Bae Systems Share Discussion Threads

[chiefbrody] 02/8/2017 09:11

Yup. Another 2%. Every little helps.

[ribblewader] 02/8/2017 09:01

Interim divi raised again......

[chiefbrody] 01/8/2017 22:15

HY numbers out in the morning.A day half as good as RR had would bring a little happiness to most after a dreadful July.

[philanderer] 25/7/2017 08:51

25th july Kepler buy tp 700p

reiterates

[bluemango] 24/7/2017 14:12

Maybe the IMF UK economy downgrade?

Think you'll find it's not just BAE Systems, look at rest of FTSE.

[jamdan1] 24/7/2017 13:08

Anyone got an idea about this weakness ?

[minerve] 19/7/2017 13:08

From the FT yesterday:

"Lockheed said it had delivered 229 F-35s since the first aircraft rolled off the production line in 2011. The company has indicative orders for just under 3,200 aircraft from its 12 countries, although as with most large defence programmes those numbers are susceptible to spending cuts."

'Lockheed Martin lifts guidance amid rising F-35 production'

[fangorn2] 18/7/2017 15:38

F-35B begins new ski-ramp testing for UK service at NAS Patuxent River

[fangorn2] 16/7/2017 22:06

BAE Systems has dismissed concerns about its lack of involvement in a new French-German fighter jet, with the FTSE 100-listed defence saying it is already involved in a similar but more advanced programme in Turkey.

[minerve] 16/7/2017 10:51

OK. Fair enough.

Personally I would still regard their pension scheme contributions as one of the risks to watch closely. Although current conditions have always been seen as transient they have now been around for a very long time and look like staying for longer.

[squidsgone] 15/7/2017 17:42

Not complacent Minerve, more 'comfortable with my understanding'.

[minerve] 14/7/2017 21:27

squidsgone 14 Jul '17

"... and agreements on funding with the pension actuaries will take timing of probable interest rate increases into consideration"

Of course.

And will conclude the same as every other set of trustees, actuaries, executives and so on that something _might_ need to give. BAE are not unique in this regard.

You seem a little too complacent if I may be so bold.

[chiefbrody] 14/7/2017 20:11

Wow. Didn't realise they'd fallen so far. 10% in a month!Another 10% off and i'll be raiding the piggy bank lol.HY numbers in just under 3 weeks...should be decent.

[squidsgone] 14/7/2017 19:53

... and agreements on funding with the pension actuaries will take timing of probable interest rate increases into consideration

[wad collector] 14/7/2017 17:55

Snaffled some back at 610 just before the bell. I really must stop trading these and sit on them long again.

[minerve] 14/7/2017 12:59

Some analysts predicting no interest rate increase - in the UK - until mid-2019 at the earliest!

US oil production increasing rapidly fuelling ramp-up in exports over the next few years - very deflationary.

Pension fund issues are still very much here to stay regardless of recent commodity inflation and UK currency driven inflation.

[squidsgone] 14/7/2017 12:53

Any uk base rate move upwards will take a chunk away from the pension 'accounting' deficit - it is based on how much it will cost to buy annuities to discharge current obligations, and annuities are at an all time low

[minerve] 13/7/2017 10:06

Pension liability perhaps and appeal of last ruling with respect to Saudi?

[clanger66] 13/7/2017 08:10

See UBS downgraded to neutral yesterday and lowered their target price to 665p from 730p. Explains yesterdays weakness.Can't see the report so not sure on their reasons.

[backmarker] 12/7/2017 14:29

not sure why the recent weakness, however share price seems to be still within uptrend channel - just.

I will be looking to get back into these as soon as one of my other (more speculative) punts comes good.

these have to be worth at least 700p

[philanderer] 11/7/2017 12:02

BAE Systems: Citigroup reiterates Buy with a target price of 720p.

[minerve] 10/7/2017 20:03

BAE have an Investor App!

[fangorn2] 10/7/2017 19:29

@daffy,

Perhaps we could kill two birds with one stone?
Encourage ISIS supporters in UK to go defend Yemen's honour!

Here's hoping.