Member Info for Brighty1

Exactly. You just have to scroll back to The Times article on 9th September and the recent news flow via RNS to understand what’s about to happen here.

“ This week it will release its first AI product, which it says has been developed for use by the Ministry of Defence and allied partners.” - The Times 9.9.25

It's pretty clear that Defence Holdings are very close to the MOD and contracts will be inbound soon...

Good luck, Brighty

I've never been surer! The inflection point of a contract win will change sentiment here instantly. The MOD budget, afterall, is £60 Billion!!! A very small slice of that pie will be a game changer for ALRT. That's why I highlighted ROAD as a great example at 3p 2 years ago and it's now at 64p 2 years later. They signed a game changing deal and the share price has climbed every month since and is now X20 from the lows of 3p. Patience is certainly required with Defence Holdings plc but just look at the calibre of the people involved in ALRT / Def Tech / DH / White Space and you can see where this is heading. I've been in some great minnows at the right time, such as SAR, ROAD and many others but ALRT looks to me to be the best of them all for its huge potential....

Good luck, Brighty

Exactly Guys, you just need some patience. For example, under 2 years ago I bought ROAD at 3p. Last Friday it hit 64p. That X 20 gain in my SIPP is likely to be replicated with ALRT for those that hold this stock and don't day trade it. i.e. Day trading is pointless if you want to make serious profits from minnows such as ALRT.....

Good luck, Brighty

Great to see 64p on Friday and it's looking like 70p a share this year is still very much a possibility. From buying ROAD at 3p under 2 years ago to a x 20 at over 60p now proves that holding rather than day trading wins the day (again and again and again)......

Good luck, Brighty

Exactly, it's only II and AJ Bell that appear to have restrictions and even AJ Bell allow purchasing via the Barclays SIPP, so I'm afraid Ralph and co are here to just spread negativity. I think we all know why. To clarify, ALRT can be bought on most platforms. I know because I've been snapping them up....

Good luck, Brighty

Exactly. Before the Ukraine war, EUA's market value peaked at USD 1.6bn and don't forget a December 2021 research report concluded its assets could be worth up to USD 5.6bn once in production. Last month, a report dated 22 October 2025, by Optimo Research valued the assets at USD 880m even under current circumstances, and set a share price target of 28 pence.

See the background on this at: https://www.undervalued-shares.com/weekly-dispatches/eurasia-mining-1000-from-selling-russian-assets/#:~:text=Unlike%20many%20discounted%20resource%20projects

i.e. EUA is primed to bounce big style on the back of peace news.....

Good luck, Brighty

It's well worth noting the Under Valued Shares briefing (link below) that points out:

* Before the Ukraine war, Eurasia Mining's market valuation peaked at USD 1.6bn.

* A December 2021 research report concluded its assets could be worth up to USD 5.6bn once in production.

* The prospective buyer of the assets would have made a steal at the agreed price of USD 1.2bn.

* Today, the company's market cap stands at just GBP 125m, based on 2.95bn shares outstanding and a share price of 5 pence.

* A 22 October 2025 report by Optimo Research valued the assets at USD 880m even under current circumstances, and set a share price target of 28 pence

With thanks to 8Ed for sharing this link: https://www.undervalued-shares.com/weekly-dispatches/eurasia-mining-1000-from-selling-russian-assets/#:~:text=Unlike%20many%20discounted%20resource%20projects

Good luck, Brighty

Exactly. Here are some of the reasons to be optimistic about GST's prospects and why LLOY (who I am also a shareholder in) has made its move for Curve:

* The shift in consumer financial behavior.

* Digital adoption accelerated during the pandemic.

* Payment apps, buy-now-pay-later services, and automated savings tools are no longer niche products. They are becoming part of everyday financial life.

* Small Fintech companies are building large customer bases that erode traditional big banks market share. To keep up big banks need to buy in to fintech. Investors are viewing these changes not as a fad but as how individuals will manage their money moving forwards.

*Large financial companies and wealth funds are providing more and more funding to fintech platforms. Their participation if further proof that fintech is no longer viewed as a minnow to be ignored. Instead, it is considered a necessary part of the financial infrastructure of banks.

* Big banks do not want to be left behind as banking and payments evolve.

* Supporting fintechs allows big banks to access new tech, acquire customer segments not served by the traditional banks, and prepare themselves for a future where digital lending is the norm.

Watch this space as a takeover deal is the most likely outcome for GST shareholders in the future...

Good luck, Brighty

Exactly and it's the tech not the customers at this stage that will drive M&A. Bigger companies do this by acquiring a service they don't yet have. i.e. first-mover advantage. There's plenty of scope for a big company to acquire little GST as the Lloyds Curve deal today demonstrates....

Good luck, Brighty

Exactly and as Charles Archer quite rightly points out:

"Defence Holdings is not knocking on doors.

They’re being invited in.

And commercial realisation comes next month"......

Good luck, Brighty

ABDX results out today. Revenue up 40%.

* Total revenue of £8.6m* for FY25 (FY24: £6.1m) representing growth rate of 40.0%

* Performance in the six months ended 30 June 2025 ("H2 FY25") was significantly stronger than in the six months ended 31 December 2024 ("H1 FY25") due to the impact of several new contracts, a full period contribution from CS Lifesciences, and the typical "seasonality" of the Group's business.

* Revenue of £5.5m in H2 FY25 (H2 2024: £3.7m) compared to £3.1m in H1 FY25 (H1 FY24: £2.4m).

In summary, growth is improving year or year. i.e. More good news from ABDX today.....

Good luck, Brighty

Exactly. Recent highs will be back soon enough. Give it a year to 18 months like another of my stocks, ROAD, which has gone from 3p to 58p in the last 18 months. I’m expecting the same sustainable monthly gains at ALRT over the next 2 years. It's pretty obvious what's unfolding here and it's win win win....

Good luck, Brighty

Exactly, your 98p prediction will come by year end now that we've achieved 90p+. More than a X2 now in my ISA, heading to a X3 in my SIPP. Thank you LLOY. The 5 year wait has been worth it!....

Good luck, Brighty

More good news from ABDX today: US$2m multiplex diagnostic test contract win

* Development, scale-up and technical transfer for a semi-quantitative, multiplex lateral flow test system

ABDX announces a new contract win with an expected value of approximately US$2 million....

Good luck, Brighty

Exactly, a storm in a tea cup over recent days. As seasoned SAR investors have been aware SDC-1801 was generally well tolerated at all doses tested, with no serious adverse events reported from the recent Australian P1 data set.

A reminder:

* The most frequently observed adverse events were mild and transient. No clinically significant changes in laboratory parameters, ECGs or vital signs were noted.

* Pharmacokinetics: PK analysis demonstrated a half-life of approximately 17-20 hours, supporting once-daily oral dosing. Exposure increased with dose and reached steady state within 5-7 days.

* Pharmacodynamics: Biomarker analysis confirmed dose-dependent reductions in relevant cytokine signalling pathways, consistent with selective TYK2/JAK1 inhibition and sustained target engagement.

Can we now just move on to P2 please Sareum as that's where the big bucks are...

Good luck, Brighty

Exactly and there are some very well informed posts appearing on this feed over the last 24 hours in particular, re MOD tenders. It's all coming together very quickly....

Good luck, Brighty

Exactly. Top intel for ALRT investors in that post at 17.49 last night by Tactical Stock. Great research. For ease I've pasted it below again for anyone that missed it (courtesy of Tactical Stock, with thanks):

..."Just spent a little bit of time going back through the timeline something I’d missed was the significance of the RNS announcing the Whitespace + Defence Holdings partnership for Defence Technologies that was released on 19 August 2025—just one day after the 18 August deadline for submitting bids to the MoD’s £900m DDAD framework. This timing strongly implies the partnership was formed to support a coordinated bid into the programme.

This led me to look at the tender process again:

Announcement and Engagement: The MOD announced the tender and hold a market conference on 1 August 2025.

Submission: Companies interested in bidding must have submitted their tenders by 18 August 2025.

Stage 1 – Initial Screening: First, companies answer a set of questions to show they meet basic requirements and are capable of doing the job. Only a set number of the best companies will go through to the next stage.

Stage 2 – Detailed Assessment: The selected companies are then asked more in-depth questions, including technical details, social value, presentations, and financial aspects. This stage is more focused and tailored to specific areas.

Stage 3 – Agreement and Award: The best-performing companies from Stage 2 will be offered a spot on the MOD’s supplier list after signing an official agreement.

Stage 4 – Actual Contracting (‘Call-Off’): When the MOD needs work done, they’ll run a quick competition among the approved suppliers. The supplier with the best offer, considering price and social value, gets the job.

Key dates from https://www.find-tender.service.gov.uk/Notice/043236-2025 include the tender notice on 1 August 2025, submission deadline on 18 August 2025 (RNS Whitespace + Defence Holdings 19th August 2025), and the estimated award decision on 31 October 2025.

If, as we are led to believe, Project Ixian was designed in conjunction with the MOD, I would be amazed if we don’t get through stage 2.

DYOR

TS..."

Great find TS, Thanks for posting.....

Good luck, Brighty

Exactly. Focus on where the ALRT share price will be in 3-5 years time not the next 3 - 5 days or even 3-5 months. With a £60 Billion MOD budget to tap into it's pretty obvious that there will be multi-million pound contracts to be announced over the next few months. When that happens the share price is going to seriously re-rate...

Good luck, Brighty

Great RNS today from ALRT. So much exciting information, including about the opportunity presenting itself with NVIDIA.

* Defence Holdings will gain access to its own DGX Spark system to benchmark and optimise sovereign-AI workloads for edge environments and autonomous platforms.

* Other early recipients include NASA, Lockheed Martin, and leading AI research institutions, positioning Defence Technologies among a select group testing next-generation AI compute for mission-critical use...

Good luck, Brighty

Sanofi (who Sareum NED Michael Owen sold his company, Kymab, to for over £1 Billion) has agreed a £500 million licencing deal with Evoq. Come on Dr Owen bring home a similar deal here ....

Good luck, Brighty