Ms Share Discussion Threads

[norbert colon] 11/4/2024 12:54

Of interest to MSI shareholders


hxxps://www.navalnews.com/event-news/sea-air-space-2024/2024/04/us-navy-completes-first-mk-38-mod-4-gws-install/


For those who haven’t already, it’s worth taking a look at how many Flight IIA and Flight III (including planned new Flight IIIs at around 2-3 a year) DDG’s there are in the US Navy fleet, albeit the Mod 4 upgrade will be over many years.

[yasrub] 26/3/2024 15:30

I bought more,cheap online broker I could sell quite a chunk but did not seem many were readily available

[johndoe23] 26/3/2024 15:19

2647 delayed trade, looks like a sell

[cockerhoop] 25/3/2024 09:22

No chance of a trading statement imo and without any forecasts no requirement to report any deviations to expectations (as there aren't any!).

Monitoring of the trade press suggests there are a number of contracts likely to have been won that haven't been RNS'd or highlighted in the results.

I've a feeling if they disclose the orderbook with the finals it will surprise to the upside. Revenue is more difficult with the inherent lumpy revenue recognition.

[fft] 25/3/2024 09:14

Would be nice to have a trading statement some time from MSI. End of year is near the end of April, but no TS last year and I think we had to wait til results at the end of June .No chance of them ever listing in the USA with there approach to shareholders !Just a little bit of news occasionally would be nice ...

[cockerhoop] 25/3/2024 08:55

Yes, if correct it would be a nice contract to upgrade 4 frigates (8 canons) from now until 2030. The MSI mount seems to integrate well with cutting edge radar/fire control systems ie Aegis in the US and now this Saab system.

[yasrub] 25/3/2024 08:48

Interesting!
hxxps://www.hartpunkt.de/deutsche-marine-erhaelt-neues-waffensystem/

[westofengland] 22/3/2024 13:05

I can only suggest its tax year end selling.

[gswredland] 22/3/2024 10:50

Yes it is odd. CHRT doing well

[johndoe23] 22/3/2024 08:27

Strange weakness here when every other defence share booming

[harry davis] 06/3/2024 21:16

795 was an uncrossing trade so it'll be back above £8 first thing and I guess I will have to buy more! This will be one of the best growth businesses in the UK over the next 2-3 years I think. I would not be surprised it it is capable of doubling over that timeframe.

I write a newsletter where I talk about unloved but interesting UK stocks. I may do MSI at some point but I'm a long way off as there is a lot of niche research that has to be done!

[johndoe23] 06/3/2024 18:06

Hopefully consolidates from here, we will see!

[bigbigdave] 06/3/2024 17:04

Always was illiquid, same when I was invested here 20 years ago.

[johndoe23] 06/3/2024 15:14

No bounce glad I held off. For now!

[norbert colon] 06/3/2024 11:16

I'm no expert but as discussed before laser effectors are probably a way off operational readiness and also we understand that the Paladin or other MSI mounts are effector agnostic so a laser effector could be mounted in lieu of a conventional cannon. Certainly not something I'm concerned with re: MSI's prospects but happy to hear other people's views.

[harry davis] 06/3/2024 09:41

I suspect it is a buying opp so I have taken some for the first time ;0)

[johndoe23] 06/3/2024 09:11

Even this isn't immune from the small cap malaise. Buying opp?

[fft] 06/3/2024 07:12

What I haven't seen anywhere is the range of the 50kw laser, and also how many bursts per minute it can emit. It will, like in star trek, only be able to store so much charge and will have to be recharged after firing X times. Interesting that the big problem is the weather. The 4 units being sent overseas won't be doing any live fire testing but appear to be solely for weather/dust trials to see how it operates. They are also not so good at rockets, artillery and mortars according to the reports.On that basis, it would seem that whilst really really useful (assuming it can fire enough multiple bursts), it can only be part of a layered defence. Which is where the 30mm (or equivalent) SHORAD comes in. I could see the layered defence consist of 5 inch guns for 15km range, 30mm for 2-3km range and lasers for shorter than that. Class 1 drones are less than 150kg,.class 2 is 150-600kg and class 3 are more than 600kg. ..

[dan_the_epic] 06/3/2024 06:45

"The Department of Defense has deployed four laser systems designed to intercept drones and rockets in the Middle East. The Pentagon has been developing a laser-style interceptor to reduce the cost of shooting down UAVs and rockets.

Army Vice Chief of Staff Gen. James Mingus announced the new deployment of Directed Energy Maneuver Short Range Air Defense (DE M-SHORAD) prototypes to the Middle East. The Army developed the weapons system in coordination with RTX, formerly Raytheon. The former employer of Defense Secretary Lloyd Austin, RTX, has received over $100 million to develop the platform.

DE M-SHORAD, according to RTX, is a 50-kilowatt vehicle-mounted laser designed to intercept drones, missiles, and rockets at short range.

RTX and the Pentagon believe laser systems will be a cheaper alternative for downing cheap drones and rockets. The four interceptors deployed to the Middle East are mounted on Stryker armored vehicles."

If this is effective will it null the drone sale upside for msi?

[norbert colon] 04/3/2024 07:32

Yes I did a bit of research but couldn't find any MSI reference plus APS now have a containerised version of their SkyCTRL and/or fieldCTRL offering which can be easily confused with the paladin when reading narrative.

[cockerhoop] 04/3/2024 07:12

Obviously I hope you are correct but APS normally reference MSI if involved and I think they designate the product as SkyCtrl SKID.

I do though believe they are now delivering land based systems to 2 middle eastern customers.