Touch Group Share Discussion Threads

[cpurser] 06/10/2006 14:52

Rollover!!

[masurenguy] 06/10/2006 14:50

At an average price of 5.975 (two tranches of 1.4m) thats around £167,000. That is above 3% so an RNS will have to be issued soon to reveal the buyer unless the two 1.4m tranches were in two different names - which may have been the reason for splitting the purchase.

[blackrabbit] 06/10/2006 14:31

somebody likes 'em - they've just bought 2.8 million !

[hamidahamida] 01/10/2006 00:00

agree with you 100% haydock

[haydock] 30/9/2006 12:57

The next big news might be:a company split in two& floated off: a managemant buyout: a rights Issue;fund raising.
It might not all be good news,but it is unlikely to really negatively affect the share price from here as few are following.
On balence I agree with the sentiments above.
Reading the tips in the newspapers i see many with less potential than tou, especailly when one realises the frantic efforts of the media boys to buy companies on the web with advertising potentail & as I have highlighted before, & the amazing prices paid.
I suppose this share is similar to a biotec, & if that is the case its a long way down the road to delivery, but the burn is critical.
Market attention as I highlighted months ago will take along time to return, to a share with a bad track record like TOU.
There will be many advantageous opportunities for us all in the future.This week has perhaps shown that the risk is not as great as we thought.

[rossstar3] 29/9/2006 19:20

Here we have a company that can go all the way ,the talent they now have and the remarkable acheivment this year.It may take time but the potential is there and the value of the various buiseness is high it s just a case of waiting now for the next big news which seems a certainty now.

[the big fella] 29/9/2006 09:19

Having just trousered the best part of 15K on DGT perhaps I might put a bit more in here.

[the big fella] 29/9/2006 09:18

Haydock

I am really encouraged. Having been involved in this stock before the last manic rise (and bagged some decent profit!) I have held 100000 shs which I bought for 8p for some time. Have thought about selling many times this year, but this is the first time I am thinking I should now be buying again.

[haydock] 29/9/2006 09:13

This has to have some significance, a BB that is nicely stone dead after the interims which show the company going forward like a train, with new csh flow streams coming on line all over the place.
A now proven platform in the heart of the web advertising market, and a successful publishing arm about to produce a winner in verticles.
All told 12 months of real progress, and success.
12 months ago this board was full of loonies & groupies & the share price had roared away, on much less promise of jam tomorrow.
I wonder if this deafening silence will lead to Vincent & the gang buying half or the whole shooting match for themselves.I think i might be tempted from the valuations I keep posting on here paid for similar assets this year.

Not ramping at all, but I can see real value in the company, the market is perhaps rightly wary, but the share price has now probably bottomed ? With this response to the intererims.

[haydock] 28/9/2006 14:32

Good point jailbird.
Its a split to happen, with refinacing the name of the game.
They will attempt to reposition the two companies as twins under a holding group situation.
At last we know now a lot more rounded picture of the future,& as I said a few weeks ago these results would not have a wide impact on the market, but we can see where we stand & make our own choices.

[jailbird] 28/9/2006 14:01

results sound postive for the full yr...however touch local still needs more money!

"There is now a window of opportunity for Touch Local to become a major player of
high value. To take best advantage we need to move quickly. We are exploring a
number of solutions to establish significant funds to fulfil the now proven
growth potential within Touch Local. We are evaluating the best way of achieving
our objectives of providing the required funds for Touch Local whilst increasing
the value for our shareholders."

[the big fella] 28/9/2006 13:58

I think these figures are encouraging. Vincent always puts a decent spin on things but perhaps for once there is a glimmer of substance. I wonder what form the fund raising will take. Perhaps I can understand now why they managed to raised a chunk of cash at a significant premium to the then share price. They will need a bit more to ensure this fulfills its undoubted potential.

[haydock] 28/9/2006 13:57

An interesting read.
Very bullish as ever.A large growth on the turnover of Touch local,and a strange concentration on Touch Briefings paper publishing business, with the Verticles, considered on this BB to be the jewel in the crown further back than we thought, & understated.
Its still loss making but as a company very capable of expanding business rapidly, with lots of new ideas.
The costs seem to be controlled, but the cash situation seems to be very thin still.
Interesting comment two seperate businesses.
I think they will split for cash reasons when they can, to re-finance.
Clearly as I have always thought some valuable assets here, incredibly cheap for a preditor.
Its a growth business though & they know where they are going, could write up well. I've seen many worse recovery write ups.

[hamidahamida] 28/9/2006 13:44

Touch Group plc.
("Touch" or "the Company")

Interim Results for the six months ended 30 June 2006



HIGHLIGHTS

* Group turnover from continuing operations was #4,611,000 (2005 -
#3,335,000) up some 38%. Touch Group is on course to realise continued
increased revenues in 2006

* Touch Briefings has seen continued expansion in 2006 with sales
increasing to #2,801,000 in the first half of the year (2005 - #2,372,000) and
now boasts a client base of international companies including 130 of the
Fortune 500 companies.

* Touch Local achieved turnover of #1,810,000 (2005 - #963,000), an
increase of 88% on the prior comparable period

* In April 2006, #650,000 was raised through the placing of 8,437,500 shares
at 8p

* The basic loss per share for the period was 2.8p (2005 restated loss: 2.7p).

Top line figures have all improved over the period and we are especially pleased
with the significant gains that both Touch Local and Touch Briefings have made
during the period under review. We are anticipating record revenues for the full
year from both businesses.


For further information

Vincent Isaacs, Executive Chairman Tel: [phone]
Touch Group plc

Leesa Peters/ Jos Simson Tel: [phone]
Conduit PR



CHAIRMAN'S STATEMENT

The first six months of 2006 has been an important time for Touch Group plc as
we have continued our restructuring programme within the Group in order to
maximise growing revenue streams and reduce costs. A very positive picture has
emerged as it has become clear that within our Group there are two separate
businesses, Touch Local and Touch Briefings, which have their own unique
profiles.

Group turnover for the period from continuing operations for the period was
#4,611,000 (comparable period 2005 - #3,335,000) up some 38%.

Operating loss was #1,999,000 (2005 restated- #1,810,000). The loss included an
investment impairment charge of #701,000. The impairment has arisen from a
decline in the Mediazest share price which we received in part payment when we
sold Touch Vision in October 2005. The operating loss from continuing
operations, excluding the impairment charge was #1,298,000 (2005 restated -
#1,642,000).

In April 2006 we raised #650,000 through the placing of 8,437,500 shares at 8p
to expand on the investments made in the Touch Local business.

The basic loss per share for the period was 2.8p (2005 restated loss - 2.7p).


TOUCH LOCAL

Touch Local achieved turnover for the period of #1,810,000 (2005 - #963,000), an
increase of 88% on the prior comparable period.

During this period, we launched our new product portfolio including our flagship
product Touch Link Priority Listing. This micro site allows businesses to take
advantage of the full benefits of online advertising which is the fastest
growing advertising medium. Using sophisticated arbitrage tools, this micro
site allows businesses to electronically buy leads from search engines and our
own directory and display important information about their businesses along
with maps and pictures.

The "essence" of our business is obtaining new revenue with attractive margins
and then retaining it. Retention is all about keeping our customers attention
by delivering good service and communication. As a young business the retention
rate was low for our entry level products ( although retention rates are high
for our high end products which currently comprise the majority of our
revenues). With the development of our infrastructure, the improvement of our
services and our communications, our retention rate for entry level products has
increased ten fold since the beginning of the year. This is still improving and
is the most revealing indication of Touch Local's progress.

In addition our conversion rates (viewers who make a purchase) have increased
four fold since the beginning of this year and continues to improve. We believe
what we have now achieved will make a considerable contribution to our future
revenues. We are determined to increase this figure again by a considerable
margin.

The breadth of the Touch platform is now such that it is capable of providing
for the needs of the smallest SME right up to Blue Chip Institutions with
appropriate products for all levels and sales properly automated with people
intervention only at the highest level.

We have a proven business model but despite this our hardest task has been
recruiting the staff capable of executing our strategy. Tamer Ozmen, our Chief
Executive Officer, has spent considerable time leveraging his connections in the
Internet world to find the talented individuals who now make up all levels of
our Management Team. We now have a cohesive Touch Local team, able to deliver.

There is now a window of opportunity for Touch Local to become a major player of
high value. To take best advantage we need to move quickly. We are exploring a
number of solutions to establish significant funds to fulfil the now proven
growth potential within Touch Local. We are evaluating the best way of achieving
our objectives of providing the required funds for Touch Local whilst increasing
the value for our shareholders.


TOUCH BRIEFINGS

The period has seen continued focus on the (d1) major realignment and
restructuring programme which commenced some 18 months ago and which has seen
the division make significant enhancements to its international publications. As
such it now boasts a client base, which includes 130 of the Fortune 500
companies.

The Touch Briefings business produced revenues of #2,801,000 for the period
(2005 - #2,372,000) up 18% on prior year. This increase is due to the fact that
we published 25 books in the six months compared to 14 in the prior period.
Lower margins reflect the fact that there were a significant number of new
titles with a lower revenue per publication, which will be improved as
additional marketing budget is allocated to this task.

All of the initiatives that I mentioned in my statement of 30 June 2006 are
progressing well as explained below.

In addition to www.touchoilandgas.com, our established online platform for the
oil and gas industry, we have launched twelve clinical vertical sites, three of
which are now ready for use: www.touchneurology.com, www.touchcardiology.com and
www.touchoncologicaldisease.com. All have been carefully enriched with content,
providing the breadth and depth necessary to make each an essential place to
visit for every therapeutic professional. We are on track to complete the
further nine clinical vertical sites before the end of 2006.

We have recently received verification from BPA that our Touch Cardiology
journal achieved a certified distribution of 21,000. This is a demonstration of
value to our clients. Our other key clinical titles will be BPA verified before
the end of 2006.

We have increased our number of publications by adding new titles to the
schedule and by increasing the number of editions of existing titles. We have
upgraded many of our clinical titles from annual to biannual frequency. We will
publish 11 new titles in 2006, 10 of which launched in the first half of the
year. Many are natural extensions into other clinical and pharmaceutical areas.

Two new revenue streams have been created in Q3 of 2006. The Special Projects
division was formed to extend the Touch Briefings brand to blue chip companies
in sectors with which we have no business history, through the offering of a
bespoke publishing service that leverages our content and production
competencies. We have scored significant early successes with a range of
clients. We have secured repeat business within the quarter, and are rapidly
growing our pipeline.

We have also established a Reprints division to capitalise on our existing
high-quality content by selling it on to companies for whom specific articles
represent an invaluable arm to their marketing strategy. This division is
achieving early success.

In July we launched our Key Accounts Division, which offers sponsorship and
advertising deals across our entire publication portfolio to 20 of the world's
largest healthcare and pharmaceutical companies. The team has made great strides
and with the 2007 publication schedule in hand, we are obtaining significant
2006 orders and forward bookings for 2007. In addition we have restructured the
entire business: sales floor, production, distribution and editorial.

Our new management under the direction of our publishing director Dr Theresa
Saklatvala is taking the company to new heights. Touch Briefings is now a
profitable company of real substance, content driven with a clear focus on
delivery. We are on course to publish 60 journals in 2006, realising record
published revenues for the year.

During the last few months of this year a clarity within the Group has emerged
which will enable us to enter 2007 with the best possible opportunities.

[haydock] 28/9/2006 09:51

Its now or never?
When when when?
TB was the only one who offered a date, so its off round the web to see if there is anything official out there.

[hamidahamida] 27/9/2006 16:09

Masurenguy - 27 Sep'06 - 12:06 - 934 of 938


Actually SFT was a good one for me((ramping worked))) - bought on March 7th for 21p and sold on May 11th for 33.25p - a 58% gain over 2 months.
(((others call it ramping what u call positive posting)))

However I have (((ramped))) this or any other stock. My posts may reflect positive(ramp) or negative (deramp)

i rest my case

[masurenguy] 27/9/2006 14:56

Masurenguy - 27 Sep'06 - 12:06 - 934 of 938: Actually SFT was a good one for me - bought on March 7th for 21p and sold on May 11th for 33.25p - a 58% gain over 2 months. However I have never ramped this or any other stock. My posts may reflect positive or negative sentiments about a stock at any particular moment in time but these comments are relevant and factual. Only morons ramp stocks - it amazes me that anyone can be so stupid to think that this kind of BB behavoir might persuade others to buy !
...............................................................................

Trying to modify what I posted in order to try and change the meaning just shows how phoney and pathetic you are.

Where is the cut and paste of any post that I made ramping SFT ??
You are full of empty allegations that you cannot substantiate - story of your sad life I guess !

[hamidahamida] 27/9/2006 14:33

Masurenguy - 27 Sep'06 - 12:06 - 934 of 938


Actually SFT was a good one for me - bought on March 7th for 21p and sold on May 11th for 33.25p - a 58% gain over 2 months.

However I have ramped this or any other stock. My posts may reflect positive(ramp) or negative (deramp)

need i say more

[hamidahamida] 27/9/2006 12:09

Masurenguy - 27 Sep'06 - 12:06 - 934 of 935


Actually SFT was a good one for me - bought on March 7th for 21p and sold on May 11th for 33.25p - a 58% gain over 2 months.

GREAT JOB WELL DONE WELL RAMPED

[hamidahamida] 27/9/2006 12:07

after u ramp up than sell

[masurenguy] 27/9/2006 12:06

Actually SFT was a good one for me - bought on March 7th for 21p and sold on May 11th for 33.25p - a 58% gain over 2 months.

However I have never ramped this or any other stock. My posts may reflect positive or negative sentiments about a stock at any particular moment in time but these comments are relevant and factual. Only morons ramp stocks - it amazes me that anyone can be so stupid to think that this kind of BB behavoir might persuade others to buy !

[hamidahamida] 27/9/2006 11:48

Sinosoft - another Chinese growth share (SFT)


Masurenguy - 07 Mar'06 - 18:40



thanks that makes 2 of us

[masurenguy] 27/9/2006 11:40

"i am out of this no body wants to buy small caps2

Thank goodness - now go ramp another stock on a different BB !