Cost of money increase- interest rates & also expected inflation in costs —-then you are also right that Alcidion’s value increases (inflation value company itself) for system assets and established and growing earnings, longterm sustaining established business difficult to gain . And costs ever higher to pursue and establish new business- ALC already established .
The huge price to earnings multiples for tech companies this past decade, when the costs for capital were low and growth rates high, and return on money /or yield was so insignificant—- changing now, as global growth is slowing & there is retard on earnings if costs are also higher (or esp also if there is debt , n/a fot ALC ) . And mainly coupled with fact that risk free return in bond strategies is now quite good — must compare valuations with other investments yes, but generally must be & lowering p/e multiples calculations overall for stock investments.
The biggest thing with ALC is that as an excellent digital and AI system offering , with shortages highly experienced and skilled health staff , and acute pressures in Health especially with coordination of care for all with skills shortages & very under- pressure staff who are wanting increases in wages : the challenge to ensure best management for patients for care & records in healthcare systems — ALC can add clear value and show that can insure needed best outcomes & safety for patients with digital coordinated systems needed ongoing; while also decreasing costs + demands and stress on & for critical staff.
The nature of Alcidion business in this environment- now adds to value overall . And also will into the future with wages increases ongoing, and skilled staff and rising healthcare costs issues remain, & new demands rise.
