uninvestable with current CEO imo

Agree, ex holder

slow news flow as well as the Ukraine news doesn't help, unfortunately it's a long wait until June for results but I don't have too many doubts that they'll be sparkling. Given likely increases in European defence budgets selling on weakness doesn't make much sense to me $MSI.L

there has been a significant amount of estate planning in the last 2 years or so and the one constant has been a complete absence of directors reducing their absolute holdings. Happy to remain patient #MSI.L

"At 30 September 2024, RWS employed 9,059 full-time equivalents (FY23: 7,910) across 62 locations in 34 countries. This increase is driven by the resources recruited to support the increase in TrainAI business during the year"

the increase in headcount is quite striking given the issues facing the business. Seems a risky time to be adding significantly to their cost base

thanks for sharing 👍

I suspect it's nothing more than we've always done it this way, assume you know how old most of the directors are ?!

I hear ya but it's the same every year for the HY's. Could even argue that there is more specific detail provided in the defence section than in 21, 22 or 23 😵‍💫 #MSI.L

wow, great photos Steve

HY results in 2 wks James so not long to wait. Not currently holding but thought recent industry watch shipment data for US was a bit more encouraging #WOSG.L

good management team but only growth recently coming from acquisitions imo. There's a reason they never share lfl performance in their reporting #RNO.L

www.reuters.com/markets/swis...

Maybe Rolex less likely to be impacted given waitlists / underlying demand but difficult to see how less iconic brands & Robert Coin/jewellery wouldn't be impacted