Triad Share Discussion Threads

[xajorkith] 09/12/2017 00:33

Plenty of growth & dividends across my portfolio netcurtains :-) We all have blind spots & maybe TRD is one of mine. Personally I like the odd value play & have made good profit from them in the past as they surprise to the upside & re-rate accordingly. At 60p, an EV of 7.2m vs PBT of over 1.5m & interim dividend of 0.5p will do for me. Not sure why you've brought PCF into this btw, as never posted there?

[netcurtains] 08/12/2017 09:15

Xajorkith: In a sideways market you can either leave your money as cash in your ISA (but there are costs with that) or go with a firm that has DIVIDENDS and ideally some potential for growth... Firms like TRIAD or PCF ... Need GROWTH and DIVIDENDS.

[xajorkith] 05/12/2017 09:18

Not sure why I'm sticking with this (other than the outstanding value of course) as it seems to be going nowhere at present. Just have a feeling it will suddenly spike 20-30% in a matter of days/weeks at some point - with a move above 65p key for me. Had a similar feeling with GMD when bouncing along below 40p but didn't buy (annoying). Of course, it could just continue it's love affair with 60p until the next update, so dyor & all that.......

[netcurtains] 23/11/2017 13:02

come on TRIAD get this ship up. Have a chat with the seller and come up with a plan to get the entire lot bought by an institution. You need to work together on this as its a drag on the price and it was, in a way, a mess you created (one way or another). You can sort this, and then the company will be worth well over a £1 a share (probably £2 if you win another contract) WORK TOGETHER WITH THE SELLER!!!

[amt] 22/11/2017 15:19

It doesnt matter that much if share price doesnt rise immediately. I take a longerterm view and dividend better than leaving money in bank. Good safe investment.

[gleach23] 22/11/2017 14:35

Possibly netcurtains but then we don't know what pressure the seller might be under to liquidate. The last Holdings RNS was back in May after a chunk was sold and look at the share price since then. Sounds obvious but it needs someone to come in and take what is quite a material stake.

[xajorkith] 22/11/2017 13:35

Downgrade in the UK economic growth forecast seems to be affecting a few - announced around 12.50pm. Amazed people still take any notice given how often they are wrong.

[netcurtains] 22/11/2017 13:16

gleach23: I think the guy will want to maximise his money. So I expect he will let it slowly float towards 70s 80s 90s, as the year progresses. I'm sure the guy is no fool.

[gleach23] 22/11/2017 10:59

amt...100k down, 2.5m to go?

[chrisatom] 22/11/2017 10:41

Would be up a fair bit more if it wasn't for the 100k plus of shares sold into the update strength this am. Once the big seller is clear this could get some momentum again.

[chrisatom] 22/11/2017 10:37

Good update this AM, share price would be much higher if if wasn't for the big seller off loading over 100k shares into it.

[amt] 22/11/2017 10:19

Still a big seller holding share price down. Surely they will be out soon.

[its the oxman] 22/11/2017 09:59

Very encouraging to see div paid and plenty of scope for a meaningful relating.

[baticle] 22/11/2017 09:58

I was expecting it to be up a bit more but I bought Zoo Digital when they announced results a good few months back. I think they closed about 15% up on the day at about 12.5p ( me having bought at 11.8p)The real rises came later as investors analysed numbers and prospects and I'm out of that now. The current management seem to be running a tight ship so I'm happy to hold patiently here. :-)

[xajorkith] 22/11/2017 09:42

Surprised this isn't up more given the recent poor sentiment & chart performance. With gross margins continuing to improve & further large contract wins, this seems increasingly likely to hit FY eps of 11p. As others have said, the introduction of an interim dividend shows great confidence going forward & with net cash maintained around £2m this seems incredibly cheap on an EV to EBITDA around 4-5, especially in such a highly rated sector.

[amt] 22/11/2017 09:41

Not much risk of any downside from here on a pe ratio of 6 and 4m plus net assets with market cap 10m and growing profits

[netcurtains] 22/11/2017 08:57

yep £1 target could still be on. I'm back in. I thought brexit might have dampened it a bit , but no, still all guns are blazing. If the UK picks up a bit TRIAD will go ballastic. Get in while still cheap is my view (relative to past 2 years this is a cheap price).

[baticle] 22/11/2017 08:26

Agreed amt ,The Dividend is a sign that TRD is generating Cash and not just numbers.

[amt] 22/11/2017 08:21

The interim dividend is a big sign of confidence. Even if turnover is flat with 30m annual a 5% improvement in margins would double profits.

[amt] 22/11/2017 08:10

Got 5000 at 64p odd bargain.

[baticle] 22/11/2017 08:07

Managed to get 1000 more on the opening bell this morning, top my holding up a Tad

[amt] 22/11/2017 08:01

On current trends the net asset value of the company will equal its market cap less than four years.

[baticle] 22/11/2017 07:35

Companies like this need to build investor confidence and demonstrate sustainable profitability which Triad is doing, There is no reason why this shouldn't be a £1 +

[amt] 22/11/2017 07:28

EPS of say 11 for the year on pe of 10 gives share price of 110 which seems a reasonable target and perhaps much higher if they breakthrough into new markets with that software they mention.

[baticle] 22/11/2017 07:26

I've been watching this for a few Years and missed the initial boat when it was in it's 20's as I didn't have the available funds but have sorted that and bought recently on the recent share price weakness. Lot's of potential here and still a very undervalued company.