Bae Systems Share Discussion Threads

[hardm] 14/7/2020 16:20

As is usually the case, the headline is negative, but the content is positive

[ribblewader] 14/7/2020 12:18

European militaries prepare for budget battle

Quite how a looming period of recession initiated by the coronavirus crisis will impact European defence budgets remains to be seen, but it is highly likely that a recent upward spending trend will be slowed – if not halted altogether.



Will Tempest survive?

[geckotheglorious] 14/7/2020 07:50

A heavily modified Chengdu J-20 stealth fighter jet formally entered mass production this month, according to a new report via South China Morning Post (SCMP)

The Chinese engine designed for the J-20s still failed to meet requirements, but its development is going quite smoothly, and it may be ready in the next one or two years," the source said.

Chinese engineers then decided to go with Russian Saturn AL-31 engines as the "ultimate goal is to equip the J-20B fighter jets with domestic engines," the source said.




"Ah so they're going to knock off the Russian engines....just as they've clearly stolen the IP for the craft itself"

[hardm] 13/7/2020 20:49

Trade Secretary said sales could resume and the "backlog" of individual licences which have accumulated since last June would be cleared subject to them meeting UK and EU criteria.

No change to share price yet, but surely as the backlog is announced things will improve

[hardm] 13/7/2020 20:07

Defence Secretary Ben Wallace last week told MPS he was “keen [work on FSS] gets underway as soon as possible” and had asked for it to be brought forward.

A Ministry of Defence spokesman said: “We continue work on the procurement strategy for the FSS and will provide when the current stage is completed.”

[ribblewader] 13/7/2020 14:14

Agree Wad.
This could get some more.....

BAE puts suppliers on notice of major shake-up

BAE Systems has put its UK suppliers on notice of a major shake-up by saying it expects to make far greater use of innovative manufacturing techniques in its next generation combat aircraft.

BAE has set targets for 30 per cent of the components of the Tempest fighter jet to be made through 3D printing, and for 50 per cent of the aircraft to be put together by robots on the UK defence group’s assembly line.



Also in the FT but you need an account for it....

[wad collector] 13/7/2020 12:05

Odd that anyone would vote that un-controversial post down. Bit of an advert perhaps , but at least it shows that Tempest is going to be made of papier-mache.

[ribblewader] 13/7/2020 10:55

BAE unveil ‘intelligent factory’ for Tempest combat aircraft

BAE Systems have unveiled what it calls a “first of its kind factory” to advance manufacturing on the UK’s next generation combat air system, Tempest.




A new intelligent, smart factory is set to increase productivity and revolutionise combat aircraft production in the UK.
A first-of-its-kind industry 4.0 factory is applying game-changing digital technologies to advance manufacturing on the UK’s next generation combat aircraft system, Tempest.

[ribblewader] 13/7/2020 06:58

Growing fears that £1bn contract to build ships could be abandoned

Supply ships programme could be abandoned if military budget is cut because of the costs run up battling coronavirus.

[ribblewader] 11/7/2020 14:09

I dont expect much share price reaction to the Saudi news, its an order that was expected but delayed several times before it was agreed.

[bookbroker] 10/7/2020 19:09

Hopefully, this company like most others needs a serious leg-up!

[hardm] 10/7/2020 16:49

So, 13% of total bae's total sales (Saudi) is back on, Germany to lift ban on Saudi in Sept, allowing typhoon deal of 5billion, and dividend to be reinstated, probably at 10p, the share price should be back up in the 600's shortly...

[northernhills] 10/7/2020 06:26

A Guide to the 2020 Integrated Review
As life returns to a new kind of normal, a key Government initiative that’s back on the agenda is the Integrated Review. This will be the most significant reconfiguration of Britain’s defence and security needs in a decade. When David Cameron’s coalition government came to power in 2010, it inherited a massive budget deficit caused by the global financial crisis of 2008. Consequently, the 2010 SDSR was not an attempt to reconfigure Britain’s Armed Forces around existential threats. It was about cutting the Navy, Army and Air Force so that net borrowing could be reduced. Defence spending fell by 8%.[1] Total headcount across all three services was reduced from 175,000 regular personnel to 145,000 – a drop of 17%.

[ribblewader] 09/7/2020 11:40

Government to ‘support British yards’ and ‘ensure navy gets British-made kit’

The comments were made in a discussion regarding the currently suspended competition to build the future Fleet Solid Support Ships, seemingly endorsing keeping the building of these ships in the UK.

[ribblewader] 08/7/2020 11:15

And.....

Yemen: UK to resume Saudi arms sales after humanitarian review
The UK is to resume arms sales to Saudi Arabia despite concerns they could be used against civilians in Yemen, in violation of international humanitarian law.

[ribblewader] 07/7/2020 15:21

Mark Garnier: MP who went on £8,000 Saudi-funded trip appointed to scrutinise arms exports

Senior Conservative MP visited Saudi military base as part of a ‘fact-finding’ tour in 2018 but insists he will be ‘wholly impartial’
Mark Garnier, who served as an international trade minister under Theresa May until January 2018, was selected this week to chair the Committees on Arms Export Controls (CAEC), an influential body of MPs and peers which looks at the rules governing Britain’s £14bn sales of weaponry and defence equipment to foreign governments.

[ribblewader] 07/7/2020 06:23

Massive section of Dreadnought nuclear submarine moved

The newest section of the first Dreadnought submarine to be built at BAE Systems’ yard in Barrow has been moved, as work on the first of class continues.

[dope007] 06/7/2020 08:07

Sold with a quick profit. No idea if I did the right thing with mkts rallying again

[ribblewader] 05/7/2020 14:30

Europe must take on its own defense responsibilities

As they look at the state of their coronavirus-hit economies and U.S. President Donald Trump’s poor standing in opinion polls, many European leaders may be tempted to put on hold any plans to meet NATO’s target of spending 2 percent of gross domestic product on defense. But Europeans need to wake up. Trump is not a reliable ally, and the damage he has done to the trans-Atlantic partnership is likely to linger.

[ribblewader] 03/7/2020 12:06

Fleet Solid Support Ship project update due in Autumn

In November 2019, the £1.5bn competition to build up to three Fleet Solid Support Ships was suspended, an update is due before the end of this year.

[dope007] 03/7/2020 10:26

Just bought a small amount. Higher than I wanted but will average in over time

[ribblewader] 03/7/2020 07:38

Giving our customers a digital advantage
With the growth in the use of digital design and manufacturing processes, we are at the forefront of delivering ‘in-hand data’ to our engineers through tablets and augmented reality and virtual reality tools. Throughout our manufacturing sites and platforms, we are embracing new ways of working to facilitate novel methods of secure data sharing and collaboration through increased connectivity.