External broker reports(aggregated public sources), Taylor Collison

Taylor Collison

Taylor Collison is a leading financial services firm, providing advice & wealth creation strategies to private & institutional investors and corporate clients throughout Australia. Content available is external broker reports authored by a third party outside the Smartkarma network and has been aggregated by an online aggregator through publicly available sources and is displayed by Smartkarma in this format for user's convenience and general informational purposes only. Content does not constitute investment or financial advice and Smartkarma makes no representation or warranty regarding its accuracy or contents. Original third party author retains all copyright and other proprietary rights in the content. Access or use of third party links not controlled by Smartkarma are at the user's own risk.

External broker reports(aggregated public sources)

Equity Bottom-Up

<ul><li>Elevated Mathletics churn and muted B2C growth extrapolated from third party web traffic1 and app download data2 foreshadowed FY24’s guidance miss.</li><li>Acknowledging FY24’s transitionary nature, our outlook remained optimistic due to a long-term growth strategy bolstered by experienced management and the expected return of B2C consumers.</li><li>Drawing on third party data, we anticipate 1H25 to provide another underwhelming result due to continued muted revenue growth.</li></ul><p><em>Content is external broker report sourced from online content aggregator through publicly available sources and is displayed below for general informational purposes only. Refer full disclaimer below.</em></p>

Elevated Mathletics churn and muted B2C growth extrapolated from third party web traffic1 and app download data2 foreshadowed FY24’s guidance miss.Acknowledging FY24’s transitionary nature, our outlook remained optimistic due to a long-term growth strategy bolstered by experienced management and the expected return of B2C consumers.Drawing on third party data, we anticipate 1H25 to provide another underwhelming result due to continued muted revenue growth.Content is external broker report sourced from online content aggregator through publicly available sources and is displayed below for general informational purposes only. Refer full disclaimer below.

3P Learning Limited (3PL) - Mathletics Usage Data Indicates Compounding Decline