Filtronic Share Discussion Threads

[bazworth] 19/6/2021 18:10

Thanks kazoom Cheers

[kazoom] 19/6/2021 17:40

The @Filtronic twitter feed. They often post some interesting nuggats. This one is I think basically an advertorial for what they can do to help companies "onshore" activities back from China.

[bazworth] 19/6/2021 14:30

donald, Where have you found that comment please? Cheers

[donald pond] 19/6/2021 10:28

Hmm...Due to the wealth of #RF expertise at our Salisbury location, we recruited experienced operatives. Additional equipment was procured and reallocated in order to be able to rapidly replicate the offshore operations. Sounds positive to me

[maxplus2] 18/6/2021 13:37

Some of the jobs have been advertised for over 6 months. Standard package and they are on the North such as Sedgefield. Who wants to relocate?

[donald pond] 18/6/2021 11:22

More jobshttps://twitter.com/filtronic/status/1405832844690300975?s=21

[donald pond] 17/6/2021 16:37

Another Edison note out, not read it yet

[chrisdgb] 17/6/2021 16:21

Fair play to the management looks like they have managed a tricky period very well, fantastic long term story and I remain interested in the Space angle.....

[stockhunters] 17/6/2021 15:27

only way is up with this turn aroun tried to break 13p will have another go soon

[p1nkfish] 17/6/2021 09:43

They have managed well given nearly everyone else involved in electronics has been hit by supply problems. You name it and they all have problems except FTC.

[weatherman] 17/6/2021 09:39

Good statement with nearly 50% growth in EBITA, with good growth in net cash. If they can focus on long term steady growth, while building the base, this will do well from here - imo.

[stockhunters] 17/6/2021 08:16

only 50k shares available to buy below 13p

[stockhunters] 17/6/2021 07:29

very nice boom boom

[mesquida] 17/6/2021 07:23

Encouraging year end update out this morning.

[bazworth] 17/6/2021 07:23

Typically cautious FTC update but results slightly ahead, strong order book and new sales channels opened up. Very happy to hold!

[p1nkfish] 17/6/2021 07:23

Upbeat TU, explains the recently perky price.

[stockhunters] 11/6/2021 08:24

not long until it breaks that resistance very close

[bazworth] 10/6/2021 22:31

I reckon the new boss is really getting stuck into business development and we will all hopefully see things moving ahead very soon. I realise that the website doesn’t equate to sales but it is so much better than ever it was before. Onwards & upwards!

[outlawinvestor] 10/6/2021 21:02

Globes Elektronik joins the team “Globes are an excellent partner for Filtronic, they have proven success and experience across many of our core markets including Aerospace and Defence, Telecommunication Infrastructure and Space. We are excited about this opportunity and look forward to building a long-term successful relationship,” said Jerry Sanham, Director of Business Development. “Globes have technical and commercial contacts within strategic targets of Filtronic, and we look forward to working with their team to expand our presence in Germany and neighbouring countries.” “We are delighted to work with a technology leader such as Filtronic,“ said Ulrich Blievernicht, Managing Director of Globes. “Their product range and engineering capabilities complement our existing customer channels perfectly. Filtronic are a well-respected brand, and we look forward to representing them in Germany and other strategic locations.” hxxps://filtronic.com/news/globes-elektronik-joins-the-team/ Would have thought this deserved an RNS-R...

[outlawinvestor] 10/6/2021 20:56

Richard Gibbs needs to find himself a new CTO! hxxps://www.prnewswire.com/news-releases/apitech-announces-david-lynch-sr-director-of-rf2m-us-engineering-and-nathan-langford-as-director-rf2m-us-process-engineering-301309880.html

[wageslave] 10/6/2021 12:15

Forward valuation is relevant to punters as there appears to still be momentum behind this move upward.

[stockhunters] 10/6/2021 08:48

kazoom with new board edision highlist the significant growth potential 2022 onwards not that long until 2022

[bazworth] 10/6/2021 07:20

I was a little surprised that the Edison note was released prior to the publication of the end of year update. Last year FTC released an RNS at the end of June. However, the note clearly highlights that there is significant additional capacity etc. and especially after the fairly recent expansion of manufacturing capabilities. It’s a reasonable expectation that some of that additional capacity is being well utilised.

[kazoom] 09/6/2021 18:18

Whilst it is positive to have some coverage, the Edison note is hardly super bullish. FY 21 PER of 76.9, on other measures largely valued inline with the peer group. Would have been useful to have some 2022 estimates, even if it was a range on Hi-Mid-Low cases. I can't really see therefore why the Edison note would be a catalyst for any re-rating. Huge POTENTIAL here, but they have failed to deliver on potential in the past, so until actual evidence of traction arrives I can't see too much action, unless there's a bid.

[stockhunters] 09/6/2021 12:11

pinkfish look what happens on chart after 12p gearing up