El Kel
28 Feb 2017
Re: Trump Looks like a director has confidence, be it Trump effect or otherwise. c£300k purchase yesterday. ---------- ---FEHmm, not sure that's such a great barometer in this instance.Whilst it seems to have been a genuine market transaction, there were three significantly larger director sells the day before!(No ref being made here to tax related trades)[link]
Footsie Explorer
28 Feb 2017
Re: Trump Looks like a director has confidence, be it Trump effect or otherwise. c£300k purchase yesterday.
Lupo di mare
27 Feb 2017
Trump Increasing defence spending by some $56bn won't do BA. any harm. It's an ill wind....
Trig001
06 Feb 2017
Re: Turkish deal It was a relatively small deal in aerospace terms but one for the long term. Turkey has a very large standing army and since 1998 been modernising its armed forces including being a F-35 partner. The opportunities for future contracts can only be more promising.
Doggedly persevering
30 Jan 2017
Re: Turkish deal Theresa sells her soul to the Turkish devil and the response in the share price is...nothing!Souls are selling very cheap in these testing times.If that didn't move them, it's hard to see anything that will.
Fat Paul
29 Jan 2017
Turkish deal Anyone have thoughts on deal with Turkey -- I know at £100m it's relatively small beer, but possibilities for the future?
II Editor
22 Dec 2016
NEW ARTICLE: JP Morgan's 23 UK share tips for 2017 "There's lots to worry about in 2017, not least new US president Donald Trump and potential problems for established politicians in elections across Europe. However, analysts at JP Morgan remain optimistic, and have named their favourite UK ..."[link]
KEEPING CALM MIKE
15 Dec 2016
Re: Deficit Obama has blocked some sales to Saudi don't know if this could effect some BAE transactions ?
EyesonHawk2
15 Dec 2016
Questor: Sell Questor: BAE Systems isn’t a sinking ship but its pension scheme makes it a sell In August last year we tipped shares in BAE Systems (LSE: BA.L - news) , the defence giant, as a buy. It has proved to be a sound suggestion, but Questor believes that the time has come to sell.At the time of our tip the shares were trading at 446.1p and at an undemanding price to earnings ratio of 11.6. We felt that the market was undervaluing the company’s defensive qualities and the fact that its contracts with governments virtually guaranteed its long-term income streams.We reiterated the advice in July this year when the shares stood at 534p.Yesterday’s closing price of 597½p represents a gain of 34pc on the original tip, although the shares have dipped a little from a recent peak of 613½p last month. While we remain happy with the company as a business, such a strong run in the shares market inevitably tilts the balance between risk and reward. To put it another way, the shares no longer seem such a bargain.But the catalyst for our switch to a “sell” rating is a recent move by a fund manager we respect, Alex Wright of Fidelity.Mr Wright, who runs the firm’s Special Situations fund, formerly managed by the investment legend Anthony Bolton, sold his stake in BAE Systems after his team conducted some detailed analysis of the company’s balance sheet – and in particular its pension scheme.Mr Wright pointed out that understanding pension scheme accounts was a difficult, complex task (and incidentally one for which many fund managers and stockbrokers were ill-equipped).He said the variables involved, such as assumptions about investment growth, meant pension deficits were “prone to large revaluations” and that a scheme’s trustees could agitate for the company to increase its pension contributions, meaning that less money would be available for investing in the business or paying dividends to shareholders.“After looking in detail at the nature of the BAE scheme and its forthcoming review, I believe there is a possibility that the company may have to significantly increase its cash contributions, beyond the current expectations of the market,” Mr Wright told Questor.“I believe that the balance of risk and reward in this case is unfavourable, particularly in comparison to other investment opportunities in the market.”Our advice is to bank your gains and reinvest the proceeds in stocks whose financial position is less exposed to the dangers that a large pension scheme can pose.Questor says: sellTicker: BA. SEE:[link]
Lupo di mare
12 Dec 2016
Re: Trump effect? More on the Trump effect.Down 2.4% today - all on a tweet. Trump (in case anyone missed it) has tweeted that the $400bn life cost for 90 F35s is too high. Savings to be made, boys and girls - somewhere, ahem.Funny that the deal was only concluded a week after the US election result. That smacks of it being hastily signed, even though it had been under negotiation for some 14 months.Still, not to worry, Taiwan could yet heat up leading to a build up of weaponry, or at least sentiment - tralala.
Monkeyboard
08 Dec 2016
Gkp
Lupo di mare
10 Nov 2016
Re: Trump effect? Well I decided to Hold, as there's a pretty secure 3.5ish% divi and no clouds on the horizon as far as defence is concerned.
Lupo di mare
10 Nov 2016
Trump effect? I can't think of any other reason for the 15% jump. I guess that it's down to the rest of NATO countries having to stump up their share of defence spending - according to Trump.No doubt the EU bureaucrats will debate it until the cows come home while raking in their inflated salaries and expenses, and enjoying working lunches and dinners.Perhaps, though, this share has run its course for the time being. I may lighten my holding.
Hawk Eye32
26 Sep 2016
Re: Deficit Got out of these at £5.00 went into Galliford Try @ £9 .50 good move at present builders are the place to for income and growth,
veksi
22 Sep 2016
Deficit If those Saudi orders don't arrive this stockMaybe had its top Sept 6th.Sorry to change view but it's all depends on the Saudi order.If no order plus pension payments rise to £600m from 300m this could drop back to the old range.Too iffy for now.
