Member Info for Laura2022

Thanks Hits55

Discussing operational performance, Shepherd said: “We’re seeing an improvement to the sort of higher-end and higher-margin outcome-based services.” He also noted that April billings were three times higher than September levels, reflecting significant sales transformation and improved pipeline conversion.

The interview also explored the broader UK defence spending environment and how RC Fornax is positioning itself to benefit from existing Ministry of Defence budgets as well as future investment plans. Shepherd estimated there is a £1 billion to £1.5 billion addressable market opportunity for the company within current defence spending levels.

This isn't unrealistic given that ALRT is at £27mln market cap versus RCFX £7mln

Insight: Evolving RC Fornax brings a nimble approach to defence contracting

28 Nov 2025

The defence sector has been in the spotlight for almost four years.

The war in Ukraine, instability in the Middle East and the growing threat from China have put the UK and its western allies back on something close to a Cold War footing.

Read more

What the brokers say

27 May 2026

Cavendish has reiterated its 'buy' recommendation and 50p price target on RC Fornax PLC (AIM:RCFX), the defence engineering consultancy, following first-half results that the broker described as showing a "substantially improved commercial path."

The 50p target implies more than 500% upside from the current share price of 8.2p, reflecting Cavendish's view that the market is not yet pricing in the company's growing framework participation and the structural tailwinds from rising UK defence spending.

The broker noted that first-half revenue of £2.2 million was in line with expectations and 40% ahead of the preceding second half, with an average 22% month-on-month increase in revenue during the period demonstrating rebuilding order conversion momentum.

Yes LT

It was posted in telegram too

Are you holding currently and what do you see happening

Interesting to read the delisting statement again. There are multiple references to potential sale process and takeover panel.

Those people mentioned that nonsense poster musk was predicting 0.23 last week

I filtered him 15mths ago but I assume msuk went quiet:)

Holdit

He wont for long

the acquisition by the Strategic Investor Group of the entire shareholding currently held by Richard Parris and associated parties, representing approximately 26.65 per cent. of the Company's existing issued share capital;

He IS going ?

He's stepping back as non exec

Smkrs

Not sure if u r still on NANO

Interesting developments

Buys into close

Not much left under 7.7p

Contracts next week imv

On the contrary contarian

See my research on

REE at 1 25p - hit 5p

LST at 1p, currently 2 5p

BHL 1p , now 3 5p

:))

All posts on those boards , including my buys

The Board remains encouraged by long-term UK defence spending trajectory, with spending projected to reach 2.5% of GDP by 2027.

• Total purchase orders received ensure the Company is well positioned to benefit in FY26, FY27 and beyond as procurement clarity improves and framework participation generates increasing revenue opportunities.

Nice buy

Agree sid

Re; flip-flops

Big sid

That was the problem and why I filtered lots , you couldn't actually tell true agendas/postions

"It will just land one day and you are either in or out."

Best wishes

Well, if you did buy at 2p you've got a healthy cushion if those doubts persist

29-May-26 13:33:22 3.0424 500,000

But if you REALLY do have doubts

Why not sell and let your cash work elsewhere?

You do realise the talks have been ongoing for the 9mths+ you talk of ?