Triad Share Discussion Threads

[netcurtains] 12/8/2017 19:09

triad pe ratio is 6...
their main competitor (Cap Gemini) has pe of 16...

Thus if Triad's share price was to DOUBLE we would still be cheap compared to Cap Gemini.

That is a fact you can take home to the bank....

And come on - Triad's software is 10 times better than Cap Gemini - who in their right mind would use Cap Gemini contractors when you could use Triad?????

I mean its a no Brainer!

[mcfly79] 08/8/2017 16:35

I'm hoping to.

[spooky] 08/8/2017 16:24

I might make the trip, not sure yet.

[mcfly79] 08/8/2017 16:20

Is anyone going to the AGM?

[netcurtains] 08/8/2017 08:42

we need contract news

[netcurtains] 02/8/2017 11:10

so in summary really cheap but investors scared

[ntv] 28/7/2017 17:05

the veiled profits warning is there because that contract would not have finnished by the year end and it states is having to find those staff something else to do.

that is what i reading into and i am assuming others have the same view.
agm in august may correct that view

[ntv] 28/7/2017 17:00

when some one goes bankrupt you have to sell all the assets to pay the creditors hence the rest of the stock will have to go

[trier1] 28/7/2017 15:27

No such "veiled profit warning" exists. The comment in the prelims relate to last year not the current one.

[fittster] 28/7/2017 10:14

How do you know how much stock is still to be sold off?

[ntv] 28/7/2017 09:47

the veiled profit warning hiding in the depths of accounts hasn't helped
still lots of stock to be sold off from bankruptcy. where do catch the falling knife?

[pj 1] 28/7/2017 09:43

I'm out.

Concluded the Broker misled me over the bankruptees stock. It was not resolved promptly nor have things returned to 'normal'.. Good luck, its still on the w/l.

[netcurtains] 27/7/2017 11:04

The Company confirms that its AGM is to be held at 11.00am on 23 August 2017 at the office of BDO LLP, 55 Baker Street, London, W1U 7EU.

[netcurtains] 27/7/2017 08:45

Fittster: Absolutely CORRECT!
Triad are miles and miles undervalued and it has got MORE SO! (lack of strength)...

This could be the time to get in big time!

[fittster] 26/7/2017 16:50

I've pulled my figures from the sharelockholmes site:Rel Str 1 month -6.9%Rel Str 3 month -22.67%Rel Str 6 month -19.42%Their definition "Relative Strength of the share price compared to the FTSE 100"

[netcurtains] 26/7/2017 12:17

Fittster: No news but from my experience of IT, contracts are won or lost during the summer ... With start dates normally around about 1st September (end of school holidays).
Pretty sure we'll know something soon (if not by press release then by price movements)

[mctmct] 26/7/2017 11:55

Fittster

That's odd. Stockopedia gives these figures

Momentum
Relative Strength (%)
1m +9.8%
3m -4.6%
1yr +59.0%
Volume Change (%)
10d v 3m +125.2%
Price vs... (%)
52w High -6.0%
50d MA +12.2%
200d MA +16.7%

[fittster] 26/7/2017 10:33

I can't forsee any dramatic changes in the share price in the immediate future. The relative strength figures I have for 1, 3 & 6 months are all negative, which maybe down to the forced seller. Is there any information about how many more shares they need to sell?There's no scheduled news from the company until the November interims.

[mctmct] 26/7/2017 10:28

netcurtains: If you are interested in solid, profitable computer services companies with sound finances and conservative management, take a look at Scisys (SSY) which has recovered strongly from a couple of years ago whan a major project overran, and which has recently made a significant acquisition of ANNOVA (bringing with it a large, multi-year project with the BBC). SSY have operations in the UK and Germany and generate surplus Euros, which gives them a natural hedge against Brexit problems.

[mctmct] 26/7/2017 10:22

Has anyone seen any broker forecasts? Unusually, stockopedia doesn't have any for PTY.

I have emailed the company to ask. I'll post their response if I get anything useful.

[netcurtains] 26/7/2017 09:49

NTV: cool, so hopefully we should break £1 soon , if some positive news about new orders (I mean if we're in the 60s because of a loss of an order, we should be over £1 if we gain a good order)... I'd say news within about 3 weeks - one way or other... I'm still very bullish.

[ntv] 25/7/2017 13:06

presume this might have something to with the pull back as well as large seller about

taken from accounts statement

A further challenge arose during the year when one government programme, to whom we were supplying a significant number of consultants, was halted prematurely, necessitating a lengthy pause in activity. This is an inevitable risk of larger and deeper engagements, the mitigation of which remains a key priorty for the Group.

[netcurtains] 25/7/2017 12:33

Look at PARITY RESULTS (out) And compare to TRIAD...

Come on TRIAD we should be going up DOUBLE!!!!

[mcfly79] 21/7/2017 18:17

Looks like we might have seen the bottom.I recently posted on the Zoo thread that Zoo has a very good price to sales ratio of 0.8 (vs a sector average of 3.6). This is based on stockopedia's sector analysis where it includes Zoo in the 'Software and IT Services Industry' sector.I noticed that stockopedia place Triad in the same sector and Triad is one of the few companies with a better price to sales ratio. In fact Triad's ratio of 0.32 is the lowest of any profitable company in the sector (out of 130 companies).Equally impressive is that Traid's PE ratio of 6.7 is the second lowest in the sector and the average is 28.9.

[netcurtains] 21/7/2017 10:09

no worries - - touchwood! LOL