Added to YB: 2026-07-16
Pitch date: 2026-07-13
FTC.L [bullish]
Filtronic plc
-9.55%
current return
Author Info
Outlier Capital is where I share my highest-conviction ideas, portfolio updates, and investment research. Sign up for the newsletter.
Company Info
Filtronic plc designs, develops, manufactures, and sells radio frequency (RF) technology in the United Kingdom, Europe, the Americas, and internationally.
Market Cap
GBP 538.9M
Pitch Price
GBP 2.77
Price Target
N/A
Dividend
N/A
EV/EBITDA
83.98
P/E
137.64
EV/Sales
9.57
Sector
Communications Equipment
Category
growth
Space Data Centers Thesis (I) – 5 Stocks with Realistic Mid-term 10x+ Potential - Filtronic plc
FTC.L: UK RF/mmWave maker for LEO/space DCs, key SpaceX/Starlink supplier. Rev +121% in 2025, new US satellite wins, capacity expansion. Space data center comms tailwind. 10x+ thesis on Starlink ramp + LEO demand. Risks: SpaceX concentration, ramp execution, margins, AIM liquidity.
Read full article (1 min)