Triad Share Discussion Threads

[remarkomsoc] 27/6/2023 15:28

just 3 roles advertised at triad group, could just be normal turnover

[netcurtains] 27/6/2023 11:06

I'm getting a big rash of job adverts.
Market heating up

[netcurtains] 27/6/2023 07:40

The CEO of Kainos is stepping down

[gleach23] 26/6/2023 23:12

4 trades today. The first 3 look like sells at increasing prices and total 7,922. The 4th and last trade is a 10k buy. Encouraging that the buyer seems to be prevailing for the moment.

[gleach23] 15/6/2023 19:48

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.

[netcurtains] 14/6/2023 14:32

no growth appears to be the new black

[remarkomsoc] 13/6/2023 18:56

no growth 🙄

[bones] 12/6/2023 22:34

Amt, on the face of it we might have to wait for the next interims (November) before confirmation of how things are improving so I agree the short term performance from now might see treading of water. Whether something gets said at the AGM to change that, we wait and see.

[amt] 12/6/2023 21:06

Stand corrected Bones, I hadn't spotted that. Still can't see much short term upside.

[balcony] 12/6/2023 16:10

director buy.

[bones] 12/6/2023 10:45

Amt, you’re working off false information. The second half was much better than the first half, profitability wise, not worse than it. They had a lot of staff “on the bench” in the first half and they are now in chargeable activity again.

The loss in the first half is why it dipped to 80p in December and the company has highlighted more than once that it was all recovered in H2 and it has been.

The share price is now recovering after the panic sells during “retail hour”. This is still a good hold for future growth and income with a generous dividend.

[netcurtains] 12/6/2023 10:35

Well I bought a few... So I'm one of the "tiny" buyers....

[1maxreward] 12/6/2023 10:22

Net, that's because the outlook from the BOD, dividend maintained the same as last year and new business confirmed with bids in the pipeline etc. shows that TRD are still undervalued and still very cheap. You're getting one day to buy at a slight discount before it recovers and moves upwards again.

[netcurtains] 12/6/2023 10:16

Blimey the buyer (or buyers) are still here - and in force.
Not sure what is going on.

[fillipe] 12/6/2023 09:13

The near 100% steep rise since Jan 9th could only have been maintained or improved upon by support from a strong set of numbers today, the latter of which was unfortunately was not up to investor expectations.

f

[amt] 12/6/2023 08:50

The second half much worse than the first. I wasn't expecting that. Awful really, I have sold out.

[bones] 12/6/2023 08:47

As I said a few days back, the rough interims were always going to dampen the headline figures for the year and what will matter is the future outlook. The share price had doubled since the interims disappointment in December knocked it back to 80p so, even on a technical basis, a retrace to 120p is not unhealthy (50% retracement from high to low).

Dividend maintained at 4p which is a good indicator of confidence since it will be paid from future profits, suggesting they will be made.

The recent accumulator of shares in the 150-170 range probably feels a bit sick just now but I guess it’s a longer term commitment from them. If so, maybe they will continue to pick up at these slightly lower levels?

[johnsoho] 12/6/2023 08:32

Cut and paste from the annual report statement.

Overview of results
In my statement dated 30th November 2022 regarding the first half results, I said that "Although the results for the first half are obviously disappointing, I must emphasise that they are entirely due to external factors beyond our control". I also said that the outlook was extremely positive. I am now delighted to report that my optimism has proved to be fully justified. During the second half of the financial year, we have retrieved the losses reported in the unaudited interim financial statements of the first half and I regard this as a remarkable achievement on the part of the Directors and staff of the Group, for which I tender my wholehearted thanks and appreciation.
Outlook
Our vital signs continue to be extremely strong. Staff turnover is very low, our recruitment of the highest quality consultants continues apace, cash flow is very healthy, and the quality of our work is being rewarded by impressive levels of compliment from our major clients. Our margins and overhead control continue to be extremely robust. The comments I made regarding the future in my 'Outlook' statement on the 30th November are still totally valid. We have successfully ridden out the effects of the Covid-19 pandemic.
We are increasingly focusing our executive Board and senior management on outward facing activity in order to raise our profile and continue to create long term relationships of trust and confidence with our major clients and new ones to come. This reflects the next stage in regaining our traditional culture as a consultant led, high quality, boutique operation, after significant strengthening of the management structure.
Our corporate strategy is based on the longer term and we believe the Group is capable of organically expanding substantially and in a quality controlled way for a number of years to come, which of course should be reflected in profits and dividends. I look forward to the future with great enthusiasm

[soundsplausible] 12/6/2023 07:52

After the strong run on the shrare price I thought this might be a reflection in the soon to be announched final results. Bit of a shock when I read through them with revenue and margins down. :(

[1maxreward] 09/6/2023 14:47

5P final is required. No reason why the interim due to be paid in January 24 can't be another 5P and that's without any revenue growth .10p worth of dividends could all be paid out to shareholders within 7 months from today .That's an outstanding possible yield of over 10% in just 30 weeks, crazy!

[1topdollar] 09/6/2023 09:09

It’s the Divi I’m interested in.

2p understandable considering first half of year. Happy.
3p Very happy.
4p Outstanding considering first half. Super happy.
5p Delirious can buy the wife and dog back.