Hedgehog100
11 May 2015
11.5.15 Detection Technology RNS 11/05/2015 07
1 RNSNON Touchstone Gold Limited GOS Systems Improves Detection Technology" Major Upgrade to Tactical Intelligence PlatformLondon, 11 May 2015 - Touchstone (AIM: TGL), the AIM listed investment company, provides an update on GOS Systems ("GOS"
, a UK security technology group recently acquired in accordance with Touchstone's investment policy.GOS is pleased to announce major enhancements to its tactical intelligence platform, which is based on GOS's patented selective network diversion technology.GOS's tactical intelligence platform enables real-time detection of cellular, voice and SMS, and its suite of products features bespoke hardware and software systems for mobile phone identity retrieval for target identification, locating and technical surveillance counter measure.The enhancements have significantly improved the platform's capability to detect across multiple telephony networks in much shorter timeframes, and also allows for the implementation of new detection techniques. Several of the enhancements were facilitated through collaboration with major clients of GOS and the upgrade will be made available to existing and new clients immediately.Franz Forrester, Touchstone COO commented "The advances reported today by GOS are the result of careful and assiduous planning by the team and represent another important milestone in the continuous development of GOS as a serious and credible player in the critical sector of homeland security. The past few months have proved the benefits to TGL of having acquired GOS from administration last year and investing both in the team and in capital investment in technology upgrades." "[link] TGL announcement is a further sign of what a quality outfit GOS Systems is.It also looks like some of the enhancements may have been specifically requested by customers, which certainly bodes well for orders.GOS's aborted £30M. IPO in 2013 would have given it a pre new money valuation of £22M., and I don't think they were too far off getting that float away, before being stymied by market conditions.Since then a few things have changed regarding GOS Systems and its market:1. The homeland security challenge has increased, resulting in increased funding for this sector, increased demand for products and services, and increased valuations for such companies.2. GOS has had its debt stripped away by the administration, invested further into its technology, and benefitted from the support of Stanhill merchant bank and a stock exchange listing, as well as TGL's cash.
Hedgehog100
04 May 2015
Microsoft of Quantum Computing? "Quantum computing operating system developed, says Cambridge company01 May 2015While there has been significant activity in developing technology that might enable the creation of a quantum computer, there has been less activity in the development of an operating system that might control what that computer does.But Cambridge Quantum Computing (CQC) says it has done just that. Called t|ket>, the OS is said to be facilitated by a proprietary custom designed high speed supercomputer, also built by CQCL, that simulates a quantum processor.In a press release, the company said 'CQCL is at the forefront of developing an operating system that will allow users to harness the joint power of classical super computers alongside quantum computers. The development of t|ket> is a major milestone'.Quantum computers, when they are built, will take advantage of superposition, in which a qubit – the processing element – can hold a value of 0 or 1 or both simultaneously. According to some sources, a quantum computer with just 50 qubits would outperform any current supercomputer."Quantum computing will be a reality much earlier than originally anticipated," said CQC. "It will have profound and far reaching effects on a vast number of aspects of our daily lives." "[link] computing OS could speed up arrival of powerful PCsJamie Hinks 3 days agoFuture techCambridge-based firm takes up the taskCambridge Quantum Computing (CQCL) has developed a new OS designed to run the quantum computers that will shape our future.The new OS, which is called t|kit>, has been facilitated by CQCL's own proprietary custom designed high-speed super computer and this allowed the company to accurately mimic how a quantum processor will work."CQCL is at the forefront of developing an operating system that will allow users to harness the joint power of classical super computers alongside quantum computers. The development of t|ket> is a major milestone," read a statement from the company. "Quantum computing will be a reality much earlier than originally anticipated. It will have profound and far-reaching effects on a vast number of aspects of our daily lives."Working QC is getting closerEven though it can be extremely expensive, Quantum computing has been coming on leaps and bounds in the past 12 months, and the speed it completes complex tasks when compared to regular PCs is one of the biggest advantages it brings.CQCL's release comes in the same week that IBM brought us even closer to a working quantum computer by accomplishing simultaneous error detection of two quantum errors.Alongside this it also unveiled a design that makes its quantum computer highly scalable thus bringing it closer to becoming a realistic proposition."[link]
Hedgehog100
17 Apr 2015
A post from LSE, 17.4.15 Thanks to YellowSnow on LSE for this excellent post this morning: YellowSnow Posts: 9 Observation Opinion: Strong Buy Price: 0.65 RE: Good GOSh!!! Today 10:44 "Nice Summation. I too have noted these deals. It's plain to see that GOS is a highly valuable business in a market very difficult to get into. With their unique platform and established Multi National Oranisation and Governmental Contracts they will be on quite a few radars as an easy way to get into the market. However it won't be easy to get required shares off i.e Mr Khan and The Chileans and Italians. The way I see it is they are what they were and in a stronger position than two years ago without debt but with a clean balance sheet and still bringing in High Level Lucrative Contracts. But everything has it's price and 12 months + down the line, would the big holders be tempted by a $75m take out? If they can buy a Cryptographic Business to link in here, then they are really made. Quantum is great for the future, but at the moment Cryptography is the real mc'coy. This is what I am reading between the lines in the RNS's with Professor Gibson on board to advise, and recommend such businesses for acquisition by TGL. Very very rarely in my experience do you get such a top quality executive directorship and advisers in such a undervalued company. These Technology Firms are rare to get at such a price imho, so i personally would take advantage. Corporations, and Government Agencies ( and there are thousands ) need precisely what GOS have to offer. Regards."[link]
Hedgehog100
14 Apr 2015
14.4.15 Smart Desk Systems RNS 14/04/2015 071 RNSNON Touchstone Gold Limited Smartdesk contract renewals " ... Smartdesk is pleased to announce several contract renewals demonstrating the ongoing support of customers including Virgin Media, JP Boden and Eurostar. The renewals will see the Smartdesk platform continue to be utilised by clients to meet their communication needs. ..."[link] good to have confirmation that the recent exit of Steve Berry (who founded the company) from Smart Desk Systems has not impacted upon its progress. Not that you would have expected it to, given the quality of SDS's offering, and TGL's business ability. Today's news also highlights the recurring nature of the company's revenues, which should be more highly valued, and the size and quality of the company's customers:[link] GOS Systems and Smart Desk Systems are clearly a good fit inside TGL, both in terms of the type and quality of business, customers, personnel, and even their names.
Ray_the_Bold
03 Apr 2015
Re: Full year 2014? Guess we will have to be a bit more patient. 
Ray_the_Bold
31 Mar 2015
Re: Full year 2014? I believe tomorrow.Leaky ship or April fools?
sharksy1
31 Mar 2015
Full year 2014? Anyone know when the financials are due out for YE Dec 2014?
Hedgehog100
29 Mar 2015
Re: Updated GOS Systems Presentation IN ADDITION:1. The Chairman of GOS Systems, Peter McKee, was previously CEO of TRL Electronics (TRL), a similar company.Under his leadership TRL IPOed in July 2004 at 130p, and was taken over within two years at 360p (about £90M.), nearly three times as much.[link] The CEO of GOS Systems, Steve Berry, has started and floated several companies.He is also Chairman of TGL's company Smart Desk Systems, which he founded.[link] Touchstone Gold founder, major shareholder, and guide Ilyas Khan has a reputation for creating big entities, as with 20-bagger ZOL and circa 20-bagger WEC:• Zoltav Resources's (ZOL's) market cap. has been over £200M.• White Energy Company (WEC) had a A$875 million market cap. in June 2010:[link] Khan is also the founder and senior partner of Stanhill Capital Partners, which is backing TGL.[link] an extraordinary collection of top management talent for a £3.3M. cap. company.Six of the best to give any bears a sound caning!And a sign of the really big things that are planned here.The latest appointment, Jamie Ridealgh, has come to this micro cap. co. from a FTSE 100 member:"G4S plc (formerly Group 4 Securicor) is a British multinational security services company headquartered in Crawley, West Sussex.[3] It is the world's largest security company measured by revenues and has operations in around 125 countries.[2][4] With over 620,000 employees, it is one of the world's largest private sector employers. G4S was founded in 2004 by the merger of the UK-based Securicor plc with the Denmark-based Group 4 Falck.G4S has a primary listing on the London Stock Exchange and is a constituent of the FTSE 100 Index.[5] It has a secondary listing on the Copenhagen Stock Exchange."[link] apart from the huge vote of confidence, he should open lots of lucrative doors in global security work as GOS targets larger contracts.Including expansion 'across the pond' in view of his more recent North American management role.While his expertise in "formulating and delivering operational planning efficiency" will prove invaluable in maximising profit margins.
Hedgehog100
28 Mar 2015
Re: Updated GOS Systems Presentation GOS Systems has just updated its presentation on TGL's website again.GOS Systems Investor Presentation March 2015:[link] extracts:"Strong Growth Opportunity• Large US$238 billion global homeland security market with acceleratedgrowth profile• In post-Snowden environment, customers are seeking European providers""Attractive Product Mix• Strong technology franchise that has global appeal at the right time• Unique and patented IP""Team• Deep knowledge and previous success in building businesses in thesector""Growth StrategyOrganic Growth• Expand UK and international sales and marketing capability• Accelerate product and IP development• Bid for new, larger contracts• Establish 3rd party partnershipsInvestment Growth• Investment in technology infrastructure• Procurement of new clientsAcquisition Growth• Selective acquisitions to provide Consolidation of GOS market positiono Access to new marketso Enhance technical capabilitieso Channels to high-margin markets""Key Products and ServicesDIAL Intelligence Gathering• Solutions include monitoring systems that collect and present fixed line,cellular and internet protocol information• Suite of products with bespoke hardware and software systems for mobilephone identity retrieval for target identification, locating and cellular ‘bugsweeping’• GOS offers short and long range products priced between £125,000 and£400,000I•L Safe Communications• Unique solution for government clients that delivers secure mobiletelephony services to ensure privacy and security for all parties• Telephony is managed by GOS to protect the identities of either callingparty• Two-way communication can be secured completely• It is offered internationally as a complete solution for between £350,000and £500,000 ... "
Hedgehog100
28 Mar 2015
Re: Updated GOS Systems Presentation The new GOS investor presentation highlights the magnificence of the management team here (even though it doesn't tell the full story).From the GOS Systems Investor Presentation March 2015:"Team• Deep knowledge and previous success in building businesses in thesector""Senior GOS TeamJamie RidealghChief Executive Officer• Over 15 years ofoperational securityexperience• Previously Director ofOperations, WesternCanada for G4SSecure Solutions• Extensive internationalexperience in military,governmental andcommercial sectorsRichard AlmeidaTGL Non-Executive Director• Serial technologyentrepreneur for 20 years• Founder of INSnet (sold toCable & Wireless), Nominetand founding shareholderof Network Managers (soldto Microsoft)• Board advisor toMessageLabs (sold toSymantec) and Non-Executive Director of LINXProfessor Arthur GibsonTGL Non-Executive Director• 30 year career in research andeducation• Senior Researcher,Mathematical Sciences,University of Cambridge andProfessor at University ofRoehampton and research atJodrell Bank laboratories• Founding Chair of EuropeanMaritime Council• Advisor to House of Lords,government organisations andmultinational corporations"[link] Ridealgh is actually CEO of TGL Services, the 'umbrella' company above GOS Systems:"London, 23 February 2015 - Touchstone (AIM: TGL), the AIM listed investment company today announces that its wholly owned subsidiary TGL Services which acquired GOS Systems ("GOS" in late 2014, has appointed Mr Jamie Ridealgh as Chief Executive Officer. In his role, Jamie will lead the executive team, and the operations, sales, and product development teams."[link]
Hedgehog100
28 Mar 2015
Re: Updated GOS Systems Presentation The new GOS investor presentation highlights the magnificence of the management team here (even though it doesn't tell the full story).From the GOS Systems Investor Presentation March 2015:"Team• Deep knowledge and previous success in building businesses in thesector""Senior GOS TeamJamie RidealghChief Executive Officer• Over 15 years ofoperational securityexperience• Previously Director ofOperations, WesternCanada for G4SSecure Solutions• Extensive internationalexperience in military,governmental andcommercial sectorsRichard AlmeidaTGL Non-Executive Director• Serial technologyentrepreneur for 20 years• Founder of INSnet (sold toCable & Wireless), Nominetand founding shareholderof Network Managers (soldto Microsoft)• Board advisor toMessageLabs (sold toSymantec) and Non-Executive Director of LINXProfessor Arthur GibsonTGL Non-Executive Director• 30 year career in research andeducation• Senior Researcher,Mathematical Sciences,University of Cambridge andProfessor at University ofRoehampton and research atJodrell Bank laboratories• Founding Chair of EuropeanMaritime Council• Advisor to House of Lords,government organisations andmultinational corporations"[link] Ridealgh is actually CEO of TGL Services, the 'umbrella' company above GOS Systems:"London, 23 February 2015 - Touchstone (AIM: TGL), the AIM listed investment company today announces that its wholly owned subsidiary TGL Services which acquired GOS Systems ("GOS" in late 2014, has appointed Mr Jamie Ridealgh as Chief Executive Officer. In his role, Jamie will lead the executive team, and the operations, sales, and product development teams."[link]
Hedgehog100
28 Mar 2015
Re: Updated GOS Systems Presentation GOS Systems has just updated its presentation on TGL's website again.GOS Systems Investor Presentation March 2015:[link] extracts:"Strong Growth Opportunity• Large US$238 billion global homeland security market with acceleratedgrowth profile• In post-Snowden environment, customers are seeking European providers""Attractive Product Mix• Strong technology franchise that has global appeal at the right time• Unique and patented IP""Team• Deep knowledge and previous success in building businesses in thesector""Growth StrategyOrganic Growth• Expand UK and international sales and marketing capability• Accelerate product and IP development• Bid for new, larger contracts• Establish 3rd party partnershipsInvestment Growth• Investment in technology infrastructure• Procurement of new clientsAcquisition Growth• Selective acquisitions to provide Consolidation of GOS market positiono Access to new marketso Enhance technical capabilitieso Channels to high-margin markets""Key Products and ServicesDIAL Intelligence Gathering• Solutions include monitoring systems that collect and present fixed line,cellular and internet protocol information• Suite of products with bespoke hardware and software systems for mobilephone identity retrieval for target identification, locating and cellular ‘bugsweeping’• GOS offers short and long range products priced between £125,000 and£400,000I•L Safe Communications• Unique solution for government clients that delivers secure mobiletelephony services to ensure privacy and security for all parties• Telephony is managed by GOS to protect the identities of either callingparty• Two-way communication can be secured completely• It is offered internationally as a complete solution for between £350,000and £500,000 ... "
Hedgehog100
26 Mar 2015
Accumuli (ACM) bought by NCC 24/03/2015 072 UKREG NCC Group PLC Recommended Acquisition of Accumuli by NCC Group "The Boards of Accumuli and NCC Group are pleased to announce that they have reached agreement on the terms of a recommended acquisition pursuant to which NCC Group will acquire the entire issued and to be issued ordinary share capital of Accumuli, to be effected by means of a Court-sanctioned scheme of arrangement of Accumuli under Part 26 of the Companies Act. Summary -- Under the terms of the Acquisition, Accumuli Shareholders will be entitled to receive 0.1218 New NCC Group Shares and 5.97 pence in cash for each Scheme Share. -- The Acquisition values each Accumuli Share at approximately 32.8 pence, and Accumuli's fully diluted share capital at approximately GBP55 million, based on the Closing Price per NCC Group Share on 23 March 2015 (being the last Business Day prior to the publication of this Announcement). -- The Acquisition represents a premium of approximately: o 19.1 per cent. to the Closing Price per Accumuli Share of 27.5 pence on 23 March 2015 (being the last Business Day prior to the publication of this Announcement); ... "[link] An Accumuli takeover at a tasty market cap. of £55M., despite being loss-making. ACM's revenue for the year ending 31.3.14 was £16.6M., so the takeout price is 3.3 times historic annual turnover. This shows the value of high tech intellectual property like ACM's and GOS's, and the high-growth nature of the tech security sector.
Hedgehog100
25 Mar 2015
Re: Contract Win 25/03/2015 072 RNSNON Touchstone Gold Limited Contract win" ... the potential to generate a longer-term support and maintenance revenue stream ... "" ... The solution, which is based on GOS' proprietary technology ... "" ... The cost effectiveness and flexibility of our solutions, combined with the high level of demand for high quality security products ... "" ... the growing market in intelligence gathering and secure communications ... "" ... a very important and significant client for one of GOS's premium services ... "[link] TGL RNS further highlights GOS's very attractive business economics, i.e.:1. Recurring revenues.2. Stiff barriers to entry.3. Strong and growing demand.4. Quality clients.5. High margins.
Hedgehog100
25 Mar 2015
Re: Contract Win A good LSE post today by YellowSnow:Important Win Today 07:49 YellowSnow 1Created by YellowSnow - Today 07:49"Growing Rapidly.Would think "Domino Effect", Governments need the best. Watch them sign upConfirmation again all is going very very well. New Client's added to existing Client base since acquired."Kudos YellowSnow - Today 07:49Recommend 1 | Report!!![link] contract like this, especially if with MI5/GCHQ as they are so prestigious, could 'open the floodgates'. 'A gateway contract'.It could well pave the way for a 'step change' in sales.The best small companies have the potential for giant leaps in revenues like this. Two good examples are Ecotricity and Fitbug (which rapidly 50-bagged at one point last year):"Ecotricity History - 1998This was the year we teamed up with Thames Water in a really ground breaking Joint Venture to produce and supply Green Electricity. It was a colossal step for Ecotricity and for our concept of Green Electricity.The then energy minister John Battle joined us in London to launch the partnership. Green Electricity looked to be coming of age with such a serious venture and partner. And it was a big one – taking our turnover to £50M a year in one big (four fold) jump. ..."[link] 071 UKREG Fitbug Holdings PLC Trading Update - H2 2014 Sales up 495%"Fitbug Holdings Plc, the AIM quoted provider of online personal health and wellbeing services, is pleased to provide an update on trading.Overview-- Full year 2014 sales up 310% on prior year-- Second half 2014 sales up 495% on second half 2013 ..."[link] GOS Systems is superior to FITB in several important respects.
