Member Info for sheltie

Https://www.theguardian.com/business/2026/feb/26/ocado-failing-deliver-potential-uk-technology-hopes

Https://www.bbc.co.uk/news/articles/c20l1wqw705o

Ocado has much bigger problems than Shorters; it's a far more complex (and worrying, if you're a holder) issue that is playing out here. . . .it totally wasted its (technology) competitive advantage. Terrible mis-management.

Https://www.thisismoney.co.uk/money/investing/article-15599833/As-Elon-Musks-SpaceX-merges-AI-firm-shares-rocket.html

So, with the exception of the odd meaningful retrace (those that panicked and sold, will be kicking themselves now), I am very happy with the way that FTC 'moves'. Far less volatile that the vast majority of AIM listed stocks. In fact much more akin to a main listed share in my opinion. . . .

"Consistency is better than Intensity" as they say!

ATB 😃

Nas-k - Can you share the contents of the FT article at all?

Can anyone show this article, as you need to be a Subscriber to view it?

Thanks in advance, if you can help...🤩

Not sure how much 'pitching' will be required (like none!), given the massive fees that they will earn, when they push for the largest possible valuation, that they can get away with! They will be begging Musk to be involved in his IPO!

For those not aware, the Investment Banks tend to charge a percentage of whatever the Company floats at! The higher the better! Aston Martin opened at £10 on IPO day. It fell away sharply on day one, and now sits at just 61! Ouch.. . . Not that the Investment Banks that advised, will care!!! 🫢

Irrespective of that merger, FTC is most definitely a takeover target - in my opinion. . .ATB 🫡

Recent broker activity in early 2026 has shown a positive trend for Filtronic (LON:FTC) share price targets following strong Interim results and sustained growth, particularly in the space and defence sectors.

Key Broker Target Price Updates (Feb 2026):

Cavendish: Increased its target price for Filtronic to 225p, representing a significant premium based on projected FY29 EBITDA.

Berenberg Bank: Reaffirmed a "Buy" rating with a price target of 213p.

Factors Behind Target Increases:-

Strong Performance: The company is reporting strong 1H25 results, with Cavendish previously lifting forecasts based on increased revenue and profit expectations.

Key Contracts: A major driver is the ongoing partnership with SpaceX for Low Earth Orbit (LEO) satellite network ground stations.

Record Order Book: Over 90% of expected FY2026 revenue is covered by contracted orders, providing high visibility for continued growth.

Growth Potential: Analysts view the company as having significant long-term growth potential in the space and aerospace sectors, leading to raised target prices.

Despite lower Interim profits reported on 3rd February 2026, due to increased investment, the company is still meeting or exceeding market expectations. As of 3rd February 2026, the consensus for the share price remains a "Strong Buy" among covered analysts. END

And a little more light reading, for you all!

https://www.fool.co.uk/2026/02/03/could-filtronic-shares-be-the-next-rolls-royce/

Https://www.thisismoney.co.uk/money/markets/article-15522833/Satellite-specialist-Filtronic-sees-profits-slip-despite-record-order-book-SpaceX-deal.

.....Are leaving me somewhat underwhelmed. The numbers are fairly workmanlike and the rhetoric, feels a bit subdued?

Maybe it's just me, but. . . 🤔

Filtronic (FTC) has a strong analyst consensus as a "Strong Buy," driven by its rapid growth in defense and space markets, significant contract wins (especially with SpaceX), and strong financials, though some sources note high valuation multiples and potential volatility, suggesting it's a "red-hot" stock with high expectations. Technical indicators also lean towards "Strong Buy," with positive signals from moving averages and RSI.

Reasons to Consider Buying:-

Strong Growth:- Revenue & profits are surging due to increased demand in the Defense and Space sectors; with projections for significant

increases in the current fiscal year.

Space & Defense Focus:- Operates in fast-growing markets, supplying components for SpaceX's Starlink and major defense programs.

Favourable Technicals:- Moving averages and other technical indicators suggest a "Strong Buy" outlook.

Financial Health:- Has a healthy Balance Sheet with cash, providing flexibility.

Analyst Sentiment:- Multiple Analysts rate it a "Buy," with positive price targets and upside potential.

Well, we will know a lot more + have a great deal more clarity, by this time tomorrow! Fingers crossed for the Interims. . . .ATB :)

Article published today, regarding the previously mentioned expected (June) flotation of SpaceX. . . .

https://www.thisismoney.co.uk/money/markets/article-15506649/Planets-align-Musks-1-trillion-Space-X-float-ahead-billionaires-55th-birthday.html

Hmmmmm - just as I had suspected.

That spike was, what I refer to, as a 'false UT' on Friday!! I did think that it would be reversed-out this morning - and so it has . . . .

Oh well, onwards we go!

Futures are currently showing as up by about 15 points.

So it will be interesting to see how FTC opens today, as that was an odd UT at the end of play on Friday.

Either way, it's fantastic to be so close to £2 already; so fingers firmly crossed for more 'momentum' this week. . . .

ATB :)

I am very much looking forward to the welcoming warm embrace of £2. . . .

A matter of time - only.

ATB :)

Good spot Nas-k

My TP is £2.50 to £3 this year, as I posted here many months ago. In my opinion, £2 is now a 'when' not 'if' - at which point (£2 being a nice, big fat round number!) I expect it to stutter. How long that takes £2's to reach doesn't trouble me, as I am firmly fixed on 2026 as a whole.

But again, in my opinion, this is now a 'momentum' stock; so we should be smiling from ear to ear, by the end of 2026. . . ATB :)

. . . so sit back and don't panic, when the 'handbags' stuff happens (orchestrated by the Market Makers for certain) and watch your investment grow, throughout 2026.

Don't even think about top-slicing, taking profits, etc. etc. - as it's only January 13th and you will regret it.

This will close much higher - by the end of this year. . . 🫡