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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
  -3.00 -2.65% 110.00 105.00 115.00 110.00 110.00 110.00 5,091 08:00:19
Industry Sector Turnover (m) Profit (m) EPS - Basic PE Ratio Market Cap (m)
Software & Computer Services 17.8 0.6 4.3 25.7 18

Triad Share Discussion Threads

Showing 6576 to 6599 of 7175 messages
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DateSubjectAuthorDiscuss
17/6/2021
09:10
Nice to see it edging higher. The current price is probably absurd considering their outlook statement. (see header of this thread for outlook statement)
netcurtains
17/6/2021
08:33
They made £600k in the second half of the year so it would suggest profits of £ 1.5m for the next or maybe more depending on how quickly the consultants make a contribution to the results Interesting
ntv
16/6/2021
18:53
Director buys at £1.45P (March 21) My money is on them. It’s absolutely clear the business model was changed two years or so ago. It’s profits that drive share prices, the re rate started at 30P last November, when the company broke even. Yesterday we had a true £600,000 profit and dividend. This year I am looking for £2M profit, slightly weighted in the second half, as more consultants are employed and a small blockchain contribution.
sunshine today
16/6/2021
17:04
Plus allow limits to be hit for which ever agenda they have D
dennisbergkamp
16/6/2021
16:52
One of those weird matched trades in the closing auction. That should ensure an opening quote tomorrow of -21 and should help shake out a few more of the “FFS” brigade! I think these closing auction unwinding trades are engineered by the MM’s in illiquid stocks. They know there are some twitchy investors from early in the year who wont like the opening quote tomorrow, which should be 105 (unless there’s another RNS).
bones
16/6/2021
16:51
Not sure. Advance losers list still shows it down 13%. Will find out at open tomorrow
deeker
16/6/2021
16:48
Do we know why the price rose so much on close? Is that some sort of glitch? Or is it a real rise?
netcurtains
16/6/2021
15:31
thanks winning or a finalist should help the sales reps get some more sales. I mean winning the "booker prize" with books helps loads (even being a finalist) So by the same token this award (or finalist) will help Triad a lot. When companies take on a new software house they want to know is this a "safe pair of hands". The award or finalist gives the company confidence that picking Triad is the best bet.
netcurtains
16/6/2021
15:15
Bones I believe we will see at least 3 years of 100% plus growth,(each year.)
sunshine today
16/6/2021
15:11
Netcurtains TRD have reached the finals , we should know on Friday if they win outright. Just being in the finals is an achievement an outright win would be a nice surprise.
sunshine today
16/6/2021
15:08
It’s the old Dec/Jan spike buyers bailing out IMO. Based on the H2 data given to us yesterday, the profit for the current year to 31/3/22 should be in the £2M area, maybe more. Post-tax, we could be looking at a PER of 8 to 10 on growth of 200-300%. As growth should be ongoing, today’s price would be way too low this time next year. Next update could be at the AGM when they name the date (August?)
bones
16/6/2021
15:01
33% average margin using own consultants.
sunshine today
16/6/2021
12:20
70% chance you're right DEEKER. 30% chance a director will do an interview with a journalist etc or share get tipped or announce big contract win or announce better than expected market conditions. Historically this share has risen after results, sometimes a month later. So 70:30 odds. Otherwise its a hold until more news....
netcurtains
16/6/2021
11:59
Now that the results are out share price is likely to drift or remain static in short term. With the director buys and buoyant outlook having very little impact it looks like it will take a blockbuster announcement to give any real impetus to share price. Either that or another bullish surge on cryptos and the FOMO crowd jump aboard.
deeker
16/6/2021
09:29
Sunshine Today: When will we know if Triad won the award?
netcurtains
15/6/2021
19:46
Cjohn “And even if it is a winner, all TRD is doing is supplying consultants.” ////////////////////////// Incorrect Please re read the partnership agreement of January 9th 2020 Under the partnership, Stratis will help identify where blockchain is the best placed technology to resolve Triad's clients' business problems. 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.
sunshine today
15/6/2021
19:45
My PE values are based on RELATIVE (eg others in the sector that are doing well). I know Triad compete on many projects with: CGi - PE ratio 24 and Knos - PE ratio 44. They dont just staff, they run and project manage entire projects. So if Triad made £2m profit that would give them a price of £48m if Cgi and £88m if Knos. So potential for increases between doubling and quadrupling the current price. Current price is £19.19m
netcurtains
15/6/2021
18:24
Nonetheless, CJohn, if the bottom line profit triples this year, I would still expect a good share price even without a pe multiple increase.
bones
15/6/2021
18:21
It's a question of transparency of revenues. We know that the non-blockchain business is developing very well. And moving to higher quality work. This is clear and predictable. TRD's involvement in blockchain is as a potential provider of consultants to Stratis. Blockchain as a whole probably won't live up to the insane hype that was rampant earlier this year. In the blockchain space itself, Stratis may or may not be a winner. The chances that it is an astronomical winner are astronomically small. And even if it is a winner, all TRD is doing is supplying consultants. BTW there's no sustainable economic REASON why a staffing company like TRD should trade on astronomical PE multiples.
cjohn
15/6/2021
18:19
This could be a technical play short term in the sense that there are likely to be (as anecdotally evidenced today on this thread) a large number of shareholders who bought in the new year frenzy that caused the spike from 50p to 150p. Many will likely bail if they have not already done so (and many will have done that months ago on the plummet to sub-100). Last year’s numbers were never about blockchain but that technology will figure in the future building of business areas. The specific relationship they are developing with Stratis is a fact and I would like to think the growth of Stratis as set out by Sunshine Today will cause Triad to accrue a part of the benefits. Hopefully the current year will see that element become important and be worthy of more mentions next time. Once the blockchain sellers are done, there should be the realisation that, based on the company’s 25%+ margins and growing revenues, the pre tax profit for the current year to 31/3/22 could easily come in north of £2M, a 200%+ increase in that metric. If growth is still seen at that stage, there should be a rerate worth having. I wouldn’t be unhappy if my holding tripled in value in the next year and I think it can.
bones
15/6/2021
18:05
Managing director’s section contained: “The Group has expanded its business development capacity to include a focus on areas such as financial services and technologies such as blockchain, in addition to an increased focus on the public sector.” The common denominator here.: /////////////////////////// Huge chunks of the financial sector use Microsoft C# and their staff are familiar with it, on a daily basis. C# .Net Microsoft Straits built their protocol on C#.Net. TRD has massive experience of the same language and more importantly can implement solutions for very large clients in that language. The clients can also build their own smart contracts on the Stratis protocol.
sunshine today
15/6/2021
17:55
“32campomar15 Jun '21 - 16:43 - 3029 of 3031 “You’re a bit touchy there, but never mind. The point is there was barely any mention of blockchain in the results and that’s a big disappointment. “ ////////////////////////////////////// It’s not a disappointment for me. The two sectors TRD are going for is the financial sector and Blockchain ( as today’s results) My personal research into TRD”S partner, Stratis and particular the CEO”S experience in the financial sector points to a very bright future for both companies. Web 3, a U.K. stable coin, IOT, supply chain, BAAS, One of the big four accounting firms, Billion dollar US crypto fund, the list goes on, and on. TRD delivered today, and I believe the company is seriously undervalued. The directors are also of that view, or they would not have been buying the shares.
sunshine today
15/6/2021
16:47
32campomar, I disagree: The real profits here in the years ahead, that will push the rating up substantially, will be from stable recurring income streams. The results today reflected the managements decisions and planning two years ago. TRD are going all out to lift margins, and the quality of earnings, at the same time. Thus in two years time I fully expect that the shares will be a multiple of today’s price and Blockchain will be the enabler for a large proportion of the companies profits. It appears your not in the same camp, fair enough. I respect that, and at the end of the day ,only time will tell.
sunshine today
15/6/2021
16:46
I've updated the header with the latest info from results and removed all header posts from 2020: Cheers Net
netcurtains
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