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

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.

First buys at 70p and going well :)

Finished strong on L2 so would expect a move up tomorrow at some stage.

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.

strange there should be a downtick. Its the better to travel than arrrive syndrome. I am also hoping for decent performance after the results

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)

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'.

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 ;)

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.

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.

Rathbones Special Sits also has LEAD in the top ten holdings as of end Jan 06, hopefully they will make it top 3 soon :)

http://www.rathboneunittrusts.com/rutm/ourfunds/factsheets/2006/february06/special_sits_feb06.pdf

Rathbones are right. This definately is a promising special situation and its good to see an institution thinking along the same positive lines.

I think in the coming weeks and months there will be a lot of smart money moving into LEAD, which will result in a nice uptrend, with spikes up on contract news.

There are two new broker reports to look forward to now, an updated CS one and an initial Altium one.

Altium today issued a buy note for Leadcom, initial target 90p it seems.

http://www.citywire.co.uk/News/NewsArticle.aspx?VersionID=80357&MenuKey=News.Home

Following what it describes as an impressive set of interim results, Altium Securities has put out an add recommendation on Sportingbet. It says the announcement of the maiden dividend was a milestone for the company and the start of much more to come.
While Gondola Holdings has attractions in terms of scale, brand awareness and, arguably, the efficiency of its balance sheet, Altium has put out a reduce recommendation. It recommends selling Games Workshop and starts coverage of Alba with a buy recommendation.
It is a buyer of IBS Open Systems, Entertainment Rights and Leadcom, but downgrades Close Brothers from hold to sell and says add Spring Group

Thanks for spotting that PP. Its good to see we are not the only ones who think this is a decent business with excellent prospects.

L2 is now 4 v 1 very strong, and we could be back to the days earlier high soon.

Very bullish to do this on results day after a large rise into results, but then, the results were in fact, very very good and highly bullish going forward.

90p target, soon will be upgraded when the first new larger contracts come in and are announced.

274K X trade.

Someone/insti snapped up a load of shares this morning, this is what cause the turnaround into blue :)

Hope they and their friends are back for more soon !! :)

Surprisingly quiet considering the excellent results

But LEAD still strong, thats the bullish sign after good results, people not selling, and new people paying full price to join or top up.

Altium has a buy rating on LEAD and so does CS, with upgrades and new contracts to come, it will not be so quiet all this year ;)