Learning Technologies Share Discussion Threads

[tarrant777] 12/4/2019 13:31

Over 20million shares traded today.Extraordinary volumes.

[rampmeister] 12/4/2019 12:22

CEO is confident that they will hit 3 year target revenue of 200m. He says current year forecast revenue of 126.33m is already nailed on given full year Peoplefluent contribution. JS expects that revenue growth plus a few acquisitions (not paid for by shareholders) will ensure 3 year target is met. All 5 brokers covering this have strong buy rating yet share price languishes at October 2017 levels. Could be that market unconvinced by JS guidance but they did hit previous target ahead of time.

RM

[superadams] 12/4/2019 12:15

Relative strength here - or should I say - lack of it is depressing.

[jeffian] 08/4/2019 10:44

Well I'm fairly heavily into these but thought I'd have a few more for my SIPP....and can't get an online quote from HL. Maybe there's just too much going on at the start of the new tax year?

[phillis] 25/3/2019 16:28

RWS was always an international business
Admittedly it has huge scale which - fingers crossed - has worked out well

Brode's chairmanship is probably a help but he is non exec

Oh
And BTW I have enough of these already

[nico115] 25/3/2019 11:21

This has popped up on my radar Why been so dull? Looks good to me

[microscope] 22/3/2019 14:17

I'd say WRS via Andrew Brode has been doing just fine internationally! And so far synergies and progress with PeopleFluent seems to be more than on track to me. Still if you're hoping for a lower entry point, GL, I hope you didn't miss the 65p boat :)

[phillis] 22/3/2019 14:08

they may be top class management but they dont have much experience of running a much larger international business
the current business does not generate sufficient earnings to justify the sp

[microscope] 22/3/2019 10:14

While 150p was too far ahead of the game at the time, that's the reward for top class management in my opinion, Phillis, who have consistently demonstrated their worth here and elsewhere. If every stock were valued on p/e and/or eps fairly equally the stock market would be a dull place indeed.

LTG is likely to be an outperformer for years to come imho, and my personal 12 month target, ie after results this time next year, is anything in the 120-150p range

[phillis] 22/3/2019 09:17

The actual results in no way support the company's heady valuation ( I sold around 130p)

It is mostly anticipation of future deals to be done - which is assuming a lot

[drsamwaa] 22/3/2019 08:42

Good sign... GS quite happy to short their own clients... their target is more realistic too

[semper vigilans] 22/3/2019 08:39

Mkt. cap not tiddler like.

[orange1] 22/3/2019 08:39

GS are joint brokers. See announcement dated 16 Feb 2018.

[toffeeman] 22/3/2019 08:28

No why on earth would GS be interested in an AIM tiddler? :)

[daza70] 22/3/2019 08:18

GOLDMAN INITIATES LEARNING TECHNOLOGIES GROUP WITH BUY - TARGET 113

[tsmith2] 22/3/2019 08:03

Neither can i

[rafieh] 22/3/2019 08:02

Can't see it.

[rampmeister] 21/3/2019 14:04

Tarrant777 - JS speaking on Proactive Investor said they were only looking for smaller acquisitions to be funded out of their own resources and not involving shareholders. So no Peoplefluent type acquisitions contemplated at this stage.

RM

[christophert] 21/3/2019 11:28

Agree with many of the comments, and markets are generally subdued today which isn't helping imo. Logic suggests LTG should climb again later on today or tomorrow as the results news re-asserts itself, but then again, who knows.

[drsamwaa] 21/3/2019 10:51

It's going to be a while before confidence returns...a year ago results like that would have caused the share price to go ballistic

[tarrant777] 21/3/2019 10:00

Management I suspect must be very frustrated by the underwhelming share price response to what appeared to me to be excellent figures together with CEO's confirmation that 2019 has started strongly and that the anticipated profits are already confidently expected by the board.Biggest frustration possibly is the reduced attraction of using equity to help fund any major acquisitions, but the company clearly has plenty of debt capacity for more modest bolt ons. By some margin my biggest holding.Strong hold for me and a further buy on any more weakness.

[toffeeman] 21/3/2019 09:46

Reason:

Learning Technologies, the business support services group, fell 5½p, or 7 per cent, to 73½p, after analysts at Canaccord Genuity highlighted the company’s “slowing organic growth” against tough competition. The broker maintained its “buy” recommendation but cut its target price from 150p to 105p.

[old fool2] 21/3/2019 09:25

What is going on with this share? Is this being shorted? All the gains from Tuesday lost.

[drsamwaa] 20/3/2019 18:12

Old news..they are quoting a dodgy report from last month