View Valuation3P Learning 将来の成長Future 基準チェック /06現在、 3P Learningの成長と収益を予測するのに十分なアナリストの調査がありません。主要情報n/a収益成長率n/aEPS成長率Consumer Services 収益成長27.2%収益成長率n/a将来の株主資本利益率n/aアナリストカバレッジNone最終更新日n/a今後の成長に関する最新情報Price Target Changed • Feb 15Price target decreased by 16% to AU$1.20Down from AU$1.43, the current price target is provided by 1 analyst. New target price is 9.1% above last closing price of AU$1.10. Stock is down 13% over the past year. The company posted earnings per share of AU$0.023 last year.Major Estimate Revision • Dec 22Consensus EPS estimates fall by 30%The consensus outlook for fiscal year 2024 has been updated. 2024 EPS estimate fell from AU$0.023 to AU$0.016. Revenue forecast unchanged from AU$113.4m at last update. Net income forecast to shrink 31% next year vs 19% growth forecast for Consumer Services industry in Australia . Consensus price target up from AU$1.43 to AU$1.48. Share price rose 10.0% to AU$1.32 over the past week.分析記事 • Aug 20Earnings Beat: 3P Learning Limited Just Beat Analyst Forecasts, And Analysts Have Been Updating Their ModelsAs you might know, 3P Learning Limited ( ASX:3PL ) recently reported its annual numbers. Revenues were AU$107m...お知らせ • Aug 183P Learning Limited Provides Earnings Guidance for the Fiscal Year 20243P Learning Limited provided earnings guidance for the fiscal year 2024. The Company's FY24 financial guidance for Revenue will be between $112.0 million and $115.0 million.Price Target Changed • Jul 12Price target decreased by 10% to AU$1.53Down from AU$1.70, the current price target is an average from 2 analysts. New target price is 36% above last closing price of AU$1.12. Stock is down 7.4% over the past year. The company is forecast to post earnings per share of AU$0.011 next year compared to a net loss per share of AU$0.0019 last year.Price Target Changed • Jul 05Price target decreased by 7.6% to AU$1.63Down from AU$1.76, the current price target is an average from 3 analysts. New target price is 42% above last closing price of AU$1.15. Stock is down 7.3% over the past year. The company is forecast to post earnings per share of AU$0.011 next year compared to a net loss per share of AU$0.0019 last year.すべての更新を表示Recent updatesNew Risk • Jun 25New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Australian stocks, typically moving 13% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Minor Risks Share price has been volatile over the past 3 months (13% average weekly change). Large one-off items impacting financial results. Market cap is less than US$100m (AU$91.4m market cap, or US$63.0m).Buy Or Sell Opportunity • Jun 23Now 26% undervaluedOver the last 90 days, the stock has risen 14% to AU$0.33. The fair value is estimated to be AU$0.44, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has been flat over the last 3 years. Meanwhile, the company has become profitable.お知らせ • Jun 22+ 1 more update3P Learning Limited Announces Executive and Board Changes3P Learning Limited announced that as part of 3PL progressing the evolution of its operating model, including the establishment of dedicated B2B (Schools) and B2C (Homes) divisions to support its strategic priorities and growth, Adam McArthur, currently Operations Officer, will transition to the role of Chief Commercial Officer, B2B, effective July 1, 2026. Lynda Pendino, currently Chief Revenue Officer, will transition to the role of Chief Commercial Officer, B2C. Mireille Steenekamp has been appointed Director, Finance & Risk, reporting to the Chief Executive Officer, and will assume responsibility for internal leadership of the Finance function, including financial reporting, governance and risk. Mireille Steenekamp joined 3P Learning Limited in 2022 as Financial Controller and was promoted to Head of Corporate Finance in 2025.お知らせ • Jun 203P Learning Limited Recommends Dividend for the Fiscal Year 20263P Learning Limited announced intention to recommence dividends and pay a $9.6 million (3.5 cps) dividend following the release of the Company's FY26 full year results, subject to the requirements of the Corporations Act. Any dividend will only be partially franked, and this announcement is a statement of intention only and does not constitute a declaration of dividend.Recent Insider Transactions • May 05Executive Chairman recently bought AU$100k worth of stockOn the 28th of April, Matthew Sandblom bought around 350k shares on-market at roughly AU$0.28 per share. This transaction amounted to less than 1% of their direct individual holding at the time of the trade. In the last 3 months, they made an even bigger purchase worth AU$630k. Matthew has been a buyer over the last 12 months, purchasing a net total of AU$1.2m worth in shares.お知らせ • Apr 093P Learning Announces Reading Eggs Digital Library Is Now Accessible To Ontario Schools3P Learning announced that Reading Eggs - Digital Library, a curriculum-aligned early literacy program, develops essential reading skills through systematic and explicit instruction, highly engaging activities, and rich opportunities for practice and consolidation. Reading Eggs - Digital Library is now an awarded supplier partner on OECM's Literacy Digital Tools and Research Digital Tools Agreement (Category B – Research Digital Tool System). The agreement is part of the Digital Learning Tools offering available to Ontario’s education sector through OECM and has been developed in consultation with the Ministry of Education (MEDU), Educational Computing Network of Ontario (ECNO), and various District School Boards across the province. Through its partnership with OECM, 3P Learning provides Ontario’s education community with Reading Eggs — an evidence-based solution that develops foundational reading, comprehension, and fluency skills for Pre-K to Grade 6 learners. The Reading Eggs - Digital Library is built on evidence-based deliberate practice to develop strong, confident readers with a digital library consisting of over 4,000 leveled books matched to every reader’s level. Used by 20 million students and implemented in 20,000 schools worldwide — Reading Eggs is proven to develop strong phonics and early reading skills through highly engaging lessons that are easy to follow and that match individual learners' abilities. The program is based on solid scientific research, delivering explicit, systematic instruction across the five essential components of reading: phonics, phonemic awareness, fluency, comprehension and vocabulary, and supporting core literacy teaching. The 4,000 leveled eBooks in the Reading Eggs - Digital Library are leveled for young readers and include Canadian First Nations, Metis, and Inuit authored- and themed-texts that reflect these perspectives, stories, and traditions.Recent Insider Transactions • Apr 09Executive Chairman recently bought AU$630k worth of stockOn the 2nd of April, Matthew Sandblom bought around 2m shares on-market at roughly AU$0.28 per share. This transaction amounted to 4.0% of their direct individual holding at the time of the trade. This was the largest purchase by an insider in the last 3 months. Matthew has been a buyer over the last 12 months, purchasing a net total of AU$879k worth in shares.Recent Insider Transactions • Mar 31Executive Chairman recently bought AU$517k worth of stockOn the 26th of March, Matthew Sandblom bought around 2m shares on-market at roughly AU$0.28 per share. This transaction amounted to 3.2% of their direct individual holding at the time of the trade. This was the largest purchase by an insider in the last 3 months. Matthew has been a buyer over the last 12 months, purchasing a net total of AU$765k worth in shares.Recent Insider Transactions • Mar 20Executive Chairman recently bought AU$146k worth of stockOn the 18th of March, Matthew Sandblom bought around 511k shares on-market at roughly AU$0.28 per share. This transaction amounted to less than 1% of their direct individual holding at the time of the trade. This was the largest purchase by an insider in the last 3 months. Matthew has been a buyer over the last 12 months, purchasing a net total of AU$246k worth in shares.New Risk • Mar 16New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Australian stocks, typically moving 13% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Minor Risks Share price has been volatile over the past 3 months (13% average weekly change). Large one-off items impacting financial results. Market cap is less than US$100m (AU$81.9m market cap, or US$57.7m).Reported Earnings • Feb 27First half 2026 earnings released: EPS: AU$0.001 (vs AU$0.002 loss in 1H 2025)First half 2026 results: EPS: AU$0.001 (up from AU$0.002 loss in 1H 2025). Revenue: AU$51.9m (down 1.6% from 1H 2025). Net income: AU$354.0k (up AU$1.02m from 1H 2025). Profit margin: 0.7% (up from net loss in 1H 2025). Revenue is forecast to grow 4.9% p.a. on average during the next 3 years, compared to a 6.2% growth forecast for the Consumer Services industry in Australia. Over the last 3 years on average, earnings per share has fallen by 29% per year whereas the company’s share price has fallen by 27% per year.お知らせ • Feb 26+ 1 more update3P Learning Limited Announces Company Secretary Changes, Effective 24 February 20263P Learning Limited announced that effective 24 February 2026, Joyce Li has resigned as Company Secretary and Eryl Baron has been appointed as Company Secretary. Eryl Baron will be the person responsible for communication with ASX under Listing Rule 12.6.New Risk • Feb 18New minor risk - Market cap sizeThe company's market capitalization is less than US$100m. Market cap: AU$131.0m (US$92.6m) This is considered a minor risk. Companies with a small market capitalization are most likely businesses that have not yet released a product to market or are simply a very small company without a wide reach. Either way, risk is elevated with these companies because there is a chance the product may not come to fruition or the company's addressable market or demand may not be as large as expected. In addition, if the company's size is the main factor, it is less likely to have many investors and analysts following it and scrutinizing its performance and outlook. Currently, the following risks have been identified for the company: Minor Risks Large one-off items impacting financial results. Market cap is less than US$100m (AU$131.0m market cap, or US$92.6m).分析記事 • Jan 19Market Participants Recognise 3P Learning Limited's (ASX:3PL) RevenuesWith a median price-to-sales (or "P/S") ratio of close to 1x in the Consumer Services industry in Australia, you could...お知らせ • Jan 123P Learning Limited to Report First Half, 2026 Results on Feb 24, 20263P Learning Limited announced that they will report first half, 2026 results on Feb 24, 2026Board Change • Dec 02Insufficient new directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 5 experienced directors. No highly experienced directors. Non-Executive Director Craig Coleman was the last director to join the board, commencing their role in 2022. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.お知らせ • Sep 183P Learning Limited, Annual General Meeting, Nov 18, 20253P Learning Limited, Annual General Meeting, Nov 18, 2025.Reported Earnings • Aug 31Full year 2025 earnings released: EPS: AU$0.001 (vs AU$0.21 loss in FY 2024)Full year 2025 results: EPS: AU$0.001 (up from AU$0.21 loss in FY 2024). Revenue: AU$109.1m (flat on FY 2024). Net income: AU$210.0k (up AU$57.3m from FY 2024). Profit margin: 0.2% (up from net loss in FY 2024). Revenue is forecast to grow 4.3% p.a. on average during the next 2 years, compared to a 6.3% growth forecast for the Consumer Services industry in Australia. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 59 percentage points per year, which is a significant difference in performance.お知らせ • Jul 183P Learning Limited to Report Fiscal Year 2025 Results on Aug 29, 20253P Learning Limited announced that they will report fiscal year 2025 results on Aug 29, 2025分析記事 • Feb 213P Learning Limited's (ASX:3PL) Shares May Have Run Too Fast Too SoonWhen close to half the companies in the Consumer Services industry in Australia have price-to-sales ratios (or "P/S...Reported Earnings • Feb 19First half 2025 earnings released: AU$0.002 loss per share (vs AU$0.043 loss in 1H 2024)First half 2025 results: AU$0.002 loss per share (improved from AU$0.043 loss in 1H 2024). Revenue: AU$52.7m (down 2.2% from 1H 2024). Net loss: AU$666.0k (loss narrowed 94% from 1H 2024). Revenue is forecast to grow 4.0% p.a. on average during the next 3 years, compared to a 7.7% growth forecast for the Consumer Services industry in Australia. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 72 percentage points per year, which is a significant difference in performance.お知らせ • Jan 073P Learning Limited to Report First Half, 2025 Results on Feb 18, 20253P Learning Limited announced that they will report first half, 2025 results on Feb 18, 2025お知らせ • Dec 203P Learning Limited (ASX:3PL) agreed to acquire Intrepica Pty Ltd.3P Learning Limited (ASX:3PL) agreed to acquire Intrepica Pty Ltd. on December 18, 2024. The expected completion of the transaction is January 3, 2025.分析記事 • Nov 22More Unpleasant Surprises Could Be In Store For 3P Learning Limited's (ASX:3PL) Shares After Tumbling 29%3P Learning Limited ( ASX:3PL ) shares have had a horrible month, losing 29% after a relatively good period beforehand...お知らせ • Oct 243P Learning Limited Announces Change of Chief Financial Officer, Effective 18 December 20243P Learning Limited announced that Anton Clowes, the Company's Chief Financial Officer (CFO), has decided to step down from his position, effective 18 December 2024. In the handover and transition of the CFO duties, 3PL also announced the appointment of Adam McArthur in the role of CFO with effect from 18 December 2024. Adam is well known to 3PL, having worked with the business as a consultant in recent months, and during 3PL's acquisition of Blake E-learning in 2021. Adam's appointment will complement 3PL's focus on strategy execution following a period of significant product investment. Anton will work closely with Adam until his departure to ensure a smooth transition of duties and responsibilities.お知らせ • Oct 183P Learning Limited Announces Board and Committee Changes3P Learning Limited announced that Belinda Rowe has announced the Board that she will not stand for re-election at this year's annual general meeting and will retire from the Board at the conclusion of that meeting. On Belinda's retirement at the close of the AGM the Board does not intend to appoint a new independent non-executive director. Effective 18 October 2024, Mark Lamont has been appointed Chair of the People and Culture Committee.お知らせ • Sep 203P Learning Limited, Annual General Meeting, Nov 20, 20243P Learning Limited, Annual General Meeting, Nov 20, 2024.分析記事 • Aug 20Risks To Shareholder Returns Are Elevated At These Prices For 3P Learning Limited (ASX:3PL)3P Learning Limited's ( ASX:3PL ) price-to-sales (or "P/S") ratio of 2.4x may not look like an appealing investment...Reported Earnings • Aug 17Full year 2024 earnings released: AU$0.21 loss per share (vs AU$0.023 profit in FY 2023)Full year 2024 results: AU$0.21 loss per share (down from AU$0.023 profit in FY 2023). Revenue: AU$110.0m (up 2.6% from FY 2023). Net loss: AU$57.1m (down AU$63.4m from profit in FY 2023). Revenue is forecast to grow 4.5% p.a. on average during the next 3 years, compared to a 6.8% growth forecast for the Consumer Services industry in Australia. Over the last 3 years on average, earnings per share has fallen by 42% per year but the company’s share price has only fallen by 7% per year, which means it has not declined as severely as earnings.お知らせ • Jul 053P Learning Limited to Report Fiscal Year 2024 Results on Aug 16, 20243P Learning Limited announced that they will report fiscal year 2024 results on Aug 16, 2024Reported Earnings • Feb 22First half 2024 earnings released: AU$0.043 loss per share (vs AU$0.001 profit in 1H 2023)First half 2024 results: AU$0.043 loss per share (down from AU$0.001 profit in 1H 2023). Revenue: AU$53.9m (up 3.7% from 1H 2023). Net loss: AU$11.9m (down AU$12.3m from profit in 1H 2023). Revenue is forecast to grow 8.0% p.a. on average during the next 3 years, compared to a 9.8% growth forecast for the Consumer Services industry in Australia. Over the last 3 years on average, earnings per share has increased by 68% per year but the company’s share price has fallen by 3% per year, which means it is significantly lagging earnings.Price Target Changed • Feb 15Price target decreased by 16% to AU$1.20Down from AU$1.43, the current price target is provided by 1 analyst. New target price is 9.1% above last closing price of AU$1.10. Stock is down 13% over the past year. The company posted earnings per share of AU$0.023 last year.New Risk • Jan 17New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Australian stocks, typically moving 12% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Minor Risks Share price has been volatile over the past 3 months (12% average weekly change). Large one-off items impacting financial results.Buying Opportunity • Jan 17Now 24% undervalued after recent price dropOver the last 90 days, the stock is down 1.3%. The fair value is estimated to be AU$1.55, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 28% over the last 3 years. Meanwhile, the company has become profitable. For the next 3 years, revenue is forecast to grow by 9.9% per annum. Earnings is also forecast to grow by 41% per annum over the same time period.お知らせ • Jan 123P Learning Limited to Report First Half, 2024 Results on Feb 20, 20243P Learning Limited announced that they will report first half, 2024 results on Feb 20, 2024Valuation Update With 7 Day Price Move • Dec 26Investor sentiment improves as stock rises 15%After last week's 15% share price gain to AU$1.32, the stock trades at a forward P/E ratio of 83x. Average forward P/E is 28x in the Consumer Services industry in Australia. Negligible returns to shareholders over past three years.分析記事 • Dec 22Revenues Not Telling The Story For 3P Learning Limited (ASX:3PL) After Shares Rise 27%3P Learning Limited ( ASX:3PL ) shareholders would be excited to see that the share price has had a great month...Major Estimate Revision • Dec 22Consensus EPS estimates fall by 30%The consensus outlook for fiscal year 2024 has been updated. 2024 EPS estimate fell from AU$0.023 to AU$0.016. Revenue forecast unchanged from AU$113.4m at last update. Net income forecast to shrink 31% next year vs 19% growth forecast for Consumer Services industry in Australia . Consensus price target up from AU$1.43 to AU$1.48. Share price rose 10.0% to AU$1.32 over the past week.Valuation Update With 7 Day Price Move • Dec 01Investor sentiment improves as stock rises 19%After last week's 19% share price gain to AU$1.24, the stock trades at a forward P/E ratio of 54x. Average forward P/E is 27x in the Consumer Services industry in Australia. Total loss to shareholders of 9.5% over the past three years.Board Change • Nov 13High number of new and inexperienced directorsThere are 5 new directors who have joined the board in the last 3 years. The company's board is composed of: 5 new directors. 1 experienced director. No highly experienced directors. Independent Non-Executive Director Mark Lamont is the most experienced director on the board, commencing their role in 2018. The following issues are considered to be risks according to the Simply Wall St Risk Model: Lack of board continuity. Lack of experienced directors.お知らせ • Sep 273P Learning Limited, Annual General Meeting, Nov 28, 20233P Learning Limited, Annual General Meeting, Nov 28, 2023, at 10:30 AUS Eastern Standard Time.分析記事 • Aug 20Earnings Beat: 3P Learning Limited Just Beat Analyst Forecasts, And Analysts Have Been Updating Their ModelsAs you might know, 3P Learning Limited ( ASX:3PL ) recently reported its annual numbers. Revenues were AU$107m...Reported Earnings • Aug 18Full year 2023 earnings: EPS exceeds analyst expectationsFull year 2023 results: EPS: AU$0.023 (up from AU$0.002 loss in FY 2022). Revenue: AU$107.3m (up 10% from FY 2022). Net income: AU$6.37m (up AU$6.91m from FY 2022). Profit margin: 5.9% (up from net loss in FY 2022). Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 130%. Revenue is forecast to grow 8.6% p.a. on average during the next 3 years, compared to a 11% growth forecast for the Consumer Services industry in Australia. Over the last 3 years on average, earnings per share has increased by 49% per year but the company’s share price has fallen by 6% per year, which means it is significantly lagging earnings.お知らせ • Aug 183P Learning Limited Provides Earnings Guidance for the Fiscal Year 20243P Learning Limited provided earnings guidance for the fiscal year 2024. The Company's FY24 financial guidance for Revenue will be between $112.0 million and $115.0 million.お知らせ • Aug 043P Learning Limited (ASX:3PL) announces an Equity Buyback for 27,648,417 shares, representing 10% for AUD 10 million.3P Learning Limited (ASX:3PL) announces a share repurchase program. Under the program, the company will repurchase up to 27,648,417 shares, representing 10% of its issued share capital for AUD 10 million. As of August 4, 2023, the company has 276,484,170 shares in issue. The plan will be valid till August 22, 2024.Price Target Changed • Jul 12Price target decreased by 10% to AU$1.53Down from AU$1.70, the current price target is an average from 2 analysts. New target price is 36% above last closing price of AU$1.12. Stock is down 7.4% over the past year. The company is forecast to post earnings per share of AU$0.011 next year compared to a net loss per share of AU$0.0019 last year.お知らせ • Jul 063P Learning Limited to Report Fiscal Year 2023 Results on Aug 18, 20233P Learning Limited announced that they will report fiscal year 2023 results on Aug 18, 2023Price Target Changed • Jul 05Price target decreased by 7.6% to AU$1.63Down from AU$1.76, the current price target is an average from 3 analysts. New target price is 42% above last closing price of AU$1.15. Stock is down 7.3% over the past year. The company is forecast to post earnings per share of AU$0.011 next year compared to a net loss per share of AU$0.0019 last year.Buying Opportunity • May 17Now 27% undervaluedThe stock has been flat over the last 90 days. The fair value is estimated to be AU$1.51, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 27% over the last 3 years. Meanwhile, the company has become profitable. For the next 3 years, revenue is forecast to grow by 8.9% per annum. Earnings is also forecast to grow by 40% per annum over the same time period.Recent Insider Transactions • Apr 22Non-Executive Director recently bought AU$1.7m worth of stockOn the 19th of April, Craig Coleman bought around 1m shares on-market at roughly AU$1.20 per share. This transaction amounted to 2.7% of their direct individual holding at the time of the trade. This was the largest purchase by an insider in the last 3 months. Insiders have collectively bought AU$1.9m more in shares than they have sold in the last 12 months.分析記事 • Apr 183P Learning Limited (ASX:3PL) Shares Could Be 30% Below Their Intrinsic Value EstimateKey Insights The projected fair value for 3P Learning is AU$1.50 based on 2 Stage Free Cash Flow to Equity 3P Learning...Buying Opportunity • Apr 11Now 22% undervalued after recent price dropOver the last 90 days, the stock is down 7.1%. The fair value is estimated to be AU$1.50, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 27% over the last 3 years. Meanwhile, the company has become profitable. For the next 3 years, revenue is forecast to grow by 8.9% per annum. Earnings is also forecast to grow by 40% per annum over the same time period.Buying Opportunity • Mar 22Now 20% undervalued after recent price dropOver the last 90 days, the stock is down 4.7%. The fair value is estimated to be AU$1.54, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 27% over the last 3 years. Meanwhile, the company has become profitable. For the next 3 years, revenue is forecast to grow by 8.9% per annum. Earnings is also forecast to grow by 40% per annum over the same time period.Buying Opportunity • Mar 02Now 21% undervalued after recent price dropOver the last 90 days, the stock is down 3.2%. The fair value is estimated to be AU$1.54, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 27% over the last 3 years. Meanwhile, the company has become profitable. For the next 3 years, revenue is forecast to grow by 8.9% per annum. Earnings is also forecast to grow by 40% per annum over the same time period.Recent Insider Transactions • Mar 02Independent Non-Executive Director recently bought AU$129k worth of stockOn the 27th of February, Allan Brackin bought around 100k shares on-market at roughly AU$1.29 per share. This transaction amounted to 45% of their direct individual holding at the time of the trade. This was the largest purchase by an insider in the last 3 months. Insiders have collectively bought AU$181k more in shares than they have sold in the last 12 months.分析記事 • Mar 01Shareholders Can Be Confident That 3P Learning's (ASX:3PL) Earnings Are High QualityEven though 3P Learning Limited's ( ASX:3PL ) recent earnings release was robust, the market didn't seem to notice...Reported Earnings • Feb 24First half 2023 earnings released: EPS: AU$0.001 (vs AU$0.017 loss in 1H 2022)First half 2023 results: EPS: AU$0.001 (up from AU$0.017 loss in 1H 2022). Revenue: AU$52.4m (up 18% from 1H 2022). Net income: AU$358.0k (up AU$4.94m from 1H 2022). Profit margin: 0.7% (up from net loss in 1H 2022). The move to profitability was driven by higher revenue. Revenue is forecast to grow 9.1% p.a. on average during the next 3 years, compared to a 13% growth forecast for the Consumer Services industry in Australia. Over the last 3 years on average, earnings per share has fallen by 26% per year but the company’s share price has increased by 23% per year, which means it is well ahead of earnings.Price Target Changed • Feb 24Price target increased by 8.5% to AU$1.76Up from AU$1.63, the current price target is an average from 3 analysts. New target price is 40% above last closing price of AU$1.26. Stock is down 20% over the past year. The company is forecast to post earnings per share of AU$0.012 next year compared to a net loss per share of AU$0.0019 last year.Board Change • Feb 23High number of new and inexperienced directorsThere are 5 new directors who have joined the board in the last 3 years. The company's board is composed of: 5 new directors. 1 experienced director. No highly experienced directors. Independent Non-Executive Director Mark Lamont is the most experienced director on the board, commencing their role in 2018. The following issues are considered to be risks according to the Simply Wall St Risk Model: Lack of board continuity. Lack of experienced directors.お知らせ • Feb 173P Learning Limited Announces Resignation of Jia Chen (Liz) Wang as Company Secretary3P Learning Limited advised that Jia Chen (Liz) Wang has resigned as a Company Secretary of the Company effective 17 February 2023. The Board wishes to thank Ms. Wang for her service to 3PL as a Company Secretary and General Counsel over the past few years. Ms Joyce Li will continue as Company Secretary and as the person nominated under Listing Rule 12.6 for communications with ASX with regard to Listing Rule matters.お知らせ • Jan 103P Learning Limited to Report First Half, 2023 Results on Feb 23, 20233P Learning Limited announced that they will report first half, 2023 results on Feb 23, 2023Board Change • Dec 01High number of new and inexperienced directorsThere are 5 new directors who have joined the board in the last 3 years. The company's board is composed of: 5 new directors. 1 experienced director. No highly experienced directors. Independent Non-Executive Director Mark Lamont is the most experienced director on the board, commencing their role in 2018. The following issues are considered to be risks according to the Simply Wall St Risk Model: Lack of board continuity. Lack of experienced directors.お知らせ • Nov 173P Learning Limited (ASX : 3PL) acquired Writing Legends.3P Learning Limited (ASX : 3PL) acquired Writing Legends in November, 2021.3P Learning Limited (ASX : 3PL) completed the acquisition Writing Legends in November, 2021.お知らせ • Nov 163P Learning Limited Elects Craig Coleman as Director3P Learning Limited at the annual general meeting held on November 16, 2022 approved to elect Mr. Craig Coleman as director.Price Target Changed • Nov 16Price target decreased to AU$1.63Down from AU$1.80, the current price target is an average from 2 analysts. New target price is 21% above last closing price of AU$1.35. Stock is down 9.7% over the past year. The company is forecast to post earnings per share of AU$0.012 next year compared to a net loss per share of AU$0.0019 last year.Board Change • Nov 16High number of new and inexperienced directorsThere are 4 new directors who have joined the board in the last 3 years. The company's board is composed of: 4 new directors. 1 experienced director. No highly experienced directors. Independent Non-Executive Director Mark Lamont is the most experienced director on the board, commencing their role in 2018. The company’s lack of experienced directors is considered a risk according to the Simply Wall St Risk Model.お知らせ • Sep 303P Learning Limited (ASX:3PL) acquired Pairwise Pty Ltd.3P Learning Limited (ASX:3PL) acquired Pairwise Pty Ltd on September 30, 2022. Sandy Heldsinger and Stephen Humphry joined 3P Learning Limited. 3P Learning Limited (ASX:3PL) completed the acquisition of Pairwise Pty Ltd on September 30, 2022.お知らせ • Sep 193P Learning Limited, Annual General Meeting, Nov 16, 20223P Learning Limited, Annual General Meeting, Nov 16, 2022, at 10:30 AUS Eastern Standard Time.Reported Earnings • Aug 24Full year 2022 earnings: EPS and revenues exceed analyst expectationsFull year 2022 results: AU$0.002 loss per share (up from AU$0.062 loss in FY 2021). Revenue: AU$97.3m (up 69% from FY 2021). Net loss: AU$536.0k (loss narrowed 94% from FY 2021). Revenue exceeded analyst estimates by 3.9%. Earnings per share (EPS) also surpassed analyst estimates by 100%. Over the next year, revenue is forecast to grow 17%, compared to a 33% growth forecast for the Consumer Services industry in Australia. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 113 percentage points per year, which is a significant difference in performance.お知らせ • Aug 223P Learning Limited Provides Revenue Guidance for the Fiscal Year 20233P Learning Limited provides revenue guidance for the fiscal year 2023. The company expects for Revenue will be between $111.0 million and $115.0 million.お知らせ • Jul 053P Learning Limited to Report Fiscal Year 2022 Results on Aug 22, 20223P Learning Limited announced that they will report fiscal year 2022 results on Aug 22, 2022Price Target Changed • Apr 27Price target increased to AU$1.80Up from AU$1.60, the current price target is an average from 2 analysts. New target price is 18% above last closing price of AU$1.53. Stock is up 18% over the past year. The company is forecast to post a net loss per share of AU$0.01 next year compared to a net loss per share of AU$0.062 last year.Board Change • Apr 27High number of new and inexperienced directorsThere are 4 new directors who have joined the board in the last 3 years. The company's board is composed of: 4 new directors. 1 experienced director. No highly experienced directors. Independent Non-Executive Director Mark Lamont is the most experienced director on the board, commencing their role in 2018. The company’s lack of experienced directors is considered a risk according to the Simply Wall St Risk Model.お知らせ • Apr 193P Learning Limited Appoints Anton Clowes as Chief Financial Officer, Effect from 26 April 20223P Learning Limited announced the appointment of Anton Clowes to the role of Chief Financial Officer with effect from 26 April 2022. Anton brings proven CFO experience to 3PL, having served as CFO of Servcorp Limited for the past 6 years and in a range of previous senior executive and financial roles at DUET Group, Macquarie Group Limited and Deloitte. As previously announced, after 8 years with 3PL, the current CFO Dimitri Aroney will be stepping down in early July for family reasons. Dimitri will work with Anton until then to ensure a smooth transition of duties and responsibilities.Reported Earnings • Feb 27First half 2022 earnings: EPS in line with analyst expectations despite revenue beatFirst half 2022 results: AU$0.017 loss per share (down from AU$0.015 loss in 1H 2021). Revenue: AU$44.5m (up 86% from 1H 2021). Net loss: AU$4.58m (loss widened 116% from 1H 2021). Revenue exceeded analyst estimates by 4.1%. Over the next year, revenue is forecast to grow 30%, compared to a 32% growth forecast for the industry in Australia. Over the last 3 years on average, earnings per share has fallen by 2% per year but the company’s share price has increased by 13% per year, which means it is well ahead of earnings.お知らせ • Feb 253P Learning Limited Reaffirms Revenue Guidance for the Full Year 20223P Learning Limited reaffirmed revenue guidance for the full year 2022. For the year, the company expects revenue will be $92.3 million - $97.2 million.お知らせ • Jan 29+ 1 more update3P Learning Limited Announces Appointment of Ms. Joyce Li to the Role of Joint Company Secretary3P Learning Limited announced appointment of Ms. Joyce Li to the role of Joint Company Secretary. Joyce brings 13 years of transactional, project and regulatory experience, having previously worked at Perpetual Limited, Rest Super, Treasury Group Limited and the Australian Securities and Investments Commission (ASIC), and from each a focus on customers, risk, compliance, corporate governance, and corporate transactions.Price Target Changed • Jan 28Price target increased to AU$1.80Up from AU$1.60, the current price target is provided by 1 analyst. New target price is 10% above last closing price of AU$1.63. Stock is up 21% over the past year. The company posted a net loss per share of AU$0.062 last year.Recent Insider Transactions • Nov 19Independent Non-Executive Director recently bought AU$107k worth of stockOn the 12th of November, Allan Brackin bought around 73k shares on-market at roughly AU$1.47 per share. In the last 3 months, they made an even bigger purchase worth AU$125k. Insiders have collectively bought AU$293k more in shares than they have sold in the last 12 months.Board Change • Nov 01High number of new and inexperienced directorsThere are 4 new directors who have joined the board in the last 3 years. The company's board is composed of: 4 new directors. 1 experienced director. No highly experienced directors. Independent Non-Executive Director Mark Lamont is the most experienced director on the board, commencing their role in 2018. The company’s lack of experienced directors is considered a risk according to the Simply Wall St Risk Model.Board Change • Oct 14High number of new and inexperienced directorsThere are 4 new directors who have joined the board in the last 3 years. The company's board is composed of: 4 new directors. 1 experienced director. No highly experienced directors. Independent Non-Executive Director Mark Lamont is the most experienced director on the board, commencing their role in 2018. The company’s lack of experienced directors is considered a risk according to the Simply Wall St Risk Model.Executive Departure • Oct 03Independent Non-Executive Director Claire Hatton has left the companyOn the 24th of September, Claire Hatton's tenure as Independent Non-Executive Director ended after 7.2 years in the role. As of June 2021, Claire still personally held only 41.53k shares (AU$54k worth at the time). A total of 3 executives have left over the last 12 months. The current median tenure of the management team is less than a year, which is considered inexperienced in the Simply Wall St Risk Model.Executive Departure • Sep 25Independent Non-Executive Director Claire Hatton has left the companyOn the 24th of September, Claire Hatton's tenure as Independent Non-Executive Director ended after 7.2 years in the role. As of June 2021, Claire still personally held only 41.53k shares (AU$54k worth at the time). A total of 3 executives have left over the last 12 months. The current median tenure of the management team is less than a year, which is considered inexperienced in the Simply Wall St Risk Model.Executive Departure • Sep 19Independent Non-Executive Director Samuel Weiss has left the companyOn the 17th of September, Samuel Weiss' tenure as Independent Non-Executive Director ended after 7.2 years in the role. As of June 2021, Samuel still personally held 637.28k shares (AU$835k worth at the time). A total of 2 executives have left over the last 12 months. The current median tenure of the management team is less than a year, which is considered inexperienced in the Simply Wall St Risk Model.Recent Insider Transactions • Sep 16Independent Non-Executive Director recently bought AU$60k worth of stockOn the 15th of September, Allan Brackin bought around 50k shares on-market at roughly AU$1.20 per share. In the last 3 months, they made an even bigger purchase worth AU$125k. Insiders have collectively bought AU$186k more in shares than they have sold in the last 12 months.Recent Insider Transactions • Aug 29Independent Non-Executive Director recently bought AU$125k worth of stockOn the 27th of August, Allan Brackin bought around 100k shares on-market at roughly AU$1.25 per share. This was the largest purchase by an insider in the last 3 months. This was the only on-market transaction from insiders over the last 12 months.Reported Earnings • Aug 26Full year 2021 earnings released: AU$0.062 loss per share (vs AU$0.004 profit in FY 2020)The company reported a soft full year result with weaker earnings and weaker control over costs, although revenues improved. Full year 2021 results: Revenue: AU$57.4m (up 4.3% from FY 2020). Net loss: AU$9.37m (down AU$9.89m from profit in FY 2020). Over the last 3 years on average, earnings per share has increased by 72% per year but the company’s share price has remained flat, which means it is significantly lagging earnings.お知らせ • Aug 253P Learning Limited Provides Earnings Guidance for the Fiscal Year 20223P Learning Limited provided earnings guidance for the fiscal year 2022. For the year, the company expects revenue to be $92.3 million - $97.2 million.Executive Departure • Jun 03Independent Non-Executive Director Roger Amos has left the companyOn the 28th of May, Roger Amos' tenure as Independent Non-Executive Director ended after 6.9 years in the role. As of March 2021, Roger still personally held 83.97k shares (AU$71k worth at the time). A total of 2 executives have left over the last 12 months. The current median tenure of the management team is 1.04 years, which is considered inexperienced in the Simply Wall St Risk Model.お知らせ • May 283P Learning Limited (ASX:3PL) completed the acquisition of Blake eLearning Pty Ltd.3P Learning Limited (ASX:3PL) signed term sheet to acquire Blake eLearning Pty Ltd from Pascal Educational Services Pty Ltd and KPIT Pty Ltd for approximately AUD 190 million on November 20, 2020. Under the terms of consideration, which are subject to adjustments, 90% of the purchase price of approximately AUD 170 million to be satisfied in 3PL scrip and remaining 10% of the purchase price to be paid in cash AUD 18.8 million. 3P Learning Limited will issues 125.3 million shares to the shareholders in Blake representing approximately 47% of the combined entity. As on January 21, 2021, 3P Learning Limited (ASX:3PL) entered into a non-binding term sheet to pursue this transaction. 3P Learning Limited entered into a Share Sale Agreement to acquire Blake eLearning Pty Ltd from Pascal Educational Services Pty Ltd and KPIT Pty Ltd on April 9, 2021. The consideration will be paid by issuance of 137 million 3PL shares to the owners of Blake. The purchase price assumes Blake will have an appropriate level of working capital at completion and will be adjusted for excess cash, debt or debt-like items. Consideration is based on a cash-free and debt-free basis. On completion, the owners of Blake will hold 49.5% of the shares issued in 3PL. Upon completion, Matthew Sandblom, founder and Executive Chairman of Blake, will join the 3PL Board as Non-Executive Chairman together with Craig Coleman, Executive Chairman of the largest shareholder of 3PL, Viburnum. Up to two existing Directors of the 3PL Board will remain on the merged Board and a new Independent Director will be appointed. The deal is subject to due diligence, entry into a binding share sale agreement and 3P Learning shareholder approval. On completion, Jose Palmero, currently Chief Executive Officer of Blake, will become interim Chief Executive Officer of 3PL. Upon completion of the due diligence, 3P Learning will provide provide the market with a comprehensive overview of the acquisition; until then, shareholders do not need to take any action. As on April 12, 2021, the board of 3PL unanimously recommended the 3PL shareholders to vote in favor of the transaction. As of April 19, 2021 Lonergan Edwards & Associates Limited has been appointed as the Independent Expert by the 3PL board to assess the merits of the Merger. The issue of the Shares was approved by 3PL shareholders on May 21, 2021. The deal is expected to be completed on March 22, 2021. As of April 12, 2021, the transaction is expected to close in late May 2021. The Merger is expected to be approximately 279% earnings per share (“EPS”) accretive on a pro forma CY20 basis. 3P Learning Limited (ASX:3PL) completed the acquisition of Blake eLearning Pty Ltd on May 28, 2021.Is New 90 Day High Low • Mar 02New 90-day low: AU$1.22The company is down 11% from its price of AU$1.37 on 02 December 2020. The Australian market is up 4.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Consumer Services industry, which is up 6.0% over the same period.Reported Earnings • Feb 24First half 2021 earnings released: AU$0.011 loss per share (vs AU$0.013 loss in 1H 2020)The company reported a solid first half result with reduced losses, improved revenues and improved control over expenses. First half 2021 results: Revenue: AU$23.9m (up 3.7% from 1H 2020). Net loss: AU$1.52m (loss narrowed 19% from 1H 2020). Over the last 3 years on average, earnings per share has increased by 62% per year but the company’s share price has fallen by 6% per year, which means it is significantly lagging earnings.Price Target Changed • Feb 24Price target raised to AU$1.50Up from AU$1.10, the current price target is provided by 1 analyst. The new target price is 20% above the current share price of AU$1.25.お知らせ • Jan 223P Learning Limited Appoints Jose Palmero, Interim CEO3P Learning Limited refers to its announcement on 23 December 2020 regarding the proposal from Blake eLearning Pty Ltd. ("Blake"). On completion, Jose Palmero, currently CEO of Blake, will become interim CEO of 3PL.お知らせ • Jan 153P Learning Limited to Report First Half, 2021 Results on Feb 22, 20213P Learning Limited announced that they will report first half, 2021 results on Feb 22, 2021お知らせ • Dec 193P Learning Limited, Annual General Meeting, Jan 21, 20213P Learning Limited, Annual General Meeting, Jan 21, 2021, at 14:00 AUS Eastern Standard Time. Location: at 124 Walker Street, North Sydney, 2060 North Sydney New South Wales Australia Agenda: To consider receipt of annual financial report; to consider adoption of the 2020 Remuneration Report; to re-elect Mr Samuel Weiss as a Director; to consider approval of the grant of Performance Rights to the Chief Executive Officer; and to consider approval of proportional takeover provisions. このセクションでは通常、投資家が会社の利益創出能力を理解する一助となるよう、プロのアナリストのコンセンサス予想に基づく収益と利益の成長予測を提示する。しかし、3P Learning は十分な過去のデータを提供しておらず、アナリストの予測もないため、過去のデータを外挿したり、アナリストの予測を使用しても、その将来の収益を確実に算出することはできません。 シンプリー・ウォール・ストリートがカバーする企業の97%は過去の財務データを持っているため、これはかなり稀な状況です。 業績と収益の成長予測ASX:3PL - アナリストの将来予測と過去の財務データ ( )AUD Millions日付収益収益フリー・キャッシュフロー営業活動によるキャッシュ平均アナリスト数12/31/20251081710N/A9/30/20251091711N/A6/30/20251090813N/A3/31/2025109-23-32N/A12/31/2024109-46-13-8N/A9/30/2024109-51-15-10N/A6/30/2024110-57-16-12N/A3/31/2024110-31-50N/A12/31/2023109-6712N/A9/30/20231080610N/A6/30/2023107659N/A3/31/2023106548N/A12/31/2022105447N/A9/30/20221012610N/A6/30/202297-1813N/A3/31/202288-6511N/A12/31/202178-1239N/A9/30/202168-11-15N/A6/30/202157-9-51N/A3/31/202157-5-14N/A12/31/202056047N/A9/30/202056038N/A6/30/202055128N/A3/31/2020542313N/A12/31/2019542313N/A9/30/2019544N/A12N/A6/30/2019556N/A12N/A3/31/201953-8N/A12N/A12/31/201851-22N/A11N/A9/30/201853-20N/A12N/A6/30/201855-19N/A14N/A3/31/201856-6N/A14N/A12/31/2017567N/A14N/A9/30/2017540N/A15N/A6/30/201752-7N/A15N/A3/31/201752-8N/A13N/A12/31/201652-8N/A12N/A9/30/201651-2N/A12N/A6/30/2016504N/A12N/A3/31/2016497N/A15N/A12/31/20154910N/A19N/A9/30/2015477N/A20N/Aもっと見るアナリストによる今後の成長予測収入対貯蓄率: 3PLの予測収益成長が 貯蓄率 ( 3.6% ) を上回っているかどうかを判断するにはデータが不十分です。収益対市場: 3PLの収益がAustralian市場よりも速く成長すると予測されるかどうかを判断するにはデータが不十分です高成長収益: 3PLの収益が今後 3 年間で 大幅に 増加すると予想されるかどうかを判断するにはデータが不十分です。収益対市場: 3PLの収益がAustralian市場よりも速く成長すると予測されるかどうかを判断するにはデータが不十分です。高い収益成長: 3PLの収益が年間20%よりも速く成長すると予測されるかどうかを判断するにはデータが不十分です。一株当たり利益成長率予想将来の株主資本利益率将来のROE: 3PLの 自己資本利益率 が 3 年後に高くなると予測されるかどうかを判断するにはデータが不十分です成長企業の発掘7D1Y7D1Y7D1YConsumer-services 業界の高成長企業。View Past Performance企業分析と財務データの現状データ最終更新日（UTC時間）企業分析2026/07/07 17:26終値2026/07/07 00:00収益2025/12/31年間収益2025/06/30データソース企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。パッケージデータタイムフレーム米国ソース例会社財務10年損益計算書キャッシュ・フロー計算書貸借対照表SECフォーム10-KSECフォーム10-Qアナリストのコンセンサス予想+プラス3年予想財務アナリストの目標株価アナリストリサーチレポートBlue Matrix市場価格30年株価配当、分割、措置ICEマーケットデータSECフォームS-1所有権10年トップ株主インサイダー取引SECフォーム4SECフォーム13Dマネジメント10年リーダーシップ・チーム取締役会SECフォーム10-KSECフォームDEF 14A主な進展10年会社からのお知らせSECフォーム8-K* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。分析モデルとスノーフレークこのレポートを生成するために使用した分析モデルの詳細は、当社の Github ページ でご覧いただけます。また、レポートの使い方に関する ガイド や YouTube の チュートリアル もご用意しています。シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。業界およびセクターの指標私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。アナリスト筋3P Learning Limited 0 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。5 アナリスト機関George GabrielCanaccord Genuity Historic (Wilsons Advisory and Stockbroking Ltd.Stuart McLachlanDeutsche BankBrett CottrellGoldman Sachs2 その他のアナリストを表示
Price Target Changed • Feb 15Price target decreased by 16% to AU$1.20Down from AU$1.43, the current price target is provided by 1 analyst. New target price is 9.1% above last closing price of AU$1.10. Stock is down 13% over the past year. The company posted earnings per share of AU$0.023 last year.
Major Estimate Revision • Dec 22Consensus EPS estimates fall by 30%The consensus outlook for fiscal year 2024 has been updated. 2024 EPS estimate fell from AU$0.023 to AU$0.016. Revenue forecast unchanged from AU$113.4m at last update. Net income forecast to shrink 31% next year vs 19% growth forecast for Consumer Services industry in Australia . Consensus price target up from AU$1.43 to AU$1.48. Share price rose 10.0% to AU$1.32 over the past week.
分析記事 • Aug 20Earnings Beat: 3P Learning Limited Just Beat Analyst Forecasts, And Analysts Have Been Updating Their ModelsAs you might know, 3P Learning Limited ( ASX:3PL ) recently reported its annual numbers. Revenues were AU$107m...
お知らせ • Aug 183P Learning Limited Provides Earnings Guidance for the Fiscal Year 20243P Learning Limited provided earnings guidance for the fiscal year 2024. The Company's FY24 financial guidance for Revenue will be between $112.0 million and $115.0 million.
Price Target Changed • Jul 12Price target decreased by 10% to AU$1.53Down from AU$1.70, the current price target is an average from 2 analysts. New target price is 36% above last closing price of AU$1.12. Stock is down 7.4% over the past year. The company is forecast to post earnings per share of AU$0.011 next year compared to a net loss per share of AU$0.0019 last year.
Price Target Changed • Jul 05Price target decreased by 7.6% to AU$1.63Down from AU$1.76, the current price target is an average from 3 analysts. New target price is 42% above last closing price of AU$1.15. Stock is down 7.3% over the past year. The company is forecast to post earnings per share of AU$0.011 next year compared to a net loss per share of AU$0.0019 last year.
New Risk • Jun 25New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Australian stocks, typically moving 13% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Minor Risks Share price has been volatile over the past 3 months (13% average weekly change). Large one-off items impacting financial results. Market cap is less than US$100m (AU$91.4m market cap, or US$63.0m).
Buy Or Sell Opportunity • Jun 23Now 26% undervaluedOver the last 90 days, the stock has risen 14% to AU$0.33. The fair value is estimated to be AU$0.44, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has been flat over the last 3 years. Meanwhile, the company has become profitable.
お知らせ • Jun 22+ 1 more update3P Learning Limited Announces Executive and Board Changes3P Learning Limited announced that as part of 3PL progressing the evolution of its operating model, including the establishment of dedicated B2B (Schools) and B2C (Homes) divisions to support its strategic priorities and growth, Adam McArthur, currently Operations Officer, will transition to the role of Chief Commercial Officer, B2B, effective July 1, 2026. Lynda Pendino, currently Chief Revenue Officer, will transition to the role of Chief Commercial Officer, B2C. Mireille Steenekamp has been appointed Director, Finance & Risk, reporting to the Chief Executive Officer, and will assume responsibility for internal leadership of the Finance function, including financial reporting, governance and risk. Mireille Steenekamp joined 3P Learning Limited in 2022 as Financial Controller and was promoted to Head of Corporate Finance in 2025.
お知らせ • Jun 203P Learning Limited Recommends Dividend for the Fiscal Year 20263P Learning Limited announced intention to recommence dividends and pay a $9.6 million (3.5 cps) dividend following the release of the Company's FY26 full year results, subject to the requirements of the Corporations Act. Any dividend will only be partially franked, and this announcement is a statement of intention only and does not constitute a declaration of dividend.
Recent Insider Transactions • May 05Executive Chairman recently bought AU$100k worth of stockOn the 28th of April, Matthew Sandblom bought around 350k shares on-market at roughly AU$0.28 per share. This transaction amounted to less than 1% of their direct individual holding at the time of the trade. In the last 3 months, they made an even bigger purchase worth AU$630k. Matthew has been a buyer over the last 12 months, purchasing a net total of AU$1.2m worth in shares.
お知らせ • Apr 093P Learning Announces Reading Eggs Digital Library Is Now Accessible To Ontario Schools3P Learning announced that Reading Eggs - Digital Library, a curriculum-aligned early literacy program, develops essential reading skills through systematic and explicit instruction, highly engaging activities, and rich opportunities for practice and consolidation. Reading Eggs - Digital Library is now an awarded supplier partner on OECM's Literacy Digital Tools and Research Digital Tools Agreement (Category B – Research Digital Tool System). The agreement is part of the Digital Learning Tools offering available to Ontario’s education sector through OECM and has been developed in consultation with the Ministry of Education (MEDU), Educational Computing Network of Ontario (ECNO), and various District School Boards across the province. Through its partnership with OECM, 3P Learning provides Ontario’s education community with Reading Eggs — an evidence-based solution that develops foundational reading, comprehension, and fluency skills for Pre-K to Grade 6 learners. The Reading Eggs - Digital Library is built on evidence-based deliberate practice to develop strong, confident readers with a digital library consisting of over 4,000 leveled books matched to every reader’s level. Used by 20 million students and implemented in 20,000 schools worldwide — Reading Eggs is proven to develop strong phonics and early reading skills through highly engaging lessons that are easy to follow and that match individual learners' abilities. The program is based on solid scientific research, delivering explicit, systematic instruction across the five essential components of reading: phonics, phonemic awareness, fluency, comprehension and vocabulary, and supporting core literacy teaching. The 4,000 leveled eBooks in the Reading Eggs - Digital Library are leveled for young readers and include Canadian First Nations, Metis, and Inuit authored- and themed-texts that reflect these perspectives, stories, and traditions.
Recent Insider Transactions • Apr 09Executive Chairman recently bought AU$630k worth of stockOn the 2nd of April, Matthew Sandblom bought around 2m shares on-market at roughly AU$0.28 per share. This transaction amounted to 4.0% of their direct individual holding at the time of the trade. This was the largest purchase by an insider in the last 3 months. Matthew has been a buyer over the last 12 months, purchasing a net total of AU$879k worth in shares.
Recent Insider Transactions • Mar 31Executive Chairman recently bought AU$517k worth of stockOn the 26th of March, Matthew Sandblom bought around 2m shares on-market at roughly AU$0.28 per share. This transaction amounted to 3.2% of their direct individual holding at the time of the trade. This was the largest purchase by an insider in the last 3 months. Matthew has been a buyer over the last 12 months, purchasing a net total of AU$765k worth in shares.
Recent Insider Transactions • Mar 20Executive Chairman recently bought AU$146k worth of stockOn the 18th of March, Matthew Sandblom bought around 511k shares on-market at roughly AU$0.28 per share. This transaction amounted to less than 1% of their direct individual holding at the time of the trade. This was the largest purchase by an insider in the last 3 months. Matthew has been a buyer over the last 12 months, purchasing a net total of AU$246k worth in shares.
New Risk • Mar 16New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Australian stocks, typically moving 13% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Minor Risks Share price has been volatile over the past 3 months (13% average weekly change). Large one-off items impacting financial results. Market cap is less than US$100m (AU$81.9m market cap, or US$57.7m).
Reported Earnings • Feb 27First half 2026 earnings released: EPS: AU$0.001 (vs AU$0.002 loss in 1H 2025)First half 2026 results: EPS: AU$0.001 (up from AU$0.002 loss in 1H 2025). Revenue: AU$51.9m (down 1.6% from 1H 2025). Net income: AU$354.0k (up AU$1.02m from 1H 2025). Profit margin: 0.7% (up from net loss in 1H 2025). Revenue is forecast to grow 4.9% p.a. on average during the next 3 years, compared to a 6.2% growth forecast for the Consumer Services industry in Australia. Over the last 3 years on average, earnings per share has fallen by 29% per year whereas the company’s share price has fallen by 27% per year.
お知らせ • Feb 26+ 1 more update3P Learning Limited Announces Company Secretary Changes, Effective 24 February 20263P Learning Limited announced that effective 24 February 2026, Joyce Li has resigned as Company Secretary and Eryl Baron has been appointed as Company Secretary. Eryl Baron will be the person responsible for communication with ASX under Listing Rule 12.6.
New Risk • Feb 18New minor risk - Market cap sizeThe company's market capitalization is less than US$100m. Market cap: AU$131.0m (US$92.6m) This is considered a minor risk. Companies with a small market capitalization are most likely businesses that have not yet released a product to market or are simply a very small company without a wide reach. Either way, risk is elevated with these companies because there is a chance the product may not come to fruition or the company's addressable market or demand may not be as large as expected. In addition, if the company's size is the main factor, it is less likely to have many investors and analysts following it and scrutinizing its performance and outlook. Currently, the following risks have been identified for the company: Minor Risks Large one-off items impacting financial results. Market cap is less than US$100m (AU$131.0m market cap, or US$92.6m).
分析記事 • Jan 19Market Participants Recognise 3P Learning Limited's (ASX:3PL) RevenuesWith a median price-to-sales (or "P/S") ratio of close to 1x in the Consumer Services industry in Australia, you could...
お知らせ • Jan 123P Learning Limited to Report First Half, 2026 Results on Feb 24, 20263P Learning Limited announced that they will report first half, 2026 results on Feb 24, 2026
Board Change • Dec 02Insufficient new directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 5 experienced directors. No highly experienced directors. Non-Executive Director Craig Coleman was the last director to join the board, commencing their role in 2022. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.
お知らせ • Sep 183P Learning Limited, Annual General Meeting, Nov 18, 20253P Learning Limited, Annual General Meeting, Nov 18, 2025.
Reported Earnings • Aug 31Full year 2025 earnings released: EPS: AU$0.001 (vs AU$0.21 loss in FY 2024)Full year 2025 results: EPS: AU$0.001 (up from AU$0.21 loss in FY 2024). Revenue: AU$109.1m (flat on FY 2024). Net income: AU$210.0k (up AU$57.3m from FY 2024). Profit margin: 0.2% (up from net loss in FY 2024). Revenue is forecast to grow 4.3% p.a. on average during the next 2 years, compared to a 6.3% growth forecast for the Consumer Services industry in Australia. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 59 percentage points per year, which is a significant difference in performance.
お知らせ • Jul 183P Learning Limited to Report Fiscal Year 2025 Results on Aug 29, 20253P Learning Limited announced that they will report fiscal year 2025 results on Aug 29, 2025
分析記事 • Feb 213P Learning Limited's (ASX:3PL) Shares May Have Run Too Fast Too SoonWhen close to half the companies in the Consumer Services industry in Australia have price-to-sales ratios (or "P/S...
Reported Earnings • Feb 19First half 2025 earnings released: AU$0.002 loss per share (vs AU$0.043 loss in 1H 2024)First half 2025 results: AU$0.002 loss per share (improved from AU$0.043 loss in 1H 2024). Revenue: AU$52.7m (down 2.2% from 1H 2024). Net loss: AU$666.0k (loss narrowed 94% from 1H 2024). Revenue is forecast to grow 4.0% p.a. on average during the next 3 years, compared to a 7.7% growth forecast for the Consumer Services industry in Australia. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 72 percentage points per year, which is a significant difference in performance.
お知らせ • Jan 073P Learning Limited to Report First Half, 2025 Results on Feb 18, 20253P Learning Limited announced that they will report first half, 2025 results on Feb 18, 2025
お知らせ • Dec 203P Learning Limited (ASX:3PL) agreed to acquire Intrepica Pty Ltd.3P Learning Limited (ASX:3PL) agreed to acquire Intrepica Pty Ltd. on December 18, 2024. The expected completion of the transaction is January 3, 2025.
分析記事 • Nov 22More Unpleasant Surprises Could Be In Store For 3P Learning Limited's (ASX:3PL) Shares After Tumbling 29%3P Learning Limited ( ASX:3PL ) shares have had a horrible month, losing 29% after a relatively good period beforehand...
お知らせ • Oct 243P Learning Limited Announces Change of Chief Financial Officer, Effective 18 December 20243P Learning Limited announced that Anton Clowes, the Company's Chief Financial Officer (CFO), has decided to step down from his position, effective 18 December 2024. In the handover and transition of the CFO duties, 3PL also announced the appointment of Adam McArthur in the role of CFO with effect from 18 December 2024. Adam is well known to 3PL, having worked with the business as a consultant in recent months, and during 3PL's acquisition of Blake E-learning in 2021. Adam's appointment will complement 3PL's focus on strategy execution following a period of significant product investment. Anton will work closely with Adam until his departure to ensure a smooth transition of duties and responsibilities.
お知らせ • Oct 183P Learning Limited Announces Board and Committee Changes3P Learning Limited announced that Belinda Rowe has announced the Board that she will not stand for re-election at this year's annual general meeting and will retire from the Board at the conclusion of that meeting. On Belinda's retirement at the close of the AGM the Board does not intend to appoint a new independent non-executive director. Effective 18 October 2024, Mark Lamont has been appointed Chair of the People and Culture Committee.
お知らせ • Sep 203P Learning Limited, Annual General Meeting, Nov 20, 20243P Learning Limited, Annual General Meeting, Nov 20, 2024.
分析記事 • Aug 20Risks To Shareholder Returns Are Elevated At These Prices For 3P Learning Limited (ASX:3PL)3P Learning Limited's ( ASX:3PL ) price-to-sales (or "P/S") ratio of 2.4x may not look like an appealing investment...
Reported Earnings • Aug 17Full year 2024 earnings released: AU$0.21 loss per share (vs AU$0.023 profit in FY 2023)Full year 2024 results: AU$0.21 loss per share (down from AU$0.023 profit in FY 2023). Revenue: AU$110.0m (up 2.6% from FY 2023). Net loss: AU$57.1m (down AU$63.4m from profit in FY 2023). Revenue is forecast to grow 4.5% p.a. on average during the next 3 years, compared to a 6.8% growth forecast for the Consumer Services industry in Australia. Over the last 3 years on average, earnings per share has fallen by 42% per year but the company’s share price has only fallen by 7% per year, which means it has not declined as severely as earnings.
お知らせ • Jul 053P Learning Limited to Report Fiscal Year 2024 Results on Aug 16, 20243P Learning Limited announced that they will report fiscal year 2024 results on Aug 16, 2024
Reported Earnings • Feb 22First half 2024 earnings released: AU$0.043 loss per share (vs AU$0.001 profit in 1H 2023)First half 2024 results: AU$0.043 loss per share (down from AU$0.001 profit in 1H 2023). Revenue: AU$53.9m (up 3.7% from 1H 2023). Net loss: AU$11.9m (down AU$12.3m from profit in 1H 2023). Revenue is forecast to grow 8.0% p.a. on average during the next 3 years, compared to a 9.8% growth forecast for the Consumer Services industry in Australia. Over the last 3 years on average, earnings per share has increased by 68% per year but the company’s share price has fallen by 3% per year, which means it is significantly lagging earnings.
Price Target Changed • Feb 15Price target decreased by 16% to AU$1.20Down from AU$1.43, the current price target is provided by 1 analyst. New target price is 9.1% above last closing price of AU$1.10. Stock is down 13% over the past year. The company posted earnings per share of AU$0.023 last year.
New Risk • Jan 17New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Australian stocks, typically moving 12% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Minor Risks Share price has been volatile over the past 3 months (12% average weekly change). Large one-off items impacting financial results.
Buying Opportunity • Jan 17Now 24% undervalued after recent price dropOver the last 90 days, the stock is down 1.3%. The fair value is estimated to be AU$1.55, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 28% over the last 3 years. Meanwhile, the company has become profitable. For the next 3 years, revenue is forecast to grow by 9.9% per annum. Earnings is also forecast to grow by 41% per annum over the same time period.
お知らせ • Jan 123P Learning Limited to Report First Half, 2024 Results on Feb 20, 20243P Learning Limited announced that they will report first half, 2024 results on Feb 20, 2024
Valuation Update With 7 Day Price Move • Dec 26Investor sentiment improves as stock rises 15%After last week's 15% share price gain to AU$1.32, the stock trades at a forward P/E ratio of 83x. Average forward P/E is 28x in the Consumer Services industry in Australia. Negligible returns to shareholders over past three years.
分析記事 • Dec 22Revenues Not Telling The Story For 3P Learning Limited (ASX:3PL) After Shares Rise 27%3P Learning Limited ( ASX:3PL ) shareholders would be excited to see that the share price has had a great month...
Major Estimate Revision • Dec 22Consensus EPS estimates fall by 30%The consensus outlook for fiscal year 2024 has been updated. 2024 EPS estimate fell from AU$0.023 to AU$0.016. Revenue forecast unchanged from AU$113.4m at last update. Net income forecast to shrink 31% next year vs 19% growth forecast for Consumer Services industry in Australia . Consensus price target up from AU$1.43 to AU$1.48. Share price rose 10.0% to AU$1.32 over the past week.
Valuation Update With 7 Day Price Move • Dec 01Investor sentiment improves as stock rises 19%After last week's 19% share price gain to AU$1.24, the stock trades at a forward P/E ratio of 54x. Average forward P/E is 27x in the Consumer Services industry in Australia. Total loss to shareholders of 9.5% over the past three years.
Board Change • Nov 13High number of new and inexperienced directorsThere are 5 new directors who have joined the board in the last 3 years. The company's board is composed of: 5 new directors. 1 experienced director. No highly experienced directors. Independent Non-Executive Director Mark Lamont is the most experienced director on the board, commencing their role in 2018. The following issues are considered to be risks according to the Simply Wall St Risk Model: Lack of board continuity. Lack of experienced directors.
お知らせ • Sep 273P Learning Limited, Annual General Meeting, Nov 28, 20233P Learning Limited, Annual General Meeting, Nov 28, 2023, at 10:30 AUS Eastern Standard Time.
分析記事 • Aug 20Earnings Beat: 3P Learning Limited Just Beat Analyst Forecasts, And Analysts Have Been Updating Their ModelsAs you might know, 3P Learning Limited ( ASX:3PL ) recently reported its annual numbers. Revenues were AU$107m...
Reported Earnings • Aug 18Full year 2023 earnings: EPS exceeds analyst expectationsFull year 2023 results: EPS: AU$0.023 (up from AU$0.002 loss in FY 2022). Revenue: AU$107.3m (up 10% from FY 2022). Net income: AU$6.37m (up AU$6.91m from FY 2022). Profit margin: 5.9% (up from net loss in FY 2022). Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 130%. Revenue is forecast to grow 8.6% p.a. on average during the next 3 years, compared to a 11% growth forecast for the Consumer Services industry in Australia. Over the last 3 years on average, earnings per share has increased by 49% per year but the company’s share price has fallen by 6% per year, which means it is significantly lagging earnings.
お知らせ • Aug 183P Learning Limited Provides Earnings Guidance for the Fiscal Year 20243P Learning Limited provided earnings guidance for the fiscal year 2024. The Company's FY24 financial guidance for Revenue will be between $112.0 million and $115.0 million.
お知らせ • Aug 043P Learning Limited (ASX:3PL) announces an Equity Buyback for 27,648,417 shares, representing 10% for AUD 10 million.3P Learning Limited (ASX:3PL) announces a share repurchase program. Under the program, the company will repurchase up to 27,648,417 shares, representing 10% of its issued share capital for AUD 10 million. As of August 4, 2023, the company has 276,484,170 shares in issue. The plan will be valid till August 22, 2024.
Price Target Changed • Jul 12Price target decreased by 10% to AU$1.53Down from AU$1.70, the current price target is an average from 2 analysts. New target price is 36% above last closing price of AU$1.12. Stock is down 7.4% over the past year. The company is forecast to post earnings per share of AU$0.011 next year compared to a net loss per share of AU$0.0019 last year.
お知らせ • Jul 063P Learning Limited to Report Fiscal Year 2023 Results on Aug 18, 20233P Learning Limited announced that they will report fiscal year 2023 results on Aug 18, 2023
Price Target Changed • Jul 05Price target decreased by 7.6% to AU$1.63Down from AU$1.76, the current price target is an average from 3 analysts. New target price is 42% above last closing price of AU$1.15. Stock is down 7.3% over the past year. The company is forecast to post earnings per share of AU$0.011 next year compared to a net loss per share of AU$0.0019 last year.
Buying Opportunity • May 17Now 27% undervaluedThe stock has been flat over the last 90 days. The fair value is estimated to be AU$1.51, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 27% over the last 3 years. Meanwhile, the company has become profitable. For the next 3 years, revenue is forecast to grow by 8.9% per annum. Earnings is also forecast to grow by 40% per annum over the same time period.
Recent Insider Transactions • Apr 22Non-Executive Director recently bought AU$1.7m worth of stockOn the 19th of April, Craig Coleman bought around 1m shares on-market at roughly AU$1.20 per share. This transaction amounted to 2.7% of their direct individual holding at the time of the trade. This was the largest purchase by an insider in the last 3 months. Insiders have collectively bought AU$1.9m more in shares than they have sold in the last 12 months.
分析記事 • Apr 183P Learning Limited (ASX:3PL) Shares Could Be 30% Below Their Intrinsic Value EstimateKey Insights The projected fair value for 3P Learning is AU$1.50 based on 2 Stage Free Cash Flow to Equity 3P Learning...
Buying Opportunity • Apr 11Now 22% undervalued after recent price dropOver the last 90 days, the stock is down 7.1%. The fair value is estimated to be AU$1.50, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 27% over the last 3 years. Meanwhile, the company has become profitable. For the next 3 years, revenue is forecast to grow by 8.9% per annum. Earnings is also forecast to grow by 40% per annum over the same time period.
Buying Opportunity • Mar 22Now 20% undervalued after recent price dropOver the last 90 days, the stock is down 4.7%. The fair value is estimated to be AU$1.54, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 27% over the last 3 years. Meanwhile, the company has become profitable. For the next 3 years, revenue is forecast to grow by 8.9% per annum. Earnings is also forecast to grow by 40% per annum over the same time period.
Buying Opportunity • Mar 02Now 21% undervalued after recent price dropOver the last 90 days, the stock is down 3.2%. The fair value is estimated to be AU$1.54, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 27% over the last 3 years. Meanwhile, the company has become profitable. For the next 3 years, revenue is forecast to grow by 8.9% per annum. Earnings is also forecast to grow by 40% per annum over the same time period.
Recent Insider Transactions • Mar 02Independent Non-Executive Director recently bought AU$129k worth of stockOn the 27th of February, Allan Brackin bought around 100k shares on-market at roughly AU$1.29 per share. This transaction amounted to 45% of their direct individual holding at the time of the trade. This was the largest purchase by an insider in the last 3 months. Insiders have collectively bought AU$181k more in shares than they have sold in the last 12 months.
分析記事 • Mar 01Shareholders Can Be Confident That 3P Learning's (ASX:3PL) Earnings Are High QualityEven though 3P Learning Limited's ( ASX:3PL ) recent earnings release was robust, the market didn't seem to notice...
Reported Earnings • Feb 24First half 2023 earnings released: EPS: AU$0.001 (vs AU$0.017 loss in 1H 2022)First half 2023 results: EPS: AU$0.001 (up from AU$0.017 loss in 1H 2022). Revenue: AU$52.4m (up 18% from 1H 2022). Net income: AU$358.0k (up AU$4.94m from 1H 2022). Profit margin: 0.7% (up from net loss in 1H 2022). The move to profitability was driven by higher revenue. Revenue is forecast to grow 9.1% p.a. on average during the next 3 years, compared to a 13% growth forecast for the Consumer Services industry in Australia. Over the last 3 years on average, earnings per share has fallen by 26% per year but the company’s share price has increased by 23% per year, which means it is well ahead of earnings.
Price Target Changed • Feb 24Price target increased by 8.5% to AU$1.76Up from AU$1.63, the current price target is an average from 3 analysts. New target price is 40% above last closing price of AU$1.26. Stock is down 20% over the past year. The company is forecast to post earnings per share of AU$0.012 next year compared to a net loss per share of AU$0.0019 last year.
Board Change • Feb 23High number of new and inexperienced directorsThere are 5 new directors who have joined the board in the last 3 years. The company's board is composed of: 5 new directors. 1 experienced director. No highly experienced directors. Independent Non-Executive Director Mark Lamont is the most experienced director on the board, commencing their role in 2018. The following issues are considered to be risks according to the Simply Wall St Risk Model: Lack of board continuity. Lack of experienced directors.
お知らせ • Feb 173P Learning Limited Announces Resignation of Jia Chen (Liz) Wang as Company Secretary3P Learning Limited advised that Jia Chen (Liz) Wang has resigned as a Company Secretary of the Company effective 17 February 2023. The Board wishes to thank Ms. Wang for her service to 3PL as a Company Secretary and General Counsel over the past few years. Ms Joyce Li will continue as Company Secretary and as the person nominated under Listing Rule 12.6 for communications with ASX with regard to Listing Rule matters.
お知らせ • Jan 103P Learning Limited to Report First Half, 2023 Results on Feb 23, 20233P Learning Limited announced that they will report first half, 2023 results on Feb 23, 2023
Board Change • Dec 01High number of new and inexperienced directorsThere are 5 new directors who have joined the board in the last 3 years. The company's board is composed of: 5 new directors. 1 experienced director. No highly experienced directors. Independent Non-Executive Director Mark Lamont is the most experienced director on the board, commencing their role in 2018. The following issues are considered to be risks according to the Simply Wall St Risk Model: Lack of board continuity. Lack of experienced directors.
お知らせ • Nov 173P Learning Limited (ASX : 3PL) acquired Writing Legends.3P Learning Limited (ASX : 3PL) acquired Writing Legends in November, 2021.3P Learning Limited (ASX : 3PL) completed the acquisition Writing Legends in November, 2021.
お知らせ • Nov 163P Learning Limited Elects Craig Coleman as Director3P Learning Limited at the annual general meeting held on November 16, 2022 approved to elect Mr. Craig Coleman as director.
Price Target Changed • Nov 16Price target decreased to AU$1.63Down from AU$1.80, the current price target is an average from 2 analysts. New target price is 21% above last closing price of AU$1.35. Stock is down 9.7% over the past year. The company is forecast to post earnings per share of AU$0.012 next year compared to a net loss per share of AU$0.0019 last year.
Board Change • Nov 16High number of new and inexperienced directorsThere are 4 new directors who have joined the board in the last 3 years. The company's board is composed of: 4 new directors. 1 experienced director. No highly experienced directors. Independent Non-Executive Director Mark Lamont is the most experienced director on the board, commencing their role in 2018. The company’s lack of experienced directors is considered a risk according to the Simply Wall St Risk Model.
お知らせ • Sep 303P Learning Limited (ASX:3PL) acquired Pairwise Pty Ltd.3P Learning Limited (ASX:3PL) acquired Pairwise Pty Ltd on September 30, 2022. Sandy Heldsinger and Stephen Humphry joined 3P Learning Limited. 3P Learning Limited (ASX:3PL) completed the acquisition of Pairwise Pty Ltd on September 30, 2022.
お知らせ • Sep 193P Learning Limited, Annual General Meeting, Nov 16, 20223P Learning Limited, Annual General Meeting, Nov 16, 2022, at 10:30 AUS Eastern Standard Time.
Reported Earnings • Aug 24Full year 2022 earnings: EPS and revenues exceed analyst expectationsFull year 2022 results: AU$0.002 loss per share (up from AU$0.062 loss in FY 2021). Revenue: AU$97.3m (up 69% from FY 2021). Net loss: AU$536.0k (loss narrowed 94% from FY 2021). Revenue exceeded analyst estimates by 3.9%. Earnings per share (EPS) also surpassed analyst estimates by 100%. Over the next year, revenue is forecast to grow 17%, compared to a 33% growth forecast for the Consumer Services industry in Australia. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 113 percentage points per year, which is a significant difference in performance.
お知らせ • Aug 223P Learning Limited Provides Revenue Guidance for the Fiscal Year 20233P Learning Limited provides revenue guidance for the fiscal year 2023. The company expects for Revenue will be between $111.0 million and $115.0 million.
お知らせ • Jul 053P Learning Limited to Report Fiscal Year 2022 Results on Aug 22, 20223P Learning Limited announced that they will report fiscal year 2022 results on Aug 22, 2022
Price Target Changed • Apr 27Price target increased to AU$1.80Up from AU$1.60, the current price target is an average from 2 analysts. New target price is 18% above last closing price of AU$1.53. Stock is up 18% over the past year. The company is forecast to post a net loss per share of AU$0.01 next year compared to a net loss per share of AU$0.062 last year.
Board Change • Apr 27High number of new and inexperienced directorsThere are 4 new directors who have joined the board in the last 3 years. The company's board is composed of: 4 new directors. 1 experienced director. No highly experienced directors. Independent Non-Executive Director Mark Lamont is the most experienced director on the board, commencing their role in 2018. The company’s lack of experienced directors is considered a risk according to the Simply Wall St Risk Model.
お知らせ • Apr 193P Learning Limited Appoints Anton Clowes as Chief Financial Officer, Effect from 26 April 20223P Learning Limited announced the appointment of Anton Clowes to the role of Chief Financial Officer with effect from 26 April 2022. Anton brings proven CFO experience to 3PL, having served as CFO of Servcorp Limited for the past 6 years and in a range of previous senior executive and financial roles at DUET Group, Macquarie Group Limited and Deloitte. As previously announced, after 8 years with 3PL, the current CFO Dimitri Aroney will be stepping down in early July for family reasons. Dimitri will work with Anton until then to ensure a smooth transition of duties and responsibilities.
Reported Earnings • Feb 27First half 2022 earnings: EPS in line with analyst expectations despite revenue beatFirst half 2022 results: AU$0.017 loss per share (down from AU$0.015 loss in 1H 2021). Revenue: AU$44.5m (up 86% from 1H 2021). Net loss: AU$4.58m (loss widened 116% from 1H 2021). Revenue exceeded analyst estimates by 4.1%. Over the next year, revenue is forecast to grow 30%, compared to a 32% growth forecast for the industry in Australia. Over the last 3 years on average, earnings per share has fallen by 2% per year but the company’s share price has increased by 13% per year, which means it is well ahead of earnings.
お知らせ • Feb 253P Learning Limited Reaffirms Revenue Guidance for the Full Year 20223P Learning Limited reaffirmed revenue guidance for the full year 2022. For the year, the company expects revenue will be $92.3 million - $97.2 million.
お知らせ • Jan 29+ 1 more update3P Learning Limited Announces Appointment of Ms. Joyce Li to the Role of Joint Company Secretary3P Learning Limited announced appointment of Ms. Joyce Li to the role of Joint Company Secretary. Joyce brings 13 years of transactional, project and regulatory experience, having previously worked at Perpetual Limited, Rest Super, Treasury Group Limited and the Australian Securities and Investments Commission (ASIC), and from each a focus on customers, risk, compliance, corporate governance, and corporate transactions.
Price Target Changed • Jan 28Price target increased to AU$1.80Up from AU$1.60, the current price target is provided by 1 analyst. New target price is 10% above last closing price of AU$1.63. Stock is up 21% over the past year. The company posted a net loss per share of AU$0.062 last year.
Recent Insider Transactions • Nov 19Independent Non-Executive Director recently bought AU$107k worth of stockOn the 12th of November, Allan Brackin bought around 73k shares on-market at roughly AU$1.47 per share. In the last 3 months, they made an even bigger purchase worth AU$125k. Insiders have collectively bought AU$293k more in shares than they have sold in the last 12 months.
Board Change • Nov 01High number of new and inexperienced directorsThere are 4 new directors who have joined the board in the last 3 years. The company's board is composed of: 4 new directors. 1 experienced director. No highly experienced directors. Independent Non-Executive Director Mark Lamont is the most experienced director on the board, commencing their role in 2018. The company’s lack of experienced directors is considered a risk according to the Simply Wall St Risk Model.
Board Change • Oct 14High number of new and inexperienced directorsThere are 4 new directors who have joined the board in the last 3 years. The company's board is composed of: 4 new directors. 1 experienced director. No highly experienced directors. Independent Non-Executive Director Mark Lamont is the most experienced director on the board, commencing their role in 2018. The company’s lack of experienced directors is considered a risk according to the Simply Wall St Risk Model.
Executive Departure • Oct 03Independent Non-Executive Director Claire Hatton has left the companyOn the 24th of September, Claire Hatton's tenure as Independent Non-Executive Director ended after 7.2 years in the role. As of June 2021, Claire still personally held only 41.53k shares (AU$54k worth at the time). A total of 3 executives have left over the last 12 months. The current median tenure of the management team is less than a year, which is considered inexperienced in the Simply Wall St Risk Model.
Executive Departure • Sep 25Independent Non-Executive Director Claire Hatton has left the companyOn the 24th of September, Claire Hatton's tenure as Independent Non-Executive Director ended after 7.2 years in the role. As of June 2021, Claire still personally held only 41.53k shares (AU$54k worth at the time). A total of 3 executives have left over the last 12 months. The current median tenure of the management team is less than a year, which is considered inexperienced in the Simply Wall St Risk Model.
Executive Departure • Sep 19Independent Non-Executive Director Samuel Weiss has left the companyOn the 17th of September, Samuel Weiss' tenure as Independent Non-Executive Director ended after 7.2 years in the role. As of June 2021, Samuel still personally held 637.28k shares (AU$835k worth at the time). A total of 2 executives have left over the last 12 months. The current median tenure of the management team is less than a year, which is considered inexperienced in the Simply Wall St Risk Model.
Recent Insider Transactions • Sep 16Independent Non-Executive Director recently bought AU$60k worth of stockOn the 15th of September, Allan Brackin bought around 50k shares on-market at roughly AU$1.20 per share. In the last 3 months, they made an even bigger purchase worth AU$125k. Insiders have collectively bought AU$186k more in shares than they have sold in the last 12 months.
Recent Insider Transactions • Aug 29Independent Non-Executive Director recently bought AU$125k worth of stockOn the 27th of August, Allan Brackin bought around 100k shares on-market at roughly AU$1.25 per share. This was the largest purchase by an insider in the last 3 months. This was the only on-market transaction from insiders over the last 12 months.
Reported Earnings • Aug 26Full year 2021 earnings released: AU$0.062 loss per share (vs AU$0.004 profit in FY 2020)The company reported a soft full year result with weaker earnings and weaker control over costs, although revenues improved. Full year 2021 results: Revenue: AU$57.4m (up 4.3% from FY 2020). Net loss: AU$9.37m (down AU$9.89m from profit in FY 2020). Over the last 3 years on average, earnings per share has increased by 72% per year but the company’s share price has remained flat, which means it is significantly lagging earnings.
お知らせ • Aug 253P Learning Limited Provides Earnings Guidance for the Fiscal Year 20223P Learning Limited provided earnings guidance for the fiscal year 2022. For the year, the company expects revenue to be $92.3 million - $97.2 million.
Executive Departure • Jun 03Independent Non-Executive Director Roger Amos has left the companyOn the 28th of May, Roger Amos' tenure as Independent Non-Executive Director ended after 6.9 years in the role. As of March 2021, Roger still personally held 83.97k shares (AU$71k worth at the time). A total of 2 executives have left over the last 12 months. The current median tenure of the management team is 1.04 years, which is considered inexperienced in the Simply Wall St Risk Model.
お知らせ • May 283P Learning Limited (ASX:3PL) completed the acquisition of Blake eLearning Pty Ltd.3P Learning Limited (ASX:3PL) signed term sheet to acquire Blake eLearning Pty Ltd from Pascal Educational Services Pty Ltd and KPIT Pty Ltd for approximately AUD 190 million on November 20, 2020. Under the terms of consideration, which are subject to adjustments, 90% of the purchase price of approximately AUD 170 million to be satisfied in 3PL scrip and remaining 10% of the purchase price to be paid in cash AUD 18.8 million. 3P Learning Limited will issues 125.3 million shares to the shareholders in Blake representing approximately 47% of the combined entity. As on January 21, 2021, 3P Learning Limited (ASX:3PL) entered into a non-binding term sheet to pursue this transaction. 3P Learning Limited entered into a Share Sale Agreement to acquire Blake eLearning Pty Ltd from Pascal Educational Services Pty Ltd and KPIT Pty Ltd on April 9, 2021. The consideration will be paid by issuance of 137 million 3PL shares to the owners of Blake. The purchase price assumes Blake will have an appropriate level of working capital at completion and will be adjusted for excess cash, debt or debt-like items. Consideration is based on a cash-free and debt-free basis. On completion, the owners of Blake will hold 49.5% of the shares issued in 3PL. Upon completion, Matthew Sandblom, founder and Executive Chairman of Blake, will join the 3PL Board as Non-Executive Chairman together with Craig Coleman, Executive Chairman of the largest shareholder of 3PL, Viburnum. Up to two existing Directors of the 3PL Board will remain on the merged Board and a new Independent Director will be appointed. The deal is subject to due diligence, entry into a binding share sale agreement and 3P Learning shareholder approval. On completion, Jose Palmero, currently Chief Executive Officer of Blake, will become interim Chief Executive Officer of 3PL. Upon completion of the due diligence, 3P Learning will provide provide the market with a comprehensive overview of the acquisition; until then, shareholders do not need to take any action. As on April 12, 2021, the board of 3PL unanimously recommended the 3PL shareholders to vote in favor of the transaction. As of April 19, 2021 Lonergan Edwards & Associates Limited has been appointed as the Independent Expert by the 3PL board to assess the merits of the Merger. The issue of the Shares was approved by 3PL shareholders on May 21, 2021. The deal is expected to be completed on March 22, 2021. As of April 12, 2021, the transaction is expected to close in late May 2021. The Merger is expected to be approximately 279% earnings per share (“EPS”) accretive on a pro forma CY20 basis. 3P Learning Limited (ASX:3PL) completed the acquisition of Blake eLearning Pty Ltd on May 28, 2021.
Is New 90 Day High Low • Mar 02New 90-day low: AU$1.22The company is down 11% from its price of AU$1.37 on 02 December 2020. The Australian market is up 4.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Consumer Services industry, which is up 6.0% over the same period.
Reported Earnings • Feb 24First half 2021 earnings released: AU$0.011 loss per share (vs AU$0.013 loss in 1H 2020)The company reported a solid first half result with reduced losses, improved revenues and improved control over expenses. First half 2021 results: Revenue: AU$23.9m (up 3.7% from 1H 2020). Net loss: AU$1.52m (loss narrowed 19% from 1H 2020). Over the last 3 years on average, earnings per share has increased by 62% per year but the company’s share price has fallen by 6% per year, which means it is significantly lagging earnings.
Price Target Changed • Feb 24Price target raised to AU$1.50Up from AU$1.10, the current price target is provided by 1 analyst. The new target price is 20% above the current share price of AU$1.25.
お知らせ • Jan 223P Learning Limited Appoints Jose Palmero, Interim CEO3P Learning Limited refers to its announcement on 23 December 2020 regarding the proposal from Blake eLearning Pty Ltd. ("Blake"). On completion, Jose Palmero, currently CEO of Blake, will become interim CEO of 3PL.
お知らせ • Jan 153P Learning Limited to Report First Half, 2021 Results on Feb 22, 20213P Learning Limited announced that they will report first half, 2021 results on Feb 22, 2021
お知らせ • Dec 193P Learning Limited, Annual General Meeting, Jan 21, 20213P Learning Limited, Annual General Meeting, Jan 21, 2021, at 14:00 AUS Eastern Standard Time. Location: at 124 Walker Street, North Sydney, 2060 North Sydney New South Wales Australia Agenda: To consider receipt of annual financial report; to consider adoption of the 2020 Remuneration Report; to re-elect Mr Samuel Weiss as a Director; to consider approval of the grant of Performance Rights to the Chief Executive Officer; and to consider approval of proportional takeover provisions.