Welcome back to the Stock Pitch Series. Today, I’m going to highlight an AIM-listed micro-cap stock with a StockRank of 95 and a ‘High Flyer’ rating. The company in focus is MTI Wireless Edge (LON:MWE) . Here’s why I’m bullish (and I hold stock in it at present).
(Disclosure: At the time of publication, Ed Sheldon had a long position in MWE.)
- Share price at the time of publication: 69p
- Market cap: £61m
The Pitch
Founded in 1970 by engineer Zvi Borovitz, MTI Wireless Edge is an Israel-based technology company that provides radio frequency communication solutions across a range of industries. Today, it has several businesses under its umbrella including:
Wireless Edge: A designer, developer, and manufacturer of state-of-the-art antennas and antenna systems that serves a range of markets including defence, 5G backhaul, RFID, and commercial.
MTI Summit Electronics: A one-stop-shop for RF & microwave solutions in Israel.
Mottech Water Solutions: A provider of advanced remote monitoring and control solutions (based around Motorola technology) for a range of markets and applications, including agricultural irrigation, turf and landscaping irrigation, and water distribution.
PSK WIND Technologies: A specialist in the design, development, manufacture, and testing of ground-based defence systems.
The company is led by CEO Moni Borovitz, who has held the role since 2019. He is the son of Zvi (who sadly passed away in 2025).
Note that MTI reports across three core divisions: Antennas, Water Control & Management, and Distribution & Professional Consulting Services.
The Big Picture
Given its businesses, MTI Wireless Edge looks well placed to benefit from several trends in the years ahead. These include:
Higher defence spending: MTI Wireless Edge offers a range of antenna products for the defence markets including naval and submarine antennas, ground defence antennas, and airborne antennas, so it could benefit from NATO’s increase in defence spending (NATO is targeting 5% of GDP by 2035).
The growing focus on climate change/sustainability/water scarcity: Mottech’s solutions are designed to reduce water and energy usage and increase crop yields so this area of the business should benefit from the growing global demand for efficient resource management and sustainable agriculture (the United Nations Sustainable Development Goals initiative is a key framework for its sustainability work).
The global 5G…
