Bae Systems Share Discussion Threads

[philanderer] 06/8/2016 10:02

BAE Systems : A New Kind of GPS Ushers in a New Age for Defense Tech

[philanderer] 05/8/2016 23:19

'Factors That May Unsettle Stable Defense Stocks'

[philanderer] 04/8/2016 17:01

Nice one RW :-)

[ribblewader] 04/8/2016 16:12

BAE Systems win 10 year support contract with RAF for Typhoon support, not a great suprise but worth a bob or two....
hxxp://www.raf.mod.uk/RAFconingsby/newsweather/index.cfm?storyid=51B77795-5056-A318-A85F80E413A35300&rss=true

[philanderer] 03/8/2016 11:53

BAE Systems develops improved small-calibre ammunition for UK military

[philanderer] 02/8/2016 11:00

The shipyard in Barrow has awarded a £67m contract to a construction firm to build an extension on the Devonshire Dock Hall.

BAE Systems has signed a £67 million contract with Morgan Sindall to extend its Devonshire Dock Hall to incorporate new manufacturing and installation capabilities. The facility hosts the construction of Astute-class submarines and is where Successor will be integrated and tested.

[philanderer] 01/8/2016 17:38

BAE Systems gets $51 million Minuteman III contract modification




BAE Systems Southeast Shipyards Mayport LLC received a $9.7 million contract for repair work on the USS The Sullivans.

[philanderer] 01/8/2016 13:36

Sorry RW it worked ok for me... here`s the lead in para , but better not C+P the whole article for copywright reasons..


The Ministry of Defence is planning to release more than £1bn, possibly as early as September, to enable BAE Systems and Rolls-Royce to begin manufacturing the first of four ultra-stealth submarines that will form the centrepiece of Britain’s renewed nuclear deterrent.


High quality global journalism requires investment. Please share this article with others using the link below, do not cut & paste the article.

[ribblewader] 01/8/2016 12:58

Philanderer, The FT link requires subscription

[philanderer] 01/8/2016 09:48

Anzacs to get Chloropac systems




MoD to release £1bn for stealth submarines

[philanderer] 31/7/2016 18:38

Armscor's R1.4bn bills from arms deal companies

[philanderer] 30/7/2016 00:21

BAE calls for anti-monopoly controls on it to be removed after 17 years

[philanderer] 29/7/2016 17:31

"3 dividend growth shares with wide margins of safety"


BAE Systems(LSE: BA) is set to benefit from a number of favourable tailwinds this year. Despite rising global economic uncertainty, defence spending is rising across Europe and the Middle East on concerns over regional stability and increasing geopolitical tensions. Moreover, the recent fall in the value of the pound against the dollar would make exports cheaper and boost the sterling value of BAE's foreign currency earnings.

Notwithstanding the favourable near-term outlook, the stock is a great income pick for two key reasons. Firstly, due to its strong backlog of orders (around £36bn at the end of June), the company has a high degree of certainty over its future revenues.

Secondly, BAE earns nearly half of its revenues from service and maintenance contracts, which produce a steady, predictable, low-risk revenue stream over a long period of time.

The company yesterday reiterated its guidance for underlying earnings per share to be between 5% and 10% ahead of last year. Shares in BAE currently yield 3.9% and trade at a forward P/E of 13.3.

[philanderer] 29/7/2016 09:29

Fears of cyber enemies within blue chip firms boosts security tech sales at BAE Systems

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'3 Neil Woodford high-yield shares to protect your portfolio from Brexit'

Solid buy

Half-year results yesterday from BAE Systems(LSE: BA) were solid, if unspectacular, which is just the ticket. Revenue of £8.3bn was up 3.5% on the same period last year and underlying earnings per share (EPS) increased 1.8%. Meanwhile, the order book remained impressively robust at £36.3bn.
Chief executive Ian King said the firm's seeing "encouraging signs of a return to growth in defence budgets" in the US, and anticipates no "material near-term trading impact" in the UK as a result of the Brexit vote.

As a result of some anticipated trading bias to the second half of the year, BAE said it expects full-year underlying EPS to be 5% to 10% higher than 2015's adjusted underlying EPS of 36.6p. At a share price of 540p, that gives an undemanding forward price-to-earnings (P/E) ratio of 13.5 to 14. And with a prospective above-market-average dividend yield of 4%, I rate the stock a buy.

[chiefbrody] 28/7/2016 22:47

Or nothing but blue sky ahead :-)Looking (aka hoping) for 600p by Y/E.Alternatively, wouldn't mind another mini market crash and these get dragged down 100pts for a top up.

[lateralam] 28/7/2016 22:34

Seems there could be some profit taking as we near the ATH levels.

[philanderer] 28/7/2016 17:05

BAE Systems, Rheinmetall Shortlisted For Australian Land 400 Mounted Combat Reconnaissance Evaluation

[philanderer] 28/7/2016 09:34

'BAE Systems Awarded $245 Million Contract for UK Type 26 Gun System'


ARLINGTON, Va.--(BUSINESS WIRE)--BAE Systems has received a $245 million contract from the UK Ministry of Defence (MOD) to provide the gun system, known as the Maritime Indirect Fires System (MIFS), for the Type 26 Global Combat Ship. This award follows the MOD’s announcement of BAE Systems as the preferred bidder last year after a competitive process.

[philanderer] 28/7/2016 08:57

Steady as she goes , no shocks ;-)


'BAE confident of growth despite missing expectations'






'BAE First-Half Earnings Rise 6.1% on Jet, Cyber-Security'

[philanderer] 27/7/2016 17:50

BAE Systems to start production of its next generation connected clothing

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[mj19] 26/7/2016 23:26

This would be niceGoldman Sachs upgraded BAE Systems PLC (LON:BA) to 'Conviction Buy' With 653 PTBy Warren Smith / in UK Broker Ratings / on Tuesday, 05 Jul 2016 09:20 AM / 0 CommentsAccording to a report issued to investors by Goldman Sachs on Monday, shares of BAE Systems PLC (LON:BA) had their rating upgraded by analysts to 'Conviction Buy'.

[philanderer] 26/7/2016 17:25

The nation’s top defense contractors are drafting bids in anticipation of an Air Force request for proposals to develop the next generation of nuclear-tipped intercontinental ballistic missiles.

...... BAE Systems is the prime support contractor that is helping write the requirements for the GBSD.

[philanderer] 26/7/2016 13:24

Military (And Portfolio) Defense: Time To Re-Up


.........But I suddenly thought better of it, caught myself, and decided to reverse course by adding a position in BAE Systems (OTCPK:BAESY), a UK firm but a top US military defense contracto

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