Filtronic Share Discussion Threads

[loafofbread] 23/10/2019 08:43

Works both ways.

$1.30 is better for us from a trading prospective.

$1.20 makes us almost 10% cheaper to take over.

The IP alone is worth more than the MCap.

[homeboy] 23/10/2019 08:43

very weak balance sheet and business, bit of a disaster prone business too

for muppets only

[zipstuck] 23/10/2019 08:39

Heed the currency warning in the outlook statement

[my retirement fund] 23/10/2019 08:36

Stiff buying today

[icejelly] 23/10/2019 08:27

If you think there is a fund raise on the way , what do you think they want the money for?

[homeboy] 23/10/2019 08:23

big fundraise on the way imo

[slicethepie] 23/10/2019 08:22

Suspect they will be inside until antenna business sold

[loafofbread] 23/10/2019 08:19

Orpheus product order book. High margin go to product.

+288% 31 May 19
+1,088% 31 Sept 19

No wonder they have confidence. Lets hope they can keep up with the order increase.

Some decent director buying would top off a good day.

[mad foetus] 23/10/2019 08:14

Surely £10m of orders plus the existing contracts means next year is ahead of last already?

[chestnuts] 23/10/2019 08:12

It’s good to see the management bullish the last time they were bullish summer 2017 price ran upto 31p

[mesquida] 23/10/2019 08:09

Beeks, you are so right, this statement has to be seen in the context of a management team that hitherto have always been super cautious. Phoenix arising from the ashes comes to mind !

[mad foetus] 23/10/2019 08:09

Added, think it looks good from here

[angus17] 23/10/2019 08:08

I'm buying more again.

Well done FTC 5G going to make this company still.

[mesquida] 23/10/2019 08:07

Homeboy, have you actually read the statement ?

[bazworth] 23/10/2019 07:28

homeboy, thanks for that!

I cannot recall FTC being so positive!

Cracking!

[homeboy] 23/10/2019 07:10

bargepole stock

[beeks of arabia] 23/10/2019 07:09

An excellent forward looking statement.Made all the more exciting when you understand how cautious the management usually are.Looking forward to the next year!

[beeks of arabia] 21/10/2019 22:11

Have you asked the company that question?

[chestnuts] 21/10/2019 22:03

Beeks

If FTC were so well respected why are they selling the antennas division

[beeks of arabia] 21/10/2019 21:22

Wow - some large sweeping statements about the company from people who obviously don't have the inside track or even a scooby about the industry!

Interesting discussion here regarding 5g, with the challenges of the backbone considered.



The phrase "network 2030" clearly intimates that there is a hell of lot of change coming - whether FTC get a chunk or not will be interesting however they are a well respected player in the market.

[chestnuts] 21/10/2019 12:02

geri

Why dont they make different antennas for all 5g markets problem sorted , i know i would have done this.

[angus17] 21/10/2019 11:55

FTC are at the cutting edge of industry technology. Not so sure they are that good at running a business though.

[gerihatrick] 21/10/2019 11:24

I am sure that if it had been possible to change the frequencies easily they would have done that. They have been in this business a long time and have tech expertise so I do not believe that it is as simple as you suggest. I will ask the question at the AGM

[chestnuts] 21/10/2019 10:04

tp6

The reason why i am disappointed with FTC is that they had a chance to make any of the different 5g antennas which ever frequency the customer needed and they never took advantage of this and the number of antennas needed for the uk is in the millions as they are the size of the palm of your hand and would live on top of lamposts. Hence the share price is where it is instead of in the 50ps. The only reason why the antenna business as not done well is bad management.