Qinetiq Share Discussion Threads

[cliveo1] 25/1/2025 17:15

Wad, don't be more pathetic than rong, no need to tantrum and tell us he's blocked...just do it like an adult and move on. You too have posted superfluous nonsense now.

[rongetsrich] 25/1/2025 12:11

It will be hard to miss a non-poster.

[wad collector] 24/1/2025 19:10

I remember what the filter is for now.

[rongetsrich] 24/1/2025 15:03

Scruffy, do you have anything other than the obvious to post?

[someuwin] 24/1/2025 12:53

Commenting on today's £9bn UK submarine contract

"The MOD added that the AUKUS defence pact, which also involves the United States and Australia, would also benefit."

QQ will benefit from this.

[mrscruff] 24/1/2025 12:45

Revenue is something that can be grown looking forward instead of backwards. In this environment it is more possible than not. It is also something that is factored into the low multiple. If we see revenue growth we will see P/E expansion.

[estienne] 24/1/2025 09:59

Yes but the revenue is small compared to that gained by the prime contractors and OEMs who build platforms, act as system integrators and provide service to support the products they supply with huge profits. Also QinetiQ's main challenge with winning contracts to supply MoD with equipment is that it hasn't much of a track record

[wad collector] 24/1/2025 07:52

Err..do these services not count as necessary components of defence that need to be paid for?

[rongetsrich] 22/1/2025 23:08

Great news ladies, and the share price? Not quite ready to empty my handbag here yet. I’ll lt you know when it is time.

[someuwin] 22/1/2025 19:00

Interesting. Klear Kite is owned by Christopher Harborne (farage backer and largest single QQ shareholder) so he has now upped his holding to 12.63%

[swiss paul] 22/1/2025 18:49

Take your handbags somewhere else eh girls.

Meanwhile someone sees a bargain

Klear Kite LLC
Position of previous notification (if applicable) 11.480600%

Resulting situation on the date on which threshold was crossed or reached 12.630000%

[rongetsrich] 22/1/2025 18:01

Scruffy is quiet, perhaps he's embarrassed by his stupidity?

[rongetsrich] 21/1/2025 19:49

Post 1700 highlights the idiot known as scruffy. I could cut and paste, but it's worth the lols to read it... he's boasted a balanced portfolio, buts seems that portfolio is Pershing and QQ. He only pitched up here recently and had the audacity to try and look competent

[rongetsrich] 21/1/2025 18:56

UK Defence real budget is circa 2 per cent, and Starmer is probably too thick to see a spend to save measure.As for what any analyst says, absolute fools gold, they are paid to pump.Aviva would have been 550 this time last yer, Lloyds 100p, BAE 1600. Broker recs are fractionally better, but unrealistic and hold little weight with the city mice.

[mrscruff] 21/1/2025 18:39

Trump says NATO members should spend 5% of GDP on defence:


Proactive article:


QinetiQ Group PLC was the biggest faller still, down almost 10% on Tuesday afternoon, but analysts at Shore Capital said this presented investors with an opportunity to buy shares in a fast-growing defence company for a cheaper price.

A trading update early in the day was "mixed", said analyst Jamie Murray in a note to clients, with pretty limited financial information from the FTSE 250-listed group apart from revealing that EMEA Services delivered revenue growth and that it was stable for the Global Solutions division.

While the full-year and medium-term outlook is unchanged, order intake "appears to be a little soft due", Murray said.

Expecting this to weigh on the shares, Murray said he remains "constructive on the medium term opportunity, and so buy any dip to capitalise on a fast growing defence stock with exposure to prime markets.".

He noted that order intake in Global Solutions remains robust and said he did not expect any changes to forecasts.

"Whilst order intake is less relevant to QinetiQ versus other defence peers with long-tailed programmes, there appears to be a risk that the full year book-to-bill might fall below the 1.0x threshold."

QinetiQ's enterprise value is 10 times 2026 forecast underlying profits (EBIT), which the analyst said is "materially below the peer average multiple".

Murray's analysis of growth, return on capital and risk suggests the shares can trade at an "undemanding" 2026 EV/EBITA of 12.0x driving a fair value of 520p compared to the 380p the shares fell to on Tuesday

[rongetsrich] 21/1/2025 16:44

lol, smarting whilst u are sat on a good loss today, I'm tickled, but keep averaging down, Jethroe, by the time you break even it'll be needed for care.

[mrscruff] 21/1/2025 16:39

Fascinating, one day, you'll realise what happens to sheep. You all certainly sound the same and playing a zero sum game. Nasty pieces of work.

[dutchguilder] 21/1/2025 15:53

I'm sure MrScruff, but somehow I think you are sat with a few thousand, ten tops, with as you say a paper loss. Better mot to have made a paper loss though, so up your research and find a more informative group!#
Today, you lost money, yet cannot admit it to yourself, cheap mate, really cheap.
You read the articles and bought without a thought for analysis.
FWIW I bought 5k today, a third of what I'm contemplating, but I am nowhere near convinced about the bottom yet.#

[mrscruff] 21/1/2025 15:44

Not really rongetsrich, I am in the accumulation phase and run a balanced portfolio but thank you for your concern and thank the market for cheap shares today as my stop loss was triggered :-)

[rongetsrich] 21/1/2025 15:29

Indeed. Had they looked for a pattern they'd have seen an event every 6 weeks, almost like a bot trade, or a short like bet! I read two articles, both were positive, but then another forum chatted about today, so Here I am waiting a couple more days like several others.Those that mock really are sat on plastic toilets with emotions running high.Must toddle now, it's 5 O'clock somewhere, sounds like scruffy is already on Paphos time, drowning his sorrows, what a silly sausage.

[rongetsrich] 21/1/2025 14:58

As long as the ££ in the evening are more than the ££ that morning it has been a great day. Those that can't trade should behave and learn to, a great piece of advice.

[mrscruff] 21/1/2025 14:40

Forums are full of low information users hoping to follow patterns while sat on the sofa in their pants using a trading app.