Member Info for johnlaycock

Seems like this contract is EDGE to me.

https://x.com/wearedefence/status/1973270061730460091?s=46&t=ITUkJlp6FC0ugN1eHsK0Pw

Excellent news...we are in with the MOD and this is just a test for a larger contract. And Ixian still to come. Here we go.

Indeed. Good start to the CEX's commitment on Monday for more regular updates.

Https://ukdefencejournal.org.uk/defence-investment-plan-to-be-published-before-nato-summit/

Nice 24k buy at the end of the day. Sadly not mine but I share their confidence!

The substance, plan, direction is what matters not the cosmetics around appearance etc. Andrew Rougan is the real deal and when he announces forthcoming contract wins, people will soon see that.

Just watched it. Very impressive strategic update and lots of clarity on what the company will be focused on in the next few weeks and months. This guy is the real deal and no reason not to expect contract wins and announcements soon. He also recognised comms in 2026 hasn't been good enough so expect a more consistent news flow. Very encouraging.

Today's update does say that the CEX will discuss on Monday developments across customer contracts.

Exactly Manifesto. I think the IV on Monday with Andrew will be very revealing and hopefully the start of a news rich period around commercial progress.

Sounds very positive that the CEX is going to reveal commercial progress on 1st June at noon. I wouldn't be surprised if a RNS dropped before then with market sensitive details.

WKD - a growing and successful Whitespace is very good news for Defence Holdings because the two entities are deeply linked in their AI enabled defence software initiatives. It also provides market credibility for DH.

Nice big buy of 25k just gone through.

Https://www.reuters.com/world/uk/uks-starmer-expected-approve-2397-billion-increase-defence-spending-times-2026-05-15/

Wow the level of conversation on this chat is pathetic and totally irrelevant to ALRT. I hope it improves next week when news lands.......

The 'good' scenario re shorts is that when news lands and the SP rockets, they will need to close their position fast which will propel the SP even higher!!

It's coming!

Looks to have been a very big buy that has just gone through.

Not long now I am certain before news drops on multiple fronts.

A quick reminder of the reply I received from Andrew Roughan on 30th April:

Thanks for your message. The first few weeks have been excellent as I assess progress made to date and strategy for the future, both of which are very exciting. We are planning more regular communications to cover milestone updates such as customer contracts, there should be lots of content to share in the very near term. I intend to be an accessible CEO so I welcome feedback as I mature in the role.

Given his standing as a successful and eminent CEX, we can therefore reasonably expect news as per his words 'in the very near term' - which I interpret as in the next week or so. Patience and trust will therefore be rewarded.

I've been in touch with Andrew around his first few weeks and when shareholders can expect any updates etc - here is his positive response:

Thanks for your message. The first few weeks have been excellent as I assess progress made to date and strategy for the future, both of which are very exciting. We are planning more regular communications to cover milestone updates such as customer contracts, there should be lots of content to share in the very near term. I intend to be an accessible CEO so I welcome feedback as I mature in the role.

I am very encouraged by his response both in terms of his commitment to near term updates, the mention of customer contracts and his willingness to be an accessible CEO.