Qinetiq Share Discussion Threads

[wad collector] 29/11/2024 14:10

The consensus seems to be that as long as Ukraine holds out, Russia will eventually negotiate a truce with some Ukrainian land. Even if this happened tomorrow , it has clearly stirred up concerns about Defence in general,hard to imagine a cut in budgets in Western Europe especially in its more Eastern countries for a few years. QQ is going to have a long order book whatever happens, and hard to see that a Republican gun-toting president is really going to cut US Defence spending . Though might be a harder place for QQ to do business with his inward looking policies.

[hawaly] 29/11/2024 12:32

Yes agreed but rationality and sentiment often diverge, shorterm at least.

[mrbeaky] 29/11/2024 12:08

Even if the war was somehow solved overnight, Europe and the US still have to increase defence spending, it’s not as if the problems will just disappear, especially with china also flexing its muscles.

[hawaly] 29/11/2024 12:03

President-elect Trump and Ukraine?

Other Defence down today.

GLA.

[doobz] 29/11/2024 11:43

Based on nothing, company doing fine in all areas. Noise ignored

[johndoe23] 29/11/2024 11:31

For those who feel brave

[mrbeaky] 29/11/2024 11:05

Mad that a broker cut can cause the share price to drop so much. Almost at the 405p price target.

[beardinspace] 29/11/2024 09:36

(Alliance News) - BOFA CUTS QINETIQ TO 'UNDERPERFORM' - PRICE TARGET 405 (470) PENCE

[erbullion] 29/11/2024 09:12

Why the drop?

[cardinal3] 24/11/2024 10:29

Thanks wad. I haven't braved the weather to pick up this weeks IC and appreciate this update. It does feel the company is at the sharp end of defence tech which is important these days and is well managed.

[wad collector] 24/11/2024 10:17

IC article looking at results concludes BUY @ 438p.
Points out that with 88% of the revenue from domestic market, the Strategic Defence Review will be important to what happens next here. Will Labour commit to 2.5% GDP defence spending?

[suetballs] 19/11/2024 11:13

Nice buys by cfo.
Suet

[johndoe23] 19/11/2024 10:03

Wars not ending anytime soon. Defence shares should be rising

[bedford1976] 17/11/2024 16:19

Buying back shares at at a lower price because of ??? Who knows...but I'm not going to complain I'm better off in the long run as long term shareholder.

[brain smiley] 16/11/2024 20:28

Elon Musk and DOGE are out to reduce government spending/fraud/waste....USA defence stocks are falling.Musk on X is talking about auditing the Pentagon and ending profiteering from war.Can't be helping Qinetiq.

[melody9999] 16/11/2024 19:06

Qinetic is in the right sector (defence) with the right expertise (technology led) IMV patience will be rewarded but there will be ups and downs.

[indiestu] 14/11/2024 17:55

Limited growth so not interesting to a growth investor. Poor dividend yield so not interesting to a value investor. It leaves it in no mans land. Put it on the watch list and be ready to buy when the market collapses and the yield looks interesting.

[wad collector] 14/11/2024 17:25

I can't see why those results have hit the share price to a 6 month low. I suspect a good buying time, though unfortunately I am fully invested. But most of my recent buy decisions in other companies following results have then dropped further so what do I know?

[johndoe23] 14/11/2024 16:13

Wow didn't expect that

[doobz] 14/11/2024 16:01

Ha same old, I just ignore results days these days

[suetballs] 14/11/2024 14:42

Doobz - you spoke too soon.
Solid and dependable results rewarded as usual!

Suet