Member Info for 5percent

I am no expert. But is p/e everything ? I got the impression that discounted future profit stream r cash DCF might be more relevant than current earnings, ie future growth has a bearing. True, this is not easy to calculate and does not seem to be publicly used /available ?

Having read the guff on Google, I think I now understand the £1 million+ trade at 16 35 was not a single seller - it was probably a number of buyers and sellers matched at an auction price. Anyway it is still a lot of serious trading.Some people want to get out, even if others want in. I guess these people are not retail, it is more limit orders as far as my limited understanding goes.

Looking at the trades somebody sold 1 million pounds value of shares at 317p , at 16 35, it says 'uncrossed trade' . Anybody know please what a 'uncrossed trade ' is ?

Well evidently somebody serious wants to dump the shares bigtime. Wonder why ?

Would definetly buy, but am fully committed to france, south Korea and Mexico which I bought at recent bottoms. Incase anybody interested.

I always remember the fall in ftse250 after truss budget.The hedge fund manager attended a party with Truss before budget !

Is the order fall a blip or does it infer long term decline ?

All defence down , but sure chem something more to push it down 10%. To me, seems absurd to fall that far, I agree with somebody here top up a good idea9

Many thanks for all the interesting commentary ref fall. Maybe the fall is justified by something in the report. But I am keeping my BA,QQ and Chem as every sign indicates Ukraine set to continue for 2025 at least. I know it is crazy, but fall nothing to do with assassination of them warfare guy in moscow ?? That would be crazy, but I suppose some people might interpret it that way

I just think the destruction of Russian troops in ukraine ( not russia itself ) would save lives and bring peace. The alternative is to allow Putin to conquer Ukraine and then start a even bigger war by attacking the rest of Europe.

I apologise, I realise many will disagree. I should not be posting this stuff on a discussion about bae shares !

Pitiful to see trump giving up on the long range missiles. He thinks he is a friend of putin. He doesn't understand it is about nations, not personalities. I hope he is not taken for a ride by putin, but it is already happening. Talking about peace is totally counterproductive and only ensures the war continues. The real way of ending the war is to show who had the greater resources and smash the Russian trash to pieces.

Sorry, not a lot to do with bae shares !

The Ukraine war has suddenly revealed that in practice, nuclear weapons are not really usable. Eg do the Russians really want to use hazmat suits to advance through a cloud of radiation. This means all countries suddenly have to build up their conventional. That is great for BA. Although of course a bit sad for the world. The danger is tit for tat increases which end up causing the war they were trying to prevent. Eg WW1, where the Germans started it because they felt threatened by everybody else

I know it's not really about BA, but does anybody share concern about the next 4 years ? Is it really wise to invest in Google, Meta etc when Trump might disrupt trade, there might be bigger wars.

I have no way whatsoever of valuing say Meta or Google, can I invest in it just because wall street thinks next year growth will be great ??

Any views, especially contrary ones, gratefully received.

Some relevance to BA - to me it is the ultimate defensive.

The sp dropped . Perhaps expecting more than 33 ?

I read on Wikipedia BA is the end result of consolidation after WW2. They did ok then. Avro Lancaster, Handley Page Halifax, the works.

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Yes as Warren said, the stockmarket is a device to transfer money from the impatient to the patient

Aliv - they stopped napoleon and hitler but the guys on the boats are too smart

If there is a peace deal, which there won't, the sp is still good value

If the war continues, the sp is fantastic value

Pathetic to watch them running around each other's capitals discussing plans that putin isn't interested in. Somebody ought to tell them he doesnt want 20% ukraine, he wants 100%, then the rest of Europe.

Meant to explain that budget passed by large majority incl most republicans. So ok republicans take control of senate Jan, but there should still be a majority to pass it

Think the requested defence budget was passed by House Reps yesterday. Has to go to Senate Jan but should pass. I'm not expert on US constitution but suspect that is it. Unless Trump wants to block it ? I don't know. Anyway it allays fears for Bae US ops

Eg current opportunities france and korea. Buy, wait until peace and contentment return, maybe 1 month, maybe one year, then sell. Current shares level in these countries bare no relation to true value, unless one believes total collapse. To me it is just transitory political piffle

One theory I have about sp falling and I have seen it in usa shares ref sap500, if the ftse100 falls, I think people start selling the entire thing , so good shares are sold with bad shares. After a day or so somebody realises the good shares are undervalued.

Spondy - my nerves can't stand long term , I am only opportunistic. Bae a bargain but if I seriously thought putin trump going to do a deal I would sell. It so happens I think no deal, putin not going away so bae fantastic investment

Doubled my holding at 1187.

I finally did it because I noticed qinetiq finally rising again this morning, which is promising.