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Are Regal Partners (RPL) and IDP Education (IEL) a reasonable entry point ?

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Question asked 05/07/2025

Are Regal Partners (RPL) and IDP Education (IEL) a reasonable entry point ?

Thanks James in advance for your input to my queries. Base on Regal Partners announcement on 3.7.25 , current estimate at least 35 millions in performance fees revenue, is RPL a reasonable entry point now ? Is IEL oversold and the business model is still sound ?

Answer

Hi Yen,

Regal Partners (RPL): We discussed fellow fund managers this week, we like the sector including RPL which looks very good around $2.50. The price has this week broken out, and we remain bullish.
IDP Education (IEL): There’s a lot of bad news built into the IEL share price as we discussed in June, while the stock is now on our radar around $4 it still feels a touch early amid continued uncertainty on global immigration and trade policy. However , it was interesting to see a large line of stock transact recently in a’buyer led’ deal i.e. they paid over market price to get set. If it can come out the other side it will be a far leaner more efficient beast, and will have great leverage to a rebound in student numbers. This is certainly on our rader as an unloved turnaround opportunity.

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Regal Partners Ltd (RPL)

LAST UPDATED 04/07/2025 17:15

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