Member Info for Theholder

Need it to be royal navy blue colour ! 🤣😉

@Pott

I think i said before if we can make it through today without a 5pm rns about milestones unobtainable or extra warrants etc etc, i think we may be in the clear for the rest of dec.

@Warrie

Sounds great! imagine if the classified product had something to do with that? Idk thats just speculation and wonder on my part.

Something else that found

Link - https://www.gov.uk/government/news/uk-and-norway-to-operate-together-to-counter-russian-undersea-threat-through-major-new-defence-agreement

Linked in is back up now

Also this was posted yesterday by whitespace

Link - https://www.linkedin.com/posts/whitedotspace_sovereignai-collective-uktech-activity-7401925369865326592-P7Js

Was driving home yesterday then i realised, the entire week i hadn't checked the twitter or linked in!

And im glad to say that i did remember as this has just made Friday a little better !

As we head towards the end of the week, we wanted to take this opportunity to congratulate our strategic partner Whitespace on securing $13m (£10m) Series A funding to accelerate Collective - their AI operating system supporting missions across Defence and National Security.

This funding marks an exciting next chapter for Whitespace an their team.

We look forward to deepening our partnership, supporting the safe, trusted deployment of sovereign AI across the UK’s most critical environments.

Link - https://www.linkedin.com/posts/defence-holdings-plc_as-we-head-towards-the-end-of-the-week-we-activity-7400160681997774848-RGUv

Andrew Webber of Whitespace commented saying - As a key strategic partner to Whitespace this investment simply supercharges our ability to jointly move even quicker and accelerate the build, deploy and scale of mission driven AI in support of UK, EU and NATO defence and national security. Project Ixian was simply the starting gun on this strategic partnership. The speed at which we moved that, from concept with the customer, to the build phase demonstrates clearly we are moving at the speed required to match the global geo-political threats.

Looking good! GLA

I said i would switch off for the weekend, but truth be told. I cant stop reading and researching. This is some info i have came up with help of AI, ive been looking into RNS probabilities and obviously all estimation with some factual backing.

Fyi - sadly i cannot tell the future, as if i could id just tell you what numbers to play on a roulette table…

Operational (Primary) - Project Ixian "Value Realisation" / Deployment - estimated probability, High (>90%) - Management explicitly guided "December" for first phase rollout.

Capital Markets - ATM Facility Utilization Update - estimated probability, High (>85%) - Mid-Dec 2025 - Regular reporting cadence established (bi-weekly/monthly).

Regulatory (Statutory) - Interim Results (6 Months to 30 Sept 2025) - estimated probability Certain (100%) - 18 Dec – 31 Dec 2025

Strategic - Post-NATO Summit / Task Force Maven Update - estimated probability Medium (60%) - Q1 2026 - Follow-up to Nov 21 Industry Day participation.

Commercial - Second Sovereign AI Product Unveil - estimated probability, Medium (50%) - Q1 2026 - "Active co-development" noted in Oct 2025 update.

Hoping this installs some faith back into ALRT as it did for me. GLA

I can certainly see morale is slowly fading here.

But we must not lose faith, i can see from both sides why people are apprehensive or eager about £ALRT but as i said before you bought the story and the idea, this is not a day trade.

dont lose hope, would be silly to sell before an RNS telling us definitive info.

I would be curious to hear everyones ideas about whats going on

GLA - Switching off for the week! Hope you all have a good weekend!

@peregrinetrouser

Absolutely, im hopeful when we get some more meaty info to read and infer, maybe there might be less insults and more credible info for all of us to look at and read into!

Only issue is that most of what alrt does is pretty hush hush so we can only manage with what they throw us haha

But currently ive not been as active on this board as i once was for both of those reasons.

But like a storm it should pass…

Though i do like to come back once in a while and help answer questions and hopefully bring some interesting insight from my point of view.

GLA - hoping you all are enjoying your weekend.

@Caine66

No problem at all!

Gla - Have a good weekend, lets look to next week to see what that brings !

@Caine66

Good point, my apologies!

But again yes it does even more so, as main market is stricter.

so if it still contradicts what was previously said prior, they would need to tell us as its still price sensitive info.

For main market - DTR 2 - Disclosure Guidance and Transparency Rules

Have a good weekend all!

@sharpey

In short, yes they would have to.

As it would be price-sensitive information which would fall into the Aim/Lse rules, guidelines etc etc

Aim rule 11 - link - https://docs.londonstockexchange.com/sites/default/files/documents/AIM%20Rules%20for%20Companies%20%2801012021%29_1.pdf

Have a good weekend all

Also for those that are interested, remember we haven't had any info yet from the Nato & Mod so im sure we will get some positive news from that.

So we have a interesting month coming up and hopefully a fantastic first quarter ‘26

GLA

Not long to go now, Monday will be the first day of December and a step closer to seeing what the value realisation for project Ixian will mean for the sp and for us investors.

ALRT explicitly stated that “the first phase of value realisation … is scheduled for December.”

Link - https://www.lse.co.uk/rns/ALRT/first-ai-product-build-in-information-operations-zjlopkzxva5dxkw.html

Fascinatingly December seems like a milestone target, as Ixian is going to move into its first commercial phase, so it makes Dec a key month potentially for a good RNS and further good news.

Main idea to take away - December is well worth watching closely must be treated as a potential turning point.

GLA - have a good weekend all, switching off for the day.

AI summary of what this means for us at a glance for those that are interested

88 Energy’s latest update confirms a fully funded 2026 horizontal production test in the same SMD-B reservoir system where Pantheon Resources recently reported a substantial 565-foot hydrocarbon column at Dubhe-1. With two operators now progressing in the same play and both hitting encouraging data, confidence in the wider geology continues to grow.

For PANR, this reinforces regional momentum and helps de-risk the basin as a whole. But the outcome for Pantheon still comes down to its own acreage quality, well performance and execution. Phoenix strengthens the backdrop, but PANR must deliver on its own work to realise the value.

Gla :)

I reckon ALRT could realistically drop an RNS before year-end because their interim results are due by 31 December and they’ve said they’re targeting key Q4 validation milestones, which companies like to update the market on.

There’s also been a lot of operational activity recently, so a December update wouldn’t be surprising to me. But i think defence deals and tech validation can take longer than expected, also with the company still working through contract negotiations, ATM funding and product build stages, any major news could just as easily slip into January.

So i think December is possible

But

Yet January is equally likely, it all comes down to whether their internal milestones and contract sign-offs land on time.

Interested to hear and read what you all think.

GLA - have a great day everyone

My honest opinion is People did say the same thing about the dot-com bubble and in a way, they were right to. The hype massively overshot reality, loads of junk companies died and anyone chasing madness at the top got smoked. But the important bit is this, the internet itself didn’t go away.

Out of that bubble came Amazon, Google, cloud computing, social media essentially the entire modern digital economy.

AI is similar i agree there’s hype, silly valuations and stuff that won’t last. But the underlying technology is real, already embedded in defence, finance, healthcare, and everyday tools.

So even if there’s a correction or AI bubble pop, the long-term trend of AI eating into everything is still intact it’s more a question of which companies survive. Not whether AI itself. Just to clarify this is all my own opinion.

Gla all, hope you all have a good week!

@mariusz Can you send the link thanks :)

M22_crx,

Is there a link you could send over cheers :)

As ive always said, you are here because you like the stock and like the story

Gla