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BAE anyone??
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eain
Posted: 17 February 2025 14:00:14(UTC)
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With all that is going on, would this be a good bet??



https://www.hl.co.uk/sha...ystems-plc-ordinary-2.5p
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ANDREW FOSTER on 17/02/2025(UTC)
Johan De Silva
Posted: 17 February 2025 15:10:26(UTC)
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QinetiQ Group plc (QQ) also jumped with military spending on the tise and has a lower P/E

https://news.sky.com/sto...-cuts-this-year-13311210
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Newbie on 17/02/2025(UTC)
ANDREW FOSTER
Posted: 17 February 2025 15:24:44(UTC)
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eain;334793 wrote:
With all that is going on, would this be a good bet??


https://www.hl.co.uk/sha...ystems-plc-ordinary-2.5p


Probably.

A month ago Id have said maybe not as a peace deal would mean spending would carry on as normal.

But now, irrespective of a peace deal it loks like European spending is going to go up and will likely be focussed on European suppliers.

So BAE, QinetiQ, Thales, Rolls Royce, Airbus etc. all set to benefit.

But don't forget peripheral supply chain companies like miners, chemical suppliers, electronics component distributers etc.


This of course, assumes that the Europeans don't throw their hands up in despair and try to blindside the problems. Or just try to hold on for the next president.

Also, possibly US defence spending may fall. SO that may affect many of those companies to an extent.
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3 users thanked ANDREW FOSTER for this post.
Newbie on 17/02/2025(UTC), Jay P on 17/02/2025(UTC), North Star on 17/02/2025(UTC)
Newbie
Posted: 17 February 2025 15:49:00(UTC)
#3

Joined: 31/01/2012(UTC)
Posts: 3,816
Johan De Silva;334796 wrote:
QinetiQ Group plc (QQ) also jumped with military spending on the tise and has a lower P/E

https://news.sky.com/sto...-cuts-this-year-13311210

Now I wish I had more in there.
I am in no mans land with this.
Not enough of shares and gain to jump out.
Not enough of jump and volume to load up gung ho style.
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Johan De Silva
Posted: 17 February 2025 16:48:57(UTC)
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Newbie;334802 wrote:
Johan De Silva;334796 wrote:
QinetiQ Group plc (QQ) also jumped with military spending on the tise and has a lower P/E

https://news.sky.com/sto...-cuts-this-year-13311210

Now I wish I had more in there.
I am in no mans land with this.
Not enough of shares and gain to jump out.
Not enough of jump and volume to load up gung ho style.


Same. Did not buy buy more on the recent fall. It's a super interesting business, but one I can't get close enough to see if they have ambitions to accelerate fast instead of steady eddy growth.
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s patel
Posted: 18 February 2025 10:27:42(UTC)
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Joined: 06/04/2017(UTC)
Posts: 406

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Further down the market cap, and on AIM, I have had a large chunk in Cohort for a while now.

Strong order book and revenue growth.

Apparently, Shore Capital considers it is "visibly becoming a strategic supplier with clients, justifying a premium valuation", and there is an expectation of "strong news flow continuing for shareholders".
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2 users thanked s patel for this post.
ANDREW FOSTER on 18/02/2025(UTC), John Bran on 18/02/2025(UTC)
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