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Newcomer with some pedigree (LTG)     

partridge - 24 Mar 2014 13:52

Formed when In-Deed online acquired privately owned Epic last November. Epic part owned by Andrew Brode, chairman of RWS Holdings, which has superb record and he became chairman of LTG, encouragingly taking shares for most of the sale consideration of Epic. Stated intention is to grow the online learning business ( a fairly fragmented market) from current sales £7.7M to around £50M, via both acquisitions and organic growth. Acquisition record at RWS has been exemplary and if it can be repeated here then lots of potential. Brode aged 73, so lots of experience/wisdom imo. Results for 2013 due next month. Early days, but I have put a toe in the water and may add if results look good, but always dyor.

iturama - 08 Feb 2019 10:37 - 74 of 79

Still taking a hammering. Short % is modest. HFTs playing games?

Dil - 08 Feb 2019 11:18 - 75 of 79

Absolutely no idea It.

Have to admit I've just sat on my hands in recent weeks like a startled rabbit caught in headlights.

I know if I sell it'll be the bottom so will sit it out til news emerges or next results.

Fred1new - 08 Feb 2019 11:26 - 76 of 79

You never learn!

Dil - 08 Feb 2019 12:42 - 77 of 79

Fortunately Fred if I sold the rest of my holding now I would still be well over 250% up over the last couple of years on these.

Wish all my picks did that bad.

You stick to VOD Fred.

partridge - 08 Feb 2019 14:10 - 78 of 79

Startled rabbit here too, although now tempted to add. Perhaps negative press comment somewhere - the accounting is quite complex for layman to understand, but cash is king and in my view they have never under performed on that front. I believe that the long term story remains intact and am happy to wait for results next month, but always dyor.

iturama - 11 Feb 2019 15:18 - 79 of 79

Noticed on Shares that Berenberg have upped the price target today from 125 to 190.
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