||EPS - Basic
||Market Cap (m)
|Technology Hardware & Equipment
Filtronic Share Discussion Threads
Showing 3576 to 3600 of 3600 messages
|Not sure what you guys are talking about but yes intrigued to see who has been buying recently. One more decent sized contract needed and then potential predator could show himself before the company is revalued upwards. Rope for takeover imo.|
|Yes, wisecat, it would be interesting to know who bought the stock, but a 2.4 million purchase will not on its own trigger an RNS unless the buyer already had say 3.6 million shares. But certainly I think that you are right in suggesting that the stock has come from North of the border. Nice to see that they are teasing the price upwards though, and also nice to see some old school broking in action at last !|
|Large buyer of 2.4m shares just been printed. Stock may have come from Scotland but more interesting will be who bought the stock. Hopefully a new institution.
A little bit of old school there|
|A bit of promotion between the company and house broker to drum up interest and they could always do a book build (look at recent XLM).|
|Yes, wisecat, I am so old school that I really thought that it was the responsibility of the house broker to facilitate large scale disinvestments in their client companies, but clearly times have changed. But surely there must be an enterprising broker out there who can make 4 or 5 buyers and then bid Aberforth for their holding. Now that really would make the house broker look a bit silly.
Meum pactum dictum !|
|Mesquida You must be old school. Ref your comment re placing the stake, there seems little incentive nowadays for brokers to pick up the phone.|
|I now note that the million trade was actually delayed from Thursday, and so on reflection it probably was a purchase rather than a sale. However my comments in previous post re Aberforth still stand, and indeeed I would be very surprised if the 250k booked out last night @ 12.1 was not a sale by them. The only good thing about them selling is that at least they are not forcing it down, but of course their continued sales do rather put a lid on the price for the time being.|
|Suspect that the 1 million trade @12.25 is a sale from Friday, presumably Aberforth feeding the market. We really need to see the rump of their stake placed before we get the re-rating that we deserve. Personally I would have thought that it would now be relatively easy for the house broker to arrange a clean-up operation. After all, Aberforth have made it quite clear that they need to sell out, the house broker simply has to broke the story to a few new institutions, and with the figures now in the public domain that really should not be that difficult a task for them.|
|Late print just posted on ADVFN trades. 1m shares at 12.25p timed at 15:29hrs, not from today.|
|Chart appears to be bouncing from a lower high after the recent sell on news. I've had this on my watch since new year and have bought my first batch today. There have been some decent lumps get bought today (not mine, I'll tell you if my lump is decent when I'm ready to sell it) so hopefully start of the next leg up.|
|Worth a read, very upbeat....
NetPark-based firm returns to profit amid strong demand
A TECHNOLOGY company hopes new contracts can provide scope to bolster operations at a North-East factory.
Filtronic says it cannot rule out expansion at its County Durham base after a reversal of financial losses left the business “in a healthier position than it has been for several years”.
Rob Smith, chief executive, told The Northern Echo the firm was in talks with potential customers, which if successful, could create jobs at its NetPark broadband site, in Sedgefield.
The plant is known for developing Filtronic’s Orpheus e-band transceivers, which increase the amount of data phone networks can carry, and will play a key role in a £13m national security deal to supply high-frequency modules to a defence equipment maker for aerospace work.
However, Mr Smith said potential remains for its order book to ramp up further, with new staff added to support such growth, if ongoing contract negotiations prove fruitful.
Talking yesterday, after a financial update showed Filtronic had recorded a £1.8m operating profit in the six months to November 30, Mr Smith said those talks still had some way to go, but revealed bosses were feeling increasingly confident.
He told the Echo: “This is what we have been working to; it’s a good solid performance.
“It’s been a superb job by the team and our goal now is to win additional customers.
“We are feeling pretty bullish about the opportunities but we are also under no illusions “As soon as we achieve one milestone, there is another to go for.”
Filtronic was previously forced into a cost-cutting drive after delays to product introductions hit revenues.
Bosses subsequently launched a turnaround plan, revealing defence and aerospace contracts would complement deals in the cyclical telecoms sector, and Mr Smith said the blueprint was working well.
The £13m aerospace deal won’t start until towards the end of its current financial year, however, Mr Smith said its impact was already tangible since it is providing a platform to showcase the company’s expertise.|
|Having risen 30% recently to a prior rst point & 123% from base that T/U was prob well priced in. Single broker a touch enthusiastic. Strange negative skew LT monthly chart here but does seem to have flipped positive now with Jan B/O - LT rise from 11 to c.24 possible if they keep the numbers rising. LT cup n handle shape on the Williams & share price|
|Opportunity for longer term believers to get on board, I would have thought. Will be interesting to see how the journos read the results, but the chart looks very good for the longer term recovery and bowl. IMO.|
|Fantastic turnaroud. A bit of profit taking today. We always knew the lumpy nature of contracts here but they are addressing the customer base, etc. Strong hold for me.|
|I don't think it's really that negative - overall the picture is good. Drop is a little overdone and now appears to be pulling back up.|
|Not unexpected - they signalled this in the trading statement. Even if the second period is only half of first half, they would still do £33m turnover over full year, which is significantly greater than current mkt cap of £23m. This suggests the company is still very good value. imo.|
|strong first half but the market will not like the negatives in the outlook.|
|Lookalike market is disappointed with the results. All the best, Gone|
|Good set of result's|
|Techinvest Special Situations Fund add last month. FTC now in their top 10 holdings:
The fund added to its holding in Filtronic during the month on the back of a positive trading update and contract announcements. Filtronic plc is a world leader in the design and manufacture of a broad range of customised RF, microwave and millimetre wave components and subsystems. The company's products are used in wireless communication equipment, point-to-point communication systems and adjacent
|what chance a new sales contract announcement before next weeks results?|
|Yes, it was a New Year Tip in Techinvest|
|Is this correct, filtronic was tipped in Techinvest as well as SCSW. Have to admit that I did not realise that Techinvest still existed ! Anyway , two tips in one weekend is a jolly good start to the year, but what I would really like to see now is for the house broker to get 100 percent behind the stock and really broke the story with a view to creating new buyers who can take Aberforth off the Register once and for all.It really should not be that difficult given that the house broker currently has a price target which is aproximately twice the level of the share price, even after allowing for today's welcome rise !|
|I feel that the real upside will start to show through when there is definite news of a broader customer base.
Meanwhile the present uptick is most welcome and very pleasing to see FTC featuring as one of the ten SCSW 2017 NAP SELECTIONS, in their January 2017 edition, published over this past weekend.
|yea and then Whooooooosh|