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Writer's pictureMark Watson-Mitchell

Filtronic (LON:FTC) – Ready To Break The Pound Barrier

At the end of last month this designer and manufacturer of products for the aerospace, defence, space and telecoms infrastructure markets, announced another Contract Win from SpaceX.


There is a growing demand for the group’s E-band solid state power amplifier modules to support the ongoing deployment of SpaceX's Starlink constellation which provides high-speed, low-latency internet to users all around the world.


A week ago the group announced that it is to relocate to a new purpose-built, state-of-the-art operational site, facilitating a significant expansion in both capability and capacity.


CEO Nat Edington stated that:


"The increased manufacturing footprint and enhanced testing facilities in our new building is critical to the successful execution of our strategy.


We have reached a point where we have outgrown our existing building and are excited to move to a new facility that is purpose-built and meets our needs to give us the flexibility we need to continue growing our business."


Analysts Edward Stacey and Kimberley Carstens, at Cavendish Capital Markets, are estimating that the current year to end-May 2025 will show £40.5m (£25.4m) in revenues, with adjusted pre-tax profits more than doubling to £7.7m (£3.4m), lifting earnings to 3.2p (1.4p) per share.


The group’s 2024 AGM is due at the end of next month, when we should be getting the latest Update.


The brokers have a 91.9p Price Objective on the group’s shares, which are now only 77p and looking more than capable of breaking the 100p barrier.



(Profile 04.02.22 @ 11.6p set a Target Price of 14.5p*)

(Profile 04.01.24 @ 21p set a Target Price of 24p+*)

(Profile 26.06.24 @ 67p set a Target Price of 80p*) 

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