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Defence Holdings is now publicly confirmed as part of a UK Ministry of Defence procurement process.

That is a very different position from where the company was a few months ago, when the bear case was that ALRT was just another defence/AI story with good wording, impressive appointments and no visible proof.

We now have visible proof.

The recent RNS trail shows clear progression:

First, ALRT set out the sovereign software / defence AI strategy.

Then Project Ixian was positioned around UK Defence technical, security and commercial protocols.

Then the company announced its operating model and strategic ecosystem approach.

Then IMSL was added as a delivery partner to help companies move through defence procurement, accreditation and deployment barriers.

Now we have a UK Government Transparency Notice relating to a proposed MOD contract involving Defence Holdings.

That is a serious sequence.

This is no longer just talk about future defence opportunities. ALRT is now visibly moving through the process with the MOD.

The wording around the capability is also important: integrated intelligence, decision support, open-source and classified intelligence, Courses of Action, and human-controlled authorised effects across cyber, information and supply-chain domains.

That is not generic AI fluff. That sounds like a real operational defence capability being assessed through the proper channels.

For me, the investment case has shifted. The company still has to deliver, of course, but the argument that ALRT is “all hot air” is now much harder to make.

The next RNS's could be very important. Confirmation of formal award, successful testing, an extension, follow-on scope, or further defence/government engagement could change sentiment very quickly.

Despite todays volume and modest price rise, I think the market may be underestimating what has just happened.

ALRT now appears to be moving from story stock into genuine MOD procurement territory.

Last years highs of 4-5p will be breached very quickly if the announcements keep coming. I suspect this transparency notice will be the first of many.

Bump

For months, people have questioned whether ALRT was just another defence/AI story with plenty of impressive language but no proof. This announcement changes that. Defence Holdings is now publicly linked to a UK Government / Ministry of Defence procurement process through an official Transparency Notice. That is not hot air. That is not a vague “strategic discussion”. That is a real procurement pathway.

Yes, the initial value is small. But this appears to be a testing/evaluation phase, not the end destination. You don’t usually get handed a huge MOD rollout on day one. You prove the technology, pass the checks, demonstrate operational value, and then the bigger opportunity potentially follows.

The wording is also significant: integrated intelligence, decision support, open-source and classified intelligence, courses of action, and operational effects. That suggests ALRT is not pitching some lightweight AI dashboard — they are being assessed for a serious defence capability.

So for me, the £226k is not the key number. The key point is that ALRT has now been publicly validated as being inside the MOD process. That should answer the “all hot air” argument.

The next stage is what matters: formal award, successful testing, and hopefully a larger follow-on phase. But today’s news is a material step forward in credibility. Small contract value, yes. Small validation? Absolutely not.

A lot of people will focus on the headline value of the proposed MOD contract and say “only £226k”, but I think that completely misses the point.

The important part is validation.

For months, people have questioned whether ALRT was just another defence/AI story with plenty of impressive language but no proof. This announcement changes that. Defence Holdings is now publicly linked to a UK Government / Ministry of Defence procurement process through an official Transparency Notice. That is not hot air. That is not a vague “strategic discussion”. That is a real procurement pathway.

Yes, the initial value is small. But this appears to be a testing/evaluation phase, not the end destination. You don’t usually get handed a huge MOD rollout on day one. You prove the technology, pass the checks, demonstrate operational value, and then the bigger opportunity potentially follows.

The wording is also significant: integrated intelligence, decision support, open-source and classified intelligence, courses of action, and operational effects. That suggests ALRT is not pitching some lightweight AI dashboard — they are being assessed for a serious defence capability.

So for me, the £226k is not the key number. The key point is that ALRT has now been publicly validated as being inside the MOD process. That should answer the “all hot air” argument.

The next stage is what matters: formal award, successful testing, and hopefully a larger follow-on phase. But today’s news is a material step forward in credibility. Small contract value, yes. Small validation? Absolutely not.

Excellent news,

The TR-1 confirms YA II PN / Yorkville Advisors Global has gone from a previous 15.09% holding to 0%.

Overhang removed.

Yorkville were not a sticky long-term strategic holder — they were part of the historic financing structure. When that type of holder is sitting on a large position, every bit of buying pressure can be met with background selling. It can keep a share pinned even when the story starts improving.

Now that block appears to be cleared.

That changes the dynamic.

We now have:

✅ Yorkville overhang gone

✅ Cash in the bank

✅ Peak Hills drilling approval received

✅ Green Rock assay results expected around now

✅ Heavy volume showing the market is waking up

Nothing is guaranteed and the next RNS still needs to deliver. But if the seller is out and buyers are now positioning ahead of assay news.

Tiny market cap, huge volume, finance seller cleared, catalysts pending.

Well that's quite a transfer of stock.

Can't tell for definite whether someone accumulating or offloading but given there hasn't been a sell even on a small scale all day above .0136, this trade if sell driven wouldn't have been offered .01385

....... have we seen this trading pattern on a micro cap waiting for an update.

Volume up, mostly buy driven.

Same buyer with three £10k tranches at 10:02 (x2) and 10:03 (x1 delayed reporting) starting this off. Another considerable trade at 10:31 £28k

No ramping anywhere, X is quiet, just a nice blue screen without the MMs painting it blue with small trades.

Lack of MM movement on L2 suggests they still have offering stock to unload.

I'm due another Solly Gold. June 2016 - Oct 2016 (10x) and back in the day with surface samples in 2009 (x 7). Caught SOLG twice. Seems like 5 mins ago.

Some chunky trades going through today, some keen to get in on the bell, then a few decent sells but the last hour has been interesting.

I wonder if we're getting close to results from ALS Labs?

From 8th May RNS "As previously announced, the programme comprised an initial site visit and systematic rock chip sampling across the project area. The collected samples are now undergoing laboratory analysis, with assay results expected within approximately four weeks."

Investors at these levels are not getting pumped. The mcap is tiny with massive upside.

Yes, you're right, there's a lot of shares been issued, but there's a lot of money in the bank. With rock chips at the lab.

We've all been there before, tiny mcap, no assay results in yet, pure speculation on good results. Over the last 20 years, I, like most others here, have all taken the binary bet. Sometimes it pays off, sometimes it doesn't. I've got over 70m says it will.

Brand new company with £2m valuation after new shares.

The fundraise has been putting off investment. Now its done, the 0.015 stone weighing round FORG's neck has gone. I'm buying in anticipation of copper/gold assay results. Most oz explores trade 10x the valuation of FORG without any proven resources. I remember back in the day being in early at Solomon Gold when the first rock chip samples went in before drilling. It was quite the ride.

EGM on 14th May

Approx 2.4bn shares at 0.015p

FORG has lottery-ticket upside, especially if the Green Rock assays are strong and Peak Hills completes.

Why you all losing your s4!t over a company receiving government funding and another 6 some airtime?

ALRT is past this early development stage and are probably a year or two ahead of these startups.

I suspect the reason for SP volume rising at 3 o’clock today is news is about to land and some people know.

This article may even push ALRT into giving a more meaning full announcement.

For any newbies in here. There's excellent research material out there.

This company is still ahead of the crowd with this multi agent collaboration solution.

What makes Alludium different?

Simpler UX than developer tools

Pre-built agent templates

Enterprise governance / orchestration

Agent-to-agent collaboration

https://www.alludium.ai/

https://www.svv.ai/portfolio

https://www.linkedin.com/posts/sure-valley-ventures_irish-vc-firm-svv-spins-out-ai-tool-built-activity-7436761934403661825-N4hP/?utm_source=share&utm_medium=member_desktop&rcm=ACoAABrhXqUBnGjJZI5K2dVc1QOTdPrA9ISWTnc

https://www.linkedin.com/company/alludium/posts/?feedView=all

We know how this works, fun and games on the boards, MMs doing their job to keep an orderly market and LTH now moving their sights to licensing deal news.

Hopefully a rerate in the meantime.

Great news and the pieces are all coming together but today’s news won’t have me selling, I’m in for the big one.

👏👏

Retail are not typically aware of this little trick.

MMS will print clusters of tiny value buys or sells to paint your trades screen red or blue to give the impression of many sells or many buys to get nervous retail buying or selling.

It’s a great sign for holders when you see MMs doing this. They want your stock.

🤔

Positive step for Catenai PLC in my view

Alludium achieving Select Tier status within the Google Cloud Partner Network isn’t just a PR badge, it signals verified technical capability and real customer delivery on Google infrastructure. For an AI growth play like Alludium, this strengthens enterprise credibility, opens co-sell opportunities and improves commercial visibility inside the Google ecosystem. It doesn’t guarantee revenues overnight, but it materially upgrades positioning and validates strategy, exactly the sort of ecosystem alignment you want to see at this stage.

Most of you shouldn’t be investing if you can’t read an RNS properly.

Perhaps you should be using AI to summarise it for you. 🤔

Yes transcript software has been around for years if not decades.

Transcript software trusted to summarise the content to give investigators the information to help prosecute or not, is a game changer saving tens of thousands of hours of desk work at just one force alone. Keeping the police policing instead of sitting in the office reading lengthy transcripts.

To be trusted with such an important process is massive and if ALRT are first, it will get rolled out across all forces.

MoD announcements are going to be difficult due sensitivity (but will come) but this policing one shows they are not all hot air.

First thing says it all.

MMs don’t have stock and they don’t want day traders jumping onboard.

Someone more important is trying to buy up stock and this is the order they want to fill, they don’t want day traders driving the price up and messing with the bigger picture.

1 share @ 0.253 to show -8.36% on the day!

NFX finished with a 1-share Uncrossing Trade at 0.252 despite strong buying at 0.357–0.36 throughout the afternoon. This isn’t typical for this stock and looks suspiciously like someone marking the close lower.

Hoping holders not watching the days trading see the deadline closing price and set an order up out of hours to execute first thing tomorrow.

Very dodgy and looks like MMs are desperate to stock.

Not enough sellers on the way down from 0.5

Too many buyers.