With a market cap of 31 Million and a share price of 1.7p, This new early stage defence company is looking interesting. The vice Chaiman is ex Raytheon technologies and the Chief technology officer is ex Microsoft ventures UK CEO. Chairman is Field Marshal Lord Houghton.

Vice chairman, James Norwood has been invited to join the Coalition of the willing. This is is a select group of industry experts supporting the NATO Industry Advisory Group. This could potentially lead to Nato country contracts.

09/09/25 " It said Norwood’s appointment reflects growing recognition of its role ‘in contributing to the sovereign digital capability agenda’, as well as his own expertise. It also places Defence Holdings ‘directly alongside senior executives from leading primes and disruptive technology companies in shaping NATO-aligned priorities".

" The company further stated that CoW participation provides it with direct involvement in early-stage NATO tasking and studies; opportunities to strengthen relationships with senior decision-makers from NATO member industries; and a platform to represent ‘the perspectives of a sovereign UK-listed technology company’.

11/09.25 Defence Holdings PLC [LON:ALRT], the UK’s first listed software-led defence company, has unveiled its inaugural sovereign artificial intelligence system, Project Ixian, in a move that underscores growing concern over the destabilising impact of disinformation and cyber-enabled hybrid threats.

The initiative, announced this week, represents the first in a planned portfolio of sovereign AI-enabled applications under the group’s Defence Technologies arm. Project Ixian is designed to tackle information operations, an arena highlighted in the forthcoming Strategic Defence Review 2025 as one of the most urgent and contested areas of modern conflict.

https://www.ajbell.co.uk/news/articles/defence-holdings-vice-chair-join-natos-coalition-willing

https://www.thearmchairtrader.com/uk-shares/defence-holdings-launches-sovereign-ai-information-warfare-platform/

" The first AI application is already under development for the UK Ministry of Defence (MOD), although currently operationally classified, it demonstrates long-term deployment potential. Defence Holdings is already engaged with one of the world's leading technology providers to execute the product. As part of this move, Andrew McCartney, co-founder of Whitespace, will assume the role of Chief Technology Officer (CTO), effective immediately".

" Defence Holdings will gain immediate access to Whitespace Collective OS, a robust AI Operating System built for scale and real-world deployment, which meets the MOD compliance framework and aligns with the Five Eyes interoperability standards set out in the UK's Strategic Defence Review 2025 (SDR25). In addition to accessing Whitespace's pioneering technology, Defence Holdings will be connected to the company's extensive network of collaborators from across the MOD, the UK Government and NATO. This collaboration will provide the foundational infrastructure for the rapid development and deployment of secure AI applications, significantly reducing time-to-market for new capabilities "

https://finance.yahoo.com/news/uks-first-listed-software-led-060000134.html

The share price has risen considerably in recent days and weeks so it may well drop soon as is normal with these small cap companies and also because it has risen so much recently, it could be a bumpy ride but if and when they do have contracts with NATO countries and others then I see this rising higher and potentially much higher. These smaller companies can bounce nicely on good news.

The company does seem to be in the right place at the right time and meeting with the right people at a time when NATO countries are having to increase their defence spending considerably. NATO is also looking at how to use AI to tackle threats, especially from Russia.

The company is working with one of the magnificent 7 companies to make their AI systems, it doesn't say which one but I guess it could be MIcrosoft what with their CTO having worked with them before,

Trusted defence tools

Andy McCartney, chief technology officer at Defence Holdings, said the product demonstrated the company’s ability to move from strategy to delivery.

With Ixian set to begin phased deployment before year-end, Defence Holdings is seeking to position itself not only as a domestic supplier of sovereign digital resilience but as one of the few emerging defence technology players able to match the scale of global primes.

Got a good feeling about Defence Holdings LSE: ALRT

This is Not financial advice just some DD I thought I'd share.