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

Severely oversold on the charts............but not long to go now to the AGM :)

AGM is now on Thursday 22nd June, in London.

For further details contact : investorsinfo@leadcom-is.com

PP, can't make AGM but grateful for any feedback if you are attending.

Will not be there myself, but will let you know what I hear through feedback.

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How do you get invited to an AGM?

500K was a mid price at 12:50.......as the move up started then, you would say that is someone taking up the overhang after the sell off, one would guess an institutional buy.

Good signs, if the overhang from the market correction is clear, then this will move up strongly now :)

Keydean, take along your share certificate, or if you hold in nominee then contact them on the email above and let them know you wish to attend and you have shares in your nominee account, so they can add you to the list of attendee's. You do not need to be invited, it is a shareholders right to attend the AGM.

I thought as much.

Sadly I'm not a holder (yet) but heard there's always tea and cake at these AGM's for all.

Yes KD, just buy 5 shares and you can pop in for tea and biscuits :)

Buy 5 million shares and I am sure you can have a beer too :)

MACD just about to cross, should be looking at a strong run now, AGM on 22nd, Q2 update end of month if not before, and India contract news possible anytime late June/July :)

Leadcom Integrated Solutions Limited (the "Company")

Holding in the Company

The Company was notified on 1 June 2006 that Universities Superannuation Scheme
Limited ("USS") has purchased 1,190,476 Leadcom ordinary shares. Following the
purchase of these shares, USS holds 4,675,476 Leadcom ordinary shares,
representing approximately 3.93 per cent. of the Company's issued share
capital.

Enquiries:

Eytan Muzcnik, Chief Financial Officer

Tel: +972 3 557 6 990

Asian markets up at the moment, and the Dow should open higher. US CPI figures being bad later today is priced in, so can only rally if they are not bad.

More and more companies reporting good earnings (which rather kills the supposed "inflation" worries and corporate earnings falling).

Been a great shake down on the markets, from today onwards I would say is the time to buy back into loads of run down prices, I have already topped up with a number of stocks this week, and will continue to do so. Average PER ratios on the FTSE are now under times 12.....thats an undervalued situation. Many companies like LEAD are now trading on single figure pr PER's and given high growth (proven and present and potential) are absolute bargains.

General market pick up should not be far away now I think.

Not much today, just a single MM move up to make L2 2 v 2

Buyers coming back today.

Solid day today on LEAD.

AGM next week :)

Trading update first week of July I think too :)

Not expecting any India news from the AGM this coming Thursday, just perhaps a statement saying how well the year has started and yet more growth etc..etc... :)

Altium reiterate their Buy rating today for LEAD.

Let me now, before the AGM update and Q2 trading update expand a little more on India. I feel like having a good old fashioned rose tinted spec. gush of pro-Leadcom feelings.

Firstly there are 2 tenders for big amounts of work. One is the BSNL one that everyone on here is aware of, there is also another one for Bharti Airtel, of equal size.

So, BSNL tender in India is for 60 million lines and is around 4.5 billion dollars.

Now, the other one is Bharti Airtel and is for 60 million lines and is agreed, rumour says, with Ericsson !!!

So now you see 2 tenders both for 60 million lines :) and both happening now.

First news up might be the BSNL tender, Alcatel have already got 25% of this order (15 million lines) and it is said Leadcom are working with them. The remanining 45 million lines has been shortlisted down to Nokia, Siemens, ZTE, Ericsson and Motorola (5 from 18 bidders). This will be cut down to 2 who will be awarded the deal (60% going to the cheapest of those 5 and 40% to the second cheapest). This news is expected in around 2 months (August).

So, on BSNL there is a chance of Alcatel news July with their share, and then the other news late August/September for the chosen 2 of the 5 bidders.

On the other (Bharti Airtel) 60 million line tender, its been awarded to Ericsson it is said, and news on this one should come soon.......so the potential for news on this in July from Leadcom, latest August I would guess but fingers crossed for July.

The other good news is that this is just 120 million lines and India is contracting at present to install 1.2 BILLION lines, so work the figures out of remaining work in the next 10 years, work out why Leadcom moved into India with a JV, and why Leadcom represents one hell of a growth play. The potential for "company maker" news from Leadcom over June to December of 2006 is very very good.



An extract of the business times to whet your appetite :


"..................Nokia-Siemens gets edge in BSNL bid

Our Economy Bureau / New Delhi June 20, 2006

The coming together of Nokia and Siemens AG's telecom equipment businesses has happened at a time when Bharat Sanchar Nigam Ltd (BSNL)has received bids for 45 million mobile lines, which is clearly the largest deal underway.

While a private operator like Bharti Airtel is believed to have chosen Ericsson recently for an equally massive order, the key impact of the deal will be on BSNL.

Bharti and BSNL are contracting to buy 1.2 billion lines, in a market that has just over 100 million cellphones and adds over 4 million every month to be the fastest growing globally.

This is unlike elsewhere in the world, where major markets have already reached saturation point. Of the five companies in the fray for the 45 million line BSNL order - Nokia, Ericsson, Motorola, Siemens and Chinese company ZTE - two have come together................ "

strow - 21 Jun'06 - 20:25 - 1392 of 1393

papal-thanks very much for that-leadcom is the "approved service provider" for ericsson-does this mean that all of their subcontracting should come leadcoms way here ?


PapalPower - 21 Jun'06 - 20:38 - 1393 of 1393

strow, - macansy and myself have been referring to "company maker deals".....Bharti Airtel might make Leadcom before BSNL puts the icing on the cake ;) LOL


No figures on the Airtel deal....but BSNL is 4.5 billion dollars, so expect Airtel to be around the same, the difference being of course that Airtel is 100% awarded to Ericsson so rumour says, BSNL is already 25% awarded to Alcatel and 75% to be awarded to two of the five left around August time.

Ericsson could well be putting some very large slices of work the way of Leadcom :) perhaps you can read in the timing of the recent PLACING - it was nothing to do with the 4.5 billion BSNL project, but possibly everything to do with the 4.5 billion ? dollar Bharti Airtel project :) As Airtel is private its a whole different ball game, and only now are leaks coming out that its possibly all going to Ericsson, which explains Leadcoms rush for working cap recently.

9 billion dollars to be awarded by end August in total, if Leadcom can pick up 5% of that total in subcontracts its company making in a big way for Leadcom, anything more is not worth thinking about, just let it happen if it does.



Some more links :

http://www.siliconindia.com/shownewsdata.asp?newsno=32174&newscat=Technology

http://www.business-standard.com/common/storypage.php?autono=95530&leftnm=1&subLeft=0&chkFlg=

LEAD is profitable and growing, and on its present rating its cheap.

The downside is minimal, the upside huge, bigger than any other stock I know off on the AIM market should these 2 big (BSNL and Airtel) contracts totalling around 9 billion dollars throw some work LEAD's way.

L2 presently 2 v 1 after a move up earlier ( @ 63/64.5 )