I make PE about 12 |
A p/e of 14 is too low for this stock, they are a leader in their speciality, have tons of cash and growing order book. Other defence stocks are on much higher p/e's and deserve a rest, but not MSI. |
Defence stocks weak |
That was a very generous gift from the FD! |
Interesting development vehicle integrated with Supacat.
Will we see you at #DVD2024?
UTAC Millbrook I 18-19th September, 2024
Visit us at the Steering Pad, SP-03 (Outdoor) to explore our world-class, deployable, and vehicle-integrated C-UAS solutions, in association with @SupacatLtd |
Thanks Norbert for the updates. Plenty would seem to be coming together for a strong FY25. Management have given consistent confidence the defence division is demand and perhaps Paladin is the jewel in the crown. |
Encouraging progress of the RN first two Type 26's with HMS Glasgow already under weapons fitment.Each type 26 will have 2 x MSI DS30M with revenue starting to hit the P&L from this current year onwards. https://www.forcesnews.com/services/navy/glasgow-meets-cardiff-type-26-frigates-moor-alongside-each-other-first-time |
https://militaryleak.com/2024/08/14/royal-malaysian-navy-lcs-program-advances-with-successful-mast-and-radome-installation/Good to see the RMN LCS1 fit-out coming along nicely. Will be fitted with 2 x DS30M and will be completed this financial year to April 2025. This is the first of 6 (very delayed) vessels each with 2 MSI mounts. |
Pleased to finally see these 2 mounts fitted after following construction of these two vessels for a while.
Will fall in the interims to October 2024. |
Yep I missed that on a quick first read of the RNS whilst multi-tasking, that will teach me. Speculating but possibly related to the anticipated CGT increase? |
I make it circa 241,000 shares sold, she had 17.5% as per the 2024 annual report |
A Bell disposed of shares not bought them |
I mean really, if you need any hints as to what the Directors are expecting you couldn't get a clearer signal |
Looks a smart move by the company |
Wonder what all this weakness is about |
Great article in today's FT effectively saying the armaments business has another two years to run, at least. No mention specifically of MSI, it was a general piece |
The future of defence might not be high tech unicorns after all. Bodes well for MSI.Start-up incubator Y Combinator backs its first weapons firm https://on.ft.com/4dz1v1N |
Thanks. Just got mine now
Have a good weekend guys |
Divi 16.5p |
Not had mine yet
What was the divi guys? |
Yes mine arrived with AJB, ii and IG Index |
Dividend received AJBell |
Well done if you added at 1000p my order at 995p not filled |
Divi arrives this coming week so a chance to reinvest. |
Frustrating drip down, buy opportunity coming up, possibly |
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