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

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

is this a ne holding, not a reduction?

I meant new

New, it was the reason behind the recent rises up to 94p.......as you see the company was notified on the 15th of May.......a week ago.

If you look back then it was posted that Altium have a buyer.....this was them.

Some more large buying going on as well, Altium again, so another instituion picking up stock in the present market weakness as well I think.

L2 has firmed up, now 2 v 1.

Altium been on the bid all day, I would guess this is a continuation of a buying order, before we get to the end of this month.

June/July should be very exciting times for Leadcom.

Very interesting trades, a 100K B buy above the offer, a 300K K buy 5p above the offer, a 100K rollover........certainly lots of position taking behind the scenes !
:

I think they are confident on the India job, its all positive messages, and was to be expected to some extent if they are to get the big contracts we are all expecting.


Use of proceeds of the Placings

The net proceeds of the Placings will be used to support Leadcom's initiatives
to increase the size of contracts undertaken and the speed at which they are
delivered; to access more swiftly the perceived attractive returns available in
the Indian market; to increase the Company's presence in developed economies
such as Western Europe and the United States; and to provide greater financial
flexibility to take advantage of future business opportunities. Leadcom's
management believes that, as a result of the growth opportunities available to
the Company, the issue of the New Ordinary Shares will not negatively impact
earnings per share in the current year.

Commenting on the Placings, Arik Alcalay, CEO of Leadcom, said:

"I am delighted with the support we have received from a broad range of
investors. The enlarged equity base means that we are well positioned to take
advantage of an increasing number of attractive opportunities to accelerate the
growth of the business and deliver enhanced value to our shareholders.

"The Company continues to experience the successful growth trends announced at
the time of the trading update released on 31 March 2006 and is confident that
the results for the full year will reflect these trends."

What a pity for holders atm watching the sp slide.
2517

It will not slide for long 2517, the savvy only have to read the details......its very positive and bullish, so expect some big news in June I think.