Posted: 05-Nov-05 at 08:48 | IP Logged

The last brokers note is the 5th Sept but you need to add in the latest trading update in the first post, plenty of room for upgrades.

http://www.leadcom-is.com/Admin/Investors/UploadPics/brokers %20Note.pdf

Posted: 06-Nov-05 at 12:27 | IP Logged

Interview with Ari Alcalay Oct 26th 2005 available here;

http://www.wallstreetreporter.com/profiles/LeadcomIntegrated Solutions.html

Towards the end he refers to ongoing anticipated 50% year on year turnover increase due to Leadcoms prescence in the emerging telecoms markets.

Posted: 09-Nov-05 at 11:37 | IP Logged

Very interesting but any guesses of who and what ?

Leadcom to make maiden acquisition (Israel)

Leadcom, the Israeli telecoms company, is planning to use some of the proceeds from its spring IPO to make its first acquisitions. The company, which...

http://www.telecomfinance.com/nodes/TelecomFinance-news-upda te/Telecom-Finance-Issue-127/Africa--Middle-East/Leadcom-to- make-maiden-acquisition.html;jsessionid=11316CEE4A011D56EA07 88BB15AA0D3A

Posted: 22-Nov-05 at 14:21 | IP Logged

Some big buys today (650K X and 150K T) and now its woken up and moving.

Rumours of 2 big contracts in the offing, and also we know the Dec trading update is due in the next few weeks.

Could move up well.

Posted: 26-Nov-05 at 11:17 | IP Logged

IC had an article on Israeli shares yesterday, here is an extract of that article which mentions Leadcom (www.investorschronicle.co.uk)

Leadcom - the best performer

Telecoms services provider Leadcom is the best-performing share of all the Israeli stocks that we have looked at. It made its debut on the markets in April at 32p, and now stands 59 per cent higher at 51p.
Chief executive Arik Alcalay says that his company's performance is down to a number of factors. The first of these is valuation. Leadcom came to market at 18 times earnings, a respectable rating for a fast-growing company in the telecoms services sector. "It was a commercially-priced proposal," he says. "We wanted our investors to make money as well." But for Mr Alcalay, initial valuation is soon superseded by the firm's trading performance. "We delivered what we had promised. Obviously, the market was suspicious before the first results came out - once our interims were published that suspicion cleared."
"To me, it is all about delivery - if a company performs as it should, the share price will follow," he says.
Leadcom's maiden interims, for the first half of this year, make impressive reading, with revenues up 61 per cent and gross profit up 125 per cent. And the company made its first substantial bottom-line profit - $4m as opposed to $414,000 in the previous year. But Mr Alcalay is quick to point out that the results are no one-off. This is Leadcom's fourth consecutive year of top-line growth, and seventh consecutive quarter of profit increases. The current year is offering yet more opportunities, as new technologies - requiring new infrastructure - arrive in the emerging markets that Leadcom services, and as its established presence on the ground leads to new opportunities and clients. It has now added Siemens, Motorola and Alcatel to its list of partners. "The growth pattern," says Mr Alcalay, "is here to stay."

Posted: 11-Dec-05 at 06:24 | IP Logged

Should be a big week for LEAD.

We have an EGM statement and also the big one, the expected Q4 trading update, which should, we all hope, be very good and confirm yet more growth in earnings for LEAD.

This statement will set the tone for 2006, which should be another year of big growth.