Filtronic Share Discussion Threads

[estienne] 03/10/2018 16:37

Italy just settled 5.55b Euros for 5G licences. Vodafone bought 2.4b euros of spectrum in the 3.7GHz band and 26GHz band

[maarleck] 03/10/2018 15:40

By my chart that’s dropped back to the rising trend line, added another £200 a point spread bet at 26. Very happy.

[opodio] 03/10/2018 08:49

next leg up starting

[hpcg] 02/10/2018 23:07

None at all. For a start it must already be in the price. Secondly their quanta is a function of where the price went down to, and in any case it isn't at a startling level. As you said earlier price goes up price goes down because that's what share prices do.

[kazoom] 02/10/2018 23:00

Indeed hpcg - there is a c. 6% pent up dilution there (but with some small cash inflow) - that's not an unusually high number imho.

There are performance targets attached to some of them, which from a quick read will easily be met currently.

But there's nothing there to scare the horses surely?

[chestnuts] 02/10/2018 22:42

hpcg

I would sat at least 90 % of sharhoders do not do any home work.

[hpcg] 02/10/2018 22:34

2018 report notes to accounts 30, page 61/62. There are about 6 million at 5.2p representing about 3% of the existing 207 million shares. Then another 7 million in the management at plan at 6.6p. Exercise and expiry dates are all there, so plenty more to come. If the market is surprised or not discounting these options then it hasn't done its homework.

[kazoom] 02/10/2018 22:20

Yes issue of shares for employee share options like this are commonplace and mciw has the figure correct.

We have be diluted by 0.05%.

BOO HOO - I have had to slash my price target of £100 / share (JUST KIDDING!) down to £99.95.

I think we can say that today's 4.5% was not related to this issue of shares.

My thoughts :

1. Profit Taking / Nothing goes up in a straight line
2. Bouncing off historical resistance.
3. Some SCSW punters selling out to buy into this months new tip.

Nothing to get excited about imho.

[chestnuts] 02/10/2018 22:17

HPCG

I know its an employee incentive

Put it this way whispers could have started that a placing is coming and people sold because of the rumour and now they see thats its an employee incentive, the price should recover.

[mciw] 02/10/2018 22:03

0.05% increase in shares

[mciw] 02/10/2018 21:59

Not really a placing. Standard employee incentives, most companies have these

[hpcg] 02/10/2018 21:58

What are you talking about? That isn't a placing - try reading the words. Or for that matter do some basic arithmetic.

[chestnuts] 02/10/2018 21:55

I wonder if yesterdays and toadays pull back is due to the placing which was announced tonite at 5pm,

[tp6] 02/10/2018 20:51

Typical cell site is split in to 3 or 4 sectors with 2 antennae per sector...

[pietradura] 02/10/2018 09:15

“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.”

[pietradura] 02/10/2018 09:05

contract soon i suspect

[volsung] 02/10/2018 08:46

Looks like a nice dip on which to top up

[onjohn] 01/10/2018 16:23

Sprint, Nokia Pioneering 5G Tech Using Massive MIMO Antennas




In short: Sprint and Nokia’s 5G partnership is continuing with a new experiment based on Massive MIMO antennas – the first 5G New Radio connection relying on the thereof in the United States. The companies will be demonstrating the solution at the latest edition of Mobile World Congress Americas which is scheduled to start in Los Angeles tomorrow and will run until Friday. Both believe the technology in question will play an integral role in Sprint’s 5G deployment efforts planned to begin next year.

[waspfactory] 01/10/2018 16:22

Give it a rest ONJohn

[onjohn] 01/10/2018 16:11

last chance to buy at 28p


19 min to go

[onjohn] 01/10/2018 16:08

COntraxct win tomorrow would be 40p for these babies

[onjohn] 01/10/2018 16:07

and up again