Member Info for SS17

Source ; investing.com

It’s still too cheap at this price given bae strategic position within the defence industry! It’s a buy and hold for me

Dyor

BAE Systems has been developing seeker technology for more than four decades and employs a workforce with expertise in design and production of the complex THAAD seekers.

The milestone delivery highlights the ongoing production of components for missile defense systems amid global security concerns. With annual revenue of over $75 billion, BAE Systems continues to strengthen its market position

It’s worth above £7.50 at minimum!! To cheap compared to peers!

Dyor

To maintain peace defence spending will be needed in EU, and BaE will play key role , today Spain decided to switch from F35 to European supplier.

Bae is a strong buy

Dyor

One of the best undervalued FTSe stock , If Rr is now £10, Melrose should be same as historically Melrose price was always higher than Rr

Dyor

Allow it some time. Let it start giving dividends, it’s solid business model , I have just topped up as for me below £5 is bargain ! I’m holder of Iag too , have seen ups and down , now it’s over £3.50 from £1!

Dyor

I can’t anything much negative, let day traders out , we will see SP going up gradually,!! Dyor

Overall, it expects "good profit growth" for the full year, after reporting a 21% increase in pre-tax profit to £286 million for its third quarter.

The division continues to show strong momentum heading into the winter season, with 50% of the first quarter of next year already sold, the company noted, raising the need for a new medium-term target, which will be set towards the end of this year.

Looks good , expect rerating sp to go £9+ ! Dyor

https://www.proactiveinvestors.co.uk/companies/news/1074893/easyjet-lifts-profit-guidance-for-holidays-arm-1074893.html

I’m against any take over , BP itself is a great British brand and solid co ! I’m happy to hold and get steady dividends while share price grow, it should focus on it core business oil and gas , forget about renewables, let others do this bit !!

Bp is the most undervalued co compared with its peers , won’t be surprised if a bid comes from somewhere whether it’s UAe , Chevron or bigger player who wants Bp asset. Topped up, it’s a hold for me !

Dyor

Given risk premium going high , possibly of Hormuz closure , we may see big spike in oil price so as oil price . Are we going to see BP open 15-20%? What case scenario oil could go $130 per barrel if no peace deal soon !

Oil is likely to rise by $3 to $5 per barrel when trading resumes on Sunday evening after the U.S. attacked Iran on Saturday, market analysts said, with gains expected to accelerate only if Iran retaliates hard and causes a major oil supply disruption.

CNBC

Cheapest oil stock in EU, given current macro situation hbr in great position those want oil exposure! I have loaded now

Dyor

Yes , that’s what I meant , we can’t rule out possibility yet though west media seems quite relax which reverse last night oil price gain ; see my earlier comment;

Iran is considering shutting down the Strait of Hormuz, a senior commander said on Saturday. Source CNBC

Crude oil futures jumped more than 3% Sunday after Israel struck two natural gas facilities in Iran, raising fears that the war will expand to energy infrastructure and disrupt supplies in the region.

Iran is considering shutting down the Strait of Hormuz, a senior commander said on Saturday. Source CNBC

If Iran hits suez shipping route will spike oil price to $100+, though chance is remote at the moment, we should see volatility next few days until a peace deal is made ! I had switched 50% of my holding onto BP, shell, glencore! Better to focus on energy stocks , market may have underestimated the impact last Friday , expecting bp to jump tomorrow

Dyor

One of the cheapest oil and gas Co in the world !

It’s going £8+

Rubbish offer being made , between 70-£1 would have been reasonable , let’s see what mgt and major shareholders decide or if any counter offer comes as at 35p it’s a bargain!!

Dyor

Only those sold , but those are brave held shares and topped up are the real gainer and smart one , dip is a blessing in disguised if you believe the company fundamentals and have long term view

Dyor

I think Glen will open 15% up