Bae Systems Share Discussion Threads

[fangorn2] 01/8/2018 13:06

Definitely looking to add on weakness myself.

A potential link up with Japanese on the next stealth fighter would be a bold move too..One that might yield significant rewards with other pacific players looking to boost their airforces down the line.

[cmackay] 01/8/2018 12:10

My original buy in was fairly recent, around 595. I don't think it will revisit but if it does I may consider another block. It will only be buying back the bits I sold higher up.

[chiefbrody] 01/8/2018 12:03

I'll be adding in a few days if it continues on this ridiculous path.

[cmackay] 01/8/2018 11:49

Well my buy order has been filled so I'm happy.

[ribblewader] 01/8/2018 11:01

Company statement regarding half year results......

[squidsgone] 01/8/2018 10:52

Interest rates movement upwards will have a significant impact on the reported pension deficit .... remember rate increases haven't happened yet. My understanding is the deficit reported is against what it would cost the company to buy equivalent annuities in the market at the time of publishing.

[fangorn2] 01/8/2018 09:27

Agreed.Meh, but outlook not too shabby.
Nice divi increase.

Plenty to look forward to imo as Defence spending is only going up, particularly in USA.

p.s Welcome fall in Pension deficit as well it seems.,..to be expected as Interest rates rise.
BAe is one of the most exposed pension front side, along with likes of BT and co.

[ribblewader] 01/8/2018 08:18

Interim Divi 9p,up from 8.8. Ex divi 18 Oct, paid 30 Nov.

[chiefbrody] 01/8/2018 07:44

A bit meh but forward outlook not too bad. 2% div increase as expected.See what the market thinks.

[danieldanj] 31/7/2018 23:41

BAE Systems (BA.) Earnings-Reaction to Keep an Eye

[chiefbrody] 31/7/2018 23:05

Usual steady as she goes. Few % div increase.

[fangorn2] 31/7/2018 22:55

Anyone expecting any surprises?

[chiefbrody] 31/7/2018 20:48

All eyes on tomorrow..

[ribblewader] 30/7/2018 09:21

Following on from last weeks news regarding delay in Type 31 contract award.

UK halts plans for a budget Type 31 frigate
hxxpS://www.defensenews.com/naval/2018/07/25/the-uk-halts-plans-for-a-budget-frigate/

[fangorn2] 29/7/2018 18:49

Lord Dannatt said: 'Voyager has to rank as the worst of the Private Finance Initiative deals used extensively by the governments of Tony Blair and Gordon Brown.

'Defence Secretary Gavin Williamson must put a stop to scandals like this.'

[fangorn2] 29/7/2018 18:44

At the Farnborough International Airshow, a 35-meter wide black plane with wafer-thin wings is suspended on a wall beside an exhibit of BAE Systems' cutting-edge space technology.

This is PHASA-35 – a high-altitude, long endurance unmanned aerial vehicle (HALE UAV), and it could stay airborne for a whole year using nothing but solar power.

The project is a collaboration between BAE Systems and Prismatic – a specialist in UAV systems and services.

[shalder] 27/7/2018 17:38

RW
Fair comment, MOD per se not the target but the Treasury driven approach to national defence where there appears to be a complete disconnect between perceptions of the threats and money available to meet them. This is then compounded by the prevalent view at Westminster (by ALL parties in recent years) that "there are no votes in defence". The current Minister of Defence is breaking new ground by even suggesting we need to spend more to meet increased threats, and by all accounts is not getting support from Hammond, so good luck with that one.

[losos] 27/7/2018 15:42

RibbleWader - "overheard a conversation from a young lady complaining about how much noise Typhoon was making. "Why do they have to make so much noise, they will never be alowed to carry passengers, flying like that"

As cmackay said, classic comedy, immediately made me think of Eric Morecambe's classic line "He'll never sell any ice creams going at that speed"

Also cmackay ref post 1164, couldn't have written that better, so very true, makes me mad to think that if I go out shopping, or on any public transport, I am possibly going to come into close proximity of these deluded air heads haha.

[ribblewader] 27/7/2018 14:53

shalder, I was quite involved in MoD contracts/purchasing.Its not the guy doing the purchasing/contracting mucking it up. Most of the time (85% +) its the treasury not stumping up or cutting the budget, which drives "change"(increase or decrease the projects capability) or longer payment terms are requested. I was involved in the Nimrod MRA4 project, what was requested and what actually flew (yes three or four had undergone flight trials for handover to the customer) was considerably changed. Cancellation was not only down to cost, international politics came into play.

[fangorn2] 26/7/2018 16:24

Is This The World’s Most Advanced Fighter Pilot Helmet?
A new smart helmet known as 'the world’s most advanced' is being developed by BAE Systems.

With head-tracking technology and integrated night vision camera, the Striker II aims to help pilots access more information than ever.




Japan indicates possible Tempest collaboration with UK
Japan is considering engaging with the United Kingdom on its newly disclosed Combat Air Strategy and its plans to develop the Tempest future fighter aircraft, a model of which was unveiled at the 2018 Farnborough International Airshow in mid-July.

[fangorn2] 26/7/2018 14:41

"In my experience neither politicians nor civil servants are even interested in talking about the wider national interest when it comes to the manufacturing sector."

Depressingly so.

If they were we wouldn't be in the mess we are.

Not often I find myself agreeing with Unite either.