Jul. 21 at 1:45 PM
$FLTCF
SpaceX dropped
$17B on EchoStar spectrum for Direct-to-Cell. Why this fuels
$FLTCF / FTC:LON 👇
1️⃣ The Physics Reality: Satellites talk to smartphones, but that data MUST be backhauled to Earth instantly through high-capacity ground gateways.
2️⃣ Where Filtronic Fits:
$FLTCF builds the high-power E-band & GaN amplifiers inside Starlink’s ground stations to move that massive data load.
3️⃣ The Moat: More satellites = massive ground hardware orders. This is why SpaceX signed a record
$62.5M GaN contract with Filtronic & holds equity warrants.
Bottom Line:
$17B in orbital spectrum requires a massive ground network to power it. Direct-to-Cell expansion = multi-year demand for Filtronic’s mmWave tech. 🚀⚡
$FLTCF #SpaceX #Starlink
