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I think the price will be up before or on the AGM as it is fairly clear progress is very good, the price doesn't reflect that at the moment

To me it is just share manipulation by brokers or others. With a very low turnover it is easy to push the price down. When these people have finished their games the price should come up

The brokers and other manipulators are holding the price while their chums pick up the shar3s

Get the impression that ,sadly, the Ukraine war has been half forgotten in UK. The reality is that this thing could go on 5 years. And there is a distinct , and unpleasantly dangerous, possibility of escalation. But as far as the shares are concerned, they are a hold, to wait upon events. Given the incompetence of the western leaders,peace is a fantasy.

I feel that the opportunity / risk is tilted upside. The market has not fully taken into account how the Ukraine war could lead to a massive increase in demand for this companies products.

I am hardly a leftie, but I have been quite impressed by the Defence Secretary and by Starmers approach to defence. It is improbable that this government will reduce defence expenditure, not because of the Idiot boy Trump, but because of the very real threat from Russia

When somebody looks like a moron and talks like a moron, he probably is a moron. Musk is a good fit. Just somebody who got lucky with low intelligence and very high unpleasantness.

Stargaze, I understand you use charting ? Is it your only method or you combine other methods. ? Not that there is anything wrong with that. If it works for you ? I might consider, though I would need to educate nyself

The fall in rhe sp at the results was insane since the results were great except for a small fall in gross margin. In my opinion stupidy or manipulation. Anyway , as usual, after a crazy fall, allowing insiders to buy cheaply, the shares slowly sneak up. The shares are grossly undervalued and will recover, it is only a matter of patience

Anyhow Greenland and Canada can put their f16s to good use when trump invades. Not clear the difference putin invading ukraine. That's international law, depends which side you are on

Instead of pathetically defending, they should send the f16s to moscow on a Saturday afternoon and show the russkies it is not all one way. So passive and defensive, of course they are losing.

Also a bit unclear why the sp of most of the UK stock market should collapse just because somebody thinks the government might not be able to pay its debts.

Sure it was a growth budget with the idea the borrowing would be paid by future growth. But there was nothing intrinsically wrong with that. The Americans didn't like it because it did not conform to their policies at the time, so the US hedge funds destroyed it.My view.

Of course the principle evidence I have is that the market then recovered, which suggests the fall was an error, or manufactured. Sure events may have changed, but still it would seem improbable the UK government would go bust, and it didnt

Well, I do know because it was reported , that one of the hedge fund managers went to Downing Street for luncheon with Truss and others BEFORE. I would think if the hedge funds do enough shorting , and the media ie their chums, spin the right story about the UK is doomed, the declines would become self reinforcing. Happy to be told this is rubbish. I am only a learner.

Obviously you know more than me. I don't have any direct evidence, sure. But given the size of some of these hedge funds, and the relatively ( compared to say US ) small size of the UK gilts, why couldn't the hedge funds be doing most of the shorting ?

Yes I can 'buy into' everything you say ref Bae.

I'm a bit less sure about the budget. When you say -' buyers took fright', is it axiomatic that the fall in the gilt market could NOT have been orchestrated ?

I know nothing, but it seems to me hedge funds and the traders themselves create waves. Many times I have seen a price fall to weed out the weak holders, then lo and behold for no obvious reason the price soars and ends up higher than it was in first place.

I'm convinced the collapse during Truss wax organised by hedge funds, as the explanations put forward were absurd.

I have virtually stopped reading commentary by so called experts. It is never shown whether they were right previously.Plus a lot of it is deliberately misleading.

The price reached 1417 and in about 2 months has fallen to 1153, eliminating thr last 12 months gains. Why ?

Excuse my ignorance. Without plowing through all the reports, does anybody know the 'real' defence content ? That is, for weapons etc, excluding security at airports etc.