Learning Technologies Share Discussion Threads

[hazl] 26/1/2024 13:40

I see this is coming up .

Here we have the speakers.

[yump] 26/1/2024 11:40

I wasn’t expecting that you would be able to explain, as evidenced by your cut and pastes and I’m not sure you really know what they do.

I’m sure someone else can explain.

Is it just a consultancy marketed with a new angle that makes existing things sound more complex than they are ? Like talent management, which is just a part of HR.

Fair enough if thats what they’ve done. Plenty of revenue available from big organisations for that sort of consultancy.

The previous share price explosion and rating says to me that it was viewed as a “new thing” for a while.

I’d like to know if it is, or if its kings new clothes consultancy.

[hazl] 26/1/2024 11:27

The fact that they have brought in enough earnings, to cover so much of their debt, tells me that others value them.

I know you from old so I will leave you to get bored and move on.



The market likes us for good reason.
The customers like us.


IMO

[yump] 26/1/2024 11:21

Its not complicated at all. Its just vague. As I said, I read all that and was none the wiser. I’m sure what they do in practice is not complicated.

I’ve used H&S compliance training. I’ve sent employees on appropriate training courses for their current and future needs in the business. So where do they actually say what they do or what their methods have achieved.

The first paragraph doesn’t tell you what they actually do - its waffle - it could include anything.

Where are the case studies and examples of something actually being done ?

What is talent technology ? What is talent transformation ?

“The Fosway 9-Grid™ provides a unique assessment of the principal learning and talent supply options available to organisations in EMEA”

???

WTF does that mean ?

I won’t be buying just because they’ve got clients and won awards.

[hazl] 26/1/2024 11:03

'About GP Strategies
GP Strategies Corporation, part of Learning Technologies Group, is one of the world’s leading talent transformation providers. By delivering award-winning learning and development solutions, we help organisations transform through their people and achieve meaningful change. GP Strategies has delivered our innovative consulting, learning services and talent technology solutions to over 6,000 organisations globally. Learn more at gpstrategies.com.

About Learning Technologies Group
Learning Technologies Group is a leader in the high-growth workplace learning and talent industry. The Group offers end-to-end learning and talent management solutions ranging from strategic consultancy, through a range of content and platform solutions to analytical insights that help customers transform through their people.

LTG is listed on the London Stock Exchange Alternative Investment Market (LTG.L) and headquartered in London. The Group has offices in Europe, the United States, Asia-Pacific and South America.

LTG’s businesses, including GP Strategies, Effective People, PRELOADED, Rustici Software, Watershed, Open LMS, Bridge, PeopleFluent, Affirmity and VectorVMS, are at the forefront of innovation and best-practice in the learning technology and talent management sectors, and have received numerous awards for their exceptional performance. Our portfolio of brands represents the best of breed and they are acknowledged throughout the industry as market leaders.

For more, visit ltgplc.com.

About the Fosway 9-Grid™
Fosway Group is Europe’s #1 HR industry analyst. The Fosway 9-Grid™ provides a unique assessment of the principal learning and talent supply options available to organisations in EMEA. The analysis is based on extensive independent research and insights from Fosway’s Corporate Research Network of over 150 organisations, including BP, HSBC, PwC, RBS, Sanofi, Shell and Vodafone.'

from ltgplc.com

[hazl] 26/1/2024 10:56

I agree it's complicated yump.

However everything you need to know is here.


It is a fast changing world that affects everything in the human sphere and only those companies which keep up with it are likely to succeed.

Nothing wrong with acquisitions if you see a money maker and though they paid a lot for it at the time, it seems their judgement was correct .
Generally this will help,too.


imo

[yump] 26/1/2024 10:02

Or…

“We deliver tailor-made learning technology for use across your whole business. Anything from basic skills training to complex legal compliance. Our emphasis is on using the latest digital technology, data and metrics to ensure you make the most of all the talent you have within your organisation. Our technologies will help you to align all your training and skills development to outcomes.”

Sounds boring though. 1/10 for buzzword use ;-)

[yump] 26/1/2024 09:42

Its not surprising if LTG isn’t very well known, although it must have been to reach its previous heights !

I’ve been watching this for a long time but haven’t bought. Firstly because the rating was daft but more importantly because I haven’t been able to work out exactly what they do.

Perhaps someone can describe it in non-corporate speak because their main website and several of the others are just full of keywords in long paragraphs.

I did see one reference to clients being helped with compliance by consultants.

Which leads me to think that its a consultancy (like eg PA). Except that the wordy descriptions are full of ‘online’ and ‘metrics’; and ‘digital’;, instead of the usual consultancy speak.

So would I be right in thinking thats what it is, but its being sold to clients from a tech / online / digital angle ?

Because I’ve employed consultancies and they cover everything that LTG do. They just don’t market themselves as digitally led or keep using the learning angle.

Also LTG appear to have grown quite a bit through acquisition, whereas the PA’s of this world have grown organically and most aren’t floated. They’ve just got loaded partners.

Is this anywhere near ?

[hazl] 26/1/2024 09:10

Quality will out.


IMO

[lawson27] 26/1/2024 08:52

Great RNS, onwards and upwards, :-)

[cyberian] 26/1/2024 08:14

Very good.

[hazl] 26/1/2024 08:11

The Group has a substantially reduced net debt5 position of c.£78.6 million (31 December 2022: net debt £119.8 million), significantly better than consensus expectations1, reflecting strong cash generation which has contributed to the continued deleveraging of the balance sheet. On 2 January 2024, LTG completed the disposal of non-core asset Lorien Engineering Solutions for a cash consideration of $21.4 million on a cash and debt free basis (subject to customary adjustments) which further supports the Group's swift deleveraging.

[johndoe23] 26/1/2024 08:11

Some big prints gone through

[hazl] 26/1/2024 08:07

That's more like it!

[18bt] 26/1/2024 07:52

Mkt expecting c10% EPS increase in 2024. PER of about 8x and yield of 2.2% leaves plenty of room for share price appreciation IMHO.

[indiestu] 26/1/2024 07:21

Lovely! Halved the debt position in 12 months. I wish I could do that with my mortgage!

[alphabeta4] 26/1/2024 07:19

Trading update not showing ADVFN but available on LTG website. Bang in line on revenue and ADJ EBIT (£560m, £98m ex non-core sale). Potential relief rally on stabilisation?

[cyberian] 07/1/2024 23:31

jeffian and hazi....I accept both your comments, and will await news from the company's update later this month...makes sense.

[hazl] 07/1/2024 14:50

Well I agree with both of you in different ways.
I did notice that the sector was described wrongly, and it is not alone either!
I also admire your enthusiasm too, cyberian .
I know what it's like.
Jeffian is right that often news will make the market sit up and notice, but to be fair some people might not know this company exists, without a bit of advertising
it!

imo

[jeffian] 07/1/2024 14:35

I'm not sure anyone even looked (I didn't) or cares. I assume that anyone invested or interested in LTG knows exactly what it does. I know nature abhors a vacuum but there's no need to keep on trying to fill it! I'm sure the thread will come to life again when there is some real news.

[cyberian] 07/1/2024 13:49

hazi...thanks for your posts which are very welcome and appreciated.

However,I wonder if it would help our cause and support of LNG to ask the board comment owner (ANDRBEA)to get ADVFN to correctly re-describe our SECTOR involvement as "lead Software house" and NOT "Real Estate Agents & Mgrs." as currently shown. It would not do any harm and in fact may well eliminate any Investor confusion!

[hazl] 06/1/2024 16:42

They state
'
About Learning Technologies Group
Learning Technologies Group is a leader in the high-growth workplace learning and talent industry. The Group offers end-to-end learning and talent management solutions ranging from strategic consultancy, through a range of content and platform solutions to analytical insights that help customers transform through their people.

LTG is listed on the London Stock Exchange Alternative Investment Market (LTG.L) and headquartered in London. The Group has offices in Europe, the United States, Asia-Pacific and South America.

LTG’s businesses, including GP Strategies, Effective People, PRELOADED, Rustici Software, Watershed, Open LMS, Bridge, PeopleFluent, Affirmity and VectorVMS, are at the forefront of innovation and best-practice in the learning technology and talent management sectors, and have received numerous awards for their exceptional performance. Our portfolio of brands represents the best of breed and they are acknowledged throughout the industry as market leaders.'

Since then we have had the acquisition
and disposed of non core assets.

[hazl] 06/1/2024 13:36

The financials at first sight are good improvements year on year.
The liabilities have increased though likely dating from the acquisition I expect.