Triad Share Discussion Threads

[netcurtains] 11/6/2018 07:24

They now have a blockchain app - and numerous government contracts going forward. Profits up, better margins.

Let’s see what market thinks

[amt] 11/6/2018 07:20

Good results with positive outlook and good cash generation. Net assets equal half the market cap and pe ratio is about 6 so plenty of upside but not expecting explosive growth. Outlook is encouraging with good start to year. At this rate the net assets will equal market cap in 3 years.

[netcurtains] 10/6/2018 08:53

LOL - I think ACSO is valued so high (blackrock have been buying)as it makes a product that will generate income without any input from developers. For TRIAD or PARITY to achieve that sort of valuation they will need to develop inhouse software products to sell. TRIAD does have the cash to pay developers to develop something in-house so perhaps it should use it. Perhaps they should go down the product route when an idea hits them. The secret is having cash to develop it

If you look at the jobs on offer at accesso they are identical to those on offer at TRIAD....Clearly making a product(s) is miles more profitable then working as a supplier to someone else (even if its the government).



They try to keep staff by temping them with international travel, and warm and cosy workplaces:

Whether you join our team in sunny Florida, find a seat in our historic adobe office in New Mexico, settle in at our international headquarters in Twyford, UK or set up shop at one of our 9 other locations, you’ll be sure to feel right at home in our casual and friendly spaces.

Each of our offices has its own fun perks and quirks. Enjoy the fully-stocked Java Café in Lake Mary, FL, and the occasional nerf gun battle. In Taos, keep warm in the cool winter months next to the office fireplace. In Fresno, CA, the foosball table is a fun way to take five with the team.

Perhaps that is the secret, dont pay them more just give them more ping pong!

[s34icknote] 09/6/2018 22:41

Strange markets.P/E ratios of five to 100 hundreds !Luckily we bought in at the low end !Sicknote

[pride23s] 09/6/2018 22:35

mmm 740m mkt cap

[netcurtains] 09/6/2018 18:34

pride23: It might be worth puting this company (ACSO) in a search parm in ADVFN. I think you'll find TRIAD would have to TEN BAG before it got to be the same price.... Perhaps 20 bag.

[pride23s] 08/6/2018 17:43

Thanks, im remaining positive, volumes on selling slightly high but price static..
I really like the fundamentals especially when there are talks of acquisitions in the future, a good use of free capital if its a quality growth play.

[netcurtains] 08/6/2018 16:20

I'll be logging on first thing monday.... and tuesday.

[s34icknote] 08/6/2018 15:19

I,m going for Tuesday.Spread has tighten a little .Has held on to gains so looking good .Sicknote

[netcurtains] 08/6/2018 13:01

pride23s: Nope - just that someone guessed because previous two had been monday. I guessed tuesday - but it really could be anytime next week...

But its all the same, if the "insiders" knew it was not going to be good they would be selling in droves (you would have thought) - so the omens, as far as I can tell, are set fair

But not certain - not by a long shot.

[pride23s] 08/6/2018 12:49

Is Monday results a certain ??

[netcurtains] 08/6/2018 12:37

good to see no manic sell off (touchwood) - with potentially results on monday

[s34icknote] 08/6/2018 10:32

Interesting times .Hadn't thought about takeover .Sicknote

[netcurtains] 08/6/2018 06:53

This bit at the bottom of Parity results is interesting:

"Our most important strategic objective is to realign the business by continuing to build critical mass in the Consultancy Services business, working closely with Professionals, by investing to drive organic growth and, at the right time, identifying appropriate acquisition opportunities to accelerate the development of the business. Progress to date provides confidence in the Group’s future prospects as we develop our capability in our exciting growth markets."

I was thinking Parity and Triad added togther are probably worth a lot more together then they are seperate - they probably, as a joint enterprise could be knocking on the FTSE 250 with big investeors piling in. Its probably not going to happen - but who knows.

[pride23s] 07/6/2018 21:04

Im confident im going to add to my holding.

[s34icknote] 07/6/2018 17:43

May be 70 p tomorrow ! MMS need to encourage sellers Sicknote

[pride23s] 07/6/2018 15:59

looks encouraging again today !!

[netcurtains] 07/6/2018 14:37

trier1: who owns the shares then? Why no RNS?

[trier1] 07/6/2018 14:35

There is no overhang

[netcurtains] 07/6/2018 13:33

LOL... At least I got the right operating system

[s34icknote] 07/6/2018 13:30

I phone 6 ! Net .

[netcurtains] 07/6/2018 13:09

s34icknote: I think you have a MacBook Pro (it has an annoying habit of putting full stops in if you type two spaces .

[s34icknote] 07/6/2018 13:03

Buying at 70p now .This is gonna get squeezed soon .Sicknote

[netcurtains] 07/6/2018 12:47

no idea...
but its market cap is about £15m and its turnover is about £70m..
Triads market cap is about £10m and its turnover is about £30m...

They are in same sort of ballpark but Parity had been making losses and triad profits..
so interesting times for both..

I dont think one can get hugely revalued without the other one - hence its good to see them both rising..

[s34icknote] 07/6/2018 12:32

What's parity P/E ratio net ?Sicknote