Filtronic Share Discussion Threads

[bazworth] 20/1/2020 20:04

Wonder what the long term goal of the Dixon’s is....? Other than making shedloads on their FTC shares!

[ileeman] 20/1/2020 19:41

Legal sold another 1% or so after hours RNS, no effect on book today looks like we will see another TR1 from Dixons taken up their stock.

[slicethepie] 20/1/2020 18:40

It is sad to see but suspect the compliance police are now running many funds and look at liquidity as risk ie they would rather you buy overpriced stocks like fever tree comforted by the fact that you could sell it in 1 day versus an extremely cheap small company that might take many days to sell. That said the performance of the legal and general small cap fund is woeful and would put anyone off active management!

[mad foetus] 20/1/2020 16:34

So did I! Great minds think alike

[ileeman] 20/1/2020 16:32

Taken another 50k.

Looks ready to break.

[mesquida] 19/1/2020 15:52

If the latest buying spree by the Dixons accounts for the majority of the stock recently sold by Legals, then it rather suggests that institutional investors generally have not yet picked up on the recovery story that is now clearly unfolding here. Surely there must still be some institutional investors who are prepared to engage with small caps, if not then I can see a dearth of new companies coming to market, combined with a wave of trade bidders taking companies off market, and if that does not kick start a major bull market in small caps then I don't know what will !

[ileeman] 19/1/2020 13:06

Yup they are not selling open market Dixons taking up their entire holding so far, how high are they going? Market seems to be clocking on.

[loafofbread] 17/1/2020 17:32

mesq,

According to the RNS, L@G have gone from 21M down to 9.6M.

Dixons have taken 6M so another 6M to find a home?

[corrientes] 17/1/2020 15:45

Apart from being serious investors,does anyone know if the Dixons have any sector knowledge or history ?

[bazworth] 17/1/2020 14:53

I was wondering what influence the Dixon’s could have if the company was of interest to a predator? Perhaps they would be pleased to sell, obviously at an attractive price!

[ileeman] 17/1/2020 13:38

11p getting tested again, next week gonna be interesting.

Worth noting since June 2019 Dixon's have added almost 10million shares and continue to increase, be interesting to see how high they go.

[pictureframe] 17/1/2020 12:22

Next leg up

[mesquida] 16/1/2020 20:27

Can you explain what you mean, loafofbread.

[loafofbread] 16/1/2020 20:15

Approx 6M shares still to be claimed.

[bazworth] 16/1/2020 17:26

Blimey, what a memory!

I’m an old bu&&er now!

Almost forgotten all about the MF boards!

Hope you’re keeping well too?

[beeks of arabia] 16/1/2020 17:06

That wasnt aimed at you- i used to post with you circa 2002 on the motleyfool ftc thread if i remember correctly!

[bazworth] 16/1/2020 16:58

Been here for an age and a bit cheesed of that I didn’t take advantage of selling a chunk at about 30p 18 months ago! Made a killing with FTC in about 2002/3 and have watched their progress, or lack of it, ever since!

[beeks of arabia] 16/1/2020 16:53

Yeah, we seem to have attracted some momentum dregs though.No offence !

[bazworth] 16/1/2020 16:48

I’m totally relaxed over the short term as I reckon we should be onto a real winner here over the next year to 18 months. Expanding capacity and probably order book too or why else would they be recruiting etc.? The new boss, when appointed, will no doubt want to make his/her mark too!

The icing on the cake would be making a few schillings on our two years of profit share on the sold Antenna business.

Keep smiling!

[beeks of arabia] 16/1/2020 16:36

They have been holders for years so nothing new.Unless they can take on all the overhang then i would think we see a pullback here.

[ileeman] 16/1/2020 16:29

Very nice, now we know why sellers have been very thin most stock taken up by a TR1.

Surprised market not reacted to RNS.

[pictureframe] 16/1/2020 15:52

40 million shares.....they must believe in the business

[mesquida] 16/1/2020 15:32

Dixons up to 40m shares, so now we know who has been buying !

[tp6] 16/1/2020 15:25

They seem to have tidied up a few loose ends recently and have been recruiting so I think an announcement about a new product or developments / orders perhaps on its way..

[pictureframe] 16/1/2020 12:14

Recovering - I wouldn't be surprised is we end up today