Member Info for Muck165

IMO all prior news flow has been carefully timed and choreographed to set a higher floor moving into DSEI, and the M7/project announcements to be made there.

Honestly, more news could come at any time through DSEI, including intrra-day.

It's almost like someone's paying them....

Surely not!! Someone's scared of a squeeze.

What are your motivations here Bazz? 99 posts in last 30 days, all on RCFX, all negative.

That’s a lot of time and effort talking down a stock you presumably don’t own.

Great news. Enhances stature and visibility of DT, and plugs is in to all sorts of NATO opportunities I imagine.

Would be a perfect fit

I’m thinking like a software solution that acts like a puppet master, moving the MoD arms, legs and head (air, sea, land, cyber and space) in perfect and efficient harmony.

That would be amazing - we would be the puppet master and so without us, the MoD “puppet” wouldn’t work at all.

The announcement could be anything really. But my hope is that it’s for a core AI driven solution to integrate and network decision making across all MoD areas - land, sea, air, cyber, and space. The backbone of the whole thing if you like.

Pipe dream - who knows!

Some reputation he’s built over such a distinguished career. I doubt he’d risk that by aligning with, and effectively fronting a business that could do anything other than enhance it further.

Strong demand - non existent supply. Up we go.

Interesting isn't it that every time there is a sell the dummy price I am being quoted to sell rises (rather than falls as you might expect).

I can currently sell everything I have. (not insignificant)

IMO MM's are hunting stock

The revenue warning is a fact.

The founder moving on is a fact

What this all means for future outlook, taking everything else into account, is a view.

Of course it’s a view. You have yours. I have mine. Sharing views is what these boards are about.

I’d add, everything is also about speed of delivery. Everything we offer aligns perfectly with that.

Bazz - that’s your view. I think all we saw was customer decision making delay in the period surrounding the SDR. In other words, a temporary blip. We are a U.K. SME. We provide streamlined access for Primes to a large SME ecosystem. Everything coming out of govt is about supporting SME’s - Primes will need to take heed, just like Babc have done.

I think RCFX was well oversold post the revenue warning. Some might say Director buys immediately thereafter we’re plumpers, I think it was one of the only legal ways they could show continuing confidence in the outlook. And that seems to have good basis - everything is about building a sovereign defence industry supporting the SME ecosystem, and we’re slap bang in prime position to benefit though our extensive and growing SME contractor base and Smartscope to streamline SoW.

So I’m happy here

There certainly doesn’t seem to be much stock about..

The UK equivalent of Palantir becomes less and less of a pipe dream every single day. ALRT is now seriously positioning as the company which may very well find itself as the backbone of U.K. defence.

All I can say is wow.

From Twitter, with nearly 14k followers.

Pretty much outlines the potentially explosive technical set up here.

https://x.com/TopTradersADVFN/status/1964804346014760984