Pearson Share Discussion Threads

[apollocreed1] 06/8/2020 16:50

No news so it's likely either Cervian or Lindsell Train are increasing their stakes.

[netcurtains] 06/8/2020 16:27

well I'm chuffed

[netcurtains] 06/8/2020 09:31

PSON has been doing really well for quite a few days.
Is this due to the "back to school" thing or is there a big buyer out there
Or is it something else.

Anyone know why its been rising for a while?

[netcurtains] 29/7/2020 07:53

The market is very slowly coming round to the view that ON-LINE education is where the action is and Pearson are the big player in ON-LINE education.... However an awful lot of trees are stopping people seeing the oak panelling.

[apollocreed1] 28/7/2020 12:02

Share price is very volatile. Down about 10% last week and up 6% today

[apollocreed1] 27/7/2020 15:56

If you look at the website "SimilarWeb" there is a chart showing that online hits to the Pearson.com website went from 18 million in January to 26 million by the end of June. They have yet posted July figures. So the website is definitely getting people and the challenge is turning those into payers.

[ch1ck] 27/7/2020 12:24

Looking like Pearson is heading below 500I'm a buyer at 450

[netcurtains] 24/7/2020 16:45

1m buy at close of play.

[crystball] 24/7/2020 16:43

Digging a little deeper into the interim results presentation and analysts call, compared to H1 2019, there has been a more than 8 times increase in online proctored tests to 580,000. Test centres were closed from mid March to May, but are now open and even with social distancing there has been a minimal loss of capacity. This capacity is possible with extended opening hours, in the US typically from 6am to midnight and in the UK, 8am to 8pm. There is of course a significant increase in staff costs to cover these extended hours which is a continuing downside until social distancing procedures are relaxed. That's why continued growth of online proctored tests will be important because staff costs are lower.

[netcurtains] 24/7/2020 11:40

Be great if this finished the day blue. The trouble is it takes hours to read the report and then hours to mull over.

[netcurtains] 24/7/2020 09:17

Little Beaker: I said "an online-education" investor. For the time periods you're talking about Pearson was in transition from FT/Penguin and hardcover books to become online.
I think you're confusing on-line education with books. A bit of rookie error. Hope you will not take the correction badly.

[netcurtains] 24/7/2020 08:56

Little Beaker: I've been an online-education investor for 10 years. So I think I know a bit about it. Pearson have thrown the kitchen sink in here to get all the bad stuff out in one go.
From THIS point the education industry can only go ONE WAY - UP... I'm not saying the share price will go up but I am saying the next set of results (for all educationalists) will almost certainly be miles better than this set.

Governments world wide will not have another lockdown - France has already said as much. Whatever happens with Covid the lockdown has ended - this goes for education and exams too.

[crystball] 24/7/2020 08:12

I'd be interested to know more about the growth in on-line proctoring. If this grows strongly, then staff costs may be reduced.

[netcurtains] 24/7/2020 08:09

The more I think about the results the better they appear however I dont expect the market to like them straight away.... But it will grow on them. Thats my view.

[netcurtains] 24/7/2020 08:02

crystlball: could be or people will see the wisdom of Pearsons move to becoming and online company. It could go either way. Nice to keep dividend too - shows confidence.

[crystball] 24/7/2020 07:58

Lots of detail in the announcement. A lot to digest! If you believe there will be a vaccine by the end of this year and that Coronavirus will no longer be a significant threat, then long term, things are looking promising. The digital transformation is largely complete. I think the reaction will be negative at first because the headline figures have been so badly affected by Coronavirus. For those that buy in after an initial fall, there will be a dividend payable in September.

[netcurtains] 24/7/2020 07:42

I have absolutely no idea how the market will view the results but I guess generally speaking they are inline with expectations - but who knows - we'll find out in the next hour or so...

[crystball] 23/7/2020 20:34

Half year results should be reported tomorrow. It will be interesting to see a progress report.

[netcurtains] 21/7/2020 18:41

If you go to the TOP of this thread to the TOP LEFT DOUBLE IMAGE. You will see a THIN RED LINE timed at 15:15pm... and its height is set to the 4M mark....
That is the 4M trade (its probably 4.5M ) - no idea if buy or sell (does not really matter).