Member Info for Fourprinces

Worth noting the new board man – Dr Olinga Taeed. He isn’t your average AIM appointee. He was one of the first blockchain professors in the UK, built the “social earnings ratio” model that governments/UN agencies have actually used, and advised China’s Ministry of Commerce on digital/ESG. He also ran the UK’s first ICO back in 2017.

For WCAT it’s simple – he gives credibility on the ESG/digital tokenisation side, opens doors internationally, and brings a proper framework for valuing more than just oil barrels in the ground. If they want to pivot towards tokenised assets, carbon credits, or ESG-linked projects, he’s the guy to make it happen.

Big delayed buys

They announce next moves today apparently

Yup. Look at last week's appointment. Deal binned, suspension lifted, blockchain exec hired to lead digital. Reads like RWA/tokenisation optionality (impact/ESG roots via Seratio).

Those late prints were mostly sells being worked through into the close. From 15:40 to 16:29 you’ve got big “Unknown” blocks going through below the 16:45 UT price (0.0734), e.g. 25-40m chunks around 0.055–0.069 - classic sign of sell pressure / late-reported ATs. We even got an explicit Sell* at 0.066. The UT just cleaned the book at 0.0734. Net: sellers dumped size into weakness; auction tidied it up.

They’re sells

Ad hominem

“10% of $15bn of gold = $1.5bn to ORCP” is rubbish. You've used gross metal value, not profit. ORCP gets 10% of profit (20% stake × 50% owners’ share) - not 10% of the gold or revenue. There’s no JORC resource, no mining lease, no mill deal yet. “Fully funded” just means MEGA fronts capex and takes it back from revenue, plus 50% of profit; margins depend on mining/toll rates and recoveries. So say 20koz/yr @ $700/oz margin means project profit $14m/yr so ORCP get $1.4m/yr. On a simple 5× that’s $7m (~£5–6m), risk it hard for the missing pieces and you’re around £3–5m value for this deal now - 0.02–0.03p/share.

So rgl now valued at £7m. With 80% of the asset...

Look up David Brown’s other companies and join the dots

If POLX scales to 1,000 Xenon MRI systems globally, you’re talking ~$1bn in upfront system sales (assuming ~$1m per unit now) plus ~$200m/yr in recurring from service, consumables and software. That’s the real blue-sky story: today’s NIH order shows the kit sells into the most prestigious hospitals, but the model only really shines when you add up recurring dose revenues across hundreds of centres.

🚨 POLX NIH deal 🚨

Polarean Imaging sells a Xenon MRI system to the NIH Clinical Center – ~$0.5m upfront. Recurring = ~$40k pa service + $240/scan (≈$136–184k pa at 400–600 scans). First direct NIH order = major validation.

#AIM #POLX #MedTech

🔗 https://www.londonstockexchange.com/news-article/POLX/national-institutes-of-health-orders-polarean-s-hpx-hyperpolarisation-system/16841356

£57.6k trade - it's a buy.

It printed at 16.00 when the quoted spread showed 14.00–15.00, i.e., above the ask — that’s buyer-initiated. Size (360k, ~24× EMS) also screams negotiated/worked buy, likely a delayed print reported at 10:11.

I'm saying they're not going to raise!

They're not. See how this ages by the end of the week.

AAI — quick takeaways from investor call

Strategy: “Bitcoin Treasury 2.0” — long-dated BTC calls + deep OTM puts (set-and-forget).

Deployment: First options book targeted by end of next week (expect careful RNS wording).

Funding: Aiming to raise ~£10m at 10p; Winterflood referenced; PR/IR push imminent.

Dual-list: Targeting Mauritius (pitched as first “African BTC Treasury”) for tax efficiency and fresh capital pools.

Exposure explainer: £100m–£100bn “exposure” = option notional, not cash. Small premium controls large upside via long-dated calls (hedged with deep OTM puts); downside ≈ premiums + hedge costs, not the headline notional.

Totally fair to focus on funding, product, roadmap, contracts & revenue. A few facts to ground where DH (ALRT) actually is today:

1) Where DH fits (WhiteSpace + MoD ecosystem)

• DH’s path into defence is via its strategic partnership with WhiteSpace, the firm publicly selected to support MoD’s innovation drive. That means DH isn’t claiming a direct MoD prime contract today; it’s leveraging WhiteSpace’s position to co-develop and deliver software under a joint “Defence Technologies” brand.

2) Product progress (not just talk)

• On 10 Sep DH announced its first sovereign AI product build in information operations (“Project Ixian”), with WhiteSpace engineers integrating AI-native cloud alongside a Big Tech partner’s team.

• DH says Ixian was shaped through workshops with UK military end-users; management has also flagged more comms/Q&A sessions with the senior team.

3) Funding & cost base

• Recent warrant exercises brought in cash and reduce some overhang: 55,192,308 exercised (53.692m @ 0.325p, 1.5m @ 1.4p).

• For the full capital structure (incl. historic/legacy warrants), see the FCA-approved prospectus (28 Jul 2025).

4) “Relevance” vs the big names

• You’re right the headlines are Microsoft, Google, Fujitsu etc. Notably:

• The MoD’s £400m sovereign Google Cloud deal.

• Oracle’s UK sovereign AI expansion (part of a $5bn UK investment).

These validate the market DH is trying to plug into via WhiteSpace.

5) Roadmap & catalysts

• Near-term: continued Ixian build updates, any pilot/PoC deployments, and clarity on commercialisation (licensing/subscription into defence units). DH has signposted more SLT comms around this.

6) Valuation & risk

• The SP’s 6-month surge has been huge; without signed revenue contracts yet, execution risk is real. The flip side: it’s a software-led model (lighter capex than med-device makers like Genedrive), so converting even one paying deployment could be needle-moving.

• Recent filings put shares in issue ~622m, which helps frame mcap vs milestones (≈ £11m at 1.8p).

⸻

Bottom line: you’re right to ask for specifics. What we do have is (i) a formal WhiteSpace partnership, (ii) a live first product build (Ixian), and (iii) a cleaned-up 55.2m warrant exercise. What we still need are contracted revenues and clearer commercial terms. Until then, it’s higher-beta. Sensible to size positions accordingly.

⸻

🚀 Oracle £5B AI Defence push – why it matters for ALRT

Oracle just doubled down on UK gov & defence with its Sovereign Cloud + generative AI rollout. On the surface no ALRT namecheck – but remember:

• Whitespace (ALRT partner) is a founding member of the Oracle Defence Ecosystem.

• ALRT’s new CTO Andrew McCartney co-founded Whitespace and has long-standing ties into Oracle/Microsoft ventures.

• That puts Defence Holdings inside the room as Oracle scales AI for UK Gov, NATO & MoD.

This is exactly the ecosystem ALRT has been building into. If contracts start to flow, ALRT is perfectly placed to ride the wave.

In short: Oracle brings the $5B firepower, ALRT brings the classified AI IP + ecosystem links. The strategic fit is obvious.

So Andrew McCartney was at Oracle yesterday then this… https://x.com/oracle/status/1968325147674234887?s=46&t=2lRSGCt4iOFe7J3GnyX6Ig

You keep banging on about the warrants. Why? Are you claiming they haven’t washed through?