Learning Technologies Share Discussion Threads

[hazl] 06/1/2024 13:26

Cybrerian you raise some good points but we are at the mercy of the general market
at the moment like everything else.
The geopolitical situation is such that the market isn't always rational.
You will get some companies rise on technical reason alone.

If you think the company is worthy and has enough going on to get through the hard times then the only thing to do is to wait and see or sell if you desperately need the money.
Good luck.

[cyberian] 06/1/2024 12:48

Knock Knock...

[cyberian] 06/1/2024 12:45

Knock Knock...is everyone sitting on their hands and awaiting some positive news expected soon? GP Strategies acquisition was a really strong buy and difficult to understand why the share price dipped below 70p recently whereas above 140p level in anticipation of a significant purchase to more than support high growth from an experienced team at GP Strategies. Funny old markets but I have high hopes than the share price will regain some upward momentum in due course. It's sector has boundless opportunities and we are at last seeing stability in the key US market supported by Treasury Secretary Yellan saying yesterday that the FED has helped to engineer a "soft landing". I am also encouraged by an announcement yesterday that Citi bank is committing themselves to establishing an investment vehicle in China where GP has some significant opportunities for growth. John Pender in today's FT (back-page) writes a good balanced article with the key comment suggesting a change of greater emphasis in labour markets from purely monetary considerations to provide growth.

[cyberian] 03/1/2024 08:56

Seems like everything going to plan without any hiccups and prospects will improve substantially this year. The 2H 2023 is noted as evidencing better margins and the US market has now stabilized and should now progress with increased revenues. Maybe time to add a few more after the surprise New Year fall. I may wait to see how the share price settles before the much awaited update later this month. However, in the event of any further fall we could easily see a T/O with the likes of Atlassian (TEAM) and one or two large US players looking to capture growth to add to their existing businesses and customer cross selling of services where growth in the sector is much in evidence. I single out Atlassian as they have been very aggressive buyers of companies over recent years with excellent management and I would respectfully suggest that in LTG we have a very experienced and capable team in place. An interesting year ahead, hopefully!

[hazl] 03/1/2024 08:30

Confirmation of sale.

[cyberian] 19/12/2023 12:40

Fair comment jeffian. I guess I am trying to validate my own impression/view as I had held at 110p and then decided to exit after a reasonable gain. I now have more confidence in management and their market growth potential mainly through GP Strategies acquistion. A few more bolt-on buys may help add even greater growth prospects. I will probably add a few more if we stay around 80p. Good wishes for Christmas and 2024 to those invested. Take care.

[jeffian] 19/12/2023 11:33

There’s not much room for anyone else!

I expect others will post when they have something to say.

[cyberian] 19/12/2023 10:03

Pity in some ways that there are very few posters here, but then I believe most know the background story and happy to continue to hold. There have been a few portfolio swaps at the same price and some delayed "o" trades showing as sells. Once the share price recovers above 80p I think that we will see more interest with a market update due in the 3rd week of January as is normal. Again I still believe that other US majors are looking at LTG and its business plans for rapid growth through 2025 at least. The CEO has previously stated that other parties have been talking to them so watch that space.

[cyberian] 16/12/2023 13:14

Broken my promise but sense a few investors here need to take some comfort on Goldman Sachs view that the US has turned the corner and as a result I think that we will see further news/action from LTG over the next few months. It is a bit of a climb to recover to the 100p plus as the fall was just part of general market uncertainty, and rather overdone. The share price probably needs a further bolt-on US acquisition to serve notice that growth is very much part of the management planning and development. Again any hint of a fall in the share price will encourage me to add before we reach 80p in the near term.

[cyberian] 14/12/2023 23:39

Orange1....just goggle Learning Technologies Group and you can see every detail, History, Board of Directors etc. etc. Enjoy!!

[orange1] 14/12/2023 17:34

I've taken a long hard look but still don't see any mention of LNG services. Are you referring to Liquefied Natural Gas?

[cyberian] 14/12/2023 13:18

Hi Orange1. I suggest that you take a long hard look at their web site. Their market is a $100 billion so plenty of opportunities to grow and the US environment where they are very active is a big plus. Also I notice that Scottish Mortgage shares are on the rise as they have been strong in the Chinese market despite recent turmoil in the property sector. However, they have a lot of pre-IPO holdings and that will likely be unlocked with the mood change in the US and hopefully in the broader market. Our FTSE 250 is showing a big bounce as investors return to potential high growth opportunities. On LTG we may see some further positive interest as their recent set-back in share price value appears to have been well over done, but that is just my view and others may disagree.

[hazl] 14/12/2023 12:58

Enjoy your posts cyberian, do keep them up.

[hazl] 14/12/2023 12:57

Is that a nice bowl forming?

[orange1] 14/12/2023 12:54

What are LNG services?

[cyberian] 14/12/2023 10:52

Last post I promise, but with the new mood at the US Fed on interest rates which will help LTG and others, the US market appetite for LNG services should also gain. Restoring sight of growth back with LTG helps sentiment and we should see some marked improvements over the next year and longer. The sector is one that has huge appetite/potential.

[cyberian] 12/12/2023 16:18

Added on fall below 72p but noticed many trades showing as sells on ADVFN are in fact buys. I do think that we will see a stronger move higher but sorry that we are attracting very few posters on the BB. I think that this will be my last for a while.

[cyberian] 11/12/2023 16:52

Well at least I am a fan and will add again if these levels are maintained tomorrow, although there are often very wide spreads initially and one is advised to leave the share price to settle after the first hour. That is my experience for what it is worth....not much I guess!!

[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 .