Member Info for NeverMadeABadInv

I sold everything at £12.07 didn't want it to keep dropping as it has.

I think the company still has potential and a good order book so might consider going back in. But currently decided to invest in a low cost global index fund.

https://ukdefencejournal.org.uk/bab****-and-wzl-1-to-enhance-polish-helicopter-sustainment/

polish helicopter sustainment

JEDhub report suggests defence is still strong.

Ofc people take their profits as always and step on and off a run.

I'm holding longer

I'm not selling yet.

Which frigate contract is this?

With the share buy back scheme continuing for months (I believe until April) and the interim results going to be announced in November the company presents good value and ought to go up more.

With the broker rating increased to £14.50 that suggests positive momentum is due (which we are seeing).

£13.50 next?

Ah thanks, AI answer on Google lied to me!

all time high of 1,301 gbx, reached on february 27, 2014. i think bab**** is getting ready to reach its new all time high - how exciting!

share buy back scheme likely to complete at the end of the financial year so have 6 more months of that, which continue to make shareholder value better.

people are likely to get a bit scared and take a profit but i think they should hold out longer as it seems to be still going up so would be a shame to miss any gains.

19th September i said £12.50 next. It's just gotten to! Only took one week!

£13 next!

https://www.airmedandrescue.com/latest/news/bab****-awarded-eight-year-contract-australian-border-force

8 year contract with australian border force

https://www.cityam.com/rolls-royce-bae-bab****-defence-shares-rally-after-trump-remarks/

uk committing to 5% defence, which is double it's previous commitment. big money!

need for defence still showing as strong.

lots of news about aircraft or drones in denmark, estonia, romania, norway, etc likely from russia but some deniability being given.

bab**** works on these technologies.

It's made it over £12! Next is £12.50

Got to £11.99 at 08:30 today so it might go over £12 today

https://www.bab****international.com/news/bab****-signs-new-250-million-contract-with-australian-border-force-to-keep-nation-safe-and-secure/

today's news australian border force contract

seems like we are edging to over £12 soon as we're seeing the highest share price since 2014

bab****'s highest recorded end-of-day share price was £12.94 gbp on february 28, 2014 so that sounds achievable to break that!

dsei this week + other big news:

typhoon recycling partnership https://ukdefencejournal.org.uk/bab****-and-uplift360-launch-typhoon-recycling-partnership/

palantir partnership with warp speed https://defence-industry.eu/bab****-partners-with-palantir-to-transform-uk-warship-production-with-warp-speed/

poland needing more air defence https://www.proactiveinvestors.co.uk/companies/news/1078287/bae-bab****-and-rolls-powers-gains-in-london-as-poland-calls-for-more-air-defence-1078287.html

memorandum of understanding for uuvs https://www.navalnews.com/event-news/dsei-uk-2025/2025/09/hii-and-bab****-join-forces-to-integrate-uuvs-with-submarine-weapon-handling-and-launch-systems/

ai tool called 'nomad' for battlefield intelligence https://ukdefencejournal.org.uk/bab****-unveils-ai-tool-to-speed-battlefield-intelligence/

rosyth capability for shipbuilding https://ukdefencejournal.org.uk/bab****-highlights-rosyth-capacity-for-more-shipbuilding/

armoured vehicles https://www.patriagroup.com/newsroom/news/2025/patria-and-bab****-agree-on-teaming-in-cavs-6x6-armoured-vehicle-manufacturing-in-the-united-kingdom

immersive training https://www.bab****international.com/news/bab****-unveils-immersive-training-product-for-maritime-domain/

plus more... - just google 'bab**** news' and there are other articles that were released about contracts and future plans during dsei

exciting times ahead

two big news:

1. bab**** selling to poland

2. the parade showing off china weapons and alignment with russian, china, korea. big deal because these are the countries that are considered a threat to the uk. shows that investment in defence in the uk and other western powers isn't going to stop any time soon

https://www.bab****international.com/news/bab****-and-pgz-to-expand-relationship-across-sea-and-air-domains/

https://www.bbc.co.uk/news/live/c5yl1e5gvznt

i didn't sell in july because i think bab**** can get higher than £11.77 which is what it went up to then. i think over £12 is very achievable.

i also think the company should increase its dividend further.

plus the share buyback scheme is good.

bouncy bouncy 🤣 this stock really does go up down up down. bounce up some more beautiful bab**** :)

would say this is a good entry point again, especially if it does rise to the forecasted amounts over the next few years.

recent drops seem to be owing to bab**** always being fairly volatile; people taking profit as share price increasing from lots of good news being factored in; directors rebalancing their shares (but seems to be for tax reasons not any bad news); and often there is a drop just before the ex-dividend date as bigger shareholders want to artificially lower the price and then get in again with a bargain.

it's just profit taking.

https://ukdefencejournal.org.uk/uk-to-spend-4bn-on-drones-and-autonomous-systems/?fbclid=iwzxh0bgnhzw0cmteaar59o_mepecy9o5mxcbfioui5lfhkkxkcukey8ti0zgozd_txvdhzpnkwlz3ya_aem_g9dpjcdtuzvg_leghefmka

this is good news for bab****

Https://www.plymouthherald.co.uk/news/plymouth-news/plan-move-thousands-workers-devonport-10305338

A smart plan from the company to have more offices to increase the number of workers. Will also better Plymouth city centre so if there are people from there may also be a good time to buy property or start a business like food for lunch etc