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TRD Triad Group Plc

295.00
0.00 (0.00%)
14 Jun 2024 - Closed
Delayed by 15 minutes
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 Shares Traded Last Trade
  0.00 0.00% 295.00 4,455 08:00:00
Bid Price Offer Price High Price Low Price Open Price
290.00 300.00 295.00 295.00 295.00
Industry Sector Turnover Profit EPS - Basic PE Ratio Market Cap
Computer Related Svcs, Nec 14.86M -44k -0.0027 - 48.95M
Last Trade Time Trade Type Trade Size Trade Price Currency
09:43:44 O 10,000 308.00 GBX

Triad (TRD) Latest News (1)

Triad (TRD) Discussions and Chat

Triad (TRD) Most Recent Trades

Trade Time Trade Price Trade Size Trade Value Trade Type
2024-06-14 16:15:00308.0010,00030,800.00O

Triad (TRD) Top Chat Posts

Top Posts
Posted at 15/6/2024 09:20 by Triad Daily Update
Triad Group Plc is listed in the Computer Related Svcs, Nec sector of the London Stock Exchange with ticker TRD. The last closing price for Triad was 295p.
Triad currently has 16,594,781 shares in issue. The market capitalisation of Triad is £48,954,604.
Triad has a price to earnings ratio (PE ratio) of -1092.59.
This morning TRD shares opened at 295p
Posted at 30/5/2024 12:22 by netcurtains
Its interesting how being linked Microsoft can lift a share price....

Currys becomes the first Microsoft retail repair partner in the UK
(its now up 6% - TRIAD is also a Microsoft partner)
Posted at 29/5/2024 11:00 by sunshine today
Bones , thanks for a very well balanced post.


Personally i don't think the election is an issue simply because the order book is bulging right now and the large contracts won over the last six months are all steaming ahead.

Staff vacant positions are also extremely healthy, Triad now employ 150 staff up from 113 a year ago. That growth in numbers is set to grow at pace.

The shares may, as you rightly say, dip on results day, if investors were expecting profits for the year ending 31/03/24. That said , the chairman has told share holders in the last trading update he has not been more upbeat about prospects for the last 20 years. On balance i am of the view any possible fall in the share price on results day will be short lived.


It’s all about future revenue and profit growth from a lean business model, delivered by the best in the sector.
Posted at 24/5/2024 09:58 by sunshine today
The numbers for the year ending 31/03/24 will be a reflection of last year and hopefully an improvement on the first half.
By that i mean a part claw back of the first half loss.

Shares are all about the future, investors want to purchase growth for a song, hold , and reap long term rewards in the form of increasing dividends and a rising share price.

Investors have two options, when it comes to selecting investments.

1/ Research companies, read trading updates, and follow industry news.

Based on the above make a decision to purchase stock, or move on.

2/ Reduce risk and purchase on results day at the then going price of the share.
Posted at 04/5/2024 13:42 by bones
It’s an interesting one. The company has already flagged that the year just ended won’t be very good on the basic numbers as they have been recruiting heavily for all the future and new business and those costs will be incurred immediately.

Those results though should be accompanied by a bullish outlook from the Chairman.

I can see maybe a pullback at that time due to the bare numbers after a near nonstop 100% gain in share price since the last update in January. That could be an opportunity to top up perhaps.

I will also be interested to see the dividend. I think it might stay as is but it could increase depending on how quickly the new contracts are throwing off cash.

Market cap is close to £50M which is mightily impressive so they will need to fill that in with earnings prospects.
Posted at 04/5/2024 09:04 by sunshine today
Kainos Group

KNOS


Price target decreased by 9.2% to UK£12.94

Down from UK£14.24, the current price target is an average from 10 analysts.
New target price is 30% above last closing price of UK£9.93.
Stock is down 22% over the past year.
The company is forecast to post earnings per share of UK£0.39 for next year compared to UK£0.34 last year.

———;——̵2;——R12;——212;———————————;——̵2;——R12;——212;———————————;——̵2;——R12;——212;———————————;——̵2;——R12;——212;———————————;—-

KNOS was until recently the darling of the computer IT sector. It stands in on a PE of 30. To justify that PE Ratio earnings should be growing at 30% a year. They are in fact forecast to grow at under half that rate this year.
I see Zero value in investing in that Billion pound market cap stock.

TRD in my view CAN grow revenues and earnings at 30% PA going forward.

I agree with netcurtains the trick is to find the next KNOS, before the institutions arrive and push up the forward PE ratio.

Triad can grow at real pace for at least the next 3 years, it’s all about the quality of those who work within the business. The staff are self driven , the teams they form produce results others can”t match . ( see industry awards ). This all helps improve client bonding, and just as importantly, margins.

The company runs a lean business model, one designed to increase profits rapidly as soon as revenues cover the general overhead.

Any stock will rocket in price if it can grow revenues and profits quickly, slap on large dividends , and the fun for shareholders gets into the higher gear range.

Some stocks anticipate future profits , others jump on the day good results are released.

As shareholders we don”t know the level of profits , but we do know at this stage, the published order book of large public sector contracts. Source : Contracts Finder.

That order book has increased from £3.2M this time last year to just short of £32M right now, after the last win 9 days ago.

That excludes any work won in the private sector over the period , and the large amount of smaller day to day awards.
Posted at 08/3/2024 11:21 by gleach23
Personally I was totally gobsmacked by how bad the half year results were in December and there seemed to be no particular reason given as there was the previous year (ie government turmoil in 2022) despite the 'external factors beyond our control' being described as worse than the previous year...and yes I understand there was investment being thrown into recruitment.

I was equally perplexed by the strength in share price on the back of those results (despite the upbeat outlook comments - we'd had similar the year before) and bearing in mind how volatile the share price can be, and the fact that I had been overweight with my holding, I reduced by a third between the results and the end of Jan with a plan to buy back on any dips.

Didn't get the opportunity to buy any dips but have topped up a little since yesterday's news and will be holding on tightly for the ride now. TRD is about 10% of my overall portfolio and I expect that to increase in the next year or 2. GLA
Posted at 04/2/2024 09:29 by sunshine today
Not sure about RSI, i kind of think , its just basics.

The recent rise in the stock is just a reaction to events. A stock often starts to move as the order book expands. For evidence of that, look at AIM listed companies who have to RNS any orders over a certain size, and their share price reaction, on the day of release. ( Triad is fully listed, and under no obligation to RNS contracts ).

Example :
Ethernity Networks shares bounce 200% after contract win
Wed 29 Nov 2023 09:52
(Sharecast News) - The share price for AIM-listed Ethernity Networks trebled on Wednesday after the Israel-based semiconductor group won a "significant" contract worth $800,000. The contract is with an existing, unnamed "long-term networking data communications customer" which has been licensing Ethernity's ENET flow processor tech for over ten years.

/////////////////////////////////////////////////////////////////////////////////////////////////////////////////////////////


Don't get me wrong i am not saying , Triad is going up 200% .


Here we go with my full explanation :


Numerous substantial longer term contract wins, that can be tracked on the UK Governments site : Contracts Finder. ( plus others, through 3rd parties, where Triad is not represented on a particular framework agreement ).

Winning no less than 3 awards at the Oscars of the Industry , more than any other company. An outstanding achievement for any SME.

Upbeat comments from the Chairman, and yet more director buying.

The number of new vacancies in the process of being filled.

Future growth rate scenarios , as soon as the overhead cost is covered, profits can at least in theory, expand on fractionally higher revenues.

Triad also pays dividends, that have the ability to grow at pace over the next few years.

The dire state of the listed competition, who have gone for rapid growth at the expense of quality. ( and failed ).

I am also of the view investors have yet to grasp the implications of the new procurement Bill being introduced this year, and its probable benefits to ESTABLISHED SME’S. ( like Triad ).

Triads 34 years of working for the Government, is a huge advantage.
It’s going to be easier for SME’S to win contracts generally.

That said , even newer SME entrants, will have a lot of catching up to do, and may struggle for the first few years, to gain traction.

Triad has such a great reputation they must be in an excellent position to grow organically .

Consultancy is not a numbers game , it’s all about your staff. Triad have spent half a decade getting to today’s position. Refer to recent Annual Reports.
Posted at 04/10/2023 13:52 by gleach23
Don't want to tempt fate but it's interesting to observe the relative calm in the TRD share price currently, presumably due to that very absence of institutional investor involvement and the related sell-off taking place elsewhere.

History shows the half-year report can be expected any time in November so not long to wait. Can currently buy 5k @ 123.9 and 10k @126.5 but can't get a quote for selling even 1k.
Posted at 03/10/2023 15:38 by sunshine today

Initial broker coverage would be welcome . That said, so often, companies use the house broker to ramp up a stock, to enable a placing, to new shareholders, at a deeply discounted share price.
Triad , thankfully don’t have that issue ( Heaps of cash and no debt).
The trick is for the company to be absolutely confident it can deliver on any forecasts the broker might put out into the market.
Thus, expectations should in my opinion always be on the low side.

Triad as a company, is unknown, with zero institutional shareholders on the register.
A broker report could be the start of a re rating that can do wonders for a share price over time.

At the end of the day it’s revenues, more importantly profits, that drive share prices. Triad has a further huge advantage over other fast growing Tech businesses, namely an income stream (dividends,) that can grow rapidly.

Virtually all after tax profit translates directly back to shareholders.

A wonderful stock , unfortunately it’s just not recognised
Posted at 15/6/2023 19:48 by gleach23
I suppose from an optimist's perspective, whilst some may have found the results a little underwhelming given the share price strength in the lead up, they did at least confirm we are pointing in a totally different direction compared to the Interims and the outlook sentiment remains positive.

One could also argue that the Interims managed to shake off weak holders and that shares are now in stickier hands - share price action since Monday would so far suggest it.

Today the 5k sale was mine. I have offloaded a third of my holding in recent weeks but TRD remains 10% of my portfolio, such was my overweight position beforehand. I think I'll stop at that.

Very interesting to note the 20k buy reported late today but timed @ 2.30pm yesterday. When looking at this on LSE I also noticed another 20k buy reported late yesterday timed from the previous day.

Those 2 trades are pretty chunky by TRD standards and help explain the share price strength since Monday's Finals.
Triad share price data is direct from the London Stock Exchange

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