3P Learning Limited (3PL) - Mathletics Usage Data Indicates Compounding Decline
Elevated Mathletics churn and muted B2C growth extrapolated from third party web traffic1 and app download data2 foreshadowed FY24’s guidance miss.
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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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3P Learning Limited (3PL) - 1H24 Result – Margin Expansion on the Horizon
Acknowledging this result was largely transitional, we believe 3PL is in a strong position to capitalise on the opportunities that lie ahead, with...
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3P Learning Limited (3PL) - Initiating Coverage – Multiple Scenarios Lead to Upside
Following a substantial ramp up in product investment, 3PL is in a strong position to return to licence growth into the medium term.
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3P Learning (3PL): Steady Through the 3Rs, Eyes on FY24
3PL stock up 5% since the insight was posted, the market is responding favourably to their FY23 figures as we suggested.
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