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LEADCOM, a real growth company (LEAD)     

PapalPower - 07 Dec 2005 07:57



18th October 2007 : Leadcom voted "AIM International Company of the Year for 2007"


Chart.aspx?Provider=EODIntra&Size=283*18Chart.aspx?Provider=Intra&Code=LEAD&Size


Main Web Site : http://www.leadcom-is.com/

Investor Relations Email : investorsinfo@leadcom-is.com


PapalPower - 02 Feb 2006 16:56 - 74 of 955

Good day, and plenty more to come in the next 8 weeks I think :) Buy on the dips...........

PapalPower - 02 Feb 2006 17:31 - 75 of 955

Its great to see sales more than buys of nearly 3 to 1 and the price rising, I have checked trades, no delays, and sells are more.

Trade buyers are around, hold on tight to those shares, they will have to pay much much more to have them off of me.

Next 8 weeks should see some big rises :) Enjoy it.......and I'll have some more under 60p :)

3 weeks to prelims :) and all that news.

PapalPower - 03 Feb 2006 16:51 - 76 of 955

A normal drop, which they might continue Mon/Tue or might not, would expect another large upwards movement sometime next week. Outlook is very good for LEAD.

PapalPower - 04 Feb 2006 13:14 - 77 of 955

No news on the CS updated research piece yet, still not on the Leadcom site, but would expect it to be available to PI's from the LEAD site some time next week.

PapalPower - 05 Feb 2006 04:53 - 78 of 955

Does anyone have access to the new CS research report ? Impatient waiting for it on the Leadcom IR site, want to read it now :)

tuttle - 05 Feb 2006 11:57 - 79 of 955

PapalPower

Report now on Leadcom website i believe.

PapalPower - 05 Feb 2006 12:59 - 80 of 955

Thanks tuttle, the link is now in the header and also below :

http://www.leadcom-is.com/admin/literatureSubCat/Filesdownload/mmn-01.02.06.LEAD.pdf



LEAD is an international telecom services business that specialises in the provision, management and implementation of telecommunications solutions typically for operators on behalf of the hardware manufacturers such as Nokia and Ericsson. The business raised 9.0m of new money (and 3m of replacement capital) at 32p per share when it floated with Corporate Synergy in April 2005 the shares have subsequently risen by nearly 60%.

The first 9 months of being quoted saw 2 material earnings upgrades the last of which we issued in December 2005. Preliminary results will be published shortly and we expect share price activity in the coming weeks. It is clear that when these results are published that there will be wider recognition that this business has moved from negative net assets pre IPO, to material profits, with a material uplift in earnings per share. It will become clear to a wider number of investors that the business is inherently capable of continuing to grow its EPS with the scope to command a higher PER this creates a potential double whammy for the shares. Further, the market cap of 50m will see new investors putting the slide rule over the business.

For investors seeking exposure to earnings outside the UK LEAD is well placed. There are plenty of signs that LEADs business and the developing telecoms markets that it operates within are very active with a plethora of M&A and private equity activity; in short it is a more popular area to invest.

Today the stock stands on 10x 2006 earnings (the market is clearly not pricing in further upgrades), there is a prospective yield of 3%, a debt free balance sheet. The key driver of our confidence is the very high revenue visibility it is very clear that the new money from the IPO is enabling this business to pitch for and win far larger chunks of better quality business.

This is set to be an active stock in the coming month.

PapalPower - 05 Feb 2006 16:35 - 81 of 955

I wonder if we will get an Altium research note done before results ? That would provide a nice boost as well and give us two views to compare :)

britshare - 06 Feb 2006 09:07 - 82 of 955



LEADCOM INTEGRATED SOLUTIONS LTD

NEW CONTRACT WINS FOR LEADCOM INTEGRATED SOLUTIONS IN AFRICA

Leadcom Integrated Solutions (Leadcom) is pleased to advise that it has won new
contracts in Tanzania and Liberia, with a total value exceeding $13m for the
first phase, and up to $15m in total - all of which will be billed in the
current financial year.

These contracts further extend Leadcom's strong foothold within the African
market and pave the way to additional opportunities in the territory.

The projects include Leadcom's undertaking of turnkey responsibility (equipment
and services), for the planning, design, supply and implementation of telecom
sites, and for the supply of microwave transmission equipment.

Commenting on the contract wins, Arik Alcalay, CEO of Leadcom said, "These
recent wins add to Leadcom's already healthy backlog for 2006 and provide
further confirmation of a promising start to the year."

Leadcom expects to announce its results for the year ended 31 December, 2005 on
23rd February 2006.

PapalPower - 06 Feb 2006 09:35 - 83 of 955

Excellent news, this should be around the 80p mark now, and so remains cheap and excellent value at the moment.

PapalPower - 06 Feb 2006 10:45 - 84 of 955

The SP is responding and moving upwards, another tick up now on the bid, but for me this remains very much undervalued !

PapalPower - 06 Feb 2006 23:58 - 85 of 955

Good news, apart from prelims coming soon on the 23rd Feb, we have an Altium research report coming soon, and also there is now a new CS update as well :)

PapalPower - 07 Feb 2006 11:20 - 86 of 955

Moving up again, lovely.

PapalPower - 07 Feb 2006 22:54 - 87 of 955

Got a mention on a tip site tonight I hear, all good for continuing movement :)

PapalPower - 08 Feb 2006 16:10 - 88 of 955

Another strong day, and I think plenty more to come ! :)

PapalPower - 09 Feb 2006 00:12 - 89 of 955

A trading range in the 80 to 100 range is not out of the question, given performance and upgrades. More to come I think, prelims on 23rd.

PapalPower - 09 Feb 2006 12:00 - 90 of 955

More news in the pipeline ?


http://www.telephonyworld.com/cgi-bin/news/viewnews.cgi?category=all&id=1139449559

Intro only:
"February 08, 2006
Posted by - TelephonyWorld @ 8:45 pm PST

LEADCOM & CTI COOPERATE ON SUCCESSFUL BIDS AND IMPLEMENTATIONS

CTI Squared (CTI), a leading developer and provider of messaging, conferencing and convergence solutions for carriers and service providers, today announced two new customers in Africa and South America, both GSM cellular carriers. ETC, the Ethiopian national telecommunications company, and new provider Trans-World Telecom (TWT) Guyana, a part of the Trans-World Telecom Caribbean (TWTC) group, have launched CTI's InTouch advanced messaging platform to provide voicemail services to their subscribers.

In both deals, CTI was introduced to the opportunity, and then chosen by LeadCom Integrated Solutions Ltd. (LSE: LEAD), a leading provider of integrated turnkey telecommunications solutions, to join the projects. CTI supported LeadCom in both tendering processes, offering a complete, market-ready solution that met the particular needs of each operator.

As an open, standards-based and highly scalable platform, InTouch enables ETC and TWT to quickly roll out voicemail and fax services to their growing subscriber bases. By providing a service creation environment with extensive customization capabilities, InTouch supports advanced messaging solutions, including unified messaging, Voice to MMS and others. This enables landline and GSM operators to add new services and new subscribers with ease.

"The success of the ETC and TWT implementations firmly establishes CTI's strong capabilities in the cellular market," said Erez Marom, Chief Executive Officer of CTI. "Working with leading integration and equipment partners, we are uniquely positioned to deliver the solutions operators need, in the time they need them, at a cost appropriate to their markets."

Visit CTI at 3GSM World Congress in Barcelona to learn on lucrative Multi-Media, Messaging and Conferencing solutions that meet the needs of your intransigent market demands. Contact: Tel: +972-9-960-5220, Email: alon.livne@cti2.com."

PapalPower - 10 Feb 2006 15:28 - 91 of 955

LEAD was having a rest, but we have a tick up now, which may be pointing to a strong week coming next week, perhaps the breach of 70p is on its way next week (although breaching 80p would be nicer, and not out of the question) :)

PapalPower - 11 Feb 2006 07:55 - 92 of 955

As we kept the end of week (last few hours on Friday) tick up, I will take guess more pre results purchases are coming in. Someone/or more are building stakes up, probably in advance of the two large pending contract news which could come this month or next we hope. They will want to get a decent lump pre-results, while LEAD is still cheaper I think.

moneyplus - 11 Feb 2006 12:16 - 93 of 955

thanks PP--I hope they perform as well as EKY which I missed out on-no cash!!
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