Invensys Share Discussion Threads

[jak1] 20/2/2013 11:02

next leg up me thinks...

[jak1] 15/2/2013 14:13

Still only me left then!!! Wake up market...


MS analysts upgraded Invensys ISYS.LN +3.06% saying that the market is still not giving the company any credit for future value optimization. "Clarity on the pension issue is a key hurdle for some investors and channel checks with independent pension consultants give us some confidence that the cash risk is largely mitigated," said MS. Invensys is now its top pick.

[jak1] 24/1/2013 16:25

Just shows how many follow this stock nowadays, Interim man statement out and not one single post !!!

[rumpelstiltskin2] 14/1/2013 12:16

broken 350. what would Emerson need to bid to get this now? 500? .... 550? this management seem to be very good negotiators- look what they got for Rail !

[jak1] 11/1/2013 09:45

Looks like the price is breaking out into a new range. Looking quite positive...

[jak1] 10/1/2013 15:36

STOCKS NEWS EUROPE-Back Invensys as bid target -SVM fund manager

British engineering company Invensys (LSE: ISYS.L - news) could offer good returns for investors this year as it remains a potential bid target, says SVM Asset Management fund manager Neil Veitch.

"Looking forward, we believe Invensys could be an interesting stock for early 2013," says Veitch, who manages the SVM World Equity Fund.

Last year, Invensys ended talks over a "highly preliminary" bid approach from U.S. group Emerson Electric (NYSE: EMR - news) , and sold a rail division to German rival Siemens (NYSE: SI - news) .

Veitch says Emerson (KOSDAQ: 025980.KQ - news) could make another play for Invensys, and that Invensys should benefit from a general rebound in the broader economy following an initial resolution to problems over the U.S. "fiscal cliff", which risked hitting the U.S. economy via a series of tax hikes.

"Emerson, a U.S. industrial company, made an unsuccessful approach for the company last year and could well return but even in the absence of a takeover, Invensys looks well placed to benefit from the general upturn in economic activity as a consequence of recent events in Washington," says Veitch.

[macc2] 04/1/2013 18:05

Tipped in IC today. According to them it will be bought at 400+

[donkeystone] 20/12/2012 13:15

M Welsh,

Haven't read/heard anything to the contrary.

As ever

£4.40

ttfn

[m welsh] 20/12/2012 13:02

Is the dividend of 1.75p/share being paid out tomorrow

[rumpelstiltskin2] 03/12/2012 16:29

if you are right Deutsche and MIATA must be wrong

Post 1133381

The £745 relates to the part now being sold, the £700/1000/1300 relates to the remainder of the business.

[uknighted] 03/12/2012 16:10

My understanding is that the pension deficit will be corrected by utilising the receipts from the sale to Siemens of the Rail business. These receipts will also provide a cash return to investors and provide the company with a war chest.
The sale is scheduled to occur in the second quarter of 2013.
Regards
UK

[rumpelstiltskin2] 03/12/2012 09:29

according to the deutsche bank, there is still a sizeable pension deficit, but all the media are saying it has been wiped out. who is right?

[rumpelstiltskin2] 02/12/2012 20:26

how is it that people with names like Invensys21 and RogerRail could possibly miss this boat? blimey

[rumpelstiltskin2] 02/12/2012 20:24

according to the deutsche bank, there is still a sizeable pension deficit, but all the media are saying it has been wiped out. who is right?

[miata] 01/12/2012 11:35

Rail is about 40-45% of the whole, details set out in table in post 113378.

[invensys21] 30/11/2012 19:29

Does anyone have any idea what the share price will be after the sell off. I would hate to think if I waited for my 76p a share, then the price dropped bellow 150p
Would it be better to cash it all in now. Any ideas?

[jak1] 30/11/2012 15:34

My buy in price for these was 34p before the consolidation.

Dare I hope to walk away with a profit. I live in hope that donkey can get his 4.40

[jimrclark] 30/11/2012 15:01

£4.40 would be good. Speculation will grow - weekend press might hold some. Will rise thru next week and up to 21/12.

[donkeystone] 30/11/2012 10:17

rumple

You're getting a bit giddy !!!
It'll go quiet for a while.
Next key date, I think, is 21 December when Emerson are allowed, under UK takeover rules, to return to the fray.

Cheers,

As ever

£4.40

ttfn

[rumpelstiltskin2] 30/11/2012 10:05

does someone have a list of all the potential suitors? chinese, japanese, swiss, canadians, germans, americans etc

[lucky_punter] 30/11/2012 09:57

the engineering technology firm, shocked the market last night when it unveiled a deal to sell its rail signalling business to German rival Siemens.

[miata] 30/11/2012 09:39

Nomura has raised its target price from 330p to 370p.

"We believe the prospects for the new leaner Invensys are good, and we do not view the smaller size as a material headwind. Top-line growth looks to us supported by positive end-market trends (particularly in appliances and in Oil & Gas sector) and by bolt-on M&A opportunities."

[rumpelstiltskin2] 30/11/2012 09:30

if the Deustche Bank assumptions are correct in post 113378, all that is needed is pension exit costs at or below the minimum, which is not hard to see when looking at the annual report, and to add up to £800 million to the combined businesses, including Rail.

[donkeystone] 30/11/2012 09:20

rumple

NO ............ becuase I would have sold at

As ever

£4.40

ttfn

ps can't see £4.75 but you never know!

[uknighted] 30/11/2012 08:52

Positive article in today's Times Tempus column in the Business section.
Well done to all fellow LTH.
Regards
UK