Tribal Share Discussion Threads

[smithie6] 05/1/2023 08:41

"off 40p levels"

[qs99] 05/1/2023 08:25

Reckon IMO we could see some PE action here sniffing around, really interesting bounce of 40p levels and nice spike today...DYOR

[smithie6] 08/12/2022 21:16

"Commercial discussions are ongoing with NTU to determine the level of additional revenue due to Tribal in relation to these scope changes and resultant delays to delivery and implementation."

sounds quite strange

normally if a customer wants to change/enlarge the scope of the contract then he has to ask for that, with a Change Request, & he gets hit with the results extra costs (& extra profit !). The supplier/contractor has the opportunity to take advantage & make a higher % profit since the customer is in a very weak bargaining position & almost has to accept the price for the doing the Change Request, since otherwise it doesn't get done.

whereas in this RNS it all sounds disorganised & uncontrolled.

[simon gordon] 08/12/2022 15:42

Christopher Mills on the company at 54 minutes:

Vox Markets - 7/12/22

[kemche] 01/12/2022 09:49

Serial disappointer.

[dr biotech] 01/12/2022 09:45

It’s a shocker. I’ve been involved with a few supposedly straightforward software installations (I’m not an IT professional) and when it goes well it takes a few hours. When it goes badly it takes a few days. If they are having to keep extra UK staff in Singapore that’s going to cost a lot. And is open ended.

[simon gordon] 01/12/2022 08:16

Dr. B,

Yeah, I've got them mixed up. Cheers! Singapore is a very professional place, how can a contract go so badly wrong?

[dr biotech] 01/12/2022 08:07

I assume you mean NTU which is Singapore. But the loss on that contract is close to 80% of its supposed value. IC was spot on.

[simon gordon] 01/12/2022 07:25

That's a stinker of an update on the Vietnamese contract.

The all time low is around 20p :

Quarterly chart:


free stock charts from uk.advfn.com

[dr biotech] 17/8/2022 13:54

I’ve sold here. Good bit in the IC says software should be easy to install and use so the delays to the major Vietnamese contract is a concern and the education sector is under pressure.

Took the loss, moved on.

[tomps2] 17/8/2022 13:11

Tribal Group (TRB) 2022 half year results presentation - August 2022


Tribal Group CEO, Mark Picket and CFO, Diane McIntyre present half year results for the six months ended 30th June 2022.

Watch the Video here: www.piworld.co.uk/company-videos/tribal-group-trb-2022-half-year-results-presentation-august-2022/

Listen to the podcast here: piworld.podbean.com/e/tribal-group-trb-2022-half-year-results-presentation-august-2022/

[matthew palmer] 09/4/2022 12:04

Anyone on TECHINVEST, I am wanting to form a group of similar minded people to discuss its views etc and information.

Click my name and send a message.

[tomps2] 23/3/2022 08:47

Tribal Group (TRB) full year 2021 results presentation March 2022

CEO, Mark Pickett and CFO, Diane McIntyre present full year results for the period ended 31 December 2021.

Watch the video here:

Or listen to the podcast here:

[dr biotech] 31/1/2022 09:38

Don’t see anything in the results to cause the near 10% drop. Of the 30 or so companies I hold 12 have issued TUs this month, pretty much all “inline” have dropped a lot, even two that are materially ahead have dropped. Still disappointing.

[johnwise] 16/11/2021 11:26

Will hold

update..

[brummy_git] 20/10/2021 06:26

Andy Brough (no less!) of Schroders talks positively about Tribal (starts 35:35) here.

www.linkedin.com/posts/paul-hill-a5994116_andy-brough-schroders-am-interview-18-activity-6856186414749552641-KFlG

[dr biotech] 23/9/2021 19:17

Dunno. 200k sells today when normal volume is 20k - that’s caused the drop. Not sure why they would sell but could be a multitude of reasons.

[montynj] 23/9/2021 09:02

Why selling

[tomps2] 16/8/2021 08:34

TRB Interim results analyst presentation August 2021

Mark Pickett, CEO & Diane McIntyre, CFO present H1 results, giving an overview of the strategy, financial performance and the outlook.

Watch the video here:

Or listen to the podcast here:

[sig1978] 24/5/2021 09:14

Can see this being 130 by end of june :-)

[tomps2] 29/3/2021 08:55

TRB management team Mark Pickett, CEO & Paul Simpson, CFO present FY20 results to analysts. 2020 was a year of evolution and operational progress. 2021 has started with increased revenue visibility, a strengthened position in South East Asia, and a considerably expanded addressable market through the launch of Tribal Cloud and the imminent launch of Tribal Edge Admissions. To date, the group is trading in line with expectations and is confident to execute against their strategic roadmap.

Watch the video here:

Or listen to the podcast here:

[t0pgrader] 17/3/2021 13:11

N+1 note out today. Fair value @150p vs 100p sp

[t0pgrader] 10/2/2021 14:45

11.25m bt today @98p / approx 5% of issued share cap