BAE Systems: Well-Positioned For Sustained Growth

Summary

  • BAESY has seen sustained growth in orders and sales due to increased geopolitical risks and global defense spending.
  • The company is well-positioned to capitalize on existing and future technologies, including the space sector, through its products and customers.
  • BAESY's balance sheet has significantly improved, allowing for potential value-creating acquisitions and unlocking shareholder value.

Fighter aircraft with open cockpit

fhm/Moment via Getty Images

Thesis

BAE Systems plc (OTCPK:BAESY) orders have greatly improved over the last few years and is a significant beneficiary of the recent wars and increased geopolitical risks. BAESY's top customers increased spending considerably, the company is well

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