I follow Airlie relatively closely, and they have done very well for me with their tips at pretty close to the lows in stocks like James Hardie, Resmed and Mineral Resources. I have attached a clip from the fund that discusses the opportunity presented to the market now in IDP education. Watch from the 5 minute mark for those interested. Ignore the noise.
https://www.airliefundsmanagement.com.au/insights/airlie-quarterly-update-apr24/
IEL Valuation, page-38
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Last
$15.15 |
Change
0.060(0.40%) |
Mkt cap ! $4.216B | |||
| Open | High | Low | Value | Volume |
| $15.12 | $15.43 | $15.10 | $23.65M | 1.554M |
Buyers (Bids)
| No. | Vol. | Price($) |
|---|---|---|
| 1 | 39 | $15.15 |
Sellers (Offers)
| Price($) | Vol. | No. |
|---|---|---|
| $15.16 | 350 | 1 |
View Market Depth
| Last trade - 16.10pm 28/06/2024 (20 minute delay) ? |
| IEL (ASX) Chart |