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I may be biased but a massive thumbs up for 59m Shares absorbed and the price keeps on rising!!!🚀

The latest RNS confirms that 59.8m new shares from warrant exercise have already been sold and fully absorbed into the market. What’s striking is that this large block has been cleared with the price continuing to rise.

The smooth absorption of nearly 60 million shares highlights the depth of demand underneath. It shows that buying interest is strong enough to take significant new supply without disruption – a clear signal of confidence in the story.

When large tranches like this are placed so easily, it underlines that the market is positioning for further upside.

They have come off the offer. Most likely another massive buy

Over the last few sessions, multiple 5m+ buy trades have been reported hours after execution. These delayed prints are now showing up on the tape, confirming that significant buying has been taking place well above visible volumes.

This explains why the order book keeps tightening and why the price continues to ratchet upwards despite short-term noise. With a market cap of only a few million and such a thin float, these delayed buys are absorbing supply and forcing MMs to mark the price higher to attract stock.

What’s interesting is why these trades are being delayed. Large orders reported late are often linked to institutional buyers, forward positioning, or accumulation ahead of a known catalyst. Someone appears to be building a serious position in size without showing their hand in real time.

The pattern is clear: hidden demand is building beneath the surface, and when it breaks into the open market, the share price is forced sharply higher.

These delayed prints don’t happen by accident – big hands are loading quietly.

Market cap: only a few million pounds – extremely sensitive to order flow.

Liquidity: thin free float means small trades can move the bid/ask 20–30% in a session.

Speculation: traders positioning ahead of near-term catalysts.

Catalysts:

• FDA Orphan Drug Designation decision for NXP002 (IPF programme)

• Ongoing partnering/licensing discussions highlighted in recent RNS

• Future milestone payments possible from NXP001 (Oxilio deal)

At this valuation, any positive development can have a disproportionate effect on share price. With liquidity this tight, even modest buying can create sharp upward moves.

Can sell 7m at over bid without going NT, 0.3318 when bid at .33

My worry when a share goes up so quick is a placing is being worked but when you can sell 6m without going NT, you know there is real demand in the background.

The dip into the red today looked like a deliberate move to trigger stop losses and flush out weak holders. That test has passed — the screens are blue again with buyers back in control.

This type of action is common when MMs want to unlock stock after a strong run. The fundamentals remain intact and the catalyst pipeline is right in front of us:

Live broadcast with Field Marshal Lord Houghton of Richmond – incoming Non-Executive Chairman, on Friday 3 October at 10:00am. This adds serious weight and credibility at board level.

Project Ixian milestone – value realisation due in December.

Second classified AI build confirmed – multi-sensor, edge-based decision support, aligned with SDR25 and NATO priorities.

Whitespace partnership completed and Magnificent 7 collaboration confirmed – backing and infrastructure in place.

The recent surge has delivered multibag gains for early holders, so some profit-taking is inevitable. What’s notable is that the tape still shows the majority of prints going through as buys (blue), with delayed reporting likely masking the larger transactions.

Rather than weakness, this suggests:

Healthy churn – stock moving from short-term traders to stronger hands.

MMs balancing books – soaking up supply while keeping the price range under control.

Underlying demand intact – continued blue prints show buyers are still active.

With two classified AI products now confirmed, strategic partnerships (Whitespace + Magnificent 7), and December milestones ahead, today’s selling looks more like normal consolidation after a steep climb than any shift in fundamentals.

In short: profit-takers are exiting, long-term holders are positioning. The story hasn’t changed – only the ownership of the shares.

With todays RNS pretty much already priced in at 4p, the official announcement confirms Defence Holdings has delivered a second classified AI product build, focused on edge-based multi-sensor fusion and decision support. This comes shortly after the launch of Project Ixian, the company’s first AI product in information operations.

Key facts now in play:

Two AI products in rapid succession – Ixian (information operations) and the new edge-AI build (multi-sensor, deployable decision support).

Strategic partnerships in place – Whitespace Collective OS completed; previous RNS confirmed collaboration with a Magnificent 7 partner.

Governance upgrades – appointment of Lord Houghton as Chairman, strengthening defence and government credibility.

Main Market listing – stricter governance and broader institutional access than AIM.

Alignment with UK Strategic Defence Review 2025 (SDR25) and NATO interoperability goals – positioning within defined government and allied priorities.

Upcoming catalysts – December milestone for Ixian’s value realisation; potential defence pilot programmes and contract announcements.

The company is now executing a portfolio strategy, not a single-project approach. The combination of sovereign AI focus, completed partnerships, governance upgrades, and defence alignment underpins the investment case.

With a market cap still small relative to the scale of the defence AI opportunity, today’s update strengthens the case for holding and adds further justification for new interest.

1459KH

They won’t sell to you because they can’t promise to get delivery.

They are too big and they have investors/traders who buy in quantities which they struggle to acquire

Bump

What to watch out for today.Today 07:28

With ALRT heating up and buyers chasing size, the market makers will do everything they can to prise shares from retail hands. Remember: this is a main market listing, so some AIM-style tools aren’t available (e.g. forward selling) – but don’t think they’re powerless. Here’s the playbook:

🔻 Bid walking – they’ll nudge the bid down trade by trade to make it look like selling pressure is mounting.

🧊 Icebergs – tiny orders on the book hiding much bigger positions in the background.

🎨 Painting the tape – peppering small sells at the bid (often their own) so it looks like red is dominating the screen.

⏱ Delayed prints – larger buys and sells can be reported late, meaning the tape never shows the real demand in real time.

🌳 Tree shakes – sharp drops engineered to trigger stop losses and panic retail into dumping cheap stock.

↔️ Flickering spreads – suddenly widening the spread to scare off buyers, then snapping it tight when serious orders arrive.

⚖️ Cross trades / off-book matches – pairing buyers and sellers in the dark, keeping true volume hidden.

📊 UT storytelling – setting the uncrossing trade in auctions just under mid to give the illusion of weakness, even if they’re filling buyers all day.

💡 Bottom line: the job of an MM is to control supply, not to give retail a fair run. They’ll use every one of these tricks to make holders doubt themselves. Add in the inevitable paid “concerned posters” who suddenly appear to de-ramp the story, and you can see the game clearly.

If you know why you’re holding and you’ve done your homework, don’t let the smoke and mirrors shake you out. The tricks are temporary – the fundamentals and news flow decide the real direction.

For anyone wondering whether to buy or hold, today’s RNS answers that clearly. We now know the second classified AI product is not just a paper concept — it’s a deployable edge solution aligned with UK and NATO defence strategy. That is huge.

A few reasons this matters:

✅ Second major product in months – proves scalability of their strategy. They’re not a “one-trick” company; they’re building a portfolio of sovereign AI capabilities.

✅ Edge AI focus – this isn’t generic software; it’s designed to work in frontline, bandwidth-limited environments where real-time decisions save lives. That’s exactly where defence budgets are heading.

✅ Multi-sensor fusion – combining EO/IR, radar, and acoustic data with AI inference at the edge is cutting-edge. Very few companies globally can claim this, and those that can are far bigger than ALRT.

✅ Alignment with SDR25 & NATO – they’re not chasing vanity projects, they’re building to the playbook laid out by UK Government and allies. That puts them in the slipstream for adoption.

✅ Hyperscale partner – even unnamed, this signals serious backing and infrastructure support. If confirmed, it would cement credibility and scalability.

✅ Main market listing – not AIM. That means tighter governance, more institutional interest, and less of the usual circus.

The market cap is still tiny relative to the scale of opportunity. Defence AI is one of the most strategic, best-funded growth areas of the next decade. If ALRT can field two products in quick succession, imagine where they’ll be in 12–24 months.

Today’s RNS is confirmation of execution. For me, this strengthens the buy & hold case massively

Totally wrong. Main market is tighter regulated than AIM and dilutive fund raising which normally damages existing shareholders is not currently available to ALRT. There’s no headroom and a shareholder vote is needed for more.

Directors at ALRT have a massive stake themselves. Most AIM stocks, directors don’t have any real skin-in-the-game meaning they don’t care much for shareholders getting diluted.

This is one of the reasons ii and AJBell will not sell you shares. They can’t get them.

With ALRT heating up and buyers chasing size, the market makers will do everything they can to prise shares from retail hands. Remember: this is a main market listing, so some AIM-style tools aren’t available (e.g. forward selling) – but don’t think they’re powerless. Here’s the playbook:

🔻 Bid walking – they’ll nudge the bid down trade by trade to make it look like selling pressure is mounting.

🧊 Icebergs – tiny orders on the book hiding much bigger positions in the background.

🎨 Painting the tape – peppering small sells at the bid (often their own) so it looks like red is dominating the screen.

⏱ Delayed prints – larger buys and sells can be reported late, meaning the tape never shows the real demand in real time.

🌳 Tree shakes – sharp drops engineered to trigger stop losses and panic retail into dumping cheap stock.

↔️ Flickering spreads – suddenly widening the spread to scare off buyers, then snapping it tight when serious orders arrive.

⚖️ Cross trades / off-book matches – pairing buyers and sellers in the dark, keeping true volume hidden.

📊 UT storytelling – setting the uncrossing trade in auctions just under mid to give the illusion of weakness, even if they’re filling buyers all day.

💡 Bottom line: the job of an MM is to control supply, not to give retail a fair run. They’ll use every one of these tricks to make holders doubt themselves. Add in the inevitable paid “concerned posters” who suddenly appear to de-ramp the story, and you can see the game clearly.

If you know why you’re holding and you’ve done your homework, don’t let the smoke and mirrors shake you out. The tricks are temporary – the fundamentals and news flow decide the real direction.

No wonder MMs kept these quite for the full 2hrs!! First 5m block at 11:20 then another 35m in 5m blocks and larger in 6 mins from 11:49

Too early to be showing mine

Wowzers, delayed trades starting to show up - now we know why the 40% jump earlier!

....and hold for FDA review

Cheeky 5m at .255

Looks like we may see the trades behind the rise starting from 11:20

Its got my attention but MMs just moved the ASK to .28

Big spread to deter traders.

I used to spend my time trading NASDAQ pharma on FDA announcements, never jumped in on a LSE listed one. I've managed a quick skim through research and at this level, it looks to be worth a gamble in the anticipation of a positive FDA response.

Somebody may already know something given the 40% jump on very little prints at 11:40

Caught my eye on the toplist - Can't see any reason for the rise today unless someone has been updated on the progress FDA review.

11 Aug 25 - "The FDA will now review the application and, within 90 days of receipt, issue a designation letter, a request for more information or a denial."

Worth buying and holding in the hope of a positive outcome?