The cost of defence spending may be high, but the cost of not spending on defence may be a lot higher.
I too did not take profits at close to £14 , but this is not one I lay awake worrying about...
The question of breaching £14 is when, not if. |
It's The Guardian, it always publishes negative stories around results time. |
Countercurrents - 10/2/25:
A New Military-Industrial Complex Arises - The Secret War Within the Pentagon |
The article was published yesterday the 10th it says, may be old news I agree
but the share price has been becalmed of late so I was wondering why . |
s2, that article is more than 8 years old! |
hxxps://www.middleeasteye.net/news/uk-government-ignored-advice-stop-selling-arms-saudi-says-former-official
might explain why they are down abit today |
As one of the UK’s largest apprenticeship providers, BAE Systems has tested the latest attitudes towards career paths among young people to coincide with National Apprenticeship Week (10-16 February). The findings are part of a newly launched Apprenticeship Barometer, which surveyed 2,000 young people (16-24 year olds) across the country to identify views on education, training and pathways to career success. |
Profits are profits only when taken.Lots have gone for it, I for one am staying in until north of 15 of which I am confident over the next year or two. |
After such a meteoric rise over the last few years, this has got to be one of the worst performing FTSE 100 stocks over the last several months. In hindsight I shoud have sold the rest at 13.58 instead of just another batch. See what happens on Feb 19th before deciding whether to bail for good. |
Interesting concept......
‘Tornado 2 Tempest’: Fighter jet component recycling project off to flying start
Individual parts from retired Tornado aircraft have been ground down and 3D printed into new components suitable for next generation Tempest fighter jets. |
Industrial investment now for the compounding later”
Summary
BAE Systems is well-positioned for growth with strong defense market demand and leading positioning in defense solutions, including with missile leader MBDA.
The latest trading update reaffirms guidance for an H2 similar to H1 in terms of margins and growth, obtainable with ramping organic growth and inorganic growth offsetting Typhoon delivery end.
They are involved in a lot of long-term strategic initiatives including with AUKUS and general maritime MRO and building infrastructure, as well as the Tempest programme.
They are currently making industrial investments in ground vehicles and maritime which will be able to ramp deliveries of already existing and growing segment backlogs.
The valuation remains compelling, and the reinvestment supports compounding and a reversal in FCFY to objectively attractive levels, assuming end-markets grow.
Valkyrie Trading Society
“BUY” |
Boeing chart looking good considering the market bashing
of the 27/jan
RTX corp one to check out, ( missile manufacturer ) prev, Raytheon
30/jan gold spiked to high of $28200 ( $2944) 12/feb
political statements need to be accurate and short
nothing to spook the markets
dyor |
Keep up the good work RW , I somehow doubt that BAe would view this BB as capable of affecting the share price Being a past-employee is an indication of informed interest rather than a source of false optimism. |
In a surprising announceme nt on Sunday evening, the Royal Navy revealed that the seventh and final Astute-class nuclear-powered submarine, previously named HMS Agincourt, will now be called HMS Achilles.
The change was shared via the Royal Navy’s official Twitter account, marking a departure from the name announced in 2018. The boat’s name was confirmed in May 2018, having previously held the in-work name of Ajax.
The Royal Navy stated: “The 7th Astute-class submarine is to be named HMS Achilles, as approved by The King. The name is appropriate in light of the 80th anniversaries this year of VE and VJ Day. Six ships have previously borne the name, earning six battle honours, including the River Plate and Okinawa.”
Perhaps our cousins across the channel dont like being reminded! |
Phillis, nope. Do try to keep up to date. |
PS
Do you work for the Company or just their PR mouthpieces? |
City bank Jefferies sees Rolls at 800p a share as its top pick in European aerospace and defence |
Just for Phillis........
BAE Systems, Inc. has named Hope Damphousse as its senior vice president of Communications, effective today.
I look forward to seeing your thread Phillis!
RW ;-) |
But RW does provide continuous information on contracts which helps to underwrite the share price. |
Ribble Wader a well known BAE mouthpiece continues to spew forth - which has no effect on the sp |
Well , it would appear that , whatever it's cause, the share price decline is over for now. A steady march back to £14?
To probably misquote Plato. " The only people who have seen the End of War are the dead." |
BAE Systems has been awarded an $85 million production contract by the U.S. Navy to deliver additional Network Tactical Common Data Link (NTCDL) systems.
These systems will enhance the U.S. Navy’s situational awareness and tactical battlefield capabilities by enabling real-time and simultaneous networked operations across air, surface, and subsurface platforms.
The NTCDL systems, currently being installed on U.S. Navy aircraft carriers and slated for integration on Constellation-class frigates, facilitate secure, real-time exchanges of voice, data, imagery, and full-motion video. |
In response to a parliamentary question from Rebecca Paul MP (Conservative, Reigate), Maria Eagle, Minister of State for Defence, outlined recent developments in the Future Combat Air System (FCAS), a critical project to deliver the UK’s next-generation fighter aircraft.
Eagle confirmed ongoing progress through the trilateral Global Combat Air Programme (GCAP), a collaboration between the UK, Italy, and Japan. She stated: “The core platform, that will sit at its heart, is being delivered through the Global Combat Air Programme (GCAP). The Prime Minister and his Italian and Japanese counterparts have reiterated their commitment to GCAP.”
Not that its helping the share price at the mo! |
Register for streaming realtime charts, analysis tools, and prices.
Hot Features
Premium
