The shares were very well bid at the close Market makers playing games in august |
big things are on the horizon! |
https://x.com/Filtronic/status/1825941170112839862?t=4SfwArnXATiXYJldWMdAIQ&s=08 |
Their Hercules 2 product is used in low latency networks used for example in high frequency trading. |
And our known high value contracts and close relationships with many of the worlds biggest defence contractors. As I've said, we will never know precisely what work we are doing in the defence area. But it is clear the trend is towards lower cost, higher tech, fast moving, high data usage equipment rather than huge, expensive bits of kit. That creates opportunities for FTC |
So you are hypothecating FTC's undoubted skills in high speed data transmission to any applications with high speed data transmission which can be done by many more companies large and small. OK. |
I've no idea if FTC. chips have a role here, but to be able to down a helicopter with a drone will need a lot of ultrafast data between drone and operator. Very different to using drones for deliveries where the data required is much smallerhttps://www.newsweek.com/ukraine-drone-russian-helicopter-1936991 |
Hi Foetus, interesting last comment there, got any links you can point me to? |
Musk has generally not been someone who takes that approach. He seems to prefer an open system where IP is available to everyone knowing that development happens everywhere all the time and his edge is not technological but his ability to make decisions quickly and control the public narrative. The only reason he would take over FTC is to stop any direct competitor from doing so and stopping supplying SpaceX. The strategic stake gives him some leverage in that regard. In the news, Ukraine has used drones to down Russian helicopters. That requires a huge amount of high speed secure data transmission. I doubt we will ever know if FTC are involved in that kit but it's quite possible. This company is making the picks and shovels for a new world of big, localised data that few have woken up to. |
Buying the company would be an easier way of ensuring no other competitor gets access ? |
"FTC are also very dependent on Musk. Now, if I were Musk and hell bent on world domination somewhere in my contract or share option with FTC I might have a clause that says “….and you only do work of this nature with me and no other competitor.”
I think that SpaceX need FTC too and struggle to imagine FTC bending quite that far over.....!
I also believe that if exclusivity was / is the case then the RNS would have mentioned it - clearly it would be extremely price sensitive!
Time will tell...!!
Cheers |
But FTC are also very dependent on Musk. Now, if I were Musk and hell bent on world domination somewhere in my contract or share option with FTC I might have a clause that says “….and you only do work of this nature with me and no other competitor.” |
That twitter post has 120 views. Amazing how few follow this company |
https://x.com/Filtronic/status/1822979103630168394?s=19 |
Another possibility is, if the FTC tech is best in class, perhaps the other LEO operator may also want to use FTC equipment.
We can live in hope!!
As Delboy said……
The World is [potentially] our Lobster!! 😂 |
I doubt it. FTC has risen from circa 10p to 80p (very briefly) in a very short period of time. The fallback is likely to have been inevitable.
In my view, the ‘biggie’ to look out for is when the contract is announced for the satellite based units (may be referred to as payload??). FTC were awarded a sum of cash to develop these units a little while ago and we may hear sometime soon, I hope!!
I would imagine that the kit will need to be far more robust than that used in the ground stations so extensive testing is very likely.
Hopefully, onwards & upwards!!
Cheers |
Is this the reason for the fall of Filtronic, today or another potential customer?
S. Mittal the owner of Bharti Global, acquired a 24.5pc stake in BT, but he has also has “business interests into another fast-growing frontier for telecoms – space – with investments in low-orbit satellite operator OneWeb, a potential challenger to Elon Musk’s Starlink service.” (D. Telgraph today) |
Many thanks Foetus |
Met a cutting edge guy last night and he's working with clients trying to put data centres in space, where keeping cool isn't an issue. Wondered whether FTC have a role to play thereMore positive news here: https://www.linkedin.com/posts/filtronic_pioneering-space-communication-with-terrestrial-activity-7227586766378020864-o9lI?utm_source=share&utm_medium=member_android |
Might create some opportunities for ftc. I am sure they had involvement in this plant about 20 years ago. https://www.telegraph.co.uk/business/2024/08/06/secret-british-defence-projects-risk-closure-apple-supplier/ |
hxxps://filtronic.com/careers/ |
lots of new career opportunities
hxxps://www.linkedin.com/posts/filtronic_careeropportunities-aerospace-spaceindustry-activity-7226522983513632769-d1-K?utm_source=share&utm_medium=member_desktop |
“Panic selling”
I’m too old to panic!!
All a little sad to see given our excellent results and contract win shortly beforehand!! They’re not having mine!! |
Panic selling! |
hxxps://www.thearmchairtrader.com/uk-shares/filtronic-soars-revenue-up-profits-explode/ |
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