Primary Recommendation

Filtronic - Massive potential from Massive MIMO

September 2018

Investing in shares may lose you all or some of your money. Past performance is no indication of future performance. Some of the shares recommended here may be small company shares, which can be relatively illiquid and hard to trade and this makes such shares more risky than other investments.

It does surprise that most of those investing in technology shares often only have the sketchiest grasp of what a company does. I remember writing about WANdisco (WAND; 955p) a year ago and at the time I felt nobody really understood what the business was about. There was a dearth of analyst coverage and the few journalists who attempted to cover it only had the vaguest notion of its products. Who can blame them? Behind WANdisco’s products, scientists and researchers were proving what it did mathematically and through simulations but it was clearly beyond the ken of many. That’s why I have this month decided to look at Filtronic, a supplier of cellular equipment for mobile phone base stations. Not many presently understand &l ...

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Market Comment - September '18

StatPro - Changes sales model to per-portfolio basis

Filtronic (January 2019)

Filtronic (November 2018)

Filtronic - Shares surge on contract wins (October 2018)

Filtronic (March 2018)

Filtronic (September 2017)

Filtronic - Trading ahead of market expectations (July 2017)

Filtronic - Panmure sets 29p target (January 2017)

Filtronic (November 2016)

Filtronic - Expects significantly improved margins this year (September 2016)

Filtronic (July 2016)

Filtronic - A fourth big order from its Tier 1 customer (June 2016)

Filtronic - Several orders from Tier 1 supplier (May 2016)

With small companies there is an above average degree of risk compared to buying blue chips. Please be aware that we have not assessed the suitability of any of these investments for you. The newsletter simply states a personal view and diarises the editor’s investment decisions. Please speak to your stockbroker or other qualified individual to ascertain whether any of these companies mentioned would form useful additions to your own portfolios. Past performance is no indication of future success.

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