Filtronic Share Discussion Threads

[bazworth] 11/2/2021 09:21

Several years in my case!

Was sitting on a lovely potential profit when they hit about 29p a couple of years back!!

[beeks of arabia] 11/2/2021 09:16

Cheeky little early riser.Sophisticated investors hold for long term value. I suspect the large none institutional holders don't need the cash.The time span of modern small cap punters seems too be measured in minutes these days.

[wageslave] 11/2/2021 09:02

They probably have their fingers in a number of pies and not all their eggs in this basket.

[slicethepie] 11/2/2021 08:34

Kromek are also there

[pictureframe] 11/2/2021 08:01

Agreed exiting is going to be difficult - the thing is with this is it doesn't really move with everything else even when the markets a flying. The plus to that is it doesn't really drop when everything else is getting marked down. I keep this on my watch list just in case one day the put out some stellar news.

[bazworth] 10/2/2021 22:02

The major shareholders could so easily make a shedload on FTC if we see the situation improve as I suspect it will. It wouldn’t take too much for FTC to show substantial growth from the very low base where it currently is. What I don’t understand though is how those major shareholders would exit without trashing the share price whilst getting out!

[pictureframe] 10/2/2021 20:58

I wonder how the major shareholders feel. They have had thousand tied up in this for years and had very little return. Makes you wonder the opportunity cost they have lost staying loyal to this share

[beeks of arabia] 10/2/2021 19:43

Tp6 - i believe it was the Siemens memory chip fab white elephant that FTC got for peanuts. Tony Blair legacy. An absolute gift for FTC. You see it driving past Newton Aycliffe on the A1.

[p1nkfish] 10/2/2021 19:38

Exactly tp6, stack'em high, sell'em cheap imho.

[tp6] 10/2/2021 19:15

The sedgefield factory is on a technology park, I think Samsung had a factory there originally. So probably a combination of cheap place to setup and also some electronics skilled ex samsung workers around at the time?..

[tp6] 10/2/2021 19:12

Antenna are fairly low tech and easily copied. Essentially a mechanical product.The future is in the backhaul bit. High frequency, high capacity, microwave links.

[p1nkfish] 10/2/2021 16:14

Where are the unique capabilities inherent in the antenna business?
Hard to maintain margins vs very substantial competition.
What was the secret sauce?

[bazworth] 10/2/2021 15:23

Estienne,

How well informed is that comment?

[estienne] 10/2/2021 14:53

It had the potential to be very lucrative but investment is required to develop the product line. Filtronics were always too penny pinching to be successful.

[beeks of arabia] 10/2/2021 09:57

Estienne - they sold the antenae business because it was loss making. It wasn't lucrative.

[p1nkfish] 10/2/2021 09:34

I dont think antenna is the most lucrative, its process where the money is. Try working at those frequencies with existing processes in place - forget it. On the other hand the antenna is the same dimension. If they could develop process IP there would be $ in that.

[diku] 10/2/2021 09:25

Can they not build new antenna capability?...

[estienne] 10/2/2021 09:02

The trouble is that they sold their antenna capability so they're out of the most lucrative part of that market

[bazworth] 09/2/2021 19:13

Filtronic
@Filtronic
·
3h

Ever-increasing demand for #data means higher capacity is going to be required in #5G XHaul networks. The need for links up to 100Gbps has already been identified, read why we think D Band is the next frontier for #XHaul.

Hope that they can convert their marketing efforts into tangible orders!!

[bazworth] 09/2/2021 18:57

Tweeting again!!

hxxps://filtronic.com/why-d-band-is-the-next-frontier-for-xhaul/

[p1nkfish] 09/2/2021 09:45

You don't get labour with the necessary skills cheap.

[estienne] 09/2/2021 09:41

Or paying the workforce less?

[bazworth] 09/2/2021 09:11

Good question, it's all about saving the planet and a shorter commute!!

[estienne] 09/2/2021 08:45

Was that why Filtronics moved to Sedgefield?