Bae Systems Share Discussion Threads

[burnchat] 15/10/2020 22:35

If RR goes down so does BA. Both industries about to pay the price of lack of investment in new markets and new products. its a sell IMHO. Great short.

[ribblewader] 15/10/2020 11:38

The UK’s future combat air programme can generate billions for the UK economy

For the first time, preliminary data has revealed the economic importance of the UK’s future combat air programme, Tempest - predicting it will support an average of 20,000 jobs every year from 2026 to 2050.

[ribblewader] 15/10/2020 07:52

shalder in a word, no. I have no ability to sway the US elections because I am not American. Politics and therefore budget allocation is a matter for the nation invoved. Irrespective of what political party gets elected to power, that party will set out what should be spent on what. Although America has a two party system they both think they are the saviour of the west, not everyone agrees! I would suspect BAE will still capture a significant % of whatever budget is set.

[shalder] 14/10/2020 19:56

RW:
Just wondering if you have any thought re the potential impact on BA. of a Biden Presidency + possible Democrat gains in the Senate? I have noted comments from the US that this might impact the defence budget going forward.

[ribblewader] 14/10/2020 16:36

Thanks Wad, not planning to!

[wad collector] 14/10/2020 12:45

Welcome back RW, don't copy Miata's exit on the other thread!

[charlie_324] 14/10/2020 12:09

BAE Systems rolls out new platform cyber protection capability

[ribblewader] 14/10/2020 08:24

PHASA-35 successfully completes critical endurance trials with sensor payload

Further to initial flight trials, PHASA-35®, a 35 metre wingspan solar-electric aircraft, has successfully completed critical endurance trials which saw the aircraft operate for 72 hours in a simulated environment that models the harsh stratospheric conditions in which the aircraft is designed to operate.

[ribblewader] 14/10/2020 08:23

Morning all, just returned from an all expenses paid stay at our local NHS facility for the last 3 days (not COVID related). Hello to any NHS workers on these pages, doing a great job in an envioronment that is trying to maintain business as usual whilst protecting its users. Well done and thank you
RW

[geckotheglorious] 13/10/2020 19:08

Forget Top-Gun, Watch This Russian Pilot Fly A Stealth Fighter With Its Top-Dow

[geckotheglorious] 13/10/2020 08:47

Wonder what is next.
Electric tanks..Who'd thought of such.

"US Army To Receive "Astonishingly Powerful" Electric Robot Tank"

[wad collector] 12/10/2020 10:37

There seems as much logic in BAe buying RR as there is in BAe buying a steel manufacturer or a semiconductor factory.

[dope007] 12/10/2020 08:54

Agreed bookbroker. Take what you want and leave the rest

[bookbroker] 12/10/2020 08:10

Ba. /RR. merger a shocking idea, only reason they should attempt to buy part of RR. is if it is broken up.

[burnchat] 11/10/2020 20:35

I cant weigh it up.

[ccraig69] 10/10/2020 21:41

who wil fly on a plane that smells of fish

[dope007] 10/10/2020 19:02

Yeah that's why they need to raise Billions via shares and debt issuance Poikka

[ribblewader] 10/10/2020 15:49

I agree with Polka. BAE - RR merge not a great idea. I think it might also be counter productive.....

[poikka] 10/10/2020 14:23

"Rolls is mired in debt, and worth very little."

RR - Fwd Rev £11bn. Fwd MCap £4.3bn. Fwd EBITDA £1.2bn

[dope007] 10/10/2020 13:32

If BAE did that I'd be selling my BAE shares. Rolls is mired in debt, and worth very little. BAE should get it for free and definately not a merger that dilutes BAE holders

[poikka] 10/10/2020 11:05

It looks as if RR will survive independently, so, hopefully, it won't need to be rescued.

Other than that, it really is a question that only those with far greater knowledge of both companies and their prospects than IC readers have could possibly answer.

Regarding any effect on the price, I doubt that it would improve BA's share price as I'd say that they have enough on their plates already, and any merger might throw up the unexpected.

Best I can say.

[carpingtris] 10/10/2020 10:46

IC magazine mentions whether BAE would come to the rescue of RR by way of merger?

Any views.. what would that do to the price?

[ribblewader] 09/10/2020 16:36

Fish scale inspired materials could reduce aircraft drag

Aerodynamicists at City, University of London are exploring how fish-scale inspired materials could potentially be used to reduce aircraft drag, thereby increasing speeds and reducing fuel consumption.