Member Info for Brighty1

Here we go, here's one:

#ALRT

"The Magnificent 7 include Apple, Microsoft, Nvidia, Amazon, Alphabet, Meta & Tesla.

And Defence Holding's:

'first product is being developed in collaboration with one of the world's Magnificent 7 technology leaders. Engineers from Whitespace and the hyperscale partner are working side by side to integrate its cloud infrastructure, built natively for AI workloads, directly into the build.'

You could not ask for a better RNS"

Good luck, Brighty

Exactly. Another ARB and SWC rise is going to be happening here in due course by the looks of that RNS.

* Defence Technologies to Unveil First Classified AI Product with UK MOD at DSEI 2025

* Magnificent 7 collaboration embeds research-driven AI and hyperscale resilience into Defence Technologies' first product

* While the partner cannot be named at this stage due to disclosure restrictions, it is one of the world's most recognised technology companies, with infrastructure already embedded across governments, defence, and critical industries worldwide.

* First AI product underway for the UK Ministry of Defence, marking a commercially significant opportunity with long-term deployment potential....

Good luck, Brighty

Exactly, Amers and BasilA. NCYT's Cash position at 30 June 2025 was £23.8 million. They could snap up GDR on the (very very) cheap....

Good luck, Brighty

Exactly and so many good takeaway points in the Charles Archer article and podcast. I also found the reference regarding the choice of ticker, ALRT, interesting:

* "We have a Microsoft veteran deeply embedded into the company. ALRT likely refers to ‘Advanced Live Response Technology,’ which is embedded into Microsoft Defender for Endpoint for cybersecurity.....

Good luck, Brighty

Exactly and as per Andrew McCartney's interview ALRT is targeting the MOD's "Rapid Commercial Exploitation" procurement stream with 3-month contracting targets. The fact that they are stating "details to follow imminently" on 2 classified MOD applications is significant as it infers success is "imminent". Imagine what a contract win announcement will do to the ALRT share price....

Good luck, Brighty

Exactly. TYM's silver discovery could be the making of the business moving forwards.

* Wide intervals of near surface silver with higher-grade intervals, for example 73m at 32 g/t silver, including 11m at 94 g/t silver, support our bulk tonnage, open pit silver exploration model.

* These silver grades and widths (supported by copper and zinc values) are comparable to silver grades and widths from open pit silver deposits elsewhere in the world.....

Good luck, Brighty

ALRT is getting very very interesting for investors. See the RNS today. Highlights below:

* Two classified MOD applications already underway, with details to follow imminently

* The platform is already active, with two classified products in build for the UK Ministry of Defence ("MOD"), to be formally announced in the short term. This marks a pivotal step in Defence Holdings' five-year plan to deliver sovereign, software-defined capabilities across intelligence, surveillance and reconnaissance (ISR), cyber, autonomy, and operations in the information domain.

Good luck, Brighty

Exactly, that's what many of us have been predicting for Hemogenyx for several years.

* A £100m MCAP is peanuts in this sector.

* A monster licencing or takeover deal at some stage is still on the cards if the results are as good as we all hope.

* The last few days have also been a super opportunity to take some cash off the table for many, included me, after many years being invested in Hemogenyx. I've re-invested some of my HEMO gains into BANK and ALRT but am still holding for the eventual takeover deal that is surely coming our way in the future....

Good luck, Brighty

Exactly and don't forget that Net Assets as at 30 September 2024 had increased significantly to US$7.13 million compared to US$4.38 million at 30 September 2023. i.e. the overall GST business is / was in growth mode, which is good news....

Good luck, Brighty

Exactly. It does look very much like we are on for 40p+ a share this year. However, if we get an RNS confirming that our un-named partner is, for example, Monzo, Revolut , Metro, Starling etc then we are going to see a £ sign share price.....

Good luck, Brighty

Exactly and for some context check out the Charles Archer article yesterday about future non-dilutive funding for ALRT. He points out that:

* "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"

He also, quite rightly, points out:

* .."there is also a good chance we see first-mover share price explosion".

He also makes the point about:

"Personnel & Partnerships: Building a Heavyweight Team - ALRT has assembled a leadership team and strategic partnerships that signal a company serious about bridging the gap between legacy defence thinking and next-gen capabilities".

It's well worth a read. Scroll down to the link posted earlier today....

Good luck, Brighty

Exactly, the link below makes the case for why you should buy in early to ALRT. It's a compelling read, published yesterday. Charles Archer nails it in a very well put together article.....

https://thatstocksguy.substack.com/p/defence-holdings-the-ground-floor

Good luck, Brighty

Exactly, here's just a few of the late printed buys from the last 10 minutes.....

26-Aug-25 09:05:05 0.565 1,500,000 Unknown* 0.57 0.60 8,475 O

26-Aug-25 09:04:48 0.575 1,751,339 Unknown* 0.57 0.60 10.07k O

26-Aug-25 08:00:38 0.54 3,683,903 Unknown* 0.57 0.60 19.89k O

26-Aug-25 08:57:34 0.575 2,000,000 Unknown* 0.57 0.60 11.50k O

26-Aug-25 08:43:29 0.55 2,200,000 Unknown* 0.57 0.61 12.10k

Good luck, Brighty

Yes, it took me 20 minutes to acquire 1,452,827 shares this morning for 8k. Wouldn't let me buy even £250 at one stage. ALRT is one of those shares that ticks all the boxes for future growth....

Good luck, Brighty

Excatly, as these buys published after the close would suggest...

Good luck, Brighty

22-Aug-25 16:18:27 0.527 2,500,000 Unknown* 0.51 0.54 13.18k O

22-Aug-25 16:29:18 0.515 2,241,010 Unknown* 0.51 0.54 11.54k O

21-Aug-25 16:30:00 0.47 5,000,000 Unknown* 0.51 0.54 23.50k O

21-Aug-25 14:03:16 0.4825 7,000,000 Unknown* 0.51 0.54 33.78k

Exactly and some quick analysis of the buying activity at ALRT (timings of the trades all suggest buys) make this a very compelling share to be invested in. Another small cap stock that had this kind of buying activity recently was MOS which went up X 14 in a matter of months...

Good luck, Brighty

20-Aug-25 09:45:21 0.4633 6,802,073 Unknown* 0.45 0.50 31.51k O

20-Aug-25 08:00:26 0.504 4,538,896 Unknown* 0.45 0.50 22.88k

21-Aug-25 13:58:14 0.4825 3,000,000 Unknown* 0.45 0.50 14.48k

21-Aug-25 13:33:05 0.48 3,000,000 Unknown* 0.45 0.50 14.40k

20-Aug-25 16:22:56 0.485 2,500,000 Unknown* 0.46 0.48 12.13k O

19-Aug-25 16:35:43 0.48233 15,000,000 Unknown* 0.46 0.48 72.35k O

19-Aug-25 08:45:31 0.47 5,000,000 Unknown* 0.46 0.48 23.50k

20-Aug-25 15:02:21 0.48 1,498,500 Unknown* 0.46 0.48 7,193

18-Aug-25 13:24:42 0.44 5,000,000 Unknown* 0.48 0.51 22.00k O

19-Aug-25 14:58:03 0.489 4,088,464 Unknown* 0.48 0.51 19.99k

19-Aug-25 15:26:01 0.495 2,100,000 Unknown* 0.48 0.51 10.40k

19-Aug-25 15:17:54 0.492 1,817,750 Unknown* 0.48 0.51 8,943

18-Aug-25 16:10:42 0.44 3,000,000 Unknown* 0.42 0.45 13.20k O

18-Aug-25 16:09:57 0.4479 2,753,484 Unknown* 0.42 0.45 12.33k O

18-Aug-25 14:59:23 0.44 3,000,000 Unknown* 0.42 0.45 13.20k

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

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

15-Aug-25 15:39:28 0.406 1,785,348 Unknown* 0.39 0.43 7,249

Exactly, this could replicate BANK and go from 0.5 to 15p quickly once momentum kicks in on the back of a deal. In business it's not what you know it's who you know, especially with MOD contracts, and these guys are very well connected....

Good luck, Brighty

Exactly OG. When you factor in as well that an independent third-party competent person's report stated that approx US$2 million per year will accrue to the Company over a period of five years from the first wells in Colorado you can see that HE1 is moving in to the realms of revenue generation. If you can buy at these prices why not? We all know that HE1 has had two spikes in the last 2 years from below and around the current price to over 2p. It's likely to happen again.....

Good luck, Brighty

Exactly and a £500 Million MCAP is still peanuts in our sector. That's over X15+ from our current share price. Let that sink in. Remember, SAR has achieved this kind of gain before back in mid 2020 through to August 2021 and made many of us, including myself, very happy SAR shareholders. Our SIPPs and ISAS were the benefactors of that x 30 rise. At the time it was mostly based on hope / UKRI news / HNWIs buying in. This time if the tox studies come back positively, as many of us expect, then you can put a £ sign in front of the current 24p. With SRA737 back in house, SDC1801 AND 1802 progressing what is there not to like about SAR at this price?.....

Good luck, Brighty

52 Week High @ 52.94p hit today for ROAD. That's nearly a 50p increase from 3p to 53p approx so far for my investment over the last 18 months. Still a BIG hold for me...

Good luck, Brighty