Triad Share Discussion Threads

[sunshine today] 21/12/2020 18:08

I have no idea when we might get more news on the framework agreement.

TBH I am not even looking for it, because from what I have found just searching public knowledge one can see that at some stage the shares will reflect the partnership.

I totally agree absolutely nothing is priced in today.

Basically your buying into two sides of the same company.

The first is their standard fare, growing we think at 30% odd while at the same time margins are on the up.

Clearly profits from that are limited, simply because you can’t find enough of the right people, for starters.

Going into next year and beyond the Stratis agreement could see profits, margins and the PE go from previous episodes of 8 ish to way past 25.

[netcurtains] 21/12/2020 17:49

I was talking about the RECENT trading update. You are talking about January. So I agree with you and we should "watch this space" but its not in the public domain yet - so it might break open soon OR it might not. We just dont have the timeframe.

[sunshine today] 21/12/2020 17:44

The two companies will then collaborate to develop, deploy and market blockchain applications to help businesses improve operational processes, enhance security and reduce costs to unlock ROI.


“DEPLOY AND MARKET”

[netcurtains] 21/12/2020 17:43

ST: I Agree about the C# and Triads hand in this - but this blockchain area is not what the recent good trading update was about (in my view) this blockchain is all bubbling in the background and news could break (or not) at any moment. Its a hidden variable.

[sunshine today] 21/12/2020 17:42

Net, have you any idea just how huge the Stratis framework is for both companies.?

[sunshine today] 21/12/2020 17:40

Why C# / .NET and why does it matter?
The Stratis Platform is the only Blockchain as a Service platform which is built from the ground up in the C# coding language, which was developed by Microsoft as part of the larger .NET ecosystem. Here are some reasons why this a big deal for Stratis:

1. The C# / .NET ecosystem is home to one of the largest suites of development tools in the world of software development. If you are developing a Stratis-based application you can use these tools to aid you in both the development of your application and the auditing of your code. More tools are being developed all the time and the more the ecosystem grows, the more powerful Stratis becomes as a blockchain and dApp development platform. Stratis exists in symbiosis with C# / .NET, an environment which is actively supported and improved upon by Microsoft and numerous other companies and individuals. The value of this relationship should not go understated.

2. C# is an industry standard language, used by many enterprises in part for the very reason outlined in point 1. If an enterprise looking for a blockchain solution is familiar with C#, then being able to utilise the .NET environment will be a very attractive prospect.

3. The community of C# developers is one of the largest in the world and exists across the globe. It is a widespread language used by millions of developers. This means that Stratis will be catering to a massive audience with access to auditing tools and auditors from a community numbering in the millions.

4. Theoretically, any language that can be translated into Common Intermediate Language (CIL) will also be supported for Stratis. This means native C# and F#, VB, and any other language where software has been written to compile to CIL. This opens up the door to developers who want to build specific applications which are better built using a non-turing complete language such as F#. There is a case to be made for smart contracts coded in F# over other languages. This adds further flexibility to the platform at the coding level.

[netcurtains] 21/12/2020 17:34

ST: Yes GEO is also an important Triad software area. I think, generally speaking, they are a Gov-UK Supplier and that is where they shine - anything from the electoral commission to the Home Office to Brexit processes at the Ministry of Trade.

[sunshine today] 21/12/2020 17:21

Another link showing the direction of travel.

Adrian Leer, Managing Director – Triad Group Plc

Fast forward to 2009 and my experience of driving out map-based software solutions with Avon Products gave me the perfect qualifications to help Triad develop their own geospatial solution.

[sunshine today] 21/12/2020 17:02

Windows market share way up Ito the 70% plus

[sunshine today] 21/12/2020 11:05

This is why I believe Stratis has chosen the correct route to mass market through the Microsoft platform.

[sunshine today] 21/12/2020 10:18

Benefits of Microsoft Professional Certification

Many independent companies decide to become a Microsoft Gold Certified partner as they are entitled to many competency benefits and privileges, like having exclusive access to Microsoft tools, utilities and toolkits, as well as to partake in Microsoft's ongoing training programs (available for low or no cost) and tutorials.

Firms who are Microsoft Gold-Certified receive continuous online technical support, news, updates and useful information from the software giant. Even more, partners can get up to 100 licenses for each Microsoft product they want or need to either strengthen their business or deliver value to customers.

There are also advantages in becoming a Microsoft Gold-Certified partner that other companies do not have - that is, until they too decide to partner with the software giant. These advantages include permission to provide Microsoft-based IT services and products to other businesses or clients, among other things.

[sunshine today] 21/12/2020 10:00

After further reading is does appear that FRP did get the ladies shareholding numbers wrong.

Apologies from myself.

[sunshine today] 21/12/2020 04:29

Good morning,

I guess it’s possible the trustee in bankruptcy, last time round, only gained part of the ladies 29% holding on day one.

Perhaps the shares were part in cert form, part crest.

That would explain why the final numbers never added up.

What we do know, is that she has 24.74%, until we are told otherwise.

[sunshine today] 20/12/2020 18:36

The Blockchain as a Service market is expected to grow from USD 623.0 Million in 2018 to USD 15,455.0 Million by 2023, at a Compound Annual Growth Rate (CAGR) of 90.1% during the forecast period. ... The Blockchain as a Service Market has been segmented on the basis of components into tools and services

[sunshine today] 20/12/2020 13:27

From the Stratis CEO Chris Trew last week.


Stratis will become a Microsoft Gold Partner in 2021


This event will be a Major milestone, as it opens up access to the likes of the top FTSE companies, in conjunction with TRD”S skills and talent.

[sunshine today] 20/12/2020 13:17

This can be found on the TRD portal.


As a digital application development and automation specialist, Triad also holds five Gold Microsoft competencies, is a Google Cloud Partner, and UIPath partner.


I believe with the two parties working together in 2021, we will see a huge leap in adoption through the Microsoft and it’s widely used programming language.

[sunshine today] 20/12/2020 13:09

This is also two years old , but think Microsoft.

Stratis (STRAT)

12 Best Proof-Of-Stake Coins For Passive Income
The Blockchain-as-a-Service niche has been calculated to be worth $7 billion.

Say what you want about cryptocurrencies as a form of money, but it is gradually becoming clearer that the underlying technology is here to stay and holds immense possibilities for several industries.

Similar to what happened in the early years of the internet boom, the trouble is that existing companies have trouble absorbing new technologies, are short on resources, and consequently unable to build their own blockchain systems or integrate it into their current system.

That’s where projects like Stratis come in, creating platforms that allow one-click deployment of blockchain systems tailored to fit the particular needs of a business.

Stratis is focused particularly on C# developers, who form a significant portion of the world’s development community.

It’s not the only BaaS project out there, as Lisk and Ark are creating comparable platforms, though focused on different development communities.

However, Stratis’ implementation of sidechains and smart contracts, and great provision for customizability is extremely persuasive, given that many businesses already make use of C#.

One intangible aspect of the Stratis project that must be mentioned is the work ethic of the team, and their remarkable achievements in hitting several major milestones.

In 2018 alone, they have launched an ICO platform, C# smart contracts in alpha, the Breeze privacy protocol, the Stratis Academy and an Identity app for iOS — and this is only a partial list.

Stratis Q4 RoadmapStratis Q4 Roadmap
Source: Stratis Blog
It would be remiss if we didn’t mention that Stratis is deepening its relationship with Microsoft (which is very keen on C# development, we might add), having been approved as a certified Microsoft Independent Software Vendor and making available its full node on Microsoft Azure.

The intention here is very apparent: Stratis wants to bring its end-to-end solutions directly to developers, and the Microsoft marketplace is a developer pool that can help them expand into the enterprise world.

This very expansion into the enterprise world is key to this project’s moonshot potential.

As more institutional funds pour into the cryptocurrency market, the wider world, especially small and medium businesses, are beginning to see the value in blockchain technology.

The issue is that the resources required to upgrade legacy systems and integrate blockchain technology is quite high. Stratis gives them the boost they need by making blockchain implementation as simple as a few clicks.

This is Stratis’ biggest x-factor, as it allows the biggest market, enterprises, to ease itself into the blockchain era.

[sunshine today] 20/12/2020 13:00

Two years old but clearly explains my belief that this is THE platform that will prove to be the winner in the next 3 years.

[sunshine today] 20/12/2020 12:36

C#


C# Corner is an global social community for IT professionals and data developers to exchange their knowledge and experience using various methods such as contributing articles, forums, blogs, and videos. C# Corner reaches 3+ million monthly users worldwide.


That’s the number of developers who have direct access to work on the Stratis platform.

[sunshine today] 20/12/2020 12:14

Only a tiny lump of profit is required from the partnership to see the stock rocket over the next few years.

The reason for that is TRD”S tiny market cap, £8M less £4M cash and the re rating that will occur.

[sunshine today] 20/12/2020 12:11

Good lord , the only district in Surrey not in T4.

[netcurtains] 20/12/2020 11:41

I know everyone is working remotely (see latest RNS) but its nice to know their HQ is in WAVERLEY (eg its not in tier 4 , not locked down if anyone needs to be in the office).

[sunshine today] 20/12/2020 10:14

Worldwide projected growth of BASS is 30% year on year up to 2030.

[sunshine today] 20/12/2020 10:04

Law case history also ensures the directors act on behalf of ALL shareholders.

Thus, no fear that the board can do anything, that’s not for the benefit of all shareholders

[sunshine today] 20/12/2020 09:05

So looking at the above pie chart STRATIS appears to be projected to take a 3.5% market share.

My view is it will be far higher, simply because of Microsoft and the vast number of developer’s who work with C# .

As I keep saying if you want something to grow rapidly, make it easy and free.

Just what Stratis are doing.

Then make sure your business model is BAAS.

Just what Stratis is.