Gordon Stein, CFO of CleanTech Lithium, explains why CTL acquired the 23 Laguna Verde licenses. Watch the video here.
London South East prides itself on its community spirit, and in order to keep the chat section problem free, we ask all members to follow these simple rules. In these rules, we refer to ourselves as "we", "us", "our". The user of the website is referred to as "you" and "your".
By posting on our share chat boards you are agreeing to the following:
The IP address of all posts is recorded to aid in enforcing these conditions. As a user you agree to any information you have entered being stored in a database. You agree that we have the right to remove, edit, move or close any topic or board at any time should we see fit. You agree that we have the right to remove any post without notice. You agree that we have the right to suspend your account without notice.
Please note some users may not behave properly and may post content that is misleading, untrue or offensive.
It is not possible for us to fully monitor all content all of the time but where we have actually received notice of any content that is potentially misleading, untrue, offensive, unlawful, infringes third party rights or is potentially in breach of these terms and conditions, then we will review such content, decide whether to remove it from this website and act accordingly.
Premium Members are members that have a premium subscription with London South East. You can subscribe here.
London South East does not endorse such members, and posts should not be construed as advice and represent the opinions of the authors, not those of London South East Ltd, or its affiliates.
Weak pound is GOOD for UK exporters as most international goods are priced in dollars
Unsure due to FTSE hitting 8000, and the issues in Gaza and Ukraine etc all settling down on the news, whether investors would have appetite to buy BA over oilies or riskier assets.
The weaker pound will be hitting BAE I’m thinking …
Good with squirrels tho
More likely that Labour will not commit to the 2.5% GDP spending when in office.
Ask a simple question, get a reply from a simpleton !
Down down down dubby down down down shazam
Clicks fingers in an annoying way
And pretends it's jazz
That was on the 18th. its 57p now !
Possibly gone exdiv
What's the 54p drop about , cant find any news / statements
Government published this detailing the extensive aid and military investment of the UK.
"Building on the historic UK-Ukraine Security Agreement, marking the start of a 100-year alliance, we are committing
to provide at least the current level of support to Ukraine until the end of the decade or for as long as required."
https://assets.publishing.service.gov.uk/media/6628c835b0ace32985a7e51c/2024-04-23_Defending_Britain_-_FINAL.pdf
Err can someone tell me how they are still doing a share buyback
200421790 at last total there still buying at 13.785 that's 2.762 billion a bit above the 1.5 they are meant to max out even with the large 1 billion trade
Now max shares 305567916 at 1.5 billion is 4.9 per share or when this started
Err what the heck
Clued - the contributor "Needlesthecat" has made few comments. I have not bothered to investigate further. Drivers for markets include news, sentiment and momentum. Right now, all major markets are, at or have, in the last few days, been at all time highs; that indicates sentiment (to me) which, as the UK has today confirmed an increase in defence spending to 2.5% Gross National Product so this is news (as far as I am concerned. The final piece in the "noise" of the market to consider is momentum and that is based on the longest possible chart for the share price performance.
There is no doubt in my mind that although there will be days when the share price falls, the trend will remain northbound. As "Needlesthecat" provided no flesh or argument to support contention, I ignored the comment. FWIW, despite my optimism in whatever holding I have interest, I tend nowadays to pay greater heed to bearish comment and filter out those that are the most aggressive in their applaud for a company.
Needlesthecat, "Going down I am afraid"
??? Going down as a high riser ???
This will be 1400p soon !!
Https://www.cnbc.com/2024/04/19/bae-systems-linked-to-deals-in-countries-accused-of-human-rights-abuses-report.html
Don't believe that this will have adverse effect on the share price.
First question investors need to ask, is whether the company is a good investment and follow it with "are there better ones" and finally, what financial exposure should I risk?
For myself, I do not like to have more than 2% portfolio capital invested an any single holding including cash, and, for the most part I have been able to do this.
Going down I am afraid
What will happen to BAE today…..up or down?
Until there’s another u turn ……. The global strife is more of an influence than anything our politicians say, until there’s ink on the paper.
Quote from GS note on 9th April.....
"While our Portfolio Strategy team are relatively constructive on the European Defence outlook, they are not recommending EU Defense given the challenging valuation premium and recent outperformance," the note said.
Somewhat of a contradicition to their note of yesterday but there was the Iran / Israel missile launch last Friday.
Alas_smith,
Couldnt agree more guns, smokes and oil have been great for me.
As geopolitical tensions rise GS " increasingly favour stocks exposed to long-term secular growth themes with superior visibility on growth."
Names Thales with PT of €170, RR, Airbus as buys. Also names Rheinmetall with 12 month PT of €606.
No mention of BAE though....
Kicking off in the Middle East this evening.
Seems that my holding in bombs, f@gs and chemicals continue to outperform the touchy feely woke inspired equities that have struggled for years
... as European defence spend continues upwards - analysts.
BAE was given a share price target upgrade by Deutsche Bank analysts on Friday as European defence spending looks to keep growing.
“BAE has more exposure to the Nordic, Baltic and Eastern European states, which are the fastest growing defence markets in Europe,” the bank said in a note.
Given the ongoing war in Ukraine, Deutsche highlighted plans from the likes of Poland, Norway, Denmark, Finland and Sweden to boost defence spending.
“BAE could benefit in two ways, either via direct sales to these countries, or via foreign military sales via the US,” analysts added.
Indeed, Deutsche highlighted a series of high-profile contracts from the US so far this year, including for armoured multi-purpose vehicles, alongside M109A6 and A7 Howitzers.
Demand for military jets, such as the Eurofighter, could also be revived, according to the bank, as orders come through from Middle Eastern nations.
Deutsche lifted BAE’s share price target from 1,290p to 1,440p as a result, anticipating a 12% climb on Thursday’s close.
https://www.proactiveinvestors.co.uk/companies/news/1045188/bae-to-keep-benefiting-as-european-defence-spend-continues-upwards-analysts-1045188.html
Smarmer is backing defence spending...2.5% GDP...all the way. Can only be good for Bae. GLA
Yes, GS upped their TP for BAE today whilst at the same time obviously trying to knock the sector and looks like Market Manipulation to me. GS also upped the Rheinmetall TP whilst knocking it back by c 15% initially. I've emailed the paper tiger FCA about it and am patiently holding my breath awaiting a reply !! The FCA need to find some guts and tackle these US banks, JP Morgan are also constantly playing market games.
Nothing wrong in banking a profit. It is also very healthy for a pullback form time to time. After all, the defence sector has had a very decent 3 year run and, whether we like it or not, defence spending is not showing any sign of drying up.
Insofar as to whether the old adage of "sell in May...." holds any sway nowadays. Well, I'm afraid that that went out at the point of "Big Bang", the expansion of markets worldwide as well as the number of people taking an interest in their money.
Markets have had a good run in the first quarter of 2024 that built on that from October 2023.