Learning Technologies Share Discussion Threads

[fruitcake1965] 29/7/2019 16:01

845,000 single trade just gone through share price unchanged!!

[christh] 29/7/2019 14:42

Tomorrow will be a different day.
Maybe too many things affected it like the hot weather , the climate...
Who knows.....
Tomorrow is another day..what will bring...
See where it ends today

[saucepan] 29/7/2019 14:34

120p was an obvious natural area of chart resistance. It probably just needs a bit of time to gather strength to push through: the same as happened at 100p.

If 100p is now tested as support that would also not be a bad thing, and a great buying/topping up opportunity for those that want it. No advice intended.

[drsamwaa] 29/7/2019 13:54

christh will you please stop Jinxing shares....!

[tarrant777] 29/7/2019 13:46

Shorts trying to get back into control?Can't think why else the share price should have gone sharply into reverse!All a mystery to ordinary investors like me!!

[christh] 29/7/2019 08:42

Looking for 165p
We should get back to 120p today easily

[rampmeister] 28/7/2019 09:30

I will add a few of above suggestions to my watch list - thanks to all. My tiddler would be TENG. Burning cash but some major contract wins and bod cluster buying post results. I like the concierge concept and they have big corporates as clients. These people are generally lazy and complacent and TENG maintains that they save their clients money as well as providing services.

RM

[warren muffet] 27/7/2019 14:12

aiming,heres a few more with potential, but will they reach it? TWD,TPG,DNL,ETX,BIDS of course,BGO,EML,CORA. DYOR.

[rosco40] 27/7/2019 13:39

Although not directly comparable with LTG, quality niche software companies I like (and hold) include IDEA and ELCO. One unloved tiddler with a world-class analytics product for the logistics sector and growing recurring revenues is RDT. I mention it because it reminds me of AIM 100 co's like LTG and DOTD in their early days.

[saucepan] 27/7/2019 13:13

Thanks. Familiar with all of those. I've always liked KWS and Andrew Day. I just wonder if some of its best growth (a lot of which I have enjoyed) is behind it now? Possibly the same for FEVR? Possibly not!

Interesting comment re EQLS - thanks again.

(Apologies to others for off topic, but always good to share ideas)

[aimingupward2] 27/7/2019 12:58

Many thanks for responding, Saucepan. I agree re YOU. The other two I’m not familiar with but will look into.

If I were answering my own question I would say SPE and perhaps FEVR and KWS, although patience needed to see them through to being much bigger businesses in the longer term. SPE, in particular, is on a low rating in a relatively new business area with only modest competition. It is being temporarily held back by income deferment as a result of new business wins opting for regular payments for a SaaS service rather than upfront payment for a perpetual license. But it really is a growing business which I think will do very well for shareholders.

[partridge1948] 27/7/2019 12:37

Eqls looks quality, but my only unease with it is the comment in Half Year Trading Statement about "new products including lending via our new Credit Broker licence". Some of the peer to peer lenders are now finding out that it is easy to lend money, not so easy to get it back.

[saucepan] 27/7/2019 12:30

EQLS: Equals = new naff name for FairFX (FFX)

[saucepan] 27/7/2019 09:50

I don't know about better, but I am sure people feel there are other very high quality growth companies. For example, I'd include in my portfolio: EQLS, FUTR and YOU of fairly comparable market cap or less.

A particular consideration with LTG is that it has (arguably) been way oversold, so it has strong momentum with plenty of catching up to do. That said, LTG has attracted short interest. Shorters must have seen a bear case of some kind. It makes sense to keep a diversified portfolio to reduce the risk of anything nasty coming from left field, rather than falling in love with one particular stock. Clearly you appreciate that, or you would not be looking for other ideas.

[aimingupward2] 26/7/2019 20:13

From my post 1311:

“I would be interested to know what other companies people think have any better prospects”

Any suggestions, or do people think it’s really hard to better LTG?

[partridge1948] 26/7/2019 13:20

Encouraging to see large non exec share purchase at just over 114p earlier this week - and also shareholder friendly options granted, at cost 75.2p and vesting one year on from share price hitting 150p and 180p for 30 consecutive days. Hope they collect!

[leadersoffice] 25/7/2019 15:40

Excellent week. Expecting a pause shortly, no bad thing. Prob will be just north of £1.30.

[aimingupward2] 25/7/2019 14:08

Never mind the kitchenware. The key fact is that this is an excellent company, a leader in it's field, operating in an expanding market with "outstanding profit margins and cash generation". Given it's bright future, it's still on a very reasonable rating.

I would be interested to know what other companies people think have any better prospects.

[longshanks] 25/7/2019 13:59

Looks more like a saucepan to me

[saucepan] 25/7/2019 13:40

A cup and handle does not appear obvious to me. Moreover, cup and handles are supposed to be more significant (according to William O'Neil) when they form within an uptrend, not as part of any bottoming process.

I don't know whether you are familiar with Stan Weinstein's stage analysis? (Essentially: (i) bottoming, (ii) uptrend, (iii) topping, and (iv) downtrend: all in relation to a 150 day moving average)

I think the most important way to interpret LTG now is to conclude that it is back in a strong "Stage 2", and long may that continue!

Edit: Stan Weinstein (1988): "Secrets For Profiting in Bull and Bear Markets". A great book, one of the best, not lost any of its relevance.

[toffeeman] 25/7/2019 13:08

Does this look like a cup and handle to anyone else?

[saucepan] 25/7/2019 13:04

If there are still any significant short positions, a natural area to put a stop would be just above 120p. The closing of shorts is thus possibly contributing to momentum currently?

More significant, almost certainly, is a complete change of investor sentiment following the "materially ahead" update.

[fruitcake1965] 25/7/2019 07:12

Slight reduction in short position yesterday, let’s keep the fire burning