I have a completely different view on this. (Maybe not completely as in of course it has significantly added to their revenue) however, this is not the reason they acquired Silverlink. I think the main reason was expansion. It instantly them another 50 hospitals over 11 Trusts. Silverlink has been installed in some of these hospitals about 20 -25 years from memory so it is rather sticky. It not alone allows them to upsell but it gives them a new and also vital product that was missing in their portfolio. Of course they over-paid. They really had no choice if you look at this as a long-term investor. I like this about them. They are looking after the long term health of the company. You see too many CEO's that come in for 3-5 years but could not care less about the long term. Kate has founder mentality and she kind of is really in a way since MKM health and Alcidion became intertwined.... Anyway... So , this is the way I see it. They over paid for Silverlink but it was a massive opportunity as it expanded them overnight. Besides the upsell potential, they also have increased their annual recurring revenue and have guaranteed upgrades revenue for their professional services teams. 60% of them required an upgrade within 4 years. The main attraction for me is the expansion. I think we will see this come to fruition over the next 12-18 months.
- Forums
- ASX - By Stock
- General Discussion / Social Media
I have a completely different view on this. (Maybe not...
- There are more pages in this discussion • 474 more messages in this thread...
You’re viewing a single post only. To view the entire thread just sign in or Join Now (FREE)
Featured News
Add ALC (ASX) to my watchlist
(20min delay)
|
|||||
Last
4.5¢ |
Change
0.000(0.00%) |
Mkt cap ! $60.41M |
Open | High | Low | Value | Volume |
4.5¢ | 4.6¢ | 4.5¢ | $33.58K | 743.8K |
Buyers (Bids)
No. | Vol. | Price($) |
---|---|---|
6 | 860951 | 4.5¢ |
Sellers (Offers)
Price($) | Vol. | No. |
---|---|---|
4.6¢ | 81000 | 2 |
View Market Depth
No. | Vol. | Price($) |
---|---|---|
6 | 860951 | 0.045 |
10 | 791839 | 0.044 |
2 | 460000 | 0.043 |
4 | 274904 | 0.042 |
5 | 512425 | 0.041 |
Price($) | Vol. | No. |
---|---|---|
0.046 | 81000 | 2 |
0.047 | 133481 | 5 |
0.048 | 59168 | 3 |
0.049 | 113516 | 4 |
0.050 | 131211 | 6 |
Last trade - 14.00pm 18/06/2024 (20 minute delay) ? |
|
|||||
Last
4.5¢ |
  |
Change
0.000 ( 0.00 %) |
|||
Open | High | Low | Volume | ||
4.6¢ | 4.6¢ | 4.5¢ | 327863 | ||
Last updated 13.36pm 18/06/2024 ? |
Featured News
ALC (ASX) Chart |
The Watchlist
SS1
SUN SILVER LIMITED
Gerard O'Donovan, Executive Director
Gerard O'Donovan
Executive Director
SPONSORED BY The Market Online