Simbrad
23 May 2016
"Ahead of final results tomorrow we note that Aveva has scored a new customer. So despite the expected ‘in line’ results with a health warning on the Oil & Gas division, Aveva will be able to call out the success of its new customer engagement model and some sparking technology. No surprise that the customer is ‘Chemicals’ rather than Oil & Gas. We are..." Panmure's note on Aveva is up on Research Tree
Hardboy
19 Apr 2016
Re: Panmure Gordon note - Research Tree Pleasantly surprised by today's reaction to the trading update. I thought the update was fairly neutral (inline with expectations, forex worked against us, but good customer loyalty) so surprised to see such a strong rise.
seadoc
22 Feb 2016
Re: In the Doldrums Not a lot of oilrigs needed, in the medium term?
Mar31
05 Feb 2016
In the Doldrums Any views on why this is continuing on a stately decline?
Hardboy
08 Jan 2016
Most admired companies This is slightly out of date - I'm just catching up with my reading. Each year Management Today does a survey to produce a list of the UK's most admired businesses. They use 9 measures of success, and split into 25 sectors. It is companies' peers who make the assessments. It was published in December's magazine. Aveva were 24th overall (up from 65th in 2014) top of the Software/Computer services sector, They finished 10th of the "Value as a long term investment" measure. There was also a nice right up about Aveva (for coming top of their sector)[link]
pb123
15 Dec 2015
Re: Bouncing back I hope Nice bounce so far
II Editor
15 Dec 2015
NEW ARTICLE: Aveva tanks as Schneider deal folds, but one analyst 'delighted' "Nearly £480 million has been wiped from LSE:AVV:Aveva's market value in just four hours after the British engineering software designer terminated plans for its £1.3 billion reverse takeover of PAR:SU:Schneider Electric. Around half of Aveva's ..."[link]
pb123
15 Dec 2015
Bouncing back I hope Bought in at £14.26
MJS1234
15 Dec 2015
Re: Termination of talks with Schneider ... Hope you are right as just bought in at 1419.GLTAMJS
Hardboy
15 Dec 2015
Re: Termination of talks with Schneider Elec... Bit of an overreaction
idontwanttolose
15 Dec 2015
Termination of talks with Schneider Electric Well done anyone who sold yesterday current SP 1377 (to sell) -787AVEVA Group plcTermination of talks with Schneider Electric15 December 2015 - Cambridge, U.K. - AVEVA Group plc ('AVEVA'; stock code: AVV), one of the world's leading providers of engineering data and design IT systems, announces that following a period of extensive due diligence the Boards of AVEVA and Schneider Electric have been unable to reach agreement and discussions have been terminated by mutual consent. The previously announced terms of the transaction were non-binding and as a result no break fees are payable by either party.During the due diligence process significant integration challenges were identified that could not be overcome without considerable additional risk and cost. This was exacerbated by the highly complex structure of the proposed transaction. As a result, the Board has determined that the anticipated uplift in shareholder value was unlikely to have been realised to the extent previously considered.Following the announcement of the interim results on 10 November 2015, the Board confirms that AVEVA's trading has continued in line with the Board's expectations and the Board's view on the outlook for the full year remains unchanged.
Hardboy
03 Dec 2015
Rise Up 4% on a day when markets are tumbling. Highish volume.I'm not complaining, but I like to understand what drives exceptional moves like this. Any ideas?
seadoc
29 Aug 2015
Bid Speculation From w/e FT:Counterbid speculation helped squeeze Aveva, the design software maker, 4.9 per cent higher to £21.65. Engineers in Germany and the US have been rumoured to be running the numbers on a counter proposal to the group's £1.3bn takeover of Schneider Electric's UK software arm, agreed in July.Regards,Seadoc
broad_bean
22 Aug 2015
Re: Interims lambrini girl predicted this to 860. Currently over 2000. Bad call? Glad I did not sell...
Hardboy
21 Jul 2015
Re: Oh Bingo It sounds to me as if this will be a very long protracted take-over. Can't go above 53.5% for 2 years, then can't go above 75% for another 18 months. So in 3.5 years Aveva may become Schneider's subsidiary.
