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

Saintserf, they are joint broker along with Corporate Synergy, both Altium and CS research reports are in the header.

This seems a very good buy ahead of news as it is running on a low PER at the moment which is very low when taking a forward view of events and appears to have the equivalent "of striking oil" in the form of India news. I shall be with you PP for the rest of this year at Leadcom.

Hi B2B, good to see you here. I look at Leadcom as a very safe investment at present prices. The PER ratio is very low for a growth company as you note, and with such potential in the pipeline to explode earnings, it should be a great few months ahead, and in fact, a good few years ahead for Leadcom.

Oversold today, but the insti's will not complain, a 125K MM buy near the end there, so someone was hoovering up stock (also a 257.5K X trade on TMC at the end)

Absolute bargain at these levels, it was undervalued at 90p, has a "conservative" price target of 105p by Altium, and has the potential of a multi billion dollar order at the end of the this month/June that is not even noted on the price target or brokers report.........

This should have a very big bounce upwards very soon I think !

Yeah but I can't understand why its been marked down so much today.

I think a lot of margined positions, and they have been taken out today (in this kind of market you would expect the SB firms to want profits and so to put clients near to closing under extreme pressure by knocking out stop losses), easy money.

Would expect tomorrow to be stable at the end, if not up.......

Sorry I'm a bit confused by this. Do the Spread betting firms have their own prices regardless of the quoted market prices? So that if Lead is quoting at say 78 p on the markets they can quote the price as 75 or 74p if they know a lot of clients have stop losses a bit lower. Because not all clients will have stops at the same level, eg. 10- 15% down. I thought there was one set of prices , the markets, which the SB firms take their cue from, not their own prices. I'm probably wrong on this.

SB firms have their own internal prices, and these are the ones that trip stop losses. However, they are in line (sometimes ;) ) with market prices.

However, for a SB firm to offer SB on a company, they own stock in the company, and will buy more or sell it to cover their positions. However, in a bad market they might of course sell some of their holding to further weaken a price as when margins grow, they are making profits. They have software and systems that constantly monitor their exposure and can trade in the market to cover or counter positions to maximiise profits for the SB firm.

Here is a good summary, and do not forget the India multi-billion dolar deal due for negotiation end of this month.

Masurenguy - 16 May'06 - 23:01 - 859 of 859

Just worth reviewing the key points in the last quaterly update (below).

1. Existing 2007 orders totalled $80m as at 31/3/06
2. Pipeline of opportunities exceeded $300m
3. A JV with an established local Telecoms supplier in India is being established.
4. Leadcom announces first small Indian project for network planning and optimization services. This was sub contracted from a leading global equipment vendor partner. Also currently bidding for several additional opportunities in this market.
5. Over 90% of the company shares are now held by financial and institutional investors following the March placing by the founder shareholders.

..................................................................................

31 March 2006 - TRADING UPDATE

The Company has continued to experience the successful growth trends of 2005, with turnover for Q1 2006 expected to range from US$30m to US$31m and also anticipates that the growth trends will continue throughout the current year.
The improvement in profitability achieved throughout 2005 has been maintained and management expects Q1 normalised PBT margins of approximately 11%.

The Companys order book of signed orders and frame agreements for the remainder of 2006 currently stands at approximately US$80 million including recently announced orders. In addition, the pipeline of opportunities exceeds US$300m. Management is confident that the Company's normal conversion rate will apply to the pipeline, part of which should convert in the current year but the majority falling into 2007. During the first quarter, the Company was awarded projects in countries such as Gabon, Tanzania, the Democratic Republic of Congo, Colombia, Argentina, Russia, Honduras, Haiti, Costa Rica, Chile and France. A number of these projects were with new customers and partners.

The Company is in the process of establishing a local presence in India, through the formation of a 51% joint venture investment with a well established local telecoms service provider. Furthermore, Leadcom is announcing its first project in India for the supply of network planning and optimization services. This project was awarded by one the leading global equipment vendors with whom Leadcom has an established relationship. Although relatively small in financial terms, it is a challenging opportunity for the Company in scope and location. Leadcom is currently bidding for several additional opportunities in this market.

The Company is delighted that following the announcement of its 2005 preliminary results, strong investor demand enabled the placing of approximately 42% of the shares in the Company held by the founding shareholders with a broad range of institutional shareholders. The placing has resulted in a significant increase in liquidity in the Companys shares, of which over 90% are now held by financial and institutional investors. Leadcom is very pleased with the support received from shareholders (both existing and new) and management is committed to continue validating the trust invested.

Looking ready for a good run, and if it times in well with the Indian tender on the 31st of May, it could be like a catapult for Lead, well, thats the plan :)

Better to have a plan than not, although most plans don't withstand first contact with the enemy (MMs)!
LEAD appear to be doing all the right groundwork to take best advantage of the India market. Should be a cracking few months to come. :-)

It should be silvermede, all thats happening now is that the MM's/IG/Spreadex are taking out all the long spreadbet positions and then when they are done we should bounce hard and fast up to 90p and then beyond in India news :)

Looks like its now at the bottom and ready to start moving back up, if not today, then next week for sure I think !

Hot money out, now is the time to get in cheap !

Stopped the fall today and moved back up.

L2 is 3 v 1 now and given the event on the 31st of May, we should see this start to build back up from next week now, as anytime in June could come that morning RNS with some very big news :)

MM buy of 50K there

L2 now 2 v 1 @69/70

Another 50K MM buy as well :)

Altium look like they have a buy order to fill, and that might explain the mornings movements.

Triple witching on the DOW today, so do not expect any US recovery until Monday I think. Monday morning might be some last shakes, if at all, but from the late afternoon we should see a rally start for the week on the UK markets.

Are you sure one can read much into mms buying? I thought mms buy from one another if they're short of stock but it doesn't necessarily mean they think the share price is going to rise, maybe I'm wrong. Do you think it means that they believe there's going to be a demand for the share and they will be able to sell them on at a profit to investors in the future?

SS, by the way Altium were buying and moving upwards, it should mean they are filling an order. There was no large trade to account for their buys, so that means there should be more buying to coming, which either means they will take PI sells as the price is rising, or will buy from other MM's as the prices rises.

Fingers crossed.