Member Info for DonBroco

Looking like a finish above the 100DMA of 1.25 unless there's a sneaky UT...

It was the 5th most read notice on the London Stock Exchange website on Friday, out of 100+ notifications, so it definitely reached a good audience.

A UK government Transparency Notice means that a contracting authority (in this case, the Ministry of Defence) intends to bypass the standard competitive bidding process and directly award a contract to a specific supplier. Under the UK Procurement Act 2023, publishing this notice is a strict legal requirement designed to ensure "transparency by default". It functions as a formal public declaration that allows stakeholders, competitors, and citizens to scrutinise the government's decision before a contract is legally signed.

What This Specifically Indicates

Direct Selection: The Ministry of Defence has deliberately selected Defence Holdings PLC because of its unique operational capabilities, avoiding a lengthy, open multi-company tender. Public Scrutiny Window: The notice provides a window for competing defence companies to review the government's justification for the direct award.

Intent, Not a Final Order: This is an announcement of intent rather than a fully executed, guaranteed commercial transaction. The deal remains subject to final internal procurement approvals.

Material Inside Information: For a publicly traded entity like Defence Holdings PLC, this intent is considered market-sensitive inside information. Under UK Market Abuse Regulations, the company is legally required to broadcast this to the broader stock market.

Commercial Impact on Defence Holdings PLC

Foot in the Door: While a value of £226,000 over three months is small for a defense budget, it acts as a formal entry point into highly restrictive sovereign military pipelines.

Testing Gateway: The term focuses exclusively on a testing phase. If the software-led data fusion platform meets operational performance criteria during these three months, it positions the company for much larger, long-term multi-million pound rollout contracts.

First day above the 100DMA since 12th Jan, it would be a really encouraging sign to hold above it (1.256).

It's clear that this is a huge story. Volumes traded within the first 30 minutes are almost equivalent to the highest traded in any single day in 2026. It's also the 5th "Most Read" announcement out of the 113 published by the London Stock Exchange today.

Exciting times.... hence I'm posting here again!!

Looks like the yanks spotted it... ALRDF closed at 32.2% up yesterday at 0.019 (1.43 equivalent).

Brilliant, thanks BlueBoy25.... interestingly posted yesterday afternoon, so the sharp eyed could have got in even earlier!

To sell one holding and buy back into ALRT. Had to be quick on the button to do two transactions and secure a price of 1.175. Today's news was sufficient to lure me back... let's see if it comes good this time.

Anyone found a link to the Transparency Notice yet, as I can't.... maybe the company get advance notification.

Looks like being the lowest volume traded since 7th April, when the share price closed at 61.85... a couple of days before the Government involvement was announced.

Agreed Wyndrum, there's a whole batch of 10k buyers waiting at 195

SNAP!

RSI hit 100 on 10th April... and the closing price was 71.35.... so whilst it's an indicator, it doesn't always work.

The Report:

https://assets.publishing.service.gov.uk/media/6a0d83f6faac4bc0b0e90619/Final_report.pdf

We are now at the lowest level of shares shorted since June 2022, which suggests the future direction of travel for ITM.

Closed the day yesterday at $2.32 = £1.72... bit of catching up to do.

Https://www.gov.uk/cma-cases/referral-of-the-department-for-energy-security-and-net-zeros-proposed-subsidy-to-itm-power-uk-ltd

Subsidy Advice Unit will be publishing their report next Tuesday...

Thanks @eastwood... I pay for L2 here and had rolled it back as a sell, but that didn't make sense as the transaction price was higher than the large volume trade that went through minutes earlier, so I assumed it was actually a buy. Still odd that we still sit here day in day out and cant have a definitive answer to the Buy or Sell question!

Hi @eastwood - I had the bid/ask at 162.50/163.00 at that time (off this website trades at that time)... where did you obtain the different data from? Thanks

Now up 11.4% in the States, £1.83 equivalent

There's 10,000 on the Ask at £17.14.... well the shorters aren't getting those then...