3P Learning Management

Management criteria checks 3/4

We currently do not have sufficient information about the CEO.

Key information

Jose Palmero

Chief executive officer

AU$592.6k

Total compensation

CEO salary percentage	87.4%
CEO tenure	2.9yrs
CEO ownership	n/a
Management average tenure	2.9yrs
Board average tenure	2.7yrs

Recent management updates

Recent updates

Revenues Not Telling The Story For 3P Learning Limited (ASX:3PL) After Shares Rise 27%

Dec 22

Earnings Beat: 3P Learning Limited Just Beat Analyst Forecasts, And Analysts Have Been Updating Their Models

Aug 20

3P Learning Limited (ASX:3PL) Shares Could Be 30% Below Their Intrinsic Value Estimate

Apr 18

Shareholders Can Be Confident That 3P Learning's (ASX:3PL) Earnings Are High Quality

Mar 01

CEO Compensation Analysis

How has Jose Palmero's remuneration changed compared to 3P Learning's earnings?
Date	Total Compensation	Salary	Company Earnings
Dec 31 2023	n/a	n/a	-AU$6m
Sep 30 2023	n/a	n/a	AU$218k
Jun 30 2023	AU$593k	AU$518k	AU$6m
Mar 31 2023	n/a	n/a	AU$5m
Dec 31 2022	n/a	n/a	AU$4m
Sep 30 2022	n/a	n/a	AU$2m
Jun 30 2022	AU$978k	AU$573k	-AU$536k
Mar 31 2022	n/a	n/a	-AU$6m
Dec 31 2021	n/a	n/a	-AU$12m
Sep 30 2021	n/a	n/a	-AU$11m
Jun 30 2021	AU$538k	AU$44k	-AU$9m

Compensation vs Market: Jose's total compensation ($USD386.83K) is below average for companies of similar size in the Australian market ($USD636.00K).

Compensation vs Earnings: Jose's compensation has been consistent with company performance over the past year.

CEO

Jose Palmero

2.9yrs

Tenure

AU$592,617

Compensation

Mr. Jose Palmero serves as Chief Executive Officer at 3P Learning Limited since August 25, 2021 and served as Interim Chief Executive Officer since May 28, 2021 until August 25, 2021. Mr. Palmero served as...

Leadership Team

Name	Position	Tenure	Compensation	Ownership
Matthew Sandblom	Executive Chairman	2.9yrs	AU$1.00	20.37% A$ 69.7m
Jose Palmero	Chief Executive Officer	2.9yrs	AU$592.62k	no data
Anton Clowes	Chief Financial Officer	2yrs	AU$421.33k	0.0040% A$ 13.7k
Simon Martin	Chief Technology Officer	4.3yrs	no data	no data
Lynda Pendino	Chief Marketing Officer	2.9yrs	no data	no data
Chris Mathews	Chief Sales Officer	no data	no data	no data
Tania Black	Chief People Officer	no data	no data	no data
Vivek Prahlad	Chief Technology Officer of Group	2.9yrs	no data	no data
Katherine Pike	Chief Product Officer	no data	no data	no data
Joyce Li	Company Secretary	2.3yrs	no data	no data
Jolanta Masojada	Investor Relations Adviser	no data	no data	no data

2.9yrs

Average Tenure

Experienced Management: 3PL's management team is considered experienced (2.9 years average tenure).

Board Members

Name	Position	Tenure	Compensation	Ownership
Matthew Sandblom	Executive Chairman	2.9yrs	AU$1.00	20.37% A$ 69.7m
Craig Coleman	Non-Executive Director	1.4yrs	no data	no data
Allan Brackin	Senior Independent Director	2.7yrs	AU$127.08k	0.12% A$ 403.5k
Belinda Rowe	Independent Non-Executive Director	2.6yrs	AU$138.13k	0.0062% A$ 21.2k
Mark Lamont	Independent Non-Executive Director	6.1yrs	AU$127.08k	no data
Katherine Ostin	Independent Non-Executive Director	2.7yrs	AU$138.13k	no data

2.7yrs

Average Tenure

Experienced Board: 3PL's board of directors are not considered experienced ( 2.7 years average tenure), which suggests a new board.

3P Learning Management

Management criteria checks 3/4

Key information

Recent management updates

High number of new and inexperienced directors

3P Learning Limited, Annual General Meeting, Nov 28, 2023

Non-Executive Director recently bought AU$1.7m worth of stock

Independent Non-Executive Director recently bought AU$129k worth of stock

High number of new and inexperienced directors

3P Learning Limited Announces Resignation of Jia Chen (Liz) Wang as Company Secretary

Recent updates

First half 2024 earnings released: AU$0.043 loss per share (vs AU$0.001 profit in 1H 2023)

Price target decreased by 16% to AU$1.20

New minor risk - Share price stability

Now 24% undervalued after recent price drop

3P Learning Limited to Report First Half, 2024 Results on Feb 20, 2024

Investor sentiment improves as stock rises 15%

Revenues Not Telling The Story For 3P Learning Limited (ASX:3PL) After Shares Rise 27%

Consensus EPS estimates fall by 30%

Investor sentiment improves as stock rises 19%

High number of new and inexperienced directors

3P Learning Limited, Annual General Meeting, Nov 28, 2023

Earnings Beat: 3P Learning Limited Just Beat Analyst Forecasts, And Analysts Have Been Updating Their Models

Full year 2023 earnings: EPS exceeds analyst expectations

3P Learning Limited Provides Earnings Guidance for the Fiscal Year 2024

3P Learning Limited (ASX:3PL) announces an Equity Buyback for 27,648,417 shares, representing 10% for AUD 10 million.

Price target decreased by 10% to AU$1.53

3P Learning Limited to Report Fiscal Year 2023 Results on Aug 18, 2023

Price target decreased by 7.6% to AU$1.63

Now 27% undervalued

Non-Executive Director recently bought AU$1.7m worth of stock

3P Learning Limited (ASX:3PL) Shares Could Be 30% Below Their Intrinsic Value Estimate

Now 22% undervalued after recent price drop

Now 20% undervalued after recent price drop

Now 21% undervalued after recent price drop

Independent Non-Executive Director recently bought AU$129k worth of stock

Shareholders Can Be Confident That 3P Learning's (ASX:3PL) Earnings Are High Quality

First half 2023 earnings released: EPS: AU$0.001 (vs AU$0.017 loss in 1H 2022)

Price target increased by 8.5% to AU$1.76

High number of new and inexperienced directors

3P Learning Limited Announces Resignation of Jia Chen (Liz) Wang as Company Secretary

3P Learning Limited to Report First Half, 2023 Results on Feb 23, 2023

High number of new and inexperienced directors

3P Learning Limited (ASX : 3PL) acquired Writing Legends.

3P Learning Limited Elects Craig Coleman as Director

Price target decreased to AU$1.63

High number of new and inexperienced directors

3P Learning Limited (ASX:3PL) acquired Pairwise Pty Ltd.

3P Learning Limited, Annual General Meeting, Nov 16, 2022

Full year 2022 earnings: EPS and revenues exceed analyst expectations

3P Learning Limited Provides Revenue Guidance for the Fiscal Year 2023

3P Learning Limited to Report Fiscal Year 2022 Results on Aug 22, 2022

Price target increased to AU$1.80

High number of new and inexperienced directors

3P Learning Limited Appoints Anton Clowes as Chief Financial Officer, Effect from 26 April 2022

First half 2022 earnings: EPS in line with analyst expectations despite revenue beat

3P Learning Limited Reaffirms Revenue Guidance for the Full Year 2022

3P Learning Limited Announces Appointment of Ms. Joyce Li to the Role of Joint Company Secretary

Price target increased to AU$1.80

Independent Non-Executive Director recently bought AU$107k worth of stock

High number of new and inexperienced directors

High number of new and inexperienced directors

Independent Non-Executive Director Claire Hatton has left the company

Independent Non-Executive Director Claire Hatton has left the company

Independent Non-Executive Director Samuel Weiss has left the company

Independent Non-Executive Director recently bought AU$60k worth of stock

Independent Non-Executive Director recently bought AU$125k worth of stock

Full year 2021 earnings released: AU$0.062 loss per share (vs AU$0.004 profit in FY 2020)

3P Learning Limited Provides Earnings Guidance for the Fiscal Year 2022

Independent Non-Executive Director Roger Amos has left the company

3P Learning Limited (ASX:3PL) completed the acquisition of Blake eLearning Pty Ltd.

New 90-day low: AU$1.22

First half 2021 earnings released: AU$0.011 loss per share (vs AU$0.013 loss in 1H 2020)

Price target raised to AU$1.50

3P Learning Limited Appoints Jose Palmero, Interim CEO

3P Learning Limited to Report First Half, 2021 Results on Feb 22, 2021

3P Learning Limited, Annual General Meeting, Jan 21, 2021

IXL Australia Pty Ltd cancelled the acquisition of 3P Learning Limited (ASX:3PL) from Viburnum Funds Pty Ltd, Schroder Investment Management Australia Limited, National Nominees Ltd ACF Australian Ethical Investment Ltd, Sterling Equity Pty Ltd, FIL Limited and other shareholders.

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 subject to adjusments.

Think and Learn Private Limited made a non-binding indicative proposal to acquire 3P Learning Limited (ASX:3PL) for approximately AUD 200 million.