Learning Technologies Share Discussion Threads

[redartbmud] 26/2/2019 09:51

Buy at 65p and sell at 70p?

[r9505571] 26/2/2019 09:27

Yes. No real volume being traded either. Would need a RNS of a new contract win or something

[tarrant777] 25/2/2019 19:28

Disappointing and slightly confusing to see the share price moving backwards and forwards in a 65/70p range despite management having confirmed in Jan that the company continues to outperform expectations and throw off cash. Perhaps further confirmation when the Company publishes full year results in March will see the share price resume an upward trajectory.If not, difficult to know what will move the dial.

[aimingupward2] 13/2/2019 14:39

Well, that’s very encouraging if they really think it can get back to near the peak it went to about 5 months ago in a sudden rush of blood to the head -
and within the foreseeable future. Let’s hope they’re right. Even half way there would be pretty good.

[mfhmfh] 13/2/2019 12:22

Peel Hunt today reiterates buy rating and 150p target price.

[kazoom] 13/2/2019 11:56

OK thanks.

[drsamwaa] 13/2/2019 11:35

Sorry I only had access to it for a short time, but there was nothing concrete in it and didn't really justify its existance other than to offer a small note of caution to all the other broker notes !

[kazoom] 13/2/2019 11:08

Drsamwaa - are you able to elaborate further on the short dossier?

[jeffian] 13/2/2019 10:07

Good update from RWS this morning. Let's hope Brode continues to sprinkle the magic dust here as well.

[drsamwaa] 13/2/2019 09:11

I have read the dossier. It is very weak, full of suppositions, possibilities and vague questions regarding valuation and organic growth. In uncertain times it doesn't take much to scare people though...

[value viper] 12/2/2019 19:16

Does anyone have any idea what the (short) dossier was actually saying ?
Other than assumed valuation / growth projection metrics being questioned.
I wonder if it was more a technical : chart call. If so, shares are seemingly trying to stabilise currently.

[mfhmfh] 12/2/2019 17:34

This from Paul Scott on stockopedia today:

'...I should disclose that I have recently caught 2 falling knives, for companies which seem to have been struck by short sellers, and may be overdue a bounce - namely Learning Technologies (LON:LTG) - where the shorting dossier looks fairly weak to me...'

[ygor705] 11/2/2019 17:42

Haven't been in LTG for some time but the share price fall here has been very sharp and year-end numbers plus news are not that far away. Dipped my toe in at sub 60p and am happy to hold at that level. If they made 3p a share in 2018 that's a historic pe of 20 which I think is reasonable for this outfit.

[drsamwaa] 11/2/2019 13:46

Wait...what?! Berenberg just reiterated and increased price to 190p? Where are they getting these figures from?

[drsamwaa] 11/2/2019 10:05

azure8269..absolutely right, there is nothing positive at the moment and a hell of alot of uncertainty so just too risky to be holding. I still think this is a good company but can't tolerate losing any more equity.

[longshanks] 11/2/2019 10:00

These companies that have done very well in recent times and have lofty valuations are undoubtedly going to show some weakness when the general market softens. As far as I can tell LTGs exposure to South Africa and Asia is very limited, so am surprised to see William quote loss of business there as being a factor.

[azure8269] 11/2/2019 09:57

JamesJJ good post. I would also endorse only using ones own research. In the last 2 weeks I have seen forecast for this share of 160p, and 40p.

I am 100% in cash as I can't see anything to increase share prices until direction USA/China, Brexit, are clearer. Also we have a declining economy in Europe and although a rally since dec 2018, it has been on lower volume than the 1 year average which indicates big investors (from UK and Abroad) are not building portfolios.


Not recommending everyone should be in cash as it depends on what your expected holding period is

[drsamwaa] 11/2/2019 09:35

Thats it, I am out. Prob will shoot back up now, knowing my luck!

[redartbmud] 10/2/2019 19:28

microscope

2013, that is quite a long time.
It would be interesting to see his agenda.

[microscope] 10/2/2019 18:24

Red I meant on the LTG thread, couldn't recall seeing him before., wondered where he got the info about likely losing customers in Africa and Asia etc, all rather specific, I thought, as I don't recall the company mentioning any of it....

And then there's a rather specific reference to the loss of 'over 200' employees elsewhere and the salaries supposedly heading to the bottom line....

Agree James.good comments

Infact I now see that it was William's first post, on ANY thread, since 2013....

[jamesjjj] 10/2/2019 17:24

Microscope William obviously has his own agenda, maybe to encourage the price down to buy at a lower level.I have been trading many years and you see all sorts of comments on bulletin boards from the sensible to the ridiculous. It is normal.DYOR.I take them with a pinch of salt and decide to buy or sell only on my own criteria and have fortunately done very well that way. I have looked at the webcast again and it is very encouraging. The CEO talks about how they have broadened also into talent management and talks about looking for potential "transformational" acquisitions where possible.I have looked at their cashflow and their cash balance has doubled giving them firepower.
Along with the fact that they are major players in their sector they are more likely to swallow up other companies than be swallowed

[redartbmud] 10/2/2019 17:06

william has been posting on ADVFN since 2007. 324 posts.
Maybe not a disaffected employee.

[microscope] 10/2/2019 16:55

William a fairly new poster here sounds to me like a vexed ex-employee with little affinity for the business imho.

Personally expecting to see further profitable acquisitions and the suggestion that they are losing customers 'left right and centre' I can't see any evidence of, though the civil service contract ran its course early because LTG were able to speed it up for the customer.

Premium being paid for strong management I think but imho they are worth it. Better than most on AIM anyway, and many on the main market too, in my view!

[nico115] 10/2/2019 11:15

Fair enough It's compelling but not compelling enough for me Some director buying would tempt me however