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JP Morgan today BAe Overweight with up target price of 1700p. Today BAe should have gone up on their trading update but Global Inflation concerns trumped everything, Footsie 100 sank. These markets will recover, BAe shares should push up much higher.

Ah last time America’s oil output shot up very quickly on Oil Fracking. I know as I was trading energy shares that time. Oil rig count were multiplying substantially every week. I would not be surprised if Oil rigs are being sourced right now. Trump just needs to give the green light.

You’re right Defence shares will rise even when markets correct in the New Year. However I would say stay away from energy shares as maybe a glut of oil supply on the cards and that’s what Saudi Arabia were saying before Trumps win. America set to pump lots more oil under Trump’s drill baby drill policy.

According to Philip Hammond, Ex UK Chancellor says that even if Trump can help to stop the Ukraine Russia War. Europe will have to increase defence spending as it can’t rely on America to protect Europe against wars. So Europe will up its defence spending. In America the previous Carter Government had defence spending at around 5% at The Cold War Heights. So by default Global Defence spending is going to rise. The Hammond interview was on Radio 4 yesterday.

Trump’s Win . Europe Defence Spending Going Up. Global Defence Spending Going Up. BAe SHARES Worth Over £20. Strong Buy

See Defence Sector Upgrades, Shares Rising. American Defence companies Showing Good Results Lately.

War is always a last resort. Today’s latest at 3pm reported by CBS News is Iran plans to fire a ballistic missile aiming Isreal. If cool heads don’t prevail, This Middle East Wat is going to be tragic, Middle East will burn. BAE share up 3%, I think nobody wants peace here and Defence shares will surge. Already the defence sector is undervalued and inevitable global defence spending is going to rise even more.

Middle East War !

Goldman’s Sell on BAe to buy cheap shares for clients. I’m not falling for that. Global defence spending on the rise so BAe shares will go higher after sellers exhausted 😩 I can see broker upgrades on improved integration of the Balls acquisition. A initial negative read will turn positive with faster growth.

Today’s BAe shares down . My thinking is profit taking, chart signals. Shares should rise again and especially with contract orders at new highs, more to come.. Good time to buy!

Yes Eurofighter Contract Wins should propel BAE shares much higher. With huge backlog orders booked business. So at least now worth 1500 pence imho.

BAE Systems Shares Very Undervalued!

- The UK defence giant currently trades on the key price-to-earnings (P/E) ratio stock valuation measurement at 22.5. So it is very undervalued on this measure against its peers, the average P/E of which is 45.3.

- The same applies to the key price-to-book (P/B) ratio. The company trades at a P/B of 4, against an average for its competitors of 4.7. Therefore, on both key measures the shares seem like a FTSE 100 bargain.

Seems shares manipulation. With 3% decline on great results. Yes, the Divi payout is lowish but Intrinsic shareholder value is high. That should see Capital share growth catch up with catalysts.

It’s about market sentiment. Shares should go up as results sink in, analyst meeting & investor briefings. This did happen before. Also markets are down today but unexpected news gets rewarded handsomely; BT shares up 8% on results.

Market should push up 🆙 shares today. Superb Results. Broker Revised Upgrades Now.

Watch the Free Cash Flow, strongest in years on results day this week. That’s Pension Cost reductions with £33 millions a definite flagged saving, big price increases across product ranges and relentless focus on lowering operating costs. I reckon International Growth will jump again. New product range sales will be a beat. So I can see Premier Shares going much higher. It’s the Free Cash Flow figure that may attract a Takeover Bid for Premier Foods.

Yes Premier shares will keep on rising. Especially as inflation moderates and maybe interest rates are cut back. Premier has done the hard graft and also pushed through inflation busting pricing. This should reflect on the bottom line profits. International growth will pump again with results next week. Footsie 250 stocks such as Premier should rise even more as global reallocation towards U.K. shares speeds up with US markets recently underperforming. I note that Deutsche has 210p price target for Premier Foods and this may rise again after the results.

Yes RR fundamentally is undervalued as Turbo TuFan RR big turnaround was surprising and backed up by 5 year growth plan. TuFan’s AGM, expecting further profit upgrades and higher RR share price. Otherwise he would not risk his reputation as CEO if he could not deliver. Supply chain issues a concern but RR AGM will say try to minimise and mitigate them. The whole aviation sector suffering parts shortages anyways

I can see 435p test coming for RR. Stock Markets back roaring ahead. RR has fantastic prospects. So why not head up to the share price highs of recent !

Lloyds reaffirmed its full-year guidance with expectations including a NIM of greater than 290 basis points and operating costs of about £9.4 billion.

A CET1 ratio 13.9% – an important metric of bank liquidity – was ahead of the ongoing target of 13%.

Chief executive Charlie Nunn stated: "The group is continuing to deliver in line with expectations in the first quarter of 2024, with solid net income, cost discipline and strong asset quality.

“Our performance provides us with further confidence around our strategic ambitions and 2024 and 2026 guidance."