Invensys Share Discussion Threads

[rumpelstiltskin2] 12/10/2012 12:59

so much for that 310 target. must be about time for fresh some bid rumours

[miata] 28/9/2012 10:25

28 Sep Invensys PLC ISYS Oriel Securities Buy 234.80 232.80 310.00 310.00

[rumpelstiltskin2] 04/9/2012 19:59

why the spike up early afternoon?

[chihliyuure] 27/8/2012 14:38

I hope in the next result ISYS should indicate to sell BAAN and just concentrate on the core business then this will fly to its true value

[rumpelstiltskin2] 27/8/2012 14:14

UBS lifts target price for Invensys

Stephen Swanton, analyst at UBS, has increased his target price for technology business Invensys (ISYS.L), having finally been convinced that the company has become a realistic acquisition target.

The analyst said the current share price looks reasonable having fallen over the past few months, and news of a takeover bid from US rival Emerson offers reason for optimism.

'Despite being sceptics for the past seven years, we cannot ignore that Invensys was approached byEmerson in May,' he said. 'Although we do not know why talks broke down, we see several events that 'could' catalyse a sale of Invensys, namely 1) Emerson's lockup ending 2) A new third-party approach and 3) the possibility that pension disposal costs decrease.'

Swanton said his valuation for the company ranges from 137p (dilutive pension disposal plus no acquisition) to 385p (the bull-case scenario with lots of bidders showing interest).

Shares in the group, for which Swanton has a target price of 280p, up from 240p previously, closed at 255p on Monday, up 1.4p or 0.55%.

[jak1] 25/8/2012 15:22

You were saying...

[jaws6] 20/8/2012 10:55

at least gone past 256.5 today.still holding

[rumpelstiltskin2] 20/8/2012 10:46

this thread is very quiet. i think it could be a good omen :)

[rumpelstiltskin2] 17/8/2012 14:35

are there any more rumours

[rumpelstiltskin2] 10/8/2012 16:10

are there some possible american buyers as well?

[jak1] 10/8/2012 12:03

The Chinese or maybe just maybe the Germans. Price, who knows in this market, as long as it's higher then my buy in price I will be happy...

[rumpelstiltskin2] 08/8/2012 14:29

Who do you think would buy it and at what price?

[rumpelstiltskin2] 07/8/2012 21:56

Is there still a chance of a bid for this one?

[rumpelstiltskin2] 06/8/2012 15:54

i agree/ i think they just to keep price down to buy at a lower level. the stock is looking powerful !

[jaws6] 31/7/2012 08:42

Why going up on broker downgrade yesterday ??

[donkeystone] 19/7/2012 08:58

sort the pension



as ever

£nota.clue

ttfn

[uknighted] 05/7/2012 16:29

Yes Steve, still wishing and hoping!!

[jaws6] 05/7/2012 10:53

have to wait for sunday times as co do not know as per last RNS ????

[stevi111] 05/7/2012 10:43

Nice rally going on here today. Any ideas anyone ?

[stevi111] 05/7/2012 10:14

Thanks UK...Good to see you still around here :-)

[uknighted] 02/7/2012 19:53

Hi Steve, see post 113277.
regards
Uk

[jak1] 02/7/2012 15:41

it will happen one day...