EDU edu holdings limited

Ann: Ikon T1'24 new student enrolments - up 125% on PCP, page-8

  1. 5,420 Posts.
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    Looks like we have a little bit of interest around 11-12c but I reckon we'll need some decent ALG numbers to keep going much further, currently running on only one engine.

    A bit of interest from NXD wouldn't hurt. They don't ring a bell at the bottom so hopefully it's in and I've picked up my holdings near the bottom. Main risk I see is more scaremongering on immigration (or negative changes to education visas). Or if ALG numbers are ordinary maybe a bit of tax loss selling. Or management decide they need to grow and do a discounted placement with their larger holders, that would be most unwelcome.

    Just my opinion.
    Last edited by optimistus: 20/03/24
 
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