Triad Share Discussion Threads

[netcurtains] 29/7/2016 13:26

Elections, Petitions, Referendum are all the rage at present...

Who are you going to call?

Triad...

[netcurtains] 28/7/2016 18:47

cgi up again today: 1.5%
Triad is getting relatively even cheaper.

cgi's UK arm is , more or less, Logica based in Leatherhead Surrey.
Triad are based, just down the road, in Godalming Surrey.

They both work on the same Government contracts

If cgi has a PE ratio of 19 then one would have thought Triad would be worth similar and thus I keep saying £1.20 a share.

This does not mean it will get to £1.20 a share, its just an idealistic plausible long term goal.

[netcurtains] 28/7/2016 13:08

It will be interesting to see if cgi go up again once USA Canada markets open.

[netcurtains] 28/7/2016 13:06

From cgi accounts concerning UK:
Revenue in our U.K. segment was $362.8 million in Q3 2016, an increase of $31.1 million or 9.4% over Q3 2015. On a constant
currency basis, revenue increased by $37.9 million or 11.4%. The increase in revenue was mainly due to new business in the
government and the financial services markets combined with higher work volume in the telecommunications & utilities vertical
market.
For the nine months ended June 30, 2016, revenue in our U.K. segment was $1,088.7 million, an increase of $112.5 million
or 11.5% over the same period of fiscal 2015. On a constant currency basis, revenue increased by $62.9 million or 6.4%. The
increase in revenue was mainly due to the same factors identified for the quarter. This was partly offset by lower work volume
with a client in the MRD vertical market.
For the three and nine months ended June 30, 2016, U.K.’s top two vertical markets were government and telecommunications
& utilities, which together accounted for approximately 67% and 66% of revenue respectively...

If the UK government is to stimulate the economy it will not do this by CUTTING IT spend in government - it will almost certainly increase...

Triad in partnership with cgi look good!

[s34icknote] 28/7/2016 08:18

That's a pound on current figures !

[netcurtains] 28/7/2016 06:44

Although cgi is Triads main partner also worth looking at are capgemini. From their web site:
"
Based on the first half results, we are raising our operating margin guidance for full year 2016 to between 11.3% and 11.5%."
"
Any change in margins for a small company like Triad can have a big impact on the bottom line....

Or look at Triad compared to Aveva Software. PE ratio: 58.8.... It has such a high PE ratio because its considered a rapidly growing company... Triad also is growing thus its PE ratio , I would suggest, looks all wrong. should be about 15 or a share price of about £1.

[netcurtains] 27/7/2016 22:12

Triad are in partnership on some major UK government projects with CGI.

cgi are worth about 10 billion dollars. cgi went up 7% today.



CGI's PE ratio is about 19....

triad has a PE ratio of about 5.

For TRIAD to be valued with the same PE ratio as CGI it would
need a share price of £1.20p

(and cgi went up 7% today)

If Triad got to 60p it would still be valued at only half of what
its partner is valued at.

Triad are very good value.

Do the sums, its all very obvious and in the public domain.

[red army] 27/7/2016 11:22

Nearly £8 a share in 1999 and it has now broken out of its downtrend since then and look very positive.

[s34icknote] 27/7/2016 09:45

Hi net .That's the good thing with this share It's a cheap all the way to 60 p and even at 60 p it's cheap on fundamentals.Spread puts people off and lack of liquidity . Guys lets make a pack . Let's not all sell at once when we're over a pound ! Sick

[netcurtains] 27/7/2016 09:30

Good to see battlebus has decided to REMAIN with Triad.. Wise move Boris!
(Triad, when originally launched went to about £5 a share)

[battlebus2] 27/7/2016 09:22

Likewise sick note. Bought results morning when I realised how cheap they were/are.

[s34icknote] 27/7/2016 09:07

Nice to see you here battle bus

[battlebus2] 27/7/2016 08:29

Moving well this morning with new recent high :))

[s34icknote] 26/7/2016 18:57

A nice steady rise to 60p before interims and then another 50 percent woosh on day of interims !

[netcurtains] 26/7/2016 18:24

a nice bit of "breaking news" or whatever would be great - just what this needs to push it over the 50p boundary...

[netcurtains] 26/7/2016 14:50

be nice to break 50p before end of Sept....

[netcurtains] 26/7/2016 10:29

...well as I say, if you buy at under 50p / 60p you stand a good chance of doubling your money within 12 months.

[battlebus2] 26/7/2016 10:07

Good move up today :))

[netcurtains] 26/7/2016 09:14

...so if you buy one share at 50p you should make 100% profit on your purchase (less costs).

[s34icknote] 25/7/2016 17:18

Like your thinking !

[netcurtains] 25/7/2016 15:54

Triad is cheaper than chips, Chips cost £1.19 at Mcdonalds


Ideally I'd like to see Triad worth at least the same price as
a bag of McDonalds chips

[s34icknote] 25/7/2016 14:58

Looks like buying on increase .Looks like slowly moving north again ! Would expect this to move to 38 39 p !Looks like the dust has settled on small caps again .back to fundamentals. It's cheap as chips !!!

[netcurtains] 25/7/2016 13:54

don't know but every small buy appears to move the price 1% north.

[s34icknote] 22/7/2016 10:08

What's are cashflow at moment ?Next results in September with trading statement in August .

[netcurtains] 22/7/2016 09:20

In two years time, Triad's current share price would be worth less than the petty cash it keeps in the bank