Filtronic Share Discussion Threads

[chestnuts] 16/9/2018 19:57

More good news for FTC

hxxps://www.totaltele.com/501055/India-excludes-Huawei-and-ZTE-from-5G-trials

[chestnuts] 16/9/2018 11:38

Beeks

A few weeks ago i wrote that i couldnt wait for the 8th Sept, well one of my hobbies is doing cycles and ratios on charts, i had the 7/8th Sept was when the herd would join the party and now i cant wait for the 15th of Octo.

[chestnuts] 16/9/2018 11:35

Sorry for O/T

Beeks i do love it how you wind Mount up on the JTC thread he is very passionate about leaving europe, he must dream about it. LOL

[beeks of arabia] 16/9/2018 11:29

I am certainly expecting a good week as newsflows in the industry continue.It's becoming apparent who the first adopters will be and the technology companies that they will use to deliver 5G. I've seen nothing to suggest that FTC will not be at the forefront of this, with their expertise in the area and their excellent relations with these companies.Obviously we need to see confirmation from FTC on this, however by that point the price would be many multiples higher than current. It's sometimes worth taking that risk, then accumulating as the story unfolds.I don't think I have been this excited about a company prospects for years. I think the heady heights of yesteryear are gone, however I certainly can envisage a 3 figure share price come the start of next year.

[pietradura] 15/9/2018 21:38

I do hope we touch 30p this week
#Well deserved

[chestnuts] 15/9/2018 18:25

I try and not get to excited about a share but you cant help it with FTC it looks like a perfect storm and should show in the share price in the next 12 months or so.

[opodio] 15/9/2018 16:23

and we have the radar contracts which are cherry on top

[2mex] 15/9/2018 16:21

opodio, yes its really stacking up.

T-Mobile ($25B revenue) - Nokia $3.5B initial 5G rollout equipment contract
AT&T ($150B revenue) - Nokia named as 5G network equipment supplier
Verizon ($200B revenue) - Nokia successfully tested 5G as partner
China Mobile ($102B revenue) - Nokia $1.2B contract (this year - annually reviewed)
NTT Docomo (revenue $42B) - Nokia chosen to supply 5G hardware for 2020 rollout
Shaw Communications (rev $4.8B) - 5G trials with Partner Nokia (~2021 rollout)
Bell Canada (revenue $16.5B) - Successfully demonstrated 5G with Nokia (~2021 rollout)
TIM (group revenue $23B) - With Nokia - San Marino first 5G state in Europe

Australian operators have a choice of just Nokia or Ericsson for their network equipment
South Korea SK Telecom successfully tested 5G data transfer with Nokia
No news yet on UK but estimated requirement: 1million antennae - looks like Huawei may be ruled out leaving Nokia, Ericsson as suppliers

Rob Smith, CEO, Filtronic

“We are delighted Nokia has chosen to work with Filtronic on this prestigious development. Our ultra wide band antenna and filter related IP are being used in this design and are a proven fit with the acclaimed Nokia AirScale radios.”

[opodio] 15/9/2018 16:10

And its not just T-mobile , its Sprint and Verizon now

[bazworth] 15/9/2018 16:10

One day Rodney and all that!!

[2mex] 15/9/2018 16:03

and its not just mast upgrades. Its the new dense cell networks. Nokia's $3.5B T-Mobile order is initial rollout equipment. Its only the start.

[pietradura] 15/9/2018 15:51

Found on ano site

RE: SCSW

It is a copyrighted, subscription only letter and it would be illegal to do that. Imho the key takeaway is this (DYOR on the technical terms):
1. In conjunction with Nokia, FTC has developed a Massive MIMO (mMIMO) antenna.
2. Nokia contracted (in July) to supply T-Mobile with US$3.5 billion of 5G Network equipment for T-Mobile's first US nationwide 5G rollout.
3. This deal is probably related to a US$2m mMIMO contract FTC announced last month.
4. FTC's CEO says “if you were to assume Massive MIMO had to be applied to T-Mobile’s 110,000 masts, in theory it would be several $100 millions of business for Filtronic.”

They won't upgrade all masts and not all will be upgraded using FTC gear, but there is the potential for some truly colossal business for FTC.

GLA

[mad foetus] 15/9/2018 15:07

Does anyone have a ballpark for what percentage of antennas FTC technology will be used in and how much revenue FTC get per antenna? That seems to me the key thing and I have no visibility on it.

[kazoom] 15/9/2018 14:04

It's not that hard to find actually.

I agree with not breaking copyright, but equally even though its is NOT a prediction, it is not imho the sort of statement that should be made privately.

[2mex] 15/9/2018 13:52

I won't say for the author's sake. It was a gem of info but the site had nothing else.

[beeks of arabia] 15/9/2018 13:26

Which share chat site?

[2mex] 15/9/2018 11:39

Beeks, I copied the words from a share chat site which is public domain. I discovered the source and removed the words. I subscribed to SCSW this morning and confirmed it is true.

[beeks of arabia] 15/9/2018 10:04

You must have seen it somewhere. Where did you see it if it's "not clear"?

[2mex] 15/9/2018 08:13

Hi Kazoom, the source is not clear so I will remove it.

[wisecat2] 15/9/2018 07:39

"Over six weeks the stock has doubled from about 11p to over 23p, adding £22 million in market value, although an analyst at Panmure Gordon, Filtronic's broker, has yet to raise forecasts." extract from Edmond Jackson

Has the broker actually got an analyst? Maybe he's asleep at the wheel, not interested and just cut and pastes on results day to justify a minimum salary.

WAKE UP This company is going somewhere UP

[kazoom] 14/9/2018 23:40

hi 2mex - where did that Rob Smith quote come from? (did I miss a link somewhere)

I thought that they had otherwise been quite quiet on the scale of the 5G impact so far.

[2mex] 14/9/2018 21:40

chestnuts, thanks for the reminder. I will update post 2004.

[chestnuts] 14/9/2018 21:35

2mex

If you look at FTC presentation either the last page or the one before they reckon UK needs 1 million antennas alone , never mind what the rest of the world needs

[2mex] 14/9/2018 20:17

Keep your eye on the prize


free stock charts from uk.advfn.com

[2mex] 14/9/2018 20:06

Nokia have a $3.5B contract with T-Mobile ($25B revenue)
AT&T ($150B revenue) is already in the bag (although possibly shared with Samsung and Ericsson)
Nokia have had successful 5g testing with Verizon ($200B revenue)
Nokia have a $1.2B contract with China Mobile (this year - recurring annual review)
Australian operators have a choice of just Nokia or Ericsson for their network equipment
South Korea and the 5G list goes on.
UK estimated to need 1million antennae.