I hope you are right, truly. I was a holder and am keeping an eye across FZO.
I think it is destined to travel relatively sideways for the remainder of the FY however. I think the publication of their July numbers individually was a mistake which lowered the cure\rent ceiling, as they will not have massive increases to student numbers for another 6-12 months. July is when contracts lapse/renew in this space (in between US school years) making that the absolute yearly peak.
Election/policy uncertainty will potentially stymie excessive spending by schools as well.
Hoping I am wrong as I like the VP.
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