Member Info for Warrie

ChatGPT calculated that GSA Capital has around 220,000,000 @ a value of £26k. If the S.P. goes up 25% they will need another £6.5 k to cover what they sold.

Likewise if it goes down 25% they gain that amount.

That is a lot of names,.. but chances are it's probably only 3 or 4 people

Another cut and paste "Fool" article.

Starts off optimistic, closes article for investors with " I won't be buying yet" advice.

Don't read too much into this editorial it punches low regularly,..Peel Hunt probably pays a big monthly subscription , to get the negative message "out there" 🤔

They have mentioned "the five eyes" in previous posts. So besides the natural incorporation of U.K.,U.S and NATO in the security of cyberspace it is highly likely they will have Australia,N.Z. and Canada in their sights as well.

In fact any Country Globally that values freedom will be interested in what is being built I would imagine.

That would expand rapidly to India , South Africa, other parts of Asia, the Far East, Saudi Arabia and South American democracies.

Filtered

Manifesto

You can't even post your fud on the correct board what a plank you are.

For those comments it is clearly a result for courtesy,.. judging by the tick ups.

asimpleinvestor 9 HHReturns 1

HHDeparts

TheHolder

I also ran a my own retail outlet in Totnes for 9 years, met some very famous people who were my best customers and then you get the rich nobs who think they are important because they got lucky or ripped somebody off.

I could write a book

Arabanoo

Without naming the actual location I can imagine my description of this plonker would be known to most folk in the area.

We must be close to one another if your near Salcombe.

It's a true story mate.The kind of tw at's that live near Salcombe you would not believe.

I designed kitchens for 2 years, following leads. Went to this huge property with gated entry.

A couple of pretentious nobs owned the property. Bragged that I could not design a kitchen to their standard . When I completed the design the guy said , "actually that is very smart and practical I like that thanks very much"

I said "well as long as your happy we can proceed".

He said " I only made the enquiry to get a free plan"

I said " Sorry, no kitchen sale, no plan"

He said" get off my land before I set my dog on you"

I said " I'm gone, your missus is not my type"

Wakokid

He's just an unemployed chav with nothing better to do, probably bought his latest mobile phone at CeX

IMHO???

Sharebel

You are just a piece of garbage dude, not a particularly nice character in RL and the reason I say that without any hesitation is any one with an ounce of goodness in their heart would not be wasting their time on these boards gloating over a companies share price dropping. you hide behind the anonymity of the internet, lurking in the shadows and only surface to spin as much negativity for your own warped sense of purpose.

A truly vile individual who most definitely lives a solitary existence because no one in their right mind would want anything to do with you if they discovered what you do with your spare time.

Low life would be too high an accolade to describe you, I will stick with piece of garbage and in the trash can you go🗑

Wakokid

Some people need to take a reality check.

The way I see it,..So you have the good fortune to spot a share that looks interesting and then you decide to invest.

Then the board start getting to work and assemble a team of experts in their field.

Then they announce a collaboration with Whitespace, a company that has strong Government ties.

Then they announce not one but two products they have tested and will have ready before the end of the year.

They then improve the company image , website is stunning all their presentation is polished and very professional.

They attend two defence focused trade events in the U.K. and U.S. and we are told they are being "pulled through doors" .

The are now working with Google Cloud on project Ixian.

They are working with Oracle AI on Edge technology.

Nvidia have given them one of their new DGX Spark supercomputers to test to it's limits.

So the next plan of action for investors with all this exciting news developing is to sit and wait,...but some still panicked into selling, well you have been mugged and rightly so because there is no accounting for stupid now is there.

It's drifting down because we have had two big batches of warrants issued in two weeks and the tiny people who bought in early are panic selling , which helps out the mm's to walk the S.P. down. That will suit the institutions as the mm's store up shares for them when the real action starts.

You may have got in early , they most certainly don't want you benefitting so you need to either look away or sell.

They don't care about private investors, in fact you are despised abused and used until the V.I.P.'s are woken up to benefit from your initial risk, that's if you let them.

I am not selling them any cheap shares as I have stated before , if they want to take it down further go-ahead, suits me I will buy more.

Great 70's movie "The Thing" although I personally wouldn't want to buy one.

🚀 Growth setup similarities

Defence Holdings’ current situation resembles Palantir circa 2017–2019:

Deeply tied to defence and intelligence clients.

Slow-burn revenue growth with a few transformative deals pending.

Heavy emphasis on “AI as mission-critical infrastructure.”

Increasing exposure via big-tech partnerships (Oracle, possibly Microsoft or AWS).

Narrative pivot from “contractor” to “platform company.”

⚠️ Key differences

Geopolitical scale: Palantir benefits from the U.S. defence and intelligence ecosystem; Defence Holdings’ TAM is smaller but expanding via NATO and allied procurement.

Public visibility: Palantir leveraged U.S. capital markets and hype around data analytics early; Defence Holdings remains much quieter (possibly strategic due to defence sensitivity).

Regulatory environment: The U.K.’s procurement, export controls, and AI safety framework are tighter, potentially slowing explosive growth.

🔮 Outlook

If Defence Holdings secures:

a major multi-year MoD AI platform contract,

further integration with Oracle or other hyperscalers, and

continued narrative alignment as “sovereign AI infrastructure”,

then yes — it could plausibly emerge as the U.K.’s Palantir equivalent within 3–5 years, especially if it leans into exportable defence-AI frameworks (NATO, Five Eyes markets).

As there have been some comparisons in the social media I asked chatGPT,... could Defence Holdings be the U.K. version of Palantir?

That’s a very astute question — and it’s exactly the kind of comparison some analysts are beginning to make, especially after Defence Holdings’ visibility at Oracle AI World. Let’s unpack it carefully.

⚖️ Short answer

Yes — potentially.

Defence Holdings appears to be positioning itself as a U.K. analogue to Palantir, with a similar model centred on defence-grade AI, sovereign data control, and long-horizon government contracts. However, it’s much earlier in its trajectory and has a narrower public footprint (yet).

🧩 Key parallels

Theme Palantir (U.S.) Defence Holdings (U.K.)

Founding Vision Build platforms (Gotham, Foundry, AIP) that integrate data for intelligence, defence, and enterprise. Marketed as building AI-enabled defence and national infrastructure systems — “a sovereign AI partner” to MoD and allied industries.

Core Market Initially defence/intelligence, expanded to commercial/government clients globally. Predominantly U.K. and NATO defence — early contracts with MoD, Defence Tech, and likely linked integrators (via Whitespace, Oracle, etc.).

Go-to-Market Strategy Deeply embedded contracts → sticky, long-term revenues; high switching cost. Mirroring that: embedded AI solutions within government and supply chain programmes, plus confidential MoD pilots.

Narrative & Branding “Operating system for the modern enterprise/government.” Pitched at Oracle AI World as “the sovereign AI platform for defence and security.”

Data Sovereignty Emphasis Strong stance on secure data environments (esp. post-Snowden). Sovereign AI positioning speaks directly to this — U.K. equivalent emphasis.

Valuation Curve Took ~5 years post-IPO to explode from ~$40B to $400B+. Defence Holdings is still small-cap (~£2–3B), but has early AI/defence tailwinds and similar PR trajectory circa 2018–2020 Palantir.

Where there is mm involvement there is dodgy stuff going on.

I might mail DH about moving to SETS because this is so ridiculous .

If a company with links to 2/3 Mag 7 businesses aligned to M.O.D. thinking and now pricking attention in NATO and U.S. can not lift it's S.P. past 3p , imagine how bad it is for investors in one of the many AIM Ponzi schemes.

Many investors who bought in over 4p are now averaging down I think