Filtronic Share Discussion Threads

[foetus in your brain] 23/11/2024 13:46

And it makes no difference. In either case, a large amount of shares have been bought and sold and the market hasn't moved. I expected FTC to be stronger over the last couple of weeks so I'd guess it's more likely a sell but who knows.

[beeezzz] 23/11/2024 12:39

Main mean quite a few more shares in free float if sell, or less if buy, time will tell..

My hunch if a sell it was a forced sell..

[bazworth] 23/11/2024 11:22

Trade, who really knows!

Sp creaping upwards so does it matter?

Hopefully contract announcements soon and we’re still to hear about the SpaceX payload stuff.

All looking very good, fingers always crossed!!

Cheers

[empoggio] 23/11/2024 10:17

What interpretations to that 1,500,000 trade?

[53cockers] 22/11/2024 15:19

A very big trade at 75

[umik1] 22/11/2024 13:51

https://x.com/Filtronic/status/1859957760584008160?s=19

[umik1] 22/11/2024 13:45

https://www.linkedin.com/posts/filtronic_mmwave-satcom-defence-activity-7265702359098372097-gjLH?utm_source=share&utm_medium=member_android

[bazworth] 19/11/2024 22:46

Thanks ANDERSHOW08

The interview with Tudor is very obviously 'heavy' on the tech side (much of which is beyond me!!) but it's clear that Filtronic is far from being a 'one-trick pony'.

SpaceX has been transformational but I wonder what next will spring out of the woodwork!! It's truly an exciting place to be as a shareholder.

Well done to the whole team!!

Cheers

[andershow08] 19/11/2024 19:35

hxxps://youtu.be/YdESKcW7Qt4

Interview with CTO, interesting listen. 46 mins onwards in particular indicates some significant further opportunity for growth.

[slicethepie] 19/11/2024 19:13

Fab presentation at mello definitely firing on all cylinders!

[bazworth] 19/11/2024 15:48

The following is an extract from the ROCKWOOD results that were, I believe, published today:


“Filtronic Plc (IT hardware components based on Radio Frequency technology): In April their trading update significantly upgraded 2024 and 2025 market expectations. This coincided with the SpaceX strategic agreement which resulted in material new orders for the group from the Starlink satellite network and the potential issuance, subject to further orders, of up to 10% of Filtronic equity to SpaceX at 33p. Winning the King's Award for Innovation was quickly followed up by a further positive trading update in June and additional contract awards. July's final results revealed sales up 56%, Ebitda up 277%, and significant cash balances. Clearly a strong position for the new CEO to arrive to and subsequently the decision has been made to move to larger new premises to cope with the bow wave of expected future demand. We commenced buying Filtronic for the strategy in May 2023 at 12p. It closed the period at 67.5p. On current conservative market expectations, the shares were valued on an EV/Ebitda of 15.6x for their financial year 2025, with almost no growth forecast for 2026, at period end.”

[umik1] 18/11/2024 09:03

https://x.com/Filtronic/status/1858435038645231941?s=19

[foetus in your brain] 18/11/2024 08:51

I wonder if we will get news before the Mello presentation tomorrow. News can't be produced to order but there is always wriggle room with timing and the recent expansion at Sedgefield and Cambridge indicate a business firing on all cylinders

[bazworth] 15/11/2024 07:22

Great video, many thanks

New contracts, hopefully ‘soon’ is indeed soon. Exciting stuff!!

Cheers

[andershow08] 15/11/2024 07:15

Not sure if link copied correctly, hopefully YouTube link below works

[andershow08] 15/11/2024 07:10

New advert ahead of Mello 10th anniversary appearance on Tuesday, be nice for the new contract(s) to follow soon.

hxxps://youtu.be/rFn7tk7LqDI?si=bYgOBrXamI4MK9Nd

[mesquida] 14/11/2024 15:15

Poster over on LSE board has provided a link to a trailer for a GlobalSpec webinar featuring Ftc. Well worth a look !

[andershow08] 13/11/2024 06:23

Gov.uk advanced innovation in defence article, markets opening up

[umik1] 12/11/2024 17:39

https://www.linkedin.com/posts/business-weekly-newspaper_aim-quoted-uk-company-filtronic-which-works-activity-7262059854196871168-eCQ5?

[bigbigdave] 12/11/2024 14:54

Good spot FIYB, really like CNC too.

[foetus in your brain] 12/11/2024 14:19

Only just clocked that our new CEO is a non exec at CNC, which is doing very well today. There may be some interesting synergies between the 2 companies

[mesquida] 12/11/2024 07:46

This company clearly has serious ambitions, but has the market caught onto that as yet, I think not.

[bazworth] 12/11/2024 07:33

Another step in the right direction.

I wonder when the next set of contracts will be announced i.e. those referred to on the 31st October. Hopefully ‘soon’ is indeed soon!


Cheers

[bigbigdave] 12/11/2024 07:28

Filtronic plc (AIM: FTC), the designer and manufacturer of products and sub-systems for the aerospace, defence, telecoms infrastructure and space markets, is pleased to announce that the Company is adding a new engineering design centre at the Cambridge Science Park.



This new location positions Filtronic in one of the UK's most dynamic technology clusters, reinforcing the Company's commitment to advancing its expertise in Space and Defence communications. Cambridge Science Park will provide Filtronic with access to a vibrant network of key industry players, research institutions, and highly skilled radio frequency ("RF") engineering talent to execute on its growth plans. It enables Filtronic to enhance its technical capabilities, foster collaboration, and accelerate product innovation in high-frequency communications.



It will also enhance Filtronic's ability to support new and existing clients in the region, while providing a base for collaborative projects aimed at pushing the boundaries of RF and mmWave technology in mission-critical applications.

[bazworth] 11/11/2024 20:26

From 'Andershow08' on another site: