This stock i believe has huge potential for the future, it's starting to move now results due 5th sept monday. Could see a significant mark up, i hold these and intend to hang on to them because i dont think there are many free shares floating around, may be hard to get hold of in the near future. DYOR

If you take the last brokers note (5th Sept)

http://www.leadcom-is.com/Admin/Investors/UploadPics/brokers%20Note.pdf

add in the latest trading update (25th Oct) and upgrade figures, it just keeps getting better !

Interview with Ari Alcalay Oct 26th 2005 available here;

http://www.wallstreetreporter.com/profiles/LeadcomIntegratedSolutions.html

Towards the end he refers to ongoing anticipated 50% year on year turnover increase due to Leadcoms prescence in the emerging telecoms markets.

The December trading update is going to be a key event, I think there will be a lot of buying before it and after it.


http://uk.biz.yahoo.com/051025/336/fv9an.html

Broker Recommendations - Tuesday 25th October 2005, 11:15 am

Corporate Synergy says that Leadcom Integrated Solution is well placed to deliver, especially when the 4th-Quarter is traditionally the strongest quarter for trade.

Having listened to the interview a couple of times, you get the feeling this company will grow and grow and deserves to be on a very much higher PER rating (if Q4 update in Dec is good then there is a supporting case for x20 PER or a price well over 100p in my opinion, and here we are at low PER and just over 50p)


PapalPower - 06 Nov 2005 12:24 - 13 of 14
Interview with Ari Alcalay Oct 26th 2005 available here;

http://www.wallstreetreporter.com/profiles/LeadcomIntegratedSolutions.html

Towards the end he refers to ongoing anticipated 50% year on year turnover increase due to Leadcoms prescence in the emerging telecoms markets.

Very interesting but any guesses of who and what ?

Leadcom to make maiden acquisition (Israel)

Leadcom, the Israeli telecoms company, is planning to use some of the proceeds from its spring IPO to make its first acquisitions. The company, which...

LINK

What would be really nice is some earnings enhancing acquisitions, starting after the December trading update. I think the December update will justify with earnings a price nearer to 100p, and the news then of more to be bolted in will be an excellent base for growth in 2006.

I was looking through the Standard and Poor's summary of Leadcom and noticed this line;

*Company intends to announce its first dividend with its preliminary results for the year ended 12/31/05.

I overlooked that from the interims statement, but it adds something more to the equation.

Its said that broker forecasts are for a dividend of around 2.6% for this year and rising in 2006

Only around 4 weeks to go for the Q4 update, I shall be putting some of my VOG gains in soon enough, the potential on Leadcom is for similar decent gains (but over a longer period of time, but not too long ;-) )

Some large buys today, and now its started moving up.

Q4 trading update just a matter of weeks away and expected to be excellent.

Rumours of 2 big new deals in the pipeline. All in all we should finish the year on a new and much higher high.

Solid end to the day, would hope to see a price of 80p achieved at least in the coming weeks to year end.

And a solid start to the day with a tick up.

I take a guess that from the start of December this should move up strongly, got a lot of my Champ Invest here too, and looking for a large gains from Dec 1st to Dec 31st.

IC had an article on Israeli companies yesterday, here is an extract of that article which mentions Leadcom (www.investorschronicle.co.uk)


Leadcom - the best performer

Telecoms services provider Leadcom is the best-performing share of all the Israeli stocks that we have looked at. It made its debut on the markets in April at 32p, and now stands 59 per cent higher at 51p.
Chief executive Arik Alcalay says that his company's performance is down to a number of factors. The first of these is valuation. Leadcom came to market at 18 times earnings, a respectable rating for a fast-growing company in the telecoms services sector. "It was a commercially-priced proposal," he says. "We wanted our investors to make money as well." But for Mr Alcalay, initial valuation is soon superseded by the firm's trading performance. "We delivered what we had promised. Obviously, the market was suspicious before the first results came out - once our interims were published that suspicion cleared."
"To me, it is all about delivery - if a company performs as it should, the share price will follow," he says.
Leadcom's maiden interims, for the first half of this year, make impressive reading, with revenues up 61 per cent and gross profit up 125 per cent. And the company made its first substantial bottom-line profit - $4m as opposed to $414,000 in the previous year. But Mr Alcalay is quick to point out that the results are no one-off. This is Leadcom's fourth consecutive year of top-line growth, and seventh consecutive quarter of profit increases. The current year is offering yet more opportunities, as new technologies - requiring new infrastructure - arrive in the emerging markets that Leadcom services, and as its established presence on the ground leads to new opportunities and clients. It has now added Siemens, Motorola and Alcatel to its list of partners. "The growth pattern," says Mr Alcalay, "is here to stay."

As we have rumours of big new deals I have checked on Leadcom for new computer jobs being offered, a normal sign of a new big deal in a new area is the kind of jobs they were offering earlier this month , so this would go someway to backing up the rumoured deal/s, so we could get news in the Dec trading update.

** Lead Com

Leadcom is a one-stop service partner and solution provider for fixed,
mobile and transmission networks. The Company has extensive
expertise, encompassing engineering, deployment, integration and
customer care in all areas of telecom applications and technologies
for wire line and wireless networks.

Address: 29, Hametzuda Street, Azur 58001

Phone: 03-557-6888
Fax: 03-557-6889
Email: jobs1@leadcom-is.com
Web Site: http://www.leadcom-is.com
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--> Country Manager
Updated: 11-Nov-2005
Requirements: Academic education, MBA - advantage
5+ years experience in foreign sales and marketing
Must have technical orientation and knowledge of worldwide
communications
Experience in managing and operating projects
Fluent English - negotiations and contracts
Willingness to travel abroad frequently
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--> Project Manager
Updated: 11-Nov-2005
Requirements: 5+ years experience in communications projects -
management, work with contractors, suppliers and staff
Electronics / civil engineer with background in communications -
advantage
Fluent English
Good interpersonal relations and ability to work under pressure
Willingness to travel abroad frequently
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--> CW Engineer
Updated: 11-Nov-2005
Description: Chief Engineer for CW
Requirements: Civil engineer
5+ years experience in communications infrastructure
Managing product line and knowledge of suppliers
Work is located in Israel, but requires frequent travels abroad
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--> Civil Engineer
Updated: 11-Nov-2005
Requirements: Experience in establishing infrastructure for
cellular sites
2+ years experience in construction - advantage
Fluent English
Willingness to travel abroad frequently

T10's can, if they want, move in this coming week with the update scheduled (not confirmed though) for the week after.

Got a 25K rollover out of the way, and now a buy at full offer (53p) again, so we could be in for a run up starting soon.

To keep all the important things in the header, a new thread started

http://www.moneyam.com/InvestorsRoom/posts.php?tid=9094#lastread