Geoff Wearmouth

Rubber keyboard fondler. Click link for old ZX Spectrum website.

[Geoff Wearmouth @warmtoffee]

Based on Warmtoffee's latest tweets, the user seems to be very concerned about the corruption and mishandling of the UK's Domestic EPC Register. They are actively sharing information and calling out government officials for their involvement in the cover-up

[N Khal @nadeemkhal73]

Filtronic🏆🎉👏

[Geoff Wearmouth @warmtoffee]

This was a really smart move by John Healey, Secretary of State for Defence

[Coffee House Stocks @CoffeeStocksGuy]

New deep-dive: Filtronic ( $FTC $FTC.L) - updated thesis, June 2026.

The company that ran 114p → 480p. The only company that can mass-produce the high-power GaN E-band amplifiers Starlink needs to get data from space to the ground.

The easy money's been made. So the real question now:
→ Can they repeat the E-band monopoly in V-band - where the market isn't a few thousand ground stations, but tens of millions of dishes?
→ And with SpaceX going public June 12 at $135 ($1.77T), is FTC the cleanest listed proxy on the trade - or already priced for perfection?

Full breakdown inside: the monopoly, the TAM step-change, the flat FY2026 reset nobody's talking about, and what the IPO really means for Filtronic. 👇

[Geoff Wearmouth @warmtoffee]

#FTC Chronicle
https://t.co/GH3m4MAEOJ

[Geoff Wearmouth @warmtoffee]

Northumbria University also has links with the Sedgefield Science Park and gallium fashioner Filtronic.

https://t.co/ujau94XWOh

[Geoff Wearmouth @warmtoffee]

Ferrari and Apple designer Jony Ive graduated with a BA in Design from Newcastle Polytechnic (now Northumbria University) as did Rick Dickinson who designed the ZX Spectrum.

[Geoff Wearmouth @warmtoffee]

This was a really smart move by John Healey, Secretary of State for Defence

[ABerry 🇬🇧🌹 @LabourBerry]

The Government has taken over a North East semiconductor factory near Darlington after fears that its closure could leave projects for the MoD in danger.

Its acquisition by the Government has saved 100 jobs. The plant will be renamed as Octric Semiconductors UK.

[Geoff Wearmouth @warmtoffee]

@nadeemkhal73 This American YouTuber, ZIpTrader, will soon have a million subscribers. I think he created the hump in the Filtronic curve after the US opening bell on Friday, gone. #FTC

[N Khal @nadeemkhal73]

For anyone new to Filtronic there's a recent Q&A by the Head of Marketing at Filtronic
https://t.co/JC67O50xM4

[N Khal @nadeemkhal73]

#FTC $FLTCF Filtronic

[Mark Sweney @marksweney]

Arm boss in line for billion-dollar payday if chipmaker hits targets https://t.co/TlYl0JQAOZ

[Geoff Wearmouth @warmtoffee]

Here’s the top share on the London Stock Exchange over 5 years. Filtronic $FTC

https://t.co/VsxRHoo7rM

[Coffee House Stocks @CoffeeStocksGuy]

Starlink just signed 3 of the 4 largest US airlines. 2,300+ commercial aircraft. $FTC Filtronic makes the E-band GaN amplifiers inside Starlink's RF infrastructure.

$62.5M contract signed August 2025. $115M+ cumulative.

SpaceX holds warrants over 15% of Filtronic's share capital. Exercise prices at 33p and 92.8p. Stock trades at 410p.

Those warrants vest on supply volumes. SpaceX is structurally incentivised to keep placing orders - they're not just a customer. They're a partial owner of their key RF supplier and are sitting on a 1,100% return.

SpaceX could exercise these warrants tomorrow and hold $160 million in shares.

2,300 aircraft is a direct demand multiplier for that stack. SpaceX roadshow hits London in 11 days.
$FTC $SPCX

[Geoff Wearmouth @warmtoffee]

@DavidNStocks1 Filtronic first joined the FTSE250 index in the 1990s.
The company’s website has a fascinating history section how they progressed over 50 years. Exciting reading. #FTC $FLTCF

https://t.co/x7CSXwI4E4

[Geoff Wearmouth @warmtoffee]

John Kerr’s amazingly compact Z80 disassembler code was published over four months in the SUBSET pages of Personal Computing World in the year 1987. Editor David Barrow even managed to make the Z80 routine one byte shorter.

[Geoff Wearmouth @warmtoffee]

This is the most useful ZX Spectrum Screen. It works on any 16K, 48K, 128K model and variations like Timex, Amstrad, Microdigital.
You can switch in the Interface1 ROM as the screen is entirely self contained. You can disassemble John's code at $5100 or any game. #u3 #Utility3

[Geoff Wearmouth @warmtoffee]

If you subscribe to Apple News+ then the March story of the SpaceX visit to Filtronic (FTC) at Sedgefield is here.

https://t.co/X4tVJEZDz0

[Geoff Wearmouth @warmtoffee]

A good, upbeat article in the Telegraph on 8th March 2026 available on AppleNews and other outlets.
Filtronic, Sedgefield has 165+ employees who benefit from a discounted share scheme.
They can triple their annual pay by investing in the company.
They are often checking the price on their phones.
Of course if something goes wrong then they will be the first to know.
There would be a mass sell-off and the share price would unexpectedly plunge.

Thankfully no bad news from Filtronic. 🚀

[Geoff Wearmouth @warmtoffee]

This is the most useful ZX Spectrum Screen. It works on any 16K, 48K, 128K model and variations like Timex, Amstrad, Microdigital.
You can switch in the Interface1 ROM as the screen is entirely self contained. You can disassemble John's code at $5100 or any game. #u3 #Utility3

[SpaceX @SpaceX]

Views of Starship in space from a @Starlink satellite

[Geoff Wearmouth @warmtoffee]

No. Filtronic have been through this before. They lost their original GaN foundry created in 1999. The Ministry of Defence got it back for themselves. Filtronic built a new one a few miles away. Biggest shareholder is Canaccord Genuity an ethical investor.
It will be an advantage to have Musk on board.
Shares in Filtronic have passed the £4 mark. In 2004 they were £400.