Reread Rns from 10th18 Oct 2025 11:13
Super bullish here. The atm funding feature aligns with their vision of hyper growth. The last paragraphs stand out.
"We have two classified products in active development, with more moving toward announcement. Our invitation to Oracle AI World isn't ceremonial. It reflects the fact that Defence Technologies is now operating at the centre of allied sovereign AI infrastructure, working directly with hyperscale partners to turn global-scale platforms into deployed national advantage.
Two products are in build, there are more in the pipeline, and hyperscale partnerships are accelerating. We are in early-stage execution on a multi-year strategy."
Once a contract lands, which I can't see why not, this will multi multi bag. Selling now is completely foolish