Member Info for MIKODX

Not one announcement since April. One of the reasons we’re at an all time low. BOD just happy to collect their wages and do f…all.

One more decent contract win should take us above £3 and keep us there.

Thats a shame. My motto is you don't lose until you sell. I know things look a bit bleak at the moment financially with the company, but orders are increasing as is turnover, although at a slow place. The foundations are in place for what will be future years of sustained growth. The growth has already started and is increasing month on month.

As announced on 12 January 2026, three new US healthcare provider groups have now been integrated with EMR test ordering capabilities, with an additional three integrations on boarding in the current quarter. This additional test distribution will contribute to FY26 revenues during the second half of the financial year. FY26 full year revenues are now expected to be circa $4.0m (FY25 $3.0m). The sales pipeline that is currently being onboarded will significantly expand the EMR integrated testing footprint of kidneyintelX.dkd in 2026 and provide multiple opportunities with large healthcare systems in western and eastern United States.

The Company is also in implementation planning stage for a new large-scale integration, with an initial proposed 1,000 patient pilot in 2026 at one of the largest regional healthcare systems in the US. When fully completed, this has the potential to be one of the larger patient populations to have access to kidneyintelX.dkd, which has full reimbursement by Medicare at $950 per reportable result. Further announcements regarding this we should get in the coming weeks/months.

Things are going to look very very different for the company in the coming months and years, which is why I decided not to sell. What happens over the coming months is critical for shareholders, and will determine whether they were right to hold.

Been a good week for gold. Hopefully it continues its upward climb which in turn will have a positive effect on the current sp.

With Gold dropping to almost last years price, it's no wonder it is having a knock on effect on this Share.

A follow-up announcement now with some good news from Tempus will send a rocket up the SP.

Up and down like a mini skirt on a blustery day.

This fantastic news and another step forward for the company. It expands their addressable market. Not only can the test be used for POC testing, but it can and will now also be used for high throughput hospital laboratories, allowing the company to serve both bedside and central laboratory testing. This fits nicely with NICE who recommends laboratory-based CYP2C19 testing as the standard approach, with Genedrive's rapid test used when laboratory testing isn't available. This new product means Genedrive can participate in both parts of that pathway. Excellent news.

More like sub £2 the way this is going.

There’s been a sea of buys when it dropped below @240. Looks like a lot support at that level. Hopefully we can get a nice bounce up off it.

Within the space of 4 minutes it climbs from 237.50 to 247.50. That gives you an idea of how volatile this stock is.

Aclay47 - Yes Valient Capital took out a meagre short position of 0.75% earlier this month. If they were smart they would close out now, because if any positive news comes in they could find themselves back in the red if it starts climbing rapidly again.

Seems to have bounced @245. Will the climb continue or will it drop again down past @245? Well, current levels gives us a MCAP of 560M. With fundamentals, potential, and market sentiment, is 560M under or overvalued. The answer to that determines whether this goes up or drops back further.

Well, the support @260 has been broken. Will it drop to the next support @200, or will it bounce back up from here? I’m sure we’ll soon find out. Holding firmly.

We were told that the application would be submitted by end of June the latest, which means we should hear something by Tuesday the latest. Let’s see if the BOD hold true to their word, going from past experience though I wouldn’t hold my breath. Hopefully having DN onboard changes that.

Anyone that believes that news of the FDA application will rocket the sp is sadly mistaken. How does submitting the FDA application rocket the sp? We might get a slight lift but nothing substantial. The only thing that will lift the sp rapidly is when the application is approved and we actually selling in the states. By my calculations and knowing how the BOD operates, we’re still at least 18 months away from approval. However, if the application is submitted and expansion grows in the UK this will give the sp the lift we think it deserves.

Easy to talk negative on the company when the sp starts tanking, but when it turns around and starts climbing rapidly again, all of a sudden those same ones will start praising the company, saying what a great stock it is to be in. Human beings are very fickle sometimes, for some it's most of the time.

However, fundamentals hasn't changed with the company, in fact they are currently going through a phase of substantial growth. In case anyone has forgotten, this should jog your memory:

Outlook

• Filtronic has entered the second half of FY2026 with a record order book, increasing customer

diversification and strong engagement across its core markets.

• Growing visibility and quality of revenues, with approximately 90% of FY2026 revenues

covered by contracted orders, providing strong visibility into H2 and beyond.

• After a good first half, with strong momentum in the business, the Board remains confident

in meeting current market expectations for revenues and EBITDA for FY2026.

Nat Edington, Chief Executive Officer, commented: “The first half of the year demonstrated the strength of Filtronic’s positioning in markets where performance, reliability and security are mission critical. Demand across our space, aerospace and defence markets remains robust, and our focus on high-frequency RF technologies continues to differentiate us with customers operating in the most demanding environments. With a record order book, increasing customer diversification and the business now operating at greater scale, we have entered the second half confident of continuing our planned growth.”

As at 2 February 2026, the Board understands that market expectations for FY2026, based on published analyst forecasts, are for revenue of £55.5m,

within a range of £54m to £56.9m and EBITDA of £10.9m, within a range of £10.1m to £12.0m.

With more inevitable big contract wins, growth could be sustained for years to come. Where the sp flattens and settles is anyone's guess, but right now it's one helluva ride with the daily wild swings.

2buyor2sell - Not sure where you read that but that is incorrect. Space X have not decreased their orders with FTC, in fact it's the opposite. Over the last couple of years they've signed a series of large contracts with Space X. In 2025 they signed a $32.5M contract and in 2026 a $62.5M contract. With the recent IPO of Space X there's a good possibility that another big contract could land on the table. Remember Space X is not their only big customers. There's a couple of major European defence customers as well defence and radar contracts with Starlink and Oneweb to name a few. Plenty going on at FTC and the pullback is to be expected with uncertainty in the ME, and the recent rapid climb up.

The Technology sell off in the US has had a negative impact on the sp today. A contract win is always a good thing for the company no matter how small, and this one is one of the smaller ones. Be interesting to see if it creeps back up tomorrow or falls further back. Holding firmly.

The Technology sell off in the US has had a negative impact on the sp today, as well as a slump in the price of gold. Once gold picks up, so will this share.