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| Share Name | Share Symbol | Market | Stock Type |
|---|---|---|---|
| Invensys | ISYS | London | Ordinary Share |
| Price Change | Price Change % | Share Price | Last Trade
|
|
|---|---|---|---|---|
| 0.00 | 0.00% | 509.50 | 01:00:00 |
| Open Price | Low Price | High Price | Close Price | Previous Close |
|---|---|---|---|---|
| 509.50 | 509.50 |
| Top Posts |
|---|
Posted at 06/8/2013 09:55 by rumpelstiltskin2 might not be any mention in results, but there is a investor conference call and webcast at 7pm UK time. they will surely get asked about it |
Posted at 29/7/2013 16:34 by badwood DonkeystoneUs shareholders are never satisfied. Greed is a destructive force when it comes to investing. We are talking about 5% upside if Schneider bids against a massive downside if Schneider walks away!!! Hold or sell? It all depends on your appetite for risk and one's ability to control our natural greedy instincts. If you are a gambler then either hold or if you are feeling exceptionally reckless short Invensys. On the other hand if you are a more conservative investor sell 50% now. As for me, I am too optimistic for my own good. As I have been holding for 10 years I am going to wait a few more days as the odds favour Schneider tabling a bid. The only reason I didn't sell when the price was north of 500 was to see if other bids materialised, ever the optimist. Even if Schneider walks away some other company down the line will gobble up Invensys. It would just mean hanging on for a few more months or years. |
Posted at 29/7/2013 15:01 by rumpelstiltskin2 trades at a discount as presumably some investors wont be able to hold Schneider Electric shares. but once a bid is tabled you could start getting some investors using Invensys as a cheap way into Schneider. Schneider results on Wednesday will be interesting |
Posted at 15/7/2013 14:03 by jgp212 Here it is:-------------------- By Steve Moore - Friday 12 July 2013 Disclosure: I have no positions in any stocks mentioned, and no plans to initiate any positions within the next 72 hours. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from ShareProphets). I have no business relationship with any company whose stock is mentioned in this article. Back in March I commented on FTSE-250 provider of industrial software, systems and control equipment, Invensys plc (ISYS), concluding, with the shares at 366p, that "though there is macroeconomic risk, Invensys looks a solid large-cap investment proposition at current levels, with potential future takeover upside" see HERE. The 'potential takeover upside' note was derived from the company having announced last year that it had "been in highly preliminary discussions with third parties" and had "received a highly preliminary approach" from industry giant Emerson Electric Co, as well as comments from brokers Morgan Stanley (which considered the remaining assets in the Invensys portfolio as "potentially more attractive than those in (the since disposed of) rail systems, due to desirability of installed base and higher margin software") and Oriel ("the simple question" for potential acquirers from here "is 'can you afford the double whammy of missing out on the critical mass/synergy benefits and allowing a competitor to become much stronger?' Answer no"). The £1.742 billion disposal of the company's rail business to Siemens completed on 2nd May and Invensys has subsequently returned £625 million (76.7p per share) to shareholders. Alongside this, the company undertook a 4-for-5 share consolidation "in order to maintain (subject to normal market fluctuations) the market price for ordinary shares at approximately the same level as prevailed immediately prior to the implementation of the return of cash". The shares had since risen to close yesterday at 440.1p, though are now further ahead at 508p following an announcement that the company; "...has received an indicative offer from Schneider Electric SA of 505p per ordinary share (the 'offer price'), of which 319p per ordinary share is in cash and 186p per ordinary share is in new Schneider shares... the board of Invensys has indicated to Schneider that it is likely to recommend a firm offer at the offer price. Invensys and Schneider are in discussions about the details of the possible offer which is conditional on, amongst other things, diligence." This was swiftly followed by a statement from France-headquartered "...confirms that it is in the early stages of discussions with the board of directors of Invensys regarding a possible offer... Schneider Electric believes that the strategic and financial rationale for this transaction, if consummated, is compelling... The enlarged group would significantly expand its access to key electro-intensive segments where Schneider Electric offers leading low and medium voltage as well as energy management solutions. It would also gain a leading position in the fast-growing software business for industrial operational efficiency." The Invensys share price reaction today suggests the market believes other industry participants may be thinking along the (above noted) lines of Oriel and the Schneider statement certainly further emphasises the attractions of Invensys. However, the cautious investor should bear in mind that the current position is that "there can be no certainty that any firm offer will be made nor as to the terms on which any firm offer might be made", with due diligence still to be undertaken and other items agreed. Following today's announcement, Schneider is currently required to either announce a firm intention to make an offer for Invensys or announce that it does not intend to make an offer by no later than 5pm on 8th August. The Analysis & Comment section of ShareProphets is independent financial commentary. These blogs do not represent the opinions of ShareProphets Ltd. and does not therefore accept responsibility for or make any warranties in connection with or recommend that you or any third party rely on such information. The information available at ShareProphets.com is for your general information and use and is not intended to address your particular requirements. In particular, the information does not constitute any form of advice or recommendation by ShareProphets.com and is not intended to be relied upon by users in making (or refraining from making) any investment decisions. Get Alerts on ISYS |
Posted at 14/7/2013 07:26 by bigbigdave GE to crash bid battle for InvensysThe American giant considers trumping a French offer for the FTSE 250 industrial stalwart with a £3.5bn counterbid ONE of America's biggest companies is plotting a £3.5bn counterbid for Invensys that could trigger a transatlantic battle for the British industrial software company. General Electric is thought to be weighing a raid on Invensys that will trump last week's 505p- a-share proposal from France's Schneider Electric. Sources said an auction between two of the world's biggest industrial beasts could drive up the price to 550p, which would value Invensys at £3.6bn. GE, led by Jeff Immelt, has a stock market value of £162bn, while Schneider is worth £28bn. Schneider's informal offer of 505p comprises 319p in cash and 186p in new shares. It has until August 8 to make a formal offer. One source said Schneider's proposal was strong but a rival could trump it by offering a greater cash incentive. GE declined to comment. City sources cautioned that while it was "extremely interested" in Invensys, there was no certainty it would enter the bid race. Invensys's second-biggest shareholder stands to pocket a fortune from any deal. ValueAct, an activist American hedge fund, has amassed an 8% stake over seven months and Schneider's proposal would result in it making £100m on its shares - equivalent to nearly £1m every two days since it started buying last December. Its average purchase price is thought to have been between 330p and 340p. The hedge fund could make even more if GE raises the stakes with a blockbuster offer. ValueAct's stake-building, revealed by The Sunday Times in April, put Invensys on bid alert. The fund has a history of buying shares in companies ahead of takeover activity. At the time, an industry source said: "Well, they are not interested in the dividend, are they?" Last year, ValueAct was pivotal in the break-up and eventual sale of Misys, the UK software business, to private equity. It had been one of Misys's biggest investors for more than four years. Invensys makes software and control systems for industrial plants, power stations and home appliances. It has nearly 20,000 employees worldwide. A takeover would herald the end of an era for a company whose roots stretch back to 1924. Invensys was formed in 1999 when BTR (British Tyre & Rubber) agreed a £10bn merger with Siebe, a British rival. Bidders began circling Invensys last year. In June, Emerson, the American giant, made an approach but the talks came to nothing. In December, Siemens, the German trainmaker, swooped on Invensys's rail division, which makes signalling systems for the London Underground and railways around the world. The £1.7bn sale of Invensys Rail was expected to flush out bidders for the rest of the business. Nearly £500m of the proceeds was used to plug the deficit in the Invensys pension scheme, which was previously seen as a deterrent to predators. Offloading the rail arm was also the catalyst for ValueAct's stake-building. Although one of the world's largest companies, the strength of GE's presence in Britain is not widely appreciated. A decade of rapid expansion has made Britain its second-largest market with nearly 20,000 staff. GE's British arm accounts for about £7bn of revenues. Its last deal was the £800m takeover of Wellstream, the FTSE 250 oil services firm. GE has also bought Smiths Aerospace and Amersham Healthcare. Shares in Invensys closed at 508p on Friday, valuing the company at £3.3bn. hxxp://www.thesunday |
Posted at 27/6/2013 20:40 by badwood WStirrupIf only Invensys were are ten-bagger. In 2006 Invensys did a ten for one share consolidation So no ten-bagger. In 2003 I made my first purchase on Invensys shares and bought 2000 at 13 pence a share. Today that first purchase has been consolidated into 200 shares valued at 418 pence per share. So only a three bagger. Spare a thought for those the poor investors who bought Invensys when they were BTR Siebe and are still holding. They are still sitting on a loss. |
Posted at 21/6/2013 22:47 by wstirrup I have to congratulate all those that have held these since 2002/3, as a former investor who sold around 35p, after a brief rise, and fall back, I never thought they'd recover and go on to ten-bag.Pity I took my small profits. BUT you live and learn. W. |
Posted at 23/5/2013 12:49 by bobsidian More nonsense.When arriving at your so called consensus for 2013/14 did you adjust operating profit for tax or do you believe ISYS to be a non-taxpayer on an ongoing basis ? You do know what a PEG factor is and the relevance it has for valuations ascribed to shares ? You do understand that equity markets are exhibiting signs of being dangerously overvalued ? 2013 will in all probability be no different to 2007 and 2000. On each previous occasion market tops were characterised by investor complacency. The moment you hear commentators referencing historic cheapness of markets whilst ignoring the underlying pace of growth in earnings then you can just sense a major correction in the offing. |
Posted at 23/5/2013 11:41 by bobsidian Not quite. Note 5 details the EPS for continuing operations:"Before exceptional Group reorganisation costs; exceptional pension settlement gain/loss; exceptional pension past service cost; and exceptional finance costs." The management of ISYS have done this exercise to allow investors to see the effect of the absence of contribution by Invensys Rail. |
Posted at 23/5/2013 07:09 by bobsidian jak1 21 May'13 - 15:24 - 113449 of 113455"Sounds to me like you missed the boat, or gave up and sold out before all this kicked off." Are you seriously suggesting that if you talk negatively about the prospects of a share it can only be because of a supposed missed buying opportunity ? ISYS is not alone in being overvalued relative to the prospects of underlying growth in EPS. What characterises a top in equity markets is a presumption that there is no such thing as peak earnings and that the growth in earnings to achieve that peak will continue forever and a day. "Most anal_ist are very positive on ISYS..." Good old analysts. Ever the ones to encourage investors to buy at the top of a market whilst quietly encouraging clients to sell. What have the directors been doing with their shareholdings ? Have they been net buyers or net sellers of their shareholdings and share options ? |
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