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

If the taxman wasn't around, I would!

ITL tipped by the Daily Mail for 2006.

Looking at latest forecasts its all valued in for the moment, and will need some upgrades to spark a major move up from here I think for ITL

Latest Broker Forecast for ITL :

UBS 23rd Dec 2005

2006 PTP 16.32
2006 EPS 4.18
2006 DIV None

2007 PTP 19.84
2007 EPS 4.93
2007 DIV None

ITL Consensus Current year PER x 16.55 and Consensus 2007 PER x 13.88


Now if you compare that to the prospects, growth and PER for LEADCOM, to me Leadcom is a far better tip than ITL, will be interesting to see end of year which one has moved up the most (not just spikes but actual year end mid price).

LEAD presently 52p and ITL presently 69p.

I think they both look good bets, to be fair, and in ITL they keep getting good new contracts so I would expect a bit better than the UBS forecasts.Thanks for picking this up PP

They do both look good bets, but what the market is missing is Lead will report over 4p EPS for what is now last year, in prelims very soon, now instead of 52p, LEAD should be 69p based on an ITL PER. So whilst they both represent good bets for 2006, Lead I still think has a little bit more in it, but certainly both worth watching.

hi PP again.I am looking to raise a bit of extra cash for next week for a punt.Might as well do a decent size though the market size of Lead looks a bit uncertain for online deals.I tried Friday am and it didnt come off- no markets to speak of.

coeliac1 best to get in early I think, once we get into T30 of the results, and given they will be good and also be bearing a maiden dividend, things should hot up for LEAD.

PP
I have a feeling in my bones you are onto something here.Would prefer a decent size deal- but I will have to live with a miserable number of shares if I go for it in the morning. If I go for something I prefer to take a decent bite- and I can't just now.

O/T
Agree with you about RAB but will have to leave them anyway for the time being.
Incidentally on the FTSE stocks I reckon a bank will be taken out this year- just a personal feeling but it would light up the sector and there are divis. I have BARC.

2 big mid trade buys, delayed reported an hour (so seen in the sell column, had to be buys as they were mid price I think).

These are what moved the price up, so hopefully its someone getting as much as they can from the MM's at mid price (as in cheap as possible), and once again the question, is this the defining moment when it starts to move up with some more vigour ? ;)

It looks like the time is here, a 10K buy at full 54p offer moves the bid up, so are we now on the run up and large buys are going to keep moving it up, little bits to start with and perhaps bigger bits once buys really start to outnumber sells over a few days.

Certainly a nice end to the day, let it carry on please.

Some short termers out this morning (technicals), so I hope the MM's keep the offer where it is and do not bring it down.

An ideal time to add would be Friday afternoon, I will be in for some more next week ! cannot make Friday :(

Small shake this morning and back to level.

Should really be the last week of weakness, if it is. Once we get into the week after next then from the 24th/25th T traders can start to come in for results and maiden dividend statement.

The company has moved on since Sept, an excellent trading update, a very good set of results coming, but the price has gone sideways, and is always the case, at some stage it will catch back up with events, like a coiled spring exploding perhaps :)

Patience is needed, and rewarded.

Nice "X" trade this morning, 168K at full offer.

Strong buying this morning
50k over the offer long may it continue.....

Been a good day Ted, more of these to come I hope.

If LEAD keeps up the strength now, and running into the results, we should be into a breakout on the charts, and that would be deserved from the financial performance of the company.

Will there be a convergence of factors as we enter mid next week presenting a move upwards ? Take a look on next Wed/Thu to see if there has been.

Link to fund details Jan 2006

10 Largest Holdings @ 30.12.05

Burren Energy 2.06%
Accsys Technologies 1.74%
Leadcom Integrated Solutions 1.42%
Gyrus Group 1.34%
JKX Oil & Gas 1.33%
Neteller 1.33%
Mears Group 1.32%
Fidelity Japanese Values 1.32%
Shed Productions 1.31%
Atlantis Japan Growth 1.28%

This could be where some of the USA pipeline is coming from, given the reference to expansion into the USA and India.

http://press.nokia.com/PR/200601/1030920_5.html