Triad Share Discussion Threads

[sunshine today] 20/1/2021 16:41

Looking good

[netcurtains] 20/1/2021 16:27

Some of these jobs at Triad appear to be new contracts :

Triad are recruting for these contracts (15th Jan)

Transport Gov UK
(the Big G)

Dalcour Maclaren


Addaction UK
(charity)

[euclid5] 20/1/2021 12:44

By facilitating the conversation and allowing stakeholders to converge on a common
understanding of the way forward, Triad was also able to deliver a business case for a major investment in building a technology platform that has future needs covered.

[euclid5] 20/1/2021 12:40

Netcurtains ^^^^^^

Triad’s successful delivery of this modern platform marks the beginning of a significant transformation for the RTFO’s business processes by providing a rock-solid foundation for our future operating model.

Triad’s exceptional understanding of the underlying business, coupled with their technical expertise, has been instrumental in enabling us to move forward with our strategy.”

Richard Lynn | Project Sponsor & Head of Compliance, Department for Transport

[euclid5] 20/1/2021 12:35

Would be good if they were recruiting at BMW to work on that BChain project?

Thanks for that info - huge market in Block chain, with very little doubt - that Invesco report is well worth a read

[euclid5] 20/1/2021 12:25

Interesting, the above ETF, has a holding in Microstrategy

MICROSTRATEGY INC-CL A USD0.001 US5949724083 8.77%

CEO Michael Saylor announced in a tweet Monday that the latest purchase was made at an average price of $21,925 per bitcoin (BTC, -7.39%).

The business intelligence firm now has 70,470 BTC worth over $1.596 billion in its treasury reserve. Saylor said in the tweet that MicroStrategy has spent $1.125 billion on bitcoin to date, at an average price of $15,964 per bitcoin.

[netcurtains] 20/1/2021 12:11

euclid5: Interestingly BMW in Bracknell employ quite a lot of IT consultants from smallish consulting firms (its next it Waitroses big IT and e-commerce centre).
Fords used to employee Logica (now CGi) to do lots of their IT but then CGi often appeared to subcontract back to Triad. Triad have been doing work for the Department of Transport so it is an area they know well.

or


key phrase: Transport sector expertise

[euclid5] 20/1/2021 12:07

Invesco Elwood Global Blockchain Equity UCITS ETF

The index offers exposure to global companies in developed and emerging markets that participate or have the potential to participate in the blockchain ecosystem. It is designed to evolve with the potential growth of blockchain technology.

Dec 20 Fact sheet:



Blockchain networks
2. Organisations have begun commercialising enterprise blockchain networks across multiple sectors such as insurance, banking, trade financing and shipping, and in many cases have now achieved scale.

3. A number of new permissionless blockchain networks have recently launched to address enterprise applications, and there is increasing cross-over between permissionless and permissioned tracks.

Critical network components such as nodes are often hosted in cloud environments of established providers (e.g. AWS, Microsoft Azure) for better performance and oversight.

Blockchain components are quietly integrated into the traditional enterprise IT stack, abstracting away the underlying complexity from end users who are unaware of what is going on in the back end.

[euclid5] 20/1/2021 11:51

BMW, Ford Working on ‘Tamper-Proof’ Blockchain Identities for Vehicles

a working group formed under the Mobility Open Blockchain Initiative (MOBI) and co-chaired by the two car giants, has released the second instalment of a standard for how to record the "true" identity of vehicles on a blockchain platform.

Dubbed vehicle "birth certificates," the Vehicle Identity Standards I and II focus on vehicle registration and maintenance traceability in order to provide a "tamper-proof" history of the vehicle to buyers, regulators and insurers.

“Vehicle registration on blockchain allows formerly disconnected vehicle registration systems between states and countries to connect using a secure, shared, and trusted ledger," said the working group.

[euclid5] 20/1/2021 11:49

Ok thanks for that note Netcurtains

[netcurtains] 20/1/2021 11:09

euclid: Its probably best to keep the blockchain to the other thread as this is basically two separate investments (although I dont mind if you want to post it here - its up to you).

the two stories:
There is one: potential of a new Kainos (pe48 to pe72) story with Triad. If Triad made £1m and had a pe of48..... This is the story that appeals to me.


There is two: the blockchain story. Blockchain is something else again. Its an unknown unknown and best left to experts of that to discuss on separate thread. It really deserves a whole thread to itself. It can EXPLODE NORTH or SOUTH within minutes.
Its not really why I'm in Triad, although I was/am very lucky the two stories coincided/coincide

This is where Triad might be going (due to staff numbers STILL going up):

[euclid5] 20/1/2021 10:50

BMW, Ford Working on ‘Tamper-Proof’ Blockchain Identities for Vehicles

a working group formed under the Mobility Open Blockchain Initiative (MOBI) and co-chaired by the two car giants, has released the second instalment of a standard for how to record the "true" identity of vehicles on a blockchain platform.

Dubbed vehicle "birth certificates," the Vehicle Identity Standards I and II focus on vehicle registration and maintenance traceability in order to provide a "tamper-proof" history of the vehicle to buyers, regulators and insurers.

“Vehicle registration on blockchain allows formerly disconnected vehicle registration systems between states and countries to connect using a secure, shared, and trusted ledger," said the working group.

[netcurtains] 20/1/2021 08:14

The RSI is coming right down. But where is the "new" bottom. We know they are doing well (recent update) and thus we know almost certainly they will be doing even better in the next update.
So one assumes the bottom will be about 1/4 to 1/2 the way to the next results date PROVIDED Triad do not release a RNS about any contract wins.
Its possible, now that Triad are employing LOTS OF PERMENENT staff they will have to announce contract wins via an RNS otherwise there will potentially be lots of insider trading by quite well paid staff who probably have a bit of cash to invest.

[sunshine today] 20/1/2021 06:25

Just £7M for the whole company after cash deducted

Nuts V potential growth

[bigeasytrader] 20/1/2021 06:04

https://www.stratisplatform.com/2020/12/31/stratis-interflux-ethereum-interoperability/Ethereum coming to the Stratis platform

[netcurtains] 19/1/2021 14:13

19th Hole: "I wouldn't be reading TOO MUCH into this." Agreed, hence I said dont bet the farm and could fall further etc etc....You can read SOMETHING but not TOO MUCH is exactly how I see it. My 12 month target is £1.50 but could be hopelessly miles off the mark (one way or the other)

[19th hole] 19/1/2021 13:30

My guess is that post April 6th you will see some more Bed & ISA transfers. If you own over 60K of these and seen the price rocket already then that creates a significant capital gain. Of course not only does it protect long term against capital gains in the event of the share price rising further but also protects should he choose to sell at any point in the nearer term. Ultimately its just good money management with the tax year end approaching and certainly is no agro - just phone the broker and given them the instruction. I wouldn't be reading too much into this.

[7rademark] 19/1/2021 13:27

I'm not over exposed, just adding on weakness, feel for the 165p buyers but I'm sure they will get their money back and maybe more.

[netcurtains] 19/1/2021 13:08

19th Hole: Oh I didn't know that, i thought you have to pay commission on the buy and sell price. £35 sounds a good deal. thanks.

Still, question still applies, why bother doing it if dont expect to pay tax on the profits?

So I still feel £1.5 in 12 months is a reasonable bet - but as I said dont bet the farm on this and of course, with your piece of the jigsaw the case for £1.5 still stands (within reason).

None of this needs blockchain.

I have only a tiny number - I'm hoping to buy more but at a much cheaper price in the 50s and 60s or even 30s and 40s but its not certain it will ever go down that low. But if news flow drys up and the sells continue I might be able to get them really cheap - but I gut feeling is something fundamental has changed and will be lucky to get under 60p - but who knows.

[19th hole] 19/1/2021 12:58

How is a Bed & ISA transfer expensive? The difference is 0.24p - less than £35.

[netcurtains] 19/1/2021 12:26

7rademark: Dont be over exposed in it but yes, generally speaking it looks like Triad really are going for it big time with permanent staff recruitment.
Its a sign of massive confidence and booming markets.
Some of this is already in the price but I still have a possible 12 month price of £1.5 marked in.

I know some see a higher price but that depends on blockchain, my price is NOT dependent on block chain, its dependent on continued growth - it doesn't even need much news flow - just the growth

[7rademark] 19/1/2021 12:16

Volume is now tiny, 7% knocked off the mcap for 20k volume is a complete but usual pss take. One piece of news and this will double, as mentioned taking on permanent staff in this climate is a good indication of things to come.

[netcurtains] 19/1/2021 10:36

;-) Thanks.
(I'm not buying a Rolls but might get a new skateboard)

[imastu pidgitaswell] 19/1/2021 10:33

Blimey, just noticed this again...

Well done on this - really pleased for you. When nobody else wanted to know.

Even better that you took the money and ran. Sensible enough to make a small punt at these prices - if it goes lower you can buy more back and your realised profit will be even bigger. I've been doing that for years, and it works, year in year out.

Funny how it's all gone quiet though - definitely well done on selling out near the peak...