Learning Technologies Share Discussion Threads

[aimingupward2] 28/3/2018 16:09

Whether or not on the back of that interview with proactive Inv. or not, (and thanks for posting it multi'), LTG is certainly having a very good day today.

[multibagger] 24/3/2018 06:02

Didn't think that this had been posted from recent interview with Jonathan Satchell...

[mfhmfh] 21/3/2018 16:05

big volume today

[mdr26nlz] 20/3/2018 09:30

Thanks microscope.
You understanding looks microscopic...

[microscope] 19/3/2018 16:31

Thrilled with these results and once again the management have delivered on behalf of shareholders. Prudent debt management has always been paramount mdr and those of us who have followed this management's strategy of bolt-on and build appreciate that in that respect they are always scrupulously responsible. It worries me not a jot. they wouldn't be paying a divvy if they were remotely worried about that.

One thing that will go under the radar I think is this from the statement

'We believe that the next major disruption in the learning profession will be the ability to measure and analyse the effectiveness of learning interventions. By enabling management to understand quantitatively and objectively whether a particular learning intervention has had an impact on performance, businesses and governments will be able to target resources effectively.'

Clearly they have identified where the next growth will come from, and as such it should give us a clue as to the direction acquisitions might go in.

Although it's not exactly the same, a very recent float VRE on AIM is an interesting player, with clients such as the Open University and the BBC. They'll be loss making for a time yet, but I have also taken a small position there.

But LTG remains the star performer in my portfolio and I see no reason not to think they will continue to go from strength to strength and their penetration into the US via NetD is exciting too.

And a very positive chart!

[redartbmud] 19/3/2018 16:30

The gross cash position at 31 December 2017 was £15.7 million (2016: £5.3 million). The Group's net cash at 31 December 2017 was £1.0 million (2016: net debt of £8.5 million). Net cash is defined by gross cash less borrowings.

[mdr26nlz] 19/3/2018 15:51

Sorry all.
Isn't the debt level too high?

[multibagger] 19/3/2018 14:28

Welcome bamboo2 ! I’m sure that there is a lot more growth to come.

Good luck all :)

[bamboo2] 19/3/2018 14:02

Hi mb, joined you here on the breakout this morning with a chart pattern [Ascending Triangle] min. tp of approx 95.4

[multibagger] 19/3/2018 12:19

Not well known I would think...but profile rising well. I have been holding and adding LTG for a few years now. Delighted with the growth and potential :)

Looks like £1 will come in the not too distant future !

[mfhmfh] 19/3/2018 12:14

buy rating reitereated in today's IC

[aimingupward2] 19/3/2018 12:03

Yes, multi, I was just thinking the very same.

How well known is this company amongst private investors I wonder?

[multibagger] 19/3/2018 11:56

Great set of results which could propel us to 90p today/next few days for starters :)

[the juggler] 19/3/2018 08:38

What a great set of results! There is much to look forward to here. This is not a sector I had invested in previously but I can see its potential continuing to grow. Learning and training are huge markets with almost limitless applications.

[mfhmfh] 19/3/2018 08:23

enjoying the ride here.

[quant_investor] 19/3/2018 07:53

Eps of 2.064p vs forecast of 1.98p is a decent beat on expectations that have already been revised upwards several times. Trading ahead of expectations for the current year too.

Should be well recieved by the market.

[aimingupward2] 19/3/2018 07:38

Excellent results and outlook statement out this morning.

“ .....revenues increased by 84% to GBP52.1 million (2016: GBP28.3 million), adjusted EBIT by 102% to GBP14.0 million (2016: GBP7.0 million) and adjusted diluted EPS by 74% to 2.064 pence (2016: 1.184 pence). Adjusted EBIT margins have improved from 24.6% in 2016 to 27.0% in 2017 and we expect sustainable adjusted EBIT margins in the mid-to-high twenties in future periods. Statutory profit before tax for the year was GBP0.7 million compared with a loss before tax of GBP1.2 million for 2016, after accounting for acquisition-related deferred consideration as deemed remuneration.”

“The e-learning industry is highly fragmented, comprising a multitude of small operators with each offering a limited range of services. There are few providers that are able to offer clients truly comprehensive services, which meet their evolving requirements for data-driven solutions, and have the scale and in-depth experience to service large corporations and government organisations. We believe LTG is the only player to provide such a broad service offering.”

The Group has enjoyed a strong start to 2018 and is trading ahead of management's expectations.

There’s plenty more, of course - we’ll worth a read

[molatovkid] 19/3/2018 07:36

Very nice....heading in the right direction

[mysteronz] 18/3/2018 20:07

Apart from the TU figures is there any broker targets to keep an eye out for 2moro?

[the juggler] 18/3/2018 15:41

If the statement in the RNS pre-close update of 22nd January is correct then the Annual Results are out tomorrow.

[the juggler] 12/3/2018 14:53

Looks to be breaking out ahead of results next week.

[microscope] 08/3/2018 18:36

Yep while it pays to start off by being sceptical, it also pays to do a bit of research too. Using the word 'always' in that context is lazy and very novicey.

Investors Champion clearly one to avoid.

Meanwhile looking forward to another bumper set of results here, as already flagged up by management.

[jeffian] 08/3/2018 18:16

I doubt they'll come back and read the responses. They were just spamming this and other threads to promote their site but I imagine that they'll have alienated LTG investors. For those of us who follow Brode's companies, the comments just came across as ill-informed.

[phillis] 08/3/2018 17:15

Investors Chump
Still of the same opinion?

[fbrj] 08/3/2018 17:12

A month or so to y/e results - 4th of April I think.