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Someone is offloading, I read yesterday's and today's late trades as sells - about 12m.

Todays RNS dilutes by about 2.5 % (15/10) . I wonder who is selling down ?

I moved from II to HL - just topped up 550,000 in two parts. HL expensive to deal but not planning to trade. Processes completed in about 10 days - had already cashed in at II to save time.

Well, did not get my timing right yesterday, opened with 500,000 shares - let's see where we are in the new year.

I hope they are nearly through. I have topped up again this week, but will be happy not to have the opportunity going forward.

Losing money in MATD is a right of passage for anyone trading in the markets.

Alas, this is back to my experience of consolidations - drop before event, drop after event, to be followed by a placing.

Long term I think this will do well, but I will be out on the next spike.

Quick look at Companies House ( again - as if anyone associated with Defence Holdings would not have done due diligence ) he resigned 13 November 2019, Last accounts made up to 31 December 2019. company wound up 5/8/22.

Pretty much as expected from a non - exec. chairman with a military background, straightforward open replies. He will open a lot of doors going forward.

As I said earlier, if people were expecting specifics, then they will be disappointed.

Will top up again if opportunity arises.

Seen this type of share behaviour many times over the years.

I agree about the current lack of income relative to market cap but all companies have to start somewhere.

The directors come form a computing background which is were wars are now being fought. They have and are building strong military connections in order to be relevant. They do not carry outdated thinking, which is evidenced by every Defence Review being out of date immediately when published.

Do not expect to much from Lord Houghton today - it will be a world view with were Defence Holdings fit in and the opportunities going forward - not contract news.

This is a long term holding.

Bought 291519 ALRT - DEFENCE HOLD PLC ORD GBP0.001 at a price of 3.41p

Hope so - I note, roughly, the 15 % additional share issue corresponds to the fall in the share price since Sept. 9 to the current day.

I do not require any more top up opportunities. Real news is required to move the price - hopefully we are close.

I cannot see a £10K buy has gone through in the 15 mins delay.

Looks like there are going to be a lot of late reported trades, yet again.

Where does level 2 currently stand ? Thanks.

Interesting post.

I continue to hold a much reduced holding of 1m shares here.

I just have a gut feeling that this is a company that could do very well, but through dilution, at the expense of the LTH's.

Hopefully, I am wrong and your best case scenario works out with the delayed news.

Investdonk - good point ! Clearly the day has been too exciting .

My reading is the majority are sells - particularly the ones under the 3.25 opening price.

Usual drop back following a rise. Whilst news may be slow compared with other shares available currently I think the outlook is positive.

However, I feel the following will hold the shares back "The Company issued 200,000,000 investor warrants on 9 November 2023 that were exercisable at 2p until 9 November 2025. The Company has agreed to extend the expiry of the warrants to 9 November 2026. If the warrants were exercised in full, the Company would be able to raise £4,000,000." - 24 Jun 2025.

A 12 months extension shows a lack of faith, and will cause significant dilution again a share capital of 694 m.

Also there are directors options available from .07 p.

There could be selling into good news for 12 months.

So, rough maths, I get it to be about 8 % of the current share capital still outstanding ?

This is very funny, not.

Looks like we are starting to tick up - I think we should be due news in the next week.

Lots to look forward to here.

Sold my 58,123 shares for a small profit.

Given the history of delays I feel tomorrows anticipated RNS will not happen.

Also, why delay the planned RNS - far more logical to issue two good ones.

Tomorrow will show if right or wrong call. Will place on watch list.

Good luck to all.