Learning Technologies Share Discussion Threads

[hazl] 25/1/2022 08:58

Very good as expected .

[gokarna97] 25/1/2022 08:01

Very positive update. Glad I did a large top-up yesterday. This has aleays been a great company going olaces with great leadership.

[johnwise] 25/1/2022 07:57

Learning Technologies Group PLC Full Year Trading Update and Notice of Results

25/01/2022 7:00am

RNS Number : 4523Z

[aimingupward2] 24/1/2022 16:49

It was a different story today with LTG being marked down along with everything else. However, one crumb of comfort is that buyers have been taking advantage rather than being scared into selling - nearly a million more shares bought than sold.

EDIT: Big turnaround in the U.S. markets this afternoon, all ending in positive territory after being heavily marked down early on. Should give some encouragement here tomorrow.

[hazl] 21/1/2022 18:56

Sounds good aim2.

[aimingupward2] 21/1/2022 17:19

hazl, the 'persistent decline' in the share price certainly didn't continue today in spite of the all round mkt set backs and a number of big sells here. It suggests that mms are happy to take on some stock ahead of the expected trading update, and the anticipated appearance of buyers, next week.

[hazl] 20/1/2022 15:32

Thanks for the posts.
I had felt that perhaps the persistent decline,in the share price, was due partly to the high PE and also to tech being not so popular.
But if they carry on their good work then that ought to eventually be reflected in the share price in my opinion.

[aimingupward2] 19/1/2022 10:55

Probably next week. It was on Jan’ 22nd last year.

[cyberian] 17/1/2022 16:22

I think the preliminary Y/E figures will be good reading as strong hint in late September from the company that earlier purchases have turned more profitable and integration has worked well. They were quite bullish that the figures will meet Y/E expectations and it is noted that GP Strategies usually has a strong 4th Quarter...that may help a little but more is expected once they have jointly (US/UK management) addressed greater efficiencies in cost control and cross selling. GP have some very strong corporate names in their portfolio of long standing, and more revenue growth/earnings is likely through 2022/3. GP's recurring business revenues is quite high, and LTG in September also said that their forward revenue commitments going forward were strong from their various business areas. No doubt that the full year 2021 in late March will be more expansive than what will be announced with the preliminary results.

Hopefully some other posters will make some comments with their views over the coming weeks...always interesting to read other views/expectations.

[cyberian] 13/1/2022 14:30

I have just listened to the interview that Jonathan Satchell gave just after the H1 results in September last year (2021), and quite impressed with his comments going forward with the recent huge GP Strategies now part of the Group from late October. His style is rather reassuring and very balanced with the challenges lying ahead. My key take was that they can achieve faster growth through 2022 and beyond and he appeared very confident that the company can achieve improved profit returns for GP Strategies once integrated within the Group. Satchell is clearly excited about what they can achieve globally, and open to what the analysts have to say in the next few months. The company has a very large number of Institutional holders (81)of some substance holding some 73% of the shares. However, there appears to be a float of shall investors that can influence some degree of volatility in the share price in the short term, but feel that momentum and direction can be influenced by forward guidance when the Y/E prelim. results are declared and reviewed.

Interesting to see that Blackrock continued to increase their shareholding to 7.06% and Liontrust to 12.14% late last year and that Non Ex. Director bought £64,000 of shares at 186p on 11/11/2021. So I conclude that there is great expectations with Covid effect moderating (ironically the CEO has stated that the latter has increased business in some areas), and the major US acquisition will more that double revenues.

[hazl] 13/1/2022 11:22

Not long till results.

[hazl] 11/1/2022 16:11

This was a year ago and look what Berenberg gave as fair value then


Acquisitions are seen as a risk until they have proved themselves, so the share price has drifted.
Soon we will find out whether the management, whose decisions, thus far, have proved sound,have again increased value by this addition.

I can't wait!

[tarrant77] 11/1/2022 16:04

I don't believe that LTG have stopped being a great growth story, managed by an outstanding Chair/CEO partnership-and fully expect them to issue an encouraging trading update in 2/3 weeks time-hopefully confirming that the integration of last Autumn's acquisition in the US is well on track and likely to contribute a meaningful addition to eps in 2022. If so, hopefully the SP, which has been surprisingly weak will quickly recover lost ground-and some!

[hazl] 11/1/2022 15:34

Thank you aimingupward.

[aimingupward2] 11/1/2022 14:01

Fosway are Europe's top human relations analyst, so what they say is worth paying attention to.

Thank you hazl.

[hazl] 11/1/2022 13:23

Learning Technologies Group identified as Strategic Leader in 2021 Fosway 9-Grid™ for Digital Learning.

[hazl] 11/1/2022 13:17

Great fundamentals here and with the acquisition perhaps showing it's mettle already perhaps next results will provide great reading!

[hazl] 11/1/2022 13:14

Looks as if the conference will still go ahead.
I don't know if they will attend?

[hazl] 11/1/2022 11:57

Good to see some people seeing value!

[cyberian] 10/1/2022 15:37

A lot of large same price portfolio swaps going on which may confuse some. The pedigree of senior management/Directors especially the top guy is a strong reinforcement that the company is ambitious and well lead. He has record and that is the bedrock for a lot of comfort that high global growth will be achieved by this vehicle. Again the GP Strategies acquisition is key and that adds confidence that the wide customer base has access to systems that have been proven and sustainable. The share price is pretty close to its 1 year low and certainly as at its 6 month low, and the news over both periods has been quite positive. I had been a "doubting Thomas" on this company previously despite its strong management connections...but all the latest acquisitions have re-awakened my more positive view and hence increased my holding....may need to be patient.

[hazl] 10/1/2022 15:26

Yes I think it might surprise.
Let's hope so.

[cyberian] 10/1/2022 14:13

Average broker forecasts well over 210p for current year...it appears that some stocks just fall out of favour for a while...a sudden bounce could come at any time especially with what we are seeing with quite low average selling size (1,061 shares currently). Reasonable short term opportunity coming with company announcement in a couple of weeks or so, maybe?