RE: RNS4 Jun 2026 08:28
I don’t get why people don’t see how big a jump this is.
It is not just “fluff”. To gain MOD contracts, you need a ton of cyber infrastructure in place, physical systems in place and all signed off by the MOD, NCSC, NACE and more. This take months to years to be agreed.
Utilising someone else’s infrastructure to get a project over the line is a very good business model, meaning you can save tens of thousands and many months of effort. Signing a profit share means recurring revenue for DH on new products that come to market.
If we take just 20% of each new products, which then goes on to be leased out for contracts worth millions, we don’t require the man power and outgoings of a start up, but benefit from multiple companies who go to market. Maintaining an eco system for others to work within to get to market is the business model.
Less staff, less overheads, more products, recurring revenue. It’s similar to the mining industry concept of building up a resource to know its value, then farming it out to another company for a free profit share while you move onto the next project and repeat.
If we can get 5 or 6 of these types, this could well become a £500m+ company very quickly in my opinion.