Member Info for shuttts

"No point lifting the dividend if the SP craters" - what exactly does the dividend have to do with the movement of the share price?

...any predictions?

I'm hoping they're going to be back to growth nd the share price gets a leg up, but who knows???

£15 million share buyback is quite large vs market cap of £226 mil. It's 6.6%.

What do you all make of those?

I wouldn't even want to guess at what price this will end up at, but I'm pretty sure people are going to look at it and think it's insane.

It'll be way detached from any fundamentals, becuse when the uber-bullish feeding frenzie starts, and all the yanks pile in too, it'll have nothing to do with profits, etc, but it'll all come down to supply and demand for the shares, and I'm 100% certain that the demand is going to far outstrip supply.

I know this will sound completely nuts, but I personally am confident we'll see £8 by then end of this year. And possibly a lot more.

Have a good laugh, etc, but I bet if you re-visit this post at the end of 2026 it won't sound so whacky a prediction.

This is exactly what happened to Filtronic in the past (as I went through in a couple of posts a while back) during the time they were involved in the mobile network rollout.

This time, with it having musk & potentially Bezos's names attached to it, and it being space, the next big thing, and the spaceX IPo, and the product this time being way more complex & costly, etc, etc, etc....

I can see the share price becoming totally detached from the numbers, and similar to during the mobile era (when the share price rose from £1 to £24) the share price reaching numbers that will be completely unimaginable right now.

It feels the same today as it was when I worked there back then. It's Deja Vu all over again.

Oil has now exceeded $100 ($104 currently, to be exact).

What a clusterf*c* Trump has created.

Revenue up 10%; EBITDA up 15%.

Pretty impressive.

I hope you're wrong as well, I hold a lot of these (by my standards) because I truly believe it is significantly under priced.

It's actully slightly below the bottom of the ranges. 107 - 112, and 23.5 to 25.5.

Not trying to be pedantic.

The only fly in the ointment is that they had in the interims predicted revenue of at least 107 million (so missed that) and 23.5 million editda (so missed that too).

So what do you make of that then?

Revenue up, editda down (but due to one off factors & slower consumer spending), but expecting organic growth this next year, AND an aquisition for 1.4 million.

Sounds pretty good to me!

I didn't see this article before:

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

Just to expand on my last post...

Back when the Telecomms (mobile) network rolled out back in the 90's, Filtronic were, as now, pretty much the key supplier for RF components for the network, the difference was that those components, while not easy to produce, were child play compared to what they're producing for satellites.

Take a look at the historic share price chart for what happened to the share price when the rollout really took off.

Being the sole supplier for high value components that are critical to a huge, high value project usually have a very positive effect on the share price, it often detaches from reality.

Not saying that will happen again, but it feels very much like history repeating to me.

I used to work for them so perhaps understand the products and market a little better than most people.

For me the most important information in the interim is the GaN and the progress into V & W bands, since these will unlock access to markets worth £Hundreds of Millions (at least) to Filtronic.

What you have to remember is that producing the kind of equipment Filtronic make for these frequency bands is notoriously difficult.

You couldn't just open a company tomorrow, employ a load of top notch engineers, and start competing with them, it's the years of know how and capabilities, plus being at the head of the pack in developing this new stuff that will put Filtronic in pole position for what is going to be like the Telecomms roll out back in the 90's, but on a significantly higher value scale.

IMHO.

Looks okay to me - no nasty surprises, no super positive surprises, just doing what they said it would.

Wonder what Mr Market will think?

You'd imagine so wouldn't you? It seems to me that the customer who went bust a bit of a downgrade have hammered the share price, and for me, looking at the numbers, it's been significantly over done.

I'm hoping that I'm right, and that sales will be ahead of market expectations, and profit much better since online sales provide a much better margin.

If that's the case, then I think there'll be a very large upwards correction.

On the flip side, if I'm wrong and the numbers are lower, then God only knows how badly the SP will get hammered - although a large part of that assumption may already be priced in, hence the detachment from current reality - the SP perhaps reflects future expectation rather than current financial status.

Looking at best sellers on Amazon for makeup kits - some of w7 products are in top spots, some give an indication of volumes e.g. over 3K+ sold this month, but on the 6th spot - if you click that, it says about w7 "top brand, 100K+ recent orders for this brand."

I don't know how that compares to previous years, but compared to rivals - we have 4 out of the top 6 spots, and 100K+ recent orders through Amazon alone is not to be sniffed at you'd imagine.

Sorry - forgot to say - I speak to a LOT of people each week, and their reasons for not wanting to donate, is that they donate at Christmas with what they'd have spent on cards.

Although this is purely anecdotal... I work for the fundraising part of a charity, and the number of people who don't buy Christmas cards anymore has increased quite significantly.

One of the main reasons people give me is that it costs too much to post them, so if they do send any, it's a handful to close family only.

Perhaps times and behaviours are changing.