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The sp does seem to be motoring now but a billion £ company?. That equates to £4/share. I know the management have been beefed up in addition to the new increased production facility, but does FTC have any serious competitors? Not something I've considered so far, given that they are Musk's preferred option.

Would anyone like to profer predictions on the ultimate value/share price of Filtronic?

I've been in since covid at 9p and have seen a transformation to the company since then. The new facility in durham must have a large production capacity (not sure what size it has in US) and it seems to be wrapping up the space market (and nibbling at defence which should grow, although not sure by how much) so I'd like to have an idea of potential sp or takeover value. Serious thoughts please...

3 director buys this year...maybe we will be rewarded in 2025?

Why would anyone take your advice with any seriousness when you can't even bother to do basic research - filtronic have a manufacturing base in Maryland. Go back to primary school and refrain from ludicrous 'shorting' posts.

Silver at $34 and Trump causing global chaos means Fres should hit £10+ very soon...only drag is the Mexican president's politics and unlikely threat of nationalisation

I was a bit concerned that Filtronic's future had too much concentration in the space sector, but after Trump's tv show with Zelensky I think it could be an area that will expand greatly. See EU rival to Starlink being talked about (not to mention Orbex, the UK e's effort). And even if Musk doesn't like the competition then he may decide to bid for the company, which will still be a win-win for the sp. Overall, it has to be a strong buy, which is quite unusual for UK small caps at the moment.

Topped up again today as I can't see any reason for recent dramatic fall except for idle speculation and market malaise (due to a lack of company info). Still have high hopes for this stock by end of 2025 (tbh I have been repeating the same over the past 2 years) but it does seem they have decent people running the show now and are consolidating the manufacturing base in US. Not unduly worried about the pension situation as that is extremely long term debt. Hopefully a good trading update will convince the market (and other traders/directors) that the value of the company is very much undervalued (which it is).

Defence orders would be welcome to dilute reliance on starlink orders. Shares in major defence companies up today so smaller companies like ftc will hopefully go up too!

Bought at 8p and still think this share has legs to £2

Up 18% by lunch - got to be trades based on inside info so expect good results on thursday!

So glad I have 60% of my portfolio in Car

Interims and presentation on 5th December... it will be interesting to see how the sp will react until then. Things looking good for this year (ongoing rationalisation within plastics division and rising demand for aircraft cables). The Trump tariffs might have no effect (extra US production offset by higher USD) but these figures due shortly might set the tone for Carclo's future - C*ckney Rebel seems to think so with his 2 x share-tip as does Schroders with a 19% holding. I've topped up at 32p in anticipation (even in this moribund market) and hoping for a higher sp in the 40s in the run up to New Year.

I would add that if the market is impressed then 2025 could easily see a doubling of the sp.

Interesting you mentioned Carclo as ftc and car comprise 75% of my portfolio (bought in 9p and 6p respectively). Car recently tipped @ by C*ckney Rebel and both up x6 & x8 redpectively, with a lot more to go in 2025 as they have huge recovery & growth potential (and both with robust exposure to US market).

This had to happen sooner or later as Trx is a minnow in a pond full of much bigger fish. It makes sense for the business to be bought up by a US rival and it's hardly the only Aim company putting itself out to be bought up. 65p is still cheapish so I've added.

Trx is similar to other aim stocks (such as Tide for example) in that you buy and then wait for a year or three - for a takeover approach.

It will happen to Trx but the watchword is patience.

In reply, I don’t think the FT has much interest in peddling a strong political agenda and the fact that a rumour has emerged of an increase in cgt in tje budget speaks for itself. Anyway - it dipped under 30p friday and today had a 9% bounce, so lucky for those who thought like myself!

Front page on FT says company execs are selling to avoid cgt ahead of the budget - in which case, Car and many other smaller shares which have had really quite sizeable falls are genuine bargains at the moment (that is, until the end of the month!).

sp at 31p today suggests a number of speculative betters following ****ney rebel have left the building…but we could expect a drop to 30 or under to trigger a buying spree as the drop from 40 has been very much over-done and only a reaction to bad-news-october, as there has been no company news.

once again i would recommend car as a super buy especially on a 1-2 year timescale.

I've been recommending these since covid and hold 250k shares. Since Doorenbosch took charge things have gone very well and as long as he stays then the sp will easily exceed the 51p (the price the old guard, Nick Sanders & Phil White bought at). A new contract to replace the lost one would see the sp jump massively (are the current suppliers of epipens able to meet future demand which is anticipated to be huge, worldwide? I doubt it) . Maybe Schroders has some inside info. that us ordinary punters don't, but a 19% holding is extremely reassuring and definitely a strong buy even at 40p.

As a long term holder (I bought all my shares at 8p) I'm tempted to sell and take the 10 times profit...but something tells me that they could still go higher. I'm referring to the new premises coming on-line early 2025 which will double production capacity, plus new space and defence orders and repeat orders for upgrades (I think I read somewhere that bits of the space kit could be upgraded after 3 years).

Question is, will the sp drift or will it hold steady more or less. I'm inclined to the latter and encouraged it's holding above 70p. If it can do this until Christmas and the new facilities aren't delayed then it's a given that it will exceed £1 in 2025

I've topped up too. It's a sit and hold share until profits jump or a takeover is in the air!

On a short term view Tide is hopeless but on a medium to long term its double-yer-money: a repeated bid is likely with a couple of years so my plan is to add on weakness and to hold for news of a bid…easy money if you have spare cash (and with interest rates expected to fall)