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

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 :)

Papal Power - I recall your ramping of EVS which went broke. Folk reading your stuff should recall that event.

.

2517, well its Friday now, so today is the placing out of the way :)

We can now move on from here, and the Altium Flash note of the 26th May says it all (BUT also does of course not take into account the 30th May Italian contract news)

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

Placing done and dusted then. :)




AIM 02 June 2006

NOTICE
(354)

02/06/2006 8:00am

The London Stock Exchange admits the following securities to trading on AIM:

.................CLASSIFICATION INDEX: 9537

LEADCOM INTEGRATED SOLUTIONS LTD 19,070,000 Ordinary Shares of ILS0.001 each fully paid

MOTO GOLDMINES LIMITED 987,783 Common Shares of No Par Value fully paid

ORCHID DEVELOPMENTS GROUP LIMITED 12,338,010 Ordinary Shares of EUR0.01 each fully paid

PLECTRUM PETROLEUM PLC 17,857,142 Ordinary Shares of 5p fully paid..........................

If anyone wants to attend the opening of the tender docs and see who wins and meet the Leadcom India people, you can below on the 12th of June if you happen to be in Delhi. Leadcom AGM is 29th June in London, should be just right for some big India news then.


"The opening and submission date of tender No MM/CMTS/032006/000301 issued on 22.3.2006 for planning ,supply,installation and commissioning of IMPCS 2G/3G COMBO Network for 45.5 Million Lines is hereby posponed.

Following will be the revised Schedule :

Due date of receipt 12.06.2006 upto time 11.30 Hrs

Opening date 12.06.2006 Time at 12.00 Hrs

Venue of tender opening Conference Hall Ist floor Statesman House ,New
Delhi -1 "

http://uk.biz.yahoo.com/30052006/336/broker-recommendations-tuesday-30th-2006-12-15-pm.html

Altium has upgraded Wolfson Microelectronics (LSE: WLF.L - news) to buy from hold and RDF Media (LSE: RDF.L - news) to add from hold.
The broker says buy Hamworthy (LSE: HMY.L - news) , Hornby (LSE: HRN.L - news) and Leadcom and add Weir Group (LSE: WEIR.L - news) . Altium says hold Helphire and Pace Micro Electronics .

Stengthening up on L2, from 1 v 2 to now

3 v 1 @64/65.5

Could be a couple of bits of good news coming here, as Leadcom are in "preferred" status with Ericsson, will have to wait for Ericsson to now subcontract parts of the work, to someone like Leadcom. Have to wait and see if Leadcom gets any of this (MTC may not as its Sudan, but Serbia could be)


Telekom Srbija selects Ericsson for GSM network expansion 31/05/2006

Swedish telecoms supplier Ericsson and Serbian mobile operator Telekom Serbia have signed a 75m contract for the provision of equipment and services for the expansion and upgrade of Telekom Serbia's GSM/GPRS/EDGE network. This agreement is the largest Ericsson contract in Serbia.
http://www.dmeurope.com/default.asp?ArticleID=15750




Saturday, May 27 - 2006 at 10:01
MTC's operation in Sudan, Mobitel signs 78 million euro network expansion deal

Mobitel an MTC operation in Sudan has signed 78 million Euro network expansion deal with Ericsson to add capacity for an additional 1.5 million customers.