Ms Share Discussion Threads

[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.

[cockerhoop] 03/3/2024 21:48

YASRUB,

No mention of MSI effectors within the APS announcement for the delivery of SkyCtrl & FieldCtrl for Rawnda so could be an APS soft kill system.

[someuwin] 03/3/2024 20:57

MSI-DS at the Counter UAS Technology Europe Conference in London

MSI-DS will be at the Counter UAS Technology Europe Conference, taking place in London on 16-17 April 2024.

DEVELOPING EFFECTIVE C-UAS CAPABILITIES TO PROTECT EUROPEAN SKIES FROM HOSTILE UNMANNED AIR SYSTEMS

With the growing proliferation of small drones and UAS technology, European armed forces and security agencies seeking to protect critical national infrastructure at home and also forward deployed personnel operating abroad.

As a Sponsor and Exhibitor, visit us to explore our the MSI-DS TERRAHAWK PALADIN, our mobile, deployable short range air defence system to detect and defeat hostile unmanned threats ranging from large tactical UAVs to fast incoming aerial, ground, as well as maritime surface targets such as drone boats and FIAC.

MSI-DS TERRAHAWK PALADIN draws industry attention for its mobility (vehicle integrated and/or trailer-based to transport and re-deploy when and where priorities change), rapid deployability (NATO-standard D.R.O.P.S based system), flexibility (wide range of roles from protecting high value targets to wider coastal and border protection), and modularity (wide range of direct fire effectors up to 40mm, integration of C-UAS Missile and Rocket systems, ammunition, radar, and tracking options).

Mesh-Network and C3/C4 systems – organic integration at the battery and company level to create a cost-effective system with shared sensor assets and geographically dispersed radar units communicating with themselves or with a central command post.Whether deployed as a singleton or as part of a layered defence network, the MSI-DS TERRAHAWK PALADIN secures significant tactical and strategic advantages over fixed location air defence systems.

Counter UAS Technology Europe 2024 will be the confluence of industry and speakers, featuring the leading European C-UAS Programme Managers, wider international defence organisations and the top industry providers.

[someuwin] 03/3/2024 20:55

MSI-DS at DIMDEX 2024 in Doha

MSI-DS will be in Doha at The Doha International Maritime Defence Exhibition and Conference (DIMDEX 2024).

DIMDEX has established itself as one of the most prominent players on the global specialised exhibition map, serving as a key platform for enhancing maritime security, primarily through the exchange of knowledge and expertise, to ensure supply chain continuity and uninterrupted global trade.

Visit us at Hall 6-325, as part of the UK Defence & Security Exports (UKDSE) pavillion, to explore and learn more about our mobile and deployable VSHORAD solution, MSI-DS TERRAHAWK PALADIN, to defend against threats from UAS and fast incoming air targets, as well as hostile ground and maritime targets, including drone boats.

Visit us at Hall 6-325. To arrange meetings with our sales, product and engineering representatives, please contact us at sales @ msi-dsl . com

[yasrub] 03/3/2024 13:47

Looks like another contract - Rwanda - interesting as potentially have close links to Qatar.
hxxps://www.military.africa/2024/02/rwanda-acquires-polish-anti-drone-systems-to-boost-its-defence-capabilities/

[norbert colon] 28/2/2024 19:44

hxxps://www.janes.com/defence-news/news-detail/aps-delivers-skyctrl-skid-c-uas-to-gcc-customer


GCC client. We are aware that MSI already have a presence in the region with their land based offerings but this could be a new customer.


Part of the contract award noted in the June prelims or a separate order…? Production and delivery ongoing since December 2023 will feed nicely into the Prelims.


Well done MSI.