Member Info for sheltie

SpaceX own 15% now. . . ATB

As you allude to, there is no way any Private Investor here, or anywhere else for that matter, could possible know that. You'd need to be a Fund Manager or some other City Bod, to 'maybe' hear something on the grape-vine; while supping on your lager after hours, in All Bar One in Finsbury Square! ATB 🤑

Nas-k - "or even better nasdaq."

I'm 1,000% with you on that! Just imagine, what the share price would be today!? $30++. . . 😭 😲

ATB

I posted this on December 11th:-

"We are consolidating nicely here, while also finding some stubborn resistance at £1.40. This however, will be defeated and then, we 'should' proceed to c.£1.70 once again". . . Well, at this point at least, it's looking that way, I'd suggest?

'Technically' speaking (which is NOT some sudden change in FTC sentiment (very unlikely) or nefarious AIM listed violent share price swings!!), unless some left of field RNS is published here (unlikely), then we 'shouldn't' be seeing £1.40 again. My 'suspicion' is that it was manipulated down, to allow some large players to buy discreetly, over a couple of months. (a) it's discreet and (b) it doesn't cause too much +/- share price volatility. So you can see why they do this - especially on AIM which is very well-known for its frequent 'mood' swings!! It's often referred to as 'The Wild West' and for good reason! On that point, I would much prefer to see this on the main market myself. Yes, it's more onerous, but overall it has far more credibility.

Ho Ho Ho

Just to be clear here; Musk needs FTC too, so it does work both ways. With every passing quarter his % contracts are being eroded in terms of overall revenue. The RNS's make the point pretty clearly, that they don't wish to be exposed (or viewed) as as a 'one trick (SpaceX) pony'. But they had to start somewhere and yes, Musk's business has been hugely beneficial to FTC.

Hopefully, further contract wins from other large customers, in different sectors (as per todays' contract win), will continue to go from strength to strength - leaving FTC with much more band-width and parity, in terms of its customer base.

Things are looking very promising for FTC. . . ATB

My best guess, is that it is with BAE.

Either way, is it just me or do others feel like this is building a real head of steam, for 2026?!

Another Excellent Red 🔴 Day! 🏆

LOVE this bit. It's not often that you will see a comment like this, committed to press. . . .it is a very bold statement! 🤩

"The group is still in an early stage of development,' said Mark Watson-Mitchell at SQC Research, 'its potential is ginormous"

Here you go. . .superb publicity!

https://www.thisismoney.co.uk/money/markets/article-15380735/British-satellite-firm-Filtronic-sees-value-soar-192-landing-SpaceX-deal.

Good strong recovery today, after a perfectly respectable update. Nothing flash - just good solid progress.

Have a good weekend all. . .ATB

100% agree.

A great video - and a cracking endorsement of all that we also believe in and have invested in.

2026 looks exciting from where I'm sat!

"With strong commercial momentum, a robust order book and an organisation scaling effectively to meet a growing pipeline of opportunities, we remain confident in delivering against market expectations for the full year."

Good, solid progress being made by Filtronic. Bodes very well for 2026 🫡

While it might (and quite understandably) look like we are currently going nowhere; it's worth remembering, that only a couple of months ago we hit £1.20. We are consolidating nicely here, while also finding some stubborn resistance at £1.40. This however, will be defeated and then, we 'should' proceed to c.£1.70 once again. That said, I have my eyes on the £2.50 to £3 mark in 2026. Which I feel is realistic and not some silly PI ramping number. FTC remains by far my largest ISA investment and I'm personally happy with its trajectory.

My FTC analogy is: Big strong trees (and plants in general), grow from the root - and this takes time! Weak trees and shrubs grow fast with ensuing weak roots - they then die equally fast!

We wait. We Prosper. ATB 😃

Kroger's $350 million payment to Ocado is a mixed signal: it's a positive cash injection and shows the existing partnership is valued, with continued operations in other sites and new tech adoption. However, it's also a negative sign for future growth, as Kroger is scaling back its ambitious US warehouse plans due to economic pressures, raising concerns about Ocado's broader US market potential and profitability, with some analysts questioning future partner signings despite Ocado's optimism.

Three Bad Signs (for Ocado):

Reduced US Ambition: Kroger is culling four planned CFCs (three closing, one cancelled), reducing the potential for large-scale, future revenue from this key partner.

Economic Reality Check: The pullback highlights the high costs and complexities of Ocado's automated model in the US, making future partnerships harder to land.

Profitability Concerns: Ocado has struggled to profit, and this setback raises doubts about its ability to scale profitably in the US market.

If Kroger are prepared to pay that kind of hefty penalty,then it shows you poorly they view the robotic technology being offered.

The rest is just the CEO 'talking it up'. . . . The problems have gone nowhere. Today is just an 'up' day; they happen every now and again for Ocado.

That was never a good RNS. Quite worrying in fact.

😉

GGEKO Having a great day here, on 'The Entertainment Channel'! But, on a more serious note. I have never seen a Board, where SO many people have failed to cut their losses or even have a stop-loss in place. Many are down over 80% here with no chance of recovery; which is just naive and silly. And yes, Toffers tends to massiveley ramp a share that she has just bought in to - and then vaporise, so nothing new there!!! Have a good day Sir! . . .

And changing your name to QF10 seems a bit extreme too qantas. . .

Please don't. Unlike you, I'm not losing even more money today. Ocado is a Car Crash

Yes, we'll take that! 👏👏👏

Thanks, I'll look into that, as it's driving me NUTS! 😱 🤪