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

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.

Well, they have made some very positive statements and that earnings forecasts will not be negatively effected !!

Very positive and bullish statements to make in there today.

No shares are going to any bucket shop we are informed from macansy, so can take it they whole lot is getting hoovered up by institutions, the buckets did not even get a look in !!

June should be very hot for Leadcom now, and at 67p to buy its a bargain ! Those insti's are getting a real steal at 63p !

So Thursday the 29th of June is the target date of news I would say on India (AGM). Watch trading early June onwards going into the AGM, as I honestly cannot see these prices being on the table for very long, its a bargain price at present.

If people want to put on rose tinted specs you can say this was a quick and dirty 12m raising as they now know they have the big contract in the bag !!

How do they know, well look at their preferred supplier status and who they work with.

If only 5 companies have tendered, and LEAD is sub contracted under agreements in place for the tender to all 5 companies (and named on the tender docs to be the sub contracter with the Indian local links via the JV to qualify for the tender), then LEAD will now know already that they will win the work, whoever gets the tender awarded to them, be it Huawei, Nokia, Motorola etc...

Sometimes, 2+2 does equal 5 ;) Fingers crossed ;)

Fill the boots on weakness, as from early June this should just rise and rise upwards until news comes at the AGM or before.

Right, problems.

1 The placing price is below the sp. A lot was made of the fact that the last institutional sale and placing was at market price. Why isn't this one? Why does there need to be a sweetener.

2 How much cash do companies needs. I thought if they were making profits they'd be okay. I'd like to know how much cash they're burning.

3 They've just had a bloody sale/placing for a mass of stock a few months ago.

4 If they're expecting such good news then why not wait until the market conditions are better and the supposedly impending news has lifted the price. Then they'd get a higher price for the placing and it wouldn't dilute our shareholding so much.

5 I hate placings. It should be an absolute last resort as far as I'm concerned. Leadcom have been going for 12 years they should have accumulated enough cash not to need a placing. I don't remember oil companies or microsoft having lots of placings since they've got lots of cast pouring in. Why hasn't leadcom?

Saintserf, its an expansion of operations. The money will pay back much higher returns that what it costs now.

1/ I think it was a quick and dirty placing as they have been given the nod on the Indian contract. The contract is TOO LARGE for Leadcom without having additional working capital.

2/ Its got nothing to do with present cash position as in spent or burnt it all, its all to do with EXCEPTIONAL GROWTH and BIG ORDERS COMING SOON, orders which require the company to expand and have a larger working cap.

3/ And they delivered growth in earnings and profits with it.

4/ Because you get caught between the devil and the deep blue sea. At this price they know they can get the placing away in a few days. This means that they must expect the nod very soon. The need for quick money should be telling everyone that they are now going to get a MEGA ORDER very soon. If they wait then who is going to give them money ? The insitutions want a discount, they get it, they are happy, and they are also happy to fund future expansion, if you try to rip them off, firstly nobody wants your stock, you cannot raise money and you end up trawling the bucket shops.

5/ They are delivering supreme growth in revenue, profits and earnings. That is all that matters !!!!! Oil companies require placings when they start up, as do Tech companies, until they reach critical mass and become self sufficient. Leadcom is a growing company, and growing companies need money to expand.

I too am a disappointed with the price, however, looker longer than 5 days ahead, you can sure bet on India news at the AGM in late June, if not before, and this order is going to be massive, a "company maker" by all accounts.

And the major reason I do see this as very very bullish is :

1/ Under the new stricter AIM regulations companies must give as much advance notice as possible over any need for placings to raise money. I have seen a lot of moans and groans over why references are made early now, but thats the new regs in place.

2/ This one was suddenly announced, and is to be complete in a few days. It obviously points to a major contract win about to come in.

3/ Indian tender on 31st May, LEAD need the funds on 2nd June, to get started on...................well something to do with the 31st of May ???

I honestly think you have to be mad not to appreciate what is coming news wise later in June...... ;)

It is a "company maker" and its coming soon to Leadcom I do think.

Altium reiterate 26th May their BUY rating and "conservative" target price of 105p (and we know this excludes all India potential :) )

Link Here

Although they (Altium) reiterate the 105p target price and buy rating after the placing news Friday morning, I hear a new report and target price will come at the end of the month, after the AGM and Q2 trading update, that one should see a very much raised target price with the news I think.

Michael Walters - Leadcom update 26/5/2006.

'There is a shiny silver lining to news which has upset the .......'

Subscriber only article...........

http://www.investegate.co.uk/Article.aspx?id=20060530070655P6397

May _30_, 2006, Azur, Israel, - Leadcom Integrated Solutions Ltd. ('Leadcom')
(AIM: LEAD), a leading international telecommunications service provider, is
pleased to announce that it is to provide its CARE portfolio of services to one
of Italy's major telecoms vendors, and its customers, for Core Network systems
and Value Added services . The new contract is valued at approximately Euro 3
million per annum, with expected yearly growth.

The CARE portfolio comprises various modules, including Help Desk, Emergency
services, installation of software and hardware , together with a full
consultancy service to manage the deployment of OSS and messaging software
architecture in a mobile network environment.

Nicola Ruggiero, Leadcom's Regional Manager for Western Europe, said:
"Leadcom's CARE portfolio represents a unique offering in the marketplace,
supporting the majority of global mobile network technologies and
architectures, including support of UMTS and GSM, and recently WiFi and WiMAX."

Leadcom has been providing network planning services in Western Europe since
2000. This recent award expands the company's scope of service offering to
include the provision of a new portfolio of managed services.

Enquiries:

Arik Alcalay / Eytan Mucznik - Leadcom
+972-3-557 6990

Andy Berry / Beverley Weber - Fishburn Hedges
+44 (0)20 7839 4321

I notice LEAD are up today on the Italian contract and an Altium buy, is this a new buy note from Altium, and if so have they altered their 105p target? In anticipation 'Many thanks'.
2517

Cannot find any new Altium note, will keep looking.

The Italy deal should remind us not to forget other areas where Leadcom are strong as Indian prospects grab the attention for now. Africa is also looking at some impressive growth figures over the coming years ! From the India figures you can see that adding just 45.5 million lines is around a 4 billion dollar contract so Africa also represents some mouth watering prospects :

http://www.totaltele.com/View.aspx?ID=2515&t=1

"The number of mobile subscribers in Africa at the end of 2005 was 113.55m, this is forecast to rise to 378m by 2011, representing a CAGR of 22% and 265 million net additions in 6 years
95% of the subscriber base in Africa is pre-paid, indicating excellent prospects for SMS based services tailored to the African market
There are tremendous opportunities for Mobile Virtual Network Operators (MVNOs) in many African countries, with numerous cultures, languages and religious groups demanding local, relevant content and services
The latest report from Portio Research, Opportunities In The African Mobile Sector predicts that the African continent will see significant growth in mobile subscribers between 2006 and 2011, adding 265 million new subscribers over that period. During 2004 and 2005 Africa saw overall mobile market growth surge forward faster than any other continent in the world. As Africa relieves its debt burden, continues to liberalise its telecoms markets and open up to further competition and foreign investment, the mobile sector will be a vital component of future growth in a continent with an under developed fixed line telecoms infrastructure.
The availability of pre-paid subscriptions has been a major growth stimulus across Africa, as in other regions of the world where the bulk of the population live in low per-capita income groups. In Africa, approximately 95% of all mobile subscribers are on pre-paid subscriptions. This should indicate a strong future for P2P SMS and SMS-based services, as has proved popular with pre-paid subscribers the world over. With GPRS and EDGE rolling out all over Africa and 3G licences being issued in many countries, a thriving value-added services market could start to develop.
One key to driving non-voice services may lie in the cultural diversity found in many African countries. In some markets there are many languages, religious groups, political beliefs and cultural differences, for example Nigeria, with a population of over 125 million, is home to over 250 separate ethnic groups. Locally and ethnically-relevant content has been well received elsewhere in the world, particularly in Asia and the Middle East, and there should be plenty of scope for growth in Africa.
This should also indicate numerous MVNO opportunities, where local markets are liberalised and developed enough to allow MVNOs in. Virgin Mobiles move into South Africa could lead to a rush of MVNO activity elsewhere on the continent. In fast growing markets, where growing competition is reducing ARPU and increasing churn, MVNOs may be the next big thing in Africa.
Opportunities In The African Mobile Sector provides a comprehensive analysis of the African Continent with detailed country profiles focussing on the telecoms market as a whole, the mobile sector, deployed technology, market size, regulatory development and outlook."

Altium Flash Note issued on 26 May 2006 is now up on Leadcom website.

http://www.leadcom-is.com/admin/literatureSubCat/Filesdownload/Leadcom%20flash%2026_05_06.pdf

That's better, I thought everyone had gone back to bed after 8.30.
2517

I think Altium have put a lid on the price at 66.5.......think they want it stable around here until the placing is finished Friday, then let it go up as much as it wants to :)