Member Info for TheUmber

Defence Investment Plan time has moved to 2.30pm.

Dan Jarvis is due to set out the Defence Investment Plan in more detail in the House of Commons at around 2.15pm today. 👀 🤞

Https://x.com/OrosurM/status/2071580547587920075?s=20

CEO Andrew Roughan:

https://www.youtube.com/live/dqtnrUl16f4?si=ZozoW7UjKpDxytDl&t=1410

Join Oracle TV live from Brussels for coverage of the Oracle Defence Tech Summit 2026. Hosted by Fritz Nelson and Shanna Adamic, this program brings you into conversations with Oracle executives, customers, partners, and ecosystem experts who are exploring the technologies and partnerships shaping mission success. Hear perspectives from Defence Holdings, 👈 Whitespace, Quori, Unplugged, Airis Labs, and Deloitte as they discuss AI, secure cloud infrastructure, data sovereignty, operational readiness, autonomous systems, resilience, and faster decision-making. The conversation focuses on how defense organizations are modernizing critical operations and preparing for an increasingly complex world. Join us on YouTube Live and follow the discussion from Brussels.

https://www.youtube.com/live/dqtnrUl16f4?si=_qcZU1j6FxycNH-m

Same here, i'll be aiming for a nice chunky top up first thing if we get anywhere near 1p.

Https://youtu.be/jebN_R6ty0g?si=C88RswJbWOGko016&t=5

Https://youtu.be/jebN_R6ty0g?si=H1x2JrZLEXXBfmzC&t=494

You're welcome! Good Luck! :)

"The next war won't be won by armies, navies or air forces alone.

It'll be won by the country whose 19 year olds can code, whose factories can build drones in weeks not years, and whose grid stays on when someone tries to switch it off.

Industry. Society. Economy. That's the fight now.

We're not ready. And we're not being honest about what getting ready will cost."

https://x.com/AlistairCarns/status/2065386438955348361?s=20

Yes, Trading 212 is zero fees so is very good for new retailer investor who are looking to invest some their ISA's. Their app is very good and to be fair most of the buys go through fine but unfortunately, every now and then you get a share that just takes ages to buy... and Defence Holdings seems to be one of them shares. 🤷

Yes it's an awful platform for buying Defence Holdings... leave your order pending and it will buy eventually but can sometimes take days. I did speak with the support team about it and they we're no help at all, they said get back to us in 3 working days if the order is still pending.

Thankfully Trading 212 is just a second account for me. I would recommend you signing up to somewhere like iWeb (now Scottish Widow) who does a trading account and a Stocks & Shares ISA account where the trades are only £5 per trade which you normally make back pretty quickly because they quite often buy at better than the ask price (Trading 212 very rarely do). Hope that helps.

https://www.iweb-sharedealing.co.uk/

I finally managed to catch up on Charles Archers fantastic interview with our new CEO Andrew Roughan, very informative and exciting for shareholders... by the sounds of it we are in for a steady stream of news over the next few months. Recommended listening for all shareholders. 👍

https://thatstocksguy.substack.com/p/defence-holdings-dac

For any new investors to Defence Holdings or for those needing a refresh, here's the playbook url... worth a read to understand the direction of travel:

https://www.defenceplcplaybook.com/

Fair play to our new CEO Andrew Roughan, he's sticking to his promise so far of regular updates..... this news alone with help calm shareholder fears that we where being taken for a ride. Good job, keep the news coming Andrew.

Good interview and nice update from Brad. Finally good to hear some news about El Pantano which is sounding very much as we expected... early stage low grade but confirming what they hoped for. I would certainly look into other labs for future samples, or if doable, ship them to the lab in Colombia.

All round, pretty decent update and looking good for H2/26. 😊

"We are currently developing three products. We know that some will fail, and we welcome that — the learnings, the customer feedback, and the relationships built in the process are real assets. We also forecast success from some, and we are building the mechanisms to capitalise on it. In due course, we will announce new products, new relationships, and first customer contracts."

OM Defence Systems look pretty good and already have a foot in the door to the European market...

https://uk.linkedin.com/company/omd-systems

Https://www.lse.co.uk/rns/ALRT/

Justin from BCV with another review on OMI from yesterday.....

https://youtu.be/iozHF97waVw?si=KLiATxIPR_JVvOTw&t=640