Pan-Asia Catalysts/Events, Quiddity Advisors

David Blennerhassett

Pan-Asia Catalysts/Events

Quiddity Advisors

Event-Driven

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<li>Since its share price peaked in 4Q21, <a href="https://www.smartkarma.com/entities/idp-education-ltd" target="_blank" data-smartkarma-citation="entities:1098:1" rel="noopener"><strong>IDP Education (IEL AU)</strong></a>, a multinational education services outfit, has fallen ~95%. </li>
<li>IDP has faced pressure from immigration/student visa caps and competing English language tests for students and immigrants. Plus, IDP has never recovered from Covid. </li>
<li>That share price decline was not lost on Blackstone, which has<a href="https://announcements.asx.com.au/asxpdf/20260922/pdf/074cvv9s8r40vs.pdf" target="_blank" rel="noopener"> tabled two NBIOs</a> (the last at A$2.50/share), both of which have been rightfully rejected. Definitely scope for a  re-bid. </li>
</ul>


Since its share price peaked in 4Q21, IDP Education (IEL AU), a multinational education services outfit, has fallen ~95%. 
IDP has faced pressure from immigration/student visa caps and competing English language tests for students and immigrants. Plus, IDP has never recovered from Covid. 
That share price decline was not lost on Blackstone, which has tabled two NBIOs (the last at A$2.50/share), both of which have been rightfully rejected. Definitely scope for a  re-bid. 


IDP Education (IEL AU): Blackstone's Cheeky Offers As Pricing Touch A Decade-Plus Low

Australia

Kip McGrath Education Centres Limited is a franchiser of education centers that provide tutoring services to children ages 6-16.  The centers aid children in a variety of subject matters including mathematics, reading, spelling and English.

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Kip Mcgrath Education Centres (KME AU)

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....

David Blennerhassett

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