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07/01/2015 07:00 RNSNON Touchstone Gold Limited GOS Systems Investor Presentation "London, 7 January 2015 - The Board of Touchstone is pleased to notify shareholders that an updated investor presentation is now available on the Company's website which covers GOS Systems, a wholly owned subsidiary of the Company. Please visit the Company's website: www.touchstonegold.com." http://uk.advfn.com/news/RNSNON/2015/article/65009075 GOS Systems January 2015 http://www.touchstonegold.com/s/Presentations.asp Quite superb stuff!! Reading this new presentation, one can't help but be struck by the sheer class and quality of this company, and its quite stunning value at the current lowly market cap. It seems to have everything: huge growth market, essential services, recurring revenues, high barriers to entry, high margins, and a hugely impressive management team. What's not to like?! The company has invested millions of pounds on R&D to develop its tech products, and those alone should cover the current market cap. at 0.625p. Big data: big opportunity!!

As I noted last month, TGL's last move to 1p was a spike based on hope. But the current move towards 1p is I believe a re-rating based upon reality ... and a basis for a move to 2p+. There are two main differences now to the September spike: 1. TGL now owns GOS Systems + Smart Desk Systems, whereas in September it was just a shell, albeit one with very exciting potential. 2. Two hugely impressive new directors have come on board to TGL: Professor Arthur Gibson, and Richard Almeida. GOS + SDS are easily worth a penny a share or more to TGL already, with plenty of growth potential on top of that. And if a share has downside protection at a penny, but great upside from that level, then that makes it one to run. TGL is also now a few months closer than in September to completing one of the other high-growth technology acquisitions that it has been considering since April. And January-April is historically by far the strongest stockmarket third of the year, whereas in October there was a substantial stockmarket correction.

2015 should be a big year for TGL. Or rather a 'big data' year. The team here is unparalleled, near-term deal news is expected on another high-tech growth acquisition, TGL is well-funded, and GOS Systems + Smart Desk Systems more than underpin the value here even before any deal upside. No other share can compare in my opinion, and the rise to 0.8p should be part of an overdue rerating which should continue. TGL's tech companies, as well as their intellectual property, have what many other tech shares lack: customers, revenues, and profits. AND TGL has great RTO (reverse takeover) potential into the bargain.

Double GOSh!!!! We knew that GOS Systems was good, but it transpires that TGL's GOS acquisition was an even smarter bit of business than we thought, including as it does the impressive high-tech growth company Smart Desk Systems as well: "Clarificatory Announcement 22 Dec 14 London, 22 December 2014 - Further to the announcement made on 4th November 2014, Touchstone, the AIM listed investment company, provides a clarificatory announcement regarding its investee company, Smart Desk Systems Limited ("Smartdesk"). The Board of Touchstone would like to confirm that the Company's recent acquisition of the businesses, assets and intellectual property of GOS Systems ("GOS") included 99.994% of the share capital of Smart Desk Systems Limited. Smartdesk is a UK-based company providing a communications platform with a secure, flexible, scalable and auditable messaging toolkit. About Smart Desk Systems Limited · Smartdesk is a voice application software business that offers innovative communication solutions that introduce new efficiencies to call centres and seeks to enhance customer experience, improve customer loyalty and optimise the use of internal resources. · Smartdesk business applications are based around the SmartInform communication platform, a web-hosted engine that supports various modules for specific businesses. · Smartdesk presently provides its services to customers including Eurostar, Virgin Media and Network Rail." http://www.londonstockexchange.com/exchange/news/market-news/market-news-detail/12193516.html

TGL's S.D.S. RNS is causing a bear S.O.S.!! ... So TGL already own the exciting high-tech growth company that is Smart Desk Systems. That removes the uncertainty re. whether TGL would acquire SDS or not, and re. how long it could take, AND also means that there will be no more dilution to acquire SDS. In addition, the SDS news further enhances TGL's value.

"Clarificatory Announcement 22 Dec 14 London, 22 December 2014 - Further to the announcement made on 4th November 2014, Touchstone, the AIM listed investment company, provides a clarificatory announcement regarding its investee company, Smart Desk Systems Limited ("Smartdesk"). The Board of Touchstone would like to confirm that the Company's recent acquisition of the businesses, assets and intellectual property of GOS Systems ("GOS") included 99.994% of the share capital of Smart Desk Systems Limited. Smartdesk is a UK-based company providing a communications platform with a secure, flexible, scalable and auditable messaging toolkit. About Smart Desk Systems Limited · Smartdesk is a voice application software business that offers innovative communication solutions that introduce new efficiencies to call centres and seeks to enhance customer experience, improve customer loyalty and optimise the use of internal resources. · Smartdesk business applications are based around the SmartInform communication platform, a web-hosted engine that supports various modules for specific businesses. · Smartdesk presently provides its services to customers including Eurostar, Virgin Media and Network Rail." http://www.londonstockexchange.com/exchange/news/market-news/market-news-detail/12193516.html

On 21st. November 2014 TGL's Chief Operating Officer Franz Forrester and Company Secretary Trevor Wells were both appointed as directors of Smart Desk Systems. Smart Desk Systems is headed by Steve Berry (its Executive Chairman), who is also Chief Executive Officer of TGL's recent acquisition GOS Systems. And Messrs. Forrester and Wells replaced Peter McKee and Don McQueen, both also of GOS Systems. https://www.duedil.com/company/05999412/smart-desk-systems-limited/people From its website Smart Desk Systems looks like an impressive outfit, and would certainly be a substantial and exciting RTO for TGL. And moreover complementary to GOS Systems. "Intelligent Communication Solutions SmartDesk makes smart messaging solutions. They create a vital edge for businesses by helping them communicate better, enhancing efficiency and improving the customer experience, whilst reducing operational cost." http://www.smartdesksystems.com/ GOS Systems + Smart Desk Systems. These two companies would be a good fit inside TGL, both in terms of type and quality of business, personnel, and even their names! SDS may well be TGL's preferred RTO (reverse takeover) target, and there is a good chance that news on this front may be forthcoming in the New Year. A Merry Christmas & a Happy New Year to everyone!

Hedgehog100 RE: Unlocking the master plan Sun 16:22 " ... 2. Expansion of GOS is very much on the table, and is being pursued. ... " 15/12/2014 07:00 RNSNON Touchstone Gold Limited Update on Investee Company GOS Systems " ... GOS has secured a contract with a national law enforcement agency in the Asia Pacific region to supply its cellular identity solutions. This is an initial agreement that will be fulfilled in the months ahead, and may lead to additional sales with the customer. The contract is significant as a reference for other national law enforcement agencies that are currently in the business development pipeline. Additionally, GOS has also received material orders from existing customers. It should be noted that an important business development initiative that has been successful in the past few weeks is an order for an equipment upgrade from a European law enforcement agency. These orders give GOS' management further confidence that, following the restructuring of GOS Systems, not only has the existing customer base remained intact, but that business development and expansion plans can be implemented with confidence. The aggregate value to GOS of these two sets of contracts for the calendar year of 2015 is approximately GBP300,000. A further update on the business plan and revenues beyond the next few months will be provided at the end of Q1 2015. ... " http://uk.advfn.com/news/RNSNON/2014/article/64790828 I'm quite please with my timing on that one!!

15/12/2014 07:00 RNSNON Touchstone Gold Limited Update on Investee Company GOS Systems " ... GOS has secured a contract with a national law enforcement agency in the Asia Pacific region to supply its cellular identity solutions. This is an initial agreement that will be fulfilled in the months ahead, and may lead to additional sales with the customer. The contract is significant as a reference for other national law enforcement agencies that are currently in the business development pipeline. Additionally, GOS has also received material orders from existing customers. It should be noted that an important business development initiative that has been successful in the past few weeks is an order for an equipment upgrade from a European law enforcement agency. These orders give GOS' management further confidence that, following the restructuring of GOS Systems, not only has the existing customer base remained intact, but that business development and expansion plans can be implemented with confidence. The aggregate value to GOS of these two sets of contracts for the calendar year of 2015 is approximately GBP300,000. A further update on the business plan and revenues beyond the next few months will be provided at the end of Q1 2015. ... " http://uk.advfn.com/news/RNSNON/2014/article/64790828 GOS Systems has won £300K. of new contracts in just under one and a half months under TGL's ownership. If that rate of contract wins was kept up, it would equate to about £2.5M. of new contract wins p.a. Starting from a revenue base of a couple of million pounds or so p.a., that would equate to growth of over 100% p.a. And it could give GOS Systems annualised revenues of about £4.5M. p.a. by the latter part of next year. Compare to Falanx Group (FLX) in a related field of operation: Revenue of £4.436M. in the year ending 31.3.14 Market cap. £18.93M. at 37p http://uk.advfn.com/p.php?pid=quote&btn=s_ok&s_symbol_select=LSE%3ATGL&symbol=LSE%3AFLX&s_ok=OK&mid=1&period=5&dm=0 http://www.falanxgroup.com/ Falanx looks to be more consultancy and cyber-focussed than GOS Systems, without GOS's cellular capabilities, and lacking GOS's range of intellectual property. This probably means that FLX has lower barriers to entry and margins than GOS, and a lower proportion of recurring revenues. http://www.gos-systems.com/ GOS Systems is high growth and high margin, with recurring revenues, and great intellectual property (13 families of patents). And GOS Systems is only part of the TGL story!

As we know, TGL read these bulletin boards (as you would expect), and it's nice to see them responding to queries raised by investors: "... not only has the existing customer base remained intact, but that business development and expansion plans can be implemented with confidence. ..." " ... this is a business with existing clients, existing operations and existing revenues that was acquired by TGL, and that the process of going through administration has not affected the underlying business." Thanks and well done again to the team at TGL for pulling off such a company-making deal recently, and for keeping us informed so well. TGL is undervalued and with good news coming, the perfect formula for successful investing, as with KIBO a few weeks ago before it ten-bagged. Just buy and wait. Merry Christmas & a Happy New Year to everyone!

Good GOSh!!! That's a nice early Christmas present! 15/12/2014 07:00 RNSNON Touchstone Gold Limited Update on Investee Company GOS Systems http://uk.advfn.com/cmn/fbb/thread.php3?id=32338320 The rise of just 20% is relatively muted, but fourth place on the LSE top leader board (out of over two thousand companies) is not to be sniffed at, and the volume 11 million shares traded shows a healthy level of interest: 4 TGL Touchstone 0.50 20.48% 0.09 1 http://uk.advfn.com/p.php?pid=quote&symbol=TGL Price Price Change [%] Bid Offer Open High Low Volume 0.50 0.085 [20.48] 0.45 0.55 0.43 0.53 0.43 11,071,849 Market Cap. [m] Shares In Issue [m] Beta EPS DPS PE Ratio Yield 52-Wks-Range 2.01 402.04 -0.97 -5.73 - - - 1.48 - 0.27 And a would prefer a slow and steady climber to a sharp and brief spike.

04/11/2014 08:02 UKREG Touchstone Gold Limited Acquisition " ...Inclusive of a nominal consideration for the assets and goodwill, Touchstone has committed a maximum of GBP250,000 to finance the acquisition and to enable GOS Systems to fund initial working capital requirements. Additionally, Touchstone will make available up to a further GBP250,000 to fund growth development requirements...." http://uk.advfn.com/news/UKREG/2014/article/64273539 Of the £500,000 TGL has committed to GOS Systems, it's notable that only half of that is required as working capital for the business at its current size: the other £250,000 is for GROWTH. This is significant in two ways: 1. It supports the view that GOS Systems is profitable now that it's debt-free: £250,000 would be a normal amount of working capital for such a business of GOS's size (turnover of a couple of million pounds p.a. or so). 2. Expansion of GOS is very much on the table, and is being pursued.

Yes, "the assets, intellectual property rights and businesses that constitute GOS Systems": quality businesses turning over millions of pounds p.a., debt-free, and profitable. That on its own has to be worth a penny a share minimum to TGL, with plenty of upside, and we should certainly hope that this will be reflected in acquisition negotiations. The amount of equity TGL has to give away for a coming acquisition will be determined by the respective bargaining positions of the two parties, and what each side sees a fair value for its offering. The pre-existing market value of TGL will have some bearing on this, but only some. And it's quite possible for a deal to be struck at a price of a penny even is the market price is half that, if that's considered to be a more accurate reflection of the value of TGL at present and of the enlarged company. That said, the deal should be a (largely) paper-based transaction, and the s.p. at which the deal is struck should be a nominal figure. More important is the quality and size of the business being acquired, and the amount of equity that TGL has to give away to acquire it.

TGL's RNS on 4th. November said: "We continue to review a number of other acquisition opportunities as we seek to fulfil the company's investing strategy and build on the unique platform created by GOS Systems." http://uk.advfn.com/news/UKREG/2014/article/64273539 It's worth noting that the next acquisition doesn't necessarily have to be a RTO (reverse takeover), especially as TGL is no longer a shell. TGL's value has been increased substantially be the acquisition of GOS Systems (not reflected in TGL's current market cap.), so it may be deemed to be worth more than a target company. In such a case, TGL could still of course make a shares-based acquisition of that target, but one that results in that target having the minority of the enlarged equity, rather than a majority. There could also be more than one additional acquisition in quick succession, perhaps even simultaneously. If the acquisition(s) are not RTOs, then it should far less likely that TGL's shares are suspended from trading for the transaction.

" ... Growth stock expert David Thornton says: "If you don't invest in Big Data small caps NOW – you stand to miss out on the most rampant bull market of the next 5 years!" ... For thousands and thousands of years, human beings have been creating and collecting knowledge in the form of information. And in recent years there has been an information explosion. Just consider this… 500 million tweets are sent every day. 100 hours of video is uploaded to YouTube every minute. There are 10,000 credit card transactions recorded every second. Before your head explodes with all these big numbers – I just want to prove a point: there is more information generated every single day than we can possibly understand. There is simply too much to make sense of. Crucially – we haven't had the tools to analyse even a fraction of it. But all that is changing…. Fast. For the first time ever, we are able to make sense of all the information we are collecting... This new breakthrough is called 'BIG DATA'. And it is being put to extraordinary uses – unlocking a new wave of breath-taking innovations… It is being harnessed in ways that will change every industry on the planet, including: energy, medicine, business, biotech, and agriculture. Over the last year or so we have started to make the transition from having so much information it's virtually useless… To being MASTERS of our knowledge and data. What used to take months or years to accomplish can now be done in hours or minutes. We now have the capability to sift through masses of information in moments… and it's fuelling some incredible breakthroughs. From the useful: Like tracking your run on a Sunday jog… making sure you pay less for aeroplane tickets… or checking your glucose levels on your smartphone. To the incredible: Decoding our DNA sequence… 3D printed artificial limbs, intercepting terrorist attacks before they occur … isolating cells that cause cancer… even re-growing body parts. All of this will soon be possible, and used to improve our lives in ways often imagined but never before possible. Yes, these are all remarkable breakthroughs… you may already have started hearing about them in the news or seeing reports in the paper… But as a growth stock expert, I am most qualified to show you how you could make money out of what's happening. ..." http://info.redhotpennyshares.co.uk/urgent-reports/the-big-data-revolution/?email=RHPS_260314_mar_bdy_txt_1

08/12/2014 07:00 UKREG Touchstone Gold Limited Appointment of New Director "London, 8 December 2014 - Touchstone, the AIM listed investment company, is pleased to announce the appointment of Richard Almeida to its Board as non-executive director. Richard Almeida's career spans over 20 years in the global technology industry as a business founder and business builder, with a successful track record of businesses that he founded being sold to large global technology companies. Richard has worked at Board and Senior Management level at a number of international companies. He served as founding shareholder and Chief Technology Officer of INSnet (later acquired by Cable & Wireless) and a founder of Nominet UK, and Network Managers (later acquired by Microsoft). He continues as advisor to early stage technology companies, including businesses in the 'big data' sectors. ..." http://uk.advfn.com/news/UKREG/2014/article/64699226 I wonder if any of those 'big data' companies that TGL's new director is advising are looking to come to market? Via a RTO? It's certainly interesting that the RNS about Richard Almeida singles out big data in particular for a specific mention, and nothing else currently. And big data is an area that looks to be very complementary to both quantum computing, and GOS Systems: "Leading the way with tactical and strategic intelligence gathering and secure communication solutions for law enforcement, homeland security and government agencies around the world." http://www.gos-systems.com/ In addition, it's also an area which may well be one of the 'next big things'.

Good post Bampster. I would just add that TGL's current market cap. of about £2M. is perhaps the ideal size to ten-bag from. Indeed, it is the level that KIBO has just recently ten-bagged from, to its current level of over £20M.

Olderandwiser, I've decided to reduce my TGL posting, mainly due to lack of time. But it does go without saying that I still hold all my TGL shares, and am very optimistic here. (Indeed I have recently topped-up.) There are plenty of other very good posters TGL posters, and I will still make the occasional contribution. TGL will perform as it should in time on the basis of its fundamentals: as KIBO has, 10-bagging recently, despite half a dozen KIBO troll threads working flat out!!

And then there's the recent appointment of CQCL's Professor Arthur Gibson as a new TGL director. So, a CQCL RTO into TGL? Don't rule it out!! What about the 31st. October denial from TGL? - 31/10/2014 17:41 UKREG Touchstone Gold Limited Directorate change and Placing "...The Company would like to clarify it has no intention of a transaction involving Cambridge Quantum Computing Limited for which company Arthur Gibson is Special Advisor to the Board. The Company continues to evaluate opportunities in a number of sectors including the applications of quantum computing technologies...." http://uk.advfn.com/news/UKREG/2014/article/64248311 I think that was a time-limited reference: i.e. at that point they had no intention of such a transaction immediately. Other communications from TGL have been more equivocal regarding CQCL's intentions, indicating that CQCL needed to advance a bit more first, and then decide upon its route to market. Bearing in mind GOS's very unfortunate experience with the IPO route, then the RTO route for CQCL will surely makes sense to Stanhill, especially with TGL available as such a natural home. And this would also help to explain why Ilyas Khan wanted to keep a bit of a lid on the TGL share price earlier this year, but has more recently bought 10.7 million TGL shares. I.e. TGL needs to be just the right size for an anticipated RTO.

It's also interesting that CQCL is using the London Stock Exchange's RNS system to make this announcement, even though it is unlisted ... though perhaps for not much longer. "...RNS is both a regulatory and financial communications channel for companies to communicate with the professional investor...." http://www.londonstockexchange.com/products-and-services/rns/about/rns-remove.htm GOS Systems remember was using RNS ahead of its planned floatation last year. From the GOS Systems intention to float RNS July 2013: "GOS has the following key strengths: · Strength and depth of management team ... · Differentiated high margin products and services · IPR and know-how GOS has 13 patent families across the Group ... · Existing commercial relationships built on trust ... · Significant growth market opportunity with high barriers to entry ... " http://www.investegate.co.uk/gos-systems-plc/rns/intention-to-float/201307150700092722J/