Filtronic Share Discussion Threads

[wisecat2] 05/9/2024 13:55

filtronic.com/news-events/news/new-head-office-and-manufacturing-site/

[foetus in your brain] 05/9/2024 13:38

On LinkedIn announcement of moving to new facilities in early 25, doubling capacity

[gandalfshareshack] 04/9/2024 13:40

www.everythingrf.com/news/details/18899-filtronic-to-introduces-a-new-solid-state-power-amplifier-at-eumw-2024

[bazworth] 03/9/2024 16:21

Fingers firmly crossed wisecat2!!

Cheers

[wisecat2] 03/9/2024 15:47

When there is very good news it’s the only time an insti has a chance of selling stock. There has been several heavy volume days. Once he has finished we will continue up to the Xmas target of £1

[bazworth] 03/9/2024 15:15

80p proving a tough nut to crack!!

[umik1] 03/9/2024 08:23

https://www.thearmchairtrader.com/uk-shares/filtronic-trade-ahead-of-expectations-spacex/

[gandalfshareshack] 03/9/2024 08:18

hxxps://www.edisongroup.com/research/upgrading-on-follow-on-space-order/33932/

[cliver1] 03/9/2024 07:54

Thanks bazworth

[bazworth] 02/9/2024 21:38

Cliver1 - suggest you read the following RNS:



And in particular:

"The second contract with the same customer is a development agreement to accelerate the design and prototype delivery of an E-band module that would form part of the satellite payload and provide downlink connectivity to the E-band ground station. Subject to successful qualification testing and field trials this module will represent the first Filtronic product designed for space flight and is key part of our strategy to address the satellite element of the LEO space market."


The contract for the supply of the payload units has not yet been announced.




Cheers

[cliver1] 02/9/2024 21:27

Thanks for sharing the article Gandalf. It made for good reading. One question though. Do we know if any FTC power amps are being installed in satellites? The trading update from June 20th states that they are deployed in the starlink ground stations.

[bazworth] 02/9/2024 20:32

Smashing article, many thanks GandalfShareStack.

The numbers are potentially very exciting with circa 6k sats already up and rising to circa 42k. Not only that, the article states that the sats have a useful life of about 5 years before being replaced.

Wow

Cheers!

[gandalfshareshack] 02/9/2024 19:43

hxxps://www.telecomtv.com/content/access-evolution/leo-satellite-boom-fuels-filtronic-s-growth-51164

[horneblower] 02/9/2024 09:47

tp6.
Many thanks for that. Most instructive.

[wisecat2] 02/9/2024 09:11

Excellent to see some intelligent posts on here. well done guys

[bazworth] 01/9/2024 08:20

This article on the Filtronic website ie incredibly interesting.

Cheers

[horneblower] 01/9/2024 07:31

tp6,
Thanks for that.
As a matter of interest, why do you reckon the bigger money is at the ground station end?
I would have thought it might be at the satellite end, since the sensitivity must be very high and the power usage very low...but I'm no expert.

[bazworth] 31/8/2024 20:25

Thanks tp6

[tp6] 31/8/2024 20:19

If it's similar to other satellite setups, the ground station is not limited by electrical supply, whereas the satellite is. So you compensate for this by having a higher rf transmitter power at the ground station end, Squeezing high rf power at very high giga hertz frequencies is difficult and highly specialised. The filtronic product is very clever, it needs alot of production capability, aka big entry barriers for any competitor.My semi educated guess is the bigger money is at the ground station end..Alot of airlines currently use inmarsat for wifi backhaul, the connections are not the best and the bulky dome on the fuselage incurs circa 1% fuel penalty. Starlink is a massive improvement, on hardware and system performance this is just one user case.

[bazworth] 31/8/2024 15:40

“how many amplifier modules there are per satellite?”

Cannot answer that but I understand there will be many more satellites than ground stations!!

Onwards & upwards!!

[cliver1] 31/8/2024 14:23

Good article - thanks for sharing.
Wonder how many amplifier modules there are per satellite?

[bigbigdave] 31/8/2024 09:48

Filtronic lifts off with deal to supply Elon Musk’s satellites
County Durham-based technology business is ‘the only company in the world’ that can make the antenna amplifiers required by the SpaceX mogul’s Starlink network

A factory in northern England is the only place in the world that Elon Musk can find an amplifier needed for his Starlink satellites — and he now is paying millions for another batch.
The technology mogul’s ambition to fill the skies with more than 42,000 Starlink internet satellites, an increase from just over 6,200 at the moment, has proved lucrative for Filtronic.


The company, which makes parts at its headquarters in Sedgefield, Co Durham, and has offices in Leeds and Manchester, has confirmed a £6.4 million order with the American space technology player, a wholly owned subsidiary of Musk’s SpaceX aerospace group.
Filtronic now expects to beat market expectations for its 2025 financial year thanks to the deal and Cavendish, its house broker, lifted a forecast for next year’s pre-tax profit by 20 per cent, from £6.4 million to £7.7 million. The company’s year-end net cash forecast has risen from £6.6 million to £8 million.
Edward Stacey, director of research at Cavendish, said that Filtronic was the only company in the world that could solve the problem of making more powerful amplifiers for antennas without signal distortion. It also makes antennas for mobile phone masks, the military and American police and fire services.
“This deal has given us a 10 per cent revenue upgrade and the shares are up almost fivefold from last year,” Stacey said. “Low-Earth-orbit satellites came from almost nothing to represent half of the company’s revenue.
“SpaceX could not find anyone else to make this crucial part, even among all the big satellite makers in the United States. It also wants a new generation antenna that is even more powerful, so Filtronic is working on that, which will continue to enhance growth.”
Musk, 53, who also owns Tesla, the carmaker, and X, the social media platform, launched SpaceX in 2002 with ambitions to provide internet access to even the most remote global regions. The company is now valued at $210 billion and has about three million customers in 99 countries.
After an initial $9 million order in July, Filtronic won the follow-on production order for power amplifier modules to develop the Starlink satellite network as part of a partnership announced in April. SpaceX now holds warrants for more than 10.9 million Filtronic shares, or 5 per cent of the stock capital. SpaceX’s order for e-band solid-state power amplifiers will be fulfilled in 2025.
Filtronic’s expansion into the low-Earth-orbit satellite communications market began with its first significant order in January 2023.
This time last year shares in Filtronic were changing hands for 17p. They closed last night at 79½p, up 3½p, or 4.6 per cent.