Member Info for MrH_m

I did lots of research last night to try and work out where the m’cap should be. Tricky, but min £50m IMO and significantly more if we win bids early doors. GLA

They know what they’re doing this lot!

Today will be interesting!! :-)

Any sniff of government funding and this will 🚀

Also FYI:

MillonAir

Posts: 635

Price: 0.125

No Opinion

RE: Ticking boxes to receive government funding from £400m fund21 May 2025 15:09

Yes, it is highly likely that Defence Holdings PLC (ALRT), formerly Cassel Capital Plc, will seek and potentially receive UK government funding. Here's why:

* Refocused Strategy on Next-Generation Defence: The company has explicitly rebranded to "Defence Holdings PLC" and is focusing on "advanced next generation defence technology," including "artificial-intelligence enabled sensing, secure communications, autonomous drone systems and next-generation cyber-defence." These areas are precisely where the UK government is looking to invest.

* Alignment with UK Government Priorities: Defence Holdings PLC aims to "align its resources behind sovereign-capability priorities and NATO-interoperable solutions." This directly aligns with the UK's increased defense spending and its desire to bolster its defense industrial base and technological edge.

* Government Initiatives for Defence Innovation: The UK government has announced significant initiatives to fund and support defense innovation. This includes:

* New UK Defence Innovation fund: A ringfenced budget of £400 million (and increasing in future years) for novel military technologies, including drones and AI-enabled technology.

* Commitment to scaling up UK companies: The government is actively looking to "simplify and streamline the innovation system" and "enable UK companies to scale up innovative prototypes rapidly by setting out a clear pathway, working with the government, from initial production to manufacturing at scale."

* National Security Strategic Investment Fund (NSSIF): This fund aims to leverage private investment in technologies for future national defense needs.

* Publicly Traded Defence Company: Being a publicly traded company on the London Stock Exchange (under the new ticker ALRT) gives them a different kind of visibility and access to capital compared to purely private companies, which can be attractive to the government as it seeks to support a strong domestic defense industry.

I suspect they will need to build more momentum and announce their plans / offerings first, before going for a fund raise / placing

The artificial intelligence (AI) defence market is experiencing significant growth, driven by advancements in technology and increasing geopolitical tensions. Here's an overview of the market's size and projections:

📊 Global Market Size & Growth

2024: The global AI in military market was valued at approximately $9.67 billion .

Precedence Research

+5

The Business Research Company

+5

Precedence Research

+5

2025: Expected to reach $11.25 billion, marking a compound annual growth rate (CAGR) of 16.4% .

The Business Research Company

2030: Projected to grow to $19.29 billion, with a CAGR of 13.0% from 2025 to 2030 .

Grand View Research

2034: Some forecasts estimate the market could surpass $32.17 billion, indicating a CAGR of 12.9% from 2024 to 2034 .

Precedence Research

🌍 Regional Insights

North America: Dominates the market, accounting for 32.8% of the global share in 2024 .

Grand View Research

United Kingdom: The AI military market is projected to reach $855.8 million by 2030, growing at a 7.1% CAGR from 2025 to 2030 .

Grand View Research

+1

Grand View Research

+1

Asia-Pacific: Anticipated to be the fastest-growing region during the forecast period .

Grand View Research

+3

Grand View Research

+3

Precedence Research

+3

🔧 Key Applications & Technologies

Autonomous Systems: Deployment of AI-driven drones and unmanned vehicles.

The Guardian

+1

Mordor Intelligence

+1

Cybersecurity: AI-powered threat detection and response mechanisms.

The Business Research Company

+1

The Business Research Company

+1

Surveillance & Monitoring: Enhanced situational awareness through AI analytics.

Command & Control Systems: AI-assisted decision-making processes.

Predictive Maintenance: AI algorithms for equipment upkeep and logistics optimization.

🚀 Market Drivers

Geopolitical Tensions: Escalating conflicts and defence modernization initiatives.

Technological Advancements: Progress in machine learning, computer vision, and data analytics.

The Business Research Company

+1

Precedence Research

+1

Defence Budgets: Increased government spending on AI research and development.

Industry Partnerships: Collaborations between defence contractors and tech companies.

⚠️ Challenges

Ethical Concerns: Debates over the use of autonomous weapons and AI decision-making.

The Business Research Company

+1

The Guardian

+1

Regulatory Hurdles: Lack of international agreements on AI in warfare.

Technical Limitations: Ensuring reliability and accountability in AI systems.

The Guardian

The AI defence market is poised for substantial growth, with investments in autonomous systems, cybersecurity, and advanced analytics driving innovation. However, ethical considerations and regulatory frameworks will play crucial roles in shaping the future landscape of AI in defense.

Here's hoping for a similar rise tomorrow!

I hope so too - I'm on the hook for circa £5k and i was late joining this party

that's reassuring will****s, thanks

SP seems to have settled now, ignoring the spread

I am keen on the AI aspects of it all, plus like someone else posted earlier, surely there must be some deal(s) in the pipeline to make such a radical re-birth overnight!! GLA

OK - i'm in :-)

Thanks M - I'm a bit late to the party and sp dropping, so glad youre still positive about this one!

This likely to go much higher today?

Thanks TWK - hopefully the further clarification will help your decision. Good luck!

He said "apps" [pleural] but yes, that needs to be added to the mix too

TWK - i'm trying to work out whether you are genuinely lost / interested here, or just subtly trying to de-ramp. Anyway, IMO there most likely be (a) capital investment (same as with all parent companies) which will need to be repaid; and (b) very significant equity stakes held in each of the AI companies on our books.

There's your revenue and profit.

You clearly haven't done much research at all tbh.

From the 14/4/25 RNS:

· Accordingly, through the capAI ecosystem, we will aim to pioneer a new model of start-up and AI project development-companies aspiring to very significant valuations built and led by tiny high-performance teams leveraging AI's transformative capabilities. In this way, we will have a platform generating businesses within capAI.

· The Company is also in advanced discussions with R42 (www.r42group.com), a US venture capital firm, which Professor Nag is Founder and Managing Director, regarding a proposed alliance. This proposed alliance would combine capAI's status as a publicly listed company, bringing market credibility, investor access, and financial resources, with R42's position as an AI powerhouse delivering cutting-edge research, technical expertise, and specialised infrastructure. Through our proposed alliance with R42, we would target high-impact breakthroughs in media and medicine, sectors poised for exponential growth and disruption.

CPAI on the move upwards again. Fill yer boots