Triad Share Discussion Threads

[juju44] 04/5/2021 20:51

Do I see a double top ?

[bones] 04/5/2021 20:17

Any chance of calling a truce here? :)

[davevt] 04/5/2021 20:07

Ctea is a known 4 year scam and I was instrumental in exposing it's previous scams to investors and exposing blatant rampers.

Why?

And why did you cross ramp this share over on there?

[sunshine today] 04/5/2021 19:48

davevt

Why do you constantly troll the CTEA thread, 800 posts, and another ten today.?

[davevt] 04/5/2021 19:11

Ash,,what do you need to be 'updated' about?

And why?

What do you need to know about a share you have already invested in, other than negatives so you can get out quick and not get your fingers burnt...

[netcurtains] 04/5/2021 18:35

32campomar: One thing is sure, Wikipedia suggests that Satoshi Nakamoto is British and I think we can take it further, I think we know who it is.
But keep it quiet.

[32campomar] 04/5/2021 17:30

Looks like we are pretty much at the bottom of the current trading range and due a bounce.

[sunshine today] 04/5/2021 14:39

Beyond banks

It's not just banks that rely on India to keep their operations functioning. Companies on the periphery of financial services, such as consultancies and accounting firms, are facing similar challenges.
Together, Accenture, Deloitte, EY, KPMG and PwC employ nearly 350,000 people in India.
EY India, which has over 56,000 workers, activated a business continuity plan at the start of the surge, which included shifting work to other geographies.
Almost all of its employees are working from home, according to Julie Teigland, a regional managing partner. "A significant number of EY people and their family members have been directly impacted by the severe second wave of Covid in India," she told CNN Business.
Social media is a lifeline for desperate Indians. And a threat for Narendra Modi
Social media is a lifeline for desperate Indians. And a threat for Narendra Modi
EY is providing staff with additional medical insurance and Covid-related leave, which can be used to care for sick family members. It is also working with NGOs to facilitate medical supplies and meals for patients in hospitals.
PwC's Covid helpline provides employees with information on availability of beds, medication, equipment and testing. "We are making sure that all those who have emerging medical needs for themselves or their family members can take time off without having to worry about their leave balance or business continuity," Satyavati Berera, chief operating officer of PwC in India, said in a statement.
KPMG India said that all of its staff are currently working remotely or from client offices if necessary. KPMG International has donated funds toward supporting the country's critical needs, including the provision of oxygen, hygiene equipment, ambulances and other medical supplies.
Accenture, Deloitte and EY are working with other US companies to provide India with critical medical supplies, vaccines and oxygen through a partnership supported by the US Chamber of Commerce and Business Roundtable.
Accenture, which employs about 200,000 people across seven cities in India, said in a statement that it could shift functions elsewhere if necessary.

[sunshine today] 03/5/2021 17:46

Strax token value 3/1/21 $.3628

Strax token value 4 months on:, (today). $2.52

That’s a 7 fold rise in TRD”S partners, token / coin valuation.

[netcurtains] 02/5/2021 17:31

Boozey: That is sort of true but in fact Logica got into the FTSE100 back then and also Marconi went ballistic - so some money making companies did explode!
I dont think either Marconi or Logica exist now....

I've bought and sold Triad so many times I forgotten count!
I certainly will top up on any news and possibly on weakness too.

[boozey] 02/5/2021 13:54

Well net for sure the bubble will burst at some point.... but for now it is time to be invested. The big difference between now and the dotcom era is that most of these digital tech companies actually make money now whereas the reverse was true at the turn of the century. And the only companies that got caught in the hype were those with a ''jam tomorrow'' image. BATM was a classic example - it went to £70 at one point having been tipped at £2 by Edmond Jackson in the Sunday Telegraph a few months before.

Those companies that actually made money like Microsoft went sideways. I remember well being at conferences where the likes of Gerstner and Gates bemoaned the fact was that their greatest mistake was to make a profit. If they had made a loss their share price would have soared..so their theory went. How times have changed!

I have a modest holding here but will look to top-up on further weakness.

[netcurtains] 02/5/2021 11:52

a lot of people are talking "dot com bubble".
Triad's share price was £4.90p on 1st January 2000.

Lets see how far we get to that level.

[sunshine today] 30/4/2021 17:34

ast17,

At least we have not suffered the same number of posts from Davevt that the village idiot has plastered all over the CTEA thread.

Found 775 RESULTS.



Davevt “ s modus operandi however, is exactly the same.

Here is a typical post from this afternoon.

/////////////////////////////////////////////////////////////.



davevt - 30 Apr 2021 - 14:24:07 - 9915 of 9917 CTEA - blockchain...an interesting one - CTEA


And when I posted it there were sells at 2.4.

So tell me what's 'interesting' about this?

Why was it not 'interesting' when it was down to you?

I don't remember seeing 'interesting drop'.
?

[netcurtains] 30/4/2021 17:32

asht17: I think its good that davevt posts. I am confident of Triads potential and so might be Sunshine Today. Its good to have an alternative view. Who knows we might both be wrong and davevt right. Nice to have a mix of views.

[asht17] 30/4/2021 17:09

Long term investor here in at early 50s and still holding as I see potential.

Why does it bother you so much Davevt. I appreciate Sunshine posting things here. It actually keeps me updated and brings to top things I may not have found myself especially sometimes Twitter brings up other things when searching ‘Triad’. Of course, I still always take everything with a pinch of salt posted on boards and social media as one should do their own research before investing.

Not sure why it bothers you so much about his posts, just ignore them if that’s the case. But your posts constantly against Sunshine posting are annoying.

[davevt] 30/4/2021 16:03

So sunshine did 4 very in depth copy and pastes, starting just after 7am.

You must REALLY REALLY want to get out of this share 🤣

[netcurtains] 30/4/2021 15:23

If you read this interview with Adrian Leer again (from Feb 2020) he makes a point that Stratis is very similar to Triad in the early days.
Perhaps, in the back of his mind, even in 2020, there is some sort plan afoot.

Read it again

[sunshine today] 30/4/2021 12:34

This is a five minute listen.

Stratis is mentioned towards the end so don’t hang up.

It explains why Stratis is likely to be a massive player in the blockchain space, gaining adoption at rates that other protocols can never obtain , by design.


Put simply Stratis Blockchain will be understood by all languages. ( new and old ) developers can create apps in the language they have used for years , without the need for conversion.

[sunshine today] 30/4/2021 08:27

Gross margin:

For the period ended 30 September 2020 the Group reports revenue of GBP8.7m (2019: GBP9.0m). The profit before tax was GBP1k (2019 Loss: GBP0.28m), gross profit has increased by 13% to GBP1.49m (2019: GBP1.32m) and gross profit as a percentage of revenue has increased to 17.1% (2019: 14.6%).

The effects of the Covid-19 pandemic have created some strong headwinds in a limited area of the business but profitability has improved during the period. Gross profit has grown at much higher margins than in previous periods, as the business continues to not only build more revenue from key accounts, but also continues to increase the ratio of permanent headcount to contractors on consultant-led engagements. Further, due to changes in working patterns, there is a limited reduction in operating costs and no members of staff were furloughed.



/////////////////////////////////////////////////////////////////////////////



Takeaway from the above.

Overhead costs benefits are limited as working pattern changes are a one off over the past year.

However,

Gross margin jumps as more permanent staff are hired, and those staff get placed into businesses, on long term contracts.

The earnings profile becomes more stable over time.

Gross margins are now flying, the room for those to grow, is very considerable, in fact, a target to double them is not unrealistic over the next ten years that would match the best in the industry.

Considering the vast number of new consultants, and contracts, have yet to feed through to results, we should be looking at 20% margins fairly soon, and I would expect a good 1% year on year, improvement for my forecast 3 years ahead.

[netcurtains] 30/4/2021 08:16

Triad will be playing their part at this conference on 18th June:

[sunshine today] 30/4/2021 07:44

If the central overhead costs can just be held, let alone fall , the impact on profits, with a large turnover increase, will be very, very, substantial.

[sunshine today] 30/4/2021 07:41

This is from the last set of interim results .

The Group did not furlough any staff, instead utilising all available capacity to support the Group's intention to grow the number of permanent consulting staff. This has resulted in sixteen new hires since the beginning of the year, taking our consultancy headcount to nearly 50 - the highest number for several years.


Let’s say they started the year with 32 and by last November had hit 48.

Today we can see from the company web pages the number is 60.

From this, we can deduce that in the last 16 months consultant headcount has doubled.


The perfect mix is to keep utilisation rates v high and staff growth rates to match.

The reason I believe profits will be growing at a clip over the next 3 years.

Of note, the central overhead of the company actually fell in the first half by £100,000.

[sunshine today] 30/4/2021 07:17

A quick re cap.

At the interim stage TRD were flat out delivering solutions, and said two contracts were due to start in the new calendar year.

Then TRD issued this trading statement.

26 January 2021

Legal Entity Identifier (LEI) No. 213800MDNBFVEQEN1G84

Triad Group Plc

Trading Update

Triad Group Plc is delighted to report that, as a result of recent successes in winning new business, the Board expects that results for the second half will be significantly ahead of the same period last year.



My point being, that the recent success in winning new business, EXCLUDED the two contracts due to start in January 2021. Those contracts were won ages ago , and had not yet been implemented, nor were they recent wins.

[netcurtains] 29/4/2021 13:47

thanks bones - all bought cheaper than all those Director buys too.