Bae Systems Share Discussion Threads

[ribblewader] 15/11/2016 12:14

Fangorn a one on one Typhoon/F22 happend a few years ago over the Irish Sea. As your posted article said "if you cant see it, you cant shoot it" which is just what happened. If Typhoon gets close enough it wins, its just not that simple!

[fangorn2] 15/11/2016 11:46

@Shalder,

it'll be interesting to see whether the timetable slips or is sped up. all needs to be seen in context of strightened times I guess..a global slowdown is coming, and bond yields look set to sruge (which will result in the house of cards falling over imo)

Yep - from the content I've seen it would appear the F35 is as you say, and less of a out n out fighter.Strange to focus solely on purchasing those then - What no F22?

"RAF jets to face US F-22 stealth fighters in mock battles over UK back in April 2016 - Typhoon vs F22"

Anyone know how those went?

[shalder] 14/11/2016 17:09

I'm confident we will have 24 F35B by the early 20's but several of the airframes purchasede so far are test aircraft, and i think that all the foreign F35 operators are going to retain some in the US for test and development use for years to come. what i think is that the UK having 24 or 2 operational squadrons cleared for shipboard use (in addition to those retained on land and USA) is going to be nearer 2025 than 2020 unless the acquisition rate is stepped up.

re performance against the Sukhoi, who knows really although these is no way the F35B could dogfight against it. For my money the F35 was designed primarily as a strike/attack plane so the fighter designation is slightly misleading. The planned 700+ F22 were supposed to deal with the air-to-air threat.

[philanderer] 14/11/2016 15:59

NEW YORK--(BUSINESS WIRE)--BAE Systems’ cyber threat hunting experts are helping US businesses to track down threats that would otherwise evade detection through its newly expanded Managed Security Service. The solution provides real-time, continuous monitoring and threat assessment, enabling businesses to identify new threats and react with speed and accuracy to reduce the potential damage caused by an attack

[fangorn2] 14/11/2016 15:01

"BAE Systems locked in a $193 million contract (N00024-17-D-2321) to install and activate the combat systems on the USS Zumwalt and USS Michael Monsoor, the first two Zumwalt Class destroyers in the US Navy's fleet. This is a significant contract not because of the dollar amount but because of the direction the Navy could be headed as far as asset posture is concerned. The Zumwalt class is an incredibly advanced nearly stealth guided missile destroyer that quite frankly makes every other boat look stupid."

[fangorn2] 14/11/2016 14:59

"and it won't have 24 x F35B until around 2025"

Are you sure?

I heard 2020 myself, some have started to arrive now.

The Ministry of Defence has so far bought eight of the jets, which are set to fly off the two carriers by 2020.

Mail article shows they theyre expecting to have 48 aircraft BY 2023




F35 vs SU35

"If the F-35s were left to their own devices, they would probably be alright even against the Su-35––if they played their cards right. The F-35s pilots would have to use their stealth, onboard and offboard sensors and smart tactics that play to the F-35s strengths and avoid its weakness. That means using the jet’s stealth and sensors to engage enemy fighters from beyond visual range and avoiding a visual range turning fight where the F-35 is vulnerable."

"Close in, the JSF does not have the maneuverability of the Raptor––or even a F-16 or F/A-18. If forced into a dogfight, an American F-35 pilot’s superior skills and experience might be the only factor that might save him or her from being shot down."




I presume you got your opinion from

"Why the F-35 is a sitting duck for the Flankers"

"“It’s a turkey,” declares aerospace engineer Pierre Sprey in an interview to Dutch television. Few people are as qualified to speak about fighter aircraft as Sprey. He is the co-designer of the F-16 Falcon jet and the A-10 Warthog tank buster, two of the most successful aircraft in the US Air Force (USAF)."

Worrying




Let's hope we dont get the chance to test which is superior eh!

[philo124] 13/11/2016 08:46

Target Raised 20p to 675p by JPM.

[shalder] 12/11/2016 19:11

and only one will be operational at any one time
and it won't have 24 x F35B until around 2025
and if you put up F35Bs as air superiority against the Su-33? hmm....

[fangorn2] 12/11/2016 18:23

"And the really good news is that our new carrier is almost twice the size of the Kuznetsov, and when loaded with 24 fifth generation F35B Lightning IIs, she promises to be far more powerful than the Kuznetsov – and we’ll have two of them."



The bad news is that we have to wait until 2018 for the first of the carriers to come on stream, and then without her F35Bs (they won’t arrive until 2020)

[philanderer] 11/11/2016 17:16

Director Alan Garwood doing the same as a few did yesterday, dumping 33,000 @ 605p

[minerve] 11/11/2016 17:07

It got ahead of itself slightly. Top-sliced recently but still my largest holding.

[wad collector] 11/11/2016 14:01

Remind me why it went up yesterday ; the Market seems to have forgotten today!

[philanderer] 10/11/2016 20:27

BAE Systems extended a record high, up 4.6 per cent to 612p. “The near term is not about fundamentals or estimate revisions per se (which won’t change much) but instead about the simplistic view that defence spending under Trump will be higher,” said Barclays.

[philanderer] 10/11/2016 17:37

Great stuff PHIL :-)


U.S. Navy Awards BAE Systems $36 Million Contract to Upgrade USS New Orleans

[philo124] 10/11/2016 13:43

Also sold SHP at £51. lol. Both could well go higher longer term.

[philo124] 10/11/2016 13:39

Lucky, in Espana foned broker and told him to sell and save the chat till he foned back.

[wad collector] 10/11/2016 13:29

Phil you were best at calling top ! For now....

[cyfalafwr] 10/11/2016 12:58

Decided to top slice 30% of my holding got 620p having bought ,for the divi really,at 430p.A profit is a profit.

[philanderer] 10/11/2016 12:30

Couple of brokers from FT Alphaville:


BAE Systems PLC (BA.:LSE): Last: 616.50, up 31.5 (+5.38%), High: 631.50, Low: 588.00, Volume: 11.52m
BE
Record high, that.
PM
sheesh
BE
Reasons are obvious, and much as we went through during yesterday’s rather shellshocked session.
BE
BAE gets 35% of revenue from the US
BE
JPM Caz says ………
BE
We believe Mr. Trump’s election win brings
material multi-year upside potential to the European defence sector. (1) Mr
Trump has pledged to increase US defence spending. (2) He has pledged to
stop “subsidizing” NATO, which could drive a material defence spending
increase for non-US NATO members. (3) He wants other US allies like Japan
to spend more on defence, rather than rely on the US for security. (4) Defence
stocks are an attractive safe haven in a world of weak GDP growth and
growing geo-political uncertainty.

BE
And UBS …..
BE
DoD’s base budget is currently capped by the bipartisan budget agreement (for FY17)
and sequestration thereafter (Budget Control Act), which remains the law of the land.
We believe a Republican sweep increases the likelihood that sequestration is undone,
more so without corresponding equal increase for non-defense discretionary spending
that Democrats have previously demanded. Both Trump and Republican party
platforms list overturning sequestration as a priority.

BE
We estimate a return to pre-sequestration DoD budget would imply a level similar to
the FY12 proposal (Gates budget) at ~$560B with 2.5% CAGR to ~$615B (Figure 1).
This is generally 5% higher than current plan including FY17 request at ~$530B. Initial
FY18 budget request due in February, although new administrations are traditionally a
few months late with their submission.

BE
DoD is currently operating under a continuing resolution (CR), which maintains funding
at prior year levels. CR expires 12/9, providing one month to pass a FY17 funding bill or
extend CR. Key debate is how much funding within the OCO (supplemental) account is
directed towards base budget needs beyond the $5B that was in the initial budget
request. Press reports (InsideDefense) also indicate that the administration is likely to
submit a small additional OCO (war spending) request ($3-6B)

[ribblewader] 10/11/2016 10:36

I saw the 630 on ADVFN and went for the sell, Lloyds gave me 621. Think I might need to look at my dealer!

[ribblewader] 10/11/2016 10:33

Just sold a few @ 621

[chiefbrody] 10/11/2016 10:18

That's 15% up in 1 and a bit days lol.Can this just be the Trump effect...!

[babbler] 10/11/2016 10:11

Shorts must be closing left right and centre. Helping the price.

[wad collector] 10/11/2016 10:02

Sold some more at 625. Sell and regret but 40% in a yr will do me. And suspect I will be buying back soon ...

[philanderer] 10/11/2016 09:48

JP Morgan reiterating 'overweight' , increasing tp from 655p to 675p