There is something going on, so lets us remind ourselves about...

There is something going on, so lets us remind ourselves about the KPMG defence review, Archtis is advising KPMG that is advising defence.
Let us ad AUKUS to the mix, defence supply and contractors, ITAR certification, defence show and tell going on everywhere, there is so much going on that i have forgotten most. The market is just starting to realize where all this is going. Sticky! Very very Sticky.
Just look at the buy side, they are still hoping for the impatient to sell, but the top 100 is very much cemented in. By the way can anyone verify if someone from defence connect has popped up on the share register...