I have kept a relatively small tracking position, which I have then steadily topped up on dips—perhaps foolishly, but blindly believing in domestic success on the global stage.
The thinking is that:
- Aiforia succeeds in getting its field integrations and installation times to a level that shortens the deployment cycle, thereby accelerating ARR.
- Dilution is kept in check and EU funding dissipates the risk of bankruptcy and shareholder dilution.
- The market becomes more encouraged by the company and raises the valuation multiple to better track the levels of a growing HealthTech SaaS company.
- A bonus would be the deepening of the partnership with Siemens or another diagnostics giant, and perhaps even an acquisition premium if the company is bought out.
For now, the picture is foggy.