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
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.
PapalPower
- 23 Feb 2006 10:34
- 122 of 955
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
coeliac1
- 23 Feb 2006 11:11
- 123 of 955
Rathbones are right. This definately is a promising special situation and its good to see an institution thinking along the same positive lines.
PapalPower
- 23 Feb 2006 11:25
- 124 of 955
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.
PapalPower
- 23 Feb 2006 11:59
- 125 of 955
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
coeliac1
- 23 Feb 2006 12:04
- 126 of 955
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.
PapalPower
- 23 Feb 2006 14:13
- 127 of 955
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.
PapalPower
- 23 Feb 2006 16:15
- 128 of 955
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 !! :)
coeliac1
- 24 Feb 2006 15:27
- 129 of 955
Surprisingly quiet considering the excellent results
PapalPower
- 24 Feb 2006 16:32
- 130 of 955
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.
PapalPower
- 25 Feb 2006 16:59
- 131 of 955
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 ;)
coeliac1
- 27 Feb 2006 08:07
- 132 of 955
Good to see the buy ratings- especially those of us who are long on this stock!
PapalPower
- 28 Feb 2006 08:23
- 133 of 955
LEAD stilll going strong coeliac1 :)
coeliac1
- 28 Feb 2006 09:24
- 134 of 955
Yes even in this morning's weak market too.
PapalPower
- 28 Feb 2006 09:26
- 135 of 955
No real visible volume too, good signs.
coeliac1
- 28 Feb 2006 10:05
- 136 of 955
I see the order book for this year is 70% of the 2005 actual so there is quite a lot of potential for yet further upgrades on any sort of new order announcements. I also like the look of prospects for increasing orders for service management from existing sources which will give a firm base for the future.
PapalPower
- 01 Mar 2006 03:33
- 137 of 955
Yes coelic1, a very good chance of a few decent upgrades to come.
PapalPower
- 02 Mar 2006 03:28
- 138 of 955
Still looking strong, we should be in the high 70's soon.