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

All quiet, which is good, the calm before the storm.

Cannot expect anything much from LEAD with the India tender preperations going on now, they will be all out preparing for it I think.

Good, a few more sellers around, my target is a final top up at 80p (or 79p), hoping we get there before the tender news :)

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Oh well, my below 80p top up might be in jeopardy now :(

News could be coming soon rumour has it, I am not expecting any news on the massive multi billion dollar India deal, as tendering does not start until the 28th April, but there could be other news first..... ???

PP - all agog!

L2 6 v 3...

Up again and looking strong :)

After being aggressively on the bid (to fill an order) ALTI jumped on the offer yesterday afternoon, in what looks like an attempt to "keep a lid" on the price while they complete the order they are filling. Its all positives signs, and a move up to the 90p to 100p range should now be ahead prior to us getting news, as news should I hope then throw LEAD through the 100p level. It would be nice to have an initial breach of 100p, will just have to see how strong the buying is ahead of news on the India tender.

Nice rise on this one PP since you brought it our attention, a good sign of things to come with your other tips!!!

Kivver, the market seems to like the new management appointed today at LEAD.

Here is some information on the new chairman, looks a good egg to have :

http://www.patsystems.com/AboutUs/index.cfm?fuseaction=AboutUs&subaction=KeyPersonnel&expandID=All


"Stewart Millman, chairman, non-executive director
Stewart has over 30 years' experience in investment management and corporate finance. He was part of the senior management of BZW, NatWest Markets and HSBC Investment Bank. In 2003, he became self-employed and since then he has acted as a consultant to various companies in the UK and abroad. Stewart is also a non-executive director of a data services and media company serving the UK healthcare industry and of a US market research firm. He has broad experience with technology and financial sector companies. Stewart, a Fellow of the Securities and Investment Institute, holds a MA (Oxon)."

sorry pp, but what do you mean about alti jumping on the offer. who are alti? I saw two half million trades go through yesterday as ?s when the rest were buys, hopefully encouraging. I'm glad to see you're interested in this one, kivver

ALTI, the MM and also the Lead broker, Altium.

They look like they have been filling a large buy order, and still not finished yet, so trying their best to hold the price back from going up any more, at the moment, until they are done and can then allow the price to move up freely.

I would guess news coming in a few weeks at most.

Up on the bid this time and WINS, ALTI still holding it at 87p on the offer.

1 v 1, if the buys keep coming its going to really put the pressure on Altium then if the others have to keep rising the bid.

What happens next week ? Do not know, but hopefully a fireworks week is not that far away with some news.....

As the first phase of the multi billion dollar Indian tender is underway from the 28th April, we might see some strength now over the coming weeks, ahead of any news from it. Its a "company maker" for LEAD if they get some of it I think :)

Given a population in India of around 1.1 Billion, when you consider that presently only around 90 million are using mobile services, and in fact there will be a "step over" meaning a move in most cases from nothing to mobile (stepping over land line phase), the amount of new work coming up in India in the next decade is going to be massive.

All buys again today I see. Two identical buys for 40,000 each at the end, an institution? . The only unknown was a trade for 50,000 which went through at 88 I think, so suggests a buy again. All buys were paying 86.6 - 88, including a market maker buy of 25,000. All hopeful signs especially since the market maker for this share is also the house broker I think you said.

All positive Saintserf, can see some more position taking going on, then some time in the next couple of weeks some news, not the major one I think, but something :)

I was a bit worried about Huawei reducing margins by cheaper pricing however this bodes well :

................."Then, the crunch: At least 30 percent of the equipment supplied, by value, must be manufactured in India. This would be possible for the vendors mentioned above, but could put in doubt the potential success of any bids from Chinese vendors Huawei Technologies Co. Ltd. and ZTE Corp. (Shenzhen: 000063 - message board; Hong Kong: 0763).

"Most vendors have or are preparing to invest in Indian manufacturing," note the Lehman analysts in a research note issued today, but "right now, Huawei and ZTE have applied for a manufacturing license, but do not yet appear to have received these yet."

In addition, the analysts believe Huawei could struggle to meet some of the other requirements for the core network elements, and that "ZTE may struggle to meet the technical requirements of the tender."

And that's apart from Huawei's relationship problems with the carrier. (See BSNL Shuns Huawei.)

The successful bidders will then be involved in a three-phase build-out of 17.5 million lines in Phase 1, then 14 million lines in each of Phases 2 and 3.

The Lehman team believes "the superior economies of scale enjoyed by Ericsson, Nokia, and Siemens in GSM/WCDMA give all three a very strong platform for the bidding process," though they note that Motorola Inc. might submit a competitive bid: "The Indian market is also one of the last major GSM regions for Motorola, and it may be reluctant to lose more share."

Originally, the BSNL tender was due to be for about 60 million lines, but Alcatel and its Indian partner ITI Ltd. have already been handed a chunk of network expansion work".............

The future spend in India is mouth watering really, and you see why LEAD has a JV set up and ready to go :

..........."Market research firm Gartner Inc. forecasts India will spend 739 billion rupees ($16.34 billion) on telecom services and equipment in 2006, up 27.3 percent from this year. As the table shows, it expects to see a compound annual growth rate (CAGR) of 23.1 percent from 2004 to 2009, when spending will reach 1.42 trillion rupees ($31.37 billion).".........