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G8 Education Ltd ASX:GEM

0 opened or increased1 held0 reduced or exitedlatest position by manager, past 12 months90 days: 0 increased, 0 reduced. 2 managers in total.

Position history by manager 2 managersSelect a point to see the comment

Opened or increasedHeldReduced or exited Start or end of the position not reported

2026

31 Jul 2025 to today

Commentary 2 comments

DateManagerActionSummary

30 Nov 2025Firetrail InvestmentsHeldFiretrail Investments continues to hold Genesis Minerals because the gold price recovered to US$4,200 per ounce during the month and the company announced that rail agreements have been signed to access the Tower Hill ore deposit. Firetrail Investments believes the Tower orebody is one of the best undeveloped resources projects in Australia, with significant scope for resource expansion through additional drilling, and expects the fully ramped-up asset to generate in excess of A$300 million per annum in free cash flow.

Free Cash Flow Gold MiningMonthly Report, price recorded $0.72

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31 Jul 2025Tyndall Asset ManagementHeldThe manager continues to hold G8 Education (GEM), noting the stock underperformed in July as the childcare industry was rocked by a childcare worker being charged with child abuse, with regulators and the industry working to restore faith in child safety and G8 initiating CCTV in all centres. The manager notes demand will be stimulated by upcoming subsidy increases and that universal childcare remains a key government ambition.

Monthly Report, price recorded $0.90

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First mention by manager

Price recorded at each manager's first comment

Price at first mentionThe share price recorded when each of 2 managers first commented on GEM.

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About G8 Education Ltd

Materials, Diversified Consumer Services

G8 Education (ASX:GEM) is one of Australia's largest early childhood education providers, headquartered on the Gold Coast. The fund manager commentary currently linked to this ticker in the Thesis Tracker dataset refers to Genesis Minerals, a different company, so it has not been used in this summary and should be reviewed. G8 Education operates in the Consumer Discretionary sector within the Diversified Consumer Services industry, and Thesis Tracker has captured 2 comments from 2 fund managers. Founded in 2006, G8 Education operates more than 400 childcare and early learning centres across Australia under brands including Busy Bees, Kids Academy and Community Kids, providing long day care and kindergarten programs, with earnings influenced by occupancy rates, government childcare subsidies, wage costs and regulatory changes in the sector.

Market cap: $71m
Price to earnings: Loss-making
Return on equity: -53.4%
Dividend yield: 12.0%
Price to book: 0.21x
Net margin: -40.9%
52-week range: $0.09 to $0.87

Company figures as of 15 Oct 2026. For information only.

Questions

Who is investing in G8 Education Ltd (ASX:GEM)?

Fund managers including Tyndall Asset Management and Firetrail Investments have invested in G8 Education Ltd (ASX:GEM).

What opportunities or catalysts do fund managers highlight for G8 Education Ltd?

The fund manager commentary attached to this ticker refers to Genesis Minerals rather than G8 Education, so opportunities specific to G8 Education cannot be summarised reliably from this data.

What are the key risks to the G8 Education Ltd investment thesis, according to fund managers?

The fund manager commentary attached to this ticker refers to Genesis Minerals rather than G8 Education, so risks specific to G8 Education cannot be summarised reliably from this data.

What does G8 Education Ltd (ASX:GEM) do?

G8 Education Ltd., founded in 2006 and headquartered in Gold Coast, Australia, is a provider of early childhood education and care. The company specializes in operating and managing childcare centers across Australia, focusing on the delivery of quality early learning services.

General information only. Thesis Tracker reports what named fund managers have published about ASX companies. It does not take into account your objectives, financial situation or needs, and is not financial product advice or a recommendation to buy, sell or hold any security.

11,356 comments from 164 managers on 761 companies, snapshot 15 Oct 2026.

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