QQ. back in after a few years and will hopefully find a retrace to get back into BAE. |
Chiefbrody I agree, I sold half my RR yesterday but definitely holding here. Though could have been viewed as a trading share over the last yr ! |
QQ. will be a big beneficiary of increased UK defence spend ...with focus on tech... and they are definitely not toppy. Check relative valuations with BAE and RR.Disc I hold BAE and QQ. |
Yes "off wing issues not fully understood/explained and costed. "200 issues the same" |
RR way more toppy than BAE. |
Time to reef, when you first think about it and same with time to sell, had a good run
Added some miners on the basis Trump will buy them.:-) Glencore and END |
Well cashed in RR are you telling me something about BAE looking toppy?? |
Another couple of days and all time high territory again. Up on the back of RR (wowzas) amongst other things. |
Who knows.
Technology is moving awfully fast.... |
I think we're talking Optimus Prime / Transformers ;-) |
Phil.
Drones definitely an exciting angle - as Ukraine war has shown.
And Robots. Surely we are getting close to battlefield ones?
"China plots thermobaric weapon-wielding robot dogs for urban warfare supremacy"
China arms combat robots with controversial thermobaric weapon in urban warfare drill
Mind boggles at what battlefield weapons they might have in store.... |
Exactly Gecko . Drones ?
Sir Keir Starmer has declined to say whether money for a deal with the Chagos Islands would come out of the increase in defence spending.
PA Media |
They will like most military now move away from human increases in favour technology solutions. I doubt there's anything in this share price for the news from the UK. It's inevitable that spending across Europe will have to increase. BAE like others will benefit in the long term. |
In UK news, the defence secretary has suggested the real-terms increase in defence spending year-on-year will be only around half the £13.4 billion figure cited by the prime minister.
Alliance News |
Yes of course but it's more about whether it ends now or after the application of more hardware depleting further the reserves of supporting nations. |
Ukraine war will end as all wars do, with one side the victor, the other the loser, but with both exhausted, both in terms of munitions, manpower and money. |
It's absolutely clear that the European security issue is a fluid thing. It's far from clear if the Ukraine war will end or just be refuelled
I rather suspect once trump has his exploration agreement he'll want to support Ukraine to gain as much new ground as possible. However I suspect it's more about being seen to do something rather than actually doing it. European defence spending has to increase, the US will just continue to run up their national debt. Their politics really allows no room for living within their means and that opportunity is long since past. Tax cuts are popular but ultimately they just lead to more debt. The interest is currently $100m each hour 24/7 but it won't slow the spending. |
It's plenty about 13 bn a year |
Me too And I see more European defence budgets being spent in uk |
I bought in here on Friday, looks like good timing. I plan to stick around for a while and ride the wave a bit. Good luck. |
£13.4bn per year increase |
.... every year |
Just a few Bn per year... |
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