Jun. 29 at 4:21 PM
$FLTCF When a prime launch and satellite manufacturing powerhouse like Rocket Lab spends
$8 billion to swallow a massive satellite communications network whole, it sends a message to Wall Street: valuable, proprietary satellite hardware and communication Moats are severely underpriced.
Because Filtronic effectively holds a monopoly on next-generation E-band Gallium Nitride (GaN) modules and already has a deep warrant-tied relationship with SpaceX, institutional desks are instantly looking at FLTCF as the next prime, logical buyout target. Capital is flowing out of generic tech and aggressively rotating into specialized space infrastructure providers.