Leadcom Integrated Solutions Share Discussion Threads

[haywards26] 16/10/2008 14:49

My thoughts exactly PPP2009. The major concern here is the debt, but hopefully a return to respectable margins and lower interest rates shall help ease the debt burden.

I posted the below on the other Leadcom thread last night.

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More new contract wins announced. Making that over $13 million in two weeks.

The next quarters results will be interesting, as would hope the expenses of restructuring, and return of more respectable margins should bring about the years first respectable profit.

At under 8p these shares seem too cheap, even with the cash position concerns. My target 20p with my full year revenue of $315 million +

Continued strengthening of the dollar also helps to for the year end EPS figures.

Hopefully the worst is now over and the coming months will start to see the benefit of the recent changes,management scrutiny and increased control measures.

What are others thoughts?

[marycurer] 16/10/2008 11:30

Is PapalPower in any position to give advice on shares

[stewpot2] 16/10/2008 09:45

They are still a massive gamble with that level of debt, but with interest rates coming down and sympathetic bankers they have got a chance.

[ppp2009] 16/10/2008 08:33

From anther board, as someone asked me to look at it.


I have had a look at LEADCOM, and to me it looks like they have done all the hard and nasty work of downsizing already, before the credit crisis.

If this was done right, and it appears to have been done so, then Q3 and Q4 should see a decent profit made.

They may have been lucky in that they have done all the hard work (downsizing, laying off etc..) before the credit crisis.

If they are lucky then going forward they could well now deliver strong results and be in a very good position, whereas other companies have to go through the pain of downsizing and slowing growth.

Therefore, the debt is a concern, as is any impact on their credit lines, but if they remain fine, then there could be a significant turn around here. Risky, yes, potential, lots of it.

Q3 results will give the guidance everyone needs.

On a PSR basis, it must be about 0.1, which means price to sales this is a raging buy (ignoring the debt - if you dare to).

[haywards26] 15/10/2008 23:04

More new contract wins announced. Making that over $13 million in two weeks.

The next quarters results will be interesting, as would hope the expenses of restructuring, and return of more respectable margins should bring about the years first respectable profit.

At under 8p these shares seem too cheap, even with the cash position concerns. My target 20p with my full year revenue of $315 million +

Continued strengthening of the dollar also helps to for the year end EPS figures.

Hopefully the worst is now over and the coming months will start to see the benefit of the recent changes,management scrutiny and increased control measures.

What are others thoughts?

[yobstol] 11/10/2008 20:34

What did I say in post 184 ?

GLUG, GLUG, GLUG... PMSL

[marycurer] 11/10/2008 18:58

UPDATE ON SOME PAPAL RAMPS

[corporate cruscader] 11/10/2008 12:26

Another PP dog about to be flushed down the pan.

[hassythebeast1] 10/10/2008 18:47

Another fantastic papalpower tip by all accounts

[haywards26] 10/10/2008 17:27

I can't see Leadcom going bust!! They are not loss making and have positive cashflow. Worst case is a lender of their goes bust and the loan is called in immediately. Or a predator tries to acquire majority shares at this low point.

Seems to be all companies that have either funding requirements or large loan liabilities at this time are being slaughtered due to ecomomic position we face

[stewpot2] 10/10/2008 16:22

Oh dear, bye bye Leadcom.

[yorked] 10/10/2008 12:49

85K sell at 5p? Someone needs the cash! The offer price is now 5.5p and a market cap of £6.6m!!!

[pelleeds1980] 10/10/2008 10:28

Anybody care about this? Down loads Ive got some from 70p days

[masurenguy] 02/10/2008 10:08

It is a shame to see that the current market cap of £14.4m is now less than half of the market cap (£31m) when they first listed on AIM, some 3 1/2 years ago in April 2005, at a placing price of 32p per share.

[wester] 28/9/2008 22:03

Papal infallibility. Well thank the Lord (so to speak) for richard dawkins !

[egoi] 27/8/2008 11:01

Another banking covenant breached. Can't survive much longer like this surely? - I warned this might happen almost a year ago