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

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.

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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.

Yet more Indian growth, as BPL readies billions of dollars for investment in new networks.


http://www.business-standard.com/common/news_article.php?leftnm=lmnu1&subLeft=1&autono=311826&tab=r


BPL Mobile readies $2.5 bn war chest

Rajesh S Kurup / Mumbai January 28, 2008

The company is exploring fund raising options to start services in 22 circles in the next two years.

The spectrum deadlock not withstanding, BPL Mobile - one of Indias first mobile-phone service providers - is readying a $2.5 billion war chest for starting services in the remaining 22 circles in the next two years.

The company, which is exploring various options of raising funds (equity as well as debt), is mulling the option of a public float.

BPL Mobile, which operates in Mumbai (Maharashtra), Goa, Pondicherry, Kerala and Tamil Nadu with a network spanning 207 cities, is also looking at roping in an equity partner for the pan-India foray and is believed to have started discussions with potential partners.

The company was recently awarded letters of intent (LoI) to commence operations in the remaining 22 circles.

Confirming the development, Director and Chief Executive Officer (CEO) S Subramaniam said: We have received the LoIs and paid licence fees for starting the mobile operations across the country. Now, we are getting our financials tied up, while we await spectrum allocation.

The company would have to spend around $2.5 billion initially to commence and run the operations, which is calculated on the basis of a capital expenditure (capex) of $70-80 per new customer. The company is looking to commence operations with a minimum of one million subscribers a circle.

Further, funds are required to roll out its services, putting up BTSes and other equipment, and also for leasing of infrastructure, according to Subramaniam.

However, rolling out of the services depends on the allocation of licence and subsequent disbursal of spectrum, he added.

The company is also planning to install 600 new towers by 2008-end, taking the total number to 1,700.

The company has 1.3 million subscribers in the country.

BPL, in which the Ruias-owned Essar Group holds a minority stake, has applied for the pan-India licence through Loop Telecom (formerly ShippingStop.com), its wholly owned subsidiary. The ownership of the company is under arbitration.

Looks to be more than the market malaise responsible here, any ideas?
2517

The support of 41p has been broken without any difficulty...looks like a SELL from now.

The seller seems to want out regardless of price, so I think everyone is now letting them sell down.

No trading update, no news on results...........does not bode well for the results, but I am expecting them to be worse than broker forecasts.......so it would not be a surprise if they are very bad really. :)

They are bad, they're forecasting a $5m - $6m loss for 2007.
2517

34p now.

This company are really dissapointing me, alot of promise lets hope the seller's got it wrong.

PP suggest you update the heading.

Growing pains more like!!

SP slipping away now lower than issue price in 2005. Draw your own conclusions.

Papalpower, LEAD has no hope now. Really disappointing...closed at 31p.

Here's why, Made a loss for year!! Expects next year to be better!! heard it all before, these things come in 3's right? Lets hope I'm wrong.

Leadcom Announces Lower Margins for Q4 and Full Year 2007 and Announces a US$35 Million Follow Up Award in India


February 5, 2007, Hod Hasharon, Israel - Leadcom Integrated Solutions Ltd. ('Leadcom' or 'the Company', AIM: LEAD), a leading international provider of innovative telecommunication solutions informs that, subject to the final audited results, the Company expects to report normalized operating margin (from continuing operations) significantly below market expectations for Q4 and full year of 2007.

Lower Margins for Q4 and Full Year 2007
The Company expects to report revenues of approximately US$200 million excluding the discontinued operation in CALA (approximately US$225 million including it), normalized operating profit margin (from continuing operations) in the range of 6% to 6.5% and net profit (from continuing operations) of US$3-4 million in 2007. Management has decided to employ conservative approach towards the collection of payment for work done in the CALA discontinued operations. Therefore, we have provided for approximately US$9 million for the loss from discontinued operations. As a result, we expect to report a net total loss of US$5 to 6 million for the entire Company in 2007.

The reasons for these results were: the discontinuation of engagements with a leading vendor in CALA, as discussed in the Q3 2007 results, has resulted in a higher loss than initially anticipated; engagements with other customers in CALA generated lower margins than expected; the inclusion of Ytelcom financial results in Leadcom's accounts for the first time and the implementation of IFRS accounting rules at Ytelcom required adoption of revenue recognition policies which led to postponing both certain revenues and profit into the first half of 2008; and an over-run of costs in one of the Leadcom's projects in Africa.

Full financial and operating results for Q4 and full year 2007 will be published on February 25, 2007.


Largest Ever Single Award

Leadcom also announces today that it received a follow-up award from an existing customer of the Company, a leading cellular operator in India.

This project is on Full Turnkey basis, for the delivery of products and services pertaining to construction of telecom sites in a circle in which Leadcom has already rendered services to this customer, as well as in two new circles.

The value of this award, the largest ever received by the Company, is expected to exceed US$35 million. The majority of the revenues from this award are anticipated to be recognized in the first half of 2008. This will set the order book in India for 2008 to above US$50 million.

Arik Alcalay, Leadcom's CEO, commented: "We are disappointed with our overall performance in 2007. We failed to translate the considerable growth in revenues into the target net margins and profitability. We are determined to take all necessary actions to restore our performance and profitability and regain the confidence of our shareholders."