Member Info for Notmyjob

Another blue day. However, the real rewards will be realised in 2021.
Now’s the time to be accumulating.

Is currently on a par when the markets melted down in March.
Madness.
30% margin and reinvesting profits for future growth.
This is an excellent opportunity to buy into a FTSE100 technology company.

Given today’s FTSE350 carnage I’m amazed we finished blue!

What a miserable and challenging time all round.
But at least Tesco will be flat out selling the Christmas produce for the eat and drink part and hopefully the January update will offer us share holders belated merriment.

Great contract given that the Virginia class sub will still be operational for another fifty years. Plenty of repeat work to come.

Doubled my holding this afternoon, encouraged by the recruitment drive, the continued regular outflow of new contracts and the sub 500p price.

No point in waiting till the share price has shot past £3 next year.
Zero debt, fantastic cash generation and a great 30% margin.

A comforting read and worth remembering if there is any silly share price action next week.

Does anybody know what percentage of BAE’s revenue is directly linked to Europe?
From my understanding most of our business comes from outside the EU block so I’m hopeful any no deal Brexit won’t have a major impact.

Looking at the historic share price then anything sub 900p looks a good price to me.
Green energy, nuclear power, combustion of fossil fuels or energy generated by a hamster wheel all need transmission. Diversification into the USA makes NG less vulnerable to the whims of UK regulators.

A special dividend wouldn’t go amiss. It’s not as if the company is short of capital.

Decided to add SGE to the portfolio. An oversold FTSE 100 technology share that is diverting funds to further grow and strengthen its products and recurring revenue. Little debt and share price has hardly any downside from its current position.

Thanks for posting articles on new business won. Great reading and shows just what a world leading defence contractor BAE is.

Thank you S34icknote. Makes sense.

What’s meant by “The Period end cash balance included the benefit of some favourable timing differences within working capital (estimated to be approximately £4.0m), which are expected to unwind during H2 FY21.”

Yes, there are a number of uncertainties ahead of us.
If there weren’t, then the share price would be a lot higher. Success isn’t guaranteed but if it happens, the share price will rocket.
Every bb has its bore.

With a mcap of c£9M, cash balance of £5.6M and an ever increasing profit stream, currently £1.5M per annum, I believe this is a gem of a company.
The 150k “sell” this morning is actually my second buy into OCT.

ORPH have the world’s only commercial property licensed to carry out Challenge Studies. This is a highly regulated field (understandably) and offers a Warren Buffet type moat.

DB doesn’t need to take an astronomical salary because he seems to get lucky on the placings.

The challenge studies would spark an uplift in the share price and more importantly raise the company’s profile and boost revenues. However, when do we anticipate the first ones to be announced?