Alcidion Group Limited · ASX:ALC
Alcidion — Investor Presentation (October 2018)
18 slides from Alcidion's investor presentation, Oct 15, 2018
Slide 1: Alcidion – Updated Investor Presentation (ASX announcement)
15 October 2018 Australian Securities Exchange 20 Bridge Street, For personal use only Sydney NSW 2000 Alcidion – Updated Investor Presentation Adelaide, South Australia – Alcidion Group Limited (ASX:ALC) has today lodged an updated investor presentation. Executive Chairman, Ray Blight and Director
Slide 2: Investor Presentation: Creating a leader in healthcare analytics
& Alcidion Investor Presentation Creating a leader in healthcare analytics Ray Blight, Executive Chairman & Kate Quirke, Director and CEO October 2018
Slide 3: For personal use only
For personal use only • • • • • • • o o o
Slide 4: Our transformation over the past months
Our transformation over the past 12 months ¥%% Alcidion Leading core technology (Miya) + acquisitions (MKM and Oncall) =a market leading proposition Oncall MKM Health 7 “Miya Precision” First integrated Miya / Group acquisition — Patientrack launched - next Patientrack / pro-forma completed acquisit
Slide 5: Acquisitions close up
Acquisitions close up S Alcidion MKM Health / Patientrack acquisition — completed July 2018 Consideration $12 million, with $10 million in ALC shares and further $2 million cash Additional $4 million payment in FY19 in ALC shares — subject to performance hurdles Profitable business with existing cus
Slide 6: The Alcidion business today
The Alcidion business today S Alcidion A health informatics company specialising in clinical productivity, safety and efficiency Unique product offering underpinned by eading edge, adaptable, platform technology Solid base of contracted revenue, high otential for growth to existing and new customers
Slide 7: For personal use only
For personal use only • • • • •
Slide 8: For personal use only
For personal use only • • • • • • • • • • • • • •
Slide 9: Competitive advantage
Competitive advantage © Alcidion Converts “commodity” data into decision intelligence for high performance High Service Value S Alcidion High value intelligence automatically pushed to the . user (clinical & Process/Presentation Layer logistics) Speeds up care team workflows and business logistics D
Slide 10: Alcidion's Patientrack
Alcidion's Patientrack Leading digital healthcare solution, highly complementary to the Miya product suite Best-in-class patient safety software, developed with clinicians and evolved over eight years * Complete digital and mobile bedside patient data collection solution which improves patient safet
Slide 11: For personal use only
For personal use only • • • • • • •
Slide 12: For personal use only
For personal use only 12 10 4.4 8 • 6 4 6.7 • 2 0 • • • • 3.3 • 7.8
Slide 13: Diverse client base
Diverse client base Py) Waitemata A District Health Board ~~ Department of Health Lea 5es:care tor everyone Health Hunter New England SENTRAL DisTRICT HEALTH BOARD NSW Local Health District Cd . f ' h Nelson Marlborough ACT estern Healt! ?2==Health Health n — Gi é (\ YR, CANBERRA HOSPITAL saab eHeal
Slide 14: FY18 pro forma financials
FY18 pro forma financials S Alcidion * Group pro forma revenue $12.7m — after downward adjustments to align revenue recognition with ALC Alcidion MKM Group | Combined accounting standards FY18 ($M) FY18 ($M) Group pro forma FY18 Eg, Deferment of approximately $600K unearned revenue Audited Unaudited
Slide 15: For personal use only
For personal use only • • • • • • • • • • • • • • •
Slide 16: For personal use only
For personal use only • • • • • • • •
Slide 17: Company snapshot
Company snapshot S Alcidion Capital Structure Major Shareholders % ofS son Name ares Held issue Ordinary Shares on issue 805.7m Dr. Malcolm Pradhan 134.6m 16.7% Share price (3 month VWAP July-Sep 2018) 0.048 Mr Ray Blight 94.8m 11.8% Market Capitalisation $32.2m ‘Blue ay Technology Pty Ltd 84.9m 10.
Slide 18: Contacts
Contacts Kyahn Williamson Head of Investor Communication WE Buchan kwilliamson@we-buchan.com +61 401 018 828 S Alcidion
Alcidion Group — Investor Presentation (October 2018) on 6ix