Thought I'd add this news here as an update on Defence Holdings (£ALRT). Whilst DH was already known to be partnering with Oracle, at their defence tech summit last week they confirmed further details of this partnership.
Oracle has committed to integrating Defence Holdings' new accelerator program into their defence ecosystem. Members of the Oracle Defence Ecosystem (which includes DH's partner company Whitespace) will have exclusive priority access to the accelerator program, incentivising them to join it.
The DH accelerator program is essentially a support system for defence start-ups. Companies that are picked will be given access to the resources, connections and experience of DH and its people, presumably in return for a share of future revenue from these start-ups. Whilst DH is a fairly new and small-scale company, their board is comprised of industry experts and defence veterans, and they've already demonstrated their influence with invitations to Downing Street, Nvidia events and a bespoke trial contract with the MoD. By giving other companies access to their USPs, they can monetise them outside of just their own company practices, and make money through other people's work.
For a company like Oracle to be partnering heavily with a company with a market cap under £30M, it screams confidence in DH's future.