Member Info for Johnace

Why is this going down so much? Fair enough ex div but it’s down about 8% from ex div

If the stock market crashes then would bae share price also go down? Or would it stay the same or go up given that most of its work has agreed pipeline and UK sand US defence budgets are set already and shouldn’t change?

Hi Mary, I’ve been following all your comments. Very insightful. I was wondering if you would be able to advise me as to what you use in order to get alerts when a share price falls to desired level to save me checking every 5 mins :).

Also of your portfolio what stock are you most confident in for bounce back/ long term short term gain/ good entry price?!

I’m in at 4.80. It shouldnt dip below 4.60 I would think and I’m hoping for 650. China announced 6% increase in defence spend so you would imagine USA will follow suit

Hi,

Just looking to know what everyone’s thoughts are on this stock, short term and long term?

Whats your price predictions?

Pros:
Nothing but good news comes out of company
Pays good dividend
Forecast for growth

Main concerns are around:
25% corp tax increase
America and uk may reduce defence spend
Will america bring in any taxes in their budget which will affect BAE going forward
General market bubble
Gbp to exchange rate could go higher.

Whats you guys thoughts. Specifically on the risks above? What price are you aiming for to sell? Whats your hold timeframe? What do you see the share price doing short term?

I called it in my post yesterday with the £4.80 drop. It’s due to still a lot of uncertainty

Div will pay 14p a share in June 2021 so it’s up to decide weather to hold

Cons - larger increased heavy debt.
Pound strengthing against dollar were majority of business is
Rumblings of UK defence budget decrease. As well as inenevitable decrease in US budget after this years contract is finished
2021 forecast from BAE is based on exchange rate of $1.35 when it is actually $1.42 today and expected to rise which would essentially wipe out any profit growth forecast for next year
Seen as a ‘Sin’ stock

What is you guys thoughts on this after results. Results okay but some cons

Cons - larger increased heavy debt.
Pound strengthing against dollar were majority of business is
Rumblings of UK defence budget decrease. As well as inenevitable decrease in US budget after this years contract is finished
2021 forecast from BAE is based on exchange rate of $1.35 when it is actually $1.42 today and expected to rise which would essentially wipe out any profit growth forecast for next year

Whats you thoughts short and long term. I think it will dip slightly maybe about 3% to £4.80 in the next week and then it’s anybody’s guess for the long term based on defence budgets and forex

Sales will be up but earnings will be down so it depends on how the market perceives this if we are to see an increase/ decrease in SP tomorrow

Good timing. I waited too long for the dip to level and missed the boat at this price!

Not yet. I was waiting to see if there was a dip but I guess I played a dangerous game too close to results time. Doubt there will be any scope to get in prior to results now. And I am looking to get in about £4.50 so unless the share price increase is more to do with expectation then it won’t fall til that level short term as you say. Yesterday was my day to get in. As you say 4.58 was a fine entry point but I waited for the dip to level off (it never did it just shot straight up). Any other time the dip would settle for a while but it never did due to lockdown announcements and expectations of results. Just unlucky with timing...

Hahaa I know! The reason for so many questions is that the market is so volitile. I recently sold Unilever as even this normally stable stock didn’t feel stable and I got out at the right time I believe. Looking to put the funds in to Bae, guess I’m just looking for the optimum time (which looked like yesterday or Monday) to do so! Thanks!

What you guys thinking for the results tomorrow? Better or worse than expected? Are you expecting an instant fall or rise in share price?

Honestly when is the best time to top up if i am going to? Straight away when results are announced or wait for the dip? When does the dip come? Like a week later?

Uncrossing trade £53mil sale. Does this mean anything significant?

What news this week? I’ve heard nothing of a takeover?

Your right. Share price is going down even though ex div on Thursday. Imagine the drop on Thursday!

Prob just the purchase of employee share scheme shares actually

Large £32mil (800k shares) buy at 3pm on the trades. Is that size of trade normal? How do you find out who bought? Ie fund?

Does lockdown help or hinder Unilever? Isnt consumer goods more in demand in supermarkets at this time? I guess my view is there is something the market doesnt like as it dropped 10% since Q4 update. Presumably there is a lot of investors waiting for the div to be paid to leave next week. I would have hoped for a 5% bounce pre ex div to mitigate the drop that’s coming ex date.

You don’t agree that this will continue to drop?

This is dropping and will continue to drop from now until div date and then will fall sharply again after div date too