Member Info for mike30

http://www.mfrtech.com/news/441197/the_new_ice_3_more_comfort_for_passengers.html

http://www.railwayage.com/index.php/passenger/light-rail/sfmta-readies-siemens-lrt-contract.html

http://www.bbc.co.uk/news/uk-28290574

http://sfbay.ca/2014/07/13/sfmta-to-vote-on-1-billion-contract-for-new-trains/

It's the unknown orders we will pick up from siemens under the framework agreement. If you look how much siemens are making at the moment we are going to get a huge contract soon. My bet is Russia.

http://www.siemens.com/press/en/pressrelease/index.php?content=ICRL here are all the Siemens orders since Turkey which all fall within our framework agreement.

* Transport division - £750k Hitachi Rail Europe contract - 2016 = £400k (eye train passenger counting systems to be installed on its class 800 series trains) * Transport division - £8M Siemens Thameslink contract - 2016 = £1.50M (cctv systems) 2016 revs equate to £2.9M. Additional secured orders - These are already won but contract values have not been released: * eyetrain & passenger counting systems for Bombardier, Hyundai Rotem & Alstom. * MOD SMRE 10 year maintenance & support contract with possible 5 year extension. * Alstrom order for eyetrain & cctv for Coradia Nordic X60 suburban EMU trains to be built in Germany. These equate to circa £2.8M by my calculations. Future Orders: To date i've picked up the following: * Siemens - provide cctv coverage, daynight track monitoring & DOO. Estimated £8.4M * Hitachi Rail Europe - Provide counter systems for class 800 series intercity express programme. Not sure of potential order value? * Hitachi Rail Europe - Possible order for 866 carriages (to replace 125's & 225's). Not sure of potential order value or works? * Bombardier - possible additional 140 carriages following on from initial 116 already ordered. Order value estimated to be £2M * Siemens - order placed in USA for 32 diesel locomotives with an option for a further 225 locomotives. Not sure of potential order value or works? * Siemens - possible further 90 trains to follow on from initial Turkish order. Revs of £19M * Bombardier - Crossrail order which looks v likely. Revs upto 12.45M So possible orders that PEG may pick up in the near term total £41.85M, with the Bombardier Crossrail contract looking v likely. I've not included any value for orders that i don't know a ballpark figure contract sum. OD

Estimated revs & future orders - REV 1 To summarise: * 2014 - £12,925M * 2015 - £7.425M * 2016 - £2.8M * Additional Secured Orders - £2.8M (these are likely to fall in 2014/2015) * Possible Contracts - £41.85M If you actually take the £20M order book which PEG announced, include the recent £4.5M & £1.5M orders this equates to £26M. Now if you break down revs by each contract (as below) you get £23.15M revs & then add in additional secured orders (with no contract value know) of £2.8M, total orders come in at £25.95M which ties in nicely with figures above. So all in all a pretty worth while exercise which gives a clear indication of revenues over the next 3 years. Obviously if PEG are successful with potential future orders of £40M+ which is v likely this will have a positive effect moving forward. Note, the list below is only for guidance and the future order list will no doubt be wholly inaccurate with a large amount of information missing! Again if anyone finds any more possible tenders etc (or corrections!) please let me know and i'll update this post again. BREAKDOWN BELOW: 2014 Revs: * Defence division - £4.5M MOD contract - 2014 = £1M (replacing obsolete components to various aircrafts) * Defence division - £7M RAF contract - 2014 = £6M (replacement of RAF secure management radio capability for use in RAF stations) * Transport division - £750k Hitachi Rail Europe contract - 2014 = £70k (eye train passenger counting systems to be installed on its class 800 series trains) * Defence division - £750k MOD contract - 2014 = £375k (2 year extension for the provision of engineering services related to countermeasures) * Transport divison - £1M contract for Hyundai Rotem of South Korea - 2014 = £1M (eyetrain & cctv for 70 emu cars) * Transport division - £1.75M Bombardier contract - 2014 = £1.75M (eyetrain and DOO cctv systems for 116 new electrostar EMU vehicles) * Transport divison - £8M Siemens Thameslink contract - 2014 = £2.75M (cctv systems) This equates to £12,945,000 for the whole of 2014. 2015 Revs: * Defence division - £4.5M MOD contract - 2015 = £2.5M (replacing obsolete components to various aircrafts) * Transport divison - £1.5M Siemens contract - 2015 = £1.5M (cctv coverage to saloon areas and day/night track monitoring & DOO) * Transport division - £750k Hitachi Rail Europe contract - 2015 = £400k (eye train passenger counting systems to be installed on its class 800 series trains) * Defence division - £750k MOD contract - 2015 = £375k (2 year extension for the provision of engineering services related to countermeasures) * Transport division - £8M Siemens Thameslink contract - 2015 = £2.75M (cctv systems) This equates to £7,525,000 revs in 2015.

http://www.globalrailnews.com/2014/07/11/crossrail-train-designer-appointed/

http://www.railwaygazette.com/news/single-view/view/world-rolling-stock-market-july-2014.html

Pop over to the advfn board and have a quick read. Opaldouglas has done some great work over there putting together a summary of present and future earnings. Worth a read

http://www.railwaygazette.com/news/single-view/view/tcdd-to-order-more-high-speed-trains.html

The wind certainly has been taken out of our sails. Hopefully a juicy contract win will change that

8 million shares not 80?

Hopefully ASAP! The thought of seeing a £19 m contract .....

http://uk.linkedin.com/pub/peter-collins/22/397/ab6 Aventra - My role has involved me working closely with suppliers in the UK and Europe to develop a cutting edge train-based IP CCTV system, including door side Driver Only Operation (DOO) cameras, and pantograph, forward facing, track debris and saloon cameras. The system is designed to meet customer expectations from previous projects http://uk.linkedin.com/pub/darren-jones/43/86a/970 Lead Engineer (Aventra Platform), I had overall responsibility of the TCIS scope of supply from a technical and delivery standpoint for the following systems:- • Train Control Management System (TCMS) • Selective Door Operation (SDO) • CCTV On train/Platform DOO • Passenger Information System (displays & Audio) • Telediagnostics • Infotainment • Passenger Wifi • Passenger Counting • Electronic Seat Reservation Previous work: TCMS system integration engineer responsible for the design and implementation of an integrated SIL1 DOO CCTV system installed on the class 379 EMU (Stansted express). Working with the supplier (Petards) to develop a complex and innovative system design with the highest specification of any CCTV system recently procured for use on UK rolling stock

But good for petards http://m.berwick-advertiser.co.uk/news/business/rail-plans-cause-concerns-for-rmt-1-3469802

Not a big believer in codes but will be happy to be proved wrong :)

http://www.imeche.org/news/engineering/hitachi-awarded-extra-1-2bn-intercity-train-deal

http://www.globalrailnews.com/2014/04/16/financial-close-for-intercity-express-programme/