Learning Technologies Share Discussion Threads

[cyberian] 11/12/2023 13:48

Encouraging move today and hopefully a good run upwards before Christmas. Again Jonathan Satchell did indicate that the US company would see higher margins in 2H, and previously had stated that some other software houses had been showing some tentative interest in LTG, probably just inquisitive!? Happy to add a few more on any fall-back and even buy if the share price shows signs of stability at current levels and up to 75p. If the latter is approached then I will be more confident and we could easily see 100p yet again.

[cyberian] 08/12/2023 16:12

Fat finger only as the same 2 trades at 90.6 have another at 70.6p, all a bit odd with switching between accounts/holders at an agreed price. Heck I just cut the Russian delegate comment ahead of the UN vote on Gaza/Israel. Never mind a little bit of excitement late on a Friday is always welcome! Hopefully we will see more interest in this share over the coming weeks as I think that they are in good shape with improved growth. Maybe we will see a few more positive comments on this BB.

[lawson27] 08/12/2023 16:01

Showing a massive spike 29.44% rise on google finance?

two trades 15:58 @90.6 ?

Shame, got all excited there for a minute!

[cyberian] 07/12/2023 14:07

The current share price looks like all decent level to buy back in as Jonathan Satchells comments just the other day on the sensible small divestments was rather encouraging as we go into the end of the year results. The US acquisition appears to be improving their margins for the 2H as again indicated by Satchell at the 1H results notice. There are also a number of larger US quoted software houses that may be looking over an acquistion of LTG. I was thinking here of the likes of Atlassian (TEAM code)but there are quite a few other candidates. However, on pure fundamentals I now believe LTG is at a good level to buy or add. Roll on 2023 full results in early '24.

[hazl] 01/12/2023 08:12

Good that they have added.

[hazl] 13/11/2023 07:27

Good post partridge thanks for sharing.

[hazl] 13/11/2023 07:25

Oh good Octopus has increased it's holding .

[21ant] 25/10/2023 11:02

Ridiculous price now whichever way you look at it. Time to top up soon

[partridge1948] 28/9/2023 14:35

I have held since soon after listing.LTG now quite a complex beast for the layman to fully understand the numbers, but the one constant through all past years has been strong cash generation and this again features. It does look as though margins at GPS will improve in the second half and there is a healthy amount of revenue on long term contracts, but no growth expected this year. Debt is uncomfortably high and I am encouraged by the early repayment of $25M being made shortly.US dollar rate has big effect either way on translation of US operations.I will continue to hold, but always dyor.

[petrencf] 28/9/2023 10:55

What are your expectations for next year? Lower revenues, flat performance or back to growth?

[cyberian] 27/9/2023 14:13

No posters here which is a shame. Maybe most have run to the hills now that LTG appears to be perceived as an ex.growth stock.

[cyberian] 25/9/2023 12:30

Oh dear!!! Recent share price trend not that reassuring with 1H results tomorrow. One can only hope that the company project a recovery in 2H which is likely, I hope.

[cyberian] 13/9/2023 13:06

Fairly large sells going through again today so in some doubt as to future direction.

[wad collector] 28/7/2023 21:26

Not sure that a couple of pence is much of a recovery when it has dropped 60p since April , but let us hope...

[petrencf] 28/7/2023 20:02

Decent recovery today.

[aimingupward2] 27/7/2023 09:28

Quite right. Error on my part.

[petrencf] 27/7/2023 07:55

How would it work for their favour? They get less GBP for their USD earnings.

[aimingupward2] 26/7/2023 20:10

The $/£ exchange rate continues to work in LTG’s favour re their dollar earnings in the USA. It was around 1.1 last autumn and has risen since to near 1.3.

[drsamwaa] 26/7/2023 17:57

Glad I dumped these a while back

[toffeeman] 26/7/2023 17:16

Bet I've got more and bigger lemons than you WC

[wad collector] 26/7/2023 15:12

Another lemon in my collection, 4 yr low...

[microscope] 26/7/2023 14:07

Yes this is a quality company with excellent management, good acquisition and growth strategies and a strong business model. I was lucky enough to get in around 40p and sold near the top, albeit several years later.When they say they expect margins to improve in the second half, I believe them as they still have excellent credibility in my eyes. Like many, they've been hit by the the macro environment and possibly currency misjudgements, but long term this remains a fine company.The catch is that institutional Investors on both sides of the pond use stop losses much more nowadays, and that could impact on the share price for a while yet.That should though offer opportunities for PIs to find excellent entry points in the coming months and I am certainly a prospective buyer at the right looking moment.

[21ant] 26/7/2023 10:58

Yes it does appear that way. We won't see any return to share price growth until we see some signs of revenue and ebit growing again. Obviously the numbers they put out in September won't be great but as you say they still look very healthy and a few good months, positive forward statement and maybe a top notch acquisition could reverse this decline. This is a good company.

[1ultimate] 26/7/2023 10:12

This drop seems way overdone to me based on today’s trading update. Should settle around 75p later

All imho DYOR