Filtronic Share Discussion Threads

[angus17] 12/5/2016 11:55

come on cyberbub I doubt even the BOD know this at the moment.

The emphasis recently, rightly so, has been on sales so we just have to hope they haven't been selling them at ridiculously low prices in order to entice the big contracts. Time will tell.

One things for sure. This company is no longer the write off that the markets valued it at quite recently. Just what the true value is now, well that's anyones guess. 40p a share only values the company at £80m.

[angus17] 12/5/2016 11:55

come on cyberbub I doubt even the BOD know this at the moment.

The emphasis recently, rightly so, has been on sales so we just have to hope they haven't been selling them at ridiculously low prices in order to entice the big contracts. Time will tell.

One things for sure. This company is no longer the write off that the markets valued it at quite recently. Just what the true value is now, well that's anyones guess. 40p a share only values the company at £80m.

[cyberbub] 12/5/2016 09:43

Some pretty chunky delayed trades yesterday and today?Does anyone know off the top of their head what the gross margin is on their sales of these antennas?Thanks.

[aishah] 10/5/2016 12:39

I hold Ceragon, and they were saying on the conference call that things are definitely looking better going forwards. The stock popped 20%+ on Nasdaq. Nice read across here imo.

[thomasthetank1] 10/5/2016 11:50

Read Panmure Gordon & Co's note on FILTRONIC PLC (FTC), out this morning, by visiting hxxps://www.research-tree.com/company/GB0003362992

"After a couple of very difficult years, Filtronic appears to have got its mojo back – hardly a week goes by and another banner deal is inked for its new integrated antenna. Q1 results from Ceragon Networks, yesterday, were not that shabby; shares rose 20% as management talked about Q1 being the ‘trough’ quarter. The read across suggests, to us, that the outlook for Filtronic’s Broadband division is likely to be unchanged from interim results. In addition Q1 results from Nokia this morning are similarly of the ‘not that shabb..."

[cottoner] 09/5/2016 23:32

That 3+ million trade is a late reported one from Thu 5th.

[ileeman] 09/5/2016 20:17

I highly doubt we will see much more selling from them and in any case as we saw into the close a large buyer is lurking

[mesquida] 09/5/2016 19:27

But this trade of 3 milliion odd might relate to the reduction in Aberforth's holding that was announced today - in other words this trade may have been done on Thursday, as per the details in the announcement. If this is the case then it does not prove that Aberforth are continuing to sell - it simply confirms what we already knew !

[babbler] 09/5/2016 17:18

Another trade by the seller. Huge 3mil sell.

[dice1950] 09/5/2016 14:29

NO THE MOVE

@AfzalValli minutes ago
#ZZZ Takeover talks by Snoozebox Strategic Partners Dubai based Dutco Group

[tidy 2] 09/5/2016 13:57

Golden cross here also. Loaded up

[ileeman] 09/5/2016 13:39

I would imagine they have told their clients to atleast take some profits after the 100% rise from the placing

They hold a huge amount well above 10p so doubt there is much overhang left and they will not want to hit/hold back the price too much imo

[mesquida] 09/5/2016 13:26

Question is whether they are still sellers, or are they happy to sit back now and let the price rise.

[jbe81] 09/5/2016 13:22

explains why there hasn't been a bigger rise here yet!

[ileeman] 09/5/2016 11:56

Looks like Aberforth clients took some profit on the placing shares they picked up at 5p a couple months ago. No big deal.

[aishah] 09/5/2016 10:55

I see Aberforth have reduced a bit on this rise. Also good imo as they've been absorbed elsewhere. The still hold over 17%

[ileeman] 09/5/2016 09:37

Not far from a major breakout


free stock charts from uk.advfn.com

[fillipe] 09/5/2016 09:23

Good to see a wider shareholder base emerging.

f

[aishah] 09/5/2016 09:15

Good to see more coverage with SCSW following Techinvest with a full write-up. Cisco forecasting 53% annual compound rate in traffic by 2020. The latest contract win ($24.2million) came too late for SCSW as they went to print early last week. Mkt cap still only £20m. dyor

[tidy 2] 09/5/2016 09:07

PR spreading. Golden cross also in effect.

[babbler] 09/5/2016 08:47

Gaining attention...

[nw99] 09/5/2016 08:07

Great new buy in Sharewatch

[fillipe] 08/5/2016 20:41

It's not a full-blooded buy - more like the Scouts motto.... for the future.

f