Triad Share Discussion Threads

[brendainvesta] 10/11/2020 09:59

A buy this morning and what looks like an off the books 10k buy yesterday.

[belfry17] 10/11/2020 09:42

I agree and also think that the past day or two has been a turning point for people to buy in in the run up to results.

[netcurtains] 10/11/2020 09:28

Its on the up -
ALL IT booming

GOVERNMENT IT is particularly booming.
Triad must be doing better than being worth just the net result of this sum: Mrk Cap - cash =£10k NET

Come on! Currently this company must be worth a lot more than £10k NET

I'd say it should be worth at least £10M net (share price of about £1)

[brendainvesta] 10/11/2020 07:13

Does anyone understand the trading numbers yesterday? 76k traded but published trades much less than that and one looks reversed!

[belfry17] 09/11/2020 12:22

There are buyers too, net. Good results at this time when markets are like this would be lovely.

[netcurtains] 09/11/2020 10:27

£4.6k sale just a week or so before results... That does not look good.
On the other hand they might need the money elsewhere this second.
On the plus side someone bought £2k as well....

Market cap: £3.85m

But Triads cash pile is: £3.84m

So entire company is now valued at £0.01m or £10,000 quid!!!

"IF" this company makes a profit (even if TINY) in the results
or reinstates even a TINY dividend it will go ballistic - it least it should!!

EDIT: Correction: when I said: "it will go ballistic" that should read "it SHOULD, if market was rational, go up a significant amount".

[netcurtains] 09/11/2020 08:09

Not sure if TRIAD results this week or next or perhaps the week after.
Its one of those long game stocks....
If you consider 3 weeks a long game.

[brendainvesta] 31/10/2020 17:28

It’s a good time for IT companies. Triad have refreshed their board. They are recruiting. At a time when many companies are struggling Triad have a small mountain of cash thanks to cautious management. It’s almost as if they were prepared for this very situation. There are few negatives. I am not saying next week or the week after but very much worth a punt and keeping an eye on.

[belfry17] 30/10/2020 20:19

I like your optimism but what is it based on?

[brendainvesta] 30/10/2020 18:44

My advice would be the lower it goes, the more you buy, I am pretty sure Triad will make a few private investors very rich.

[netcurtains] 30/10/2020 09:34

B: I'm pretty confident that Triad is doing well but less confident that we'll be able to tell from these results. I think odds are 65% chance they will be OK and 35% chance not so good. Reasonable odds for small punts only. Better odds if looking longer term for share price rise and dividend because I'm more confident about the longer term.

[belfry17] 30/10/2020 09:29

I don't know about you, net, but when you look at other companies to just get an idea on their results etc compared to what you see as potential negatives with TRD, there is a lot of rubbish out there in far worse a position than TRD with much higher market caps and simply because they are more popular at the time.

[netcurtains] 30/10/2020 09:22

a buy !!!!!!!!!!!!!!!!!!!!!!!!!!!!!
I almost fell off my chair...

[belfry17] 29/10/2020 14:59

Not long at all. Could be as early as next week but I would guess towards the end of the month like usual. On their website it says November. It is a risk as we know nothing other than they have a lot of cash. they don't do updates either so we wouldn't know if they are doing better or worse but we can see they are recruiting, have won som big public sector contracts in the past 9 months or so and have other work to do as well.

[netcurtains] 29/10/2020 12:02

Results in NOV.... If they made a profit or even if they break even and cash pile has not decreased I would expect a rise - lol.

Market Cap £3.92M
Net Cash (from last accounts): £3.84M


The market is telling us: "This is not going to happen, they will still be in loss and their cash pile will have gone down loads".... I'm hoping the market is at least partially wrong.
We know they have won at least one big contract...

[netcurtains] 27/10/2020 16:31

LOL - I'll be sticking with TRIAD PLC - thankyou very much.
Remember buywell3 you dont have to be a member of ADVFN to know about
stocks and shares.
In fact you could argue that you are better off not looking at
message boards.

[buywell3] 27/10/2020 16:28

Better draw the curtains



Belfry17
Member since: 06 Oct 2020

Free

[netcurtains] 27/10/2020 13:11

A_L_S: It certainly appears that way to me too but I know what contractors/permies are like - people rarely buy or sell shares for the company they work for - they cant see the wood for the trees. So I'm not going to read too much into these small sells.
It might just be that someone needs some cash urgently...
Anyway I certainly dont want anyone to bet the farm on TRIAD PLC - this is risky!

[arthur_lame_stocks] 27/10/2020 11:47

I have to say netcurtains that I think the market is telling us something about the next set of results. I'm still hanging on to my shares because the large cash pile means they have time to recover but i'm not expecting good news imminently.

[belfry17] 27/10/2020 11:23

I wouldn't think about that too much - the volume has been very similar over the past 6 months or so.

[netcurtains] 27/10/2020 10:42

I must admit it is slightly disturbing that people are selling tiny amounts of stock at incredibly low prices when results are only a month away.
I hope they dont know stuff that is hidden to ordinary people like us.

Looking at all the available data on the public domain this is a really undervalued company with quite a large cash pile that is only slightly less than the current market cap.

NAV per share is in the MID THIRTIES!!! but current share price only in the mid twenties.

[netcurtains] 27/10/2020 08:21

A dividend would get round spread issues as people will buy for dividend not to sell on price rise. This share potentially gives both options as its had good bull runs in the past and has had a good dividend too.

[belfry17] 26/10/2020 16:31

This is AIM - I see this as a small spread.

[netcurtains] 26/10/2020 16:08

SI: If it helps I've been buying loads for quite a while. I feel "if not this time then next time - I can wait" -
Works either way for me - either SHARE PRICE RISE or DIVIDEND either this year or next.

[scepticalinvestor] 26/10/2020 15:47

huge spreadcould be worth a small punt