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

Yeah but I can't understand why its been marked down so much today.

I think a lot of margined positions, and they have been taken out today (in this kind of market you would expect the SB firms to want profits and so to put clients near to closing under extreme pressure by knocking out stop losses), easy money.

Would expect tomorrow to be stable at the end, if not up.......

Sorry I'm a bit confused by this. Do the Spread betting firms have their own prices regardless of the quoted market prices? So that if Lead is quoting at say 78 p on the markets they can quote the price as 75 or 74p if they know a lot of clients have stop losses a bit lower. Because not all clients will have stops at the same level, eg. 10- 15% down. I thought there was one set of prices , the markets, which the SB firms take their cue from, not their own prices. I'm probably wrong on this.

SB firms have their own internal prices, and these are the ones that trip stop losses. However, they are in line (sometimes ;) ) with market prices.

However, for a SB firm to offer SB on a company, they own stock in the company, and will buy more or sell it to cover their positions. However, in a bad market they might of course sell some of their holding to further weaken a price as when margins grow, they are making profits. They have software and systems that constantly monitor their exposure and can trade in the market to cover or counter positions to maximiise profits for the SB firm.

Here is a good summary, and do not forget the India multi-billion dolar deal due for negotiation end of this month.

Masurenguy - 16 May'06 - 23:01 - 859 of 859

Just worth reviewing the key points in the last quaterly update (below).

1. Existing 2007 orders totalled $80m as at 31/3/06
2. Pipeline of opportunities exceeded $300m
3. A JV with an established local Telecoms supplier in India is being established.
4. Leadcom announces first small Indian project for network planning and optimization services. This was sub contracted from a leading global equipment vendor partner. Also currently bidding for several additional opportunities in this market.
5. Over 90% of the company shares are now held by financial and institutional investors following the March placing by the founder shareholders.

..................................................................................

31 March 2006 - TRADING UPDATE

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 Q1 normalised PBT margins of approximately 11%.

The Companys 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 Companys 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.

Looking ready for a good run, and if it times in well with the Indian tender on the 31st of May, it could be like a catapult for Lead, well, thats the plan :)

Better to have a plan than not, although most plans don't withstand first contact with the enemy (MMs)!
LEAD appear to be doing all the right groundwork to take best advantage of the India market. Should be a cracking few months to come. :-)

It should be silvermede, all thats happening now is that the MM's/IG/Spreadex are taking out all the long spreadbet positions and then when they are done we should bounce hard and fast up to 90p and then beyond in India news :)

Looks like its now at the bottom and ready to start moving back up, if not today, then next week for sure I think !

Hot money out, now is the time to get in cheap !

Stopped the fall today and moved back up.

L2 is 3 v 1 now and given the event on the 31st of May, we should see this start to build back up from next week now, as anytime in June could come that morning RNS with some very big news :)

MM buy of 50K there

L2 now 2 v 1 @69/70

Another 50K MM buy as well :)

Altium look like they have a buy order to fill, and that might explain the mornings movements.

Triple witching on the DOW today, so do not expect any US recovery until Monday I think. Monday morning might be some last shakes, if at all, but from the late afternoon we should see a rally start for the week on the UK markets.

Are you sure one can read much into mms buying? I thought mms buy from one another if they're short of stock but it doesn't necessarily mean they think the share price is going to rise, maybe I'm wrong. Do you think it means that they believe there's going to be a demand for the share and they will be able to sell them on at a profit to investors in the future?

SS, by the way Altium were buying and moving upwards, it should mean they are filling an order. There was no large trade to account for their buys, so that means there should be more buying to coming, which either means they will take PI sells as the price is rising, or will buy from other MM's as the prices rises.

Fingers crossed.

Although we are now in May, I would suggest reading through the March 2006 Presentation for some good reasonably up to date background reading on Leadcom.

Link is : http://tinyurl.com/me25r

(Its a 2MB filesize, so if your internet connection is slow it will take some time to load)

Last 5 trades from Friday

16:47:18 19-May-2006 68.67p @ 75,000 @ Single protected transaction
16:09:27 19-May-2006 69.75p @ 500 @ Ordinary Trade
16:06:51 19-May-2006 70.00p @ 50,000 @ MM to MM including through IDB
16:04:33 19-May-2006 69.85p @ 1,310 @ Ordinary Trade
15:57:41 19-May-2006 70.00p @ 50,000 @ MM to MM including through IDB

The 2 MM buys have not gone on to be covered by a buy of 100K or any buy (the 75K is a protected trade and from earlier in the day), therefore this 100K so far is part of a larger buy order, which will still have to be filled, and will be reported as a large trade some time in the coming 2 weeks (depending how big it is, and obviously the price will be over 70p)

Interesting weeks ahead into June, for one thing, you have to holding during June I feel, to ensure you are when news comes from India, if it does :)

Stock market correction - an interesting view, from a guy with an enviable track record over the past 3/4 years predicting the future direction of UK interest rates, inflation, property prices and the stock market.

Full article on the link below.

http://www.timesonline.co.uk/newspaper/0,,176-2189457_1,00.html

Ghosts of past inflation come back to haunt us

................WHEN markets panic, as they did last week, two things are guaranteed. The first is that they over-react, as on Wednesday, when the FTSE 100 recorded its biggest points fall (171) for nearly four years. The second is that the chorus of bears saying I told you so becomes cacophonous.
That it was an over-reaction was plain. The immediate cause of the panic, American inflation, was at worst mildly troubling, at best gave no cause for concern...............

............. Those who think the global recovery and the rise in world stock markets has been built on sand should look at profits. Companies are awash with money. And until that changes, nothing really bad is likely to happen."

Papal - interesting article, thanks for the link. That's it then, buying boots on in the morning. All looking good for a decent bit of blue.

Only problem is the idiots at HSBC stockbrokers don't deal in Leadcom, along with a lot of other interesting stocks. I tell you, they're so fusty at HSBC letters arrive from them with cobwebs on.

First news from AXA, so this is who the buyer has been then :)




Leadcom Integrated Solutions Limited (the "Company")

Holding in the Company

The Company was notified on 15 May 2006 that discretionary clients of AXA
Investment Managers, an affiliate of AXA S.A., hold in aggregate 7,556,975
Leadcom ordinary shares, representing approximately 7.57 per cent. of the
Company's issued share capital.

Enquiries:

Eytan Muzcnik, Chief Financial Officer

Tel: +972 3 557 6 990