Leadcom Integrated Solutions Share Discussion Threads

[njp] 29/4/2008 09:42

Perhaps they're still scratching their collective heads and wondering why they should proceed with gifting LEAD $10-15m at 31p per share when the current price is half that. Lets face it, if it does go ahead, it's hardly likely to be on the original terms.

[gryphon2] 29/4/2008 08:22

well Old lane have not pulled out .. this is interesting. I suspect that there is something likely to happen this month that will move things one way or the other.

It could be a big contract .. if Lead com gets it Old lane will invest if not old lane walks away and our shares go down the tubes.. anyone feeeling brave might top up now.

on the positive side this company hjas been around a long time on the negative it has made some real errors in the last 12 months

[papalpower] 29/4/2008 07:18

Leadcom Integrated Solutions Ltd


April 28, 2008, Hod Hasharon, Israel - Leadcom Integrated Solutions Ltd.
('Leadcom' or 'the Company', AIM: LEAD), a leading international provider of
innovative telecommunication solutions, announces that following the statement
made on March 12, 2008, the Company and Old Lane (UK) LLP ('Old Lane') have
agreed to extend the Due Diligence process, until May 30, 2008.

-0-
*T
Enquiries:

Yael Margoninsky - Leadcom
Tel: [phone]

Andrew Godber - Panmure Gordon
Direct: [phone]
*T

[papalpower] 28/4/2008 09:59

longsight, please find a post from me "recommending" people to spread bet. Have I told people to go out and do it ?



longsight - 28 Apr'08 - 09:32 - 119 of 119 (premium)

I think the main point against pp's generalised argument, namely: never fall in love with a share just trade it on the ups & downs, is this: The FT informs me that just 1 in 5 of PIs using spread betting make money from it. Think about it.

Now pp maybe in that unusual 20% - though I've seen no evidence of this - but if he is then he is an arrogant so & so to recommend spread betting to everyone else repeatedly. Statistics clearly show that long term holders outperform short traders - including in bear markets. So, facts are facts - pp's methods are proven losers for 80% of us.

[longsight] 28/4/2008 09:32

I think the main point against pp's generalised argument, namely: never fall in love with a share just trade it on the ups & downs, is this: The FT informs me that just 1 in 5 of PIs using spread betting make money from it. Think about it.

Now pp maybe in that unusual 20% - though I've seen no evidence of this - but if he is then he is an arrogant so & so to recommend spread betting to everyone else repeatedly. Statistics clearly show that long term holders outperform short traders - including in bear markets. So, facts are facts - pp's methods are proven losers for 80% of us.

[papalpower] 24/4/2008 14:01

Strange, lots of O sells today.........

Wonder if some people have been informed of bad news coming, and so are bailing out whatever they have ?????

Might be a bad omen............

[papalpower] 22/4/2008 15:10

1 million volume today, and the buyer is back with plenty of buys on the bid side placed.

[lqs] 21/4/2008 10:50

I find it amazing PapalPower still on here claiming hes been shorting it and lo and behold gone long again. He was pumping it at 70p only 6 months or so ago and having a go at people who sold out!

[gryphon2] 17/4/2008 08:34

someone nibbling away at 15.75

agree pp it seems totally unreasonable that a company can be destroyed by being prevented from raising money by a new issue just because somone decides to sell a shedload of shares that they do not own!

[papalpower] 17/4/2008 08:15

Its a strategic investment, as opposed to just wanting a few million. Yes they might be picking some up now as well.

Stock markets were originally set up for the very purpose of strategic investments and supporting companies - as opposed to what is now simply a way to make money at the expense of companies being diluted to hell. It would be nice to see the stock market working in the way it was devised to, as in support.................we will have to wait and see.

[gryphon2] 17/4/2008 08:08

but why would old lane pay 31p if it can get 3million for 15p?!

[papalpower] 17/4/2008 07:03

Well, if someone is desperate to sell, the last thing you do is offer to buy them.

If they are desperate, they will take any price, be it 15p, or 10p or 5p.

Why bother to try to buy from a desperate seller ?

Old Lane could well have been buying, but I think not, more likely Electra and Pamplona..........imv.

[gryphon2] 17/4/2008 06:53

why don';t they sell them to old lane?!

[papalpower] 16/4/2008 13:05

Haywards, with another 3m+ in Rathbones holding, going to take some time to clear that lot out as well.

[papalpower] 16/4/2008 12:42

Perhaps Rathbones got themselves into a liquidity pickle then ?

[february 30th] 16/4/2008 12:36

Rathbones also sold out of Ardana (ARA) recently. Ardana, though now appearing to recover a bit, has fallen massively in price.

[papalpower] 16/4/2008 12:14

Rathbones is the "distressed seller" ????????

[papalpower] 16/4/2008 07:09

It often happens that investment companies pay more as opposed to less. They generally only pay less if the company is in "distress" (which LEAD have so far said they are not) and needs the cash urgently.

Leadcom (so far) are saying they are not in distress, and would like the money to pursue the massive amount of additional opportunities in India.

Therefore, paying well over the present share price is very viable and not strange.

The question remains, is the company in "distress" - if yes then the selling going on is potentially "in the know" and all will be revealed.

If not, then the present selling is somewhat strange, but given the need to take cash where liquidity allows (and lets face it millions and millions of Leadcom shares have been traded, and so its very very liquid unlike most AIM stocks where a few hundred K is the max)

[papalpower] 16/4/2008 04:58

Old Lane LLP are getting very much "into India" and through the official routes as opposed to the backdoor way. They will no doubt see the potential for Leadcom India, and may as yet still be willing to inject those funds at the agreed price.

So, you never know..........maybe, maybe not.




Hedge funds face India exposure capAds By Google Vyas Mohan, Hindustan Times
Mumbai, February 19, 2008

The Securities and Exchange Board of India (SEBI) is expected to come out with guidelines for hedge funds' operations in the domestic markets soon. The market regulator may allow single hedge funds invest only 49 per cent of its investment corpus in India.

"We are looking to provide a broad-based, registered and regulated platform to these entities depending on their individual track records," a highly placed official in Sebi told Hindustan Times.

Hedge funds are aggressively managed portfolio investments that use strategies like leveraging, taking long or short and derivative positions in the markets in order to make high returns.

Several well-known hedge funds have already been granted entry into the Indian stock markets, a few months after the market regulator imposed curbs on participatory note investments.

The previous Sebi Chairman M Damodaran used to reiterate it time and again that the regulator was more confortable with hedge funds coming into the domestic market through the front door (as registered entities).

According to the source, new hedge fund registrations in the domestic market will be based on the funds' track record.

"In case of newly set up hedge funds, they will be given an entry if its fund manager has a good one-year track record," the source said.

The recent fast-track registration mode thrown open for foreign investors after they were told to wind up contracts built up with derivatives as underlying through the participatory note route, has already seen a few prominent hedge funds like the Old Lane LLP (a Citigroup fund) register their names with the regulator.

"We have registered around 200 foreign institutional investors in the last two months, among which there are at least 20 hedge fund names," the Sebi official said.

[papalpower] 16/4/2008 02:13

NJP, you pay your money, you take your ride. I am still holding and enjoy the risk/reward ratio. Old Lane, a key question, are they going to be supportive ? or will they pull the deal as it was only to try to entice Electra into paying more ?

Old Lane was announced on 12th of March, and so we should hear about that in May too (45 working days DD is 9 weeks)


Haywards, the only guidance for Q1 results is the time taken for Q3, therefore they should be some time in early to mid May if it follows the same timescales.

[haywards26] 15/4/2008 18:36

Would be very disappointed to see a hostile takeover!! Is a possability, especially with not many significant major shareholders.

I am still hoping for the Old Lane investment to be confirmed, as any break off from the due dilligence process would have to be announcement immediatley, so must still be ongoing. Plus the qtr 1 trading update to be a return to profitability.

Do find it hard to imagine, there will be yet another profit warning. But is not impossible. I don't think Lead could recover from such.

Talking of such the qtr 1 2007 trading update was 12th April, we must be due the 2008 qtr 1 update anytime now.