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

And a good decision on Monday Re: BSNL!

So no news yet on BSNL outcome .. can't find anything on the web. Anyone else have any news on the Court hearing Re:Motorola??

'India govt says it plans to announce 3G telecoms policy by March' is this the reason for the sp rise today?
2517

.?

IC I see ;)

Hi PapalPower,

Could you elaborate on the above, is there an article on Investors Chronicle regarding this stock?

Rgds,

Iankn73

Yes, it was one of their main buy tips.

Thanks PapalPower,

I thought as much I'll try to obtain a copy.

Have a good weekend,

Rgds,

Iankn73

Your welcome.

Quoting a poster elsewhere :

"this week's "Smaller Company IC Tips" [pages 35/36 this week] which this week are LEAD, GENC and TPJ"

PP .... accidentally bought a "double dose" a couple of weeks back ..... with luck will prove to be a beneficial error!

Hopefully that may be the start of some market recognition for LEAD. Contracts coming in, Growth & Revenue up, decent PER. Now all we need is nice bit of news Re: BSNL India deal.

Welcome to the thread cynic, but do watch that hair trigger finger on the mouse when hovering over the buy/sell icons!

it was not that ... i bought one day and forgot, so bought again the next! ..... Could have abandoned one position, but as no harm was being done, I let it run

Well, it could be double delights....... :)


January 2007 Investors Presentation.

Link: http://www.leadcom-is.com/siteImages/IR_Jan_07_[1].pdf

pretty presentation but not sure that it adds much new ..... still, it certainly won't harm

If only I could have as much cash at my disposal as to forget who I purchased the day before. LOL!

Cynic, sounds like alzheimers!

trouble is, i can't remmber whether or not i had the cash to do either transaction!

Bl---- weird why the sp has retreated, may be a seller in the wings.
2517

They only rose the price due to the IC buy tip, now that is out of the way it will return to where it was prior imo

Altium Forecast 18th Jan 2007 Buy recommendation.


The now historic figures for 2006 will be reported late Feb 2007.

2006 Pre-Tax 7.46m
2006 EPS 4.52p
2006 DPS 1.07p


Current Year 2007 forecasts

2007 Pre-Tax 10.71m
2007 EPS 6.04p
2007 DPS 1.52p


(Note my comment : Media comment mid Jan 07 that LEAD already have 100m $ of the expected "not less than 180m $ revenue for 2007" in the bag so far. RNS comment earlier that the forward pipeline of opportunity was then at the 600m $ level which now includes BSNL into the "potential" category, but does not account for it in the revenue or earnings forecast in any major way, this 600m $ forward potential also excludes the Reliance tender which will be coming soon in India and is also larger in size than BSNL potential deal. The good thing about that is that in India its only BSNL who have to go through these ridiculous tender procedures and scrutiny afterwards, all the other comapnies can do what they want basically. BSNL are petitioning that in future they are treated like all their compeitors and can award tenders as they see fit, without the government scrutiny of it all. I would also expect slightly lower EPS for 2006, perhaps around 4p levels not the 4.5p Altium forecast for last year, but thats just IMO, like it all)