LANSARY. Defence Bring us the decision
Lansary Briefing · LB-DEF-2026-05

The target is not the whole target.

The clean answer is not a market view. It is a register read. STS Defence Limited is the operating target. Companies House records its active PSC as Cicor UK Ltd, notified on 28 March 2025. Cicor UK resolves to Cicor Technologies Ltd in Switzerland. The procurement record then adds the second part: the Royal Navy Type 26 SATCOM award describes the technical route as STS plus SNXP, not STS alone.

14 pages · published 6 July 2026 · every figure traces to a named public record

What the record shows

What the public record shows.

Public record
STS Defence, Companies House

https://find-and-update.company-information.service.gov.uk/company/03193298

Public record
STS Defence PSC page

https://find-and-update.company-information.service.gov.uk/company/03193298/persons-with-significant-control

Public record
Cicor UK PSC page

https://find-and-update.company-information.service.gov.uk/company/11671253/persons-with-significant-control

Public record
Find a Tender award 2025/S 000-079452

https://www.find-tender.service.gov.uk/Notice/079452-2025

Each finding in the briefing traces to a named public record — a notice ID, a filing, a register entry — so you can check any line yourself. The full read, with sources, is in the PDF.

The open line

What the public record doesn't settle.

That is the diligence turn. The target cap table tells one story; the award and VEAT notices tell another. The public record does not certify the private contract, but it does tell the buyer what must be requested next: the STS/SNXP agreement, change-of-control consent, termination rights, substitution plan, accreditation evidence, IP/data rights, and continuity plan.

Lansary also reads the record in aerospace and nuclear.

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