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

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    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)
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