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

On line limits now :

Buy 7.5K @ 59.63p

Sell 75K @ 58p


L2 is now 5 v 4 @57/60


So you can take it the buyer wants more..........

For those averse to email, I have hopefully put the Midroog Dec 06 A3 rating file as per the Bond Issue on e-snips, and you can download from the link below....

http://www.esnips.com/web/LeadcomInfo

It is very throrough, as you'd expect, and it reads well and ends well for Leadcom to get an A3 rating.

The Unterberg BUY note and 95p target is also in the same folder as the post above.

but who are Unterberg???

A big company.


http://www.unterberg.com/

oh, american tossers ..... should we trust what they say then?

Yes cynic... ;)



From AFN :

rivaldo - 20 Feb'07 - 14:13 - 3783 of 3783

News....interestingly RedKnee are coming to AIM soon aiming to raise 17.5m on a 62m m/cap:

http://www.prnewswire.com/cgi-bin/stories.pl?ACCT=104&STORY=/www/story/02-20-2007/0004530419&EDATE=

"Redknee and Leadcom Offer Latin America Converged Rating and Charging



Agreement Extends Redknee's Flexible Rating and Charging Solutions to
Operators in Latin American Markets

TORONTO, Feb. 20 /PRNewswire/ -- Redknee Inc., a leading provider of
innovative infrastructure software that monetizes and personalizes services
and content for mobile users, today announced Leadcom Integrated Solutions
as its newest reseller in Latin America. Leadcom Integrated Solutions Ltd.
is an international leader in the provision, implementation and management
of telecommunications network deployment services and solutions for global
telecom vendors, operators and major enterprises. Leadcom employs over
1,150 professionals and operates in over 40 countries, with regional
headquarters in the Americas, Europe, Asia and Africa.
Redknee's converged rating and charging system (URCS) is flexible,
highly adaptable and modular, helping operators to differentiate their
voice, messaging, data, and m-commerce services in a continuously evolving
mobile landscape. Redknee URCS complements an operator's existing
infrastructure by integrating prepaid and postpaid services on a single
platform enabling new products and services, personalizing subscriber value
through bundles, group sharing, easy top-ups, group discount plans and
m-commerce capabilities.
"Differentiation is a key driver for our customers' healthy ARPU
statistics. Leadcom is delighted to cooperate with Redknee in offering our
customers innovative solutions to ensure they receive the very best return
on their investment. This partnership brings to the marketplace a winning
combination of a mature and proven solution, implemented with an
unsurpassed commitment to quality and service," said Uri Dotan, General
Manager CALA, Leadcom Integrated Solutions. "The Redknee URCS solution will
enhance our existing infrastructure helping us to better segment our
market, and introduce new service features."
The subscriber-centric approach of Redknee URCS enables operators to
better divide their market and combine the latest services across various
wireless, wireline and cable technologies. By helping operators evolve with
the pace of subscriber demand, users are given an unprecedented level of
personalization by mixing and matching services spanning from voice to
IPTV.
"Redknee has an advanced, easy to manage, real-time platform that
supports pre-paid and postpaid rating, charging and billing for voice,
messaging and data," said Lucas Skoczkowski, CEO at Redknee. "We are
pleased to be working with a turnkey communications group, such as Leadcom,
to efficiently deploy our converged billing solutions in new markets."
This release comes one month after Redknee announced that its solutions
can process 2.4 billion transactions per month through deployments at its
30 operator customers worldwide."

did you sell your SOLA?
smartarse here got out of balance this morning

LOL, there is a note out today from Lemming, a cooling effect saying present price is "toppy" perhaps.........

As is to be expected, they are expanding, and as per the previous profit warning from Motech, when you expand you lose efficiency and increase waste....which hurts your PBT....

Back to LEAD, no worries with the PBT here :) and the valuation is sub x 10 going forward..........

still holding my unintentionally large holding! ...... in fact, having had a good run over the last couple of months, my holding in LEAD is now "norm" or thereabouts

Different write up of the Redknee/Leadcom deal released today.

http://biz.yahoo.com/prnews/070220/sftu082.html?.v=94


Redknee and Leadcom Offer Latin America Converged Rating and Charging

Tuesday February 20, 7:00 am ET

Agreement Extends Redknee's Flexible Rating and Charging Solutions to Operators in Latin American Markets................................

Lively today, has anyone seen anything from India, the BSNL case should have got going again yesterday I think.

PP .... just let sp keep ticking up ..... let the lawyers have their day; they need the money!

So, now its closing time and results tomorrow, I'll go for :

Revenue nicely up last year and continuing the CAGR of around 40% year on year.

Earnings not up, but we know the factors for this, being the secondary placing increasing the shares in issue, and that this year Leadcom must pay 30% tax, compared to half that in 2005. In US cents terms it might come out roughly the same as last year, but not in sterling terms I do think.

EPS figure, I'll go for my conservative estimate above of 3.8p.

Should be at least 100m $ of firm 2007 order book in place, it would be great if they could say 110m to 120m $ already firm for 2007.

Potential order book standing at above 600m $.

Post year end event being the Bond Issue after getting the A3 rating, and cash in bank levels are good at present.

NAV per share increased upwards again.

figures will (i hope) be jolly .... was not aware they were due tomorrow, though looking back, i see they were scheduled for "late February" so close enough

Results day conference call information :



The "flyer" is now posted in the Leadcom Info Folder :

http://www.esnips.com/web/LeadcomInfo


or you can download the flyer direct at the link below (Word Format) :

http://www.esnips.com/nsdoc/c73207ae-89df-4068-8b93-9816cdb6436f

RESULTS LOOK GOOD

Very nice, better than I was hoping for.

2007 order book now at 130m $ firm, and expecting 180m $ at least.



http://www.investegate.co.uk/Article.aspx?id=20070222070500Z9088



Leadcom Integrated Solutions Ltd
Leadcom Integrated Solutions Ltd.

Preliminary Results for the Year Ended 31 December 2006

Growth into New Markets Sees Leadcom Achieve Record Revenues and Profit

Leadcom Integrated Solutions Ltd., ('Leadcom', AIM: LEAD), a leading
international provider of innovative telecommunication solutions, announced
today preliminary results for the year ended 31 December, 2006.

-0-
*T
Twelve months to December 31 2006 2005 Change
in US$ '000
Revenues 138,322 97,379 42.0%
Gross Profit 39,763 27,261 45.9%
Gross profit margin 28.7% 28.0%
Operating profit 13,890 10,118 37.3%
Operating profit margin 10.0% 10.4%
Normalized PBT* 14,659 10,453 40.2%
Normalized PBT margin 10.6% 10.7%
Profit before Tax 12,508 9,174 36.3%
Tax 3,867 1,522 154.1%
Net Profit 8,688 7,456 16.5%

Dividend per share in US Cents 2.1c 2.0c
Earnings per share - Basic in US Cents 8c 9c
Diluted in US Cents 8c 8c

* 'Normalized PBT': pretax profit before Company's expenses in respect of share options
*T

Financial Highlights

-- Revenues up 42% to US$138.3 million (2005: US$97.4 million)

-- Gross profit up 45.9% to US$39.8 million (2005: US$27.3 million)

-- Gross margin increased to 28.7% (2005: 28.0%)

-- Normalized profit before tax up 40.2% to US$14.7 million (2005: US$10.5
million)

-- Basic & diluted EPS is 8 US cents per share (2005: 9 and 8 US cents per
share, as per table above)

-- Dividend increased to 2.1 US cents per share (2005: 2.0 US cents per
share)

-- Placing in May 2006 of over 19 million shares with UK and US
institutional investors - net proceeds of US$21.2 million

-- Private placement in December 2006 of unsecured bonds in the principal
amount of NIS 125 million (approximately US$30 million), linked to the
Israeli consumer price index, bearing an annual interest rate of 6.65%.
Placement resulted in total funds availability of over US$50 million

-- Cash as of December 31, 2006, was US$34.9 million

-- Shareholders' equity of US$44.5 million, more than tripled compared to
US$13.2 million on 31 December 2005

Business Highlights

-- Penetration into new countries and territories, including India,
Democratic Republic of Congo, Gabon, Congo, El Salvador and Eastern
Europe, with several opportunities also pending in these regions

-- Additional significant contract awards include Italy, Bulgaria,
Tanzania, Chile and the Caribbean

-- Strong order book and visibility for the next 18 months

Arik Alcalay, Chief Executive Officer, commented:

'These are impressive results for Leadcom, demonstrating again the strength of
our strategy and our ability to deliver. This is Leadcom's fourth consecutive
year presenting 40% growth in revenues, with this growth being translated into
almost every parameter. The increase in the dividend per share, on top of the
increase in the number of shares in issue, indicates to our financial strength.

2006 was an extremely important year for Leadcom. During the year we established Leadcom in India, as we have continued to build our competencies in this region of strategic importance. This entry into the Indian market represents a substantial long term opportunity for Leadcom and we are both pleased with the progress made so far and excited by the potential for our business this coming year and beyond. Already, our investment has led to orders in excess of US$20 million, which will be recognized in 2007, with the potential to grow significantly. On December 1st, 2006, our order book for 2007 stood at over US$100 million. Since then, we have already announced additional wins of over US$30 million.


It is important to be conservative when looking forward. However, Leadcom is
entering another exciting phase in its development and the outlook for 2007 is
positive. We expect the organic growth pattern experienced in 2006 to continue,
and will complement our existing growth with the ongoing search for further
earnings-enhancing opportunities. Leadcom expects revenues of at least US$180
million in 2007, with gross and operating margins in line with those of 2006. I
look forward to reporting further progress throughout the year.'

-0-
*T
Enquiries:

Yael Margoninsky - Leadcom
Tel: +972 9 7690011

Ben Thorne / Garry Levin - Altium
Tel: +44 (0) 20 7484 4040

Luke Ahern - Corporate Synergy
Tel: +44 (0) 20 7448 4430

Jonathan Shillington/Matt Austin - The Global Consulting Group
Tel +44 (0) 20 7826 2600
*T

sorry to say, but the market is underwhelmed

No cynic, the momentum of the recent rise has caught up, and those traders are selling, its quite normal for results day falls on most companies if they have been rising into them......its only the ones who produce the unexpected that see results day rises.

A small consolidation before the next leg up imo.

On a current year PER of times 10, falling to times 8 next year, and thats with "conservative" forecasts.........too cheap by half for a comany putting in 40% CAGR.

It should be very obvious to most now that with 130m $ of "estimated 180 m$" revenue in 2007 in the bag by end of Feb 07, that BSNL is not in the forecasts as yet in any major way.

Ari said "conservative" - in other words confirming that 180m $ should present no problems without the BSNL big one, and if BSNL comes in then you can expect a revenue figure much higher than that for 2007.