Bae Systems Share Discussion Threads

[jacobs322] 31/3/2013 21:13

those interested might want to take a look at Spread Betting eMagazine April edition which is now online – the issue is a Gold Mining Supplement Special. [not related but interesting]

[miata] 20/3/2013 17:29

30 day movers, FTSE Top 10:

Name 30 day Chg (%)
BAE Systems 19.61
Prudential 17.3
Aggreko 16.58
IAG 15.18
IMI 13.79
L&G 13.23
Sainsbury 13.17
REXAM 12.28
Rolls-Royce 12.09
ITV 11.2

[miata] 20/3/2013 11:23

9:30 am wobble this morning due to the BoE minutes which led to a blip on the USDGBP exchange rate. Result 6:3 against adding to QE.

[miata] 19/3/2013 20:49

Investec raised its target price from 325p to 375p, while retaining its hold recommendation.

19 Mar BAE Systems Plc BA. Investec Hold 393.40 383.90 325.00 375.00

[domtheone] 19/3/2013 20:18

What comes after 400p. A pause/consolidation or little resistance up to 480p.

[domtheone] 19/3/2013 14:22

Or a UK bank for that matter.

[wad collector] 19/3/2013 10:14

Closer to 4 yr high now. I have rather a lot of these , perhaps ought to sell some to balance my portfolio a bit , but I would rather have these than put them into a Cypriot bank...

[wad collector] 18/3/2013 21:08

Rather depends on whether the money is really new money , or like most of these announcements , old money restated!

[deadly] 18/3/2013 17:23

News: British Aerospace industry to benefit from £2bn investment from government.

Should benefit BA tomorrow.

[zulu001] 18/3/2013 09:32

BAE Systems has signed a key £2.5 billion deal with Oman to supply 12 Typhoon fighter jets and eight Hawk trainer jets to the Persian Gulf country.

[anhar] 18/3/2013 08:03

I disagree with him too but no dividend can ever be described as 100% safe, they're nowhere near that level of dependability.

[phoenix1234] 16/3/2013 14:13

This man WRONG about dividend - v good yield 100% safe IMHO

[anhar] 15/3/2013 09:56

"Today the pound has fallen and BA. has risen! Exactly."

My mistake, I meant of course that the pound has risen and BA. has risen which shows that there is no currency/share price relationship of any reliable nature.

[anhar] 15/3/2013 09:55

Read what I said which was "...in the overwhelming majority of cases..."

So I'm saying that, very rarely there is a genuine reason, I'm not disagreeing. Examples might be a bid or the case you mention etc. But those are a minuscule fraction of all the movements out there happening every second. All the rest will be random.

[smicker] 15/3/2013 09:53

anhar,
"It is futile to seek reasons for short term share price moves because in the overwhelming majority there are no reasons, they are random"

So, the arrest of staff had nothing to do with TNI falling 20% yesterday, the capital markets presentation had nothing to do with the TCG price rise the same day. The BLAND fundraising had nothing to do with the price fall that same day.


I dont often use the filter button but

[anhar] 15/3/2013 09:52

Yes I agree in theory but that doesn't apply in practice here. Today the pound has fallen and BA. has risen!

I think you might agree that there just isn't such a simple currency/share price relationship regarding BA.. Back to randomness.

[anhar] 15/3/2013 09:42

It is futile to seek reasons for short term share price moves because in the overwhelming majority there are no reasons, they are random. Long term, it is earnings which tends to drive share prices.

A lot of small investors like to perceive short term move reasons, I suppose because it gives them comfort, but those reasons will normaly be spurious. That's the way the market works, share prices nearly all move randomly in the short term.

The weakness in human nature is the naive belief that there must always be a reason for everything. It's the way we're wired by evolution and in many walks of life it is useful, but it gives rise to a lot of misleading trails when applied to the stock market. Which is one reason why the small investor trying to trade short term will nearly always lose money in the end or make very little.

As for buybacks they most certainly do not in general drive up share prices so there is no reason to believe that this is why BA. has risen lately. Many shares fall or go nowhere when operating buybacks so they are not a reliable buy signal for a rising share price.