London South East | The UK's favourite investor portal.

Remember this Cev? You are the last person who should be criticising others for not proofreading, you old goat.

Errors found: 57

Asimpleinvestor, everything you have said is known to everyone and every institution.

You have quantified , codified and clarified perfectly as you are entitled to do so.

Every share thread has a you and you vital regarding helathy discussion and debate.

Otherwise all we get are rampers and comments like "to the moon".

Jackbag69er has responded and i won't replicate his points.

There are 2 shares I'm invested in where posters like yourself existed.

1/ I was buying Rolls-Royce in 2022 at 70p a share, a poster called CW1966 constantly told me why they would fall to 32p.

He identified after detailed analysis of all Rolls-Royce divisions that they were bust.

He eloquently posted their demise and he sold at 82p.

I often think of him, I sold some on Friday at #13.07p

2/ Empire Metals, i was buying at 5 73p, there was a guy called noramping.

He again on almost a weekly basis posted very eloquent reasons why Empire Metals would fail.

He couldn't understand the evolution process of a micro exploratory mining company into a major mining producer.

Each RNS was met with even more questions and more potential problems.

It was a constant repetition of why Empire Metals couldn't growHe had to be educated in the evolutionary process and we knew it

Well, when they rose into the 30's, he changed his moniker, he changed a glass hakf empty, negative there's always a problem poster, into a positive almost ramper.

Basically, people like yourself are observers, problem identifiers not solvers.

Until you see clear, contractual, financial revenue that you can then fundamentally analyse and assume a P/E ratio, therefore a company capitalisation and therefore a share orice, you'll stsy away

You are not convinced of Defence Holdings failure because if you were, you would short it and we both know you haven't.

So you'll observe it, monitor it and if it does indeed gain contracts, you'll buy in.

I see you as a future positive contributor but you'll probably be about 600% behind me before that happens.

At Rolls-Royce some people didn't start buying until £5, i was already up 700% by then.

They've dobe well they are up 250%, I'll ket you work out mine.

Same with Empire Metals, some started buying at 30p and are now 100% rampers, trlling me what the orice will be in 27,38,29 and 30.

I've nearly 12 million of them

It'll happen here, as soon as contracts land, so will new posters, rampers you name it.

You'll buy in.

I'm holding 27883674, I'll be happy and your reticence is why you'll never ecer build generational wealth.

Empire will bec£2 by rnd of 28

Rolls-Royce will be £18/20 by end 28.

Https://www.linkedin.com/posts/charlottelouisebrown_landwarfare26-defence-operationalreadiness-ugcPost-7475856358601392128-Tbsf/?utm_source=share&utm_medium=member_ios&rcm=ACoAAAiGqZQB45DY7tdCreadqntb6CKgCc-QRO8

Just wrapped up two days at the Royal United Services Institute Land Warfare Conference in Westminster.

A standout few days of discussion on land power, deterrence, readiness, industrial resilience, and the future of defence modernisation.

Several comments stayed with me:

🔹 “It's no longer a choice between readiness and transformation. They are one and the same.”

🔹 “No nation can deter by itself.”

🔹 “Interoperability must be engineered, not assumed.”

For me, these three points captured much of the discussion.

Defence modernisation cannot be treated as something separate from readiness. The ability to adopt, integrate, and operationalise new technology is now part of being ready.

That also means moving beyond the idea that capability can be delivered through isolated programmes, standalone tools, or single-vendor approaches.

Lieutenant General Sir Simon Hamilton, Deputy Chief of the General Staff, British Army, spoke about moving from the traditional defence industrial base to a broader defence ecosystem. That distinction matters.

An ecosystem is not a partner slide or a procurement label. It is about bringing together the right capabilities, organisations, and operating models so defence can out-think, out-adapt, and outpace adversaries.

The same point came through in discussions on AI and autonomy. These technologies are not a replacement for human judgement. They are enablers of it - but only if they are integrated into the way people already coordinate, decide, act, and learn.

Rupert Pearce, National Armaments Director at the UK Ministry of Defence, also made a point that should resonate across industry: supply chains need to be treated as a warfighting capability. In crisis, they must be able to scale in days, not years.

That is the challenge defence now faces: readiness every day, speed at scale, interoperability by design, and adoption fast enough to matter.

It is also why genuine mission partnerships matter — not as a slogan, but as a practical requirement.

The Oracle Defence Ecosystem is one example of organisations trying to move in this direction. The collaboration between Mattermost, Arqit, archTIS, and Whitespace around secure operational collaboration is another example I have been close to.

Neither is about one organisation having the whole answer. The point is the opposite: no single organisation can deliver the complete capability defence needs on its own.

The future of land warfare will depend not only on better technology, but on whether governments, militaries, industry, and trusted mission partners can integrate and operationalise that technology quickly enough to make a difference.

The closing keynote address delivered by UK Defence Secretary Dan Jarvis at the 2026 RUSI Land Warfare Conference provides powerful validation for the macroeconomic thesis driving Defence Holdings PLC.

The core structural takeaways connect his address directly to the business model:

Finalising the Defence Investment Plan (DIP): Jarvis confirmed that his number one priority is to finalise and publish the long-awaited DIP before traveling to Ankara with the Prime Minister. This milestone removes the policy gridlock, establishing a definitive roadmap for state deployment.

Historic Budget Expansion: Jarvis directly corrected the narrative regarding defence cuts, stating that defence spending is rising by more than anyone currently in uniform has ever seen. The government is committing £270 billion over this parliament, with the DIP adding more capital on top and defence positioned as the number one priority for next year's spending review.

Mandated Investment in Autonomous Systems & AI: Drawing explicit lessons from the war in Ukraine, where conflict is now waged with drones that think for themselves, Jarvis stated it would be reckless to ignore these shifts. He mandated that artificial intelligence, autonomy, and uncrewed systems will receive major investment reflecting their strategic importance. This directly targets the precise capability layer provided by ALRT's CollectiveOS and Meridian accelerator.

A Pivot Towards High-Velocity Innovation: He highlighted that military innovation cycles have shrunk from years to mere months. Jarvis explicitly endorsed Chief of the General Staff Gen. Roly Walker’s vision for a hybrid force combining high-end platforms with a mass of "attributable and consumable capabilities," confirming that the DIP will fund these next-generation requirements.

A Call to the Industrial Base: Acknowledging recent difficulties facing defence companies, Jarvis stated he is relying on the entrepreneurialism of the industrial base to implement the DIP. He noted his first official engagement in the role was visiting an uncrewed systems center, underscoring his hands-on focus on agile tech procurement.

The Bottom Line: The funding logjam has broken, and the UK state is actively moving to deploy billions in fresh capital specifically ring-fenced for software-defined defence and sovereign AI capability. ALRT has spent the last year quietly putting the exact architecture (CollectiveOS) and enterprise partnerships (Oracle/IMSL) in place to capture this incoming national security mandate.

Latest Share Chat

Member Info for TheExsanguinator

Followers

Following

Posts (Last 30 Days)

Posts (All Time)

Last Post

Member Since

Share Chat Post Distribution (Last 30 Days)

Activity Log (Last 30 Days)