Invensys Share Discussion Threads

[donkeystone] 24/3/2011 10:40

Well the market didn't, doesn't like the new appointment!

Was it a coup? Regime change, should we be sending in Nato?

Come on you insiders let us in on the know!

As ever

£4.40

ttfn

[dp9115] 24/2/2011 15:28

equally schoolboy.... expect it'll make no Fuqing difference to the sp

[donkeystone] 24/2/2011 09:09

Sorry pathetic schoolboy humour but isys just won a contract at the Fuqing nuclear plant in China

As ever

£4.40

ttfn

as ever usual takeover smoke fire rubbish, one day ...

[uknighted] 21/2/2011 12:27

Nice spike!
Regards
UK

[jak1] 21/2/2011 11:43

Someone gone snap us up thats for sure, lets have a bidding war...

[donkeystone] 21/2/2011 11:30

So I make that 7 to 1 on then !!!

As ever

£4.40

ttfn

[uknighted] 21/2/2011 11:23

Nice start to the week on bid talk:

Invensys is the top performer after weekend reports it is being stalked by international rivals considering a bid for the company. City sources say predators include Honeywell and Emerson Electric of the US, ABB of Switzerland, Alstom of France, Germany's Siemens and two Chinese firms, CSR and CNR.

Regards
UK

[bart279] 19/2/2011 20:05

round numbers!

[rogerrail] 18/2/2011 19:38

I don't doubt it and as I said every company has it's whiners - It's just the current issues raised indicate that there may be serious fault lines present in the company strategy and management and I don't expect any signicantly positive news at the yr end - the only saving grace at the moment is the possibility of a takeover

[mbaxter] 15/2/2011 20:00

rogerrail - folks have been moaning on at the jimpinto blog for years.

[jak1] 14/2/2011 12:39

Yep Siemens again...

FT Alphaville

engineers
NH
the CFO of Siemens
NH
was talking in the FT today about acquisitions
NH
as a result
NH
a lot of people are putting two and two together
NH
and coming up with five
NH
or more specifically
Weir Group Plc (WEIR:LSE): Last: 1,764, up 69 (+4.07%), High: 1,800, Low: 1,710, Volume: 503.25k
Invensys PLC (ISYS:LSE): Last: 351.80, up 10.9 (+3.20%), High: 360.70, Low: 344.60, Volume: 1.99m
BE
Do you have the piece then?
NH
Siemens is looking out for large acquisitions to expand its power networks and plant automation businesses, in a fundamental strategic shift by the German industrial conglomerate.

Joe Kaeser, Siemens' chief financial officer, said Europe's largest engineering group by sales had reached the "management maturity" to pursue significant takeovers.
NH
"When we talk about larger acquisitions, we mean significant sums of up to several billion euros," Mr Kaeser said in an interview with the Financial Times.

His words mark a sea-change from the group's strategy of the past few years, when management concentrated on restructuring, margin expansion and internal growth.

In November Peter Löscher, chief executive, repositioned Siemens as a growth stock, setting high pay-out targets and declaring the end to a decade of radical transformation that focused the group on energy, healthcare and industry.
NH

[dpmcq] 14/2/2011 09:23

Whats with the jump today - more takeover rumours?

[rogerrail] 09/2/2011 09:44

Is everyone aware of the Invesys weblog site link below?

Sure every company has it's whiners and change always leads to a lot of unrest but the general thread indicates the deep rooted problems that exist.

I have been an investor in ISYS for many years ( since buying the stock as a recovery play) but after reading this weblog combined with the general lack of good news I have concluded it's time to get out of ISYS so I have moved into GKN and BAB. There are too many risks with ISYS to justify holding on for the promise of a takeover approach which was never my preferred outcome for isys. I wanted to see this company develop into successfull standalone British owned business with world leadership in Process manangement and Rail and I sincereley hope they still do. Perhaps when the management resolve to do something postive with the surplus cash I may decide to come back in.

[mbaxter] 24/1/2011 14:13

HighTech - relax. ISYS not for the faint hearted. Some of us have been waiting for the knock out bid for over 5 years. Key bull points are net cash in the bank; their major problems would appear to be behind them and new potential bid interest (the Chinese have been running the slide rule over them). Bear points are the neverending pension issues; old style conglomerate structure; key product markets closely linked to the economic cycle and the fact that one of the jewels in the crown - rail - has had a hiccup. Overall in a much better position than it has been. Could dip below 280 but I would see this as an opportunity to add to my trading stake (i have been selling this on the hitherto inevitable bounce).

[hightech] 24/1/2011 12:28

I think 300 can be the next level, but it shouldn't go below 280p.
Any ideas, please?

[hightech] 24/1/2011 12:25

No news about the bid as yet! How long should we wait?

Where is the next bottom?

[donkeystone] 21/1/2011 13:28

well excuse me,

As ever

£4.40

ttfn !!!

[dp9115] 21/1/2011 12:53

safer bet...put your money on a horse , not a donkey

[mbaxter] 20/1/2011 16:32

Back in but it was a bit of a struggle to get a firm price online.

[mbaxter] 20/1/2011 16:10

Haven't got back in yet. Spread on IG not too attractive at the moment.