Bae Systems Share Discussion Threads

[fangorn2] 02/11/2018 11:41

CREDIT SUISSE RAISES BAE SYSTEMS TO 'OUTPERFORM' ('NEUTRAL') - TARGET 640 (630) PENCE

[fangorn2] 02/11/2018 11:41

I'm guessing that's a NO then on the results query eh Booker.

Any reason you mentioned them???

[ribblewader] 01/11/2018 11:31

US Army prepares for November AMPV production decision

"The US Army and BAE Systems are ironing out the final design for the new Armored Multi-Purpose Vehicles (AMPVs) fleet in anticipation of a low-rate initial production (LRIP) decision in November."

[cmackay] 01/11/2018 07:31

I wasn't aware of the bae dock facility, a very interesting concept. Thank you for sharing.

[chiefbrody] 31/10/2018 12:49

Oops. More like 12-13.Hardly crazy cheap but not expensive either.

[chiefbrody] 31/10/2018 12:47

Just checking in after a few months away and see these are down 20% in a few months.Wowza. Glad i took a break rather than watching it fall day after day.P/E of circa 10 now?

[squidsgone] 31/10/2018 12:38

Agree Ribble, it's a matter of fill yer boots until the inevitable re Trump happens too

[ribblewader] 31/10/2018 12:15

The reduction in US Budgets does not help!
5% US budget cut includes military so total cut could be $100 billion

[squidsgone] 31/10/2018 12:05

EssentialMy comment re Corbyn was wrt him being anti-defence - huge implications even if HMG are not a major buyer, he could easily remove all capability for the future.

[essentialinvestor] 31/10/2018 11:56

The FT ran a couple of articles recently on ultra high net worth individuals
beginning to move their assets outside the UK, with the threat of a Corbyn led
government growing. Some people taking this prospect seriously.

[squidsgone] 31/10/2018 11:36

Book brokerFar from over - any trade restriction, or potential thereof, is material to the BA. share price Then there's Corbyn of course.

[squidsgone] 31/10/2018 11:32

Prospect of Corbyn, and the ongoing potential for trade restrictions with Saudi hold this down until they are both proven to go away (difficult to 'prove').

[ribblewader] 31/10/2018 08:42

Good find Minerve, I thought BAE had one somewhere. The idea itself is not that new though!
"The use of dry docks in China goes at least as far back the 10th century A.D.[1] In 1088, Song Dynasty scientist and statesman Shen Kuo (1031–1095) wrote in his Dream Pool Essays:"

Sourced from Wikipedia

[fangorn2] 31/10/2018 08:19

bookbroker30 Oct '18 - 20:12 - 4348 of 4349
0 0 0
Saudi issue is old hat, why do you not realise that it is now an internal issue within Saudi rather an international one, that country is far too important to the US to expect any further action beyond Saudi borders.

Saudi issue isn't old hat.

Nor is it just an "internal issue" either fyi due to Progressive Lefties the world over ensuring it isnt!

This is all about Middle East politics - Turkey/Saudi power struggle alongside Iranian problems. This will rumble on for a while..

Whilst I concur vis importance of Saudi to US foreign policy in the region there might well be further action - it wont be mind blowing though.

Personally I don't think it should affect defence contracts - but who knows in these PC days we live in.

What weak results btw?

[cmackay] 30/10/2018 21:32

What results are you talking about?

[bookbroker] 30/10/2018 20:12

Saudi issue is old hat, why do you not realise that it is now an internal issue within Saudi rather an international one, that country is far too important to the US to expect any further action beyond Saudi borders.

[fangorn2] 30/10/2018 19:50

bookbroker30 Oct '18 - 18:52 - 4344 of 4346
0 1 0
Saudi issue old hat, this has fallen for no reason other than slightly weak results

What weak results??

Last were on 1st August!Nearly three months back now!

cmackay30 Oct '18 - 19:31 - 4346 of 4346
0 0 0
The Saudi issue will be forgotten soon enough, great buying opportunity if it goes sub 5.

Agreed.

Sub 500p - luverly jubbly if it comes there.

[cmackay] 30/10/2018 19:31

The Saudi issue will be forgotten soon enough, great buying opportunity if it goes sub 5.

Slightly weak results, bookbroker?

[sbs] 30/10/2018 19:02

Germany should stop selling cars to Saudi. Then I'd believe they were serious.

[bookbroker] 30/10/2018 18:52

Saudi issue old hat, this has fallen for no reason other than slightly weak results, but a 20% move since the beginning of the month extreme, very oversold and due a good bounce, failing that it’s time this merged, and to hell with the Govt. blocking stake!

[fangorn2] 30/10/2018 17:16

Nah. Todays drop a continuation of Saudi issue....

Good chance this goes sub 500p imo.

[minerve] 30/10/2018 17:07

Are you not aware of this?

Think what advantages a facility has. Superb idea. You just have to look after it.

[cmackay] 30/10/2018 17:04

Fangorn2, do you think that the amount is the reason behind today's drop?

[cmackay] 30/10/2018 16:56

Indeed! My only personal experience with dry docks is on the canals, so not the same circumstances of course, but a floater certainly seems to be an oxymoron.

[wad collector] 30/10/2018 15:04

A floating dry dock sounds a bit of a vulnerable concept. Like a wooden fire extinguisher?