Browsing Tag
Royal Navy
17 posts
Babcock (LSE: BAB) shares hit a new low, but did the market overreact to Type 83?
Babcock lost a future warship opportunity just after another £140 million frigate charge. Can submarines, nuclear growth and buybacks repair trust?
Defence Holdings ($ALRT) just raised £4m, 25% discount. Oracle in, MoD test pending. UK Palantir or hype?
Defence Holdings (LSE: ALRT) raised £4m at a 25% discount as a proposed MoD contract looms. The question: can news flow outrun relentless dilution?
Babcock (LSE: BAB) shares fall 5.9% as £140m Type 31 charge overshadows FY26 growth
Babcock International reported stronger underlying defence and nuclear growth, robust cash generation and another £200 million buyback, but a third major Type 31 charge revived concerns over contract execution.
Russian warship fires warning shots near British yacht as Channel tensions deepen
A Russian frigate fired near a British yacht in the Channel. The near miss exposes how sanctions, warships and civilian traffic now collide.
UK orders hundreds more Thales missiles as Middle East drone threat reshapes air defence priorities
Drone threats are consuming air defence stockpiles. Britain’s Thales missile order tests whether industry can keep pace with Middle East demand.
AUKUS underwater drone project puts seabed warfare and cable protection at centre of alliance strategy
AUKUS is moving below the surface. Underwater drones could turn seabed infrastructure protection into the alliance’s first real Pillar II test.
Babcock (LSE: BAB) absorbs Type 31 charge but keeps FY27 outlook intact
Babcock’s Type 31 charge hurts profits, but cash flow and buybacks keep the turnaround alive. The execution risk now moves to FY27.
Britain foils covert Russian sub operation disguised as Middle East distraction
UK exposes covert Russian GUGI submarine operation near British waters targeting North Atlantic cables. Three vessels tracked, forced to retreat. No infrastructure damage confirmed.
Babcock (LSE: BAB) secures six-month FMSP bridging agreement with UK MOD as long-term successor contract nears finalisation
Babcock International Group (BAB) agrees six-month FMSP bridge with the UK Ministry of Defence as a long-term naval submarine support contract nears finalisation. Read full analysis.
HMS Dragon weeks behind allied warships as France and Greece already in Cypriot waters
HMS Dragon, a Royal Navy Type 45 destroyer, is delayed in Portsmouth as the UK scrambles to defend RAF Akrotiri in Cyprus from Iranian drone and missile threats.