Whelp $EDU.AX went straight to $1.2 after enrollments update 😃 well done to all still involved. taking onboard feedback and re-runing nos (ie, higher revs as my prior ARPU ests too low; maybe slight margin compression) and valn still reasonable at <8x P/E, <5x EV/EBITDA... so for choice think it keeps re-rating...T3 enrols big data point but still a pretty decent setup given the derisking of the T2 enrols print. No position. GLTA
在 X 查看 ↗