Learning Technologies Share Discussion Threads

[multibagger] 23/9/2020 19:12

So the RNS this evening, re Neil Elton selling to fund a house purchase, probably explains most of the post results share price weakness !

[ygor705] 23/9/2020 12:14

Andrew Brode is an acquisition-centric entrepreneur with an excellent track record. To my mind you buy the man rather than the company and he has an almost Buffet-style following. I think he has been concentrating his energies on an RWS acquisition of late but it won't be long before his attention return to LTG. Patience is required here.

[cyberian] 23/9/2020 09:55

Not the most inspiring results and not what I was expecting, however, cash generation is OK, and company looks in good shape financially. I am just a little unsure as to where they will find some real growth through their acquisitions...organic growth is poor, but others may disagree.

[phillis] 22/9/2020 15:31

Placing price 127p
Should hopefully provide a floor

[the runt] 22/9/2020 10:30

I think that's prudent under the circumstances. The buccaneering can resume once the global economy settles down.

[partridge1948] 22/9/2020 09:57

Net cash inflow from operating activities just over £20M.Placement proceeds used to pay down debt and rest on deposit until next acquisition comes along.

[phillis] 22/9/2020 08:43

Placement proceeds being used to pay divis

[multibagger] 22/9/2020 08:26

The market seems to love it - that's good enough for me :)

[ygor705] 22/9/2020 07:50

At first glance and given Covid, the interims look ok to me. The eps line is pretty static with a chunk of fx and tax benefits giving support but it's the huge cash generation level that really catches the eye together with forecast revenue growth between now and 2022. We're also getting two dividends rolled into one and there is a small Aussie acquisition plus the appointment of a non exec with an M&A background. The direction of travel seems quite clear to me a sensible market should find comfort in the statement. The problem is whether the market is going to be in a sensible mood!

[phillis] 22/9/2020 07:48

Underwhelming

[johndoe23] 21/9/2020 19:35

Interims tomorrow, any thoughts?

[jeffian] 15/9/2020 18:40

Aye, the same thing happens in my bank account.

[microscope] 15/9/2020 16:47

I think it might have been someuwin (not sure, but usually is!), who is defo not on my filter list.

Person on advfn help couldn't see it. Was initially sceptical that it could have gone, but it surely has!

[jeffian] 15/9/2020 16:19

I do know that if you have filtered the thread originator on any other thread, anything he/she originates will become invisible to you. Mind you, if that is the case, it must be someone I've filtered too because I can't see it either!

[microscope] 15/9/2020 15:51

o/t. I know a few here posted or followed another Brode company GRC.

Thread has vanished, literally, which I thought was 'impossible'.

Anyone else noticed this, or know what happened?

[b dazzler] 04/9/2020 18:30

Cheers, Runt

[the runt] 03/9/2020 19:59

Wall street dive. A lot of stock just sank this afternoon, on the back of Pew resarch and other bearish views; nothing appears specific to LTG. I'd probably wait for this to settle before you add to your isas.

[b dazzler] 03/9/2020 18:35

Big drop today - any reason?
Looking to add with kids isas, maybe even the wife's! lol

[ygor705] 28/8/2020 22:37

Andrew Brode has clearly had his hands full recently with the RWS merger. Now that deal is approaching completion perhaps his focus will switch to LTG.

[microscope] 18/8/2020 12:16

Also been going up pretty much ever since the unfortunately named "Investors Champion" suggested it was too highly valued :)

[the runt] 18/8/2020 11:29

That is true - although I was avoiding making a prediction in terms of direction because I didn't want to be accused of ramping. As a holder, obviously I thought it was a good sign. The last time the BB were so tight, it led to sustained rises.

All that said, I'm not a true believer of charts. My above comment was more tongue in cheek :-) And I'm certainly not an expert, even if I wish I were!

[aimingupward2] 18/8/2020 11:07

Indeed you may. Enjoy the ride.

May I respectfully point out, though, that at the time you didn’t seem to know whether it would break out northwards or south. Direction is more important than timing.

[the runt] 17/8/2020 16:06

If I may modestly point out, the share price has been going North ever since I made my remark about the bollinger bands ;-)

[johndoe23] 07/8/2020 14:41

Very powerful!!