gamesinvestor
29 Jul 2015
BAE Systems at risk of missing target [link] Systems is at risk of missing its target of modest earnings growth this year as the world’s third biggest defence contractor struggles to clinch orders for fighter jets and warships.Games
mcescher
29 Jul 2015
Analysis report on BAE Systems From a pure fundamentals perspective looking interesting... bit of value.. growth.. 4% dividend to book! [link]
Lupo di mare
26 Jul 2015
Re: All is not roses Nothing new in that: check-out the AGM statement.Can't say that I really want to be out of BA. with the uncertainty caused by an expansive Russia, and China - militarily speaking.I rather feel that Russia is coming to crunch point: its economy continues to suffer, along with its people, and the falling oil price isn't helping. Take a look at its currency: its falling steadily, and the stockmarkets could be about to turn down again. How's Putin going to react? Traditionally, such leaders have created diversions by creating conflicts. Well he's already done that, but the job's only half done. He's been quiet lately, other than a small land grab in Ossetia/Georgia, and stationing bombers in Crimea.Watch this space.
gamesinvestor
25 Jul 2015
All is not roses [link]
gamesinvestor
20 Jul 2015
Anyone want a job? BAE Systems will have to limit its search for a new chief executive to a British national after the government indicated it was against relaxing its ban on a foreigner running the UK’s premier defence company. The defence giant which builds Eurofighter Typhoons and Astute submarines and, for the United States, armoured vehicles and parts of the F-35 fighter, is “scanning the horizon” to find a successor to Ian King, its chief executive since 2008, who, at 59, is approaching retirement age. - The Times - See more at: [link]
nk1999
04 Jul 2015
UBS From ADVFN:"UBS upgraded BAE Systems to 'buy' from 'neutral' but cut the price target to 510p from 540p.It said the recent weakness in the BAE share price was caused by uncertainty around the future of the Williamstown shipyard and the Eurofighter Typhoon programme, as well as the pending Strategic Defence and Security Review (SDSR)."
shadoo
24 Jun 2015
Re: Big projects fuel UK defence �illu... The share price is up more than 1.25 % today so that says it all.
lagolis
24 Jun 2015
Re: Big projects fuel UK defence �illusion� I didn't think that Govt will take much notice of this. So I topped up this morning. Loks like it was a good decision.Lagolis
gamesinvestor
24 Jun 2015
Big projects fuel UK defence ‘illusionÂ’ [link] study by Civitas recommended the Ministry of Defence to abandon relationships with “prime contractor” defence companies such as BAE, which it says are “no longer fit for purpose” and result in “massively unnecessary costs” by pushing the government into commissioning expensive and unnecessary long-term projects.>>>> Not a great message for BAE shareholders Games
casey5521
28 May 2015
Re: SP drop Agreed GamesGSK and UNLV are a good bet, I have bothTW, CRST MSLH Hansteen are all steadily climbing too(A few long shots, which might go northwards JLP CZA IGASJust for some roller coaster action)GLAKC
gamesinvestor
28 May 2015
Re: SP drop "Where do I put the funds I sold?"Cash won't hurt but it's always annoying not to earn an income on idle dosh!eBay is a good option right now or Unilever on dips if you haven't already got it. GSK is a reasonable bet given it's recent underperformance. Then there is ITV although it's had a stellar run of late.Games
casey5521
27 May 2015
Re: SP drop ShovelI think he means BootsI assume they will need lots of bandages and pharmaceutical bitsThen BAe can sell them Brimstone / Hellfire missiles to protect the shopLogical when you think about itKC (back in profit at last)
shovelier
27 May 2015
Re: SP drop I don't think BAE make boots!
Captain Hornblower
26 May 2015
Re: SP drop As little or no headway is being made against IS in either Syria, Iraq, Yemen and just about everywhere in the Middle East and Russia growling in Putin's hands; I sense, despite the cuts globally in defence spending due to the recession, BAE are a pretty safe bet. Recent talk is to put boots on the ground too.I'm up over 30% and holding steady; but agree, the figures don't adequately support the current sp. Which suggests I'm not alone in thinking defence spending is probably going to go up in the years ahead, not down..
casey5521
26 May 2015
Re: SP drop Morning allGames, yes - agreed the numbers look grimI hope I am a pragmatic investor, I cannot feel sentimental about BAe having working for them 3 times. However I do feel some loyalty to themBAe has been a good stock for many years (have held them since 2003) I'm still in profitWhere do I put the funds I sold? Loads of stocks are looking good right nowGLAKC
