What smart money is saying about Alcidion Group
ALC.AX
No fund has written a full thesis on Alcidion Group in our archive, but 1 fund letter reports a position in it, most recently TAMIM Fund Australia All Cap in June 2025.
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1
Reported positions
0
Bought
0
Sold
1
Letter
Position history
Every position in Alcidion Group on record in the archive was reported in Q2 2025, across 1 fund letter, with no move described.
| Quarter | Letters | Bought | Sold | Theses |
|---|---|---|---|---|
| Q2 2025 | 1 | 0 | 0 | 0 |
Bought and Sold count moves: the same sentence published by several funds of one house in a quarter counts once.
Fund activity · 1 position
- June 2025
“Alcidion Group (ASX: ALC) during the month released its Q4 FY25 Quarterly Activities Report which provided for strong financial performance: • Q4 FY25 positive operating cashflow of $7.4M • Record quarterly cash receipts of $22.4M • FY25 positive operating cashflow of $5.8M, a $12.9M improvement on PCP • Record annual receipts of $50.9M • FY25 new TCV sales of $73.8M, up 109% on PCP • Cash balance of $17.7M and no debt as of 30 June 2025 • Reconfirmed FY25 EBITDA guidance to exceed $4.5M ALC is a workflow management software provider to hospitals. Their key markets are the UK and Australia. The company has recently won some large UK hospital contracts which should drive revenue growth in the short term until further deals are secured. We took a position in the stock last few months at 8 cents and the stock closed the month at 11.5 cents.”
Alcidion Group
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