https://x.com/Filtronic/status/1859957760584008160?s=19 |
https://www.linkedin.com/posts/filtronic_mmwave-satcom-defence-activity-7265702359098372097-gjLH?utm_source=share&utm_medium=member_android |
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 |
hxxps://youtu.be/YdESKcW7Qt4
Interview with CTO, interesting listen. 46 mins onwards in particular indicates some significant further opportunity for growth. |
Fab presentation at mello definitely firing on all cylinders! |
 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.” |
https://x.com/Filtronic/status/1858435038645231941?s=19 |
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 |
Great video, many thanks
New contracts, hopefully ‘soon’ is indeed soon. Exciting stuff!!
Cheers |
Not sure if link copied correctly, hopefully YouTube link below works |
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 |
Poster over on LSE board has provided a link to a trailer for a GlobalSpec webinar featuring Ftc. Well worth a look ! |
Gov.uk advanced innovation in defence article, markets opening up |
https://www.linkedin.com/posts/business-weekly-newspaper_aim-quoted-uk-company-filtronic-which-works-activity-7262059854196871168-eCQ5? |
Good spot FIYB, really like CNC too. |
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 |
This company clearly has serious ambitions, but has the market caught onto that as yet, I think not. |
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 |
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. |
From 'Andershow08' on another site: |
Looks like we've got a seller to me, someone offloading in 50k chunks earlier expect we'll see more of these delayed trades appear later. |
This is beginning to look like a classic traders chart. |
They are even delaying booking trades of 25k ! |
Classic tree shake . |
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