Bae Systems Share Discussion Threads

[minerve] 26/9/2016 15:03

Ribble

If your'e an investor the FT should have you as a subscriber. Seriously. It will pay for itself if you read it regularly.

[philanderer] 26/9/2016 14:07

Dassault's Rafale jet now looking for orders in Malaysia, UAE, Canada and Belgium

[ribblewader] 26/9/2016 13:03

Philanderer, the above link requires subscription

[philanderer] 26/9/2016 12:51

Dassault India order blow to Typhoon

[minerve] 26/9/2016 10:55

I may add here too. Wait and see what happens.

[essentialinvestor] 26/9/2016 10:28

Had a very small amount, may add some more lower if available.

[minerve] 24/9/2016 21:41

I would be surprised if the dividend was hit even if dividend cover was low. Forward order book and lower cost borrowing wouldn't make continued dividend payments seem reckless or unaffordable IMO.

[philo124] 24/9/2016 14:41

Thanks very much indeed.

[fangorn2] 24/9/2016 11:03

Cyber security - page "Numbered" 9 (bottom right)



Segmental analysis
1H'16 1H'15
Cyber & Intelligence Sales £833m £746m
Ebitda £18m £27m

So circa 10% group sales, margin seems to have fallen a tad given divisional Ebita fallen from same time last year,but group Ebita up.

[philo124] 23/9/2016 20:22

Anybody know how big the cyber security division is currently?

[fangorn2] 23/9/2016 17:37

BAE Systems's heir presumptive picks up shares

Woodburn picked up 26,498 shares at an individual price of 536p for a total consideration of £142,029.28 on 22 September, the company said in a statement.

[philanderer] 23/9/2016 17:13

Danish infantry vehicle contract

[minerve] 23/9/2016 16:34

Plus all this nonsense about not selling to SA by the PC half-wits.

[philanderer] 23/9/2016 13:47

Nice buy from the COO yesterday for £150k

Barclays still retaining 'underweight' and 430p target.

Pension defecit and not holding the dividend still overhanging I suppose.

[philanderer] 21/9/2016 22:00

Today's share price drop....

FT tonight reporting that there are now market concerns that BAE will not be able to hold the dividend at the current level.

[fangorn2] 21/9/2016 18:58

More fool them for purchasing French fighters.

[fangorn2] 19/9/2016 18:05

That might well be the case but you get double the payments :)
And you dont have to sell them exactly the same stuff!

[minerve] 19/9/2016 17:26

If you sell to both sides you will also be on the losing side and perhaps blamed for it.