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Learning Tech. Share Discussion Threads
Showing 401 to 422 of 425 messages
GM 20 Feb
Offer document 21 Feb
Offer unconditional On or before 28 March
|Does anybody know when the placing is due to take place? Despite being in general agreement with the overall sentiment expressed here, I am still surprised to see the share price holding up as well as it has.|
|Agree, particularly as the Netd share price appears to have been supported to some extent by LTG (almost certainly) wisely mopping up any loose shares this week at prices marginally below their offer price.|
|Keeping half an eye on the Net Dimensions share price. So far has remained solid at 95/96-100 which would suggest the market is not currently anticipating any rival offer.|
|Fully agree Tarrant777 - bounce back in the share price today !
Patience will be well rewarded if one has a 3-5 year investment horizon.
Good luck all :)|
|I agree and having ummed and erred for ages about buying this stock (on the grounds that it always looked expensive and I was looking for a 'buying opportunity'!) bought in today (not without a struggle; couldn't buy online and had to pay over the odds to get what I wanted). I have been in RWS for ages and it has done me proud and, despite not having a real handle on the NetDimensions deal (does anyone really know what "a global enterprise solutions provider of talent and learning management systems" is?), Brode's track record of acquiring and integrating businesses and his personal stake in the businesses lead me to back his judgement. If it's alright with him, it's alright with me. I was also impressed that when I was having a wobbly about the impact of currency fluctuations on RWS, I got a personal email back from Brode in short order with a polite and complete response to my enquiries.|
|3 years ago, Andrew Brodie was chairman and largest single shareholder of two small AIM companies, RWS and LTG.The latter had just been reversed into a very small cash shell.Now, the two companies have a market capitalisation in excess of £1bn, and Brodie still hasn't sold a single share-in fact, he has supported LTG's latest proposed acquisition (which if successful will it appears further increase the company's overseas and recurring earnings) by buying more.Seems like a man (and management team) to follow to me.|
|The main thing about the irrevocable undertakings is that 39% of them can (not must) fall away if there is a competing offer of at least 110p. These are the shares held by institutions. They don't have to accept a higher offer - for example they might view our 100p in cash better than 110p in paper. The key date is the indicative 1st Closing Date of 14 March - when LTG can declare their offer unconditional as to acceptances, if over 50%. Once there it would be too late to launch a competing offer.|
|Well done martinthebrave - I am sure that it will be well rewarded !|
|Bought a few more this morning.|
|LTG have irrevocable agreement for the sale 56%+ of the equity already (from memory)...so I am pretty relaxed about completion of the transaction. Let's hope I am right as NETD would be a cracking acquisition for us !|
|well I hope you're right! time will tell.|
|Hi Janeann, Brode and Satchell are masters in the M&A game - they are unlikely to have shown their hand, unless it is already in the bag.
They have been wooing NETD since Oct 2016.|
|my main worry is if there is a rival bid as that could have a big impact on LTG share price|
|Well done fbrj and welcome aboard with that massive buy !
I am sure that we'll all do well out of LTG...good luck all :)|
|Reading the NETD thread, 100p is at the lower end of their expectations and they are hopeful of a competing bid of 110p emerging.|
|On the face of it, paying £50m+ for the acquisition of a company with a 2016 turnover of US$26m, an EBITDA of US$2m and a history of losses looks a bit on the rich side. The dilution of a placing of c.£45m of LTG shares also doesn't help. Management comment on the prospects for the merged entry also appear thin to me. We could be in for a bumpy ride here.|
|Yes - certainly well worth the wait and in fact it hasn't been that long given my first purchase less than 2 yrs ago is getting close to doubling!! Need more patience!!|
|From RNS: "Preloaded and Eukleia are engaged in large scale, global learning campaigns in 2017, for a fast food restaurant chain and a global bank respectively."
The mention of doing business with a global fast food chain and a global bank in 2017 it seemed to have been casually slipped into the RNS, but could belie its significance and potential - I see is a massive revenue generator. Could even be McDonalds.
Satchell is on record about building LTG into £50m revenues - could happen sooner than we think !
If track record is anything to go by, Jonathan Satchell will be on Proactive Investors giving an interview on the latest update, so need to look out for it.
Good luck all :)|
|Margins up. Recurring income up. Overseas earnings (mainly in US $) up from outperforming American subsidiary acquisition. Apparently great achievement in re-writing entire CSL programs.Considerable optimism from highly respected and normally conservative Chairman.What is not to like? No wonder the shares have been marked up and well bought.|
|Delighted with this trading ahead of expectations statement. The debt will worry some no doubt, but not me. It's for a reason. Without a balance of debt and investment/acquisitions most AIM companies remain locked down by remaining niche and happy with what they've got.
LTG wanted to expand from the start, and it has (imho) got things spot on, a strong balance that will lead to further 'transformational growth' as Brode has said again this morning. There's more to come if people are patient and don't sell on profit taking of others.
I see this as an investment stock, not a traders' share and 2017 just looks like growth growth and more growth. maybe i should spend more time on charting.... :)