Member Info for LoungeLizard1

Dividend could quite easily be resumed if news is good – recent performance of company has been/is remarkable regardless of the circumstances (output has been highest since outbreak of the war). If SP goes lower it goes lower. But this is the steal of the century, quite simply.

Still going strong. I am picking up as much as possible.

https://inventure.com.ua/en/news/ukraine/ferrexpo-invested-dollar80-million-in-the-ferrexpo-poltava-mining-fpm-production-line

Hold, unless you need the money. Otherwise, wait and watch – this will double within 4 years.

Current SP is the steal of the century. If it goes lower (it probably will) – I will buy even more. While this stock feels like treading through a minefield, the possible rewards in the future are absolutely, positively enormous. Dividends alone could provide a salary. The war needs to end soon. This November will be very interesting with the US elections. Anything can happen...

Nice find Alex.

£13 now reached. Barclays & Bernstein sees £14.50 on the horizon, Berenberg £13.60. Personally, I think £15 is closer. I reckon this will get an adrenaline shot around November when the US elections take place. £20 next Christmas 2025 will be on the horizon I think.

Sandyman, really? If FXPO comes under Russian control consider it a lost cause. Why you would be against sending arms to the Ukrainians? Literally protecting an investment. Unless you are trolling, an edgelord, or a idiot, this really shouldn't need spelling out.

MC, just give it time. The Americans can afford to be apprehensive – Poland cannot. Hence why they spend 4% of GDP on military and now are gearing up. It's not farfetched or controversial, but absolutely necessary. You can't rely on the Americans for anything. During a recent debate on the 25th anniversary of Poland’s accession to NATO, Foreign Minister Radosław Sikorski stated that a full NATO presence in Ukraine is "not unthinkable."

have not been very understanding of the situation – too slow and apprehensive.

Via Reuters, FXPO have announced they need more time to publish the full year results. Tomorrow, will see a drop probably …

Ukraine may lose, but in any case, Russia will lose. No chance of Poland letting Ukraine became a Putinist vassal state. If Ukraine falls, so does Russia. Polish military alone could smash Russia.

If it goes down further tomorrow, I will buying more. Great company. Beats the lottery, penny stocks, etc.

Stating the obvious there… Guardian shouldn’t be publishing anything like this - not a fan of the Saudis by a long shot but it does us no favours. Bad enough the Palestinian brigade is protesting at BAE sites - should be banned outright and sympathisers jailed. French and Yanks know how to deal with this kind of scum.

Https://www.theguardian.com/world/2024/mar/08/mod-paid-millions-into-saudi-account-amid-bae-corruption-scandal

No sh*t. What good is this to anyone?

November 5th this year will be pivotal – either way the share price will rocket. Whether Trump wins or not, the SP should skirt around the £15 mark at the very least. I don't see why not – BAE has an immaculate balance sheet, huge, steady backlog of orders... every precursor for success is evident. Personally, this is a LTH, a SP of £20 is not far off in my opinion.

Onwards and upwards RF!

Defence is the only industry almost guaranteed to garner decent returns nowadays. BAE could easily hit £15 by the EOY, Rolls-Royce will probably get to £5, Rheinmetall undoubtedly will smash through Є500 (at the minimum). Airbus, Leonardo and Thales are also expected to see significant growth. Everyone is gearing up, and big time.

Nothing but a Simply Wall St Article via Yahoo and another by BNN this morning regarding ownership. They need to release a RNS soon. My Stock Events says this Thursday for a earnings report. Hopefully this happens.

RF, Thursday reckon Leonardo should be getting uplifts from brokers. Got my eye on Thyssen Krupp too atm, think it could be a steal, just hope things calm down with the SP

I've seen Hensoldt keep getting talked about for a imminent uplift by brokers and such on websites etc, but I don't know much about them to be honest. Are you in with them RF?

Leonardo is a bit of a dark horse, been doing very well. Doubled since June 2023. You been following Kawasaki Heavy Industries by any chance? Seems criminally undervalued (like Leonardo and BAE) – with Japan spending record amounts on defence in regards to China getting rambunctious, I could see it rising.