Invensys Share Discussion Threads

[perkie] 20/5/2011 06:58

What would a move from a London to a New York listing mean for the share price?

[hvs] 19/5/2011 13:19

Where is the Chinese ?

Not a take away is it ?

[rogerrail] 19/5/2011 13:05

The recent appointments of Wayne (ex FD) Kevin Riddett (hatchet man) indicate that the focus of the group will now be on costs not growth for the next year at least.
Also the yanks now completely fill all the CEO/COO positions. Don't be surprised to see an attemtpt to move the listing from London to NY within a year or two.

[hightech] 19/5/2011 11:35

Isn't PE=10 a good value for company in energy sector?

[stevi111] 19/5/2011 07:52

Oh yeah really..lol

Invensys Rail 817 6 823 (265) 558 (32%)

32% reduction in orders in 2011

As well as big reduction in cashflows in two of the divisions

2011 2010
-------------------------------- -------- -------
Invensys Operations Management 110 147
-------------------------------- -------- -------
Invensys Rail 71 98

[miti 1000] 19/5/2011 07:44

really, stevi boy ?

[rogerrail] 18/5/2011 12:52

Perkie

I held stock until a couple of months ago (moved funds into BAB @ 5.74 which has done very well recently and GKN @2.03 which is still undervalued and in my view due for a similar share price correction).
Part of the reason I moved out were the employee comments on the J Pinto Blog website which I read from time to time. Whilst you always get whingers in every company who are inevitabley attracted to that type of forum , there is also an element of truth in many of the posts and over time the comments posted became more and more concerning.

[perkie] 17/5/2011 15:40

Thank you Roger,

I've held these for such a long time but losses of 2% a day quite regularly now is a new pattern which gives cause for concern

[rogerrail] 17/5/2011 12:22

perkie

I have been follwing ISYS for a few years but don't currently hold any stock. After sacking Ulf they now appear rudderless, with no clear strategy other than to share their technology with the Chinese - seems to me they were wating for the takeover that never came. Losing a key contract for the London underground in their home market was a big blow. In my view they need to spend some money on aquisitions to get some momentum. They have some cash in the bank and could afford to take on some debt to fund a sizeable buy.

[perkie] 17/5/2011 09:48

So what on earth is happening to ISYS?

[donkeystone] 07/5/2011 15:36

Small point, but how long has the green Invensys logo been at the top of this page?

as ever

£4.40

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[rogerrail] 06/5/2011 08:48

I meant to say eur 4+ bln WITH bid premium. I would expect a takeout price of between £4.50 and £5.

[jimcar] 05/5/2011 18:33

I thought the mkt cap was £2.5b or eur 2.8 hence within the range though not much premium for bid

[rogerrail] 05/5/2011 17:24

quote from Siemens FY resutls:

"Seeks bolt-on acquisitions of 1-3 bln eur"

that rules out any approach for ISYS ( valued at eur 4 bln + bid premium)

RR

[dp9115] 14/4/2011 09:10

it appears not ...

[donkeystone] 01/4/2011 10:51

Fixed it. Is this a good sign?

As ever

£4.40

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[donkeystone] 31/3/2011 21:40

I don't know if this is a bad sign but my Drayton RF1 Digistat Wireless Thermostat just went pop. It's made by isys.

As ever

£4.40

ttfn

[miata] 25/3/2011 11:42

Collins Stewart

We still think Invensys is an attractive target for its peers. In rail, Invensys technology is key to the competition between existing western players and emerging competition from the likes of CSR. In automation, Invensys is
more exposed than most to hot O&G and nuclear retrofit markets, and
Schneider / Siemens have interest in acquisitive growth in process autom.
Taking a cautious stance on f'casts, but upside potential remain
Our lower forecasts reduce fundamental fair value (driven by CS Quest™) to
390p.

SOTP still suggests 425p+ for any bid, but we revert to a fundamental
view for our price target. With 15% upside to 390p we remain buyers.

[hobby2] 24/3/2011 22:58

....first the tea lady now Ulf!.... probably needed a change although not sure on the CFO taking the lead, Ulf did know his technical stuff!.......time will tell

[donkeystone] 24/3/2011 16:37

badwood,

Or both!!! and that of course means it would have been a Jasmine tea lady. Market reaction not that bad, announcements out of the blue don't usually go down well.

Ho hum

as ever

£4.40

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[badwood] 24/3/2011 16:21

I expect Ulf's fate was sealed when Ulf blurted out to a reporter a few weeks ago that the Chinese were intereted in dining on Invensys even though it would be more of a snack than a three course meal. You cannot have a chief operation officer giving out that type of statement. Or then again maybe he was caught in a compromising position with the tea lady.

[shazzieb] 24/3/2011 11:08

added long term equity and taken CFD :-)

[donkeystone] 24/3/2011 10:59

And was there ever a better time for a third party strike?

So come on you strikers.

as ever

£4.40

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