Share Name Share Symbol Market Type Share ISIN Share Description
Triad Group Plc LSE:TRD London Ordinary Share GB0009035741 ORD 1P
  Price Change % Change Share Price Bid Price Offer Price High Price Low Price Open Price Shares Traded Last Trade
  0.00 0.0% 36.00 34.00 38.00 36.00 36.00 36.00 0.00 08:00:07
Industry Sector Turnover (m) Profit (m) EPS - Basic PE Ratio Market Cap (m)
Software & Computer Services 22.7 1.0 5.6 6.4 6

Triad Share Discussion Threads

Showing 2876 to 2900 of 3100 messages
Chat Pages: 124  123  122  121  120  119  118  117  116  115  114  113  Older
DateSubjectAuthorDiscuss
02/5/2019
09:43
No I meet the guys often - they always buy their fair share of rounds. There is no reason for the price apart from not enough people buying. Seriously, if anyone knows who does not work for them, I do (I could still be wrong of course). they are a local firm to me (Godalming)
netcurtains
02/5/2019
09:07
OK so not "better" but cheaper. But then TRD has for a long time been cheaper than most companies, software related or otherwise. Maybe it is cheaper for a reason.
valhamos
02/5/2019
08:50
Sure Valhamos... Go to very top of thread, I've been comparing IT companies by financial figures. using ADVFN figures: Triad make profit, has turnover of #28M but market cap of #5.5M (ridiculously low) GHT (same sector), makes losses, only has turnover of #19M but market cap of #74M Triad de facto CHEAP as CHIPS!
netcurtains
02/5/2019
08:30
To say something is "better" implies that it is comparable in the first place. GHT has an excellent Clareti package that is leading to growing recurring revenues. Why is TRD better?
valhamos
02/5/2019
08:07
worth noting that I think TRIAD is even better than Gresham Computing HTTPS://uk.advfn.com/cmn/fbb/thread.php3?id=8175040
netcurtains
30/4/2019
06:37
Coal is going nowhere now it's a dead duck commodity in the UK... Hargreaves Services
buywell2
30/4/2019
06:27
Reading the lik from triad (see post 1358) I think Triad should let young people bring their dogs into work. Why not?
netcurtains
29/4/2019
09:56
As long as they keep increasing the div it will re rate to keep the bored holders interested !!Sicknote
s34icknote
26/4/2019
12:46
Interesting tweet from Triad HTTPS://www.linkedin.com/pulse/tackling-challenge-digital-skills-shortages-adrian-leer/
netcurtains
25/4/2019
14:22
Hargreaves Services is another I keep my eye on. Shares trade significantly below book value but the share price has gone down and sideways for ages now.
edpick
25/4/2019
08:08
Good point, it all leads to this share needing an institutional investor taking an interest in it or the company being more active in the private investor events to stop the mid result drift.
brendainvesta
25/4/2019
07:55
People sell if they think the price is not going anywhere. No share is too low to sell.
rcturner2
25/4/2019
07:50
Yep - I'm like that - have four - it only takes one! Boom! And having four stops you getting bored.
netcurtains
24/4/2019
20:54
No one doubts it's a sound investment . Problem is it moves on results every six months . And drifts afterwards . Investors get bored.Their are plenty of shares that have recovered faster . Only way to play is invest in four or five companies .Roll on June Sicknote
s34icknote
24/4/2019
18:20
I confess to reducing my holding a little today as I wanted to take advantage of another situation which I think will move sooner. Not all were my sales today however. I continue to hold a good slug of TRD but it’s taking longer than I had hoped to see a return. As I mentioned once before, if the year to March 2019 ended well, I reckon the company would have done a year end update. Lack of current information combined with the ongoing uncertainty about Mira Makar’s holding and how she will vote it in critical meetings is what is keeping this level “artificial221; for a while, I reckon. Any sale of size has the market running scared unfortunately. TRD is one for the patient and that is not easy for active investors if there are other opportunities around. Like I say, I continue to hold for dividend and/or rerate but the larger holding I had was accruing an opportunity cost.
bones
24/4/2019
16:57
I can’t understand why people would sell at this price when it is so artificially deflated. The potential overhang never materialised and the issue about the share register was proven a lie, seems odd.
brendainvesta
24/4/2019
16:43
But of a down day on small trades !Sicknote
s34icknote
16/4/2019
12:58
....it will either be a slow climb up OR rapid (if announce new big contract win) OR 70+ chairman sells company to 3rd party as he retires for quite a lot more than its current value
netcurtains
16/4/2019
12:15
Edpick, I would not say it is in decline in the structural sense peculiar to Triad but it is in an economic downswing in line with the macro picture. Recovery in share price will be affected by both company actions and the macro environment, I think. In addition, TRD is weighed down by the disruption of the 24% shareholder that the company successfully sued for harassment recently. See posts throughout 2019 here for that detail. I am not as down on this share’s future as perhaps you are but patience will be needed, I agree.
bones
16/4/2019
11:40
Bones, definitely agree with you about the latent value but at the moment I can't see it being unlocked. All of the directors have been associated with the business 10+ years and I don't get a sense of any drive/desire from them to realise shareholder value here. Given the cash, I'd think there'd be a floor in the share price not too far from where we are now. However, as the business is, as I see it at the moment, in decline, I reckon shareholders could be frustratingly hovering around these levels for some time. Going to keep an eye out for the results and might change my mind.
edpick
16/4/2019
11:12
Edpick, I believe many of us are waiting on the final results for this information; is trading holding up and will we see a more aggressive dividend policy? Historically, this company is not a risk taking acquirer of companies. It has always coasted along organically, riding the economic waves up and down, with more average years than good. I do not believe it is on the decline and - finally - the executive directors have an equity interest via options which I would hope would cause them to extract the proverbial digits. Fundamentally, I am here to exploit the latent value which emerged when the price fell in late 2018. I’m not expecting fireworks but I see scope for 100% gain from here. I think all small caps have suffered badly from the current economic jitters and the resulting lack of liquidity. These characteristics in the market will change as they always do in such cycles. That’s my outlook anyway.
bones
16/4/2019
10:30
Thanks Bones. So no one really knows why they aren't buyers at these levels... With the cash balance and market cap where it is this, company seems tremendous value. However, I'm not really seeing any strategy or clear direction reading the annual report and interim - just caution over the competitive environment. The cash is pointless if it's just going to sit there. Why not indicate to the market their intentions with it? Extrapolating the interims forward to next year, another £2.5m drop off in H1 revenue but improvement in GM to 20%, with administration costs constant would give H1 profit of c.£200k. With a declining trend like that I think the share price would suffer further. Question is, is this a business on a serious decline?
edpick
16/4/2019
07:03
Edpick, I refer you to my post no. 1246 for a précis of the current shareholding status of the two executive directors, Burrows and Leer. I agree that they could show more willing to buy (when not in a closed period) at these levels but I think they are comfortable with their modest options and modest salaries. It is hard to know how motivated they are to really take this company to “the next level”. This is a pretty small company really with an air of lifestyle and lack of risk taking about the executive. Maybe it is becoming an income share due to cash generation and lack of growth potential unless they decide to acquire other businesses in the sector. John Rigg, the long-standing executive chairman and now in his 70’s does own 29% already. It is basically his company historically.
bones
16/4/2019
04:34
Surely this is in a closed period and the directors cannot buy between the year end and the final report?
rcturner2
16/4/2019
00:04
These shares look incredibly cheap. But why aren't the directors mopping them up at these seemingly low prices? There's probably many on here that have bigger holdings than some of the directors.
edpick
Chat Pages: 124  123  122  121  120  119  118  117  116  115  114  113  Older
Your Recent History
LSE
TRD
Triad
Register now to watch these stocks streaming on the ADVFN Monitor.

Monitor lets you view up to 110 of your favourite stocks at once and is completely free to use.

By accessing the services available at ADVFN you are agreeing to be bound by ADVFN's Terms & Conditions

P: V: D:20200122 11:00:41