Member Info for Jxk10

I get the concern, but I don't think the bull case is about the £226k contract itself.

The value is that the MoD has gone through procurement, approved the technology and given ALRT a live revenue generating contract. For a company of this size, that's a pretty significant first step.

The contract now has to be delivered successfully...

The £226k contract isn't huge on its own, but I think we need to look at the bigger picture. This is DH first revenue generating contract with the MoD, which is a major validation of the technology and business model. If we deliver successfully, it could open the door to much larger opportunities down the line. Sometimes the first contract matters more than the size of the contract.

IMO it's a must-succeed contract for DH. This is basically an opportunity to prove ourselves to the MoD, we do well here and it will be easier to get more contracts, fail and we take a massive step back

I am wondering what others think of this contract?

Oracle's taken a bit of a beating lately. Doesn't seem to be a demand issue though, AI and cloud growth still look strong. I think the market's more worried about how much cash Oracle needs to spend on new data centres and whether that'll mean more debt or dilution. Long term I'm still positive, but investors seem to be pricing in a bit more risk right now.

Liking the positivity, lets give it some time.