www.fnarena.com/index.php/2018/03/14/growing-opportunity-for-g8-education/
Quote from one of Australia's most respected experts in ECEC on the above
"Reading financial analysts projections about the early education and care sector makes me laugh. So much ill informed speculation on policy impacts".
Long term investors need to read the Childcare Package carefully.
The discussions about fewer developments are also ill informed. Don't look at the number of developments, look at the number of licensed places of these developments. Fewer development applications for centres but some very large centres about to start enrolling children in the next few months.
IMO & DYOR
(20min delay)