Member Info for BasilAlderman

Yes, when a contract win is announced by ALRT with the MOD the share price will replicate other contract gainers such as POS (from under 2p to 25p with its SLB deal) and BANK (0.65p to 13p and still climbing to 20p+ today on the back of its contract deal with an as yet unnamed bank). 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.

"ValiRx is in discussions with several potential partners to progress Cytolytix, including a major pharmaceutical company" - VAL's RNS today piqued my interest, to say the least!

Yes, very upbeat RNS: "Together with the recent addition of Everfex to the Group and good progress on the licensing of our Plugin Overdraft®, it marks the completion of another of the many strategic objectives the board has set itself for the remainder of 2025 and 2026". NB:"Good progress on licencing of our Plugin Overdraft", of particular interest as an update on this news is due soon.

Yes, well done all lth's that held out here. I've been averaging down as well and got to a B/E of just over 190p and have just exited half of my holding at just over 550p, so I'm happy so far. Free ride time now until the end game. What a rollercoaster it's been for the last few years. Still hoping for really big things with HEMO.

If it is Nat West then BANK, as you suggest, will be over 1 pound a share very quickly.

Defence Holdings Appoints Richard Bassett as Vice President, Defence Programmes

Defence Holdings PLC (LSE: ALRT), the UK's first listed software-led defence company, is pleased to announce the appointment of Richard "Bertie" Bassett as Vice President, Defence Programmes, a move that materially enhances the Company's operational credibility, expands its senior military relationships, and accelerates its ability to secure frontline-driven defence contracts.

With over 26 years of distinguished military service followed by senior roles in the technology and defence sectors, Bertie brings unrivalled operational expertise, trusted relationships across defence and intelligence communities, and a proven track record in securing high-value contracts. His background uniquely positions Defence Holdings to bridge strategy, technology, along with the operational needs of defence and national security.

Key Highlights

● 26 years in Special Operations and senior strategic command roles, including the first-ever appointment as Command Sergeant Major at the strategic level of UK defence.

● Unrivalled access and trusted relationships across senior defence and intelligence stakeholders in the UK and allied nations.

● Proven track record in securing multimillion-pound defence contracts and shaping procurement strategies around frontline requirements.

● Brings deep insight into defence programmes and requirements, ensuring Defence Holdings' technology roadmap stays closely aligned with operational needs and procurement priorities

● Unique bridge between cutting-edge technology and military end-users, ensuring Defence Holdings' AI-enabled solutions are trusted, deployable, and built for mission-critical environments.

Yes, sure no problem. Here's the information again from my post on Friday, below, about defence expenditure:

"It's well worth checking 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%."

Hope this info helps. No wonder people are getting interested in ALRT and why it's up another 15% already today.

Well said Ailie. Huge huge potential here. I've been snapping up these for 2 weeks. I was in POS when it went from 1p to 20p on the back of a contract win a couple of years ago and I recently experienced the same this year at BANK with their contract with an as yet un-named UK bank. These X 10+ gains do happen quite quickly with the right stock if you buy in low. The X/Twitter presentation by ALRT yesterday was excellent too.

Yes CPN, it's well worth checking 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, the gains for ALRT investors could be quite stunning. I'm in BANK too and can vouch for the x 20 mega gain this year. ALRT, like BANK, is a definite hold and a top slice / free ride share in due course. Another of my minnows, ROAD, has hit its 52 week high this week. In the last 18 months since I acquired it at 4p ROAD has risen by X 13 to 52.50p today. Buying minnows at an early stage like ALRT is the trick, hence why this share price and MCAP looks very very attractive. This could be 1.5p - 2p quite quickly rising to a double digit share price over the next 3 years.

Yes but you are not factoring in that Colorado is going to be generating £2 million each year (£10 million over 5 years) from just the initial USA wells. The CPR indicated that this could rise by 50% to £3 Million per year / £15 million over 5 years. As more wells start production these numbers will only continue to increase. i.e. HE1 is going to be generating revenue soon. That's going to be the catalyst for change re the share price and it will obviously be positive. The market wants to see HE1 as a producer of helium. We are very nearly at that point.

Yes, some excellent big buys yesterday, including: 20-Aug-25 16:49:03 0.68 99,860,194 Buy* 0.55 0.57 679.05k

Yes, a great reminder from BoilB of the potential here. For newbies, it's well worth noting the informed comment of BoilB, Potnak, Bailif, Brighty, Mafuta, Elcap, Colbalt, PCS, Lazarus, Luton, AndyMK, HBD, Basser and the rest of the long term Sareum posters on here. Many of us did some serious multi-bagging in 2021 with Sareum by buying in low last time. Feels like something is brewing again here. Will I get another X28 in my SIPP from Sar? 335p is my exit target this time. It's doable with the right news. Fingers crossed. We've all been here a very long time.

Yes but in this case you are ignoring the average concentration of 5.5% helium discovered in Tanzania. We are looking at 20,000 bpd, which is - to be fair to the CEO - a huge result, demonstrating a flow rate of 6,176 scf/d of helium. The first key major value inflection point for shareholders is revenue from the initial USA wells in Colorado. At this point HE1 will then be generating revenue and that's what the market wants to see. The share price will then re-rate accordingly.

Yes, that is £10 million over 5 years from just the initial USA wells. Also tucked away in the report you refer to was the fact that the CPR estimates were only for sales from helium production and that the proceeds from the associated CO2 into the US market could also further increase the £2million per year / £10 million over 5 years by a further 50%. e.g. £3 Million per year / £15 million over 5 years. It's all in the CPR figures, if you care to read them. Those that have digested the revenue numbers (that HE1 will shortly be generating) will be comfortable with their long term position.

Yes, long term holders can see that HE1's current MCAP could quite easily become a few hundred Million and our share price over 3p once production commences in Colorado. We will then be a helium producer. That's a big step change. The investors £1 million is an astute move as they now get the opportunity to benefit significantly when production in the USA kicks in. Then when you add Tanzania in to the mix it's a very smart move indeed acquiring a stake in HE1 at this price.

Yes, that's a X13 for me from 4p to 52p. Thanks again to Cawdor and Brighty1 for the initial tip about ROAD. I think we could see 70p here by year end.

Yes, if you hold ALRT for 3-5 years the gains could be quite stunning. Another of my minnows ROAD has hit its 52 week high today. In the last 18 month since I acquired it at 4p ROAD has risen by X 13 to 52p today. Buying minnows early is the trick, hence why ALRT looks very promising.

Yes, interesting buys:

14-Aug-25 16:14:28 0.44 7,500,000 Unknown* 0.39 0.43 33.00k

14-Aug-25 08:15:26 0.458 5,429,087 Unknown* 0.39 0.43 24.87k

I have a feeling this is going to be another Mega Multi-Bagger for me over the next 3 years. Buy low and reap the rewards over a sustained period of time has done me well with over the years with SAR, GGP, ROAD, AVCT, MOS, BANK, NCYT, ACSO, EUA, POS, ARB etc. ALRT looks to be on the same trajectory. The appointment today of the former Microsoft UK CEO as Chief Technology Officer is another key move by ALRT. One to watch!

Yes and according to the link below from Expert Market Research, HE1 is now being mentioned alongside "the top 10 helium companies & manufacturers" in the world. The report, which you can read via the link, states the leading players are Air Liquide, Air Products and Chemicals Inc., Exxon Mobil Corporation, Gazprom, Gulf Cryo, Iwatani Corporation, Linde PLC, TOTAL HELIUM LTD, Messer SE & Co. KGaA, Acail Group, Taiyo Nippon Sanso Corporation, and a certain company called Helium One! These are companies valued in the hundreds of Billions. It's not unreasonable to look at the bigger picture and say a MCAP of £40 Million currently could quite easily become £400 Million once production commences in Colorado. The share price would then be over 5p and if we did a JV with a major off taker such as Air Liquide ( MCAP is 118 Billion) or Exxon (MCAP 457 Billion) what do you think that would do to our MCAP and share price? That's why the long term holder, who is prepared to wait for production, will more than likely have the last laugh over the day traders. 3p in due course once we become a revenue making business in Colorado is more than doable.

https://www.expertmarketresearch.com/blogs/top-helium-companies