Member Info for johnam

I guess this is more utility-

https://www.bbc.co.uk/news/articles/cn8pn4l03r7o

For what it's worth, AI said- The drop in Filtronic (LON: FTC) shares just after the market closed yesterday was driven by an institutional block trade of roughly 450,000 shares. A major shareholder, such as the Dowgate Group, offloaded a portion of their stake, forcing the shares through the closing auction at a noticeable discount to the day's peak prices.This after-hours sell-off happened amidst several broader market headwinds

Starship V3 is critical to SpaceX's future plans, including deploying larger, more powerful Starlink broadband and direct-to-device satellites and for the Human Landino System lunar lander it is developing for NASA's Artemis program. SpaceX emphasized the importance of Starship V3 for those and other plans such as deploying orbital data center satellites, in its initial public offering prospectus filed May 20

Https://www.spacex.com/launches/starship-flight-12

Starlink 12 launch seemed to achieve the 20 Starlink Satellite simulater deployments but not recapturing the launch vehicle.

This all about altitude sickness; FTCshare price peak, Space-x IPO hype nerves and Starship test flight worries. Plenty of upside to go yet 😁

IMO

From AI- A successful Starship V3 launch would further act as a strong positive catalyst for Filtronic (FTC.L) shares. As a critical supplier of RF (Radio Frequency) and microwave technology for SpaceX's satellites, Filtronic benefits directly from increased orbital payload capacities. A successful debut of the V3 megarocket accelerates mass deployment of the Starlink network, which historically sends Filtronic's stock soaring.

Possible Launch 22.30 GMT .

Maybe HL are like the snoty nosed girl and sent it away, like her wee brother with the cake!

Not got my exceedingly good divi thro' either. HL say they normally credit it on the same day...long nose ??

So pleased to see your expression of gratitude before you leave us. I'm sticking here and with HCM for my rollercoaster ride. I'll miss your superb posts

As an infrequent poster...I bought in here because it was top of Slater Growth fund at about 9% of their portfolio. It now mo longer appears in their 'top 10' and I'm not sure why. They sold a chunk when it topped 10% of their portfolio but that was just a policy sale, not to hold more than that of any stock. But now they've gone -why?

This board has turned de-mob happy. So,does this turn Pfd from prey to predator? Does Colin Day bow out and pop on the slippers, job done? Does Pfd internationalise its autumnal and Christmasy offering for all year round sales or seek to build a summer range? Can it hold the new home-cooking market or develop a range of snacks and nibbles for pubs, cinemas and airlines? Where's the excitement going to come from now?

I've been in here for a long long time. I bought when PFD were in aquasition mode and highly geared b4 the 2008 crash. RHM was a big deal to swallow and then the crash came and Pfd was caught with its pants down. Share price dropped from equiv of £17. I know they have flogged RHM, Quorn , Fray Bentos et al but I think now that they have crept out of zombie mode and show potential with the return of a sensible Board. I know past performance isn't a guide to future and Kallumama will shred my 'analysis' as superficial but I think this Co. has real upside. I think they're trying, Butter Chicken tempted me and I even bought Butterscotch Angel Delight the other day and really enjoyed it as a retro pud. Just need to replace the anaemic Kipling packaging with rich tempting indulgent colours!

I call them my Premier years

A big thanks K for all your research. I'm just a retired ham playing the stock market for a bit of fun. I do a little reading around and speculate on what seems a good bet. As you will know, the market isn't very transparent to a layman but sometimes one calls it right and get a bit of a buzz from the success. Your generosity of time and information is a first for me on any message board, usually chat ranges from jargon chats, speculation and platitudes to hair raising abuse and wild ramping and de-ramping. Good on you for some honest decent work and sharing. ps I'm familiar with a lot of the La Doria labels in Lidl

Seems to me the Coast Capital proposal stinks. Closer to asset stripping FGP and leaving an indebted rump of a zombie company rather than a healthy, well financed company with prospects. I'm with the board and staying here long term.

I think the issue here is uncertainty. The market hates it. Once the deal is voted thro' (or not) and the distribution of the money decided, the price will rise to Jeffries' 100p. I've topped up.

Having slept on it and looked at Jefferies broker rating, my conclusion is the disparity between the current price ~73p and the rating ~100p is 'uncertainty' ; the market hates it. Once there is a vote and clarity on how the deal will be structured (or not) the price will recover. I topped up this am.

Not heard of suggestion of a rights issue'?

Maybe Soutar and Gloag are stepping back from the onslaught of the Easdale Brohers, McGills Busopreneurs.

I'm musing that the price drop relates to the, yet to be announced, special dividend qualifying date. If it is announced that it is before today the share price would reflect this. Interested to see the RNS.