3P Learning Limited (3PL) - Confirmation of US Growth Acceleration
Third party web traffic1 and third-party app download2 data available to us appears to confirm the accelerated rollout of Reading-Eggs in the US.
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ClearView Wealth Limited (CVW) - Crescent Selldown Creates Liquidity & 3Q24 Update
While a significant overhang remains, we believe CVW’s discount to its embedded value is more likely to close as liquidity continues to improve.
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Academies Australasia Group (AKG) - Updated Outlook Following Increased Visa Regulations
Our last update prudently highlighted increased uncertainty surrounding future student visa approvals. Unfortunately for AKG, it appears this has...
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Desane Group Holdings Ltd (DGH) - Steep Trading Discount with Development Ahead
Combined with an experienced management team, we believe DGH provides attractive exposure to industrial property development at its current valuation.
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Reckon Limited (RKN) - Legal Integrations and Reckon One Peer Pricing
nQZ recently showcased its billing integrations with leading legal platforms Aderant and Elite at their respective key industry conferences.
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