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Update shared on23 Sep 2025

Oxydoxy's Fair Value
US$0.35
86.1% undervalued intrinsic discount
02 Oct
US$0.049
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1Y
n/a
7D
14.7%

📢 Summary Post: ALRT.L Volume Surge & GULDF OTC Opportunity

Disclosure: I hold shares in GULDF. This is not financial advice. Do your own research.

ALRT.L (Defence Holdings PLC) closed today with strong momentum — breaking out of consolidation and pushing volume to over 140 million shares, nearly 2x the recent average. This comes ahead of the scheduled 22 September investor broadcast, where leadership is set to present “Project Ixian,” the company’s first sovereign AI defence product developed with Whitespace.

This isn’t just a repositioning story. It’s a full transformation:

  • From esports to defence-tech
  • From pink sheet obscurity to London Main Market
  • From concept to MOD-facing product development

💥 The value is now being reflected in the market cap — not in price discrepancies between listings, but in the company’s growing strategic position.

For U.S. investors, GULDF (OTC Pink) appears to be the only direct access point. Until very recently, GULDF was nearly invisible — trading only ~30K shares a day. This week that changed:

  • 📈 Day 1: ~30K
  • 📈 Day 2: ~90K
  • 📈 Day 3: 297K+, with a rising ask

The price tracks ALRT.L closely now, which is expected — the key difference is awareness. The OTC ticker hasn’t caught up in visibility or volume, even though it mirrors the same underlying equity.

💡 With a UK‑NATO aligned strategy and potentially first-mover status in sovereign AI defence infrastructure, I believe the current volume ramp in GULDF is the beginning of a broader U.S. discovery phase.

Disclaimer

The user Oxydoxy holds no position in OTCPK:ALRD.F. Simply Wall St has no position in any of the companies mentioned. Simply Wall St may provide the securities issuer or related entities with website advertising services for a fee, on an arm's length basis. These relationships have no impact on the way we conduct our business, the content we host, or how our content is served to users. The author of this narrative is not affiliated with, nor authorised by Simply Wall St as a sub-authorised representative. This narrative is general in nature and explores scenarios and estimates created by the author. The narrative does not reflect the opinions of Simply Wall St, and the views expressed are the opinion of the author alone, acting on their own behalf. These scenarios are not indicative of the company's future performance and are exploratory in the ideas they cover. The fair value estimates are estimations only, and does not constitute a recommendation to buy or sell any stock, and they do not take account of your objectives, or your financial situation. Note that the author's analysis may not factor in the latest price-sensitive company announcements or qualitative material.