Bae Systems Share Discussion Threads

[ribblewader] 15/2/2023 08:59

Its true to say that the lack of penny parts makes billion pound tech worthless!
Its about time we, and NATO realised we cant keep giving ammo away without making more. The UK has always been tight fisted giving troops ammo,we now need a massive re-stock programme!

[rech] 15/2/2023 08:31

@ Wad collector

That FT item is firewalled.

[wad collector] 14/2/2023 21:15

Ordnance Systems is a pretty small part of BAe but it is interesting to consider the role of ammunition in the defence scene. The delivery systems may be the expensive bit but not much point in having sophisticated delivery if you don't have the rounds....

[ribblewader] 14/2/2023 09:15

According to the Ministry of Defence, the Challenger 3 battle tank programme has achieved a noteworthy feat by being ahead of schedule and within budget.

This achievement signifies that the tank design has been approved and that Rheinmetall BAE Systems Land (RBSL), the company awarded the £800m contract in 2021, can commence production of the Challenger 3 prototypes.

[ribblewader] 13/2/2023 08:17

ROME — As Britain, Italy and Japan embark on an ambitious plan to build a new fighter by 2035, the U.K.’s defense minister has warned of disastrous consequences should any of the partners get “cold feet” and pull out after work starts.
......
......He added, “All three of us need a new fighter capability towards the end of the decade,” and claimed, “There is no dropping out because we will let each other down. Potentially we could put an end to our own capabilities in our own countries for good. So if half way along we get cold feet and one nation pulls out, then foreign policy wise, strategically and industrially it would be very bad for us all.”

[ribblewader] 09/2/2023 16:18

Britain starts construction on new nuclear missile submarine

Steel has been cut today on Warspite, the third of four new Dreadnought Class submarines, currently in build at BAE Systems’ Barrow-in-Furness site.

Warspite is the third of four Dreadnought Class ballistic missile submarines being designed and built by BAE Systems.



And

[ribblewader] 07/2/2023 15:36

BAE Systems delivers 1,000th F-35 Lightning II fuselage to Lockheed Martin in major milestone for the world’s largest defence programme

[chiefbrody] 03/2/2023 22:11

Just under 200 Mill left to spend on the buyback. Looks like it'll be finished well before the end of the year (original scheduled end date).

[wad collector] 03/2/2023 20:33

Another seriously large long term contract for BAE. And I see that a McKinsey report pointed out that there is becoming a "serious problem of weapon system availability in several European countries" which is kind of obvious if lots are being sent East. Which, obviously is good for the Defence Industry even if BAe is not the sole beneficiary. Good time for BAe to be negotiating prices. Furthermore the shift from hardware weapons to software weapons is not such a bad thing here either.
BUY AND FORGET is IC's suggested strategy here in their FTSE350 annual review .

[charlie_324] 03/2/2023 08:00

BAE Systems has been awarded a contract by the Naval Information Warfare Systems Command (NAVWAR) for the Consolidated Afloat Networks and Enterprise Services (CANES) program. The total value of the 10-year indefinite delivery, indefinite quantity (IDIQ) contract is $4.1 billion. BAE Systems is one of eight companies that will be competing for work on the IDIQ program.

[grahamburn] 02/2/2023 17:24

Perhaps a sympathy decline following Jefferies negative analysis on Qinetiq yesterday which knocked their price.

[yf23_1] 02/2/2023 17:09

WTF happened today ?

[ribblewader] 02/2/2023 08:21

BAE and MBDA demo Akeron and CV90 firepower

MBDA’s AKERON MP missile was successfully fired from a BAE Systems Hägglunds CV90 infantry combat vehicle at a test range in northern Sweden, in the presence of representatives from the Swedish Armed Forces.

[ribblewader] 01/2/2023 10:13

American countermeasures contract awarded to BAE Systems

BAE Systems Information and Electronic Systems in Nashua, New Hampshire has been awarded a $66 million contract modification for radio frequency countermeasures for the Navy, Air Force and Foreign Military Sales customer fighter aircraft.

[wad collector] 31/1/2023 10:05

Not sure the USAF would be too keen to farm out their multimillion pound tools either, but they are said to be considering it. By an unnamed source.
A difficult political decision even if an obvious strategic one.


However latest seems to be a no from Uncle Joe Biden.

[ribblewader] 31/1/2023 09:41

Not sure the F35 is even on the table. After all its an interdicter not a fighter. Perhaps some of the tranch 2 Typhoons or early Rafale.

[chiefbrody] 30/1/2023 21:28

Certain parties seem to want this war to go on indefinitely so 6 months training no big deal.

[ribblewader] 30/1/2023 21:26

Wad, I thought Ukraine were after F16's not 35's. Six month lead time to train pilots on the 16's cant believe it would be 35's as training would be even longer!

[roghart1] 30/1/2023 17:45

They will when Ukraine have used all their surface to air missiles shooting down drones. Ukraine are expecting the Russian bombers to come in then.

[tournesol] 30/1/2023 17:40

Must say I don't understand why/how Russia doesn't seem to have established overwhelming dominance of Ukrainian air space.

The tiny Ukrainian air force must be channelling the Battle of Britain spirit.

Good luck to them.

[wad collector] 30/1/2023 15:43

Is the US really going to send some F35s to Ukraine?

[ribblewader] 27/1/2023 18:04

BAE Systems receives contract for 20 additional CV90 Mjölner mortar systems for Swedish Army

[ribblewader] 27/1/2023 08:36

ROME — Italy has signed a deal with its leading defense firms for the development of the Global Combat Air Programme (GCAP) aimed at producing a new sixth-generation fighter with the U.K. and Japan by 2035.

[ribblewader] 26/1/2023 16:18

Barty, why not? Banker targets/forecasts are the same whatever language they use