sage in the hills
08 Oct 2017
Long Term potential ...trends increasing [link]
II Editor
05 Oct 2017
NEW ARTICLE: A FTSE 100 share with long-term potential "BAE Systems (LSE:BA.)We were going to cover the US firearm industry, specifically focusing on ammunition sales on the basis a gun is sold just once. But the fuel it requires is an ongoing industry.Adopting the UK moral high ground fell apart when ..."[link]
II Editor
04 Oct 2017
NEW ARTICLE: Trends and Targets for 5/10/2017 " BAE SYSTEMS (LSE:BA.) We were going to cover the US Firearm industry, specifically focussing on ammunition sales on the basis a gun is sold just once. But the fuel it requires is an ongoing industry. Adopting the UK moral high ground fell ..."[link]
sage in the hills
18 Sep 2017
Re: Typhoon deal ....Heorot........but therefore, essentially, a good decision.SAGE
Heorot
18 Sep 2017
Re: Typhoon deal That's an unusual mix of aircraft types. Typhoon is a pure fighter with some ground attack (GA) capabilities. The F-15QA and the Rafale are primarily GA aircraft. Three completely different aircraft from 3 different countries. Maintenance and support costs will be astronomical.Clearly a political decision.
Lupo di mare
18 Sep 2017
Typhoon deal In case anyone missed it."DOHA (Reuters) - Qatar’s defence minister has signed a letter of intent to purchase 24 Typhoon jets from British defence group BAE Systems, in a move that could anger other Gulf countries boycotting Doha.Saudi Arabia, the UAE, Egypt and Bahrain cut diplomatic and trade links with Qatar on June 5, suspending air and shipping routes with the world’s biggest exporter of liquefied natural gas, which is home to the region’s biggest U.S. military base.“The letter of intent includes the ministry’s intention to purchase 24 modern Typhoon aircraft with all their equipment,” state news agency QNA reported on Sunday.The agreement was signed by Minister of State for Defence Affairs Khalid bin Mohammed Al Attiyah and his British counterpart Michael Fallon, QNA added.“This will be the first major defence contract with Qatar, one of the UK’s strategic partners,” Britain’s Ministry of Defence said in a statement, adding that talks over a deal had taken several years.“We also hope that this will help enhance security within the region across all Gulf allies.”The Eurofighter Typhoon is a joint project between BAE, France’s Airbus and Italy’s Leonardo, previously known as Finmeccanica, and supports an estimated 40,000 jobs in Britain.Neither statement gave the cost of the combat jet deal. BAE had agreed in 2014 to supply Saudi Arabia with 72 Typhoon jets in a deal worth 4.43 billion pounds.Fallon told a conference in London on Saturday that the British government would step up efforts to help BAE Systems to sell more Typhoon jets with government-to-government deals.The Typhoon has attracted fewer orders this year than the rival Rafale built by France’s Dassault Aviation, which has agreed deals with Egypt and Qatar.Qatar also signed a deal in June to buy F-15 fighter jets from Boeing Co in the United States for $12 billion and concluded a 5 billion euro ($6 billion) deal with Italy for seven navy vessels.The wealthy Gulf state has been accused by its neighbours of supporting terrorism and meddling with Iran, Saudi Arabia’s arch-rival in the region. Qatar denies the accusations.The crisis has put the region on edge and prompted Turkey to send troops to Doha in a sign of support."
Lupo di mare
10 Sep 2017
Re: Shipyards An upside of having other shipyards tendering, and hopefully building bits, is that it would give our remaining shipyards a boost to enable them to grow post Brexit.now, all the old restrictive practices and fat, complacent management will have been replaced by modern management, eager workforces and high tech design and construction.
Lupo di mare
06 Sep 2017
Shipyards That was a bit of a blow, but BA.'s just going to have to shape up. Nothing wrong with competition, just as long as BA. don't cut the wrong sort of costs - the cheap road hath no ending. Made that up meself, and proud of it .
Heorot
03 Aug 2017
Re: F-35 sales No. According to the F35 website, British industry will build 15 percent of each of the more than 3,000 planned F-35s, generating significant export revenue and GDP growth. The program is projected to create and support more than 24,000 jobs across every region of the United Kingdom.
riverside red
02 Aug 2017
Re: F-35 sales I thought they were only building the back end of the UK planes.
II Editor
02 Aug 2017
NEW ARTICLE: Great results, but BAE Systems beats retreat "With sales and profits ahead of expectations, the new boss of LSE:BA.:BAE Systems couldn't have asked for a kinder introduction to the results-day hot seat. Share price reaction has been mixed, however, and after making a three-week high in early ..."[link]
Lupo di mare
18 Jul 2017
F-35 sales This won't do BA. any harm."Increased sales of the F-35 fighter jet have helped Lockheed Martin, the biggest supplier of defence equipment to the US military, to report better-than-expected profits.The F-35, formerly known as the Joint Strike Fighter, is being built by the US defence giant in partnership with other countries, including the UK.Lockheed Martin reported a 5% rise in second-quarter profits to $942m.The company also raised its sales and profit forecasts for 2017.The company said sales in its aeronautics business, its most important division, were up by almost 20% in the second quarter of the year.The F-35 programme is the US defence department's most expensive, something President Donald Trump singled out last year for criticism.The UK has so far ordered 24 of the jets, the first of which are due to go into service with the RAF and the Royal Navy next year.The short take-off and vertical landing planes, which will be known as the Lightning II, are set to be deployed on the UK's two new Queen Elizabeth class aircraft carriers."
whatsupnow
14 Jun 2017
buy ratings Goldman Sachs Buy and target 763pCity Group Buy and target 720pValid 13 Jun17
KEEPING CALM MIKE
09 Jun 2017
I am out What a great run up in the past two years, happy to bank some bunce. With the weakness in the ££ and the tensions in the middle east, defence stocks could prosper further,good luck. K.C.M.
Lupo di mare
24 May 2017
Re: Trump Not sure just what Trumpie wants to sell to SA, but maybe the recent rise is associated with some participation for BA., or could it be Capital's increasing interest, or both.Whatever, it's nice to see. It's risen by some 40% over the past year - as I'm sure everyone's aware.
