Member Info for thewakokid

Cake-Girl,

A move below 2.00p was always going to be a catalyst for a fundamental change in people's appetite for ALRT IMHO. Risk on or risk off?

TWK - Putting the kettle on.

AVI,

As much as that pal?

TWK - Loading the dishwasher.

IG,

Does the filter work on f**ts as well?

TWK - Clearing up after breakfast.

Ezhit,

Advice ignored.

TWK - Pouring a glass of water.

The Bollies are now indicating a fall to below 2.00p with no clear support level below that.

A major buying opportunity is emerging, which is exactly what the MMs and their cronies have been pushing for.

TWK - Raiding the piggy bank.

Mugoo79,

Lets wait and see shall we? The SDR is, first and foremost, a PR exercise designed to bolster the Labour government's image - at home and abroad (especially the USA and Grumpy Trumpy). It will prove as reliable as Labour's election manifesto. Tax rises anyone?

TWK - Musing on how, as soon as one says anything that is less than really, really positive and org**m inducing, the trolls attack.

Cake-Girl,

A very, very good question.

It could be some profit taking to de-risk the investment.

TWK - Liking brown sauce on his meat & two veg.

Well that RNS might just nudge the SP upwards.

TWK - Saddling up for a day on the range.

Ezhik buddy,

You must be on some very, very strong meds pal and some powerful laxatives too, which would explain the pile of sh**e that you have just spouted.

TWK - Having another coffee.

Why Spoddy, has Grumpy Trumpy been up to his old tricks again?

TWK - Looking for the marmalade.

Which Christmas spoddy?

TWK - Making toast.

Magoo79,

I cannot see the MOD awarding a contract to ALRT to develop the AI based technology that it thinks it needs. ALRT is simply too early stage and too small for the MOD to take a risk IMHO. The MOD would more likely partner with the likes of BAE Systems, Cobham or Qinetiq, all major, well established, well funded defence companies.

My money is still on ALRT being a takeover target for a mid-sized defence company that wants to move into this particular space quickly, rather than take time to develop expertise and prototype technologies in house.

All IMHO, DYOR ask Miss Maureen 118212.

TWK - Off to fill a jug with cold water.

Morning muldoon96,

I was just trying to be realistic, that's all. I work with public sector procurement teams every day and so I have a fair idea about how they go about their business, the legislation and rules that they have to follow e.g. Procurement Act 2023 and how long things can take when it comes to signing contracts. The greatest fear that these folks have is being challenged by a tenderer who lost out on a contract; that translates into a pedantic pace when it comes to procurement.

All IMHO, DYOR and ask the ex Wolves manager who now has plenty of time on his hands.

TWK - Brewing coffee.

I don't want to pour cold water on the fire but I believe that the award of an MOD contract is still some way off.

Firstly, the technology needs to be built. That takes time. Secondly, the technology then needs to be tested, tested and tested again. That takes more time. After that, the MOD will want to trial the technology. And that could take ages. Beyond that, a contract will need to be agreed and once the lawyers and civil servants get involved in that process ................. well, that could take forever.

So, what to do?

IMHO buy now, and spend no more than you can genuinely afford to lose, and sit back for a year or so. After that, buy the Bentley or a McClaren or a Porsche or a Bugatti Veyron or whatever else takes your fancy. And a private yacht too? Why not.

TWK - Waiting patiently for his boat to come in.

Arguments for being a takeover target

Here are facts and dynamics that would support a takeover scenario:

Defence Holdings has recently pivoted from its former business (esports) into a defence-tech / sovereign AI focus.

uk.advfn.com

+2

Investegate

+2

The company is working in a sector (defence technology, sovereign/AI-driven) that is of strategic interest to governments and larger defence primes. For instance its messaging emphasises “sovereign” capabilities, working with allied defence stakeholder and scaling rapidly.

Investegate

+1

The company is still relatively small, early stage, and thus could represent a “bolt-on” acquisition for a larger defence/tech firm wanting to access the UK/European market or sovereign-software capability. Being smaller may actually make it more accessible as a target.

The regulatory backdrop: there is increasing emphasis on UK/European sovereign defence capability, creating demand for niche players that can fill gaps. For example, the UK’s Strategic Defence Review (SDR) puts emphasis on software, autonomy, AI. Defence Holdings states alignment with that.

lse.co.uk

+1

❌ Arguments against being a takeover target

And here are the counterpoints that weigh heavily against a takeover in the near term:

Defence Holdings appears to be very early stage, with much of its current value based on potential rather than an established track record of revenue, large contracts or profits. For a larger acquirer to pay a premium, you typically want proven business lines.

The company has undergone significant restructuring (pivoting, rebranding) and is still raising capital to execute its roadmap. This adds execution risk.

Joshua Thompson

+2

TipRanks

+2

In the defence/sovereign space there are regulatory/security constraints: foreign (and domestic) takeovers of companies in sensitive sectors are often subject to scrutiny. The UK’s National Security and Investment Act 2021 (NSIA) sets out rules for investment/takeovers in sectors considered critical to national security.

Financial Times

Because it’s small and speculative, the premium that a buyer might pay (over current valuation) may be high risk/unjustified unless the Company significantly de-risks its business. From the acquirer’s perspective, they need to believe the technology, contracts, team all line up.

If the Company continues to raise new shares (dilution), that can deter potential acquirers or reduce attractiveness of a takeover premium

Only 10 more sleeps Sharpey.

TWK - Happy with his holding in ALRT.

So reaper, if MFAI is solely an investment vehicle, how can you compare it to ALRT, a company that is building product?

Your posts are misleading IMHO and could cost people money. Stop it and stop it now pal.

TWK - P*ss*d off with fu*k dust reaper.

To all genuine ALRT investors.

Do not fear the reaper, he is full of 18 carat s**t which he is spouting here and on the MFAI BB.

TWK - Pistols locked and loaded, waiting for reaper to respond.

Reaper,

MFAI put some dosh into a fund which put some dosh into Astut - a company founded by a mathematician. No mention has been made of how much, or how little, dosh MFAI parted with. Not very much I suspect as it is a speculative punt IMHO.

And Defence Holdings are miles and miles ahead of Astut and will remain so IMHO.

TWK - Now convinced that reaper speaks with forked tongue.

Reaper,

This is part of a statement on Mindflair's website - News section:

Mindflair plc, the company focused on investing in Artificial Intelligence (“AI”) related technology, is

pleased to note that Sure Valley Ventures’ (“SVV”) second fund (“SVV2”), in which Mindflair holds an

interest, has completed a new investment in Astut Limited (“Astut”).

So, Mindflair has put some dosh (amount unknown) in to a fund which has put some dosh in to Astut, a company founded by a mathematician. The ALRT BOD must be shaking in their boots.

TWK - Wondering why reaper left out a key part of the announcement.