Member Info for Newboy58

Hope we get a nice trading update, I just doubled my position.. They seem to have a real moat around their technology if SpaceX keep strengthening their partnership and increasing their orders. Space seems to be the new frontier and Filtronic are in a nice position to capitalise on this.

Two CEO's for a start, do they get half a wage each???

What the hell is happening, the sp is blue!

JP Morgan increased their short position to 1.7% FFS, all the time Shroders continue to sell their holding, dodgy af

It’s doing my head in now but I don’t want to sell at the bottom, the company has a great track record

Generally product reviews seem good

Well the trading update this year was the start of February so plenty of time for it to get down to 150p by Feb 2026.

The way I see it there are 2 possibilities

1. Sam was on the level, the profit warnings were due to one off events that won’t happen again and it will recover to former glory.

2. The short sellers are correct and the company is on a downward spiral, like Poundland

I think someone definitely knows something we don't...

Short positions at 2.75% now, shows they think the commentary was BS on the last trading update, I'm 30% down now, wish this one hadn't caught my eye

I don’t know what to make of it, if it’s good news why did they sneak the RNS out after market close. In the last presentation they just kept talking about what a great position they are in and cash flow positive. But here we are borrowing £1.5mil at 10% plus warrants to secure more business - losing faith tbh

I think it’s scaled back about 1 in 13 with no minimum, shame really makes it a tiny holding for me

Tbf I’m surprised we had an RNS just for that, £330k revenue, can’t imagine there is much margin in it hopefully the start of lots of chargers

Proper trading update would be better

A massive £500k sell printed at 16:44 yesterday, wonder who that was?.. 2.2% of the company in one hit

I must admit I was very impressed with the CFO on the trading update and HS was papering over a lot of mistakes from FY 2024 - maybe they are having a change of leadership to take the company to the next level...?

Interesting RNS below from this morning, do we have more news to come, am I reading too much into 'currently'?....

Altona Rare Earths PLC (LSE: REE), a resource exploration and development company focused on critical raw materials in Africa, announces that Simon Charles will step down as Non-Executive Chairman effective 31 October 2025, after over 2 years on the Board.

"Harvey Sinclair has been appointed as Non-Executive Chairman, effective 1 November 2025. Mr Sinclair is currently the CEO of eEnergy Plc (AIM: EAAS), a digital energy services company. He has held non-executive roles across a variety of sectors, including the Scottish Enterprise backed lighting technology business, Design LED. He is also a Director and Trustee of Wild Tomorrow, an NGO involved in the creation of a wildlife corridor in KwaZulu-Natal, South Africa."

I'd be concerned tbh, especially on the heels of Derek Myers selling out. Maybe they just wanted to cash in after 2 years with no return to speak of.

Very happy Harwood bought them though, of all the AIM II's they are the best, they don't just buy ad hold, they do a lot of due diligence and really get involved to the benefit of the business

They don't buy anything where they don't see at least 100% increase potential. Of course nothing is guaranteed, but they have the best batting average in the business

Harwood Capital LLP went up to 5.16% yesterday, they haven't mentioned EAAS in any interviews which would hopefully mean they are still building a position, the share price today would support that theory.

They are a great fund to follow in, very active investors with a fantastic track record

Https://www.fool.co.uk/2025/10/15/meet-the-2-stock-thats-tipped-to-outperform-nvidia-over-the-next-12-months

I did at £2.92 - That will teach me!

Yes, I don't think they can put a value to it as they don't know how many of the 47 they will get, tbf they are a preferred supplier for GB Energy which is great but the still need to bid for every job.

Like if you get a heat pump in your house, you have to use a preferred supplier to get the grant, but there are a few suppliers you can use