Member Info for 5percent

I'm tempted to buy more. Surely a giveaway at today's price. Any more views ?

Incredibly, trump said putin was losing because 700,000 casualties. Well, it is a strange way of losing. . Putin has won 20percent of ukraine and destroyed most of the cities. Putin could not care less about russian casualties.

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Price falling because trump and other morons think putin can be told to male peace. Since he is winning ,hardly likely

He thinks he can have 100percent ulraine, and may be right. Sp will increase when trump realises it will be settled on battlefield, not by talking.

Starmer is clearly behind defenxe and the defence review in Jan looks promising. Yes, no worries.

Got the impression one of the contracts was 155mm ammo. Popular in Ukraine, where they found artillery and drones rule battlefield Seems chemring in right business.

It is true that Musk is too stupid, ignorant and arrogant to understand the implications for US security. He could vandalise defence Only problem is that expenditures would be 10x down the road as aggressors take advantage

Also of note that if I am right, the turnover of shares on Friday was about 1000, ie about 000001 of the total, The big players are not interested on the BOA drivel

Boa just a bunch of people sitting in an office with a excel spreadsheet who know nothing about defence contracting and nothing about the urgency of defence spend to meet more and more emerging threats. Maybe BOA should do a few cuts themselves instead of generating ignorant rubbish.

Worth adding that any savings would be on admin, not equipment

Maybe the thought is ukraine peace talks. But Putin wants 100% ukraine and thinks, possibly correctly, he can get it. Only more weapons can stop him, if trump cuts back, Europe will have to increase, which means, .... bae orders.

The new trump poodle is said to be 'thinking' about how to solve it. He is going to be thinking a long time.

It would be virtually impossible to reduce the US defence budget by say 5%. If anything, it is almost impossible to stay within the existing budget with escalating programme costs. If a 5% cut was achieved, that would impact bae revenue say 2.5% , but only after a few years. Given the multitude of other opportunities around the world, and that China and Russia are not going away, a drop of 5% in the sp in one day is absurd

Apology for political digression. I should stick to price earnings ratios.

Peace not likely, since ukraine only speaks to its chums. Strange to hold a peace conference with people who agree with you, whilst refusing to speak to your enemy, which is the only person with whom a deal can be done . Apparently in a few months the result of the conference will be given to russia for consideration. I think if they gave zelensky a rifle and told him to get to the front there would be talks with putin the next day. As it is, he had his backpack ready

I would just hold while ukraine war continues, and sell if negotiations start. Is that too simplistic ? Maybe

I'm totally in and think 10 percent up tomorrow ; you can tell me I'm a idiot tomorrow

Actually a easy call... wars... talk of nuclear...now chemicals...sp somewhat down historically...perfect and obvious

Anyways, I am happy bunny as up 40 percent in about 6 months , not a bad return

Do you mean that my comment regarding chemicals is misleading ? Or do you mean that you agree that the chemicals are pushing the price up ?

Why would investors suddenly realise day before ?

Just because something is illegal is no problem. As my old headmaster used to tell us, it is ok as long as you are not caught...still I am no expert and you may well be right. I just can't help being a cynic about the markets, especially when money involved. Anyway, it is tomorrow that counts... figures crossed.

Suppose the prime minister demand for crash helmets and body armour must be taking off

Day before results , somebody knows something