Filtronic Share Discussion Threads

[mesquida] 15/11/2018 12:51

Beeks, take no notice, he is simply trying to talk it down because he regrets not having bought in when they were down at 9p !..

[lasata] 15/11/2018 12:31

Excellent article on 5G in UK on page 41 of today's Times......if anyone can post it

5G 20 times quicker than 4G...….

[beeks of arabia] 15/11/2018 08:02

Why the hell would it? What a stupid inference.

[hamidahamida] 15/11/2018 08:01

I hope change of advisor doesn't mean fund raising

[loafofbread] 15/11/2018 07:47

You would hope they will have a decent note out pretty sharpish and put a bit more effort into talking up the company.

[mad foetus] 15/11/2018 07:34

New advisor, I see that Finncap are the biggest broker on AIM and that you can get their research for free. Which may be useful when they initiate coverage, though they are bullish on the old dog IDP, so pinch of salt needed. https://www.finncap.com/news-insight/finncap-research-company-notes-7-november-2018

[chestnuts] 14/11/2018 14:41

Mequida

I havent worked in the public sector LOL, but end of day i came to the conclusion it didnt matter as it didnt take up any slack in the market or cause any slack what it did do was bring in a few buyers on speculation.

[mesquida] 14/11/2018 14:31

So chestnuts, if I understand you right, there are 3 scenarios....
A. The buyer only wanted 2 million.
B. The seller only wanted to sell 2 million.
C. It was a roll-over.
How I admire your ability to reach a firm decision. Tell me, is it possible that you work/have worked in the public sector?!

[chestnuts] 14/11/2018 14:21

mesquida

Buyer or seller

If it was legal and general and they had more to sell and indeed if the buyer is buying big time you would have thought the trade would be much bigger as it is its 2 million and the buyer didnt want to buy any more. Or the seller doesnt want to sell any more,
Or its just a roll over

[mesquida] 14/11/2018 13:39

But chestnuts, it does prove that there is a buyer in the wings, and they might be on-going. Of course you could argue that the seller ( who I suspect is Legal and General ) might also be on-going, but one day they will have nowt left to sell. Perhaps I am being over-bullish but I take it as very positive that a buyer of 2 million has emerged at this level. Hopefully it will prove to be a new name,
( rather than Mrs.Dixon adding to her stake ! ) , thus suggesting that at long last the story is getting better known.

[chestnuts] 14/11/2018 12:48

Mesquida

Your explanation could well be correct, but i have seen rollovers where a fee as been paid instead of higher and lower price,

But either way this trade will not effect the price if a trade was agreed parties, ie it wont take up any slack in the market

[beeks of arabia] 14/11/2018 12:43

So in summary chestnuts, it could go up or down.Thanks.

[mesquida] 14/11/2018 12:37

I doubt very much that this morning's big trade was a rollover. More likely that Panmures had a buyer ( the business definitely went through them ) and they bid Legal and General, and subsequently matched the two sides. No price difference because they probably took commission on both sides. Given that 2 million shares is slightly less than 1% it is possible that we might not see a disclosure from either the seller or the buyer, unless one or both parties have been active since their most recent disclosures.
In my experience, chestnuts, rollovers ( or cash and new, call them what you will ) are few and far between nowadays, and they always involve a price differential, which of course this morning's business did not.

[chestnuts] 14/11/2018 12:04

Theres 2 patterns that could play out today one is bullish and upto around 43p and the other is down to 9.8 p ish,

Toss your coin,

I think its going down because of the head and shoulders pattern and the fact it went up and tested the underside and reversed

[opodio] 14/11/2018 11:42

back to 30p

news of contract coming i think

[chestnuts] 14/11/2018 11:23

Volsung

I agree but mm will need to make a profit if the trade had been say 20.5p and only one trade i would have thought the same as you its a buy , but they have not had 6 million shares gone through, and the reason i say 6 million is because there is buyers as well as sellers

[volsung] 14/11/2018 11:19

MMs sometimes drop the price to encourage sellers in order to fill a big order

[chestnuts] 14/11/2018 11:08

If it was the same person buying it would have gone through as 4 million not 2 x 2 million

[waspfactory] 14/11/2018 11:07

The enigmatic Mrs Dixon topping up maybe?

[chestnuts] 14/11/2018 11:05

If they were buys it would have taken some time to fill them and normaly they would have to raise the price to fill 4 million shares and the price as been falling and if they were buys its still not good for the share price as theres nothing to drive the share price as the buyer as most likely finished buying

[photon] 14/11/2018 10:56

That's not a rollover

[chestnuts] 14/11/2018 10:52

Somebody just rolled over 2million shares i wonder how much that cost him

[volsung] 14/11/2018 08:33

Bought a few at 17.85

[bazworth] 13/11/2018 22:05

Too right Beeks, nothing has changed other than the share price! I would suspect that there is an awful lot to unfold here over the next 12-24 months! The assuring thing here is that we are already profitable, unlike many others!