is offering the full suite of technology that Alcidion is offering.

Kate is a fantasic CEO with alot of skin in the game.

I see Alcidion as a partnership company with their customers, as together they are trying to improve health outcome for patients and save money for business and government. This is a win win business.

If they can exacute I can see this business becoming a very big business in the future.

Do your own research as I have been wrong before.