Triad Share Discussion Threads

[netcurtains] 31/7/2024 06:40

mistake - sorry

[bones] 29/7/2024 13:07

Director Tim Eckes has moved £19k worth of his shares into an ISA for his annual ISA allocation. This turns some of his future dividends into tax-free income and he will have an expectation of a tax-free capital gain at some point with its current “cost” of £2.846 being the starting point.

[achenaton] 27/7/2024 15:56

Presumably included in free float as part of residual once non—free float element deducted.

[achenaton] 27/7/2024 15:52

Net curtains, thank you for your responses. Like you I think that figure just cannot be right. If say a pi holds shares via two different brokers, with some of those in an isa/sipp, how are those holdings regarded for the free float calculation? Or are they not?

[netcurtains] 27/7/2024 15:15

Achenaton: I've gone over this further.
The major owners are listed on Simply Wall Street (going right down to those who own LESS than 1%).....

Its not possible that the FREE FLOAT is only 400K in that most of the owners in the list are not insiders.......

Something is either wrong with the stat or an awful lot of people have sold their shares to insiders without any RNSs being issued or the phrase "FREE FLOAT" has various no legal meanings.

Hopefully this will be sorted via the AGM....

[netcurtains] 27/7/2024 07:25

Free Float figures on FT
It is very small..... (just 2.5%)



Theoretically free float should be over 10% or over 25% (depending on web site) so a free float of just 2.5% is tiny......,

Interesting...

At the beginning of march 2024 free float was 11.52% so free float has decreased by 8% in 4 months...
So........ Not sure what is going on....

[achenaton] 26/7/2024 21:30

Free float now showing as 2.64% being 439,500 shares. Can that be right?

[netcurtains] 26/7/2024 09:20

KNOS rising quite strongly this morning....

[netcurtains] 26/7/2024 06:59

Annual General Meeting to be held on 22 August 2024, the final dividend will be paid on 2 September 2024 to shareholders on the register of members at close of business on 2 August 2024.

Also in tech news - £100m spend

[netcurtains] 23/7/2024 17:15

We also know AI chip companies are going into orbit

[netcurtains] 23/7/2024 16:53

1: head count
2: AI
This potentially could be as big as the Industrial Revolution- no one knows but what we all know is
‘You have to be in it to win it’

[gleach23] 23/7/2024 09:11

Bought back some shares this morning. A modest amount of 2,675 which hasn't been reported yet. Interesting when that happens, that they should want to keep that amount quiet...

[netcurtains] 23/7/2024 06:46

ALS: The past ten years of accounts will not help that much...
Triad is a very different company now....
The last time it had this many staff was back in the days
just before Triad got into the FTSE250... (back in 1990s)

If you BELIEVE in the expansion program and Triad does pull it
off there is nothing stopping it going all the way to the top
of the board.

This is a bit like 1996

[cjpaul] 23/7/2024 06:35

Thanks. I respect your views but I am inclined to think that the company is growing and very assured by the chairman’s comments and the confidence shown by board members. They’ve invested heavily in TRD and I’m sure they know why. The next set of results will hopefully vindicate them and investors like me.

[arthur_lame_stocks] 23/7/2024 00:11

cjpaul

Take the trouble to look back over the last 10 year's accounts or so and you'll see that TRD has always been a small company with low gross margins and often not profitable.

I've seen lots of reasons for why this established trend is now going to change massively but as far as I am concerned none of them hold up to scrutiny.

[cjpaul] 22/7/2024 20:38

Thanks for the info 1max. It explains the fall.
I most certainly disagree with Arthur_Lame_Stocks. Surely the information out there is telling us that this is a growing stock.
Anyway, does anyone know when the final dividend would be paid? It was paid in August last year. I guess we are awaiting the AGM (date yet to be announced). I would certainly be re-investing mine in more shares.

[solarno lopez] 22/7/2024 18:19

Reminds me of Miracle on 34th Street Net Curtains with that famous saying ‘ I believe ‘

[netcurtains] 22/7/2024 17:47

imax: We do know that Triad is expanding fast.
(see recruitment page).....
About £20m of new contracts since Christmas (and thats just ones we know).
Triad have blown last years turnover out of the water already
- by miles......
This has a £100m company written all over it - and more. Its expanding and
if it keeps going it will be a KNOS - or close....

Its a question of faith.

I BELIEVE.

With AI, IT is the place to be.....

[1maxreward] 22/7/2024 17:17

I'm still holding a significant amount and I'mExcited. Just as the director is who paid £3.15 for a bunch of shares. Just as the Dixon family is, who has invested a huge amount, they also have previous for taking huge stakes in companies that are successful.

[arthur_lame_stocks] 22/7/2024 16:35

1maxreward

Congratulations, on doing so well out of TRD.

Personally I think the shares are probably significantly overvalued but does it matter if you've sold.

[netcurtains] 22/7/2024 14:28

Blimey - that is brilliant. Triad buys a house! Amazing......

[gleach23] 22/7/2024 14:19

Congrats and good luck 1max. Thanks for the info re selling too.

[1maxreward] 22/7/2024 13:35

It's me who's been selling a few today, I'm trying to buy my first house. All done and house deposit secured, no more selling from me.

[netcurtains] 22/7/2024 11:58

gleach23: We also have the AGM coming up which, if like last time, it will have a question and answer section so its a bit like a shareholders investment meeting..
If the AGM is to be early August we should get the date next week.