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

Thankyou, bought into leadcom yesterday. Feeling quite comfortable about it, especially after today's trades, all buys so far. Just on the off chance I was wondering if you had any views on ADN. Aberdeen Asset Management, it's a boring share, but has a great chart and looks a good turnaround story. Vislink's chart looks great as well, although it's gone up quite a lot lately.

Saintserf, I'll take a look.

You have got in in good time I think, news flow for April should be good, and we could be getting hot on Lead just like some spices and curry ;)

If we put this news article (Aug 05), along with the comment from the Feb results, do you think we will be getting curry hot come April/May time ? Perhaps news coming after the trading update that will be the final push to give a rerating to Leadcom ? All pointers would be pointing that way.....


http://www.export.gov.il/Eng/_Articles/Article.asp?ArticleID=2227&CategoryID=457

Indian consultant for Israeli exporters 21/08/05

The Indian telecom market is experiencing a period of rapid, exponential growth, according to telecom consultant Prem Behl, who has been hired by the Israel Export and International Cooperation Institute to help Israeli exporters do business in India.
Breaking in to the Indian telecom market will now be easier thanks to a consulting service agreement signed recently between the Israel Export and International Cooperation Institute and Exhibitions India Pvt LTD.
The contract has come just in time. Israeli telecom sales to India are soaring, rising 115 percent in 2004 to $140 million.
The deal marks the first time the IEICI has secured an Indian agent for telecom, IT and software businesses. The goal was to secure a local who is familiar with the market and can organize personal meetings with Indian buyers in this vast and diversified territory.
The New Delhi-based Exhibitions India is the pioneer and leading consultant for the telecom and IT markets in India.
The firm is to handle requests from Israeli companies seeking business contacts and potential business partners in India. It is also to receive trade and business delegations from Israel and provide logistical support.
Prem Behl, managing director of Exhibitions India, says overseas companies, including from Israel, have difficulty understanding government proceedings, finding local partners and setting up businesses. We can be a platform to help them overcome bureaucracy and find business partners, he says.
The Indian telecom market is experiencing a period of rapid, exponential growth, according to Behl, who says the number of mobile subscribers has now passed the number of fixed line users.
There are some 100 million phone lines in India, he notes. The monthly subscription growth rate stands at 2.3 million, he says.
Indian companies are now making huge investments in infrastructure and are looking for new products and services to satisfy customer needs, Behl notes. As for Israel, Behl says Indian companies are always interested because of their technology and R&D invested in products.
Behl says growing Indian-Israel trade ties will also help companies in both countries forge business ties. In September, a delegation of Indian IT and telecom companies is set to arrive for a visit.
_______________________________________________________________

From the results :

These new contracts add to Leadcom's already healthy order-book for 2006 and
provide further confirmation of a promising start to the year.
The Company's opportunity pipeline comprises both of expansion of Leadcom's
on-going activities within its current countries of operation (with both
existing customers, and new ones), as well as of several wider-scale,
innovative opportunities, some of which are in new countries.
We anticipate that establishing the proper operational and managerial set-up in India (which is now in process) will result in providing a solid foundation for continual growth for years to come.
In parallel, Leadcom is now gradually increasing the portion of Value Added and
Managed Services in its portfolio, and we believe our activities in this area
offer significant opportunities for growth over the short to medium term mainly
throughout Europe, Africa and South America.

Arik Alcalay 23rd February 2006

Fingers crossed holders, this one is around 4.5 Billion dollars in total on the tender, and I do think Leadcom are chasing this one through partners ;) If the new Indian arm of Leadcom comes up trumps on this tender for certain parts of it, then expect EPS far far far ahead of present forecasts ;) Anyone guessing now why insti's were so keen to get in :)


http://www.netindia123.com/showdetails.asp?id=286360&cat=Business&head=Country+to+have+45%2E5+million+mobile+phone+lines+in+3+years


Country to have 45.5 million mobile phone lines in 3 years

New Delhi | March 23, 2006 7:32:14 PM IST

Billed as the biggest expansion moves by state owned telecom company, BSNL, the country would have in place 45.5 million GSM and 3-G enabled phone lines over the next three years at an estimated cost of five billion dollars.
Although the total expansion of network is of 60 million lines, the remaining 14.5 million lines has been reserved for public sector ITI, which has a technical tie up with French equipment giant Alcatel a top ranking BSNL official said.
BSNL has opted for two stage bidding system for the tender, which includes planning, engineering, supply, installation and commissioning of the lines.
The country's largest telecom operators called for bids for 45.5 million cellular lines the world's largest such order.
Alcatel, Nokia and Ericsson will get a shot in the arm via their local manufacturing bases and tie-ups. Other players who do not have such bases like Motorola, Nortel and Chinese companies like ZTE and Huawei will have to either set up a local manufacturing base or opt for sub-contracting from an Indian company.
According to the tender for 17.5 million lines which are to be supplied in the first phase the vendor can import the equipment. But for the, the remaining two phases of 14 million each, only locally manufactured equipment will be accepted.
Work on leasing or constructing a factory and procurement of capital goods for manufacturing has to be completed within six months of the issue of order.
The vendors will have to achieve a minimum of at least 30 per cent value addition in indigenously manufactured core equipment.
This is encourage encourage domestic manufacturing of telecom equipment, the BSNL official added.
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http://sify.com/news/fullstory.php?id=14169039


BSNL to add 45.5 million mobile lines

Thursday, 23 March , 2006, 21:31

Mumbai: In the biggest ever expansion of mobile phone networks in India, state-owned BSNL Thursday invited bids for adding 45.5 million lines spread over three years, envisaging an investment of 4.5 billion dollar (Rs 20,000 crore).

The tender is the first step towards BSNL's massive expansion plan of 63.5 million GSM lines, out of which 18 million lines goes towards the PSU quota to ITI (and Alcatel combine) for the west zone.
Out of 45.5 million lines, 25 percent will be third generation mobile (3G services) compatible, and there is a possibility that it could be increased by 50 percent to 63.5 million, AK Sinha, CMD, BSNL said.
The 3G service hinges upon many factors, including the announcement of a spectrum policy. Availability of spectrum will offer BSNL's CellOne users high-speed data, voice and video on their phones.
Sinha said he hopes that clarity on spectrum policy will be there by June this year, paving the way for spectrum release.
SD Saxena, Director, Finance, BSNL said for financing the tender of Rs 20,000 crore, the PSU will borrow Rs 5,000 crore.

PP everything looks so very positive for this company i was very suprised to find the directors have sold big tranches of shares with such a positive future coming up. What do you think??

They sold into institution demand, as in requested to sell at full market value, so I cannot blame them for taking it, they want to enjoy their success. Also, they still hold a number of shares, did not sell out in full, and will not doubt get some more in bonuses as time goes by. There is an earlier post from an Israeli paper which details the reason why, and also how much a positive sign it was that big instituions purchased the shares at no discount, full market price. This India thing may be the reason why, give it a few months, 4.5 Billion dollars might equate down to perhaps 1.5 Billion to Leadcom in 3 years, if their consortium wins :)

cheers pp, definately got me interested in this one. hope you are keeping one eye on kmr.

207K protected buy at 83p.My gut feeling some very big moves up are coming before too long.

PP.

Do you have a email address so i can contact you ?

rdg its papalpower@hotmail.com

thanks

Nice move up so far today. Anything to do with the 207K buy yesterday?

They are paying mid price for sells now, so stock is short.

Q1 trading update due very soon, and bigger news to come in April/May I think ;)

PP

T trade of 250K @ 85.6 has been marked down as a sell. Do you think that is correct?

No, I think its a buy :)

Still moving up, 91p buys today so far :)

A nice staircase building again today on the way upwards :)

Up on the day at close, and lots more position taking, taking place :)

All good stuff, the India JV should be earnings enhancing in this current year, with the pipeline of order potential we all know about there. The next three months should be three very big months for Leadcom :)



Trading Update Leadcom Integrated Solutions Ltd.

("Leadcom" or "the Company")

Trading Update

Leadcom Integrated Solutions Ltd., the international telecommunications service
provider, is pleased to provide the following update on trading for the 3
months ended 31 March 2006.

The Company has continued to experience the successful growth trends of 2005,
with turnover for Q1 2006 expected to range from US$30m to US$31m and also
anticipates that the growth trends will continue throughout the current year.

The improvement in profitability achieved throughout 2005 has been maintained
and management expects first quarter normalised PBT margins of approximately
11%.

The Company's order book of signed orders and frame agreements for the
remainder of 2006 currently stands at approximately US$80 million including
recently announced orders. In addition, the pipeline of opportunities exceeds
US$300m. Management is confident that the Company's normal conversion rate will
apply to the pipeline, part of which should convert in the current year but the
majority falling into 2007.

During the first quarter, the Company was awarded projects in countries such as
Gabon, Tanzania, the Democratic Republic of Congo, Colombia, Argentina, Russia,
Honduras, Haiti, Costa Rica, Chile and France. A number of these projects were
with new customers and partners.

The Company is in the process of establishing a local presence in India,
through the formation of a 51% joint venture investment with a well established
local telecoms service provider. Furthermore, Leadcom is announcing its first
project in India for the supply of network planning and optimization services.
This project was awarded by one the leading global equipment vendors with whom
Leadcom has an established relationship. Although relatively small in financial
terms, it is a challenging opportunity for the Company in scope and location.
Leadcom is currently bidding for several additional opportunities in this
market.

The Company is delighted that following the announcement of its 2005
preliminary results, strong investor demand enabled the placing of
approximately 42% of the shares in the Company held by the founding
shareholders with a broad range of institutional shareholders. The placing has
resulted in a significant increase in liquidity in the Company's shares, of
which over 90% are now held by financial and institutional investors. Leadcom
is very pleased with the support received from shareholders (both existing and
new) and management is committed to continue validating the trust invested.

To be expected the hot money moves out in the first hour of trading, I hope it stays at this level or slightly lower for my add next week :) although I fear someone will snap it up this afternoon or Monday