Invensys Share Discussion Threads

[donkeystone] 12/7/2011 09:48

oh cheap ....

[dp9115] 12/7/2011 09:01

oh dear ...

[jak1] 08/7/2011 15:31

Yep, as I said, always follow the market down...

[donkeystone] 07/7/2011 17:29

jak1

T'was ever thus with isys. I'd rather just bump along around here until the review of the possible sale of the pension fund concludes towards the end of this month (allegedly).

If the new Yank shareholders and the new Yank isys top brass are listening, I've said it before and I'll say it again I'd back a small rights issue to assist in the "sale" of the pension fund.

That's the key to:-

as ever

£4.40

ttfn

[jak1] 07/7/2011 15:45

Strange, nice contract and the DOW going off on one, and we have hardly moved. We always follow the market down, why cant we follow it up as well just for once please...

[jak1] 07/7/2011 11:52

Nice contract award here, going back to the 360s I think...

[limit up] 06/7/2011 15:15

donkeystone.
yes looks like it,well an interesting inv for them,and for others to see the value..
regds

[donkeystone] 06/7/2011 14:24

TPG are they the levered buyout mob?

As ever

£4.40

ttfn

[donkeystone] 05/7/2011 14:57

hi dp

don't be tight

As ever

£4.40

ttfn

[dp9115] 05/7/2011 14:40

£1 ?

[donkeystone] 27/6/2011 13:39

limit

Not a clue

As ever

£4.40

ttfn

[limit up] 27/6/2011 08:33

should the co get taken over ref the sunday times article approx 4 weeks ago ,has anybody got an idear on the take out price?? i have bought some stock last week..
regds

[dashton42] 13/6/2011 07:40

INVENSYS

Invensys plans to offload its 4.2 billion pounds UK pension scheme, which

could pave the way to a takeover, The Sunday Times said, with the British

engineering group a perennial bid target.

[jak1] 12/6/2011 14:59

Sunday rags...

* Invensys plans to offload its £4.2 billion British pension scheme, a move that may pave the way to a takeover bid for the engineering group.

[rogerrail] 03/6/2011 15:02

According to recent poster on JimPinto site, Rail is soon to be sold to CSR:


probably a hoax ?!

[miata] 25/5/2011 11:51

Collins Stewart note helping today:

We think a pension buyout may come sooner than the market expects. Such a deal would in our view make an approach from strategic bidders far more likely, potentially unlocking much greater upside for Invensys shares. The announced shift to a more decentralised holding company structure suggests management may agree with us. Valuing Invensys' businesses on a SOTP basis implies 100p+ upside to today's share price.

[bookbroker] 23/5/2011 15:34

That's if things in the overall market don't get out of hand!

[bookbroker] 23/5/2011 15:33

I'm not in a position to determine where this goes next, however after the recent falls which to be fair are as a result of mixed first quarter results, the indicators rather suggest that a bounce from here is possible, and from here on in it's the job of the new broom to get some momentum going. He's only been in this position effectively from April onwards, so now is the time for him to put in to action his own strategy.

[lurgy] 23/5/2011 12:49

Ok, fair point. I won't go too much short then. But barring t/o possibilities their performance has been pretty abysmal, particularly when adjusted for inflation.

[bookbroker] 23/5/2011 12:37

Lurgy,we have been here before, for this co. it is all about China and emerging markets, most probably the reason they got rid of Henrikson was that they were not moving fast enough, with Americans in charge it is more likely that tie-ups will occur, off course valuations differ, however these issues become more compelling as time goes on.

[lurgy] 23/5/2011 11:47

Maybe, but why spend 500 million more than you have to?

[bookbroker] 23/5/2011 10:00

A matter of time before this gets taken out, as said before, a mere morsel for the likes of Siemans, etc...

[hobby2] 20/5/2011 20:41

....Invensys relegated from FTSE100..........

[rogerrail] 20/5/2011 16:56

a lot of wasted time and effort as it will be blocked by institutions, but it may be followed by the directors seeking a takeover by a US co as happend at Lucas Varity - so that would be good for the sp!.

[hightech] 20/5/2011 10:03

cost of the move only!