Q: Could I have your thoughts on AIDX
5i Research Answer:
AIDX is quite small ($358M market cap) and illiquid (around 210K shares traded each day on average). Its share price has been flat over the past year, but it does have significant volatility, and the shares were trading as high as $3 in the past year. Recent results were OK, margins improved, and its Orion Health acquisition results will show up in the next quarter. With shares showing good price support around the $1.25 range, we would be OK with a small position here, while acknolwedging its volatility and small-cap risks.