Learning Technologies Share Discussion Threads

[investor0109] 04/5/2020 17:45

cyberian- I think you're right to be cautious, given the particularly though time we're confronted with. I think it's only right for directors to err on the side of caution and many appear to be doing just that. BMY for example- Leslie-Ann a director there also, incidentally- have a very strong cash position and are without any debt, yet still decided to raise some £8m to bolster their future. The share price might suffer in the short-term as investors understandably get the jitters, though I'd rather that than a company be caught out having been a little too optimistic.

I think LTG will do well in the longer term and may even benefit from all of this as business' consequently amend their strategies in future.

[investor0109] 04/5/2020 17:23

The Runt- I'd been waiting to see what might happen to the price in response to Leslie-Ann's sale- it seems you were right to say it wouldn't affect the price all that much!

[cyberian] 01/5/2020 15:50

Not sure about Leslie-Ann....she appeared a net seller a few days ago along with a tactical large buy/sell swap....sorry, but she leaves me a bit cold in continuing to hold. I have read again in full the recent trading statement and the company appear to attach a lot of contingencies should things start to go adrift. Plus some strong warning about delay in take-up of contracts, some giveaways on software updates, and expecting some customers with their own cash flow problems to delay paying their invoices on time. OK £20 million of savings and one sector achieving higher demand, but comment adding that they are prepared to cut other costs. No recruitment, little marketing, no travel, and no R&D. I hope my caution is mis-placed.

[christh] 01/5/2020 13:58

Likely to see a bounce

[christh] 01/5/2020 13:54

Learning technologies is the future.
They are operating globally,they do not have to be physically present and they are experts in their field.

They generating cash and are a growth and a quality company.
No matter how you are trying to produce negativity,this is a most positive company that have come across.
If it was not for covid 19 the share price would be around 200p.

I do expect good news to come out soon.

[the runt] 01/5/2020 13:34

@investor0109

Fair enough, I accept your general point about directors selling shares ;-)

[investor0109] 01/5/2020 13:23

The Runt- I think you might have taken from my comment something what wasn't written nor intended. Usually directors selling their shares will dent the price somewhat, so I'd assumed £1.6m worth might indeed influence the price in some way.

[investor0109] 01/5/2020 12:52

partridge1948- Whoops, of course! Haha. Sorry, Mr Satchell.

[partridge1948] 01/5/2020 12:40

Not sure Jonathan Satchell would agree that Leslie-Ann is the boss.....

[the runt] 01/5/2020 12:34

Maybe Leslie-Ann is not entirely motivated by money, and will purchase a house rather than waiting indefinitely to make a bigger killing on the markets. She has enough money, why put her life on hold? Don't think anyone cares - won't move the share price one jot.

[blackfoxtrading] 01/5/2020 11:56

My 2p worth.... Iv said this before and il say it again, headquarters with thousands of staff is a thing of the past. Companies will make huge amounts by making ppl work from home and will cut the headcount on who needs to be onsite. We have just proved that businesses can work remotely. Theses costs will be offloaded to workers. Companies will save on rents and still produce. How many bankruptcy have we seen so far? A few even? Hundreds? I have a huge holding in LTG, yes they may make a drop but that isn’t because they have a rubbish model. Il leave the rest to you.

[investor0109] 01/5/2020 11:19

jeffian- whilst I hope you're wrong about the likelihood of a further market sell-off, I tend to agree with you. The wild market swings from bull to bear and back again clearly indicate a lack of consensus as to the extent of economic damage and I believe the market has therefore not yet priced in the worst, which is surely yet to come.

I must admit to having drastically underestimated the economic impact of Covid-19 myself, perhaps because I made the error of drawing comparisons between the current pandemic and those of years gone by. I do maintain that this isn't necessarily a bad time to invest however, as there is value to be found in companies well-placed to weather the storm and even capitalise on it. I believe a sound strategy at this point in time is to make smaller, regular investments in companies with a strong cash position and ability to seize upon the opportunities, few there may be, presented by this outbreak.

It is the aforementioned that makes LTG a good choice, in my opinion. Strong cash position, recurring business on subscription and potentially, an increased demand for many of its services not only in the short-term, but as society adapts as part of a permanent response to this pandemic.

[jeffian] 01/5/2020 09:05

I don't know about LTG - remote learning/training would seem to be exactly what everyone is turning to now - but I agree absolutely about the market failing to price in the potential economic damage. The CEO of Heathrow was being interviewed on business news this morning and he said he didn't expect air travel to recover to previous levels for 15 years! In particular he cited tourism and foreign students, which will impact on retail, hotels, hospitality and universities/colleges, and freight (because less planes will be flying), all leading to a huge reduction in these contributors to the economy. And that's just part of it. I'm staying invested in LTG, where I have a reasonably large holding, but my portfolio is holding a lot of cash now and I can't see a good reason to invest fresh money at these levels. I think we could be in for a really nasty dip.

[investor0109] 01/5/2020 08:01

yump- quite agree. That a handful of business are considering a gradual reopening does not mean that the economy is suddenly back ‘on’. It’s this very attitude that causes a daily seesawing of frenzied buying and panicked selling- such bizarre behaviour but fascinating to witness.

As for LTG- often hit harder that most and I’m still of the opinion that this will fall back to 100p, possibly 60-100p once everybody realises the extent of the economic damage.

[yump] 30/4/2020 20:25

Everyone is not opening up. Wtf is the problem with people not just sticking to the facts ?

[christh] 30/4/2020 14:41

BUSINESS NEWS APRIL 30, 2020 / 2:01 PM / UPDATED 36 MINUTES AGO

Ferrari to gradually restart operations from Monday
2 MIN READ




IT LOOKS THAT FROM MONDAY 4 MAY EVERYONE IS OPENNING UP

UK TO DECIDE YET!!!!

[christh] 30/4/2020 14:35

CNBC
@CNBC 2m
Macy’s is planning to reopen 68 department stores Monday, and expects to have all of its stores reopened in 6 weeks.

[christh] 30/4/2020 14:31

The Runt,
if there is at least some positive news on the data from Gilead the markets will rocket as at least people will return to normality.
But early stages and you take your chance on presented bargains and especially qualit stocks like LTG.

[the runt] 30/4/2020 14:24

@Chris
All we can say is that remdesivir shows a promising line of enquiry. Do you really think Gilead would have risen a measly 7% if it had found a treatment for the virus?

[christh] 30/4/2020 14:08

The Runt30 Apr '20 - 14:49 - 2086 of 2087

I have posted it as it was breaking news on Bloomberg.
Not my opinion!!!!

Itis probably working on some patients depending on the level of infection!

And you are right, I am not a scientist but neither are you!

[thwarnts] 30/4/2020 13:57

Believe what you want, I'm not buying into that.
Until we find or ever find a vaccine, could be a year or years, I'd go and buy 'SNG' potential treatment for Covid-19.
If that works the upside there will be massive. Results will be out in June.

[the runt] 30/4/2020 13:49

Sorry, Chris, but you're talking absolute rubbish - you clearly have no background in science.

[christh] 30/4/2020 13:29

Bloomberg
@business 1m
BREAKING: The FDA is moving at “lightning speed” to review data on Gilead’s experimental Covid-19 treatment remdesivir, Commissioner Stephen Hahn said, after encouraging results emerged from a key U.S. trial


It looks like Gilead is found the treatment for Covid-19

[christh] 29/4/2020 20:47

Data on Gilead drug raises hopes in pandemic fight, Fauci calls it 'highly significant'


A top U.S. health official said Gilead Sciences Inc's experimental antiviral drug remdesivir is likely to become the standard of care for COVID-19 after early results from a key clinical trial on Wednesday showed it helped certain patients recover more quickly from the illness caused by the coronavirus.

Fed leaves rates near zero, vows to use 'full range' of tools to help economy


Federal Reserve policymakers on Wednesday left interest rates near zero and repeated a vow to do what it takes to shore up the economy, saying the ongoing coronavirus pandemic will "weigh heavily" on the near-term outlook and poses "considerable risks" for the medium term.