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

http://www.citywire.co.uk/News/NewsArticle.aspx?VersionID=81213&MenuKey=News.Home&NewsPage=5

"Altium Securities..has buy ratings for Leadcom..."

Looks like upgrades coming.

Altium Capital today issued a reiteration of their Buy recommendation and set a new target price of 105p.

It didn't look that great to me. profits up 11% for this quarter. I'm not sure if the market was expecting something more.

Article today on www.growthcompany.co.uk, summary parts :

Israeli telecoms services provider Leadcom Integrated Solutions says 2005's strong growth has continued into the first quarter of this year........says revenues for the first three months of 2006, could top 18 million, with first quarter profits of around 1.9 million pre-tax. The company says orders for the rest of 2006 have reached 47 million, with a longer-term 'pipeline of opportunities' now exceeding 176 million............The company says 'financial and institutional investors' now hold more than 90 per cent of the shares, which are 3.5p down today at 85p but have surged from 27.5p last June.They should resume their growth path before long.

Corporate Synergy's latest comment, the last line is the significant one and the one whose answer might give a very large re-rating to LEAD.

"The big question relates to India where the first project has been announced today - there remains plenty of raw organic growth potential here."

March 31st 06 Update :

"Leadcom Integrated Solutions Ltd** (LEAD.L) Technology Hardware & Equipment

Leadcom released an impressive trading statement today with $30m of Q1 revenues, this annualises to $120m which would generate $13.2m of normalised PBT with the 11% margins achieved in Q1 2006. Q1's $30m of sales plus $80m of firm (90% plus probability) orders for 2006 takes us to $110m of sales without any further contract wins from the $300m pipeline. $150m of sales, $16.5m of PBT and 11c/6.3p per share of EPS is not unachievable - putting the business on a 13.5x. The big question relates to India where the first project has been announced today - there remains plenty of raw organic growth potential here."

An article from C.Stick a leading fund manager. Stick is also keen on stocks that operate around and service the telecommunications industry. Leadcom Integrated Solutions is his second-biggest holding and he has been adding in recent weeks. The company specialises in setting up and developing telecoms networks, particularly in emerging countries and Africa

Stick says: 'The management are superb. They are dealing with some of the largest companies in the world in some of the most under-served nations. The potential is massive.' The share is currently priced at 85p, having surged from 50p since February
2517

Thanks 2517

On the up. L2 is 4 v 2 at 85/87

.

Bit of end of year tax selling now allowing a good buying op. I think. Would be surprised if they let many buy at 87p or less.

Now up and 5 v 4.

Most sells have been around the mid price early on, so they are short of stock, did not think tey would let many people buy below 87p.

3 MM moves up today so its half blue, only sells (apart from a 700 buy) and the price is rising, bullish signs.

L2 up now to 2 v 2 @ 85.5/88

Delayed buys of 25K, 50K, 40K @ full offer price of 88p in the last half hour. Nicely hidden by the MM's until too late for people to react. Somone sucking up the recent tax year end sells.

Given the potential for major news now in Q2, can only see this getting stronger and stronger, and an attack on the 100p barrier should come soon I hope.

3 MM's moved up so far after open, now 4 v 1 so its a blue day ahead I think.

I would guess the 31K at 87p was a sell, in the same way you get sells before tax year end, also the first days after you get sells, but only from risers, as the holders could not take profits in the last tax year as they would go over the 8K CGT allowance, so they have to wait and sell in the new year first day, if they so want to take profits that is, but, still strong, so buyers are more.

The Company Zone on moneyAM shows the Leadcom final dividend as 9.4p, dividend yield 2.29% and ex-div on 12/4 (next week).
Surely the 9.4p can't be right?
Anybody know the correct figure & when it's paid please?

"The Board has committed to a progressive dividend policy that is consistent
with delivering its strategy of continued growth. In this regard it has
approved a final dividend of 2 cents per ordinary share, gross of any
applicable Israeli withholding tax. This dividend will be paid in GBP on 16 May
2006 to shareholders on the register at the close of business on 18 April 2006."

Thanks pp - I assume that is $ cents so about 1.14p ps?

Yes schiff its US$.

Another benefit for us in the UK, with the US$ getting stronger and said to be going to possible 1.6 to the pound later this year, this also boosts LEAD's earnings, in sterling terms :)

A bit of insti swapping here, with one selling and another buying, so the price will hold around this level until its complete, and then we should be moving upwards and onwards.

Likely to be Uni's selling to another, as they never hold on very long.