Bae Systems Share Discussion Threads

[phillis] 11/2/2024 19:41

Another chapter in the shambles

“British aircraft carrier delayed from Nato mission for unknown reasons

[jackdaw4243] 07/2/2024 15:53

I was thinking along those lines . My portfolio would look a bit sick without BA, RR and Melrose.

If all NATO members did spend .7% of GDP then I need to hold and be on the train when it leaves the station

[mastey] 07/2/2024 09:39

Well decided to cash in 40% of position. Due to performance it was becoming a bit heavy in overall portfolio .

[ribblewader] 06/2/2024 15:58

BAE Systems received $114 million in Foreign Military Sales (FMS) contracts from the U.S. Army for AN/AAR-57 Common Missile Warning Systems (CMWS).

CMWS is a combat-proven aircraft survivability system for rotary-wing and fixed-wing aircraft that integrates missile warning, hostile fire indication, and countermeasure controls. CMWS provides the U.S. and its allies with advanced threat detection and countermeasure control capabilities that protect aircraft and air crews who operate in hostile battlefield conditions.

[rodbender1] 06/2/2024 14:10

I can't see them backing away from Typhoon. Maybe they'll buy some Rafale. And Saudi want in on Tempest whilst BAe need their orders.
Saudi air force needs a major upgrade within the next 6 years. Tornado will be retired. So pen to paper soon!

[rech] 06/2/2024 13:51

@rodbender1

"You’ve bottled lightning, and now you’re accelerating towards the future with increasing velocity."

I'm sure Shapps didn't mean the pejorative form, but let's hope they don't "bottle" the Typhoon possibilities.

[tournesol] 06/2/2024 09:53

There we go.

[ribblewader] 05/2/2024 12:56

Lifted this from the RR. thread......

Rolls-Royce (LON: RR) and BAE Systems (LON: BA) are some of the best-performing FTSE 100 index companies in the past few months. RR shares have surged by more than 800% from its lowest point in 2020. This recovery happened as investors cheered the recovery of the civil aviation industry.

BAE Systems, on the other hand, has risen by over 230% from its 2020 lows. The two companies have rebounded as defense spending has jumped following the Russian invasion of Ukraine followed by the crisis in the Middle East.

Further, the ongoing fear that Russia will invade Ukraine has led to more spending by Western countries. Therefore, BAE Systems and Rolls-Royce will be in the spotlight this week as Saudi Arabia hosts the World Defense Show. This is an annual show that brings most companies in the industry to showcase their products and make deals.

BAE Systems and Rolls-Royce will be present at the event and analysts will be watching for potential announcements.

[neilyb675] 05/2/2024 12:15

1181.00 - 1181.50 (GBX) at 12:14:47
on Market (LSE)

[bigbigdave] 04/2/2024 09:24

Press scaremongering

[ribblewader] 04/2/2024 09:09

In a sudden change of plans, HMS Queen Elizabeth will not participate in the upcoming NATO exercise Steadfast Defender, due to a mechanical issue identified in the starboard propeller shaft.

The Royal Navy has promptly readied HMS Prince of Wales to fill in for her sister.

[tournesol] 04/2/2024 08:15

Lots of press coverage on the subject of European/Western countries (including the UK) needing substantial increases in military preparedness to counter the threat from Russia.

[phillis] 04/2/2024 07:43

Carriers breaking down again

[tournesol] 02/2/2024 12:55

MS is just plagiarising my post 188

[smcni1968] 02/2/2024 12:41

Morgan Stanley top pick 14 quid target price

[ribblewader] 02/2/2024 08:29

Malloy Aeronautics designs and supplies all-electric uncrewed aerial systems (UAS) to both civil and military customers. Their range of uncrewed, heavy lift quadcopters are capable of lifting payloads from 68kg to 300kg over short to medium range missions.

These platforms offer interchangeable capabilities and greater flexibility at a fraction of the cost and time of more traditional methods, whilst minimising risk to more expensive assets and human life.

[ayl30] 02/2/2024 08:09

Small niche purchase of drone company announced today

[melody9999] 02/2/2024 07:41

BAE Systems Land & Armaments L.P., York, Pennsylvania, was awarded a $19,500,242 modification (P00006) to contract W56HZV-23-C-0024 for reactive armor kits, cold start kits and supplemental air transport kits for Armored Multi-Purpose Vehicles. Work will be performed in York, Pennsylvania, ...

[ribblewader] 31/1/2024 15:37

BAE Systems’ program to design and manufacture an advanced military GPS receiver and next-generation semiconductor has completed Critical Design Review (CDR).
The Military GPS User Equipment (MGUE) Increment 2 Miniature Serial Interface (MSI) program is part of a $247 million contract received in 2020 from the U.S. Space Force.
The MSI includes a Next-Generation Application Specific Integrated Circuit (NG ASIC) which will provide enhanced security and performance of M-Code technology. It can also be easily transitioned into future BAE Systems M-Code GPS receivers.

[rodbender1] 31/1/2024 07:48

2nd Saudi World Defence Show kicks off next week. Maybe they'll boost the share price with a few orders as long as they're not French!

[wad collector] 30/1/2024 22:44

Unloaded some at £12. I have faith that it will go higher but I also suspect that the share price will unaccountably drop a pound or so in the next few weeks...

[smcni1968] 30/1/2024 21:55

They've probably lost it