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It’s pretty clear this will turn quickly but sadly this year the macro climate and peace talks with Russia and Ukraine have scared off investors.

This is a long term hold. Forget and keep. We won’t lose out in the long term.

All UK stocks getting pummelled here. Oversold but the market is showing jitters at the moment. Nothing seems safe.

Today’s a blood bath for all stocks but ASOS has managed a shade of green. The roots are laid and expect next week people who left to come back in for next Friday. Will be 300 by Friday.

Some common sense at the end of the day here.

Most undervalued happy to have topped up more and looking for growth and breaking 640

Excellent numbers! Undervalued and strong as an ox with the tariff doubts gone hoping this get the re-rate the other defence stocks have. 🚀

Very happy with today’s gain. Was doubling down on the dips but now this is a solid base.

I expect us to get back to £300 in no time. Not sure why we fell so much since the last update showed better quality of earnings. Revenue is just vanity it’s the bottom line that matters and hence why refinancing possible.

This is just a start but a good one £600 valuation is not realistic yet but £400 was always my target number so let’s see.

Nothing not to like at these prices margin % increased so a good sign of the underlying business.

Expect and uptick in defence with RR also showing strong numbers.

Defence nearly as safe as Gold. Great investments with Interim dividend.

Honestly been holding these shares as

Feel they will be like gold dust soon.

Get the volatility lately but zoom out and these are heading beyond the 6.80 consensus. Re-rate territory so hence piling in for Friday before the rocket.

Strong results and order book now. Bodes well whatever the noise is around at the moment.

Hopefully can get in this morning before any rise.

I agree very odd share price but I have been used to this with BAE when the share price dipped on confirming the numbers and then the days to follow went up reflecting these numbers.

This is a strong buy for me now at these levels and cheap to enter so happy the markets discounted it and the entry point is still good.

As long as they deliver on time and delays are minimal then the backlog increase should bring about incredible value now and into 2026.

I keep buying the dip when I can by selling elsewhere. Firmly believe this will go up fast very soon. Hit by shorts and the macro negativity for sure.

Rolls Royce, Chemring and BAE both saw huge re-rates. Qiniteq also but down recently so looks good value as well.

Melrose forming my largest share holding as hugely undervalued and best of all those listed on potential.

Tomorrow is a new day a bit more positivity can drive a break through 🙏

Jefferies raises Qinetiq price target to 550 (520) pence - 'hold'

Strange price dip today but time to buy.

Yes holding around these levels but Airbus tomorrow could give it a push to the next level. It’s got legs up to £6.80 in the next week.

After a couple of torrid weeks seeing this move away from a 12 month low.

Looks to have a good way to go up still. Let’s hope it continues.

Back to business now for Melrose. Next week to break through the £6.40 with news coming in soon this will sky rocket🚀

Well not as much of an uplift as I thought but next week bodes well.

Seems Airbus and others are working out a space programme.

I think this can only bode well for Melrose.

https://www.bbc.co.uk/news/articles/c1e3gn80v2wo

Expecting a big Friday tomorow.

Last two have been really disappointing but futures looking good and Putin being pressurised.

There are always profit takers. Up 5% yesterday after a sell off last week. Resistance at £5.90 so hopefully will see further gains into Friday from this new baseline and beat £6.40.

Long term this is a steal with better upside potential than RR or BAE with the best yet to come.

Watch this space! Literally.

This has still a way to run up but could be floating at this level for the next week or so and then hit £2.70 by early Nov. Budget is a concern although NI already factored in, the website looks good and moving more towards the older gen like myself so could well become more appealing in the next year. Keep margins tight and aim at the older gen and they could hit a sweet spot again.