Top notch company that is a core holding. May be ups and downs on geopolitical news, but defence will be in the news for years to come. One to sit on and forget, no worries with BAE Systems as a long term hold. Latest results and latest order book excellent. New US contracts and ability to bid for EU contracts from defence fund, continual worries about Russian intentions now and in the future, all gives strong support for continued upward momentum.
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