Bae Systems Share Discussion Threads

[dope007] 09/4/2024 11:15

Whole defense sector getting a kick, despite the fact that Europe needs to re-arm and re-arm bloody fast

[qs99] 09/4/2024 11:13

can't see why ECHR climate change ruling should affect BAE? But maybe that has a knock on effect for anyone involved with planes? Stretching it a bit, but just a thought?

DYOR

[bigbigdave] 09/4/2024 11:09

Can't be this

GOLDMAN RAISES BAE SYSTEMS PRICE TARGET TO 1398 (1186) PENCE - 'NEUTRAL'

[johndoe23] 09/4/2024 11:07

Can't see any news?

[johndoe23] 09/4/2024 10:43

What's going on?

[bartyb] 09/4/2024 02:05

BAE Systems Norfolk Ship Repair, Norfolk, Virginia, is awarded a $34,226,211 cost-plus-fixed-fee modification to a previously awarded contract (N00024-21-2451) to exercise an option for a landing platform dock (LPD 29) fitting out availability. Specific efforts include program management, planning, engineering, design, liaison, scheduling, labor, and procurement of incidental material in support of the availabilities. Work will be performed in Norfolk, Virginia, and is expected to be completed by July 2025. Fiscal 2023 shipbuilding and conversion (Navy) post-delivery funds in the amount of $3,029,294 will be obligated at time of award and will not expire at the end of the current fiscal year. This is a modification to a contract that was already competitively procured. Naval Sea Systems Command, Washington, D.C., is the contracting activity (N00024-21-2451).

[johndoe23] 03/4/2024 18:55

Decent recovery

[3800] 03/4/2024 14:45

I did wonder if the uk goverment would halt arms sales to Israel but don't think the recent pull back is in anticipation of that.
3800

[thamestrader] 03/4/2024 11:35

Has there been a sudden outbreak of worldwide peace and harmony?

I would gladly watch my BA. shares drop to zero if this were the case.

[anhar] 03/4/2024 10:55

Seems to have come as a shock 😱 to some here that BA. shares can fall as well as rise.

[pal44] 03/4/2024 10:16

Taking a beating today

[johndoe23] 03/4/2024 09:55

Share price now below the significant chair purchase

[luderitz] 02/4/2024 07:51

……Israelis certainly have it coming to them.

[blippy3] 01/4/2024 22:50

Israeli airstrike destroys Iran's consulate building in Syria. Iran promises 'harsh' response.

[chiefbrody] 27/3/2024 18:00

Well done.PE about 22, falling to around 20 based on 2024 guidance. I didn't realise a FTSE100 company was allowed to have a PE that high these days lol. Of course, nobody would bat an eyelid if this was the USA. Though, a quick google says Lockheed (biggest in the world) is on 16.

[rech] 27/3/2024 12:48

"PS, If anyone has held from way back in the 2 -3 quid range, and not sold one, bloody well done!"

I'm in since £3.20. I sold a third of my holding some time ago. Even so, the paper gain remaining is now enough to buy a house. Sadly this holding is unsheltered.

I wonder if we've reached a temporary peak, if so then we could head back to the uptrend line at 1310. Below that there's support should be found around 1255.

[anhar] 27/3/2024 11:00

PS, If anyone has held from way back in the 2 -3 quid range, and not sold one, bloody well done!

Not that low as my average cost is 387p but I'm still showing a large profit, never having sold any of my holding. That's not because I'm smart, it's because I'm purely a long term hold income investor with a diversified portfolio and care little for price fluctuations. As long as a share keeps delivering with divi increases over time, I'll keep holding and that's what's happened here. For me, there is no reason to sell and certainly not just because of the capital gain.

BA. cap growth has been exceptional and is far from the norm in my port. Nevertheless long term total port growth has been good with the better performers making up for the weaker ones. But I'm not here for that, it's total port income that interests me and this too has delivered over the decades. Not always a steady year on year rise, there are inevitably some down years, but looking at decades, it has fulfilled the original intentions for my strategy.

It is interesting to me that an income approach hasn't done badly on capital either, even though that's not why I do it. I guessed at the outset that this was likely to happen but there was never any guarantee. Divi income is risk income, a risk I was willing to accept to be in equities.

[johndoe23] 26/3/2024 09:34

Big contract win for CHRT, defence powering on

[ribblewader] 25/3/2024 13:06

BAE Systems has signed a contract with the Danish Ministry of Defence Acquisition and Logistics Organisation (DALO) for the Mid-Life Upgrade (MLU) of the Danish CV90 fleet, ensuring the vehicles’ performance for many years to come.

This MLU contract follows the previously signed framework agreement regarding repair and maintenance services.

Under the contract, the Danish CV90 infantry fighting vehicles will be integrated with the new D-series turret, a “leap forward in design and functionality which provides significant improvements in vehicle balance and new ways to introduce a variety of weaponry for increased lethality”.

[luderitz] 25/3/2024 10:34

SP not affected yet.

[tournesol] 25/3/2024 08:43

PJ

If WW3 breaks out current official guidance is to fold your paperless share certificates into a paperless hat and keep it on your head throughout the state of emergency.

[chiefbrody] 23/3/2024 20:25

Obviously yes but not for long!

[pj84] 23/3/2024 00:29

Looks like our resident down ticker has gone to sleep as my post above at 20.46 hasn't been down ticked yet! Do bots sleep?