Triad Share Discussion Threads

[s34icknote] 12/6/2018 22:53

We need to remember this share moves quickly especially on small trades . Can easily turn as the short termers clear out . Sicknote

[netcurtains] 12/6/2018 21:23

..be interesting to see if the buyers swamp the sellers tomorrow.

[pride23s] 12/6/2018 17:34

It should gain some press following positive news, but the small market cap may keep it out of the spotlight with the Ic.

[s34icknote] 12/6/2018 17:02

There must be a few traders just moving on . Once out of the way I'm hoping for a steady climb . Weekend press coverage would be good !Sicknote

[pride23s] 12/6/2018 16:22

Just a personal note on selling too soon, I bought 66000 shares of Boohoo at 33p then sold at 71p...….ill try not to do that again im very happy holding this stock for the long term.....

[wiganer] 12/6/2018 14:41

The value proposition looks compelling. I’m in.

[netcurtains] 12/6/2018 14:00

TRIAD V TERN
=================

TRIAD do blockchain, defence contracts, Microsoft Azure and have millions in the bank...

Currently their market cap is only £10M...

From their website:


Our expertise will take you far beyond simply providing a cloud intranet and cloud equivalents of Word and Excel. Through innovatively combining the cloud versions of SharePoint, Power BI, Access, InfoPath, Yammer, 365 Apps and Azure solutions,

[netcurtains] 12/6/2018 12:12

could be last chance to buy under 71p.... (a lot of buying pressure bringing price back up)

[netcurtains] 12/6/2018 11:45

naw - just let it all be - its going to give investors a good return - they are currently steaming! (work wise . - £1 short term target and £2 not far behind)

[s34icknote] 12/6/2018 11:22

I think they should buy the shares from the trustee or return cash to shareholders .Sicknote

[netcurtains] 12/6/2018 10:20

s34icknote: I bought more another 10k and another 7k....
Seems cheap to me.... £1 got to be an easy 12 month target (42% (3 /7 * 100) - nothing to sniff at in this day and age)... Could easily go to £2 with fair wind .

[s34icknote] 12/6/2018 10:01

Hi net Just think some traders sell on news and move on .Just a shame we are not attracting new investors .That's what makes the stock market such fun .You buy cheap stock , sit and wait for mr market to realise it's undervalued !!!!!!Some socks especially micro caps and illiquid stocks take longer than others .Sicknote

[netcurtains] 12/6/2018 08:46

Hi s34icknote: Perhaps its something we said?

[ntv] 12/6/2018 08:36

Hi elsa7878
you appear to be correct on your numbers
15.5m shares in issue currently
trading statement with the results appears fairly bullish
final dividend is costing the company only £155k
i thought they may raise the payout to try to improve their rating
company could easily double it's dividend in the current and that would help the share price
company did state there was no overhang but yesterdays share sales appear to prove that statement wrong but it might be just buyers before the results selling into the news and volume
they appear to want to expand the business organically rather than by acquisition and that is good for news for smaller shareholders like myself
happy to wait patiently for this to grow and add on any big dips
it is also vulnerable to a takeover with a large amount of nett cash on the balance though it would have to have the consent of the large holders so premium would have to be pretty good i would think
happy to hold with a reasonable prospects and improving dividends

[netcurtains] 12/6/2018 06:52

worth repeating as it would be good to get the counter argument as to what I might have missed:
====================================================================

This is my take on next year.

I see profits as £2M to £2.5M perhaps even £3M

Reason:

We now have a 5% bigger head count then last year plus no off charge in the coming year as plenty of work (my guess about 5-10% of time was off charge last year as there was less work around and also it was the end of some big contracts )- so logically at very least 15% increase in profits (no off-charge, bigger margins and bigger head count)...

Current Market Cap: £10M but potential to make £3M profit in coming year(most likely £2M to £2.5M)......

I doubt whether you'll find a better bargain in the FTSE..

Is there a catch?

People a few weeks ago felt there was a share over hang (a big seller).
The Chairman has now stated that no such share over hang exists.


So is there a catch?

NO THERE IS NO CATCH - THIS IS A BARGAIN...
net cash by year end will be well over 50% of current market cap!!!!
Just look at the current PE ratio - about 4.


WORK IT OUT FOR YOURSELF...

-: )))

[s34icknote] 11/6/2018 16:04

I was working on worse case zero growth . Mind you didn't factor increasing profit margins .May be I should sell and buy IQE or boohoo. So much better value lol not !Crazy markets provide great opportunities .Sicknote

[netcurtains] 11/6/2018 15:24

No you're wrong s34icknote: Current cash is £3.8M - with another £2.5M (next years profits) - cash will be 65% of market cap ..... LOL

This is totally insane!!!!

[s34icknote] 11/6/2018 15:00

My take is cash will be fifty percent of market cap if the shares don't go up !By next year ! Sicknote

[netcurtains] 11/6/2018 14:08

This is my take on next year.

I see profits as £2M to £2.5M perhaps even £3M

Reason:

We now have a 5% bigger head count then last year plus no off charge in the coming year as plenty of work (my guess about 5-10% of time was off charge last year as there was less work around and also it was the end of some big contracts )- so logically at very least 15% increase in profits (no off-charge, bigger margins and bigger head count)...

Current Market Cap: £10M but potential to make £3M profit in coming year(most likely £2M to £2.5M)......

I doubt whether you'll find a better bargain in the FTSE..

Is there a catch?

People a few weeks ago felt there was a share over hang (a big seller).
The Chairman has now stated that no such share over hang exists.


So is there a catch?

NO THERE IS NO CATCH - THIS IS A BARGAIN...


WORK IT OUT FOR YOURSELF...

-: )))

[netcurtains] 11/6/2018 13:53

. double post

[s34icknote] 11/6/2018 13:44

Value always comes out eventually Sicknote

[its the oxman] 11/6/2018 12:20

Hard to believe we're still struggling with 70p, hopefully it will rise more over the next few weeks.

[s34icknote] 11/6/2018 10:40

I agree net . What's not to like. Plus an ever increasing cash pile that needs a home.Invest it or pay it to shareholders as div and special div or a chunky share buy back !!!! Sicknote

[netcurtains] 11/6/2018 10:32

s34icknote. This line here is the key as to why next year might well be significantly better then this year:

Consultant numbers increased towards the end of the year as part of an ongoing programme to increase our fee-earning headcount.

Big list of contracts and a significant increase in head count.
Bigger margin per head count too.

I see accelerating growth coming up in the year ahead.

[s34icknote] 11/6/2018 09:55

Still time for new investors to enjoy the ride .Sicknote