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Filtronic is extremely dependent on one customer, and the valuation is already aggressive at roughly 15X revenue and 80X expected earnings.

Yikes valuation is really rich!

But very interesting thesis

227 sats \ 1 reply \ @JRem OP 11 Sep

Yeah, the SpaceX connection got my attention, but that valuation is hard to get past. A lot has to go right to justify 80x earnings.

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Agreed. Maybe a few bad earnings and the valuation will compress

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