Triad Share Discussion Threads

[netcurtains] 12/1/2018 08:53

Good to see TRIAD twitter getting more active

[its the oxman] 12/1/2018 08:20

Yes , bizarre valuation. Not sure what it will take to get the market excited about this one. Sometime back a move nearer to 100p seemed possible yet here we are not much above 50p. Hopefully we will be rewarded one day.

[gleach23] 11/1/2018 16:42

Agreed elited10 - same here

[elited10] 11/1/2018 16:24

My guess is investors are watching and waiting for the potential overhang to be cleared...me included

[netcurtains] 10/1/2018 09:14

Wow - with the stock market so high this company is now even more ridiculously cheap.
come on!! it develops some really cool web applications (could be into tech behind bit coin soon too).
It makes a profit and it gives a dividend.

What more does the market want? Blood?

LOOK AT ITS PE RATIO AND MARKET CAP...

[netcurtains] 03/1/2018 13:31

bottom fishing

[ntv] 18/12/2017 15:39

can anyone explain why there is a tax credit and not a tax charge?
where are they getting the tax losses to utilise and how long will they last?

[netcurtains] 15/12/2017 15:05

There is talk of blockchain. Not as a currency but perhaps as a web portal of some sort. Over my head here but lets see less talk, lets see if they can walk the walk.

[xajorkith] 09/12/2017 12:28

Fair enough net :-)

Could be much better I admit, but more than priced in for me.

Clearly something (or someone) holding this back, but happy to hang in there for now.

[netcurtains] 09/12/2017 09:20

Its the size of dividend and growth but held back a bit by (forced?) seller. Same story. I own both shares.

[xajorkith] 09/12/2017 00:33

Plenty of growth & dividends across my portfolio netcurtains :-)

We all have blind spots & maybe TRD is one of mine.

Personally I like the odd value play & have made good profit from them in the past as they surprise to the upside & re-rate accordingly.

At 60p, an EV of 7.2m vs PBT of over 1.5m & interim dividend of 0.5p will do for me.

Not sure why you've brought PCF into this btw, as never posted there?

[netcurtains] 08/12/2017 09:15

Xajorkith: In a sideways market you can either leave your money as cash in your ISA (but there are costs with that) or go with a firm that has DIVIDENDS and ideally some potential for growth...


Firms like TRIAD or PCF ...

Need GROWTH and DIVIDENDS.

[xajorkith] 05/12/2017 09:18

Not sure why I'm sticking with this (other than the outstanding value of course) as it seems to be going nowhere at present.

Just have a feeling it will suddenly spike 20-30% in a matter of days/weeks at some point - with a move above 65p key for me.

Had a similar feeling with GMD when bouncing along below 40p but didn't buy (annoying).

Of course, it could just continue it's love affair with 60p until the next update, so dyor & all that.......

[netcurtains] 23/11/2017 13:02

come on TRIAD get this ship up. Have a chat with the seller and come up with a plan to get the entire lot bought by an institution. You need to work together on this as its a drag on the price and it was, in a way, a mess you created (one way or another).

You can sort this, and then the company will be worth well over a £1 a share (probably £2 if you win another contract)

WORK TOGETHER WITH THE SELLER!!!

[amt] 22/11/2017 15:19

It doesnt matter that much if share price doesnt rise immediately. I take a longerterm view and dividend better than leaving money in bank. Good safe investment.

[gleach23] 22/11/2017 14:35

Possibly netcurtains but then we don't know what pressure the seller might be under to liquidate. The last Holdings RNS was back in May after a chunk was sold and look at the share price since then.

Sounds obvious but it needs someone to come in and take what is quite a material stake.

[xajorkith] 22/11/2017 13:35

Downgrade in the UK economic growth forecast seems to be affecting a few - announced around 12.50pm.

Amazed people still take any notice given how often they are wrong.

[netcurtains] 22/11/2017 13:16

gleach23: I think the guy will want to maximise his money. So I expect he will let it slowly float towards 70s 80s 90s, as the year progresses. I'm sure the guy is no fool.

[gleach23] 22/11/2017 10:59

amt...100k down, 2.5m to go?

[chrisatom] 22/11/2017 10:41

Would be up a fair bit more if it wasn't for the 100k plus of shares sold into the update strength this am. Once the big seller is clear this could get some momentum again.

[chrisatom] 22/11/2017 10:37

Good update this AM, share price would be much higher if if wasn't for the big seller off loading over 100k shares into it.

[amt] 22/11/2017 10:19

Still a big seller holding share price down. Surely they will be out soon.

[its the oxman] 22/11/2017 09:59

Very encouraging to see div paid and plenty of scope for a meaningful relating.

[baticle] 22/11/2017 09:58

I was expecting it to be up a bit more but I bought Zoo Digital when they announced
results a good few months back. I think they closed about 15% up on the day at about 12.5p ( me having bought at 11.8p)The real rises came later as investors analysed numbers and prospects and I'm out of that now. The current management seem to be running a tight ship so I'm happy to hold patiently here. :-)

[xajorkith] 22/11/2017 09:42

Surprised this isn't up more given the recent poor sentiment & chart performance.

With gross margins continuing to improve & further large contract wins, this seems increasingly likely to hit FY eps of 11p.

As others have said, the introduction of an interim dividend shows great confidence going forward & with net cash maintained around £2m this seems incredibly cheap on an EV to EBITDA around 4-5, especially in such a highly rated sector.