Filtronic Share Discussion Threads

[aishah] 02/1/2014 12:41

Panmure forcecast eps 2014=3.73, followed by 5.01 for growth of 34%+. Price does not reflect this - even more so if you include cash. Would not be surprised if this makes Techinvest 2014 Naps list. dyor

[12at] 21/12/2013 17:06

does anyone know the cause of the slump over the last few mnths, looks like its going to sink back down to 40p or less, i hope not, i have a fair size investment

im guessing the intermins will be out at the end of January, any bad news predictions?

The IMS from September was in line with expectations, but it looks like the market expected more

hmm take the loss and get out now or hope for a turnround IMS in January...
decisions, decisions!

[georgeg2] 29/11/2013 09:03

They really are walking this down!

[weatherman] 27/9/2013 19:13

in line statement and generating cash...

[plastow] 26/9/2013 16:50

nice rise today all good for the sipp

[protean] 26/9/2013 09:56

Capable of moving very quickly.

Look at the move in the beginning of the year. Then a long sideways base. Once this breaks it should certainly move to retest the highs. The Panmure Gordon 90p target price looks reasonable.

[protean] 26/9/2013 09:54

Certainly plenty of buying going through whatever the cause is.

[bazworth] 26/9/2013 09:49

Trading update tomorrow pre-AGM?

[protean] 26/9/2013 09:45

A bit perky today. Quite a long sideways base. Could be a strong move up when it finally breaks.

[protean] 09/8/2013 10:09

I see Panmure Gordon has just raised its target price to 90p (previously 79p target):

hxxp://zolmax.com/filtronic-plc-pt-raised-to-gbx-90-ftc/89511/

[uhound] 09/8/2013 09:56

Level 2 looking like that sideways consolidation may break today!

[protean] 09/8/2013 09:41

Chart looking positive. If price breaks above the recent sideways consolidation there could be a decent move upwards.

[pjhutchy] 28/7/2013 21:40

Yes I still think they are a good long term bet. However I think they may be a bit pricey at the current level due to the actual profit being low. I will wait for a potential lower price to add to my holding. I think they may fall in the short term but will be higher than today's price in two years time if the story stays good so long term investors shouldn't worry but I wouldn't top up at this price as its possible it could come down in the short term. Thanks

[weatherman] 23/7/2013 22:34

A fast growing company can expect a multiple of several times turnover. In that sense the mkt cap is not so high.

[pyemckay] 23/7/2013 22:21

pjhutchy - you said filtronic were a good long term bet yesterday. Now you agree with the article in the times saying the valuation is rich. ???????????
Was it just the article that has changed your mind or was there something in the results you feel were not strong.

[pjhutchy] 23/7/2013 21:01

Article in today's times. He says its a hold due to the low actual profit produced and the broadband division not performing well. I agree and think the valuations a bit rich.

[12at] 22/7/2013 19:06

thanks, do you see it going past the 80's like it did in March, in the next few weeks?
or is this more of a long term/year end possibility?

[juluman] 22/7/2013 10:42

Once traders are cleared after their fiasco this morning, the upward movement will resume. Fundamentals are fine and the outlook no bullish but prudent in the current environment.

[12at] 22/7/2013 09:40

so maybe its worth getting out now then

[pyemckay] 22/7/2013 09:26

broadband making a loss and will continue to do so for next year at least.thats a big drag on the company. another exceptional in next years accounts most possibly, negative cashflow too.

[pjhutchy] 22/7/2013 09:08

Yes the actual profit is very low, no divi and a decrease in cash. Otherwise good results. May pull back a bit in the short term. Still a good long term bet though

[pyemckay] 22/7/2013 08:55

these results were expected so the boost to share price was after the last anouncement.

outlook hard to predict. wouldnt be a buyer at these levels.

might revisit at half year results.

[12at] 22/7/2013 08:31

market doesn't seem to like the results, i think they look decent

[pjhutchy] 18/7/2013 07:47

An excellent small company to hold in your isa. The growth here could be huge and tax free.

[zero the hero] 27/6/2013 11:21

Thanks Brucie