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

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

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

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.

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."

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) :)

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.

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

Got TAG and ACC now as possible "ups" for the coming week, and LEAD as a "keep an eye" for movement (like upwards).

Nice move up today, again.

Couple of posts on AFN, both very relevant to the LEAD story, the basics of course are, LEAD is still very undervalued, and I agree 100%.


Highly Geared - 13 Feb'06 - 23:12 -

Just some thoughts on potential scenarios. Latest forecasts are 4.85p EPS for 2006 (pe 13.6) and 6.31p (pe 10.46)for 2007. Latest info` based on historic pipeline conversion gives implied sales of $140 million which might give 6p EPS or current PE of 11. Hardly demanding for a growth company.

If you are optimistic on big potential contract wins (2 potential contracts mooted at $30M +$50M ), these would probably transform turnover, possibly pushing upward toward say $200M. What this would do to profits/EPS is difficult to decipher but probably looking at EPS of 8.5p+. Put on a modest growth PE of 15 and you have 127.5p without any froth.

All conjecture I know but demonstrates the upside from what is a sensible current base. What would be beneficial would be another major contract win around results time with good forward look statement and a rerating to around 85p- 1.

Good progress over last few days and looks set fair for consolidation/upward momentum from these levels.
All the best
___________

Holdontight - 13 Feb'06 - 23:44 -
"We upgrade 2007 estimates too. We raise our sales target from $125m to $150m (up 20%) and the normalised PBT from $15.4m to $16.5m (up 7.1%) a margin rise from 10.6% to 11.0%. We leave the dividend forecasts unchanged"

$16.5 mill = 9.7 mill, less 30% tax = 6.8 mill / 99 mill shares = 6.9p EPS x 15 multiple = 103.5p.

HOWEVER 1......LEAD is constantly exceeding even upgraded forecasts. If we take JUST THE LATEST upgrade alone, which was increased by 7%, then...

$17.7 mill = 10.4 mill, less 30% tax = 7.3 mill / 99 mill shares = 7.4p EPS x 15 multiple = 111p.

HOWEVER 2.......Maintained growth rate now warrants a multiple of 20x and liklihood is that 06/07 earnings will actually be upgraded by 15%.....

$187.97 mill = 11.2 mill, less 30% tax = 7.84 mill / 99 mill shares = 7.92p EPS x 20 multiple = 158p

150 target by end 06 is reasonable. 100p by mid year is equally so. Any BIG contract win ($50 million ish) will see 200p easily.

IMO, DYOR, NAG etc

The shaking's not working, more buys than sells now.
Hold on tight boys and girls.

Ted very rough and quick figures :

Rollover of 15K is 30K of volume.

Approx over 60K are sells and approx over 100K are buys.

The drop in the price means yes, tree shaking ahead of results next week, expect it to bounce back later this week, strongly.

I am not expecting too much retrace, as you can see today there was a rollover, and the MM's know when more are coming, so they will naturally (esp after a rally) put the price down so those on T trades if they sell get a low price. Opportunistic MM's will not miss a chance for picking up T trade sells at a low price, it all depends now on how many T's come due this week, and how much buying pressure they get hit with, they can only try this on T trades if they do not end up getting short on stock of course.

For those who can and like to be contrarian, now is the time to buy in more, as the chance on this retrace will not last long I think.

I value your expertise on this stock PP. Thinking ahead to the results how much of the new business and therefore profit is in the current sp do you think?

coeliac1, I would say not much. If you take the calculations in post 96, you can see there is plenty more to add in. At present stage with no further confirmed contract news, I would say fair value at 100p, so at 65p, there is pleny in the tank, and of course, some more contract news will expand the tank.

ok PP, thanks. I feel comfortable with this stock and have at last taken the plunge.
Here's hoping.

C

Welcome on board coeliac1.

L2 is 4 v 1 so its strong and we could be moving up again late afternoon or tomorrow, results next week as well, and those results, being the first full year ones, and also being a maiden div, should draw much wider appeal to LEAD.

I don't have L2 so 4 v 1 is lost on me. I have looked at the fundamentals too, and that, together with the upward general momentum, gives me an optimistic feeling.

4 v 1 means its strong, and buys can easily move the price up.

Looking forward to next week with this.