Jpm Bb Usa Eq Discussion Threads

[battlebus2] 03/10/2023 18:43

Thanks BBD, I didn’t realise that.

[battlebus2] 03/10/2023 18:43

Do you have a link eeza?

[bigbigdave] 03/10/2023 18:35

And for those that don't know, Paul Hill is 'Brummy_git' on advfn!

[battlebus2] 03/10/2023 18:14

I would like to hope so 🤞

[bigbigdave] 03/10/2023 18:05

This is one of the worst markets I can remember.
Still, on the positive side, when the bounce comes there must be massive upside for many stocks.

[battlebus2] 03/10/2023 17:42

Only down a smidgen today which isn’t bad compared to most of the markets. AIM is terrible at the minute.

[battlebus2] 02/10/2023 20:48

Lots more to come SF, if you look at the multi million contracts already won the shares are only up 18% this year.

[scottishfield] 02/10/2023 11:20

Yes I think so bb (holder)

[battlebus2] 02/10/2023 11:19

MSI another contract. This really is a step change for this company

This contract is for $15.8 million and is for the supply of our newly developed MSI-DS Electro-Optical Sights System (which US Navy nomenclature identifies as the US Mk48 MOD2 Electro-Optical Sight Systems) as part of our MSI-DS 30mm weapon systems. Delivery of all equipment is for no later than 31 May, 2025

[battlebus2] 02/10/2023 07:37

Another day another warning ⚠️ XPP

[battlebus2] 29/9/2023 23:21

Some folks doing much better in these tough markets. I see Rhom is up 23% which is a super position. Heavy weighting in GDWN and GAW and Norbert is +6% also a great performance. I believe he’s a big percentage in MSI among others. Well done anyone who is positive as we go into Q4 👏

[battlebus2] 29/9/2023 19:40

Finished the day up 1.8% with MSI guns ablaze, COM and ORCH also helping. GTC was also higher after a tough week in reaction to its results. Keeping the faith with them 🤞
Overall down 1.3% on the week and -3.4% YTD. Enjoy the weekend everyone 🥃

[modform] 29/9/2023 13:29

Cem Karsan, the best macro analyst who breaks down the charm, vana, etc in the option market tells you how market is merely driven by flows rather than fundies. If you're a bear waiting for market crash it's not going to happen as the structural products are dampening the volatility, so you get market down vix down which prevents market crash and then dealer flows coming in to drive the market higher.Worth a listen imo.hTtps://m.youtube.com/watch?v=XUNdUzDIjh8

[battlebus2] 29/9/2023 10:35

ORCH moving higher for a change.

[battlebus2] 29/9/2023 08:47

Fabulous news from MSI

CONTRACT TO SUPPLY MSI-DS 30mm GUN MOUNTS TO THE US NAVY

The Company is pleased to announce that a "first production and supply" contract has been awarded by the United States Navy to our wholly owned subsidiary company, MSI-Defence Systems US LLC, which is based in Rock Hill, South Carolina, USA.

This first contract is for $23.5 million and is for the supply of US Navy Mk38 MOD4 gun mounts (which is the US Navy nomenclature for our MSI-DS 30mm gun mounts). Delivery of all equipment is for no later than 18 December 2024

[battlebus2] 29/9/2023 07:56

SDI holders happy this morning

[battlebus2] 28/9/2023 19:55

Hi allstar. I like them, lots of room for growth as they’ve still only a small market share. I can see more upgrades coming. It’s not a sector I’ve owned before. Haven’t bought any as yet though I’m looking hard at it.

[allstar4eva] 28/9/2023 19:13

Hi Bb what do you think of YU. ?

[battlebus2] 28/9/2023 17:57

Down 1.1% today. Mostly MSI on little volume and GTC going ever lower and BBSN. No cheer out there at the minute.

[battlebus2] 28/9/2023 17:48

Sorry DbD I don’t use sharepad. Hopefully sorted soon for you.

[death by donut] 28/9/2023 16:16

Ok , just seen status page.Logging in issue.DbD

[death by donut] 28/9/2023 16:13

Any Sharepad users here having a prob logging in?DbD

[battlebus2] 28/9/2023 15:00

True but it’s still an achievement is it not.