General Discussion / Social Media, page-4484

ALC has no debt, is not affected by interest rate rises or inflation (as contracts factor in CPI increases per the last Webcast), currency exchange rates are hedged, has substantial cash in the bank, with revenues continuing to increase year-on-year and is approaching break-even to cashflow positive... All of this is positive.

It's not just another loss-making, cash burning, capital raising, growth/tech company. Tech has obviously been hammered across the board on top of other macro factors out of management control. ALC though also has the long-term structural tailwind of digital transformation in healthcare. And not all healthtech companies have products diverse enough to do this. We should not lose sight of this. This is only going to gain pace and snowball over the coming years.

Most of the focus is now on "flow" and efficiency but ALC spans the full scope extending to advanced clinical decision support at the point of care and ultimately more precision medicine. Now is the time some of us will bail, when others hold with deep conviction for the recovery and re-rate. To me the investment thesis is still intact.

Obviously there are competitors in this same space, but the repeated contract wins is validation they have product-market fit. Management now just have to deliver on the promise of the Silverlink acquisition, ie. contracts with significantly larger TCVs incorporating their PAS solution.