Member Info for BasilAlderman

Yes and some editorial coverage in the next few days for Defence Holdings would help grow the shareholder base and attract more mainstream investors. It's only niche players that know anything about ALRT at the moment. We need the wider investment market to find out about this company. Investors Chronicle / The Times / Sunday Times / Mail / Mail on Sunday / FT / Trade press etc will all help widen the message about the UK's next Palantir. Now remind me again, what is the MCAP of Palantir today? Oh yes, £370 Billion! This is an excellent chance to acquire shares in the next Palantir before most people have ever even heard of Defence Holdings plc.

Yes and don't forget that in addition to the defence conference the MOD has recently signed 4 Enterprise Agreements with firms including our partner WhiteSpace – to a total value of £50 million so far. i.e. we have our foot in the door via Whitespace (our Defence Technologies partnership) and some of this £50 Million has been awarded to our strategic partnership. More MOD AI contracts will surely follow in quick succession. The company has told us as much already with the confirmation that a second product is also being worked on for the MOD. £££££. Nice!

Yes, DSEI is important and the unveiling of our first A1 product at the event is big news but the key factor to remember is that:

1. We are already now imbedded with the UK MOD via its Defence Tech Scaler marketplace.

2. For those that are unaware it's a new Ministry of Defence Marketplace to drive innovations from idea to front line, with Enterprise Agreements for software, data and AI suppliers, to make it easier for innovative businesses, of all sizes, to do business with defence.

3. As part of this, the Ministry of Defence has signed four Enterprise Agreements with firms including WhiteSpace – to a total value of up to £50 million so far.

4. We do not know how much we been allocated from this £50 million as it has been shared to date with 3 other companies, Adarga, Hadean, Oxford Dynamics.

5. However, we have our foot in the door via Whitespace (our Defence Technologies partnership) and some of this £50 Million has been awarded to our strategic partnership.

In summary, We are already through the MOD's front door and are earning. That's the crucial bit to focus on. i.e. We are generating revenue. Just how BIG can this be? Massive I would say from an income and credibility standpoint.

Yes, "FOMO Friday" could kick in tomorrow ahead of the unveiling of ALRT's first classified AI product for the MOD at DSEI later this month. Plus, there's also news of that 2nd classified product for the MOD to be communicated that ALRT has alluded to. Things are moving very quickly and your 3p prediction could be achieved soon.

Yes, if we close at 1.5p - 2p today or tomorrow then 3p within days could be on, especially if we get to hear of confirmation of the second contract that was hinted at earlier this week. Either way, the fact that ALRT is to announce its first classified AI product with the MOD at the DSEI this month could be the springboard to your 3p+. Some media coverage for ALRT over the weekend would also be good as this is vey much under the radar at the moment.

Yes, ALRT is a good one for the SIPP. Hold for the 5 year plan and as you say 50p could become a reality.

Yes and no wonder people are getting interested in ALRT and why it's up another 93% already today at 1.25p when you check out the defence expenditure below. Even a tiny tiny %age of this would be game changing for ALRT:

● European spend is expanding: EU member-state defence expenditure reached an estimated €326 billion in 2024 more than 30 percent higher than in 2021 and now represents about 1.9 percent of EU GDP and is growing.

● UK budgets are rising: The UK Ministry of Defence plans to increase spending from £53.9 billion in FY 2023/24 to £59.8 billion by FY 2025/26.

● Technology-driven segments outpace traditional programmes: Europe's AI-in-aerospace-and-defence market generated US $6.3 billion in 2024 and is forecast to grow at a compound annual rate of 8.1 percent through 2030, led by advanced hardware and software autonomy.

● The European Defence Agency (EDA) recently published its annual Defence Data report for 2023, detailing defence spending from all 27 EU Member States. At a record €279 billion, 2023 European defence spending increased by 10% on the previous year, marking the ninth year of consecutive growth. Twenty-two of the Member States increased defence expenditure, with eleven increasing spending by over 10%."

Yes, I agree 2p could come soon. For those of us who were invested in POS we know big gains can happen. POS went from under 2p to 25p with its SLB contract win. Plus, anyone remember PYC? That went from 1p to 30p+ in 6 days!

Yes, some editorial coverage for Defence Holdings would be the next obvious catalyst to attract mainstream investors. It's only niche players that know anything about ALRT at the moment. Once the wider market finds out about this company that's when the real share price action happens alongside contract wins and corporate updates. This is an excellent chance to acquire shares before most people have heard of Defence Holdings.

Yes, not on AIM. ALRT is a main market plc. It's totally under the radar apart from astute investors currently. That's about to change big time.

Yes, it's possible. In addition to SWC and ARB there have been quite a few others that have seriously mega multi-bagged, such as:

BOTB multibagged over x 71,

GGP multibagged over x 63,

EUA multibagged over x 36,

VCP multibagged over x 63,

ESG multibagged over x 41,

NCYT multibagged over x 100,

SNG multibagged over x 100,

SAR multibagged over x 30,

TPST multibagged over x 39

There are plenty of other examples but it does highlight what can happen when momentum kicks in. It's very early days here but the potential is clearly massive.

A X 220 SWC style gain would be nice MorningtonOz!!! It's certainly one of those Wow RNS' to wake up to. A mega company is being built here.

Yes, and from experience the market loves a contract win. POS went from under 2p to 25p with its SLB contract announcement and BANK went from 0.65p to 13p this year on the back of its contract deal with an as yet unnamed bank and is still climbing. Significant gains can be made when you buy in low when news suddenly breaks. i.e. A x 10 rise to 6p could happen within days of a contract announcement here, as both POS and BANK illustrate. We will need financial numbers at some stage but today's RNS is very significant as it is proving that ALRT can move from vision to operational capability in record time.

Anyone think NCYT will make a last minute bid for GDR? It's a very similar scenario to YGEN before they were acquired by NCYT. The company was running on fumes and then a "recommended offer" was accepted? Something similar might be happening here. Also, GDR's Chairman, Ian Gilham, joined NCYT as a non-exec last year. One to watch.

Top post from Muck165 today at 13.37pm. The highlights from the MOD link posted are as follows:

The Defence Secretary set out a package of measures to foster easier access to the defence market, including:

Defence Tech Scaler: A new Ministry of Defence Marketplace to drive innovations from idea to front line, with Enterprise Agreements for software, data and AI suppliers, to make it easier for innovative businesses, of all sizes, to do business with defence. As part of this, the Ministry of Defence has signed four Enterprise Agreements with firms including Adarga, Hadean, Oxford Dynamics and WhiteSpace – to a total value of up to £50 million.

Procurement Reform: A new segmented approach and radically faster targets for procurement in three areas: 1) major equipment – planes, tanks, ships – will go from an average of six to two years to get on contract; 2) upgrades to communications and weapons systems will go from an average of three to one year to get on contract, and 3) purchases of off-the-shelf kit – such as drones and software – will run in three-month cycles. For Armed Forces, this will mean they will get what they need when they need it, and for investors, it will mean a timelier return on investment.

Defence Innovation: A new innovation organisation, UK Defence Innovation, will help deliver cutting-edge technology to the Armed Forces and will be up and running by July this year, with a ring-fenced budget of £400 million this financial year.

Defence Industrial Joint Council, led by the Defence Secretary, will host its first meeting next month, and help co-ordinate public-private investment strategies - boosting investment into UK defence and delivering new jobs across Britain.

Yes and The Stocks Guy, Charles Archer, covered this last week as follows. It's a compelling read for those looking to make serious gains:

"In late May, the company raised circa £3.5 million, with Fortified Securities as sole broker. The placing attracted strong institutional support, and it was encouraging to see management invest skin in the game, to the tune of £350,000.

And with ongoing costs modest, the cash runway is healthy - so while this remains a risk play, the financial position moderates the risk for now".

"When the need for more capital arises, then all sorts of non-dilutive funding will be available, most promisingly from DASA (Defence and Security Accelerator) & NSSIF (National Security Strategic Investment Fund)".

"Defence Holdings is early-stage, and inherently riskier. But for those with a suitable risk appetite, the curve looks compelling".

"Globally, the International Institute for Strategic Studies estimates that defence spending reached an all-time high of $2.46 trillion in 2024, marking the fastest year-on-year increase since at least the end of the Cold War".

"Defence budgets are increasingly being reallocated from hardware to software, and the world powers are continually testing each other for vulnerabilities. And in this intersection of sovereign power, increased defence spending & new tech advances, we have Defence Holdings. The UK’s sovereign defence intelligence champion".

"This company is your ground floor if you want to benefit from this theme. There is no other publicly-listed UK option at present".

"The best comparator is arguably Palantir - and while it’s come off its highs (and arguably remains overvalued), the wider investor community retains an overwhelmingly strong appetite for defence stocks specialising in AI tech threats".

"In the UK, Defence Holdings is your trailblazer, It’s the first UK-listed software-led defence company, providing the general investing public growth exposure to sovereign AI defence infrastructure. It’s your only way to play it".

Courtesy of The Stocks Guy.

Yes, ARB went up x 100+ & GGP achieved a x 65 increase. In the case of GGP it rose from 0.55, which is not dissimilar to where ALRT was last week. Anything is possible with hot stocks like ALRT. Sometimes, shares just have the momentum to keep going and going. e.g. BANK, MOS and ROAD, all of which have climbed more than X 15 over the last year or so. Here's hoping for something similar here. "The Stocks Guy"Charles Archer nailed it with his ALRT review last week regarding the massive upside for investors buying in at these prices. i.e. A x 10 for starters is doable but the rewards could be much much bigger. A quick listen to his podcast on ALRT and his review on ALRT is well worth a listen / read. Scroll back on this site for the link from last week.

Yes and don't forget that First Quantum Minerals have been working with TYM on their historic exploration data in the area. TYM could be a takeover or JV target soon once the results from the drill are fully known. We still have the KoBold data to be announced too. Things are hotting up here for sure.

Yes, huge news already from ALRT. Exciting to read the following -

1. For investors, the distinction is equally important. Defence Holdings remains the listed parent company, accountable for driving shareholder returns, through market access, strategic partnerships, disciplined capital allocation, and ultimately share price growth.

2. Defence Technologies provides the operational face of delivery, demonstrating how those partnerships translate into products with real-world deployment.

3. Most importantly, the clarity of intent is already proven. The first classified product build for the Ministry of Defence is underway, with further opportunities under discussion. This is not theory or distant ambition - it is live execution in defence domains.

4. The brand and structure positions Defence Holdings to compete head-to-head with traditional primes while bringing the agility and innovation of a software-first approach into the defence sector.

5. Andrew McCartney, Chief Technology Officer, Defence Holdings, commented:

"Defence Technologies provides the identity and focus we need to turn strategy into product. It gives our stakeholders, from primes to procurement, a clear platform to engage with, while enabling us to scale multiple developments at once. With our first classified products already in build for the MOD, the platform is proving its impact from day one, and will continue to accelerate delivery across multiple domains."

Fantastic update and real progress being made much quicker than anyone was expecting, with 2 MOD projects already.

Hardup, as you've sold LLOY have a look at BANK and ALRT. They are amongst a handful of future stocks to be considering right now.