With an incredibly tight timetable for introduction of the new Thameslink fleet the smart money must be on Bombardier.
The first units are due for testing in Autumn of 2011.
The company already has dual voltage electric trains operating on the Southern and the work done on developing a lightweight Turbostar for London Midland and Loo-Roll could presumably read-across to their Electrostar production lines.
Sources close to Litchurch Lane also indicate that capacity at Derby would not be a problem (despite the company talking up full order books).
Siemens may be in with a chance with the lard-butt Desiros but the Fact Compiler hears disturbing rumours that the company is quoting silly prices for desperately needed Trans-Pennine infill vehicles. Which may explain why no orders have yet been placed.
Alstom looks like also-rans as they haven't yet got a design.
Of course it would be dangerous for Bombardier to get too complacent as the inclusion of Hitachi in the pre-qualification list will require some serious sharpening of Derby pencils.