Learning Technologies Share Discussion Threads

[volsung] 21/9/2018 14:58

Doubled my stake in these. Going nicely

[megasonic] 21/9/2018 14:25

Given LTG's strategy of growth through acquisition, am also wondering what other acquisitions BoD might have in the pipeline. So far they have acquired:1. LEO 2. GoMo 3. PreLoaded 4. NetDimensions 5. PeopleFluentAnd have major stakes in:1. Eukelia 2. Rustici 3. WatershedAnd this is all within the last two financial years. I would not be surprised if BoD announce another acquisition before Full Year results in March 2019.

[megasonic] 21/9/2018 14:18

After today, there's only one trading day to interim results announcement on Tuesday. Looks like share price is building up some momentum as the day approaches.I expect some PI's are interested to see the impact of PeopleFluent acquisition. BoD will probably give us an update on performance of the new unit over the last few months but given the purchase only concluded in June, I don't anticipate there being any impact on revenue until full results in March. Still, am really keen to hear about its performance in these last 3 months. Should PeopleFluent bed into the Group as effectively as past acquisitions, I expect the current 130ish share price to look cheap come Full Results in March 2019.I agree with RM, LTG have a track record of underpromising and overdelivering on results, so would not be surprised if interim results beat forecasts from the Trading Update.

[drsamwaa] 21/9/2018 12:09

sticking...

[multibagger] 21/9/2018 11:23

Results - What I will be paying particular attention to is the post period issue of the integration of PeopleFluent (as we must be close to the 100 day integration plan)and outlook.

Revenue-wise, I don't think that there will be any major surprises, but I expect that will have beaten the numbers stated in July Trading Update. PeopleFluent would have been only 1 month as part of the enlarged LTG as of 30 June 2018, so not sure that LTG will try and attach numbers to that aspect of revenue / what the accounting conventions are in such matters.

I'm a LTH...so this is just a 6 monthly milestone and no investing decision making required from my side at this point.

[chartsworth] 21/9/2018 11:08

Hmmm, hold through results or not? Leaning towards yes...

[jeffian] 20/9/2018 12:27

To be honest, I'm not that fussed as my timescales for this are years rather than days.

[rampmeister] 20/9/2018 12:17

Well they seem to be a company inclined towards under promising and over delivering and consensus revenue forecast likely to be exceeded imv. Let's hope the sell on results brigade are outnumbered by new buyers and those topping up.

RM

[jeffian] 20/9/2018 11:34

He quoted 725. You may well be right, Phillis, but we won't know til after the results will we?

[phillis] 20/9/2018 11:24

think he was referring to my 723

[jeffian] 20/9/2018 11:01

Errr...we haven't had the results yet! Come back after 25/9.

[drsamwaa] 20/9/2018 10:54

thefartingcommie....seems Phillis was right...so less of the sarcasm

[megasonic] 14/9/2018 10:20

Investopia: I've found LTG share price climbs steadily after each set of results (interim and annual) over the last couple years. This is not an overhyped stock, nor is it "ramped up" by BoD. There will ofcourse be some volatility, but I fully expect share price to follow the pattern of previous positive results - which has been an gradual increase of 20-30% over a 4/5 week period. Ofcourse different investors have different strategies and there will be sell offs along the way as some achieve targets and others like Anley top slice. Both these are perfectly sound strategies. IMO, those in LTG for the long haul will reap benefits over the next 3-5 years.

[thefartingcommie] 13/9/2018 16:30

Phillis

but will fall back at results time


ah..Phillis...how nice to see you here again after such a long time.

...here speaks the all knowing voice of all things LTG.;).

We really do value your knowledge here;0..

ps...when exactly was the last time you posted here?..

[phillis] 13/9/2018 16:12

but will fall back at results time

[investopia] 13/9/2018 16:05

Or, breaking out after a fairly solid consolidation, which looks healthy. I'd say further to go in this move...

[phillis] 13/9/2018 15:10

getting too toppy

[megasonic] 12/9/2018 21:42

Tarrant: I don't think I did a great job of clarifying my point earlier. Certainly was not meant as a criticism of BoD, quite the opposite in fact. I'm glad to see an AIM company be so focused on product development. Like yourself, I feel share price will gain over time as other investors realise the potential of what is being built here. I am more surprised that more investors have not picked up on this stock given its performance over the last couple years.So, for any who read my earlier post as a criticism of BoD (gentle or otherwise), please let me leave you in no doubt ... LTG is going places and credit for that lies squarely on the shoulders of a competent, experienced and visionary Board of Directors. And, was that a breakout today? I agree with microscope: the pattern seems familiar. Looking forward to the results: we should see significant positive impact from NetD. IMO, PeopleFluent will add something to the September report (terrific acquisition by the way), but it's full impact will not be evident until March. It's certainly going to be an interesting short (4-6 weeks) and medium term (3-12 months) with LTG. Though personally I am looking at a long term horizon. GLA all!

[tarrant777] 12/9/2018 12:21

Megasonic Some would perhaps consider that gentle criticism of a BOD that appear to be more interested in solidly growing the business than "ramping" a share price is harsh.However, as like many other contributors to this string, my LTG in-price is materially below the current price and I'm very happy to let the market, aided by occasional broker notes, recognise the value.Like others, I will be pleased to read of progress, particularly with the 2 large US acquisitions later this month.

[microscope] 12/9/2018 12:07

On the one hand this could just be a breakout, though it also reminds me a little of the trading pattern before the US acquisition.

[megasonic] 12/9/2018 10:46

The consensus amongst a few people I've spoken with is that LTG will break through (or at least hit) 140 after results day.Given how well this company has performed since reverse takeover and that MCap could soon be £1 billion+, I'm amazed how little chatter there is about it. Granted LTG is still new in the market, but it has already performed well, beat targets and is growing at speed.I get the feeling BoD is more interested in progressing the products rather than marketing the stock ... and that's fine by me because like 'fbrj', I've been in this since late 30s and I'm very satisfied with my investment, especially as I am fully de-risked!Credit to BoD. And thanks to multibagger for your accurate and informed input. Roll on the results !GLA investors

[fbrj] 11/9/2018 12:52

Heading towards interims on 25 Sept. Peel Hunt re-iterated its buy rec on 5 Sept with TP of 140p. If current share price of 120p holds it will be a closing high. It will be interesting to hear how PeopleFluent and NetDimensions are progressing.

LTG remains my largest holding. Bought initially 2 years ago and have been adding since.

[anley] 11/9/2018 12:49

Is this the breakout to 1.44p?

[petersinthemarket] 07/9/2018 19:19

Why is no-one discussing LTG?

[multibagger] 07/9/2018 06:53

While trawling through previous posts...came across this !!

ARC is now about 140p :)


multibagger10 May '18 - 08:13 - 620 of 714 Edit

O/T

Something afoot in ARC IMHO...couldn't buy even 1000 shares online yesterday at 73p. Looks like a big buy order with limit 73p to hoover up whatever comes on the market. Given the very low liquidity, a sharp move to the late 70's is likely on any decent buying (about 100k shares or thereabouts. Interesting to see what happens....

DoI: ARC a decent sized hold for me