Bae Systems Share Discussion Threads

[squidsgone] 27/3/2023 17:51

Maybe if it can make it to other platforms, otherwise small beer, surely

[carpingtris] 27/3/2023 16:56

Fingers in lots of pies!! That's got to be worth something substantial to the business if becomes successful and the norm going forwards.

[northernhills] 27/3/2023 16:31

These electronic drive systems seem to be selling well

BAE Systems to provide electric drive systems for first fleet of hydrogen fuel cell buses in Rochester, New York

BAE Systems, a leader in heavy-duty electric propulsion, will supply its next-generation electric power and propulsion systems for three hydrogen fuel cell buses in Rochester, New York, allowing them to run free of emissions. The company will provide its Gen3 electric drive system for ElDorado National (California)’s Axess® EVO-FC™ hydrogen fuel cell bus. This technology will advance Rochester-Genesee Regional Transportation Authority’s goal of reducing its carbon footprint and transitioning to a zero-emission fleet.

[anhar] 27/3/2023 11:18

...Is it due to the buybacks?

No, apart from a few narrow exceptions not applicable here, buybacks don't influence share prices. Though small private investors love to believe that they do.

[ribblewader] 26/3/2023 08:19

The headline says helicoters but the article is about MoD investigated over its procurement process in an attempt to get to the bottom of repeated failings.

[rech] 23/3/2023 19:38

This chart is a Thing of Beauty; surely not due to the buybacks. Perhaps the UK's flagship defence co is finally being appreciated for what it is, and rerated towards an American p/e?
Or do speculators feel that there's a lot more backfill supplies needed due to the hell going on in Ukraine?


P/E Profit margin RoI
General Dynamics 18 8.6% 9.3%
Northrop Grumman 14 13.3% 15.%
Boeing - 7.0% -10%
Raytheon Technologies 20 7.9% 4.4%
Lockheed Martin 17 8.6% 15.5%
Leonardo 24 20.2% 24.5%
Airbus 19 6.2% 3.7%
BAE Systems 19 7.9% 8.5%
Qinetiq 22.5 12.8% 7.8%
Meggit 16 0.3% 0.9%
Ultra Electronics 26.4 11.4% 11.1%

[carpingtris] 23/3/2023 18:28

Keeps on going!

Is it due to the buybacks?

[melegramforttongo] 22/3/2023 16:50

🎣 CAPTURED

[millennialinvestor] 22/3/2023 16:21

Mele, stop talking like you know what you are doing. you shorted boohoo at 28p oucheeeeeeeee!

[melegramforttongo] 22/3/2023 15:51

Nice incremental line to play on and off …

[ribblewader] 22/3/2023 07:24

Actomox, wrong side of the river! Hence the name. Someone once suggested I could walk to work at Warton, it was only about 1.5 miles away back then.

[actomox] 21/3/2023 16:24

Thanks Ribble wader for the info you keep posting. Guess you must live near Freckleton :-)

[ribblewader] 21/3/2023 15:21

In the last week BAE has share price has stood up far better than I thought it would. I did not expect to see another ath for some time yet!

[ribblewader] 14/3/2023 08:18

On Monday 13 March, as part of the AUKUS trilateral agreement between Australia, the United Kingdom and the United States, it was announced that BAE Systems will play a key role in helping Australia to acquire its first nuclear powered submarines.

[ribblewader] 13/3/2023 15:49

The British Army is set to take between six and eight BAE Systems Bofors Archer 155mm self-propelled artillery systems to cover a capability gap caused by donating AS90 howitzers to Ukraine.

[ribblewader] 09/3/2023 08:23

Australia will buy British-designed nuclear-powered submarines under the terms of a long-term deal which is due to be unveiled in the United States next week, multiple sources have suggested.

The plan in expected to involve a modified version of the UK’s next generation Astute-class submarines, known as SSNR, which are currently in the design phase.

[malvernwaters] 07/3/2023 07:29

The U.S. Marine Corps (USMC) has awarded BAE Systems a $256.8 million contract for additional Amphibious Combat Vehicles (ACVs) under a third order for full-rate production (FRP).

[pander45] 06/3/2023 21:40

Huge volume over last couple of days.

[southwinds] 03/3/2023 19:36

Most things in the Investors Chronicle should be ignored. Trust your own judgement.

[wad collector] 03/3/2023 18:01

IC comment on the recent results pointing out the lag time to increased income is not being recognised in the share price , and conclude a BUY at 888p. They last said BUY in July at 785p.

[neilyb675] 02/3/2023 11:27

910.40 - 910.60 (GBX) at 11:27:35
on Market (LSE)

[ribblewader] 02/3/2023 08:38

Saudi Arabia has joined the UK, Italy and Sweden on the Future Combat Air System (FCAS) project.

The Saudi Minister of Defence tweeted:

“We signed a declaration of KSA’s intent to participate in the Future Combat Air System program (FCAS) which will strengthen KSA’s defensive capabilities through a comprehensive partnership that includes joint production and R&D projects for future air systems.”

[charlie_324] 01/3/2023 16:04

BAE Systems Australia and European missile group MBDA today announced a collaboration agreement that will support Australia as it establishes its sovereign Guided Weapon and Explosive Ordnance (GWEO) capability.