Learning Technologies Share Discussion Threads

[alter ego] 25/4/2022 19:23

Trading update out. Delayed results. Sounds more positive than might be expected.

[the runt] 25/4/2022 14:21

LTG reporting tomorrow, I think? Disappointing build-up, I guess global issues making this a hard read.

[aimingupward2] 11/4/2022 11:05

Goldman Sachs raise their tp from 214 to 222p - ‘Buy’.

[alphabeta4] 09/3/2022 09:30

Curious for this to go into auction outside the specified times (isn't even as it's up 10% either).

Something afoot?

[the runt] 28/2/2022 10:30

You can also go directly onto the National Bank of Ukraine to donate (hxxps://bank.gov.ua/en/)

[multibagger] 28/2/2022 07:51

Good morning all (more out of habit than a reflection of what is going on)

I made a decent donation to the British Red Cross for their Ukraine Crisis Appeal - it is the least I can do.

A plea to all who can, please donate what you can afford - small drops make an ocean.

Stay brave and strong Ukraine - you are not alone.

[hazl] 04/2/2022 08:47

Quality will out.



IMO

[hazl] 02/2/2022 11:03

Is this the start of the next leg up?

[tole] 27/1/2022 21:08

https://www.fool.co.uk/2022/01/27/2-tech-stocks-id-buy-asap-before-they-recover/Is the era of remote learning over?The pandemic is ongoing. But with vaccines being distributed worldwide, normality is slowly returning to the working lifestyle. This has led to many investors believing Learning Technologies Group (LSE:LTG), a provider of e-learning solutions, could soon be in trouble.Yet despite these fears and the subsequent decline of its share price, the company seems to be thriving. In its latest trading update, its performance came in better than analyst expectations, with revenues reaching as high as £254m. That's nearly double what was generated at the height of the pandemic.To me, this looks like demand for the company's services remains elevated, despite the easing of lockdown restrictions. I will admit, it's too soon to tell whether the boost in performance can be sustained in the long term. And if growth does begin to slow once the pandemic ends, it could send the tech stock further in the wrong direction.But having said that, I remain optimistic. Why? Because e-learning solutions have introduced considerable cost savings for businesses that I doubt many are keen to give up. And that's why I believe LTG's recent tumble could be an excellent buying opportunity for my portfolio.

[hazl] 25/1/2022 16:55

The market has shown it likes the report, even on such a volatile day
for the stock market.

It bodes well.

I'm glad that some people find it interesting.


As somebody above said,the markets always treat acquisitions cautiously, but today's announcement shows that they have enhanced the group and ought to bring in money.

IMO

[the runt] 25/1/2022 16:27

Unless there's a global correction on the markets I would expect we've hit bottom with this one(at least for another year). There may be some profit-taking along the way, but I think the trend should be upwards for the next 2-3 months. Certainly around the £2 by the time they're due to report in April.

[gswredland] 25/1/2022 16:15

'One to monitor for the time being' Interesting, but not to buy

[aimingupward2] 25/1/2022 16:01

I recommend that people look at the 5 yr share price graph here. It strongly suggests that a reversal of trend could be about to start.

[kalai1] 25/1/2022 15:05

Learning Technologies Group plc, a market leader in digital learning and talent management, announced a positive trading update for the year ended 31 December 2021. The Board expects Group revenues to be not less than £254 million (2020: £132.3 million). Strong organic revenue growth is expected to be not less than 7%, adjusted EBIT is expected to be not less than £53.7 million (2020: £40.3 million). This has been driven by organic growth, continued focus on operational excellence and the contribution of the acquisitions completed in the first half of 2021, Reflektive, PDT Global and Bridge. Organic growth, acquisitive growth, efficient growth, profitable growth. And increasing scale. LTG now has more than 5,000 employees in 34 countries and proforma annual revenues in excess of c.£530 million. Valuation is average with forward PE ratio at 19 roughly mid-third for the Professional & Commercial Services sector. Share price lacks momentum and is currently into a 5th month of correction. But the business is solid, delivering growth and reasonably valued. One to monitor for the time being....from WealthOracleAM

hxxps://wealthoracle.co.uk/detailed-result-full/LTG/325

[hazl] 25/1/2022 13:23

I think that you have made a positive post about LTG Jeffian.

However to some the tone might appear pessimistic.


I have liked LTG for a long time and management seem to have made some good decisions.

Let's hope the stock market holds up in difficult times.
However I think LTG have a product that seems resilient.

[aimingupward2] 25/1/2022 10:50

Another company whose shares I hold has issued a very encouraging trading statement this morning - Sopheon, (SPE).

It’s unfamiliar (‘off the radar’)to many investors, I suspect. Take a look if want to widen horizons.

[jeffian] 25/1/2022 10:32

#2626,
hazl, both this co and RWS (same Chair/model) have a history of paying off acquisition costs from cashflow within 2/3 years and I'm sure this will be no different.

#2628,
Don't get me wrong, I'm a huge fan of this company but I always have a wry smile when I see reference to a huge "addressable market" as a bull point. Infamously, this was an argument touted by the Chairman of the awful late-unlamented penny-stock Ten Group (TGR) who said -
"This exciting new franchise opportunity
gives 10 Leisure an entry into a market currently worth £10 billion and growing
(Source: Mintel, 2001)."
They had just opened one mobile kiosk in a local Solihull shopping centre!

[alphabeta4] 25/1/2022 10:30

Agreed Maddox, it's nice this ended up completing in October rather than December as hopefully more of the benefits should pull through to this year now.

[maddox] 25/1/2022 10:13

Excellent update and particularly pleased with the positive news on GP Strategies. Integration risk on acquisition is always a concern so this is very encouraging.

[aimingupward2] 25/1/2022 10:12

“As an enlarged and globally-scaled Group, we are now able to serve a much larger proportion of the GBP100 billion addressable market.”

£100 billion !!

[hazl] 25/1/2022 10:01

'Trading ahead of expectations with strong organic revenue growth; acquisitions performing well, including a swift improvement in GP Strategies

Learning Technologies Group plc, a market leader in digital learning and talent management, is pleased to announce a trading update for the year ended 31 December 2021.

The Board expects Group revenues to be not less than GBP254 million (2020: GBP132.3 million). Strong organic revenue growth on a constant currency basis is expected to be not less than 7%, driven by a robust performance in the Content & Services division returning to 2019 levels, alongside the continued growth within the Software & Platforms division which has a high proportion of multi-year SaaS contracts.

Adjusted EBIT is expected to be not less than GBP53.7 million (2020: GBP40.3 million). This has been driven by organic growth, continued focus on operational excellence and the contribution of the acquisitions completed in the first half of 2021, Reflektive, PDT Global and Bridge. These have been fully integrated and made an important contribution to the Group's results.'

[hazl] 25/1/2022 09:00

Almost doubled in revenue,which will gradually reduce the costs of the acquisition going forward,in my opinion.