Learning Technologies Share Discussion Threads

[phillis] 04/5/2021 11:30

COO has zero stake

[jeffian] 29/3/2021 11:06

From Citywire fyi -

"Learning Technologies looks on track to hit targets

Digital education group Learning Technologies (LTG) is close to reaching its earnings targets after a period of feverish M&A, says Peel Hunt.

Analyst Jessica Pok retained her ‘buy’ recommendation and target price of 225p on the stock. The shares sold off heavily after annual results were published on Thursday, sliding 9.6%. They then rebounded somewhat on Friday, closing 3%, or 4.6p, higher at 156p.

‘After a period of intense M&A, we expect management’s main focus will be on integrating new acquisitions and growing the core business,’ she said.

‘There will be stronger opportunities for cross-selling and upselling to clients.’

Pok said management was making ‘good progress’ in achieving its full year 2022 financial targets. The group is ‘now only £5m short of its 2022 £66m earnings target’, the analyst estimated."

[phillis] 25/3/2021 17:07

8 purchases with £50m revenues
Too small

[the runt] 25/3/2021 15:42

Not sure there's much porridge you can fit into that bowl, lol

[alter ego] 25/3/2021 15:34

took the words out of my mouth DavR0s

[davr0s] 25/3/2021 15:31

I'm watching but I ain't learning anything :) Intra day bowls are highly unreliable in my experience so ignore them

[12badger] 25/3/2021 12:29

For an edtech company not to grow during a year of the extraordinary adoption of virtual learning is disappointing to say the least. Zoom is the winner not LTG

[jeffian] 25/3/2021 11:13

The results were well flagged in trading updates but they are just 'respectable in the circumstances' rather than "very strong". A PER of 63x-odd requires quite some growth, so I can understand why the share price might soften until it becomes clearer we are back on track.

[1ultimate] 25/3/2021 10:43

160 next target

[1ultimate] 25/3/2021 10:33

Lol watch and learn

[davr0s] 25/3/2021 10:22

You form it by having a bias towards where you think the share price should be/go. Had a look at this a few days ago but decided to wait until after results - good job too. And no I'm not buying this atm given today's price reaction to news

[1ultimate] 25/3/2021 10:06

Uo we go chaps, I hope you all loaded up at the bargain prices lol imho DYOR

[1ultimate] 25/3/2021 09:38

Intra day bowl shape. Let’s wait and see

[alter ego] 25/3/2021 09:37

Not sure I understand how you can form a bowl in one day. Please explain for my education.

[1ultimate] 25/3/2021 09:34

There should be a nice bowl shape by the end of the day imho

[1ultimate] 25/3/2021 09:31

WTF happened here? I thought the results were good? Excellent drop and added a whole load of shares. I’m expecting a close of 160+

[ygor705] 25/3/2021 09:06

Was not expecting much progress in the 2020 p&l account but cash flow and Balance Sheet remain solid. Brode's speciality is to buy companies and make them operate more efficiently. This takes time and the recent acquisition portfolio has been a little fragmented. Personally, I think that the outlook remains very positive here and my suspicion is that the latest dip in the share price will be short lived.

[phillis] 25/3/2021 08:29

Not so many bulls around then

[aconceptisabrick] 25/3/2021 08:12

Very strong results at the end of a coronavirus ravaged year and in line with expectations.Outlook statement optimistic with a strong balance sheet and maintained dividend.Onwards and upwards to a £2 share price this Spring IMHO.

[megasonic] 24/3/2021 17:33

Indeed, full year 2020 report due tomorrow. January trading update gave a good indication of group performance. I'm interested to see how departmental revenues have evolved over the year. 2021 outlook statement will also be telling.

[the runt] 24/3/2021 09:35

LTG reporting tomorrow, I think?

[toffeeman] 06/3/2021 10:49

My last trade was buy at 128 and sell at 161 - so I missed out on 20p.

I would be very happy to re-enter at 125

[the runt] 05/3/2021 19:32

They're waiting patiently for the bears to exhaust themselves ;-) It will be interesting to see how long the share price descent lasts this time. At a guess I would say 125p. But I think we'll see 200p+ this year.

[phillis] 05/3/2021 19:16

The bulls seem to have disappeared

[aimingupward2] 17/2/2021 10:21

Goldman Sachs, who have been so very out of line with other brokers, are no longer recommending ‘sell’ and have raised their tp from 124p to 168p !

Still a long way short of Berenberg. who say 230p.