mikeh30,
You're miles off - the UK Defence sales included the £22.4m Ukraine order so MOD sales were less than £10m the majority of which would have been servicing/upgrades etc so pretty mandatory. The only other short term UK exposure is the Type26 programme which is unlikely to be pulled. |
Hmm. This could be an issueThe Group's largest customer, which is reported in the 'Defence and Security' division, contributed 27.4% to the Group's revenue (2023 - 12.6% from the same customer). The Group's second largest customer, also reported in the 'Defence and Security' division, was the only other customer that contributed more than 10% to the Group's revenue with a total of 21.6% (2023 - nil).UK was 45% of total sales |
Due to SOLI update? |
https://x.com/totherchris/status/1854645375245709773?s=46&t=rg4Jk5YJBa9Qo-ReVplZMA |
This sudden jump in price, especially when the market generally is weak, looks like somebody thinks they know something. Perhaps a bid or a major contract or even a delivery made early. Anyway it is a comfort in a dud market. |
New highs coming soon by looks of things, seems free to move even on low volume, so once volume arrives expect it to breakout nicely |
Someone's keen to accumulate |
Last year between end of October and the results in December the valuation moved up by 20%. Let's see what happens this year given the HY looks equally strong. |
About time
TU due before mid December? |
Ah that would make sense. Was that information confirmed somewhere? |
I don't think they sold any? Wasn't it selling and buying back in ISA/SIPP? |
What is your guys take on all the insider buying and selling over the last year? They bought £419,000 worth of shares but sold £422,000 worth. Executive chairman, chief financial officer are the main culprits!And the boys and Sales seem to be a very similar if not the same price! |
''Defence budget raised by 2.9 billion quid next year, nice''
Unfortunately, can't see any of that impacting this year's MSI revenue. |
Defence budget raised by 2.9 billion quid next year, nice |
Yes let's go |
It's just last minute panic selling ahead of the budget IMO. Some strange price action in certain AIM shares this morning as people place their bets! False market in many ways |
I can understand Boeing collapsing, but why MSI? |
Maybe better bargain later |
I don't mind - it's giving some good bargains. Added here at 885p. |
Down again ffs. Get weds out of the way asap |
There’s not going to be one system that tackles all drones. You’re going to need a mixture of different types to provide full coverage. |
I see there is activity in developing an anti drone system via a laser. I used to work with lasers and whilst they may be a partial solution the article I read talked loosely about how cheap it will be. Well the beam is cheap but the launch machine will have very exact tolerances and is likely very expensive. Laser is line of sight and may be of limited use for low flying drones. I have no military experience so others may know better. |
Yep budget fears |
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