Invensys Share Discussion Threads

[sweden101020] 22/9/2010 12:48

hobby2,
new here. what does that mean?

[hobby2] 22/9/2010 12:43

....ABB appear to be in the frame

[hobby2] 21/9/2010 14:12

...........well rail was always the key to their success......now there's even more reasons for the takeover deal to take place

[uknighted] 21/9/2010 08:35

Nice write-up in the Times Business Section today with a buy recommendation.
Regards
UK

[dp9115] 20/9/2010 11:39

mmmmm...big catalogue !

[hobby2] 20/9/2010 08:56

......60 footer!!!!

[dp9115] 18/9/2010 09:15

.... of the catalogue ?

[hobby2] 17/9/2010 18:40

.....blow reading it............ordered and awaiting delivery!!!

[dp9115] 17/9/2010 17:41

the catalogue will be all we can afford.

[donkeystone] 17/9/2010 14:32

hobby, stop pestering us. We're all too busy reading our Sunseeker yacht catalogues !!!

As ever

£4.40

ttfn

[jak1] 17/9/2010 14:29

One day someone is going to take out ISYS for a very good price...

[hobby2] 17/9/2010 10:45

....u lot asleep a what!!!!!!!!!

[hobby2] 17/9/2010 08:17

Invensys signs agreements with CSR

Invensys Rail, a global leader in train control and signalling and a division of the technology group Invensys plc, has entered into significant agreements with a division of CSR Corporation Ltd (CSR), a leading Chinese manufacturer of rolling stock.

Under the terms of the agreements, Invensys Rail will licence Zhuzhou CSR Times Electric co. Ltd., (TEG), CSR's train control and signalling company, to
manufacture and sell its class leading interlocking solution, Westrace, in
China. TEG and Invensys will work together to sell their broader train control
and signalling solutions through TEG into the expanding Chinese domestic mass
transit market, worth an estimated EUR670m a year (source: UNIFE) and CSR's
rolling stock companies and Invensys Rail will jointly bid a number of major
international contracts.

Invensys Rail will become CSR's exclusive signalling supplier on an agreed set
of global projects that combine rolling stock and signalling solutions. Initial projects are in mass transit and span the Middle East, India and South East
Asia.

Commenting on the agreement James Drummond, CEO of Invensys Rail said:

"China is a strategically important market for us. The country is investing
heavily in its railway infrastructure and represents a significant growth
opportunity for us in Asia. We are therefore delighted to enter into these
agreements with CSR and TEG, who are not only key players in China but are
becoming an increasing force in the global railway market."

Ulf Henriksson, CEO of Invensys plc, said:

"I welcome the signing of these agreements with CSR and TEG as they represent a new business model that allows us to gain greater access to the significant rail infrastructure and mass transit investment in China and elsewhere in the world. The combination of our train control and signalling technology and CSR's expertise and efficiency in rolling stock manufacture will create a very
competitive offering to rail operators around the world."

[hobby2] 17/9/2010 08:13

"It is dimension-changing for Invensys, as this is an emerging market play," the analyst said.

[shazzieb] 17/9/2010 07:42

The agreement with CSR should move up share price today:-)

[nellie1973] 16/9/2010 17:02

Broker upgrade today-BUY

[hobby2] 16/9/2010 12:41

....deal will be finalised at Siemens original offer a few years back.....£5!!!

[donkeystone] 16/9/2010 12:26

For anyone else looking in £3.2b I reckon is about £3.96 a pop. Not bad for starters leading up to a a deal at:-

As ever

£4.40

ttfn

[hobby2] 16/9/2010 11:56

.....Goldman very bullish about the next 12 months...................GE likely to make an initial offer circa £3.2b........donkey u going to be down to one very soon!

[donkeystone] 16/9/2010 10:57

Well GS are only off by 3.77%. I'll let them off that.

As ever

£4.40

ttfn

[hobby2] 16/9/2010 08:22

Goldman.........Invensys buy (neutral) 424p

[donkeystone] 14/9/2010 10:03

Frankito

Been in and out of isys for a while but have been "in" since late 2004, will stay as long as it takes until:-

as ever

£4.40

ttfn

ps It's not a prediction it's a rallying call which IIRC started late 2006? Bought four shares in 2003/2004 as takeover targets, two gone corus and ici two to go isys and cookson.

[frankito] 14/9/2010 08:52

Donkeystone,

How long have you predicting £4.40? We could all have got out in 2007 at well over £4.00

Think I'll start trading this on 10% movements.

[hobby2] 10/9/2010 13:35

.....donkey ...wherever it comes think u will get the £4.40!!!

[donkeystone] 10/9/2010 11:50

I reckon it'll be the Yanks, but who knows if, how, why and when;

As ever

£4.40

ttfn