I mentioned GAW and BKS yesterday. Both fell.in the 2 days after results/confirmation of news as short term traders sold, then started rising on the third day as institutions mop up. I expect that to start happening here. |
Could have been fun if the results were terrible!!
(tongue firmly in cheek)
I'm holding very tight......
Cheers |
Don't think so. Any new contracts and this will shift. Petty sure these will come... |
Good news baked in ?? |
https://www.investorschronicle.co.uk/content/f08f4b5c-d0fe-55e4-b7ca-478160d5d05b |
Well can't please some investors even with stella results.... markets very short term these days, or trying to get the last CGT allowance out of FTC! |
Absolutely spot-on Foetus and there is a particular mention of the ‘material revenues’ from the ESA to be recognised in FY26:
“We still see LEO space payload as an exciting area for us and we have factored that into our technology road map. As a lead-in project to payload, we have a prestigious programme underway with the European Space Agency ("ESA") which is expected to complete over the next year with material revenues still to be recognised in FY2026.” |
Whale’s Tale is a fine white wine from New Zealand
Highly recommended |
There are several LOE businesses launching - Bezos has Kuiper, there's the ATST or ASTS one, I think that's different to the EU sponsored one and in the end the reason we got starlink is because low latency at these frequencies isn't easy and you don't want your multi billion project to fail because of a single component so there are good reasons to hope that FTC has one or two other whales to service. |
https://www.businessdurham.co.uk/post/filtronic-triples-revenue-and-profits-as-spacex-relationship-blossoms |
Exactly. Any bidder would need to strike quickly here.
Are you listening Elon? |
SunshineToday, you say "as today's broker note points out, time for a breather"....may i ask, what broker note are you referring to? |
5*
Filtronic, the designer and manufacturer of products and sub-systems for the aerospace, defence, telecoms infrastructure, space and critical communications markets, posted bumper Interims this morning. The Group benefitted from strong order inflow from SpaceX in the period aligned with the Strategic Partnership agreement. Revenue roughly tripled to £25.6m from £8.5m, aajusted EBITDA surged from £0.2m to £8.7m ...
...from WealthOracle
wealthoracle.co.uk/detailed-result-full/FTC/1196 |
https://www.linkedin.com/posts/filtronic_pushing-the-performance-boundaries-further-activity-7292467129117720576-orlX? |
Markets still depressed, FTC going down with the markets really. It will take a few days for investors waking up to FTC huge potential...
"Filtronic told investors there is still further growth potential in the low earth orbit market - which is projected to be worth $310bn by 2031" |
Well done to all those here who have done 5P to about a quid.
That’s the way to play the stock-market where a small investment can work wonders over time.
What has done it for you is super fast growth which is rare on the LSE.
As today’s broker note points out , time for a breather, but that opens the door to a possible bid, and new orders that must be on the cards.
For those that want to try for another 10-20 bagger. |
Cavendish have raised target price from 91.9p to 110p. |
I appreciate a lot of the news may have been priced in... but who the hell is selling on that announcement!?
Oh well good opportuntiy to lump on some more I guess. |
I’d recommend reading the latest Cavendish research published this morning.
Unable to cut & paste but it’s very simple to register.
Cheers |
Who would have thought! |
To those who were waiting for contract announcements today:
Since when new contracts are announced with Results.
Today is time for Results not contracts. |
I've added on that pullback |
Contract news!
If there had been any such news it would have been released when the contracts were signed off. Very unlikely for the announcements to be held back until 1/2 year results day!
Cheers |
Nice chance to top up on great results so I have |
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