PapalPower
- 07 Dec 2005 07:57
18th October 2007 : Leadcom voted "AIM International Company of the Year for 2007"


Main Web Site : http://www.leadcom-is.com/
Investor Relations Email : investorsinfo@leadcom-is.com
coeliac1
- 16 Feb 2006 11:05
- 102 of 955
ok PP, thanks. I feel comfortable with this stock and have at last taken the plunge.
Here's hoping.
C
PapalPower
- 16 Feb 2006 13:00
- 103 of 955
Welcome on board coeliac1.
L2 is 4 v 1 so its strong and we could be moving up again late afternoon or tomorrow, results next week as well, and those results, being the first full year ones, and also being a maiden div, should draw much wider appeal to LEAD.
coeliac1
- 16 Feb 2006 13:52
- 104 of 955
I don't have L2 so 4 v 1 is lost on me. I have looked at the fundamentals too, and that, together with the upward general momentum, gives me an optimistic feeling.
PapalPower
- 16 Feb 2006 16:19
- 105 of 955
4 v 1 means its strong, and buys can easily move the price up.
coeliac1
- 18 Feb 2006 19:31
- 106 of 955
Looking forward to next week with this.
PapalPower
- 19 Feb 2006 09:42
- 107 of 955
coeliac1, we should be looking forward to the year :) Although results will be good, whether there is an instant reaction or a reaction over the following weeks is never clear. I would expect some contract news soon, hopefully one of the big ones, and on top of this there are new brokers forecasts and reports, so next week but also next month should be good.
coeliac1
- 20 Feb 2006 13:22
- 108 of 955
PP
Looks a bit quiet on the run up to the results rather than undue speculation. I am fairly optimistic both short and medium term. Any price target thoughts?
Ted1
- 20 Feb 2006 15:51
- 109 of 955
We have movement has someone seen the results?
Only 3 days to go.
PapalPower
- 20 Feb 2006 16:24
- 110 of 955
Coeliac1, its now stated to move. No price targets as the market is fickle sometimes, its should be over 100p, but I would be happy to see it move to around a 75p to 80p trading zone after results, and then over 100p in the autumn (spring would be nice, autumn would do :) )
Ted1, yes, started to move now, roll on Thursday !
coeliac1
- 21 Feb 2006 09:41
- 111 of 955
certainly looking positive in advance of the results.
PapalPower
- 21 Feb 2006 12:16
- 112 of 955
It is coeliac1, someone was in for a T trade buy this morning of 90K at 67.25p, hopefully this buyer wants more, and we should see another move up today or in the morning.
On earnings and profits and growth, LEAD remains very undervalued going forward.
PapalPower
- 21 Feb 2006 12:38
- 113 of 955
First buys at 70p and going well :)
PapalPower
- 21 Feb 2006 23:33
- 114 of 955
Finished strong on L2 so would expect a move up tomorrow at some stage.
PapalPower
- 22 Feb 2006 15:44
- 115 of 955
Well, results tomorrow, and I am expecting them to be excellent with a solid and strong outlook, and we should move on up from there.
coeliac1
- 22 Feb 2006 16:32
- 116 of 955
strange there should be a downtick. Its the better to travel than arrrive syndrome. I am also hoping for decent performance after the results
PapalPower
- 22 Feb 2006 23:41
- 117 of 955
coeliac1 I think its just some people minimising their risk against the "travel/arrive" scenario. If the results are good, and outlook good, then in the next 8 weeks the SP will respond that (its not going to be straight line up, but the trend will be upwards I think)
PapalPower
- 23 Feb 2006 07:13
- 118 of 955
A very nice read ! 97m$ revenue in 2005, and already for 2006 only 7 weeks in and 70m$ is already secured with potential for 280m$ on top.
http://www.companyannouncements.net/cgi-bin/articles/20060223070000PC374.html
Leadcom Integrated Solutions Ltd.
Preliminary results for the twelve months ended December 31, 2005
Leadcom Integrated Solutions Ltd. ('Leadcom' or 'the Company'), the
international telecommunications service provider, today reports its
preliminary results for the year ended 31 December 2005.
Financial highlights
Twelve months to 31 December 2005 2004 Change (%)
Turnover $97.4m $66.2m 47.1%
Gross Profit $27.3m $15.4m 76.9%
Gross profit margin 28.0% 23.3%
Operating profit $10.1m $4.4m 130.0%
Operating profit margin 10.4% 6.6%
Normalized PBT* $10.5m $2.9m 262.8%
Normalized PBT margin 10.7% 4.4%
Net Profit $7.5m $2.6m 186.1%
Net Profit margin 7.7% 4.0%
Net cash generated from $2.9m $0.7m
continued operating cash flow
Dividend per share 2 N/A N/A
Earnings per share (basic) 9 6 50%
Earnings per share (diluted) 8 5 60%
*'Normalized Profit Before Tax': PBT before applying the Black-Scholes formula
for calculating the Company's expenses in respect of share options granted by
the Company
Highlights
* Successful admission to the AIM market IN April 2005
* Revenues of $97.4, establishing year on year growth of 47.1%
* Gross profits total $27.3m, up 76.9% compared to FY 2004, and establishing
gross margins of 28.0% (compared to gross margins of 23.3% in FY 2004)
* Normalized PBT increased by 262.8%, totaling $10.5m (NPBT margins increased
to 10.7% from 4.4% in FY2004)
* Net profit of $7.5m, establishing net margins of 7.7% (compared to 4.0% in
the previous year), and constituting YoY growth of 186.1%
* Earnings per share (basic) grew from 6 in FY2004 - to 9 in 2005 (up 50%)
* Net cash generated from continued operating cash flow for FY 2005 $2.9m (FY
2004 $0.7m)
* Strengthened strategic partnerships / 'Preferred Supplier' with leading
vendors eg. Nokia, Nortel, Siemens, Ericsson and Huawei
* Significant new contract awards in Tanzania, Uganda, Chile, Colombia, Peru
and Guatemala
* Setting foundation for new country penetration, mainly in Africa and South
America, some of which have materialized during the first two months of
2006 - including Mozambique, Gabon and Nicaragua
* High Visibility: near $70m revenues already secured for FY2006, with a
further opportunity pipeline of $280m
Arik Alcalay, Chief Executive Officer commented:
'2005 was an eventful year for Leadcom, presenting new opportunities,
challenges, and exciting achievements.
Leadcom penetrated new countries, new customers and new fields of activity,
leading to the expansion of the Company's global reach with customers and
industry partners around the world.
The successful IPO in April 2005 resulted not only in a stronger balance sheet
and increased financial flexibility, but has also assisted us in further
strengthening Leadcom's standing with our partners and customers. We have been
delighted by the support we have received from our shareholders (both new and
existing) since the IPO.
Leadcom's strategy has delivered significant growth in both revenues and
profitability across the Company's global operations. The period from September
to December 2005 was the ninth consecutive quarter of quarter- on- quarter
growth.
The telecoms marketplace, particularly in emerging markets, is growing at a
remarkable rate, presenting considerable growth prospects for Leadcom. Having
achieved recognition as a leader in its fields of activity throughout Africa,
Europe, and the Americas, Leadcom is working hard not only to maintain this
leadership position and to further develop long-term business relationships
with key partners and customers in these geographies, but also to leverage this
success into additional territories such as Asia Pacific and North America.
Throughout 2005 the company's order intake has been particularly strong,
leading to our highest ever order book. At present Leadcom's backlog, frame
agreements and opportunity pipeline position Leadcom well for continuing
momentum in 2006'.
PapalPower
- 23 Feb 2006 07:58
- 119 of 955
With that forward visibility I can see 100p in the short term, and easily double in a year.
By the end of Q1 06 they will likely have more revenue in that for the whole year of 2005, that is what you call a "growing company".
Hope you enjoy the next few months coeliac1 :) 7 weeks into the year and you know for the coming 12 months you are 99.9% sure of no profit warnings and also only have upgrades and contract wins to look forward to, its going to be tough being a LEAD holder ;)
coeliac1
- 23 Feb 2006 09:09
- 120 of 955
HI PP
At first sight you are spot on. Not sure I very much like the options expensing process- they may have to think of alternative ways of remunerating staff like a lot of other companies.They will be able to do this as profits flow through.That aside this is an optimistic report, positive for the future and with a switched on management. is an exciting growth phase for LEAD and worth being in there for the ride.
I see there is a maiden dividend as they promised- if they keep up this momentum and maintain their promise I won't be complaining.
PapalPower
- 23 Feb 2006 10:33
- 121 of 955
coeliac1 after the "expected" results morning sells we are back level and might finish blue now.
I would expect the price to rise in the coming weeks and months as inti's climb on board and also, with the potential growth it has and with the equivalent of total 2005 revenue in the bag 7 weeks into 2006, this will be one that media tips will soon be looking over to cover.