Bae Systems Share Discussion Threads

[tewkesbury] 15/4/2024 13:59

This is a really good solid share where I often top up as funds allow. I just wish I had more.

[wad collector] 15/4/2024 08:50

Xd this week, though with the share price rise, not going to make such a dent in the price...

[chiefbrody] 12/4/2024 15:56

Christ another Blue day!

[wad collector] 12/4/2024 13:40

The Words behind Deutsche Bank


BAE Systems PLC (LSE:BA.) received a share price target upgrade by Deutsche Bank analysts on Friday as European defence spending looks to keep growing.

“BAE has more exposure to the Nordic, Baltic and Eastern European states, which are the fastest growing defence markets in Europe,” the bank said in a note.

Given the ongoing war in Ukraine, Deutsche highlighted plans from the likes of Poland, Norway, Denmark, Finland and Sweden to boost defence spending.

“BAE could benefit in two ways, either via direct sales to these countries, or via foreign military sales via the US,” analysts added.

Indeed, Deutsche highlighted a series of high-profile contracts from the US so far this year, including for armoured multi-purpose vehicles, alongside M109A6 and A7 Howitzers.

Demand for military jets, such as the Eurofighter, could also be revived, according to the bank, as orders come through from Middle Eastern nations.

Deutsche lifted BAE’s share price target from 1,290p to 1,440p as a result, anticipating a 12% climb on Thursday’s close.

[fearny1984] 12/4/2024 13:33

Those Palestinian protestors this morning at Samlesbury made the share price go up! Thanks a lot

[bigbigdave] 12/4/2024 09:29

*DEUTSCHE BANK RESEARCH RAISES BAE SYSTEMS PT TO 1440 (1290) PENCE - 'BUY'

[bartyb] 11/4/2024 22:06

BAE Systems Ltd., Kent, United Kingdom, has been awarded a contract with a total value of $7,923,498. This contract will provide heads up displays for AC-130Js and services such as repairs, training, equipping, and initial set up of a repair facility to support. The location of performance is at the contractor's facilities in Kent, United Kingdom, as well as Warner-Robins Air Force Base, Warner Robins, Georgia. The work is expected to be complete by April 10, 2029. No funds are being obligated at the time of award. The contracting activity is Air Force Life Cycle Management Center /WIUKA, Warner-Robins AFB, Warner Robins, Georgia. (FA8509-24-D-0002).

[pj84] 10/4/2024 00:47

The article concludes:-

"Clearly, BAE is a very different investment prospect today than it was at the time of our original recommendation in December 2019. Then, it could perhaps most accurately be described as a relatively cheap, high yielding and solid business. Today, in contrast, it is a relatively expensive and low-yielding, albeit still very sound company that has a far more upbeat financial outlook.

While this column naturally veers away from relatively expensive stocks, BAE continues to merit investment. Elevated geopolitical risks are likely to persist, and even multiply, in the coming years. With the company having a solid strategy, broad exposure to a range of market segments and geographies, as well as a sound financial position, it is poised to deliver further capital growth over the long run.

Questor says: buy"

[pj84] 09/4/2024 23:02

Large after close trade of 370k shares for 60p above the closing ask for £5m of shares.

[blippy3] 09/4/2024 22:49

3h ago: "Can US pressure deliver Israel-Hamas truce in Gaza?"

48m ago: "WW3 fears erupt as Israel threatens to strike nuclear targets if Iran launches attack".

Make of that one what you will.

In theory (famous last words) BA is at the bottom of the trendline.

[johndoe23] 09/4/2024 14:45

Not happened

[mikepearce45] 09/4/2024 13:46

Possibly Market Makers dropping the prices of BA, RR and MRO to allow some large buy orders through at the start of the new tax year. It has happened before . Just a thought

[tournesol] 09/4/2024 12:18

Report claimed Israel and Hamas possibly agreeing terms.

[gswredland] 09/4/2024 12:05

Not all defence stocks down. CHRT still up

[melody9999] 09/4/2024 11:31

Err - market tanks on Goldman Sachs report then. But according to BBD 5373, they raised the target for BA. ??

[mr euro] 09/4/2024 10:22

Not the time for weak hands. Added.

[jqb1] 09/4/2024 10:21

Top up time

[dope007] 09/4/2024 10:15

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

[qs99] 09/4/2024 10:13

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 10:09

Can't be this

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

[johndoe23] 09/4/2024 10:07

Can't see any news?