[wvic] Re: [wvic]

  • From: "Richard Soar" <dmarc-noreply@xxxxxxxxxxxxx> ("soar")
  • To: wvic@xxxxxxxxxxxxx
  • Date: Wed, 11 Jan 2023 16:20:05 +0000

BAE manufacture a lot of bullets (1m per day !) and artillery and tank shells….
https://www.baesystems.com/en-uk/product/small-arms-ammunition

Sent from my iPad

On 11 Jan 2023, at 16:00, Peter Curtis <dmarc-noreply@xxxxxxxxxxxxx> wrote:

 I meant "Who" instead of "We"
Not just the artillery shells but all other basic consumables that the UK will now be lacking.
One would think that sooner or later the Govt must place orders to re-stock.
Peter
On Wednesday, 11 January 2023, 15:55:03 GMT, Peter Curtis <dmarc-noreply@xxxxxxxxxxxxx> wrote:

We manufacturers all the shells ??
On Wednesday, 11 January 2023, 15:50:23 GMT, Robin Phayre <dmarc-noreply@xxxxxxxxxxxxx> wrote:

There is an interesting article in yesterday’s Times from Max Hastings. Our Government has yet to replace or even place orders for the  the ammunition and equipment we have given to Ukraine. One day, we presumably must do so – otherwise we are “empty”. We are meant to hold 10 days’ worth of stock at intensive rates. We don’t even hold one in certain categories.

Oh dear – we shall all be speaking Russian (or possibly French) soon!

Robin

 

From: wvic-bounce@xxxxxxxxxxxxx <wvic-bounce@xxxxxxxxxxxxx> On Behalf Of Richard Soar ("soar")
Sent: 11 January 2023 10:33
To: wvic@xxxxxxxxxxxxx
Subject: [wvic] Re: [wvic]

 

BAE has certainly performed well since the Russian invasion (chart attached) - one wonders however what will happen to the share price as and when there is a resolution to the hostilities - if ever !! …..but a solid performer with a bit of yield.

 

Richard S

 

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On 11 Jan 2023, at 09:32, Peter Curtis <dmarc-noreply@xxxxxxxxxxxxx> wrote:



Just following on from Monday's discussion on defence matters.

 

I saw an article by Richard Dannatt that rubbishes just about every armoured vehicle the British Army has.  In particular the Warrior vehicles are old and too costly to upgrade and should go to Ukraine.  The Challenger 2 are old and the Ajax medium tank is stated not to work.

 

Shares in BAE Systems have risen steadily over past years, but particularly since Feb 2022.  It appears to me that they are the prime UK defence manufacturer and with all that has been donated to Ukraine there are significant gaps in all sorts of military kit.

 

Is it a good time to invest in BAE Systems ??

 

Any other defence related investment suggestions ??

 

Peter

 

 

 

 

 

 

 

 

 

 

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