ALC

2.04%

4.8¢ alcidion group limited

it's critical evidence and yet, there is no sign of this...

First 8 Last

Share
Profile

Follow
Puzzlehead63

130 Posts.

8

09/02/23

14:10

Post #: 66158911
Share

Originally posted by madamswer: ↑

For all the discussion and ruminating about one quarter's performance (in my 60-odd business days is a somewhat arbitrary, and ridiculously short, time frame over which to assess true business performance), if I was pressed to cite what I thought was the most pertinent thing to come out of today's presentation and Q&A session, it would be the unambiguous confirmation that the cost base of the business is currently appropriate.

For context, the past four quarters have seen Cash Expenses as follows:

MQ22 = $10.7m

JQ22 = $10.0m

SQ22 = 10.3m

DQ22 = $10.6m

So, pretty much flat-lining over the past few quarters and now we have confirmation that this is unlikely to need to flex upwards.

Why this is important is because it heralds the thing that has been missing from this stock, namely the opening of the Revenue-Cost jaws.

I suspect that the market - impatient beast that it is - has failed to appreciate just how much cost investment needs to go into not just winning customers, but also on-boarding them once ALC gets the green light, and the extent to which a large part of that cost hump is now behind the company.

It's been a number of years of strong Revenue growth, but with Costs simply following Revenue up in a linear fashion.

Evidence of the Revenue-Cost jaws finally opening in the next few quarters is almost certain to be the long-waited catalyst for the share price, in my view.

.

Expand

it's critical evidence and yet, there is no sign of this changing yet resulting in investors questioning the business model perhaps? I really like this company and think the CEO is an excellent leader but worry that it's all taking too long? I've been a holder on and off and waiting to re-enter.

ALC Price at posting: 14.0¢ Sentiment: Hold Disclosure: Not Held
Upvote

0 Great analysis

Reply

Top Stories

SS1

Sun Silver gets that drill to thrill feeling from high grade hits at Maverick Spring

Week 26 Wrap: Cerberus of inflation barks – rents, electricity & fuel – and world watches two elders bicker

RCE

Recce's R327 found effective against E.coli during clinical trial

Wealth Within weighs in on shock 4% inflation read – and stocks that could survive the gloom

AVA

Ava Risk Group expands US presence with A$0.7M Substation Deal

LRV

Larvotto identifies new exploration target at NSW's Hillgrove, boosting shares by nearly 20%

LU7

Lithium Universe (ASX:LU7) board visits Quebec to engage key stakeholders

CMX

ChemX Materials kicks off first stage works at WA high purity alumina pilot

Microcap Wrap: 5 explorers with news out today

SVL

Silver Mines models five new calderas close to 396Moz Bowdens deposit

There are more pages in this discussion • 1 more message in this thread...

First 8 Last

Add ALC (ASX) to my watchlist

(20min delay)
Last 4.8¢		Change -0.001(2.04%)		Mkt cap ! $64.43M

Open	High	Low	Value	Volume
4.8¢	4.9¢	4.7¢	$53.41K	1.116M

Buyers (Bids)

No.	Vol.	Price($)
2	793588	4.7¢

Sellers (Offers)

Price($)	Vol.	No.
5.0¢	18537	2

View Market Depth

No.	Vol.	Price($)
2	793588	0.047
2	400000	0.046
13	998058	0.045
5	547726	0.044
3	323275	0.043

Price($)	Vol.	No.
0.050	16305	1
0.051	15000	1
0.052	149873	2
0.054	99782	2
0.055	19318	1

Last trade - 15.44pm 28/06/2024 (20 minute delay)

ALC (ASX) Chart

it's critical evidence and yet, there is no sign of this...

Sun Silver gets that drill to thrill feeling from high grade hits at Maverick Spring

Week 26 Wrap: Cerberus of inflation barks – rents, electricity & fuel – and world watches two elders bicker

Recce's R327 found effective against E.coli during clinical trial

Wealth Within weighs in on shock 4% inflation read – and stocks that could survive the gloom

Ava Risk Group expands US presence with A$0.7M Substation Deal

Larvotto identifies new exploration target at NSW's Hillgrove, boosting shares by nearly 20%

Lithium Universe (ASX:LU7) board visits Quebec to engage key stakeholders

ChemX Materials kicks off first stage works at WA high purity alumina pilot

Microcap Wrap: 5 explorers with news out today

Silver Mines models five new calderas close to 396Moz Bowdens deposit

Featured News

Buyers (Bids)

Sellers (Offers)

Featured News

it&apos;s critical evidence and yet, there is no sign of this...

Top Stories

Sun Silver gets that drill to thrill feeling from high grade hits at Maverick Spring

Week 26 Wrap: Cerberus of inflation barks – rents, electricity & fuel – and world watches two elders bicker

Recce's R327 found effective against E.coli during clinical trial

Wealth Within weighs in on shock 4% inflation read – and stocks that could survive the gloom

Ava Risk Group expands US presence with A$0.7M Substation Deal

Larvotto identifies new exploration target at NSW's Hillgrove, boosting shares by nearly 20%

Lithium Universe (ASX:LU7) board visits Quebec to engage key stakeholders

ChemX Materials kicks off first stage works at WA high purity alumina pilot

Microcap Wrap: 5 explorers with news out today

Silver Mines models five new calderas close to 396Moz Bowdens deposit

Featured News

Buyers (Bids)

Sellers (Offers)

Featured News

it's critical evidence and yet, there is no sign of this...