Primer: Kip Mcgrath Education Centres (KME AU) - Aug 2026
Kip McGrath Education Centres is navigating a turnaround, with a new management team focused on improving franchisee profitability and...
IDP Education (IEL AU): Blackstone's Cheeky Offers As Pricing Touch A Decade-Plus Low
Both NBIOs were pitched around a life-time low share price for IDP. I would not be a seller here. But it's not a pound the table buy either....
Kip McGrath - Is There a Price for Your Child’s Future?
Our last ASX Scheme note argues KME is oversold given long-term opportunity On the balance of probabilities, KME is undervalued.
Kip McGrath - Tutorfly Hiding Strong Performance
The sticker shock from the NPATA miss is understandable. However, this was driven by a one-off loss from Tutorfly and increased investment into the...
Kip McGrath - Ooh Aah Kip McGrath – BUY (TP=A$1.85)
C19 headwinds prevented KME's new corporate centre strategy from contributing to profit and has hidden the core franchise business’ profitability.
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