veksi
02 Sep 2016
550p Looking good here. New highs getting hit now.
LK Hyman
29 Aug 2016
Re: New order! Veksi,"Sounds like a credible rumour"It could be. Equally the negative publicity surrounding the UK's (and the USA's) supplies of armaments to the Saudis for their war against Yemen, and its large numbers of civilian casualties, might mean that the BAE order gets pushed back further.LKH on the flybridge
veksi
29 Aug 2016
Re: New order! Financial times also mentioned that "order from Saudis expected very soon".Sounds like a credible rumour, if nothing else, it is what we would expect to happen, but it has taken a long time to execute. This along with the Trident issue is why Berenberg upgraded Bae to buy with a target of 580p.I will stick with my year end target of 720p which still would give a 3% yield so totally possible.It's about time Bae broke into new highs.
OwDo
29 Aug 2016
New order! Saturdays Telegraph business headline: Coming in to land, £4bn Saudi order for BAE Typhoon jets.Then in the article Alan Tovey.BAE Systems will soon land a long awaited order for Typhoon jet fighters, according to a briefing by Berenberg.Does anybody have any information on this?
veksi
26 Aug 2016
Re: Woodford Woodford sold a share that is close to breaking the stiff resistance at 540s. Did he buy Tesco instead? Smart maybe not so clever.
Lupo di mare
12 Aug 2016
Woodford Neil Woodford staggered out of the pub, and into his office, and said sell BA. Everything's rosy in the world and low interest rates are here to stay, or so the barman told me."Investor Neil Woodford's Equity Income Fund sold its 160 million pound stake in BAE Systems (BAES.L) in July, it said on Friday, citing pension and dividend concerns."(BAE Systems) has a substantial pension deficit which is something of a concern in this environment of ultra-low interest rates," the firm said in a monthly fund update."With only modest growth in the dividend expected over the next few years, it is no longer as appealing as other businesses."BAE Systems said in July that its share of the company's net pension deficit increased by 1.6 billion pounds in the first half of 2016 to stand at 6.1 billion.Britain's combined defined benefit, or final salary, pension deficit has hit 1 trillion pounds, consultants Hymans Robertson said on Friday.($1 = 0.7708 pounds)(Reporting by Carolyn Cohn; editing by Simon Jessop)
JR710
31 Jul 2016
The Petition is gaining support The petition is going quite well; ~6350+ signatures so far. ONLY 1 week to go !!![link] you hate seeing buys reported as sells etc!!!!!!Has already been sent to Martin Lewis, Daily Mail, Moneyweek & Watchdog.New chancellor, shaddow chancellor, most MP's & the Stock Exchange aim committee.If you follow tweeters etc, send it to them please!If this petition doesn't reach 10,000; then imo we might as well have not bothered as it will almost certainly be filed B1N; @ 10,000 the government should respond.as well asSo , If you haven't yet signed or indeed have but haven't passed it on to others, then now's the time to do so.
nk1999
24 Jul 2016
Telegraph- Questor "The Questor Column (19/07):Hope for peace but prepare for war by buying BAE: BAE Systems is a play on whether you think the world is becoming safer or more dangerous. Being a gloomy soul, Questor believes it’s the latter and is a pretty solid supporter of BAE, the world’s third-biggest arms company. ‘s parliamentary vote on replacing the Royal Navy’s nuclear missile submarines highlights this. Any sensible person prays we’ll never have to use the weapons aboard these vessels, but you wouldn’t want to be without the deterrent they provide. BAE is the only company in Britain capable of building the “Successor” submarines, in a 20-year project priced at £31 billion. National security means the work has to be done in the U.K. and with political parties supporting Successor at the election, to put it simply, this is a massive project which BAE is going to get. However, that doesn’t mean there aren’t risks. BAE led work on the Astute-class attack submarines, a project which saw the first of these vessels arrive four years late and billions over budget, with further problems over the quality of the work. Trading on a price-earnings ratio of 13.8, BAE is good value compared with rivals and the forecast 4% dividend yield is respectable, too. Questor – while hoping for peace – upgrades to Buy. BAE Systems at 534p-3p. Questor says “Buy”."
veksi
30 Jun 2016
Upwards I recon we have now permanently left below £5.Bae should be trading soon a new range and new highs.Perhaps £7.20 year end target.
II Editor
17 Jun 2016
NEW ARTICLE: Can Tesco really get off the discount shelf? "The markets are currently pretty rubbish and we're receiving our fair share of "should I buy 'xyz' now?" emails. To be completely honest, we're as nervous as heck for several reasons.Firstly, the FTSE is still looking perfectly capable of ..."[link]
II Editor
16 Jun 2016
NEW ARTICLE: Trends and Targets for 16/06/2016 "BAE Systems (LSE:BA.) and TESCO (LSE:TSCO) The markets currently are pretty rubbish and we're receiving our fair share of "Should I buy xyz now?" emails. To be completely honest, we're as nervous as heck for several reasons. Firstly, the FTSE ..."[link]
mutandis13
12 Jun 2016
APKWS Originally designed for helicopter platforms, the Advanced Precision Kill Weapon System (APKWS) is finding real traction across other platforms with its ease of use and 93% hit rate:[link]
JR710
13 May 2016
The Petition is gaining support Apologies for board hopping but-The petition is going quite well; ~4600 signatures so far. Although it really needs a turbo boost.[link] petition was stalled in parliament since 12th Aug 15; finally green lit on 12th feb 2016.The FCA don't even reply on the matter, now is your chance to have your say.If you hate seeing buys reported as sells etc!!!!!!Has already been sent to Martin Lewis, Daily Mail, Moneyweek & Watchdog.My local MP supported this petition by writing to the petitions committee to help un-stall it.There’s 650 MP’s in Westminster, So have you written to your MP? 649 to go!If this petition doesn’t reach 10,000; then imo we might as well have not bothered as it will almost certainly be filed B1N; @ 10,000 the government should respond. We are currently getting approx. 100 new signatures a week, but need 3x that amount to reach the target with only 15 weeks to go.At 5000 I will send this to the PM & the chancellor as well as my MP again.So – If you haven’t yet signed or indeed have but haven’t passed it on to others, then now’s the time to do so. If each person who has signed can get just one other person to sign then we will double the total immediately. I have posted to all aim listed gas n oilies, currently doing the footsy 100. But I can only do so much to push this. Really need you guys & gals to help. Thanks to all who have signed so far.We really need a social / media savvy individual to help generate more interest in this.
mutandis13
15 Apr 2016
Contract award BAE has been awarded a £15.5m contract by the U.S. DoD for the Archerfish mine neutralisers, this could eventually be worth £39m and deliveries start in September 2017.[link]
mutandis13
10 Apr 2016
B21 bomber The new US long-range strike bomber (B21) will likely use the BAE's advanced electronic-warfare system:[link]
