The Market Is Starting to Take Notice10 Jun 2026 16:43
What a day.
For me, this wasn't just about the share price. It was about the market beginning to recognise the progress that has been building over recent months.
We now have a clearer strategy centred around sovereign AI defence, an expanding product pipeline, Project STRONG, Project Ixion, the accelerator programme, IMSL supporting procurement and accreditation, and Oracle adding significant credibility to the ecosystem.
The investment case also appears to be evolving beyond a single product or contract. Management seems to be building a diversified platform with multiple potential routes to value through products, partnerships, strategic stakes and longer-term recurring opportunities.
Today's buying was particularly encouraging. It felt as though investors were looking beyond the noise and focusing on where the company could be heading rather than where it started.
There will undoubtedly be volatility along the way, but that is often the nature of an early-stage growth company. Personally, I think the direction of travel has become much clearer and I wouldn't be surprised to see further interest as more investors start to understand the bigger picture.
DYOR.