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

Yes, looking slightly healthier now, pleased I hung on.
2517

Nice to see it back in the 50's. Well done to all who did not get scared into selling in the high 30's and low 40's.

Lets hope this nice upwards trend continues.

Wonder if Leadcom will be getting any of this Ericsson work ? The Israel order seems big, in that 1400 base stations getting swapped out.


http://www.cellular-news.com/story/28218.php

Ericsson Wins 3G Contract in Chile

Ericsson will be the sole supplier for a nationwide GSM/WCDMA/HSPA network expansion and upgrade by Chilean operator Entel PCS. The deal builds on earlier Ericsson-Entel contracts and deliveries will begin in the first quarter of 2008.

Under the three-year agreement, Ericsson will provide GSM/WCDMA/HSPA radio access and common core network equipment to expand and upgrade Entel PCS's existing mobile network across Chile. Ericsson will also provide a wide range of professional services, including network design, deployment and systems integration.

The move follows Ericsson's deployment of Entel PCS's WCDMA/HSPA network in Chile in December 2006, the first such network in Latin America.

Posted to the site on 20th December 2007


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http://biz.yahoo.com/iw/071221/0342922.html

Ericsson to be sole supplier for Israeli operator Partner

Friday December 21, 9:10 am ET

STOCKHOLM, SWEDEN--(MARKET WIRE)--Dec 21, 2007 -- Ericsson (NasdaqGS:ERIC - News) has been selected by Israeli mobile operator Partner Communications to replace and expand its WCDMA/HSPA equipment. The deal sees Ericsson become the sole vendor of Partner's GSM and WCDMA/HSPA core and radio network.

Under the agreement, Ericsson will provide a full swap of 1400 base stations, expanding the capacity of channel elements for voice and data to support speeds of up to 14.4Mbps. Ericsson will also provide a wide range of professional services, including business consulting, deployment and integration. Ericsson will support and maintain other Ericsson elements in Partner's network as well.

The deal reinforces Ericsson's leading position as the supplier of WCDMA/HSPA technology in Israel and is expected to lead to higher operational and technological efficiency and to result in cost reductions for Partner Communications. The system deployment has started and is set to be completed by July 2011.

Looks like the assumptions on Israeli institutionals buying in is correct with todays news. Hopefully more and more to come ahead of a TASE dual listing in 2008. :



Leadcom Integrated Solutions Ltd

Holding in Company

Leadcom Integrated Solutions Ltd. ('Leadcom' or 'the Company'), (AIM: LEAD), was notified on December 23 2007 that TAO TSUOT LTD holds 4,259,734 of Leadcom's ordinary shares, representing approximately 3.55 per cent of the Company's issued ordinary share capital.

-0-

Sector related news (and you never know which ones of these Leadcom do work on) :


http://www.interfax.com/3/349787/news.aspx

10:13 GMT, Dec 24, 2007 Latest Headlines...

Huawei, Nokia-Siemens to build 3G network for Megafon

MOSCOW. Dec 24 (Interfax) - Russia's Megafon (RTS: MEGF) has chosen
China's Huawei Technologies and Finish-German Nokia-Siemens Networks for
the construction of its third generation (3G) network in Russia, a
statement by the cellular operator says.
The existing Megafon network already uses the equipment of these
producers. The company plans to spend up to $250 million on the
construction of the 3G network in 2008, the statement says.
"The partners chosen in the tender offered the best conditions as
to the quality and price ratio. Proposals of bidders in the tender were
assessed given operational costs of equipment installation and
maintenance. We have a positive experience of cooperating with both
companies," Megafon deputy general director Alexei Nichiporenko said in
the statement.

"New generation networks will be built where there are spare
frequencies, where it is economically rational and where there is
effective demand for services," he said.

Huawei and Nokia-Siemens will deliver base station controllers
(BSC) and base station subsystems (BSS), as well as installing the
equipment, maintaining it and training personnel. The regional division
of suppliers will not be based on the geographic principle, and it is
for the first time that a supplier will not have exclusive right to
deliver equipment to a particular region.

"Megafon plans to build the 3G network on the base of the existing
2G network without stopping or seriously reconfiguring the current GSM
system. The company plans to build the new generation networks with the
use of HSDPA [High-Speed Downlink Packet Access] and HSUPA [High-Speed
Uplink Packet Access] technologies that allow a drastic increase to the
speed and quality of data transmissions," the statement says.

Megafon announced a closed tender for the delivery of equipment for
its new 3G network among Alcatel-Lucent, Ericsson, Nokia-Siemens, NEC
and Huawei Technologies.

The Russian cellular operator will now cooperate with Nokia-Siemens
in the European part of Russia and the Volga-Urals district, and Huawei
in Siberia and the Far East. Nokia-Siemens together with Sweden's
Ericsson will construct a 3G network for the Mobile TeleSystems (MTS)
(RTS: MTSS). VimpelCom (RTS: VIMP), the third owner of a license for 3G
networks, has yet to name its suppliers.

Megafon is the third largest Russian cellular operator in terms of
subscribers and the only one whose commercial network covers all Russian
regions.

ar dp

http://www.globes.co.il/serveen/globes/docview.asp?did=1000290127&fid=942


Tao Tsuot joins parties at interest in Leadcom

Tao Tsuot has acquired 3.55% of the company on the open market.

Globes' correspondent and Tali Tsipori 24 Dec 07 17:47

Tao Tsuot Ltd. (TASE: TAO-M) has bought 4.3 million shares in Leadcom Integrated Solutions Ltd. (AIM: LEAD), amounting to 3.55% of the company. The purchase makes Tao Tsuot a party at interest in the company under Londons Alternative Investment Market (AIM) rules.

Leadcom did not disclose the details of the purchase in its notice to the AIM, and Tao Tsuot has not sent a notice to the Tel Aviv Stock Exchange (TASE) about the deal. However, on the basis of trading in Leadcom shares in the past few days, the shares were bought at ₤0.47-0.51 each for a total more than ₤2 million ($4-4.3 million). Leadcom has risen from a low point of ₤0.405 two weeks ago to ₤0.51 today, giving a market cap of ₤60.6 million. Tao Tsuot's purchases probably played a role in the rise.

Other parties at interest in Leadcom include AXA, Rathbone Brothers, Puma Sphera, and First Israel Mezzanine Investors Fund (FIMI).

Another new major holder :

Leadcom Integrated Solutions Ltd


Holding in Company

December 27, 2007, Hod Hasharon, Israel - Leadcom Leadcom Integrated Solutions
Ltd. ('Leadcom' or 'the Company'), (AIM: LEAD), was notified on December 25,
2007 that Pamplona Global Emerging Markets Fund holds 6,955,980 of Leadcom's
ordinary shares, representing approximately 5.8 per cent of the Company's issued ordinary share capital.

This stock will be 60p by april. 25% up since its fall, still at least another 25% in it for 2008, depreciating pound will help it, increased orders, increased margins, more focussed business, growing markets what more do you need?

Sold these now for a fair profit so can't complain, good luck remaining holders.
2517

Leadcom are a strategic partner of NEC, so perhaps there could be something for LEAD.

http://www.japantoday.com/jp/news/423825

NEC wins Polish 3G mobile contract

Friday, December 28, 2007 at 07:00 EST

TOKYO NEC Corp has signed a framework contract with a leading Polish telecom carrier, Netia, for the supply of advanced, point-to-point wireless access systems, PASOLINK NEO. The new systems will be supplied to the 3G mobile operator P4.

P4, a new 3G mobile operator that started service in Poland earlier this year, is accelerating improvement of its network infrastructure to enable provision of stable and high quality 3G services. PASOLINK NEO will be employed to carry out transmission among mobile base stations. P4 plans to install around 10,000 hops in the next 5 years, and NEC expects to provide around 1,000 hops to mainly northern and middle areas of Poland, as well as to Warsaw, to fulfill the initial demands of the framework contract.

Another Israeli institutional on board :

December 31, 2007, Hod Hasharon, Israel - Leadcom Integrated Solutions Ltd.
('Leadcom' or 'the Company'), (AIM: LEAD), was notified that Elco Holding Ltd.
holds 4,736,281 of Leadcom's ordinary shares, representing approximately 3.95
per cent of the Company's issued ordinary share capital.

And the rises continue, soon be back past 60p (fingers crossed as well as them there toes) ;) :)

chart certainly looking very much healthier ..... i agree with PP that this is still a damn good company, and though i got my fingers burnt through greed a couple of months back, could easily be tempted back in .... but not today .... shall let the new year excitment quieten down and in any case, 60p linked to 200 dma may prove quite a solid short-term resistance

Worth a listen to :

http://commoditywatch.podbean.com/2007/12/31/what-will-happen-in-2008-cwr-new-years-special

Click on the play symbol, or download it and listen later.

**************************************

Or the direct opening link is below :

http://commoditywatch.podbean.com/wp-content/plugins/podpress/podpress_backend.php?podPressPlayerAutoPlay=yes&standalone=yes&action=showplayer&pbid=0&b=2516&id=139315&filename=http://commoditywatch.podbean.com/medias/play/aHR0cDovL21lZGlhMS5wb2RiZWFuLmNvbS9wb2RjYXN0LWJsb2ctYXVkaW8tdmlkZW8tbWVkaWEtZmlsZXMvYmxvZ3MvMjUxNi91cGxvYWRzL3htYXNjd3ItY29tcHJlc3NlZC5tcDM/xmascwr-compressed.mp3

Leadcom Integrated Solutions Ltd


Holding in Company

January 3, 2008, Hod Hasharon, Israel - Leadcom Integrated Solutions Ltd. ('Leadcom' or 'the Company'), (AIM:LEAD), was notified that Phoenix Insurance Company Ltd. holds 5,688,220 of Leadcom's ordinary shares, representing approximately 4.75 per cent of the Company's issued ordinary share capital.

For further information, please contact:

Ron Belkine, Company Secretary - Leadcom
Tel: +972 9 769 0120

Andrew Godber - Panmure Gordon (UK) Limited
Direct: +44 (0) 20 7614 8385

Matthew Marchant - Blue Oar Securities
Tel: +44 (0) 20 7448 4498

With Leadcom moving off of AIM and to a full listing, and also dual listing on TASE (this is the plan) then its going to make LEAD an ideal way for those tracker funds to get in. Perhaps why so many Israeli fundies are piling in at the moment ?


Ref to number 9 on the list of 25 below :

http://business.timesonline.co.uk/tol/business/money/investment/article3136555.ece

9 Israel on the move

British investors have tended to ignore Israel, but its stock market will be thrust into the limelight this year when it is promoted from emerging to developed market status.

FTSE, which creates stock-market indexes, is planning to reclassify Israel in June, forcing many tracker funds to buy into the market for the first time. There are more than 20 Israeli companies listed on the London Stock Exchange. Technology firm BATM Advanced Communications is the biggest: in 2007 its shares fell 5%.

Another new major holder........

Leadcom Integrated Solutions Ltd AIM International Company of the Year

Holding in Company

January 7, 2008, Hod Hasharon, Israel - Leadcom Integrated Solutions Ltd.('Leadcom' or 'the Company'), (AIM: LEAD), was notified that Old Lane (UK) holds 5,000,000 of Leadcom's ordinary shares, representing approximately 4.17 per cent of the Company's issued ordinary share capital.

India livens up. Reliance announce their 80m to 100m lines for their GSM requirement, biggest ever order requirement in Indian history, and also BSNL announce 500m US$ to be spent on their rollout into CDMA. The good news is Reliance is not like BSNL, and so can order what they want without the government interference in the tender process.

http://www.business-standard.com/common/storypage_c.php?leftnm=10&bKeyFlag=BO&autono=310611

RCom GSM order: 80-100 mn lines

Surajeet Das Gupta / New Delhi January 14, 2008

To account for 10% plus of 3-yr global output.

Reliance Communications (RCom), the Anil Dhirubhai Ambani Group-promoted telecom company, has floated an order for 80 million to 100 million lines for GSM mobile services.

The company recently received spectrum from the government to launch GSM services in 14 service areas under a controversial new cross-over technology policy.

This will be the country’s largest order for telecom equipment and one of the world’s biggest. The installed production capacity of GSM electronics worldwide is 250 to 300 million lines annually, suggesting that the order could account for more than 10 per cent of global production over the next three years.

The order, which will be spread over three years, is expected to be finalised in the next few weeks.

The company has begun discussions with leading equipment manufacturers such as Huawei, Alcatel Lucent, ZTE, Ericsson, Motorola and Nokia, amongst others.

A meeting of potential suppliers has been called at the end of this week to choose the vendors.

An RCom spokesperson declined to comment on the issue.

The largest order placed in India was for 45.5 million GSM lines by the state-owned Bharat Sanchar Nigam Ltd (BSNL). However, the contract ran into a controversy, as a result of which it was halved to 22.75 million lines at a cost of $2.2 billion.

Insiders said RCom is negotiating to cut the cost of equipment significantly by offering vendors a large upfront order to vendors.

Executives involved in negotiations with the company said it has been looking for a 50 per cent reduction in price to its nearest competitor.

In the last big order for GSM equipment, BSNL paid $100 per line for only second-generation (2G) services to Ericsson. The RCom order will have a combination of both 2G (of current level of services) and 3G equipment.

Equipment manufacturers said considering the fact that Ericsson refused to accept the full order after other equipment manufacturers walked out of the BSNL deal, few manufacturers are ready to cut price in the interests of volume.

“The Chinese might offer you lines at $50 (Rs 1,950) per line but they have no back-up support or experience in India. European companies have the experience and installations in India and for that you need to pay a premium,” said a executive who is negotiating with RCom.

RCom, which is the country’s largest service provider of CMDA mobile services, already has GSM operations in six service areas.

The company has over 40 million customers, of which 35.5 million are on CDMA while the rest are on GSM services. By adding GSM operations in 14 service areas, it will become a pan-Indian player, competing with incumbents such as Bharti Airtel and Vodafone-Essar.

Equipment makers said RCom’s pan-Indian GSM plan means that the company will also need to buy more transmission towers. It currently owns about 14,000 towers but will need 50,000 across the country.

So far, the company has commissioned 40,000 towers through its subsidiary Reliance Telecom Infrastructure.


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http://economictimes.indiatimes.com/BSNL_to_invest_500_mn_for_CDMA_services/articleshow/2697625.cms

BSNL to invest $500 mn for CDMA services

14 Jan, 2008, 0211 hrs IST,Joji Thomas Philip, TNN

NEW DELHI: Even as Reliance Communications and Tatas are moving to the GSM turf, they will soon face a new competitor on their home ground. State-owned BSNL is all set to launch full-fledged CDMA-based mobile services in all major cities in the country.

“After our application for a full-fledged CDMA mobility licence is approved, we plan to roll out CDMA services in all major cities and towns. The initial investment will be about $500 million,” BSNL CMD Kuldeep Goyal told ET.

This is also the first time that BSNL has put a figure to its CDMA rollout plans. In fact, the company has been working on the finer details of its CDMA project for several months now. On November 26 last year, minister for communications and IT, A Raja, had informed the Parliament that BSNL has applied for nationwide, full-fledged CDMA licence.

“BSNL has submitted a report to the government recently seeking permission to provide fully mobile services using CDMA technology in addition to the GSM technology under the existing CMTS (cellular mobile telephony service) licence in 21 service areas,” Mr Raja had said.

According to Mr Goyal, BSNL will be in a position to roll out CDMA services as soon as the approvals come through. “We already have the requisite start-up spectrum in place,” he said. BSNL is using the same clause in the modified UASL (unified access service licence) that allows service providers to offer services on both GSM and CDMA platforms, which Tatas and RCOM have availed of to make their GSM forays.

More important, unlike private players, BSNL will not have to pay the Rs 1,651-crore entry fee, performance bank guarantee fee and also need not provide other financial guarantees for its CDMA foray since state-owned players are exempt from all these. BSNL is also in the process of hiving off its 40,000 towers into a separate company and lease it to other telcos.

Several other service providers including the likes of Bharti Airtel, Vodafone Essar, Idea Cellular, Reliance Communications, Spice and Idea Cellular have adopted this business model to reduce both their capex and opex as they expand their services to rural India. Importantly, as reported earlier by ET, 2008 is also likely to see the PSU go in for an initial public offer.

This could well be the mother of all IPOs as BSNL, which has about 70 million customers, is learnt to be looking at divesting about 20% stake within the next 12 months. Analysts estimate that the PSU to be valued at close to $100 billion, which puts a 20% stake dilution at $20 billion — the largest that the country has witnessed so far. For its CDMA rollout, BSNL will largely rely on its existing infrastructure. “We will use our existing infrastructure. We will roll out towers in places where it is required,” Mr Goyal added.

Interesting news. When the earlier ELCO holding was announced I said that that one was of particular interest, and so it surprises me not to see them add more. Given what ELCO are, they struck me straight away as having the potential to launch a takeover at some stage, so its good to see them increasing. Obviously Tao have decided to take quick profits into Elco's buying.


Leadcom Integrated Solutions Ltd
Holdings in Company

January 14, 2008, Hod Hasharon, Israel - Leadcom Integrated Solutions Ltd.
('Leadcom' or 'the Company'), (AIM: LEAD), was notified that Elco Holding Ltd.
now holds 11,432,991 of Leadcom's ordinary shares, representing approximately
9.53 per cent of the Company's issued ordinary share capital.

The Company was also notified that TAO TSUOT Ltd. has reduced its holdings to
less than 3 per cent of the issued ordinary share capital and, as a result, no
longer has a notifiable interest in the Company.

-0-

Looks like its very easy for the Indian operators to make more profits, which is good news for them doing further expansion :

http://www.nasdaq.com/aspxcontent/NewsStory.aspx?cpath=20080121%5cACQRTT200801210434RTTRADERUSEQUITY_0197.htm&

Idea Cellular Q3 Consolidated Net Surges 108% On Higher Revenues



(RTTNews) - Idea Cellular Ltd, a part of the $24 billionAditya Birla Group and India's leading GSM mobile services operator, announced financial results for the third-quarter ended December 31, 2007, reporting a significant growth in consolidated net profit on increased revenues............


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Talking of expansion, Reliance has now started to award the contracts to build their GSM network, first of many orders (this will be the biggest ever order in Indian history) going to Huawei......

http://www.forbes.com/afxnewslimited/feeds/afx/2008/01/22/afx4555615.html

India's Reliance Comm to sign 20-bln-rupee GSM contract with Huawei - report
01.22.08, 1:59 AM ET

MUMBAI (Thomson Financial) - India's Reliance Communications (RComm) will sign a contract worth about 20 bln rupees for the rollout of a national global system for mobile communications (GSM with China-based telecom company Huawei Technologies, the Business Standard reported.

RCom is planning to place a GSM equipment order of 80-100 mln lines, the largest by an operator in the country, the newspaper reported.

Under the rollout plan, RComm plans to invest 60 bln rupees in GSM electronics alone, the paper said.

More such contracts in the equipment categories are expected to be signed in the next couple of weeks, the report said.