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[ribblewader] 06/8/2018 15:40

Interesting article regarding a German/France lead sixth generation fighter aircraft programme following brexit...

[cmackay] 06/8/2018 14:25

I think that could be an interesting development and a potential area for exponential growth if BAE can get a strong presence in the delivery of these kinds of peripheral tech advancements. I think Thales could be a great potential bedfellow for that kind of thing imho

[fangorn2] 06/8/2018 10:55

News short on the ground it seems

"BAE Systems will begin delivering a new touch screen digital display for the US Army’s UH-60A/L Black Hawk helicopters that will improve situational awareness for pilots."

[fangorn2] 03/8/2018 20:24

France the only country with a credible air force on the European continent Sclader.
Little chance of them going just F35 :)

Germans,well many of their planes arent even airworthy shockingly.

Have a good w/e all..

[shalder] 03/8/2018 14:37

Yes, I worry slightly at European air forces treating the F35 as a straight F16 replacement and finishing up with it as the only combat aircraft in their inventory.

[ribblewader] 02/8/2018 16:48

shalder, you are right in regard to the purpose of the F35. Its designed to be an Interdictor with other a/c like Typhoon/F22 being the fighter in the air warfare tool box.

[fangorn2] 02/8/2018 08:31

Interesting comments, thanks.

The cost of air forces continues to skyrocket, so Govts looking to cut corners. Let's hope UK one doesn't rely solely on F35 at some point.

"Since both the USAF and USN are separately looking at new air dominance projects, neither the F35A nor the -C are regarded as solutions to that requirement"

Wasnt aware of such. Thanks.

[hvs] 01/8/2018 21:19

Watch out for further falls.

[shalder] 01/8/2018 21:15

I think it's basically a valid article. The biggest piece of disinformation out there re the F35 is that it's a fighter: it's not, its a fairly agile attack plane that has aerodynamic performance compromised by the stealth requirement. That was ok for the USAF when they were going to get a hi-lo mix with 720 F22 as the hi end, but with only 180 less losses they are now in a real bind. Hence the interest in the F15X which imo is something that should have been initiated after F22 production was capped and ended. The peer or near peer air-to-air threat is back.

The F15 also has far better range/payload for deep strike missions. I note that the Saudis are taking more and the Israelis are reported to be thinking along the same lines, both for obvious reasons.

The lack of F35 combat persistence relative to the likely opposition is also valid.

I'm personally pleased that the UK does so far appear to have avoided putting all our eggs in the same basket.

ps: Since both the USAF and USN are separately looking at new air dominance projects, neither the F35A nor the -C are regarded as solutions to that requirement.

[fangorn2] 01/8/2018 19:46

Any thoughts on this interesting article?

"National Defence? No, Notional Defence
Nuclear submarines re-engineered as diesel-electrics, plus fighter planes that are a credible threat only in Lockheed salesmen's brochures -- this is the alleged backbone of our future defence. If being a spendthrift slow learner were an advantage, Australia's security would be guaranteed"

Another sign that the F-35 is on the way out is the fact that 18 months ago the USAF asked Boeing about supplying an updated F-15. This article keeps mentioning that the USAF’s interest in the F-15 is not a threat to the F-35, which means that it is. Apart from its enormous cost and a host of deficiencies, what would be damping the affection for the F-35 in the USAF would be two things: the F-35’s low availability and the fact that it is practically unarmed.

The F-35 spends a lot of time in maintenance, and when the maintainers plug into the system to order new parts they are often told that the wait time will be two years. That is in the lower 48 states of the United States, so how will the RAAF go on the other side of the Pacific at the farthest reaches of the Lockheed supply chain?

There are other things about the F-35 that would have been entirely predictable to those who going to use them. For example after each mission all the data generated during the flight has to downloaded from the aircraft and transmitted to a Lockheed facility in Texas. Supposedly the F-35 can go for up to month without phoning home to Texas before it stops working, but the reality is likely to be shorter than that. For USMC ships operating the F-35B that means they have to spend hours transmitting enormous data files, making them a radio beacon for Chinese cruise missiles to home in on. These ships can either be radio silent or have functioning F-35s – one or the other but not both. A report on the recent deployment of F-35Bs off Japan was not released to the public, most likely because it was too damning.

An F-35 that has fired its two missiles is defenceless. It can’t turn fast enough to engage a real fighter aircraft with its gun. It will have to run as fast as it can but its enormous exhaust plume will be a beacon for infrared-guided missiles.

Russian theory holds that it is best to fire off a volley of missiles at once instead of just one at a time. When the missiles have run out and the opposing aircraft go to the merge to fight with their guns, the advantage will be to the Russian aircraft and their derivatives. A 2° per second difference in sustained turn rate will allow the faster turning aircraft to dominate the engagement; the Su-35 outturns the F-15.

[fangorn2] 01/8/2018 13:10

Profits down at military equipment firm BAE Systems
"weak demand for Eurofighter Typhoon fighter jets"




Profits down at BAE on weak Eurofighter Typhoon demand
The backlog does not include the contract for sale of Typhoon fighters and Hawk aircraft to Qatar, which is expected in the second half of this year.

Typhoon and Hawk aircraft orders are in the works for Saudi Arabia and Oman, although “there can be no certainty as to the timing of these orders,” the company said. In March, Saudi Arabia signed a Memorandum of Intent for 48 Typhoon jets from the U.K. government.

[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/