Henderson Opportunities Share Discussion Threads

[holdontight] 25/10/2005 08:58

RNS Number:0736T
Leadcom Integrated Solutions Ltd
25 October 2005

Leadcom Integrated Solutions Ltd.
("Leadcom" or "the Company")
Trading Update

Leadcom Integrated Solutions Ltd. - the international telecommunications service
provider, is pleased to provide the following update on trading for the 3 months
ended 30 September 2005.


The Company has continued the successful growth trends demonstrated in the first
half, with turnover for Q3/2005 of approximately $24m (as per the Company's
internal reports); this establishes a total turnover for the 9 months ended 30
September 2005 of $71m.

The Company's ongoing improvement in profitability seen throughout H1/2005 has
continued in the third quarter with a normalised PBT of $2.7m; this establishes
together with H1/2005, a total normalised PBT of $7.5m for the 9 months ended 30
September 2005, representing a normalised PBT margin of 10.5%.

Leadcom's order-book continues to improve which bodes well for 2006.

Management anticipates that during the course of the second week of December
2005, the Company shall provide an update on trading in advance of its year-end
results for the twelve months ending 31 December 2005, together with its
guidance for FY2006.

[holdontight] 24/10/2005 21:39

MTT added to watch list today.

[holdontight] 22/10/2005 00:19

Excellent coverage on LEAD by Corporate Synergy:



I can see these at £2+ within 12 mnths....especially if Nas listing happens, as expected

[holdontight] 20/10/2005 13:27

r33 - take a look at PST - appears significantly undervalued to me

[fibbinarchi] 20/10/2005 07:55

Good open thread, keep it up.

[r33skyline] 20/10/2005 01:29

None at present

Sold OXB BFC and VTI to add to LBG !

[holdontight] 20/10/2005 01:22

what are your OTHER investments/holdings ?

[r33skyline] 20/10/2005 01:13

Holdon

Im not loaded but LGB is a large investment for me

Maybe to large !

[holdontight] 20/10/2005 01:01

Well, unless you are loaded, I hope LGB works out for you !! But if it does, I suggetst changing your name to R007Vantage; if it doesn't, P45Skyline

[holdontight] 20/10/2005 00:46

Sold a few AVM past few days and increased holdings in LEAD and PST. Had a bloody awful day today !!

[holdontight] 16/10/2005 20:14

Looking at bio-techs...like AZM, ACM and SKP....ANYONE CARE TO INLIGHTEN ME ON THOSE I HAVE MISSED WORTH LOOKING AT ?

[holdontight] 11/10/2005 23:24

Well, not an especially good week for me !!

AVM : consolidating, and still IMO a STRONG BUY on basis of increased prod, improved POG and hopefully increased reserves and resources
ITH : continued good news and contracts - HOLD
FIO : consolidating around 42p - STRONG BUY on basis of improved cost base and growing sales
BDI : slight fall since results, despite US contract wins - STRONG BUY
PST : now at 18p, with 2004 EPS of 2.5p.....cheap and STRONG BUY
ESY : SOLD - KEEP ON WATCH LIST (buy at 82p)
ADA : SOLD - KEEP ON WATCH LIST (buy at 70p)
LEAD : another good contract(s) win....great value...ADDED and STRONG BUY at 61p
CYH : SOLD
MCGN : SOLD - KEEP ON WATCH LIST (buy at 55p)
PET : SOLD - KEEP ON WATCH LIST (buy at 56p)
RDG : SOLD
TMG : A GAMBLE OF EVER THERE WAS ONE ON IMPROVED RAND POG....HUGE UPSIDE POTENTIAL BUT COULD GO BUST....I WOULD SAY A 20 BAGGER OR WRITE OFF WITHIN 2 YEARS.
ITM - bought and remain a BUY
TAG - bought and remain a BUY

[holdontight] 03/10/2005 23:26

GOOD NEWS UPDATE FROM LEAD.........

NEW CONTRACT WINS FOR LEADCOM INTEGRATED SOLUTIONS IN AFRICA

Following the announcement of its maiden results on 5 September and its
admission to AIM on 7 April earlier this year, Leadcom Integrated Solutions
(Leadcom) is pleased to advise that it has just won three new contracts in
Africa with a total value in excess of $10m.

Two of these contracts were awarded in countries in which Leadcom has on-going
operations, and the third is a new strategic country penetration. For all three
contracts Leadcom is supplying turnkey civil infrastructure solutions,
(equipment and services), including the planning, design, supply and
implementation of sites for three well-known cellular operators.

[holdontight] 03/10/2005 23:21

CWR also added

[holdontight] 03/10/2005 23:20

AMT added to watch list yesterday and ITM, VLR and RII added today.

PVR RNS today led to immediate sale by me, with loss accepted.....don't like bad news issued 24 working hrs after positive results..

[holdontight] 02/10/2005 12:57

BLZ added to watch list....seem to cheap and though share price appears in free fall, 130p could be bottom

[holdontight] 01/10/2005 10:32

Fair question. Sometimes I sell too early; sometimes too late. If my target for a stock is for it to treble fopm 50p say to 150p, and it then rises to 75p, then my trebler is now a doubler. If I then find another stock that I think could treble, then I have to sell the doubler to fund sometimes. Other than that, the obvious : news from co; market change; sentiment change etc etc

SOLD ESY @ 104P - not perticlularly great results and takeover rumours quashed
SOLD CYH @ 52P - I have a personal experince with this co that was not great...according to BB others have had same
SOLD PET @ 86P - more than doubled my initial investment and share price due a "pauser"
SOLD RDG @ 33P - my changed view on where $ and rand headed, short to medium term and my view that TMG better bet than RDG, so far as currency hedge concerned

Of couse I will continue to monitor all the above and may well buy back in the future. I continue to like ESY and PET especially.

[call-logger] 01/10/2005 10:02

holdontight

I realise views are constantly changing but what made you sell your holdings on the 26th at nowhere near your target price?

Is it "My target is 150% but if I make 30% I'm cashing in anyway"?

[holdontight] 30/9/2005 22:43

Purchased PVR today. Again, no sales to fund. Had to pay more than I had hoped to, but plenty more to come from them yet, potentially.

Good to see LND drop back a little....they remain on my watch list with :

CSB
MDS
EPD
WTV
NNG
MNS
PDG
CER
SOU

GMC removed from watch list.

[holdontight] 29/9/2005 13:19

Purchased TAG today. No sales, from cash reserves....now watching LND very closely.