Leadcom Integrated Solutions Share Discussion Threads

[papalpower] 17/7/2008 08:53

Now a triple bottom on the charts after the move back up yesterday.

[papalpower] 16/7/2008 15:59

babysitter, sadly there are many companies were this goes on. Nice to see the directors got a good kicking from shareholders here.

[babysitter] 16/7/2008 07:31

have not been on this board for a long time, PP will remember me from the 70p days. however, had an email informing me of a change in the resolutions for the coming AGM. turns out the top two men wanted to pass a resolution that will award them a bonus for 2008 ????????????>?????????????>>>??????????

the propsals were thrown out following consultations with shareholders.

words fail me, 2008 - bonus???

[haywards26] 11/7/2008 13:58

I do like the line in regards to GS rating Lead as a bargain. I personally think 30p value here would be fair at present!

[papalpower] 11/7/2008 11:30

I think its a bargain too so GS can join the club. Myself holding at 19p average, time will tell if this will make me a few bob or not from 19p :)




Goldman Sachs builds Leadcom stake

Tali Tsipori 10 Jul 08 17:15

Goldman Sachs International has become a party at interest in Leadcom Integrated Solutions Ltd. (AIM: LEAD), after acquiring 4.9 millions shares in the company, amounting to 4.11% of its share capital.

London's Alternative Investment Market (AIM) regulations stipulate a 3% threshold for becoming a party at interest in a company.

Goldman Sachs considers Leadcom, which builds communications networks for cellular operators, a bargain at its current price. The share has fallen 67% since January to give a company value of $44 million. The share is down 74% from a year ago, and down 80% from its peak price. Goldman Sachs' holding is currently worth $1.8 million.

Published by Globes [online], Israel business news - www.globes-online.com - on July 10, 2008

[papalpower] 10/7/2008 14:14

My holding is presently at 19p as very well documented on here.

Who purchased this at 30p ??????? You ?

[dorset64] 10/7/2008 14:06

papalpower 'A fall back to 15p would be good for me, I might get some more'.


Another one of your great buys I see pp. Buy first at 30p, wait till it drops to below 15p then buy some more. INCREDIBLE PP you are the best.

Dorset

[papalpower] 10/7/2008 14:03

Yes, it also appears the seller is not a "distressed seller". The buyer has been offering to buy 200K and other large lumps at higher prices than today on the way up, the seller refused to fill.

So its no surprise now the buyer pulls the plug and lets the seller chase the price down.

If they are not distressed, as it appears they are not, then let them drop the price back, makes sense.

A fall back to 15p would be good for me, I might get some more.

[haywards26] 10/7/2008 12:56

Good news, that a new institution has taken a significant holding, they must see value here :)

[papalpower] 10/7/2008 10:54

New major holder :

Leadcom Integrated Solutions Ltd


Holding in Company

July 10, 2008, Hod Hasharon, Israel - Leadcom Integrated Solutions Ltd.
('Leadcom' or 'the Company'), (AIM: LEAD), was notified on 9 July, 2008 that
Goldman Sachs International holds 4,949,422 of Leadcom's ordinary shares,
representing approximately 4.11% of the Company's issued ordinary share capital. The Goldman Sachs Group Inc. is the ultimate parent of Goldman Sachs
International.

Enquiries:

Yael Margoninsky - Leadcom

Tel: [phone]

[papalpower] 08/7/2008 10:15

Bit of blue.

Seller has some to sell at 20.75p and 21p which is holding the price down at this level presently.

[marycurer] 04/7/2008 00:44

another comical post from the resident know it all. perhaps its time to post the table again to see how well his investments are doing.







PapalPower - 4 Jul'08 - 00:33 - 8802 of 8802

If anyone is looking at buying then yes, wait for 20p levels if its possible, if not say 25p perhaps, imv

Looks a good entry point for a speculative punt.

Markets should have a hell of a lot more to fall. The job lay off's are only just starting. House prices falling, cost of living rising, people losing their jobs, the little PI loved "AIM" stocks are going to get sold down all summer long and maybe Autumn too....... AIM stocks need private investor money, if the PI's are pulling money out of stocks as times get tough, falls on AIM stocks are always massive compare to main markets, thats the trouble with AIM, and also, they do not rise until the main markets have already risen and becoming stale.

Don't get ramped into little AIM stocks, they might be 12 months away from recovering, maybe more.........thats the risk.

So there should be lots of downside to come.

[madalex] 03/7/2008 12:23

More violence in Israel yesterday.

IMHO worrying times ahead.

Worst place to invest would be in an Israeli stock.

[madalex] 03/7/2008 11:30

And there she goes down again as predicted.

The ramper on his other thread has tried to tempt a few lemmings in.

He wants to get the share price upto 30p so he can bail out !!

Inflation running rampant in India.
Wages going up in India.
The exchange rate with India dropping like a stone.

Who would invest in a company who is planning their survival on their Indian contracts ?

Waiting for the 3rd profit warning to come...

[papalpower] 01/7/2008 22:59

Nearly, not quite.

Seller appears to have a few lumps to sell at 22.5p, 23p, 24p etc...

So its going to be slow going while the buyer picks this up ?????

[papalpower] 01/7/2008 12:22

Did not get 23p bid yesterday, try again today then.

[papalpower] 01/7/2008 00:28

Haywards, they were cash positive at Q1, even after all the restructuring costs, so a policy of concentrating only on higher margin work should see them much more cash positive for Q2 and Q3 and so the ratio's might come right and the breach be unbreached naturally.

[haywards26] 30/6/2008 13:07

What would be nice is a juicy contract win announcement :)

I am looking forward to the interims to see how Leads balance sheet is looking. Previously they mentioned banking convenants being breached, but have not released anything to say what the latest is on these.

[papalpower] 30/6/2008 11:30

Go LEAD go........buyer with over 100K on the bid at 22p, we might see 23p today even :)

[papalpower] 30/6/2008 11:14

Every little tick up helps, and its actually making a kind of upwards trend now.

My main holding is at 19p so any moves up now add to nice profits, and a few Dec spread bets are on from 17p, so it all adds up nicely.

The seller certainly looks to be holding off (for now) so we might get to say 23p before they start again ?

Who knows.

[papalpower] 30/6/2008 09:44

Nice its blue again.

[papalpower] 28/6/2008 05:53

A worry will be the increasing costs of steel though, however, given the base level at which the seller has forced this down to, it could certainly be seen as cheap if you so wanted to.

Q2 should see the benefits of the changes in Q1 filtering through, along with Q3, so I think results will only get better and better now (steel issues ignored), and its the ideal time to now do the TASE listing.

[february 30th] 28/6/2008 01:06

It would appear that developing markets are being influenced by high inflation. Still, Leadcom seems pretty cheap, though I sold out in the early 40s.