Bae Systems Share Discussion Threads

[ribblewader] 21/4/2020 15:26

Northern, yes that is true but I think the price per barrel changes to reflect the market.

[ribblewader] 21/4/2020 09:01

Team Tempest comprises Ministry of Defence personnel from the Royal Air Force Rapid Capabilities Office, the Defence Science and Technology Laboratory, Defence Equipment & Support and industry partners, including ourselves, Leonardo, MBDA, and Rolls-Royce.
Together we are harnessing the capabilities that are critical for future combat air capability and for retaining the UK’s position as a globally competitive leader.
The team is working on a broad portfolio of more than sixty technology demonstrations spanning the breadth of combat air systems. Each will develop UK industry’s skills, technologies and capabilities for the future.
We plan to focus our energy alongside that of our industrial partners to refine such concepts in preparation for significant decisions that know we will have to be made in the near future.
Innovation sits at the heart of Team Tempest and our aim is to build on our strong UK heritage of world-class in-service capabilities, and our previous advanced technology development programmes in air systems, propulsion and power, sensors and effectors.

[ribblewader] 20/4/2020 14:11

shalder.

F35 is 5th generation with Rafale a very advanced 4.5 gen fighter, as is Typhoon both of which have been identified as candidates for future upgrades to make them 5th gen. F35 competition aircraft include Russian, Chinease, Korean and Indian aircraft (India making Russian Sukhoi under an agreement). Turkey also have a candidate but has a number of issues (Political and Industrial).

So European (including the UK) 6th generation air systems (note. Not called aircraft) will be based on upgrades incorporated to Typhoon/Rafale and then integrated as one system to the new Tempest/FCAS. Generaly called a system of sytems embodied into a new airframe with engines yet to be developed (or still experimental) and weapons curently in development.

The big question will be, does Tempest or FCAS make it that far. Both projects will need an enormous amount of money. At some time in the future (5 years?) either the UK (because geographically UK is part of Europe) or the EU will agree to some form of partnership. Without a partnership and therefore a merger of customers it will be too expensive for many countries to buy.

[simonc5] 20/4/2020 13:45

Hi,
Newbie investor looking to invest in sound quality blue chip UK companies here.

When crossing the Rubicon said "More concerning is the £1.9bn pension deficit!
There will be a one off payment of £1bn, to be funded by DEBT." This made me gasp a little

That's a huge pension deficit isnt it? And to be funded by more debt? I'm a little wary of investing in BAE in this circumstance.
Or is my wariness unfounded do you think?
Simon

[shalder] 20/4/2020 13:11

Sounds like politics as usual. So FCAS partners won't go anywhere near F35 for fear of undermining the logic for the new euro-project, which means they will all rely on 4th Gen planes until c2040. wonder what their military guys think of that?

Japan makes sense to me, their first priority is to ensure the US remains committed to supporting allies in the W Pacific, so they want to maintain and stregthen existing ties.

[ribblewader] 20/4/2020 12:32

Speaking of Tempest.....
Japan decides against working with Britain on new fighter jet

Japan will now work with the United States instead of Britain to develop a new fighter jet, according to local media.
Sankei News reports that Japan has decided to create a working group of local and U.S. aerospace companies for the development of the successor to the Japanese F-2 fighter, meaning that Japan will not participate in the Tempest project.

[ribblewader] 20/4/2020 12:19

shalder

The Germans are inpartnership with other European nations to design and manufacture a 6th generation fighter aircraft. Our Tempest is part of its competition....This is from October of last year

Europe’s fighter jets of the future on collision course?

The European defence market is looking towards two sixth-generation aircraft programmes – the Franco-German-Spanish Future Combat Aircraft System (FCAS) and the British-led Tempest fighter project. While pressure is mounting on EU member states to pick sides, the question of whether both projects can ultimately coexist remains.

In May, spectators at the Paris Air Show watched Germany, France and Spain ink a framework agreement for the joint construction of Europe’s largest arms project to date, the so-called Future Air Combat System (FCAS).

[shalder] 20/4/2020 11:04

It is interesting that the Germans clearly have not bought into the Stealth/5th Generation arguments? Haven't seen any discussion of that.

[shalder] 19/4/2020 21:52

Report on Bloomberg that US has been notified that the Germans will be ordering 30 F/A18 plus 15 F18 Growlers.

Presumably this implies the balance of the Tornado replacement requirement will be Typhoons.

[ribblewader] 19/4/2020 08:50

BAE says safety is 'priority' as more workers sent home

MORE shipyard staff working on BAE’s next submarine have been told to stay at home for safety reasons.
Staff working on the Astute class boats have been told to not go to work to comply with social distancing guidelines.

[ribblewader] 18/4/2020 12:18

Right, the question is. If this breaks £5.80 next week, where the heck will i find a chippy thats open! Just as well the pubs are shut as it will have to be a drive.....

[ribblewader] 18/4/2020 08:03

Captain Tom to get Spitfire flypast on 100th birthday, provided Department for Transport agrees

The flypast by the Mark 9 Spitfire will pay tribute to Captain Tom Moore's efforts to raise money for the NHS



Good, well done Tom

[wad collector] 17/4/2020 23:21

Looking at the share price graph (Not my usual Fri night activity but then this is not a normal Friday!) you could not tell the calamitous effect that Covid has had on the wider market. Still higher than a yr ago.
Wish I could say the same about most of my portfolio.

[ribblewader] 17/4/2020 14:40

British Army orders four Rheinmetall Mission Master-Cargo UGVs

The United Kingdom armed forces have ordered four Mission Master-Cargo unmanned ground vehicles (UGVs) from Rheinmetall Canada for its Robotic Platoon Vehicle (RPV) programme, the company announced in a press release on 16 April.

The contract includes training, service support, and spare parts. Rheinmetall Canada is to supply the platforms, while Rheinmetall BAE Land Systems will provide on-location support services.

[ribblewader] 17/4/2020 07:35

Ann Ackerson Named Chief Procurement Officer for BAE Systems

[ribblewader] 16/4/2020 13:59

Covid-19: UK pauses defence review

A pause has been ordered on work on the UK’s Integrated Security, Defence and Foreign Policy Review until after the Covid-19 crisis is over, a government spokesman confirmed to Jane’s on 15 April.

[ribblewader] 15/4/2020 12:54

Multi-Role Support Ships for the Royal Navy – one size fits all?

During an internal briefing in mid-March, its was revealed that the RN could be planning to dispense with the Fleet Solid Support ship (FSS) and Littoral Strike Ship (LSS) concepts and standardise on a single hull known as the Multi-Role Support Ship (MRSS). In this speculative piece, we look at the background and the potential options.

[ribblewader] 15/4/2020 08:30

Canada to resume arms sales to Saudi Arabia

[wad collector] 14/4/2020 23:14

If BAe did pay the dividend it would drop the share price by a similar amount , so I don't worry about it. Let's face it , there are more things to be bothered by right now that the next divi. I suspect most of us will see our yield savaged as well as the capital value plunges in most of our portfolio. We will be paying this bill for a long time in higher taxation as well, but the main thing is to live long enough to pay that bill...

[ribblewader] 14/4/2020 12:41

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[ribblewader] 12/4/2020 16:25

These Metrics Show Why The F-35 Is The World's Most Dominant Stealth Fighter