FTG Investment Analysis - Information SourcesFollowers of the FTG board have probably identified good sources of information regarding the avionics and aerospace industry. Some that are quite useful for obtaining insight into the current state of the avionics market, particularly the demand for avionics systems which directly impacts potential FTG revenue, are as follows:
ASDNews - Aerospace and Defence News
https://www.asdnews.com/index.asp
Avionics Intelligence
https://www.militaryaerospace.com/index/avionics-intelligence.html
MilAero007 - Military and Aerospace Electronics News and Information
https://milaero007.com/pages/milaero007.cgi
Military & Aerospace Electronics
https://www.militaryaerospace.com/index.html
FAA Next Generation Air Transportation System (NextGen)
https://www.faa.gov/about/initiatives/nextgen/
Avionics Magazine
https://www.aviationtoday.com/av/index.html
CircuiTree Magazine
https://www.circuitree.com/
A very noticeable increase in avionics systems contract awards totalling several billion dollars have been reported in these sources in recent weeks indicating that a strong pick up in avionics demand is now underway. FTG's customers - Rockwell, Lockheed Martin, Harris, Honeywell, Thales, CAE just to name a few - are all well represented. Noticeable as well is the stream of positive quarterly results being posted by other PCB manufactures (reported in CircuiTree but also available on the stock wire services). Likely we will see this demand reflected in increased FTG revenue by the end of this quarter and certainly in future quarterly results. Increased avionics demand together with the strong and continuing turn-around in the PCB market predicts good things for FTG.