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

Leadcom Integrated Solutions Limited (the "Company")

Holding in the Company

The Company was notified on 14 March 2006 that Universities Superannuation
Scheme Limited has purchased 4,610,000 ordinary shares representing
approximately 4.618 per cent of the Company's issued ordinary shares.

Another X trade today, 50K at 75p, there have been a lot of these in recent days.

Signs of insti's buying more and more I think :)

So it was Merrill Lynch,Universities and now we know Ennismore as well....the list will get longer and longer from the recent "GOOD NEWS" placing of stock at full market value.

Someone else is still buying more from the stream of "X" trades going through every couple of days..


Holding in the Company

Leadcom Integrated Solutions Limited (the "Company")

Holding in the Company

The Company was notified on 15 March 2006 that Ennismore Fund Management
Limited holds more than three per cent of the Company's issued ordinary shares.

Enquiries:

Eytan Muzcnik, Chief Financial Officer

Tel: +972 3 557 6 990

Moving up strongly now L2 5 v 1 (77/79)

Papal power if the target's 90 p then do you still think there's sufficient upside buying it at this price?

That is only in the words of Altium "a very conservative target" and they openly say a rerating upwards should happen soon.

I expect that target to keep moving upwards, with a first upgrade after the Q1 trading update to around 100p, and then on the contract wins I would estimate the target should be 120p by end of May, if not more. Just my thoughts.

Institutions have piled in at 73p, they will be looking for a decent return on this, a very decent one.

http://www.telegraph.co.uk/money/main.jhtml?xml=/money/2006/03/13/cxmktrep13.xml

Prospects galore as environmental message gets through

We're exactly half-way through Fairtrade fortnight and one message being driven home is that we are becoming so much more environmentally friendly these days.

This tree-hugging nation loves its recycling and fair trade coffee, so it should seem natural that companies are trying to attract shareholders by branding themselves as "socially responsible".

Peter Michaelis, manager of Norwich Union's UK ethical fund, explains that such marketing can pull in the investors. He says: "The younger generation is more concerned about global issues like climate change, fair trade, child labour, employees' rights and human rights."

With the wealth of Aim companies claiming to be helping society, which ones will give you that feel-good factor, as well as help line your pockets?

Mr Michaelis says: "Those providing alternative energy solutions are set for a large amount of growth in profits." He thinks Clipper Wind, which makes wind turbines for the US market, could be one company to benefit.

"The US wind market grew 43pc last year and is set to continue," he explains. "Clipper has a new, more efficient design which should gain them market share."

Recycling is becoming more fashionable, and this trend is extending to mobile phones. "Fonebak recycles old mobile phones and then re-sells them in countries where the latest gizmo is not a priority," says Mr Michaelis.

Concentrating on the telecoms companies, he adds Leadcom may also appeal to the socially responsible investor. It designs and manages the construction of mobile phone networks in Africa and South America.

Those who want to put their cash in companies directly helping the less privileged, may turn to Connaught, which refurbishes housing association and local authority housing.

Spice may attract the environmentally friendly since, in these times of water scarcity, it installs and reads water meters; while the five-a-side football organiser Goals Soccer lets out its pitches free to schools and local youth clubs.

Started the day up, its 2 v 1 on L2 :)

Another tick up due soon I think, is 5 v 1 on L2 (79/81) so we should see 82p offer today I think.

Having a bit of a shake down today, must be short of stock and getting ready for the 31st March Q1 trading update.

They will try to knock out some stop losses before the T buyers come in, could present a decent buying op, but they will not keep it low for long I think if they get hit with some buying :)

Looks like that little shake failed miserably. My advice to the MM's will be try again at 90p next Friday, but your not having mine ;)

One failed shake, now level and L2 is 4 v 2 :)

The thing to take heart from was it was a feeble shake of just a couple of points, they must be scared to drop that offer down for fear of strong buying. I know I will be having a few more each time they drop the offer a nice enough amount.

Bugger, I was just going to add a few more at 81p, now its 83p.

However, I will wait a few more days in case 81p comes back again as I think in the months ahead, 81p or 83p will be very cheap compared to where Leadcom might be going ;)

Decided I could wait no longer, hope your enthusiasm rubs off on the share price PapalPower.
Sold out the other day another big mistake, must now render my sell button finger nonoperational.
Your research has been invaluable too.
Regards.

Porky, the Q1 update should be good, but there should be better things waiting for later in April (or early May if not in April) so keep the faith and I would avoid the sell button for a period of time ;)

The sell button is now off limits.
All the best.

I thought that market makers were beginning to lose their dominance on share price action with the movement towards sets. Maybe, I've misunderstood it. Also, I like this share, and your research has been very prescient papal power but isn't the founders/directors selling normally a bad thing? I know it said that it was for institutional demand but how do we know this, wouldn't it be in their interests to hold on for further rises?

I like the institutions buying at market price, slightly unusual and that fidelity's funds hold leadcom. After Peter Lynch's association with fidelity and his books I hope his value based stock picking has rubbed off on the current crop of fidelity's fund managers. However, I'm not sure about the x trades because they seem awfully small amounts for institutional buying.

Do you know where you can find out what instititutional holdings there are in companies. I can't get it on moneyam's active package on company zone. Is it available free anywhere like hemscott?

The insti's taking the shares at full value is all you need to know moving forward over the next couple of months :) As Leadcom is an Isreali company it will not be covered by Hemscott. Insti's buy like that, apart from big lumps, they will also build over a period of time taking smaller available lumps.

I am expecting a price well over 100p by May, with a good Q1 update and big news like contracts and stuff in April/May :)