Triad Share Discussion Threads

[netcurtains] 06/1/2021 11:32

weatherman: How about it was to follow Majestic Wine - PE 50!!!! #WINE
It is realistic for growth stocks (Triad is in the 'growth' subset of businesses) to have a Market Cap at least the same size as their turnover.
TRIAD is an outlier in that it is cheap with or without blockchain.

Unlike Parity, Triad now have a new business model of permanent staff. This resets the whole business in a million and one ways. This year is GROUND ZERO of the change.

[sunshine today] 06/1/2021 11:32

Director 29%
Ex Director 24%
Charlton 6%
Some other I think 4% ish

[dorset64] 06/1/2021 11:28

ST, in the old days & first major gold bonanza it was well known around the world that very few people/co's made large profits mining for gold, due to the cost of travelling, price of gold at the time & the sheer number of individuals all doing the same.

This however was the complete opposite for those supplying the shovels, pick axes etc to the mining industry as, no matter if the gold price went up or down, everyone needed to buy shovels & picks whether they found 1oz of gold or 1,000oz's.

Suppliers to the industry in the main made far more money than the actual gold miners.

[weatherman] 06/1/2021 11:27

OK - if TRD was to follow ARGOs rise it would go up x20 to 1400p - although I don't think that is very realistic :)

[ntv] 06/1/2021 11:26

struggling to find a list of major shareholders
They don't seem to put it in the annual report
any help appreciated

[sunshine today] 06/1/2021 11:06

You missed it because the company does not shout about it.

Just as it should be

[sunshine today] 06/1/2021 11:05

Well your one of the smartest yet,

Reason

Coins are dangerous plays and always will be plus investors are extremely wary

ARGO the Bitcoin miner will never, ever have PE ratio that can go constantly up.

BAAS is the cream 95% margins long term recurring revenues

[dorset64] 06/1/2021 11:00

ST, I'm a noob at the blockchain/BC arena and without rushing in have taken my time to try & understand the arena by researching it to high heaven.

I was sat on the outside thinking have I missed the large gains in the actual coin, industry suppliers & miners but kept looking for areas to enter and especially ones that I believe have been missed by the wider market or ones that are about to enter it in a bigger way, hence my initial buys here plus I will also keep buying regularly until the story changes, if it ever does or will.

I bought into a few stocks including ARB, BLU & TRD.

All the best and the above is all imo & not advice to anyone.

[sunshine today] 06/1/2021 10:50

What I find refreshing is a comment like yours Dorset64.

You obviously see that the stock is grossly undervalued.

It’s actually mind blowing that one can still buy at these prices

[sunshine today] 06/1/2021 10:47

The MM are doing what they do best

They have just widened the spread that has the effect of lowering the mid.

[dorset64] 06/1/2021 10:46

I just believe that to date & in the blockchain world, this one has escaped everyones attention, it did me.

A current m/cap of circa £12.5m less the £4m cash held = a tiny £8m valuation when, you even remotely look at the 'enterprise' value £8m comes nowhere near it. Anyone investing now or for the next few months will see a royal return in short order imo.

[katsy] 06/1/2021 10:44

just bought in, showing as a sell

[sunshine today] 06/1/2021 09:22

If any one wants to know why I so, so , bullish on this tiny minnow of a company TRD

READ THIS





1) Who are the Leading Key Company in Global Blockchain as a Service (BaaS) Data Surway Report?



Following are list of players that are currently profiled in the report Microsoft, SAP, Deloitte, Accenture, Oracle, AWS, Cognizant, Infosys, PwC, Baidu, Huawei, HPE, IBM, Capgemini, NTT Data, TCS, Mphasis, Wipro, Waves Platform, KPMG, Ey, Stratis, Consensys, L&T Infotech ,

[sunshine today] 06/1/2021 09:19

1) Who are the Leading Key Company in Global Blockchain as a Service (BaaS) Data Surway Report?



Following are list of players that are currently profiled in the report Microsoft, SAP, Deloitte, Accenture, Oracle, AWS, Cognizant, Infosys, PwC, Baidu, Huawei, HPE, IBM, Capgemini, NTT Data, TCS, Mphasis, Wipro, Waves Platform, KPMG, Ey, Stratis, Consensys, L&T Infotech ,

[sunshine today] 06/1/2021 08:40

ARGO Blockchain hits just should of £200M this morning

Here after deducting the cash

£8M

Daft

[sunshine today] 06/1/2021 08:27

For new investors

[amt] 06/1/2021 08:26

SORRY if already posted but I think Sunshine is onto something here

[sunshine today] 06/1/2021 08:23

I am personally not much interested in profits from TRD”S traditional business.

It will only ever be the odd few million on a decent margin.

What has attracted me , ( and will the city, as time goes on ) is the extremely high margin Profits from BAAS ;

BLOCKCHAIN AS A BUSINESS

[tronkid75] 06/1/2021 08:22

Morning all! First ever post and total noob here..been lurking for 3 or 4 months as I'm in AA thru employee scheme..dont ask! I'm on 212 and my triad order has been pending since yesterday a.m...any ideas? Thanks in advance

[euclid5] 06/1/2021 08:21

when exactly will this start, will it be 1 April 2021?

"whilst significant work is planned to start in the new calendar year with two private sector clients"

See Outlook section

[euclid5] 06/1/2021 08:19

If they make circa £1m PTP FY March 2021

£1m / 16m shs = 0.0625

72p/0.0625 = 11 x earnings

[sunshine today] 06/1/2021 08:15

Long term holders are always in shock , and the great thing for new investors is they sometimes sell just as it goes up.

I’ve seen it time and again

[amt] 06/1/2021 08:13

Never thought I could get excited over Triad.
Now I am.
Put it in my potential ten bagger portfolio along with Trackwise TWD, Seeing Machines SEE Surface Transforms SCE and Bango BGO

[sunshine today] 06/1/2021 08:12

I might add it’s still valued less than peanuts.

[sunshine today] 06/1/2021 08:09

The company has always rightly be very low key.

Think client confidentiality

The share is in the process of a re rating based on

1/ Back in profit at half year

2/ Blockchain