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invensys (ISYS)     

tigerfox - 16 Feb 2004 13:09

help not been trading long have got all the paperwork through to buy more shares at 21p what do you think any any advice as whether they are worth having or not any help would be most grateful
nick

goldfinger - 15 Jan 2010 09:52 - 23 of 92

Invensys ISYS looks like we could have a good run up to trading statement next Friday the 22/1.

Sp attacked resistance at 312p and finally overcame at the fourth attempt, the resistance now turned support which looks rather bullish to me.

invensys%202.JPG

SP target former resistance at 350p and then 400p...........


p.php?pid=legacydaily&epic=L^ISYS&type=1

Fundies back up..............

Broker recommendation
Date: 12 January, 2010

Broker: Goldman Sachs
Company: Invensys


Recommendation:
Lifts price target to to 427p from 310p



goldfinger - 15 Jan 2010 16:07 - 24 of 92

RPT-INTERVIEW-UPDATE 1-Alstom Transport eyes deals, partnerships
05 Jan 2010 - 17:06

(Repeats to remove duplicate text)

* Alstom eyeing rail signalling, maintenance tgts-unit chief

* Interested in partnerships in India

* Bullish about rail prospects in U.S.

* Confident on track to reach 7-8 pct margin goal in 2010

(Adds further details, quotes)

By Leila Abboud and Benjamin Mallet

PARIS, Jan 5 (Reuters) - Alstom is eyeing acquisitions in rail signalling and maintenance as well as looking for partnerships in India as a way to boost growth and stay ahead of new Chinese rivals, the head of the group's transport unit said.

"The rail sector is getting more competitive, and we must adapt," said Philippe Mellier, the president of Alstom Transport in an interview with Reuters on Tuesday.

"There are three new competitors out of China and Russia that did not exist a decade ago and now have gotten quite large."

China's Southern Railway and Northern Railway groups as well as Russia's Transmashholding are "clearly serious competitors", he said. Alstom also faces traditional rivals Canada's Bombardier Inc. and Germany's Siemens AG .

In March, Alstom signed a partnership with Transmashholding, taking a 25 percent stake in the firm.

Alstom's transport business brought in 5.7 billion euros in the fiscal year ended March 31, 2009, or about 30 percent of the group's revenues and one-quarter of its operating profits.

Alstom is a global leader in high-speed trains and also sells a range of rail equipment and maintenance services.

The rail sector has held up well despite the economic crisis due to government stimulus plans that include billions in infrastructure spending and mounting environmental concern.

European rail trade group UNIFE forecasts rail spending to grow 2.5 to 3 percent a year to reach 111 billion euros in 2016.

Mellier said Alstom's comprehensive product line and global reach gave it a unique advantage over its competitors. "That is our key strength -- even if we are attacked on one product or market, we can expand into another," he said.


LOOKING TO INDIA

To that end, Alstom is looking for opportunities in high-growth markets such as India.

"We have met with potential partners there, and we are definitely interested in a venture with Indian Railways or industrial companies like BHEL or BEML," said Mellier, referring to Bharat Heavy Electricals Ltd. and Bharat Earth Movers Limited .

Mellier was also bullish about the prospects for growth in the United States, where President Barack Obama has pledged $8 billion for high-speed and regional rail projects.

"This is clearly the beginning of a trend in the U.S. that will see the end of the country's complete reliance on the automobile and the airplane," he said.

When asked about potential acquisitions, Mellier said Alstom was interested in buying companies specialised in rail signalling systems, although he said there did not appear to be many up for sale.

"We are looking and there are certain targets but it takes two to tango and for now, not much is moving," he said.

He cited as targets the signalling businesses of Italy's Ansaldo , England's Invensys , and France's Thales .

Mellier said he would also be on the lookout for acquisitions of rail maintenance companies, which tend to be smaller local actors Alstom could buy for their roster of clients. Mellier said he expected train operators to increasingly outsource maintenance as they focused more on customers' needs and marketing, making this a growth area.

Maintenance revenues could double to 2 billion euros in the next ten years, he said. "It is clearly our business with the most room for growth, he said.

Mellier said he was confident the transport unit would reach its goal of 7 to 8 percent profit margin for FY2010. "We were already at 7 percent in September, for the first half of the year, so that shows that we will be within our guidance range," he said. (Reporting by Leila Abboud and Benjamin Mallet; editing by Karen Foster) ((leila.abboud@thomsonreuters.com; + 33 1 49 49 51 82; Reuters Messaging: leila.abboud.thomsonreuters.com@reuters.net))


Keywords: ALSTOM =2

goldfinger - 18 Jan 2010 08:13 - 25 of 92

Good news.... Price target raised to 375p.........

13 Jan 2010 - 15:13

Jan 13 (Reuters) - European Capital Goods: * Bofa merrill cuts Tomkins and SGL to underperform from buy * Bofa merrill cuts GEA to neutral from buy * Bofa merrill raises Alstom to buy from neutral * Bofa merrill raises Atlas Copco price target to SEK 118 from SEK

110 * Bofa merrill raises Metso price target to EUR 30 from EUR 27 * Bofa merrill raises Assa Abloy price target to SEK 150 from SEK

135 * Bofa merrill cuts Electrolux price target to SEK 195 from SEK 200 * Bofa merrill raises Sandvik price target to SEK 85 from SEK 75 * Bofa merrill raises SKF price target to SEK 130 from SEK 115 * Bofa merrill raises philips price target to EUR 22 from EUR 20 * Bofa merrill raises Schneider price target to EUR 75 from EUR 65 * Bofa merrill raises Charter price target to 850P from 800P * Bofa merrill raises Invensys price target to 375P from 350P * Bofa merrill raises Spectris price target to 850P from 825P * Bofa merrill raises Weir price target to 900P from 800P * Bofa merrill raises GKN price target to 140P from 130P * Bofa merrill raises IMI price target to 600P from 590P * Bofa merrill raises Spirax Sarco -price target to 1350P from 1300P * Bofa merrill raises Rotork price target to 1100P from 1000P

((Bangalore Equities Newsroom; +91 80 4135 5800; within U.S. +1 646 223 8780))

goldfinger - 21 Jan 2010 08:46 - 26 of 92

BROKER CALL: Invensys upgraded by Morgan Stanley
21 January, 2010 08:00:04 AM


Broker goes to overweight from neutral on the electronic controls company while raising its price target to 360p from 300p. MS says: 'We raise our rating, price target and estimates
because we discern early signs of a recovery in process automation, as well as margin upside from cost cuts.'

goldfinger - 22 Jan 2010 08:10 - 27 of 92

Solid Update.....

Invensys Says Its On Track To Improve FY Performance
By Jonathan Buck
DOW JONES NEWSWIRES

LONDON (Dow Jones)--U.K. technology and engineering group Invensys PLC (ISYS.LN) Friday said third-quarter operating profit was up year-on-year, as expected, and it continues to believe its performance in the current fiscal year will be better than the last one.

"Based upon our current views of our markets and exchange rates, we continue to expect that the group will achieve an improvement in performance in the current year," the company said in a trading statement covering the period since Sept. 30.

Invensys, which for more than five years has been restructuring its operations to cut costs and reduce cyclicality in its businesses, in 2009 reported operating profit of GBP244 million on revenue of GBP2.28 billion.

The company supplies software, consultancy and equipment to monitor, control and automate processes in environments ranging from oil refineries and power stations to railways and domestic appliances. Its customers include BP PLC (BP.LN), Exxon Mobil Corp. (XOM), Nestle SA (NESN.VX) and Starbucks Corp. (SBUX).

Its shares closed Thursday at 303 pence. They have more than doubled in value in the past 12 months.


jkd - 09 May 2010 23:59 - 28 of 92

these "went" on a stop loss also on friday. had a profit didnt take it.
didnt lose any money though.getting to know it.
regards
jkd

ahoj - 24 Jun 2010 08:18 - 29 of 92

ISYS is debt free and most contracts in Asia.

ahoj - 09 Jul 2010 13:49 - 30 of 92

Why the rise this time?

ahoj - 08 Sep 2010 08:56 - 31 of 92

FT talks about four possible bidders.

skinny - 19 May 2011 07:12 - 32 of 92

RESULTS FOR THE YEAR ENDED 31 MARCH 2011(1)

Financial highlights - continuing operations

-- Order intake was GBP2,452 million (2010: GBP2,473 million), down 1% (down 3% at CER(2) )

-- Revenue was GBP2,486 million (2010: GBP2,243 million), up 11% (up 9% at CER)

-- Operating profit(3) rose 6% (up 5% at CER) to GBP262 million (2010: GBP248 million)

-- Underlying earnings per share rose 48% to 19.8p (2010: 13.4p)

-- Operating cash flow was GBP213 million (2010: GBP265 million) and free cash flow was GBP83 million (2010: GBP100 million)

-- Recommended final dividend of 2.5p per share (2010: 2.0p per share); total dividends for the year of 4.0p per share (2010: 3.0p per share)

-- Continued strong financial position with net cash of GBP348 million

Business highlights

-- Strong order intake in Invensys Operations Management and Invensys Controls offset by fewer large orders in Invensys Rail

-- Major contract awards during the year for control and safety systems at four nuclear reactors in China

-- Good revenue growth across the Group driven by large greenfield contracts in Invensys Operations Management and new market contracts at Invensys Rail

-- Provisional outcome of triennial review of UK Main Pension Scheme shows no change in deficit funding contribution schedule

Wayne Edmunds, Chief Executive of Invensys, commented:

"I am delighted to be leading Invensys in the next stage of its development. Having worked closely with our businesses over the past two years as Chief Financial Officer, it is clear to me that we have three strong divisions each with management strength in depth and the ability to create significant growth and value. We are a global company operating in end markets which each have strong growth prospects. Our overall strategy remains unchanged but we will have an increased focus upon execution."

"We have produced another good performance for the year and, looking forward on a constant currency basis, we expect a year of further progress."

skinny - 28 Jul 2011 07:35 - 33 of 92

INTERIM MANAGEMENT STATEMENT



Q1 2011/12 performance and outlook

Overall the Group made a solid start to the financial year with revenue and operating profit before exceptional items in line with our expectations and, based upon this performance, we continue to expect that on a constant currency basis we will achieve a year of further progress.



Invensys Operations Management

As anticipated, Invensys Operations Management's strong performance in the prior year continued into the first quarter. Excluding a China nuclear order booked in the first quarter last year, order intake was ahead in each major region and across each of our three business sectors, namely control and safety, advanced applications and equipment. Revenue growth was driven in particular by the further ramp-up of work on recently won large greenfield contracts. As expected this change in sales mix has tempered improvements in operating margins.



Invensys Rail

Invensys Rail produced a satisfactory performance in the first quarter of the year with the conversion of its large order book in new markets more than offsetting a slow down in revenue from its traditional markets. Order intake was comparable to the first quarter of last year and it has also recently been awarded a large framework agreement by Network Rail for the Thameslink project in London. The order pipeline remains strong with several large contracts due to be decided during the remainder of the financial year.



Invensys Controls

Invensys Controls experienced lower than expected demand in its core appliance markets in Europe and North America which adversely impacted its first quarter performance. However, based upon customer comments, we expect a recovery in performance during the rest of the financial year, particularly in the second half.



Financial position

At 30 June 2011, the Group had net cash totalling 253 million. The 95 million reduction in the quarter was due mainly to an expected working capital outflow related to large projects in Invensys Operations Management and Invensys Rail, deficit reduction payments into the US and UK pension schemes and a number of other non-operating outflows including for the acquisition of the minority interest in a Chinese subsidiary, Shanghai Foxboro Company Limited.



ahoj - 26 Oct 2011 11:16 - 34 of 92

Where can I find the result day for isys?
Any idea, please.

skinny - 26 Oct 2011 11:20 - 35 of 92

It's next week - Financial Calendar

ahoj - 26 Oct 2011 11:27 - 36 of 92

thanks,
have you baught any?

skinny - 26 Oct 2011 11:39 - 37 of 92

No, I'm not in these currently.

ahoj - 26 Oct 2011 11:42 - 38 of 92

It jumped after my purchase minuted ago. Will add more while below 215.
expect 230 after results.

skinny - 26 Oct 2011 11:58 - 39 of 92

Good luck!

skinny - 01 Nov 2011 12:58 - 40 of 92

01 November 2011

1 November 2011

Invensys Rail Awarded GBP28m Reading Western Mainlines Signalling Contract

Network Rail has awarded the GBP28 million signalling contract for the Reading Western Mainlines programme to Invensys Rail.

The scope of the overall programme covers the remodelling of the Reading Station Area from Sonning to Pangbourne, a new train care depot and four new platforms which will provide increased capacity at and through the station.

Over the four year contract period, Invensys will be responsible for the design, supply, installation, testing and commissioning of the signalling works, including new LED signals, gantries and posts and new lineside equipment.

The contract award follows the success of the Reading Enabling Project, an intensive 27 month programme which saw control of Reading Station transferred to three WESTLOCK computer-based interlockings at the new Thames Valley Signalling Control Centre at Didcot. One of these will be remodelled as part of the Reading Southern Lines signalling project which will be commissioned over Christmas 2011.

Commenting on the Western Lines programme, David Attmere, Senior Project Manager at Invensys Rail said: "We're absolutely delighted to have been awarded this contract, following the work that we have already completed for the Reading Remodelling programme. The same core team will deliver this next programme of work, remaining co-located on site with Network Rail. This arrangement has worked extremely well and has undoubtedly contributed to the success of the project to date. We're now looking forward to working closely with our Network Rail colleagues to deliver this next challenging and technically complex programme of work."

The first major commissioning of the Reading Western Mainlines project will deliver increased capacity at Reading Station and will take place over Easter 2013; the final commissioning is scheduled for August 2015.

Bill Henry, Project Director for Network Rail in Reading said: "The work Invensys Rail is doing is a vital part of the massive plan to upgrade Reading's railway. We'll be working hand-in-hand with Invensys to install this state-of-the-art signaling technology which will allow us to make huge changes to track layout, increase capacity and cut delays. This work will benefit passengers along the entire Western route, from south Wales and the south west to London."

skinny - 03 Nov 2011 08:29 - 41 of 92

Half Yearly Report.

RESULTS FOR HALF YEAR ENDED 30 SEPTEMBER 2011
A solid start to the year despite the uncertain macroeconomic climate around the world

Business highlights
Invensys Operations Management has sustained momentum supported in particular by the oil and gas industries in emerging markets; revenue and operating profit were up over 20% at CER1

Invensys Rail received major orders from Network Rail in the UK and, since period end, we have received substantial awards from new markets, particularly the Middle East

Despite some resilience in the commercial and wholesale segments, Invensys Controls experienced a significant downturn due to a weak appliance market

Financial highlights - continuing operations
Order intake was 1,086 million (H1 10/11: 1,148 million), down 5% (4% at CER), with circa 600 million of further awards at Invensys Rail since period end

Revenue was 1,244 million (H1 10/11: 1,162 million), up 7% (8% at CER)

Operating profit2 was 102 million (H1 10/11: 100 million), up 2% (3% at CER), with a good performance from Invensys Operations Management offset by Invensys Controls

Underlying earnings per share3 decreased 7% to 6.9p (H1 10/11: 7.4p) due in part to increased restructuring costs

Operating cash outflow was 11 million (H1 10/11: 83 million inflow) mainly due to the cash profile of some major contracts and we expect a significant improvement in H2; net cash was 192 million

Interim dividend increased by 10% to 1.65p per share (H1 10/11: 1.50p per share)

The IAS 19 pension liability reduced by 140 million to 327 million (31 March 2011: 467 million)

Outlook

We continue to expect that on a constant currency basis we will achieve a year of further progress

skinny - 13 Dec 2011 07:30 - 42 of 92

RNS Number : 8252T

Invensys PLC

13 December 2011

13 December 2011

Mike Caliel appointed President and CEO of Invensys Operations Management

Invensys plc announces the appointment of Michael J (Mike) Caliel as President and CEO of Invensys Operations Management with effect from 1 January 2012.

Mike was previously with Invensys from 1993 to 2006, latterly as Chief Executive of Invensys Process Systems, the largest of the predecessor companies that were brought together to form Invensys Operations Management in early 2009. He has over 25 years experience in the industry and was until recently CEO of Integrated Electrical Services, Inc.

He is taking over from Sudipta Bhattacharya who joined the Group in 2007 as President of the Wonderware Software division and has been the leader of Invensys Operations Management since February 2009. Sudipta has decided to leave next year to take up a new role outside Invensys. In the meantime, he will be working with Mike to ensure a smooth transition of responsibilities within the division and will also be assisting on group business development in the Middle East and Asia.

Wayne Edmunds, Chief Executive of Invensys plc, commented:

"I am delighted to welcome Mike back to Invensys into a role which is very familiar to him. He has first class experience in the industries the division operates in, our customers as well as our products and technologies. His enthusiasm and drive will now be directed to building on the division's strong market positions.

"I would like to thank Sudipta for his tremendous efforts over the past four years where we have continually shown double digit growth at Wonderware and then at Invensys Operations Management and wish him every success in the future. Invensys Operations Management has shown strong growth since its formation and Sudipta has built an excellent management team to take the business forward under Mike's leadership."
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