Member Info for Warrie

Allthatglitters,

Your opinion is Iran/Hormuz, that clearly affects the markets, but look at media attention at the moment , Iran drops down the exposure, Starmer resignation, Burnham putting himself forward for P. M. more exposure,... What is running on our T.V sets globally , universally ,people are plugged into football , hours and hours of it.

You might hate it by the reaction of your post,.. but it's there in your face whether you like it or not and it will have some impact , I am not saying it's a major contributor, but like the issuing of more shares it all creates dilution.

Norwej

I am invested here , just an honest appraisal of the situation.

I gave a realistic view of how I saw the flaws in CAPAI, I notice you still loitering around with intent on that share.

When you turned up here a few days ago I thought ," how many posts before he starts calling out folk".

You disappoint me ,.. thought it would have happened sooner.

I think we can write off June/July for any activity, get the World Cup out the way.

Might even be companies across the markets thinking any news will get watered down by distraction of the football atm.

I noticed how thin anything newsworthy has becone since it all kicked off, so keep some dry powder and see no point in increasing my average if this continues to stay flat for another month.

They don't fool experienced investors but their methods trick newbies, I like to think karma kicks them in the teeth at some point on their journey through life.

I see the market making monkeys up to their usual tricks today, 100% spread , based on nothing more than greed and the fact the markets are now completely controlled by them , FCA may as well be dismantled to save money.

Tommy,

Your making a judgment on L.S.E. a free bulletin board, come off it. I have many relatives in the U.S. Montana, Oregon, California and upstate New York, they don't make sweeping statements about British people. Then you talk about hate on this board, do us all a favour and take a chill pill.

Nice progress bronze award and consideration for titanium innovation, VML doing the PR , good spot Jungle and Cliveas 👍

Roger is the leading candidate for knob of the month award,..which he recieved in April and May.

So you have reported a corrupt company to a corrupt financial ombudsman, good luck.

Sums it up when someone brags about getting in at 0.5p thinking they got a bargain entry price, might as well give your loose change to a Animals in Distress charity shop, that way you will have at least gained a sense of achievement.

Why VML's continued involvement matters

A typical agency campaign ends after launch.

Yet months later we now have:

Amsterdam launch

Global media campaign

Cannes Lions shortlist

T-Rex earrings

Continued VML branding

That suggests VML still sees value in pushing the story.

BSFA's market value has generally been tiny relative to the scale of exposure.

Most companies can only dream of:

Reuters coverage

Global TV/news pickup

Cannes Lions recognition

Partnership with a WPP-owned agency BSFA's market value has generally been tiny relative to the scale of exposure.

Analysing this as a venture investor rather than a public-market investor, the most valuable thing created by T-Rex Leather may not be the leather itself.

It may be the contact list.

If the campaign genuinely put LGL in front of:

luxury brand innovation teams,

fashion executives,

sustainability officers,

material-science scouts,

then the project has effectively become a global lead-generation exercise.

One contract with a recognised luxury house could be worth more than all the media impressions combined.

1. VML appears to be treating T-Rex Leather as a major agency case study

VML has elevated T-Rex Leather into its global portfolio of flagship work, alongside campaigns for multinational brands. That's unusual for a small AIM company's subsidiary. The project has its own dedicated VML case study and Cannes Lions promotion.

4.63 billion media impressions

+26% uplift in luxury prestige perception.

These are VML's numbers rather than independently audited figures, but if even partly accurate they suggest real industry attention.

4. VML is framing this as a new luxury category

One sentence jumped out:

Luxury does not collect replicas.

VML argues previous lab-grown leather companies failed because they were selling substitutes. Their strategy was to create a material with its own "origin story" and scarcity value.

That's important because it implies:

they are not competing against leather,

they are trying to create a premium category above existing leather alternatives.

5. The Cannes shortlist is coming from VML Paris

VML specifically states:

"T-Rex Leather" by VML Paris for Lab Grown Leather Ltd was shortlisted in Environmental Innovation.

That means this is being driven through one of VML's major international offices, not just a local UK project.

6. There may be a route into luxury groups

This is speculative but worth noting.

The luxury industry is already investing in lab-grown materials. For example, Kering (owner of Gucci, Saint Laurent, Balenciaga and others) has previously backed lab-grown leather development.

If LGL can prove scalability, there is already an established route by which luxury houses evaluate these materials.

VML is arguably the most commercially valuable partner BSFA/LGL currently has outside the science itself.

Who are VML?

VML is the global creative agency formed from the merger of VMLY&R and Wunderman Thompson and is owned by WPP, one of the world's largest advertising and marketing groups. VML has roughly 26,000 staff globally and works with major multinational brands. → tissue engineering and leather production.

The Organoid Company → protein/genome engineering.

VML → creative innovation, brand creation, market positioning and commercial storytelling. * rather than just a material. on its website. luxury prestige perception** -calling fashion companies. actively investing time and reputation in the project rather than treating it as a one-off campaig

The key unanswered question is whether VML's involvement ends at publicity or whether they are actively helping LGL source luxury-brand licensing and commercial partnerships behind the scenes. If that becomes visible, it would be one of the more important non-scientific developments for BSFA.

Davey

What is more obvious is your presence on a board as soon as it shows signs of upward movement, ..and we all know what follows from your previous posting history.

Zzzzz,..

@asimpleinvestor and swervington ,

Guys, I am not posting here to create fear, I merely suggested my reasoning for the drop as "sell on news", brigade who do this as routine and they are disciplined this way, by derisking the have taken gains , some may sell up compleely in the hope that if there is a funding announcement they can sit outside and wait for the share to bottom .

The ATM raised around £878k, is a facility that controls the issuance to lessen the impact of dilution over time, however it is not unlimited and with ALRT's ambition there will come a time where more funds will be required, how they arrange that is either institutional backers, which vould mean more shares allocated or they raise by coming back to private investors.

My estimation is they had a healthy cash balance going into 2026, approx £2.8 million, typical cash burn for a company this size annually around £1.5 -2.5m, so they may have funds to extend beyond 2026.

But each RNS absent of contract win or revenue generation keeps the clock ticking and the cash reserves dwindle.

I think short term we are seeing the business forming into a specialist defence agency , embedded deep within Government, long term prospects will only give back meaningful returns to investors once the contracts get signed and they build a solid portfolio of Defence partners generating income.

What has happened here today is becoming habit forming on all shares. Too many people now skeptical when an RNS lands containing good news, when in reality it's just information for the market to digest with no fundamental changes. Those sell on news punters helped by a growing group of better informed investors are derisking and removing exposure to the next RNS which may contain more fundraising, placing or warrants.

We are all aware that companies often put out positive RNS'S and then immediately hit investors with a begging bowl the very next day.

It happens every week so that could well explain the share dropping 17%, in the last week BSFA and RC365 had exciting news, followed by an RNS funding announcement.

Until ALRT has a regular revenue stream there will always be the need to generate funds to develop the business,long term investors understand that company structure,..it's the unsophisticated punters that put a tenner on the 'gee-gees" that are left head scratching and can't reason why the S.P. has dropped on good news.

Yep, happens alot these days, dropped bid for no reason other than to panic a few inexperienced holders to get cheap shares.

Davey

"How's your £500 punt going in BSFA"

You just proved my point, you know full well the £500 was a "top up", so your econimical with the truth approach continues, I can see how easy it is to fall into that trap, quite habitual behavior.

While we are on the subject of investing elsewhere, you seem to be all alone with your " massive buy" in TRAC., and massively underwater.

Just filter the serial liar, he's just attention seeking, no constructive conversation will come from his head.

Look at his posting history that will tell you all you need to know about him. 7533 posts of mostly misleading FUD.

I see the serial liar Davey is in here , wondered where he had slithered off to, full of b.s