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
- 29 May 2009 08:55
- 9 of 92
Looks like its got Brokers support and on such a low forward P/E 10.5 im not suprised......
Invensys PLC
FORECASTS
2010 2011
Date Rec Pre-tax () EPS (p) DPS (p) Pre-tax () EPS (p) DPS (p)
Evolution Securities Ltd
14-05-09 BUY 194.50 20.70 7.00
Singer Capital Markets Ltd
15-05-09 BUY 201.60 20.70 3.00 225.10 22.40 4.00
Exane BNP Paribas [D]
28-05-09 HOLD 121.00 19.25 1.00 175.00 18.77 1.00
INVESTMENT RATIOS
2009 (A) 2010 (E) 2011 (E)
EBITDA m m m
EBIT m 234.00m 250.00m
Dividend Yield 0.00% 1.97% 1.69%
Dividend Cover x 4.44x 5.60x
PER 10.67x 11.41x 10.55x
PEG 0.44f -1.74f 1.28f
Net Asset Value PS p p p
goldfinger
- 29 May 2009 09:38
- 10 of 92
And sp is now below Investor Chronicles Buy tip sp...
22.05.09: -9.5, (228.25) IC says Buy (243p): BULL POINTS Less cyclical than in the past - Has net cash - Could benefit from government spending - Paying a dividend again BEAR POINTS Weak market for controls - More restructuring charges.
goldfinger
- 09 Jun 2009 09:38
- 11 of 92
Broker upgrade....
1158 GMT [Dow Jones] Evolution Securities raises Invensys (ISYS.LN) target price to 322p from 300p. "We believe that the current share price does not recognise the recovery potential within Invensys," says brokerage. Adds not only will the operating platform recover but it has substantial firepower, with GBP701M cash by 2012, to add a further dimension. Has a buy rating. Shares -3% at 227p. (ISD)
goldfinger
- 09 Jun 2009 11:34
- 12 of 92
for all you chartists!!!
CHART Invensys ST: as long as 213.25 is support look for 280.75
(TRADING Central) PARIS
Our pivot point is at 213.25.
Our preference: as long as 213.25 is support look for 280.75.
Alternative scenario: below 213.25, expect 189.75 and 176.
Comment: the RSI is above 50. The MACD is positive and below its signal line. The stock could retrace in the short term. Moreover, the stock is above its 20 and 50 day MA (standing respectively at 227.29 and 196.62).
Supports and resistances:
295 *
280.75 **
266.5
234.5 last
222.25
213.25 **
189.75 *
(c) TRADING Central 07-06-09
ahoj
- 09 Jun 2009 12:14
- 13 of 92
cleanning was needed though.
goldfinger
- 10 Jun 2009 08:03
- 14 of 92
Bullish comment from Zak Mir Pro TA chartist......
Zak Mir
Reged: 28/06/07
Posts: 859
Re: Invensys (ISYS)
#447912 - 09/06/09 04:10 PM Edit Reply Quote
Although a Paris based chartist may simply look back and see what the last major high on a stock is to give you a target, a British chartist like myself draws a line of resistance from November to target 320p on a 3 month view. The stop loss is a January 2009 support line at 210p.
goldfinger
- 10 Jun 2009 09:04
- 15 of 92
What The Brokers Say
Strong Buy 4
Buy 2
Neutral 6
Sell 1
Strong Sell 1
Total 14
goldfinger
- 11 Jun 2009 13:49
- 16 of 92
ISYS Invensys on a charge today and I can see why.... just broken out upwards from a flag chart pattern. Should be on our way to 280p plus and then a smidging of resistance around 300p......NICE

"
goldfinger
- 11 Jun 2009 14:42
- 17 of 92
Invensys up on Goldman sector upgrade
Thu Jun 11, 2009 8:43am BST
Shares in British engineer Invensys (ISYS.L) rise 3.6 percent after Goldman Sachs upgrades the company, which makes industrial controls and automation systems, to "buy" from "neutral".
"The group's Operations Management business appears to be weathering the downturn better than we had expected, and in the context of our higher 2009 and 2010 end-market forecasts for oil and gas capex, we raise our forecasts for the company," Goldman says in a note.
goldfinger
- 12 Jun 2009 09:31
- 18 of 92
BRIEF-Nomura starts European capital goods
12 Jun 2009 - 07:35
June 12 (Reuters) - * Nomura starts European capital goods sector with bullish stance * Nomura rates Alstom Demag Cranes Invensys buy * Nomura rates philips , Rexel Schindler buy * Nomura rates Schneider Electric SKF AB Smiths Group
buy * Nomura rates Atlas Copco Bodycote KONE reduce * Nomura rates Konecranes Tognum Tomkins reduce
((Bangalore Equities Newsroom; +91 80 4135 5800; within U.S. +1 646 223 8780))
ahoj
- 26 Jun 2009 13:00
- 19 of 92
After some quiet days, should start a ride to 24p imo
Add while some sellers exist.
ahoj
- 26 Jun 2009 15:13
- 20 of 92
very jumpy!!
jkd
- 04 Jan 2010 18:48
- 21 of 92
gf
looks like another one you got right.well done. i took a punt just before the xmas close that it will break up thro that 300 resistance you mentioned. could be wrong but using a daily trend line stop loss to hopefully keep me in my position, if not will take a small loss.
regards
jkd
ahoj
- 08 Jan 2010 19:04
- 22 of 92
350 is the next stop, I think.
My target is 460 by year end.
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.
SP target former resistance at 350p and then 400p...........
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