Learning Technologies Share Discussion Threads

[hazl] 12/6/2023 13:31

Again we have to remember that they have a certain value in cash alone without their business.
The dividend has increased.

[hazl] 12/6/2023 13:29

I am afraid the market showed that before 9o'clock Jeffian.
Ah well.
It might also be about the threat of AI taking over all these businesses...can't say.
Apologises aimingupward2 as I didn't see your post.
You can get the news from Sharecast or any of them.
It reminds me, though, of when they first made laboratory diamonds.
They were alright at first, but eventually, the real deal became the preferred gem and that reflected pricewise, in my opinion.
We will see.

It is the future that counts and they have made a success of their last acquisition, so I am going to give them a chance.
Good firms reinvent themselves when the climate changes.

[aimingupward2] 12/6/2023 13:16

I don't understand why, but I can no longer bring up 'news' as I used to, either on my iPad or my laptop Chromebook.

[jeffian] 12/6/2023 10:08

Click on the link in 'News' above!

[aimingupward2] 12/6/2023 09:45

What’s the gist Hazl, please ? I can’t access it

[jeffian] 12/6/2023 09:29

I'm not sure the market will see it like that, hazl. "In a challenging macro environment we continue to see moderate business momentum in the first half of 2023 supported by a healthy sales pipeline." I think that could be interpreted as 'low organic growth supplemented by acquisitions'.

[hazl] 12/6/2023 07:25

Pleased with that RNS.



They sound confident.

[phillis] 22/5/2023 15:39

Company has a good model but acquisitions have provided the froth
Time for some more

[davidosh] 19/5/2023 18:45

LTG need to return to Mello for the annual conference as investors were able to engage with them there about seven years ago but they have gone quiet....

It is next week and 40 companies coming

[hazl] 19/5/2023 18:26

A good company reinvents itself.

[hazl] 19/5/2023 18:26

Pleased for you Phillis .
I sold some when I saw they were on the way down but glad I kept a few.
You never know.

[phillis] 19/5/2023 18:18

Glad I sold a lot of these at 190p

[toffeeman] 19/5/2023 12:15

If they aren't already embracing AI Chatbots Satchell should take his and leave! :)

[hazl] 19/5/2023 10:47

But agree this just got so low bounce back warranted.

[hazl] 19/5/2023 10:45

It's likely the AI trend that is hurting us and the sector .
But, come the time, when either LTG uses the technology, or they miss the real human contribution, then the fight back will ensue.

Speculation but we will find out in time.

[hazl] 19/5/2023 10:42

A good post faz.

[faz] 19/5/2023 10:34

Well if it does turn there's 20-30% to be made in pretty quick time. I think this is very well placed in more markets than the US and the integration has been a success. I dont have inside knowledge but I do know this industry. This from the recent results is not fluff "Effective January 1, 2023, LEO Learning, a digital learning specialist, integrated with GP Strategies' global content design team to create the world's largest and most creative custom content and learning experience design offering."

[curious11] 17/5/2023 11:11

Shares are repricing to reflect margin compression and slowing earnings growth outlook compounded by fears of a slowing US economy. No idea at what point this is fully priced in

[21ant] 16/5/2023 18:40

I think there are macro impacts on this share as most seem to be suffering, certainly all mine are regardless of sector. The US debt issue seems to be the most urgent but the markets don't feel happy in general at the moment.
Makes this a good share to buy at low levels as when things improve it should rise fairly quickly I would hope.

[cyberian] 16/5/2023 13:45

Share price collapse rather confusing after recent CEO statement...a bit worrying as some large delayed trades observed over the last few days. Any sensible thoughts/comment?

Just had a sudden thought and that is that there is much concern over the US Debt ceiling issue with Republicans in Congress playing hard ball and Biden abroad with G7 meetings etc. for a few days is not helping.

[21ant] 15/5/2023 14:38

Probably as confused as me I would expect.
If this doesn't pick up tomorrow then I'm going to double down on my holding. I was only looking for round £2.30 ish but it's worth well North of that £1.51 so if we start to see a sustained turnaround on the chart I may stick around for much longer. It's definitely one I could hold for some time given the potential.

[aimingupward2] 15/5/2023 13:23

Agreed 21ant. I wonder what the NED who bought at £1.51 in February is thinking of it ! Presumably expecting a return to at least that, which would be a good uplift.

[21ant] 15/5/2023 12:25

Seriously considering topping up here. Current avg. 1.12 which isn’t bad but these prices are ridiculous!

[jeffian] 28/4/2023 10:55

That'll be the ISA's topped up!