Learning Technologies Share Discussion Threads

[christh] 29/11/2019 07:17

Kabouter International Opportunities Fund II, LLC Kabouter International Mission Fund, LLC

5 November
Kabouter Management, LLC increased their holding from 3.35% to 4.01%.

[christh] 29/11/2019 07:11

HALF YEAR RESULTS 2019 6 September 2019

Financial highlights of the trading update

· Revenue up 85% to £62.6m (H1 2018: £33.8m), 74% recurring revenue (H1 2018: 51%)

· Software & Platforms (68% of Group revenue)

o Organic revenue up 7%, excluding PeopleFluent

o PeopleFluent successfully managing retention rates to stabilise revenues

o Growth across Rustici, gomo and Watershed

o BreezyHR integration completed and growing strongly

· Content & Services (32% of Group revenue)

o Organic revenue (excluding CSL contract) down 3% but confident of strong organic growth for FY 2019

o Excellent sales momentum supports expectation of strong H2 for LEO and Preloaded

o Cross-selling supporting recent wins

· Adjusted EBIT ahead of expectations, up 134% to £19.4m (H1 2018: £8.3m)

· Strong margin progression, with EBIT margins up 660 basis points to 31.1%

· Adjusted diluted EPS of 2.228 pence, up 117%

· Proposed interim dividend of 0.25 pence, up 67%

· Good cash generation, resulting in net debt of £13.9m following $12.7m acquisition of Breezy and net debt : EBITDA of 0.3x (H1 2018: 0.8x)

· Robust balance sheet and debt facility supports strong acquisition pipeline

[leona306a] 28/11/2019 13:12

On the 22nd July the trading statement said ,I quote.......STRONG SALES MOMENTUM WITH ERIT MATERIALLY AHEAD OF EXPECTATIONS.This statement still stands

[adealsiddiq110] 28/11/2019 09:54

Thanks Buddy. Looking into it seems to be doing nicely. And yes I also noted that it expects to beat market expectations.

[christh] 28/11/2019 09:28

Adealsiddiq110
Welcome to Ltg, this is a high growth stock and has been over 165p in the past.
The company has made a few acquisitions and is a global company.
Look at the latest trading update,which they said the results will be above expectations.
I have a large holding which I will not sell as I hope to be my pension nest.
I do expect to be around 250p-300p next year as the growth both organically and by acquisition will increase their earnings and their profits.

Do you research and then make up your mind.

[adealsiddiq110] 28/11/2019 08:30

Christh, I sold out on my boohoo and have just started looking at this share now.Looks interesting. If you can help with any background please DM me, understand if it not possible as life is busy and time is money.

[christh] 28/11/2019 07:59

I think the trend now has changed and we are moving higher.
Might get to 128p tomorrow and next week likely to end up at 135p.

[aimingupward2] 27/11/2019 19:46

We know that LGT are looking at possible acquisitions, principally in the USA. I just wonder if that might extend to Sopheon,(SPE). It would take LTG into a new, but not remotely different, area of business involving ‘enterprise innovation management’. And it’s temptingly lowly valued.

[davr0s] 27/11/2019 17:45

Could go anywhere as its a share. I'm riding it forever or until trend breaks

[christh] 27/11/2019 17:05

Revival.
165p my target price but it could overshoot and hit 180p.
Profits are soaring,business is booming
and new acquisitions on the horizon.

[petercgordon] 26/11/2019 20:01

Clearly. So why not her spouse, SIPP or ISA? Either way i am not sure why folks are implying some gain from the transaction (other than tax)?

[jeffian] 26/11/2019 17:18

"I have zero actual knowledge - it is just a guess."

A wrong one, unfortunately! Re-purchasing shares within 30 days of sale negates the gain/loss and the 'new' shares are deemed to inherit the same cost as the old ones. If you've "been doing the same", then you haven't established a gain or loss unless you've done it via 'Bed & ISA', 'Bed & SIPP' or sold and repurchased in your spouse's name. Anyway, it says "bought and sold" which, I assume, indicates the order of the transactions.

[zouppy] 26/11/2019 17:00

Has it occurred to any of you that this might be the Ned in question simply crystallising a capital gain? A Corbyn govt may be a low risk but if he does get into power then 45% CGT would prevail. Since the shares were repurchased on the same day then the only potential loser is a marxist govt. No net sale, just prudent tax planning. I have zero actual knowledge - it is just a guess. I have been doing the same.

[jeffian] 26/11/2019 14:08

IF it was a result of exercising options, there wouldn't be any change to her existing holding, would there? She would simply buy at the option price and promptly sell at the market price.

I wasn't specifically talking about this transaction, Phil, just to note that in fairly regular 'newsflow' via RNS, a pretty substantial proportion is about granting shares/options to themselves!

[cyberian] 26/11/2019 12:53

Why a Buy and Sell for a large holding with NO net change for this non ex. Director...just a technical switch between two accounts...WHY? The share price reacted with some alarm at the time of the announcement, but that was very temporary when investors realised it was just a large "wash"...ie. No change.

[johndoe23] 26/11/2019 11:20

Would rather an RNS stating an earnings accretive acquisition!!

[phillis] 26/11/2019 11:15

jeff
it doesnt say that options were exercised but?

[jeffian] 26/11/2019 11:00

Don't get me wrong, I'm a fan of this company and have a reasonably substantial holding but am I alone in feeling slightly irked that every time I click on a new RNS it seems to involve them issuing shedloads of new shares to themselves or pocketing the proceeds?

This looks like nice work if you can get it -

[tarrant777] 21/11/2019 18:22

I do so love contributors with such an elegant use of the English language.

[tarrant777] 21/11/2019 15:45

"Usual punter rush". What the hell does that mean. It's astonishing that people have time or the inclination to post such rubbish.

[phillis] 21/11/2019 12:43

usual punter rush

[johndoe23] 21/11/2019 12:10

Breakout above range of 115.8p possibly?!

[aimingupward2] 21/11/2019 10:35

Two substantial 25,000 shares buys have gone through in the last few minutes. Somebody really wants these!