UK joins Italy and Japan to develop British fighter jet to rival America’s F-35 |
Interesting statements from NATO SG:
"Russia is preparing for long-term confrontation, with Ukraine and with us," Mr Rutte said during a speech in Brussels.
"We are not ready for what is coming our way in four to five years," the NATO secretary general said.
He added: "It is time to shift to a wartime mindset, and turbocharge our defence production and defence spending." |
More orders:
Interesting new product launch: |
Ruffj
If you drop the "full stop" and the end of the URL your link wont show a 404 error |
More orders. |
 I don't think that since Russia invasion of Ukraine Europe will remain complacent and sleepy as it used to be for many decades.
Now that the US is reducing its military commitments, I am convinced that they will increase their defense spending and thus readiness to any eventuality in case Putin or any other dictator that will replace him has other ideas in the near future.
This is flagged up by the $2.5 billion awarded to BAE recently by Sweden and Denmark.
IMO this is just the wake up call for defense spending for every European country.
The same applies to the Far East including Japan when continuous threats and intimidations from China towards Taiwan and in the pacific towards the philippines and Japan happen on a daily basis. This is without adding North Korea playing war games by launching all sorts of missiles around the area.
That could trigger a disaster with Japan or South Korea for instance if a missile lands by mistake on a city.
No need to add the Middle East where every country is arming to the teeth.
IMO this is the first time in history, the whole world is in turmoil. |
Chief BIf Trump forces Ukraine to accept a bad settlement that will be seen as rewarding Putin's aggression and emboldening him to further acts of aggression elsewhere. The obvious reaction to that situation will be for Nato countries to increase their military expenditure. And of course Trump will in any case pressure them to do so. That augurs well for BA. |
Dire performance since the US election result. Peace coming (guess the smart ones got out on Nov 4th!). |
"Restocking of military equipment linked to the conflict in Ukraine will be a boon to the group, as will ‘the demand boost from the US supplemental aid package to Ukraine’." |
Far far oversold in my view.
In 2025 it will be hitting £16+. |
Berenberg lifts BAE Systems target price
Near and long-term growth drivers at BAE Systems (BA) remain ‘compelling217; for Berenberg.
Analyst George McWhirter retained his ‘buy’ recommendation but increased the target price from £13.60 to £14.30 on the Citywire Elite Companies AAA-rated defence group, which fell 1.5% to £11.81 on Tuesday, but has gained 13.2% over the last 12 months.
‘The growth drivers for BAE Systems continue to be its maritime division, and its armoured vehicles businesses in Sweden and the US – 33% of revenue combined,’ McWhirter said.
‘Visibility is extending in each of these areas through recent contract awards and the order pipeline will remain buoyant over the coming years.’
Restocking of military equipment linked to the conflict in Ukraine will be a boon to the group, as will ‘the demand boost from the US supplemental aid package to Ukraine’.
‘Longer-term drivers beyond this are the global combat air programme fighter jet and the Aukus submarine alliance, which will run for several decades, offering good visibility,’ said McWhirter. |
Qatar has signed a memorandom of intent for the acquisition of 12 Typhoons, good news for NW UK! |
BERENBERG RAISES BAE SYSTEMS PRICE TARGET TO 1440 (1360) PENCE - 'BUY' |
We need companies like BAE so deter war, stop oppression and bullying by the likes of Russia and China: |
airline revenues to top $1 tr, next yr despite a shortage of spares
grounding planes, but air passengers to reach 5bil in 2025
13/dec ba to invest 1bl on speeding up 787 production
on the 13/nov the share price was 138 now 169
30/dec europe's smaller airports hit by fog delays some brits hit by 48hr delays
TUI doing a good job having to rescheduled thousands of skiers hols
8/jan BAE up 3.12% to 1190p
dyor |
FAST Labs™ research and development organization awarded $12 million contract from DARPA
The U.S. Defense Advanced Research Projects Agency (DARPA) has awarded BAE Systems’ FAST Labs™ research and development organization a $12 million contract as part of the High Operational Temperature Sensors (HOTS) program.
Many critical defense and industrial systems such as hypersonic aircraft and missiles, automotive, jet engine turbine, and oil-and-gas systems that operate in extreme temperature conditions. Current sensors have limited performance as they cannot operate in temperatures higher than 225°C. Their capability is limited by the materials that comprise the sensors themselves, the accompanying circuitry (e.g., silicon-based transistor technology) and packaging. |
"BAE Systems has won a new $2.5 billion contract to build more CV90 combat vehicles for Denmark and Sweden, the company announced Friday. Denmark has ordered 115 new CV9035 MkIIICs, and Sweden is acquiring 50 new vehicles. The deal also includes financing more vehicles bound for Ukraine." |
Europe needs to arm up. Everything sent to Ukraine needs to be replaced. This is a multi year bull mkt for defence stocks imho |
Due possibly to Trump pushing Ukraine to ending the war and sign a peace deal with Russia.
But regardless, BAE business itself is a solid and sound medium to long term hold. |
Suspicious, isn't it. Almost as though a big announcement is due and someone wants to buy cheap beforehand. |
Good old CV90 again. With news like this, I am suprised at the drop?
BAE Systems has signed individual contracts worth a total of approximately $2.5 billion with both Sweden and Denmark for new CV90 combat vehicles.
These contracts come under a new three-party framework agreement with the Danish Ministry of Defence Acquisition and Logistics Organisation (DALO) and the Swedish Defense Materiel Administration (FMV) to expand the acquisition of new CV9035MkIIIC combat vehicles for both countries. This builds on an initial contract signed between BAE Systems and Sweden’s FMV in May 2024.
Under these contracts, Denmark is procuring 115 new CV9035MkIIICs, while Sweden has agreed to acquire a total of 50 new vehicles. The agreement also includes further vehicles for Ukraine financed by the two governments. Together, this takes the total value of CV9035MkIIICs contracted under the framework agreement to approximately $2.5 billion, including spares, support, logistics, and training. |
Surprised nobody has picked up on the following from the FT:
Qatar has said it will buy another 12 Eurofighter Typhoon aircraft from Britain, easing fears of a gap in workload on the UK assembly lines for the pan-European combat aircraft.
The commitment came after this week’s state visit by the emir of Qatar during which he held talks with Sir Keir Starmer about strengthening economic co-operation between the two countries.
In a joint statement issued by Qatar on Thursday evening, the emirate said the two countries had agreed to extend the existing partnership between the Qatar Amiri Air Force and the Royal Air Force beyond 2030.
The extension, it said, would “allow for the continued development of capabilities through the training, exercises, and graduation of Qatari and British pilots in both countries”. To enable this partnership, it added, “Qatar will procure an additional 12 Typhoon jets”.
Although Qatar has not yet signed a firm contract, the news should bring a much-needed boost to BAE Systems, Britain’s biggest defence group, which assembles the aircraft for the emirate at its facility in Warton in Lancashire. In the first half of next year, the factory is due to deliver the last two jets from a previous £5bn order by Qatar for 24 Typhoons signed in 2018. |
You always need adequate human forces for many tasks though, to overview the logistics etc. on the ground.
We saw the result of the recent Russian air force actions in Syria while the rebels are advancing towards the capital. |
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