Learning Technologies Share Discussion Threads

[jeffian] 15/12/2019 10:45

I can't access the online version to provide a link, but there is a tip for LTG in today's Sunday Times Business Section ("In the city" column). Basically says LTG has been held back by hedgie's shorting (2.5-4%) but that their strategy of growth by acquisition seems to be working and there is scope for more. Target 185.

[cyberian] 10/12/2019 10:58

Looks like a number of "delayed" O trades above the offered showing up as sells whereas they are Buys...but whatever, quite steady volumes and share price movement. Roll-on January....

[christh] 10/12/2019 07:51

BlackRock increased their holding from 3.81% to 5.09%
They must know something we don't.
Time to run to 165p.
The year ends 31 December and results are in January.

The trading statement was very bullish indicating excellent results.

[cyberian] 06/12/2019 14:58

Another acquisition would certainly help sentiment here, although it appears that good progress is being achieved with the recent purchases. Activity in the shares a bit tame at present, but hopefully the shares will be more on the radar in a positive sense awaiting the late January update.

[drsamwaa] 06/12/2019 09:15

Christh....seriously what is wrong with you? Do you really think posting out of date performance updates is going to make everyone on here exude confidence and buy shares like their life depended on it ? ?

[christh] 04/12/2019 21:20

email received from the company.
---------------------------------------------------
"A trading update following the year-end will be issued in late January and on the progress that LTG has made during 2019.
A comprehensive update was made to the market at the time of our Interims announcement on 16th September having upgraded market expectations in July."

165p-185p target price

[christh] 29/11/2019 07:32

Learning Technologies profit jumps following PeopleFluent acquisition
16 September 2019 | 13:56pm

StockMarketWire.com - Digital learning and talent management group Learning Technologies posted a large rise in first-half profit, after the acquisition of PeopleFluent and contract wins boosted revenue.

Pre-tax profit for the six months through June rose to £6.8m, up from £1.3m on-year, as revenue rose 85% to £62.6m.

The company declared an interim dividend of 0.25p per share, up 67% on-year.

'In the first half of 2019 both our divisions have delivered a strong performance,' chief executive Jonathan Satchell said.

The software and platforms divisions had delivered an increasing proportion of high-margin recurring revenues from software licenses, while organic sales momentum had greatly increasing in the content and services division, Satchell said.

'Our first half performance increased recurring revenues and robust current trading provides great confidence for the year ahead to deliver further organic growth, strong margins and excellent cash generation,' he added.

'On the back of this momentum, we are investing in the 2019 second half to drive sales further, as well as supporting organic growth initiatives into 2020.'

[christh] 29/11/2019 07:17

Kabouter International Opportunities Fund II, LLC Kabouter International Mission Fund, LLC

5 November
Kabouter Management, LLC increased their holding from 3.35% to 4.01%.

[christh] 29/11/2019 07:11

HALF YEAR RESULTS 2019 6 September 2019

Financial highlights of the trading update

· Revenue up 85% to £62.6m (H1 2018: £33.8m), 74% recurring revenue (H1 2018: 51%)

· Software & Platforms (68% of Group revenue)

o Organic revenue up 7%, excluding PeopleFluent

o PeopleFluent successfully managing retention rates to stabilise revenues

o Growth across Rustici, gomo and Watershed

o BreezyHR integration completed and growing strongly

· Content & Services (32% of Group revenue)

o Organic revenue (excluding CSL contract) down 3% but confident of strong organic growth for FY 2019

o Excellent sales momentum supports expectation of strong H2 for LEO and Preloaded

o Cross-selling supporting recent wins

· Adjusted EBIT ahead of expectations, up 134% to £19.4m (H1 2018: £8.3m)

· Strong margin progression, with EBIT margins up 660 basis points to 31.1%

· Adjusted diluted EPS of 2.228 pence, up 117%

· Proposed interim dividend of 0.25 pence, up 67%

· Good cash generation, resulting in net debt of £13.9m following $12.7m acquisition of Breezy and net debt : EBITDA of 0.3x (H1 2018: 0.8x)

· Robust balance sheet and debt facility supports strong acquisition pipeline

[leona306a] 28/11/2019 13:12

On the 22nd July the trading statement said ,I quote.......STRONG SALES MOMENTUM WITH ERIT MATERIALLY AHEAD OF EXPECTATIONS.This statement still stands

[adealsiddiq110] 28/11/2019 09:54

Thanks Buddy. Looking into it seems to be doing nicely. And yes I also noted that it expects to beat market expectations.

[christh] 28/11/2019 09:28

Adealsiddiq110
Welcome to Ltg, this is a high growth stock and has been over 165p in the past.
The company has made a few acquisitions and is a global company.
Look at the latest trading update,which they said the results will be above expectations.
I have a large holding which I will not sell as I hope to be my pension nest.
I do expect to be around 250p-300p next year as the growth both organically and by acquisition will increase their earnings and their profits.

Do you research and then make up your mind.

[adealsiddiq110] 28/11/2019 08:30

Christh, I sold out on my boohoo and have just started looking at this share now.Looks interesting. If you can help with any background please DM me, understand if it not possible as life is busy and time is money.

[christh] 28/11/2019 07:59

I think the trend now has changed and we are moving higher.
Might get to 128p tomorrow and next week likely to end up at 135p.

[aimingupward2] 27/11/2019 19:46

We know that LGT are looking at possible acquisitions, principally in the USA. I just wonder if that might extend to Sopheon,(SPE). It would take LTG into a new, but not remotely different, area of business involving ‘enterprise innovation management’. And it’s temptingly lowly valued.

[davr0s] 27/11/2019 17:45

Could go anywhere as its a share. I'm riding it forever or until trend breaks

[christh] 27/11/2019 17:05

Revival.
165p my target price but it could overshoot and hit 180p.
Profits are soaring,business is booming
and new acquisitions on the horizon.

[petercgordon] 26/11/2019 20:01

Clearly. So why not her spouse, SIPP or ISA? Either way i am not sure why folks are implying some gain from the transaction (other than tax)?

[jeffian] 26/11/2019 17:18

"I have zero actual knowledge - it is just a guess."

A wrong one, unfortunately! Re-purchasing shares within 30 days of sale negates the gain/loss and the 'new' shares are deemed to inherit the same cost as the old ones. If you've "been doing the same", then you haven't established a gain or loss unless you've done it via 'Bed & ISA', 'Bed & SIPP' or sold and repurchased in your spouse's name. Anyway, it says "bought and sold" which, I assume, indicates the order of the transactions.

[zouppy] 26/11/2019 17:00

Has it occurred to any of you that this might be the Ned in question simply crystallising a capital gain? A Corbyn govt may be a low risk but if he does get into power then 45% CGT would prevail. Since the shares were repurchased on the same day then the only potential loser is a marxist govt. No net sale, just prudent tax planning. I have zero actual knowledge - it is just a guess. I have been doing the same.

[jeffian] 26/11/2019 14:08

IF it was a result of exercising options, there wouldn't be any change to her existing holding, would there? She would simply buy at the option price and promptly sell at the market price.

I wasn't specifically talking about this transaction, Phil, just to note that in fairly regular 'newsflow' via RNS, a pretty substantial proportion is about granting shares/options to themselves!

[cyberian] 26/11/2019 12:53

Why a Buy and Sell for a large holding with NO net change for this non ex. Director...just a technical switch between two accounts...WHY? The share price reacted with some alarm at the time of the announcement, but that was very temporary when investors realised it was just a large "wash"...ie. No change.

[johndoe23] 26/11/2019 11:20

Would rather an RNS stating an earnings accretive acquisition!!

[phillis] 26/11/2019 11:15

jeff
it doesnt say that options were exercised but?