Member Info for Multibagger13

......on the contrary I would expect traders to close their positions on a Friday - many do and I would expect this to be down a penny or penny+ by close. Therefore, friday bell time can be a good time to buy if you are buying for the longer term.

IMHO the strong retrace is done for now barring some see-sawing pending positive news. The drop to the 50s was absolutely ridiculous and unjustified and canny investors have taken advantage of that. I'm not sure we'll see a return to the pre-fall 120s soon without good news. With rampant M & A in the sector I won't be surprised to see a hostile bid from an asset stripping vulture fund with a beady eye on the freehold real estate.....if the bankers don't get there first. ( was it RBS that drove profit making but indebted companies/ customers to the wall with their sharp practice ? ) For those with a decent investment time horizon this is a classic undervalued buy . Good luck all :)

Jonathan has sold 1.75m shares to meet instituitional demand for shares and total voting rights has gone up by about 15m post acquisition. Hugely positive in the sense that there is minimal dilution and Instis were not offered shares at a discount to fund the acquisiton of Rustici - how often does that happen in the stock market ? Not that I can recall with any of my holdings in my two plus decades in the market. Keep up the great work Jonathan :) Onwards and upwards !

We have bought some excellent IP in terms of the SCORM platform and 30% of Watershed - this will be transformational in terms of scale, recurrence of revenue and profit margins. With more and more training going online and agile working, increasing governance, risk and compliance requirements for corporates - LTG has a massive market and is an early and successful mover. Looks like profit enhancing from Day 1 and 4 year record of 41% CAGR - this will be cash cow. Our leaders (Brode and Satchell) have stellar track records and own about 56% of the equity - they have put their hands in the pockets and ample skin in the game. LTG is dividend paying. Minimal equity dilution and payment structured to retain top talent of acquired company. Also with USD strengthening, this could improve our revenue profile. May sound a bit overpriced in terms of PE - but these are the kind of companies that Silicon Valley biggies take a look at, when they are bigger in scale. I am very pleased - LTG is one of my 2016 stockpics in the UK stockchallenge :)

Superb, cracking much bigger than expected acquisition which gives LTG far greater reach - this is transformational....and I could not resist taking a total of 114.2k LTG shares today - the second tranche at 36.4p. This may look expensive now, but not in the next 18-24 months and given over 60% is not in public hands.

Strong buying interest today with a .2970p buy at close..... Volumes backing a share price high = always a good bullish sign :)

Most things in life are relative, as are trading volumes and market interest. ARC at the best of times is an ill liquid share and many days with no trades. Given the ARC price activity today given the global markets, this is all the more unusual. We have had a new 5 year closing midprice high and ARC has moved about 0.0004p on circa 6m volume. Share base is over 1.5b. Therefore, significant hidden buying pressure and no sellers it appears. I have been in ARC for about 2 years or thereabouts now and it strikes me as unusual and intriguing movement and and activity. We'll know in hindsight.....

Something afoot ? :)

About time too.....a few decent trades (a couple of million at a time) over the last few weeks and some at full ask. Augurs well particularly when the rest of the market is dire. Maybe, just maybe we may start to move upwards - here's hoping :)

Excellent progress report :) Cash at £7m, no debt and acquisitions being actively sought, strong second half trading...2016 significantly beneficial, 2017 transformational RNS Number : 3746M Learning Technologies Group PLC 20 January 2016 Learning Technologies Group plc ("LTG", "the Group" or "the Company") Pre Close Update Learning Technologies Group plc, the leading e-learning company, is pleased to announce a trading update for the year ended 31 December 2015. Profit for the year is in-line with expectations with the Group having generated excellent EBITDA margins in the second half of the year. Cash generation remains strong with net cash at 31 December 2015 of GBP7.0 million (2014: GBP4.4 million). The Group has no debt. The year saw the Company continue to build on the foundations that were laid in 2014. 2015 included the acquisition of Eukleia Training Limited ("Eukleia") in July which added specialist governance, risk and compliance expertise to the Group, particularly in the financial services sector. The integration of Eukleia is complete and the business is trading in line with expectations. In December 2015, LEO Learning Limited, in a strategic alliance with KPMG UK LLP ("KPMG"), won a formal tender process to provide learning and development services for the entire UK Civil Service ("CSL"). This is a landmark deal which endorses the Group's strategy to build a multi-discipline e-learning business of scale. The contract is for a period of 3 years, with CSL having the option to extend the agreement by a further year. Delivery of the initial learning components will commence in March 2016 and be complete by September 2016. The financial implications for the Group are expected to be significantly beneficial in 2016 and transformational in 2017 onwards. In addition to CSL, recent contract wins provide LTG with a strong platform as it enters 2016. The Group continues to pursue exciting new strategic contract opportunities and is actively seeking to acquire suitable businesses as part of its commitment to build an international e-learning business with revenues of at least GBP50 million and EBITDA margins in excess of 20 per cent. We expect to update the market on progress during Q1 2016. It is anticipated that the preliminary results for the year ended 31 December 2015 will be announced towards the end of March 2016. Andrew Brode, Chairman said: "LTG has made good progress in 2015 delivering on its strategy of consolidating the fragmented e-learning industry and is optimistic about acquisition opportunities on both sides of the Atlantic. As demonstrated by recent contract wins, customers value the comprehensive blended learning services, strategic insight and solutions, and international reach, scale and responsiveness that the Group is able to offer."

http://www.proactiveinvestors.co.uk/companies/stocktube/4307/learning-technologies-chief-executive-jonathan-satchell-updates-investors-at-tech-capital-event-4307.html

Good to see decent trade sizes and volumes today. A presentation from Tech Capital on 27 Oct 2015 is excellent in terms of understanding the company and potential. The only downside IMHO at the moment is the market cap relative to revenues, but I guess that with an ambitious £50m in revenues being targeted, this will hopefully soon be justified. Not much floating stock with about 61% not in public hands and Brode and Satchell holding about 56%. Liontrust,Hargreave Hale and Nigel Wray on board. Numis projects £20m revenues with 20% EBITDA for the year ending Dec 2015. Gross margins are very attractive. Maiden dividend declared with progressive dividend policy being indicated as per aforementioned presentation. No debt at the moment, but acquisitions being planned with debt gearing at 2x EBIDTA max being considered (LTG also hold about £3m cash). I guess the next acquisition could be in the £10-12m range(my guess) and US based. A number of large (? multimillion pound) contracts being bid for.....either US acquisition or contract(s) happening will cause this to re-rate rapidly. Good luck all :)

Courtesy of Rivaldo on the other thread.... IDEA presenting in Malaysia re helicopter safety: Http://www.verticalmag.com/news/article/Ideagen-to-present-at-leading-helicopter-event-in-Malaysia "NEWS // 2015/12/08 Ideagen to present at leading helicopter event in Malaysia Aviation safety management software developer, Ideagen, will present to some of the largest helicopter organizations in the world at a leading conference in Southeast Asia. Ideagen – developers of the Q-Pulse and Gael Enlighten safety and GRC software solutions – will deliver a presentation on “Helicopter SMS and Quality Regulatory Obligations” to key operators at CivilHelicopter Southeast Asia. The event, which takes place in Kuala Lumpur, Malaysia, will see industry experts discuss key policy updates, trends and developments in the region’s helicopter industry, which has approximately 750 civil helicopters in operation and enjoyed a growth of eight per cent in 2015. Ideagen’s Steven Cespedes will be presenting at the event on Thursday, Dec.10. As the company’s head of aviation, Cespedes is an expert in aviation and helicopter safety and has implemented over 100 safety management systems in large blue chip organizations across the globe.

Zak always tends to be optimistic in his predictions and I have rarely seen them play out in the short term though I would be delighted with 61p for starters :). This is a solid growth story in its infancy....plenty more to come ! I have taken over 200k shares in IDEA over the last 10 days or so....

Thanks for sharing CyanideSid....really upbeat talk. More share price growth to come, if not better the last 6 years of growth. The business is a lot bigger than what I knew it to be with some real blue chip customers and recurrent roll over contracts covering about 84% of the cost base. With the recent deal just under £5m, a few more of these will really change the shape and scale of the company. Good luck all :)

Thanks Megabux ! I agree that this has far to go in terms of share price climb and this is my opening position and I will add in due course. The fact that we have a strong and robust business model, revenue visibility, cash in the bank, no debt and top notch clients makes this is a compelling investment case. I have a 3-5 year investment horizon for this and most of my investments. My other holdings in the software space are CTP, MXCP and ARC in the UK. Good luck all :)

I have had to pay over the odds for this, but well worth it given its potential :)

Hi Tarquinpike, It's just the market sentiment that is causing the volatility rather than anyone playing games IMHO !! The business is a solid and growing one, so long term this would be a great and profitable investment. It has been posted that some are investors are expecting a fund raising (though I am not convinced there are reasons to do that, unless CMBN may be looking at some big acquisition). I think this may go lower, so keeping my powder dry. Directors buying at 152p is a positive sign, though they must be chafing currently. We may see-saw shareprice wise till next trading update and this may come sooner than expected to try and shore up the share price. Good luck all :)

Debt free, conservatively run and managed, low profile Profit making, recurrent and predictable revenue stream £1.07m circa cash as per recent annual accounts, low employee headcount Bank if International Settlements, Bank of England, Central Banks, HM Treasury Debt Management, Tier 1 Banks (Citibank, Deutsche Bank as far as I know) and top global investment banks,financial instis as customers Global market, aiming for wider geographic footprint Market cap very undervalued Share price just above currrent EPS High Barriers to entry, scalable business with no major capex, niche segment with one major competitor (Contex) ARC products better value for money and ARC pursuing market of "conflicted customers disillusioned with bigger players" and want value for money New products being developed which will increase scope of addressable market High customer retention, with 3 year rolling contracts, unless cancelled Directors hold about 25% of equity One of UK Top Fund Managers Anthony Cross holds about 13.1% equity Legal process underway to cancel share premium account to enable payment of dividends in due course Share consolidation likely at some point, which will open the stock to fund managers Increased required for transparency and audit trail following LIBOR and other financial scandals Potential takeover target due to low market cap May use available funds for acquisition, organic growth market pretty big Recent Finncap new target of 0.30p - initial research note out in July 2015, target updated recently Appears to meet Liontrust Economic Criteria for investment Good luck :)

The company was clear that unless they were confident of sustainable profits they would not seek legal sanction to cancel the share premium account to enable dividend payments. The company has made about £350k profit and has recurrent revenues from sticky customers, a major contract win a few months ago and expanding both geographically and selling more to current customers. So organic growth in high single figures is likely. I added a total of 7m shares today....I am very confident about its medium to long term prospects and the prospect of a takeover cannot be ruled out given its niche segment in the fintech sector. Good luck all :)