Ann: Alcidion FY20 Half Year Report and Appendix 4D, page-158

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Pixie2000

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09/03/20

13:05

Post #: 43380916
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Originally posted by composer ↑

The increasing popularity of ETFs is exacerbated the sell off, not to mention margin loans. When selling is indiscriminate and margin calls get hit, small caps are usually the first to get sold off and people scramble for cash.

In my view, the question to ask ourselves in this situation is whether or not Alcidion is still a company that one would consider investing in 'normal circumstances'.

If the answer is yes, the investment thesis is still intact but you have not been offered a larger margin of safety from the market insanity.

If answer is no, probably best to sell on any short term boost in share price as central banks and policy makers scramble to develop a response to boost market confidence.

The current market insanity is somewhat similar to the GFC, albeit the GFC was much worse because of all the unknowns over who owns what and who is exposed to what.

Currently, we know that work is currently being carried out to develop a vaccine, China is going to implement a mother of all stimulus package, central banks will intervene to promote market stability, governments will undertake fiscal stimulus, the transition for NHS to digital is not going to stop but accelerate.

Alcidion cannot control factors beyond its control. The best it can do is to manage the impacts in whatever possible, retain focus and continue execute it's expansionary strategy.

Unless someone can offer a persuasive argument on why things will never revert to 'normal' because of this virus over the next 5-10 years time and that somehow the investment thesis for Alcidion would be broken because of this 'new norm'... Let's all keep things in perspective.

Although the situation for everyone is different, we have to remember that we will only exacerbate the fall by selling without a sound reason.

Just food for thought.

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The “unknowns” may be come a problem if we head to another credit crunch because of collapsing energy companies in the US

ALC Price at posting: 11.5¢ Sentiment: Buy Disclosure: Held
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Ann: Alcidion FY20 Half Year Report and Appendix 4D, page-158

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Ann: Alcidion FY20 Half Year Report and Appendix 4D, page-158

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