Triad Share Discussion Threads

[sunshine today] 16/12/2023 08:55

Good morning,


RES one of Triads clients , in the private sector :: ( as noted in the Annual Report )

RES

RES is the world’s largest independent renewable energy company and is active in onshore and offshore wind, solar, energy storage, green hydrogen, transmission and distribution. As an industry innovator for over 40 years, RES has delivered more than 23GW of renewable energy projects across the globe and supports an operational asset portfolio exceeding 12GW worldwide for a large client base. Understanding the unique needs of corporate clients, RES has secured over 1.5GW of corporate power purchase agreements (PPAs) enabling access to energy at the lowest cost. RES employs over 2,500 passionate people and is active in 14 countries.







115,400 followers RES Linkedin.
1d • 1d •

Follow

hashtag#News📣;: We’ve taken a huge step forward today after securing a green hydrogen contract from Department for Energy Security and Net Zero.

We've partnered with Kimberly-Clark (parent company of household brands Andrex and Kleenex) at their manufacturing facility in Northfleet, Kent to flush away fossil fuels. The electrolyser we’re planning will use electricity from renewable sources to split water and create green hydrogen which will replace natural gas in the production process of toilet paper and tissues.

Marco Perona, EMEA CEO for RES, said: “Green hydrogen, created using low cost, British renewable energy, will revolutionise how we power industry, helping the UK to build a globally competitive, zero carbon economy in the process. HYRO, in partnership with Kimberly-Clark, is leading this transition with a large pipeline of projects and with this latest backing will show how we can make green hydrogen a reality.”

Alex Brierley, co-head of Octopus Energy Generation’s fund management team said: “This is a major milestone as this funding will enable HYRO to roll out green hydrogen projects at scale in hard-to-electrify industrial processes. Our first project will be working with Kimberly-Clark to flush away fossil fuels when manufacturing Andrex and Kleenex. We’ve got a big pipeline of projects to help even more industrial businesses decarbonise - and we’re on track to invest billions in this sector.”

HYRO, a joint venture between RES and Octopus Energy Generation, aims to decarbonise energy-intensive industrial businesses by developing green hydrogen projects to provide reliable and cost-competitive sources of clean hydrogen from renewable sources.

You can learn more about HYRO and our green hydrogen solutions here -

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RES are big on AI and Robotics , for more, search, front page of company opening home page, bottom right hand side.
( i can’t post the link).

This is just the area Triad consultants can give them an edge as RES have massive growth plans towards 2030.

[sunshine today] 13/12/2023 18:31

This is why i hold the stock, not for the next set of results, but for long term revenue and profit growth, from a low baseline. As revenues exceed the general overhead of the business each extra pound of turnover , should in theory at least, provide a big lump of profit. To a large extent that profit can be directly converted to shareholder dividends, at a super fast growth rate V the norm on stock market.
That should attract new investors into the stock over the coming years.


The boutique Tech Consultancy that wants to be the sector’s favourite by 2025.
Government supplier
Advantage of government being your client: you always get paid, and usually on time
Cash pile of £4.8M
No debt
SME
Stands to benefit hugely from new U.K. government procurement Bill. (SME “S) at introduction in late 2024.
For the first time, price will not be the overriding criteria for a contract to be awarded. The old EU procurement rule book is being consigned to the dustbin, allowing far more flexibility inc policies to allow SME”S with new solutions and innovations to win more contracts.
Extremely limited competition from Stock Market listed SME’S
Position on several uk Govt procurement frameworks inc RM 6263 : 73 suppliers: £4BN spend.
Massive Director shareholdings.
Repeated Director buying.
Stratis Blockchain partnership
Workpoint365 partnership
Microsoft golds 8
Growing permanent staff numbers
Low margin clients have been replaced with high margin work over the last 5 years at the expense of revenue growth. Now completed.
Quality over quantity
Partnership with ACE to expand this platform across all government departments.
Accelerated Capability Environment ( see Triad accounts for more info.)
Previous tax loss available to increase profits.
Premium listed on LSE
Dividend yield over 4.4% that can grow 30% a year with ease. 1P of dividends equates to £200,000 of pre tax profit
Low overhead cost structure
Staff work mainly from home or client’s premises
Never raised cash in a placement since admission over 25 years ago.
Extremely cash generative
Own growing IP portfolio
High staff retention
16.8M shares in issue
Shares tightly held.
Majority of staff share scheme shares issued at todays price.£1.35P
Only ongoing investment is in staff and IP
Massive drive by U.K. government to push innovation and social value, and digital’ to save taxpayers money.
No city following
No broker research or forecasting
Huge growth market
High staff retention rate.
Easing of hiring pressure and salary packages. ( Global IT slowdown ).
In house recruitment team
One of 20 members of U.K. Tech council, who include BT IBM MICROSOFT. The council advises the government on the direction of Tech.
Big in AI and robotic learning.
Working on cutting edge projects : renewables, U.K. courts, police, to name a few. This attracts high calibre staff
Recurring revenue stream beginning to build
Vacancies for several consultant positions
AWARDS
Chartered Institute for IT and Computing.

UK IT Industry Awards 2023 : 3 wins TRIAD GROUP PLC

[gleach23] 13/12/2023 12:56

Yes net, often if the share price moves for no apparent reason it's worth checking 1 hour and 2 hours after the move for a late reported trade to explain it.

[netcurtains] 13/12/2023 12:47

Ah I see, it was 10k

That is a lot of last minute confidence by someone

[netcurtains] 13/12/2023 12:26

If 1k of stock can affect price gawd knows what Good or Bad premininary results will do.

Is there hardly any stock available?

[1maxreward] 13/12/2023 10:46

No news is good news imo

[netcurtains] 12/12/2023 10:27

I'm not going to put money on that I'm guessing right,
but this time I think Triad's "delay" (if that is the right word)
in reporting preliminary results will not just be "bad news"....


Clearly Triad have been attempting to recruit EXTRA staff for quite a while
now.....sooooooo.........

One must assume there is no smoke without fire.

Cheers Net!

[sunshine today] 11/12/2023 08:24

Well worth a read particularly, as Triad has a very close relationship with this government Dept. ( see use cases on Triad Web pages ).


2024 will see the introduction of the new uk procurement Bill that opens the door for SME’S within Government.

The next five years are looking rosy for Triad as the competition at the very top , using security cleared , high quality staff, is limited to say the least.

At the same time the Government intends to dump its ties with old legacy computer systems that are still controlled by the big Tech companies.

[netcurtains] 06/12/2023 19:19

LinkedIn just now:

Triad Group Plc
Triad Group Plc
3,722 followers
Breaking news! The Cabinet Office have kindly agreed to let us talk about the work we’ve done to test the new… see more
LIKE 13

[sunshine today] 06/12/2023 18:34

More evidence that SME”S are going to get a far larger share of the cake.

[netcurtains] 06/12/2023 10:47

Interesting little spike here... Few day(s) before preliminary results...

[sunshine today] 05/12/2023 14:02

“PAC members said they believed the greatest risk to the programme, which launched in 2018 but was delayed by the Covid pandemic, was that DWP focused “exclusively” on the delivery of a new digitised service without achieving transformational change for claimants.”


Problem Solved, they just need a quick call into Triads Superstar.





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[sunshine today] 05/12/2023 13:40

“Triad have been retained to run the first assessment using the Cyber Assessment Framework (CAF) across the Department for Energy Security and Net Zero and the Department for Science, Innovation and Technology”


If they do a good job, i dear say they may be chosen to be used by other Government Depts, and private industry.

[sunshine today] 05/12/2023 13:36

Netcurtains.


2015 just short of 9 years ago.

So don't worry yourself on that account.

[sunshine today] 05/12/2023 10:06

Report on the subject last month.

23/11/23

The UK's cyber chief has today signalled that the threat to the nation’s most critical infrastructure is ‘enduring and significant’, amid a rise of state-aligned groups, an increase in aggressive cyber activity, and ongoing geopolitical challenges.

In its latest Annual Review, published today, the National Cyber Security Centre (NCSC) – which is a part of GCHQ – warned that the UK needs to accelerate work to keep pace with the changing threat, particularly in relation to enhancing cyber resilience in the nation’s most critical sectors.

These sectors include those that provide the country with safe drinking water, electricity, communications, its transport and financial networks, and internet connectivity

[sunshine today] 05/12/2023 10:02

“Triad have been retained to run the first assessment using the Cyber Assessment Framework (CAF) across the Department for Energy Security and Net Zero and the Department for Science, Innovation and Technology”

[sunshine today] 30/11/2023 16:32

“Supporting AI business transformation, and promoting safe and responsible AI development.”

[sunshine today] 30/11/2023 16:22

Microsoft is committing to more than doubling its datacentre footprint in the UK and training more than one million people for the AI economy.

[sunshine today] 30/11/2023 15:47

Triad has no less than 8 Microsoft golds and is perfectly placed with its AI consultants on hand.

Massive gateway for future Triad growth.

[netcurtains] 30/11/2023 07:34

Well results not in November then

[netcurtains] 29/11/2023 08:19

Has Triad ever reported on a THURSDAY or FRIDAY before?
Or does it look like we're going to have to wait until DEC?
From previous years, if its December, its because they were waiting for a late payment or contract win to be completed....
Nail biting wait...

[sunshine today] 27/11/2023 16:10

Just the ticket, to pull in new clients.

“The Oscars for the IT industry!”