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

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.. ;-)

Not a holder of this stock. Comment in post62 shows complete finacial naiveity IMO "forget net debt because its covered by freehold(s) so not an issue".Lots of Finance/Drs may have thought this the day before their bank foreclosed. Companies go bust because they run out of cash and neither freeholds nor profits will then save them. Banks currently aggressive lenders, but that can (and will at some time) change. Don't IMO be in heavily indebted companies when that happens, whatever assets they may appear to have. Not directed at TGP, just observation based on personal experience!

Fair call but TGP's cashflow is strong... see agm statement..

Legend yes I do hold JCR. A PM would be much appreciated.

cheers GF.

I have posted it on that thread for you...

I don't hold any but I know a few people that do!!!!

I am quite excited about the prospects of tg21, lets hope another contract - with Halfords perhaps would be the icing on the cake don't you think??

Cheers Legend Ill have a look and yes I would love to see Halfords and more take on the new product.

cheers GF.

Looking positive on the trades front so far.

cheers GF.

gf thought the price would move up after sats ft comment.cheers woodie

Why what did it say WOODIE Please?.

cheers GF.

gf just a comment on fridays news release it did not give a view.cheers woodie

Yes i thought it would only be positive after the news comment...:

TG21 plots speed cameras nationwide

TG21 the company that helps motorists plot the latest positions of speed cameras,has signed a distribution agreement with that will see the Inforad speed camera warning device goon sale throughout the UK.

Toad(UK) TG21,s wholly-owned subsidiary,signed the agreement with Inforad and said initial sales of the driver-friendly speed camera plotter "have been EXTREMELY ENCOURAGING" with orders of more than 10,000 units from Woolworths and Maplins.

The speed camera plotter costs 79.99 and uses Global Positioning Systems
as opposed to laser or radar technology , and thus does not contravene the proposed Road safety Bill.

Shares in TG21 rose 0.75p to 11p.

Cheers guys, much appreciated. Just think how this one one would have gone back in FEB, but then again hows it going to going to go in October?.


Cheers GF.

Hi all,

It has gone mighty quiet on here. Still holding all??

Still holding legend and awaiting developments. They will come.

cheers GF.

Buyers in today... not looking to go sub 10 whatsoever dispite the view of several bear raiders on advfn!!

Up theres Legend. Its the same bloke who as had a gripe for months.

Now thats what you call losing on the stock market.

cheers GF.

Added another 50k today...