Defense

Boeing: Turbulent Times

2023-11-15T20:49:13+02:00

Boeing is in a tough industry and things have been even harder in recent years. After terrible reputational damage before the pandemic that included tragic loss of life, the supply chain hangover of the pandemic and the extensive debt raise to keep the company going just added to the pain trade. Now a turnaround story at best, is there something here for punters?

Boeing: Turbulent Times2023-11-15T20:49:13+02:00

Lockheed Martin: On the radar

2022-06-21T19:22:47+02:00

Use the podcast player below to listen to our discussion on Lockheed Martin and its Q4’21 result, which accompanies the detailed write-up below: (Date of report: 2 March 2022) The jets fly off the radar, thanks to cutting-edge stealth technology. For investors, Lockheed Martin is firmly on the radar. We live in a very disturbing time, where WWIII is trending on Twitter and our social media feeds are full of painful and heartbreaking images. The reality is that humans suck, have sucked for a long time and continue to suck. Whether we fight each other with swords or jets, this seems [...]

Lockheed Martin: On the radar2022-06-21T19:22:47+02:00
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