Member Info for Laura2022

0.1142

22,570,234

Now NT

Would be good if he stays longer than notice period imho

More large sells

So tempting BUT could be wipeout?

Is there a hat and a rabbit ?

1.035p to 1 06p

Looks like seller cleared/clearing

Delayed buy

This is taking longer than anticipated but added profits from LST

Think GNIP GENI will do very well

From presentation last month

"Was 3 big clients months ago now 5 or 6 and by end of year thinks 16. Space (?) deal part two very close now. Extreme growth over next few years. Team now streamlined and all clicking into place "

SOY

the market and contracts will decide

I have sliced a little at 100% gain to add to RCFX and GNIP tho

Can never be too greedy

Still hold 70% of my LST

Thats the problem with these CLN structures

They decimate the share price

Can TRLS

1) cancel

2) find funding that isn't wipe out given their annual losses/cash burn

800,000 volume now on a quiet day

I am over 100% up on LSTand expect the same here

31st March

And now (as of May 7th) the former COO large share overhang went to mainly II)

The demand environment for the Company's services remains supportive. The UK's continued prioritisation of war-fighting readiness is reinforcing the requirement for cost-effective, outcomes-focused support across engineering, procurement and capability development, areas that play directly to RCF's strengths.

"Customers are also placing greater emphasis on driving value from existing budgets amid constraints on new investment funding. This dynamic is supporting ongoing demand for RCF's flexible and efficient delivery model, which is designed to enhance programme performance without increasing overall cost.

"The continued build in our sales pipeline and improving commercial momentum gives us increasing confidence in the direction of travel of the business. We look forward to providing shareholders with further positive updates as this momentum continues to build."

Looks set

As of April 2026, the UK is implementing the largest boost to defence spending since the Cold War, targeting 2.5% of GDP by 2027 and aiming for 3% later, with 2025/26 spending expected to reach £62.2 billion. The strategy focuses on capital investment in technology and equipment while facing pressure for efficiency savings to address a significant funding shortfall and rising operational demands.

The House of Commons Library

+4

Key Aspects of UK Defence Spending (2026/27 Focus)

Spending Targets: The government is on track to raise defence spending to 2.5% of GDP by 2027/28, with an ambition to reach 3% when fiscal conditions allow.

Budget Increases: Defence spending is projected to grow to £73.5 billion by 2028/29, representing a significant annual average real-terms increase.

Strategic Priorities: A "zero-based review" is focusing on eradicating waste and prioritising technology, equipment, and industrial growth.

Capital-Intensive: Nearly one-third of the MOD budget (approx. £20bn) is allocated to capital expenditure (CDEL) for equipment, infrastructure, and technology.

Funding Shortfall: Despite rising budgets, reports suggest the Ministry of Defence has faced a potential £28bn funding shortfall over the next four years, prompting calls for £3.5bn in in-year efficiency savings

See presentation last month

Contracts due

Interesting LST now 100% up in the weeks since 1p placing

Here at GNIP you can buy BELOW the 7p placing

Like LST I can see 100% gains here

Along way since the availability to buy just above 1p placing

:)

Morning veteran

Yes, was one also the other day too

Think 0.33-34 will be broken today

Think IMM may be above 5p today

Some profits soon to asd here from LST

The first order is valued at c. £160,000, with total annual orders from the customer potentially worth up c.£650,000 per annum going forward, subject to the contract proceeding as expected.