ALC 4.35% 6.6¢ alcidion group limited

Hi @archerNot an easy time 'again!' for us long term...

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    Hi @archer

    Not an easy time 'again!' for us long term shareholders.

    Do what you think is best for your situation, and all the best.

    I am also feeling a sense of frustration but blaming myself more for this as I had clearly underestimated the challenges faced by Alcidion in my investment thesis, namely:

    • long procurement and sales cycle,
    • inertia,
    • changing customer requirements (I never considered the fact that a PAS was necessary for Alcidion to participate in the higher value tenders, ,
    • time taken to achieve operating leverage, etc.

    Hope things would look brighter and improve on the upside for the rest of 2023!
 
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