Learning Technologies Share Discussion Threads

[christh] 10/9/2019 09:37

results next Monday

Big day

[drsamwaa] 09/9/2019 09:30

when is results day?

[leadersoffice] 06/9/2019 12:26

Hello £1.30 :)

[jeffian] 05/9/2019 10:09

Aye, you've mentioned it already.

Several times.

[christh] 05/9/2019 08:41

It might test 135p today
The buyers are coming back and expected results ahead of expectations gives it a strong momentum

We should see 165p on results day,in my opinion, and going by the results maybe higher.

[christh] 04/9/2019 22:11

Looking for 165p next 2 weeks, as already tipped by brokers

Results are exceptionally good as already stated in the trading update

[saucepan] 04/9/2019 16:48

Quite an interesting day: gave an impression of dips being quickly bought.

[leadersoffice] 02/9/2019 15:29

Lovely jovely

[christh] 30/8/2019 09:19

Strong Buy

[christh] 30/8/2019 08:24

drsamwaa,
So what's changed?

It's already stated that "they will make significant profits in the 1st half of the year".

So what puzzles you?
The statement is current because this what will be in the interim results on
The 16 September.
Some brokers said "Buy and set a target price of 165p" while others said higher at 185p

Why do you think Leslie-Ann Reed spend £310,464 to buy the shares at 114p before the close period?
I do expect the price to hit 165p on the interim results on the 16 September.

[drsamwaa] 30/8/2019 08:01

Last months news?

[christh] 30/8/2019 07:07

23/07/2019
BERENBERG RAISES LEARNING TECHNOLOGIES PRICE TARGET TO 140 (125) PENCE - 'BUY'

[christh] 30/8/2019 07:04

22/07/2019
Learning Technologies Predicts Steep Revenue Rise On PeopleFluent
Buy

Alliance News) - Learning Technologies Group PLC on Monday said it expects a very sharp revenue increase for the first half of the year and expects annual adjusted earnings to be "materially ahead" of market expectations.

Shares in Learning Technologies were up 16% at 109.00 pence in morning trade.

For the six months to June 30, the digital learning and talent management technology and services firm is expecting a roughly 85% increase in revenue to around GBP62.5 million from GBP33.8 million the year before.

Approximately 67% of Learning Technologies revenue in the first half will be from recurring contracts, compared to 51% year-on-year, due to the company's acquisition of PeopleFluent Holdings Corp in May 2018.

The increased PeopleFluent revenue was also aided by a retention rate for its software licences that surpassed expectations, which puts PeopleFluent "on track to return to growth in 2020".

Moreover, adjusted earnings before interest and taxation for the first half is to be at least GBP20.0 million, more than twice the GBP8.9 million recorded for the first half of 2018, equating to an Ebit margin increase to 32% from 26%.

Learning Technologies also expects its annual Ebit to rise, and said its board is "confident that full-year adjusted Ebit will be materially ahead of current market expectations".

Net debt is GBP13.9 million, rising from GBP11.5 million at the end of 2018 following Learning Technologies' acquisition of Breezy HR in April 2019 for an initial GBP8.8 million in cash plus a GBP2.3 million final dividend payment and a final GBP2.8 million contingent payment for Rustici Software LLC, which the company acquired in 2016.

Chief Executive Jonathan Satchell said: "I am particularly delighted by the sales momentum in our Content & Services division that has built over the last nine months. Our Software & Platforms division continues to go from strength-to-strength.

"[Learning technologies'] outstanding margins and cash generation provide additional capacity to invest in further sales growth in the second half of the year, and pursue a number of new initiatives to augment organic growth into 2020. We continue to consider a number of very interesting acquisition opportunities that would meaningfully enhance the group.

"This strong H1 performance underpins the board's confidence that full-year Ebit will be materially ahead of expectations."

By Anna Farley; [e-mail]

[christh] 27/8/2019 08:46

possibly test 128p today.
Strong momentum,results not far away

[aimingupward2] 24/8/2019 12:14

Best not to get over enthused or optimistic, christh. The interims are unlikely to push it much higher than 140p, in my opinion, as most of the good news is now built in - unless there is a further sizeable, and clearly earnings enhancing, acquisition. This is possible at any time, of course, but until there is some additional ‘news’ to encourage further momentum the share price will be likely to see some profit taking and thus to tread water for a bit. In my view, as the company is in a strong position in a fragmented growth market and seems to have excellent management, it is better to stay invested and avoid the temptation to seek better rewards elsewhere. It’s pretty difficult to find a better company to go along with than this.

[christh] 24/8/2019 11:05

The trend is up, going to 150p and hopefully higher to 180p

[leadersoffice] 24/8/2019 07:21

IC can often be wrong. I would t always trust everything they say but hopefully your right... results hopefully will be good should push us to last years high.

[christh] 24/8/2019 06:17

Investors Chronicle
Articles on Learning Technologies

Tips of the Week August 8, 2019
Learning Tech: a talent for growth
The group has diversified into talent software, and upped its recurring revenues
BUY

Tip Updates July 23, 2019
Learning Tech to beat market expectations
Analysts have lifted their earnings forecasts
BUY

Tip Updates April 17, 2019
Learning Tech buys Breezy HR
The deal will be immediately earnings accretive
BUY
---------------------------------------------------------
The rise to 150p is likely prior to the 16 September interim results as the company stated that "results will be ahead of expectations".

[christh] 23/8/2019 14:12

be patient, results on 16 September will push this to 150p-165p

Investors Chronicle said "BUY" so they know something better than me

I do hold and expect to hit maybe 180p or higher.

More aquisitions are on the pipeline to increase the revenue.

[fruitcake1965] 23/8/2019 12:12

We just need to note this time last no short ,today just over 2% they are not there to loose money and they take great pleasure in wrecking a party

[leadersoffice] 23/8/2019 12:05

Once these get to £1.50, I may chuck the towel in. I'm looking to get back in RDSB only cause I miss the divi. Sold RDSB and invested in here @67p so I'm nearly in double territory. How do we see this playing out?

[christh] 23/8/2019 09:05

likely to break through 128p...heading to 130p

[saucepan] 23/8/2019 08:57

120p resistance successfully tested as support?

[rampmeister] 22/8/2019 17:53

Thanks for reminder Chris you could hardly ask for a more bullish update.

RM