Pearson Share Discussion Threads

[netcurtains] 25/2/2022 11:58

In results these look pretty neat:

* Direct to Consumer: Launched direct to consumer
strategy led by new digital learning service,
Pearson+, which continues to make good progress with
2.75m registered users at the end of 2021, reflecting
a strong uptake from MyLab and Mastering users, 133k
paid subscriptions, and a latest app store rating of
4.8.


* Higher Education: Pearson's flagship Higher Education
product, Revel, completed the move to incorporate the
Pearson Learning Platform's capabilities, providing
enhanced features, and a new visual design for
mobile.


* Workforce Skills: Acquired Faethm, the workforce AI
and predictive analytics company in September 2021,
and in January 2022, Credly, the market leader in
digital workforce credentialing, to further enhance
Pearson's Workforce Skills capabilities.


* Simplification: The disposal of Pearson's Brazilian
K12 Sistemas business completed on 1 October 2021.
Marketing is progressing well with other businesses
under strategic review.


* Today, we are announcing the acquisition of Clutch
Prep, an online video-based learning service that
will rapidly fuel Pearson+ with quality original
video tutorials.

[netcurtains] 25/2/2022 11:55

With the 10% holding popped up this morning could that be a prelude for a takeover of some sort?
That does appear to be a big slice of the company.

[netcurtains] 25/2/2022 11:39

Good rise this mornging

[peterbill] 30/1/2022 11:18

From the Sunday Times ...

Cevian, the Swedish activist that has also installed itself at Aviva and Pearson, has moved in on telecoms giant Vodafone, triggering speculation that it may be forced into big corporate takeovers or sales.

[netcurtains] 24/1/2022 12:26

FTSE100 biggest faller.
REally Pearson needs a Zimmer frame.

[netcurtains] 21/1/2022 16:03

The company has the fourth-best current_assets compared to market_Cap in the FTSE100.

[thomstar] 19/1/2022 09:07

Nice update, full steam ahead

[ch1ck] 12/1/2022 09:23

Data showing we are seeing some of the largest engagement with on line learning in the US and UK.Pearson should benefit from this Not ruling out a bid but can't see where from

[tomps2] 09/12/2021 09:14

Andy Brough interview with PIWORLD

Andy Brough mentions Pearson #PSON in the latest PIWORLD interview at 17m18s

Watch the video here:

Or listen to the Podcast here:

[bottomfisher] 19/11/2021 10:25

Thanks for link to Ian Whittaker's comments on PSON. He has been the most bearish analyst on Pearson for a long time. He clearly knows his stuff and it was a slight relief that he seemed a little less bearish than before. I was interested in his comments that Pearson+ may be too late in the game to revive PSON's fortunes, and he underlined that what happens in the US Higher Education market remains key to the company's fortunes in the short term at least. Finally, he questioned whether it might be better if Pearson focused its learning skill operations on the workforce rather than the student. Makes sense to me.

[tomps2] 19/11/2021 09:25

Ian Whittaker mentions Pearson (PSON) in the latest PIWORLD Interview at 25:25

Watch the video here:

Or listen to the podcast here:

[fireseeker] 18/10/2021 16:11

hxxps://www.morningstar.co.uk/uk/news/216101/why-is-pearson-a-cheap-esg-stock.aspx

Positive sentiment from Morningstar

[netcurtains] 18/10/2021 08:27

We;; this is the second one.

[chris79] 16/10/2021 13:14

Easily in the FTSE 100. They can afford about three more absurd falls of the scale of Friday before it is in doubt!

[netcurtains] 16/10/2021 10:53

Bottomfisher: You could argue that the huge fall in share price has been engineered to attract a bid.

Clearly the USA market, now that most college students are double vaccinated, is going to pick up loads. If we are not at the bottom, it must be reasonably near the bottom.

As I said earlier, Pearson's market cap is now roughly the same as its NAV.
That means the profits and dividends the investor gets are for free.

[bottomfisher] 16/10/2021 10:13

The latest slump in Pearson's share price underlines the big question marks over the future of what was once a blue chip stock. It is six months since Pearson announced that it was looking for a new chairman to replace Sidney Taurel who wants to step down 'no later' than next year's AGM in April. The fact that Pearson has still not found anyone to take up the £500,000 a year chairman's job suggests that the best candidates are not falling over themselves to apply.

Pearson could well go for the easy option and recruit an existing board member in much the same way that it did when it appointed Andy Bird, its new chief executive, who was already a non-executive Pearson director. Given that one of the most important roles of any chairman is to hire and fire a company's chief executive, the fact that Pearson has already found a new chief executive may have put off some potential applicants for the chairman's job.

Pearson's top heavy management really does need shaking up, and it is far from clear that the current highly qualified board (on paper at least) has any appetite to rock the boat. Why Pearson has not attracted the attention of a private equity predator remains a mystery. Just perhaps, the delay in recruiting a new chairman might mean that the company is working behind the scenes on some sort of deal to merge with a high flying competitor, such as Chegg. One must be allowed the chance to dream of a happy ending to Pearson's long running problem trying to reinvent itself as a fast growing world leader in the education business.

[netcurtains] 15/10/2021 18:34

Pearson market cap now matches its NAV

That is pretty cheap.

[netcurtains] 15/10/2021 16:09

16% down.

Are they still in FTSE100 or does that push them out?

[saltaire111] 15/10/2021 15:30

The old and diversified Pearson was a much better and reliable company. If one area of the business struggled, other aspects would make up for it - if Tussauds had a bad patch, Westminster Press and the FT made up for it. Now this is a one trick pony and things are not working out in that sector. Too much downside risk for me.

Salty.

[saltaire111] 15/10/2021 15:30

The old and diversified Pearson was a much better and reliable company. If one area of the business struggled, other aspects would make up for it - if Tussauds had a bad patch, Westminster Press and the FT made up for it. Now this is a one trick pony and things are not working out in that sector. Too much downside risk for me.

Salty.

[davwal] 15/10/2021 10:49

Meanwhile, it’s getting tempting for an entry for me. The markets are tough right now, but this looks good for the medium term once it settles.

[bookbroker] 15/10/2021 10:48

Look, at the beginning of the year this company had one of largest short interest percentages in the FTSE indices. Many got squeezed out by the move by Wallstreetbets crowd. Since then it has been vulnerable to new positions, not a lot has changed in operating performance, there is clearly mistrust in Pearson’s ability to grow.

[netcurtains] 15/10/2021 10:29

so how much does an "on track" update generally speaking make a companies share price fall?

I'm tempted to sell but on the other hand, 10% is a massive fall already and I expect it will recover significantly. I've never been caught before by such a big fall on an FTSE100 stock.