Triad Dividends - TRD

Triad Dividends - TRD

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Stock Name Stock Symbol Market Stock Type Stock ISIN Stock Description
Triad Group Plc TRD London Ordinary Share GB0009035741 ORD 1P
  Price Change Price Change % Stock Price Last Trade
-5.00 -4.55% 105.00 14:31:46
Open Price Low Price High Price Close Price Previous Close
110.00 105.00 110.00 105.00 110.00
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Industry Sector

Triad TRD Dividends History

Announcement Date Type Currency Dividend Amount Period Start Period End Ex Date Record Date Payment Date Total Dividend Amount

Top Dividend Posts

cjohn: netcurtains17 Jun '21 - 09:39 - 3040 of 3044 TRIAD is cheap for this sector especially if you factor in the latest outlook statement. Aveva-- FTSE100 PE ratio 314 Kainos- FTSE250 PE ratio 41.5 Softcat FTSE100 PE ratio 38.8 Yes, the software sector is CURRENTLY extremely highly rated. The ratings you've listed make little sense on economic grounds. Taking RELATIVE valuations in such circumstances is not likely to bear fruit as a sustainable investment strategy, to put it mildly. It's a strategy that has cost investors fortunes, particularly at the top of frothy markets, as the market for software stocks is now. IT is far more likely that the three software companies mentioned fall back to more rational ratings than that TRD rises to a PE ratio of only 314. (I made a similar point about Kainos on here some time ago; it has since fallen back quite some way in PE terms, as was to be expected.) But just for fun, let's do some RELATIVE calculation: based on H2, TRD is on an annualised profit of about £1.2m. Multiply that by 314 and you get a market cap of £376.8m or about 2270p per share. It's got to be right. It's a RELATIVE valuation, after all. Damn, I forgot: we're predicting £2m for next calendar year. That's a mere £628m market cap or..... but wait. That's way too conservative: in four years' time, when we're sending a shed load of consultants to Stratis, we're going to be doing £14m, no £25m profit a year. Multiply by 314 and you get about an £ 8bn market cap. Hey and that's just the beginning... The point I am very gently trying to make is that you can hold a share and still make critical judgements about prospects and valuations. I'm never going to get carried away by enthusiasm about TRD or any other share I hold. We know TRD has good prospects over the next two or three years. Beyond that, NO-ONE can see. It looks under-valued to me. That's all. The risk-free action was from the mid-20p share price to where we are now. From hereon in, we are dependent on Company operations to generate decent profits.
sunshine today: For a share to increase substantially one requires projected profit growth, over the next 3 years, to outperform the market. My projections for TRD are. £500,000 £2M £4.7M. £13M. TRD stands in at just £14M after cash today. If my forecasts are achieved, or beaten the shares will duly respond higher by a massive multiple. The city considers a dream stock as one that can grow profits 20% a year on a consistent basis. TRD could deliver 100% in my honest opinion by increasing turnover and margins while the fixed element of costs ( head office) remains broadly the same. The introduction of BAAS (Blockchain as a service) changes the dynamics of the business allowing for long term recurring revenues to be split between TRD and Stratis. TRD are also in a position to offer a full package of AI, blockchain, IOT, robotics, and so on. That equals a leap change for companies or governments. Finally TRD are a sitting duck for some kind of corporate action as they hold a premium listing on the LSE, are loaded with cash, and in a booming sector.
sunshine today: Back to the Stratis TRD partnership. I don’t have a clue of the terms, other than it was TRD that picked Stratis, as per the RNS above. That in itself is huge because at the time TRD just , and only just, had a slight upper hand in that Stratis required TRD’S expertise to move its blockchain forward. It had extremely limited funds and very few staff. I like to think it’s pure 50/50 teamwork and I am sure it’s just that. Of note, I dear say today, Stratis has a far stronger hand , but it’s always been about tec for both parties.
sunshine today: 125M fully diluted STRAX coins $3.40 each = $425M Market cap. TRD £16M Market cap after cash deducted. STRAX coins ($) converted to U.K. £300M £300M STRATIS COINS into £16M TRD market cap = 18.875. Thus, ratio is 18. The Stratis / TRD partnership is valuing Stratis at 18 times more than TRD.
sunshine today: Good morning, STRAX coin value went through the $ 1/2 BN barrier last night. Investors around the world have seen the opportunity, trading it 24/7. I believe the real value going forward is Stratis Group Ltd, and it’s BAAS service. This is the parent company, TRD has its partnership with. Today, TRD, after cash is valued at £16M. TRD has its traditional business, worth far more that that in my opinion. TRD “S Stratis relationship first started in June 2019, with a formal agreement cemented 16 months ago. Since that date the Stratis protocol has become market ready, with a massive cash injection being received in February 2021. Of note, just one Blockchain contract, agreed through TRD, when announced, is likely to have a very material effect on the share price. If it’s one from the U.K. government sector then don’t expect to pick up stock with ease. STRATIS is one of a tiny number ok U.K. companies with ability to gain a large BAAS market share, simply because of its use of C#.Net ( Microsoft).
sunshine today: The Stratis coin value on the day the Stratis / TRD Framework partnership was announced in January 2020 was $.238. The coin price now stands in 12 times that price. TRD directors purchased stock in our company soon afterwards in February 2020. “Chris Trew, CEO of Stratis Group Ltd, said: "Our partnership with Triad is a game-changer when it comes to opening up Microsoft-based blockchain applications to businesses. By working together, we will make it easier than ever for companies to access the benefits of blockchain and build business-specific applications on a flexible, easy-to-use platform. In the first instance, this will mean porting an existing parcel tracking application designed by Triad to the Stratis Platform so that it can run our recently launched Stratis Smart Contracts. Beyond this, we look forward to a deep and fruitful relationship with Triad by collaborating whenever we see an opportunity for blockchain to add value to their clients” STRATIS coin market cap is now $400M We have no reliable valuation of STRATIS GROUP LTD, the the company TRD is partnered with, other than the huge cash injection received from a Billion dollar blockchain fund in February this year. TRD has a market cap of £16M plus £4M cash. TRD”S traditional business is worth more than that, in my opinion, thus, the Stratis blockchain partnership is still in for free. As the months pass in 2021, at some stage, through news flow from both companies, I expect a re rate of epic proportions.
sunshine today: If, By Example, TRD achieved my £500,000 profit forecast, last year, and they go onto make £2M this year, (as I also predict. :) Market cap after cash deduction is £16M today. On £500,000 profit PE would now be 32. On a prospective PE for the current year that would fall to a PE of just 8, and under 4 the following year, 23/24. TRD”S competition in some cases now trade over 100, on an historic basis, as investors rate them extremely highly. In plain English that”s £100M of market cap per £1M of profit. Thus, an absolute maximum target value of TRD next year, after declaring £2M profit would be £200M. That’s 13 times today’s share price. Assuming TRD only achieve a rating of half that or 6.5 times today’s share price. Assuming TRD only achieve a rating of one quarter or 3.25 today’s share price. Assuming TRD only achieve a rating one tenth or 1.6 times today’s share price. One can observe from above , it’s not massive profits that are required, at this junction, it’s TRD”S potential to grow profits year on year at my predicted rates of 300%, in 21/2 falling towards 100%, year on year for the next 3 years.
cjohn: A director's buy of that size reflects the relevant director's perception that things are going well at the company and his hope that things keep on going well. That is what I draw from that purchase. I think we are all agreed that TRD is trading better than last year. And prospects are looking good to very good. However, the purchase IN ITSELF doesn't mean that TRD is a good INVESTMENT. That is a question that depends on judgements about valuation. Most directors are not particularly good at capital allocation or indeed company valuations: they are not great investors. And directors, like other human beings, are prone to error. In particular, currently, many participants in the market - professionals and PIs - have been caught up in the vast excitement of the tech surge and have lost their bearings. This will prove to be expensive for many. Some of the posts on TRD reflect that excitement! I have a decent size position here. I've sold out once when the share price surged up above 150 and bought the entire position back later, because of the continuing series of small pieces of good news. However, I'm not excited about TRD. 1. because TRD is unlikely to show the cosmic levels of business growth dreamed of by some posters. 2. There's no reason why TRD should trade on PE levels that make no economic sense whatsoever. 3. I never get excited about shares I own: it doesn't help objectivity. I'm a generalist value investor and appreciate any specialist postings - sunshine and netcurtains - on this board (possibly bones as well?) that help my understanding. As a result of those two posters, I understand WHY sunshine believes stratis is very likely to be a big winner; but I put the probability of that much lower. I think everyone on here also agrees that it's the trad business that is leading the way currently; stratis may or may not amount to something. It's in as a potential bonus. Finally, there's the issue of multiple postings: if this "red flag" HAS put off any potential investors in TRD, they can't be very serious and won't be investing significant sums of money. So it doesn't matter. The value of a company in the long run reflects its creation of economic value, not how many times a poster goes on about it. There is a simple solution to this repetition issue in any case: this thread is the sunshine thread with a mix of ultra-optimistic postings often repeated, postings at a tangent but with the occasional valuable nugget of information in amongst the hay making. The other thread can be for more sober conversation and all posters could agree not to do repetitive postings over there. Greetings to all: may stratis conquer the universe and TRD be given control of a few galaxies!
sunshine today: Sources of legal information, in the public domain, for those willing to spend time and energy,related to TRD Group PlC. 1/ Company web page, inc jobs advertised, case studies, past accounts, results dates, Director shareholding’s and heaps more. 2/ U.K. government contract awards 3/Sector market trends and growth rates 4/ Almost daily updates from TRd’S Blockchain partner , Stratis. Stratis is not subject to the same listing rules and can basically announce what it likes, when it likes. 5/ Funding for Stratis, Billion dollar fund, that has a direct effect on TRD ( see previous posts from Stratis, re working with TRD on Blockchain Use cases.) 6/ Results from competition companies within the sector. 7/ U.K. Government regulations on the development of Blockchain updates. 8/ Independent market research on TRD”s partner , that concludes the company will gain a C4% world market share of BAAS . 9/ C# Corner 4M plus developers who two weeks ago were given the opportunity to learn Stratis Blockchain and build apps on it.
sunshine today: Investors might be puzzled why a director would buy shares in his own company at a price no less than 6 times higher, than was possible just 4 months prior: ? Clearly a fundamental event, or events must have occurred, or was, in his view going to occur. Some theories to dwell on. /////////////////////////////////////////////////////////////////////////////////// TRD has seen an explosion of new contracts within the traditional business. Plans have been made to sell the company within the next two years. (at far higher valuation) TRD are at the receiving end of funds, that it’s Partner Stratis, have been awarded by a billion pound FUM. TRD have firmed up their Framework Agreement with Stratis. TRD have received, bought, or committed, to STRAX tokens in any way, shape, or form, at a lower price, than when the director made his first share purchase in February 2021. Stratis has plans to reverse into TRD so it can gain a premium stock market listing, at some future date. Stratis would have to be listed in London in my opinion, being a British company, Enabling it take a large slice of U.K. government contracts, in the cryptocurrency/ blockchain sector. Funds for growth could be raised at the same time.
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