Toad have changed their name to TG21 PLC and have also got a new EPIC (TGP).

Major shareholders and the directors' holdings:

Shares in issue: 81.4m 10p Ords
Major Shareholders Amount % Holding
Barclayshare Nominees Ltd 5,995,004 7.65
Sir Christopher Evans 4,569,628 5.83
Carglass Luxembourg Sarl NV 3,639,949 4.65
TD Waterhouse 2,723,980 3.48

Other Directors Amount % Holding
Nicholas Grimond 2,021,739 2.581
Peter Terry Ward 1,579,333 2.016
David A Voss 392,453 0.501
Wilson W Jennings 50,000 0.064
Stuart Arthur Gall 12,347 0.016

Updated Broker forecast (from Seymour Pierce):
..............................................2005 ............ 2006
Broker ........ Date ...Rec ... Pre-tax () EPS(p) DPS(p) Pre-tax() EPS(p) DPS(p)
Seymour Pierce 18-03-05 OUTP .... 1.80 .....1.90 ... - .... 1.93 ... 2.10 ... -

Growth (%) 13.21 10.53
Standard Deviation (p) 0.00 0.00
PE Prospective (x) 4.87 4.40 @9.25p

Newsflow:
10 Sep 2002 - Interim Results - Company returns to profits
11 Sep 2002 - Share Issue - 858369 shares issued to vendors of S C Hill
19 Mar 2003 - Final Results - operating profit of 1M
19 Mar 2003 - Peter Ward buys 25k shares @ 3.5p
27 Mar 2003 - Peter Ward buys 100k shares @ 5.75p
01 May 2003 - Peter Ward buys 250k shares @ 5.25p
23 May 2003 - David Voss buys 17k shares @ 7.3p
03 Jun 2003 - Nick Grimmond becomes Managing Director
23 Jul 2003 - Interim Results - Profits up 3-fold
28 Aug 2003 - Placing of 3,688,880 new ordinary shares @ 19.5p
03 Sep 2003 - Signs deal with Vodafone/Unipart
14 Nov 2003 - Ex-chairman Christopher Evans sells 1m shares
14 Nov 2003 - David Voss buys 979 shares @ 20.72p
12 Jan 2004 - Ex-chairman Christopher Evans sells 1m shares
19 Mar 2004 - Final Results - profits up 380%, debt down to 3.9m
19 Mar 2004 - David Voss buys 48808 shares @ 23.75p
08 Jun 2004 - David Voss buys & sells 20k shares
22 Jul 2004 - Interim Results, profits up ~ 15%
27 Sep 2004 - Trading Update - 2nd H sales, profits below market expectations
04 Oct 2004 - Peter Ward buys 500k shares @ 11p
04 Oct 2004 - David Voss buys 17550 shares @ 10.5p and 63116 @ 10.6p
21 Dec 2004 - Signs deal with 21st Century Crime Prevention
22 Dec 2004 - Carglass convert their Toad preference shares into Ordinary Shares
02 Feb 2005 - Announces intention to transfer to AIM (in 2Q 2005)
02 Feb 2005 - Plans to increase stake in 21st Century Crime Prevention to 49%
02 Feb 2005 - Current trading is in line with expectations
16 Mar 2005 - Final Results, operating profits of 1.5M, debt down to 3.7M
16 Mar 2005 - AIM admission confirmed as 15 Apr 05
15 Apr 2005 - 1st day on AIM
09 May 2005 - Toad increases stake in 21st Century to 49%
09 May 2005 - Carglass sell TOA shares, directors buy 3.6Million (~ 7.875p)
17 May 2005 - AGM - Current trading is in line with expectations, cash flow strong
24 May 2005 - Company's new name = TG21 Plc, new epic = TGP

Yup seen it but hes started going into Pauly Pilots cafe on the Motley Fool and they arent half giving him a whack.

I wouldnt worry about him.

cheers GF.

has anybody heard of the new broker? cheers woodie

Why doesn't he short them if he's so confident of them collapsing!!!

I have heard of the name woodie but don't know much about them.

Perhaps they are cheaper?? Perhaps they weren't happy with the other brokers. I certainly don't think it is anything to worry about.

9.75 on the bid now.....

Only evo's left on 10.25.

Woodie - this was taken from the other side:

nilip - 1 Jun'05 - 15:39 - 43 of 46


Edit ...

Just clicked, change of advisor is most likely due to the move to AIM and hence the slightly different/flexible rules applicable on AIM.

Conclusion - A calculated decision by company.

I'm Happy now

Good spot Legend.

cheers GF

A nice move back up this morning. Perhaphs this new Broker is pushing this one.

cheers GF.

heres hoping, legend cant see move to aim the reason as seymour p has the highest number of aim stocks on its books might be to keep cost down as long as price goes in uptrend who cares? cheers woodie

Fair call...

Woodie, did some digging around on Daniel Stewart.. All good. They are an up and coming broker. Infact they did the float of a new issue i held a few months ago.

They are very consciencious (hope thats spelt right) i.e. e-mailing my broker all the time with research - he has had 3 from them today already!!

I wouldn't have thought it would be long before they issue some research. Can't be bad IMHO.

Don't forget it isn't long ago before City Confidential issued a buy note as the share of the year for 2005. This was at 13.75p!!!!!

I think these will move very shortly. its evos that keep holding these back!!

legend nice post onwards and upwards we go,will post some info on stock later have to go .cheers woodie

Thanks woodie. I would have thought that there would be more followers of this on our new board.

Those that follow will be rewarded.

rumours on the other side of a deal with halfords...

As always time will tell

Regards

Legend

nice release today with woolies.

WOODIE have you got the news item nothing showing on stockwatch portfolio.

cheers GF.

gf it is not shown on this site for some reason was issued by prnw.cheers woodie

Embargoed Release: 07:00hrs Friday 10 June 2005

TG21 plc

(`the Company' or `the Group')

Inforad distribution agreement

TG21 plc is pleased to announce that its wholly owned subsidiary, Toad (UK)
Ltd, has signed an exclusive distribution agreement with Inforad Ltd for the
sale of the Inforad Speed Camera Warning Device ('Inforad') throughout the
United Kingdom. Furthermore, the company is delighted to report that initial
launch sales of the unit have been extremely encouraging and include initial
orders in excess of 10,000 units from major high street retailers Woolworths
and Maplins.

The Inforad unit uses GPS technology in conjunction with regularly updated
database information to plot speed camera locations and the vehicle's speed
relative to the appropriate speed limit to aid the improvement of road safety
by highlighting known accident hotspots. It is believed to be the lowest cost
unit on the market retailing at 79.99. Importantly, the devices' lack of
dependence on laser or radar detection technology means it will not contravene
the proposed Road Safety Bill.

Toad (UK) Ltd has also secured a four year license for the database of speed
camera locations for which Inforad users will pay an annual or lifetime
subscription fee to access after their initial 12 months of complementary usage
expires.

For more information see:
www.gpsinforad.co.uk

heres hoping argos or tesco become interested in this product.

Cheers WOODIE excelent news.

GF.

this was shown last night in the advert break in emmerdale by woolies .cheers woodie

Thanks for this woodie...

Things seem to be looking up here.

15p here we come imho....

Well done all holders.

From the other side. I am happy to be in than out guys... if you know what i mean.... ;-)

paulypilot - 10 Jun'05 - 12:30 - 109 of 111


Hi,

Terrific news re Inforad. After buying & testing the product myself a few weeks ago I knew they were onto a winner.

The profits from Inforad (say 250-500k p.a. ?) & the divis from 21st Century (Associate company) of 500k p.a. have significantly boosted the prospects for TG21 in my opinion.

Remember that it's historically made adjusted operating profits of between 1-2m p.a. in the past 4 years, so the figures above are pretty material in that context.

Mkt cap is only around 9m at 11.25p, forget net debt because it's covered by freehold(s), so not an issue.
Overall looks cheap to me, although probably some fallout from the fiasco at Centurion Electronics (ouch, cost me a packet that one did), but if TG21 keep delivering like they have been this year, then a higher rating looks more appropriate.

I still think 20-30p is an achievable price target here, providing the positive newsflow & figures continue of course. I base that view on earnings forecasts - Hemscott shows the forward PER here as being just over 5. The earnings forecasts seem credible, given the positive news recently, so that should translate into a PER of around say 10-15, hence giving a good 100%+ share price upside from here.

Just my personal views, please DYOR !

Regards, Paul (I hold shares in TG21

Hi GF, do youhold JCR? I might have some useful info for you.. ;-)