Member Info for JackBag69er

Palantir became essential to US defence by making sense of chaos. ALRT is doing that for UK + allied defence with its data platform. Governments pay big for “decision advantage”.

2. It fits what MOD actually wants now

Fast, agile, UK tech. Not bloated legacy contracts. STRONG is literally a trial-to-deploy model. Win a small one, prove it, scale it. That’s how you get onto frameworks.

3. The door is open

Defence spending is only going one way. And ALRT has the team + tech to walk through that door.

It’s early. It’s risky. But the similarities to early Palantir are hard to ignore.

Still holding and DCA’ing monthly.

DYOR

It’s an ambitious vision, I’ll admit that. But my plan is simple: hold through to Dec 2026 or even 2030, and top up monthly along the way.

I’ve been sitting back away from this board due to childish replies to facts.

This is not financial advice, DYOR. This is just how I’m reading the setup right now.

1. The pipeline is now real, not just talk

Meridian launched 18 June with applications open and Oracle + IMSL in as partners. That gives ALRT a formal funnel for early-stage defence/dual-use tech. If 2-3 cohort companies get pulled through, the market will stop pricing ALRT as a single trial.

2. Project STRONG is the template

The £226k, 3-month trial runs June-Sept 2026. The MOD is moving trials faster under UKDI/Asgard. If STRONG passes and converts to a follow-on, that’s a repeatable playbook the market can model. One £10m+ follow-on changes the revenue narrative completely from current levels.

3. Oracle partnership = credibility + scale

Oracle is the hyperscale cloud partner for Meridian. It’s the same ecosystem that gets SMEs in front of MOD buyers without ALRT having to build it all. For a Main Market name, that kind of partner validation moves sentiment and widens the investor base.

4. Main Market rerate potential

ALRT ran +18% on just the transparency notice for STRONG. At £42.8m market cap now, it doesn’t take much revenue visibility to rerate. £1 = £2.9bn market cap. That’s still small vs BAE, but it’s “proven defence software group” territory on the Main Market, not a pre-revenue story.

5. Timeline fits

Sept: STRONG trial ends.

Oct-Nov: MOD evaluation window + Meridian first selections.

Dec: If either converts to a signed contract RNS, you get a year-end rerate into 2027 budgets.

Risks I’m watching:

No signed follow-on, delays on accreditation, or dilution from a placing. If those hit, £1 won’t happen.

I’m not saying it’s guaranteed. I’m saying the catalysts between now and Dec are visible and sequenced. If STRONG + Meridian land, £1 is the kind of number that gets discussed.

I see what I’m dealing with here. Don’t worry Daddy will let you get the last word.

i just cringed so hard at this. crack on and talk *******s on here all day little man. i’ll be back when there’s more news.

Yes correct little man. I read the RNS and wrote down my thoughts on it.

Confused what you’re missing here?

No I didn’t have time kiddo. This board isn’t my life.

Big positive update today. ALRT has officially launched Meridian and opened applications via the new platform.

Why this matters:

1. It’s a deal funnel, not just PR

Meridian is built to bring customer access + Oracle hyperscale cloud + IMSL procurement framework into one place. The goal is clear: take early-stage defence/dual-use tech and get it to customer engagement → contract award → deployment faster. That’s the “valley of death” ALRT is trying to solve.

2. Oracle + IMSL give it credibility

Oracle as hyperscale partner and IMSL handling procurement frameworks, accredited environments and bid support means ALRT isn’t doing this in isolation. This is the ecosystem that actually gets SMEs in front of MOD/NATO buyers.

3. Shows the Playbook is executing

The RNS ties this directly to the “Defence Holdings Playbook” and the 5-year plan for sovereign digital capability. It’s not a one-off announcement. It’s part of a structured strategy to source, accelerate and scale companies ALRT can work with.

4. Positions ALRT as the gateway

If Meridian works as designed, ALRT becomes the bridge between small innovators and defence customers. That means more deal flow, more partnerships, and more chances for ALRT tech to get pulled through.

Quote from Andrew Roughan nails it:

“Meridian has been established to help address a challenge frequently encountered by emerging defence and national security technology companies: gaining sufficient proximity to customer requirements, access to appropriate sources of capital and the operational infrastructure required to support deployment.”

Applications are open now. Limited cohort, tailored support, long-term engagement. That’s not a mass accelerator – it’s high-quality deal sourcing.

This is how you build a pipeline in defence. No revenue announcement today, but this is the kind of infrastructure that leads to them.

Holding strong. Looking forward to seeing who gets selected and what comes out the other side.

Yeah, that's why I stopped. I disproved his claims point by point and he acted like I hadn't said anything.

I’m all up for a debate but fed up with repeating myself.

Here’s my finals say until contracts are won.

They’re already inside the door. Paid classified builds with a UK MOD/NATO customer means they’ve cleared the hardest hurdle: getting the customer to fund development. Most microcaps never get that far.

The risk is real - if the builds don’t convert, the share price gets punished. But if one converts to a multi-year deal, the re-rate is fast. We saw it go from 0.3p to 4.9p on the first announcement.

The SDR, UKDI, and the Asgard framework all point in the same direction: faster, cheaper, sovereign tech from SMEs. ALRT is positioned for that.

I’m holding because the pieces are in place and the next step is a contract RNS. That’s why I expect big contract news in the near future.

GLA

Fair points, but a few of the claims here don’t match the actual data or the way MoD procurement works right now.

1. “SME action plans are frozen until the DIP is finalised”

The March 2026 MoD directive froze formal targets and published plans. It didn’t stop spending. DASA, Defence Innovation, and direct awards under £100k don’t wait for the DIP. ALRT’s Oct and Dec 2025 RNS were for classified product builds with a UK MOD/NATO customer. As mentioned before, You don’t get classified builds as a “feasibility study” unless you’ve passed security, technical, and commercial checks. Those builds came after the budget pressure started, not before.

2. “£226k quarterly revenue proves it’s just token testing”

Correct that £226k isn’t a production contract. But you’re conflating revenue timing with contract status.

• Classified builds are paid development work. They’re stage 1 of a standard MoD procurement path: trial → product build → production contract.

• Cohort, Qinetiq, and most defence SMEs started exactly here. No one jumps straight to £20M contracts.

Calling it “token” ignores that the MoD doesn’t pay £200k+ for something it has zero intention of taking further.

3. “Oracle accelerator = swapping one US vendor for another”

The point isn’t that Oracle isn’t American. It’s that Oracle’s UK Sovereign Cloud and Dedicated Region are UK-hosted, UK-cleared, and designed to meet UK “sovereign by design” requirements. That’s why MoD and NATO are using it for classified work. Building on Oracle infra gives ALRT a path to meet those requirements without ALRT having to build data centres itself. Most UK defence tech startups do the same.

4. “Cash-starved MoD retreats to primes”

Historically true for hardware. Not true for software/AI in 2025-2026.

Primes can’t deliver sovereign AI fast because they don’t own the capability. The MoD’s own DSTL and DIU reports say they need SMEs to fill the gap. That’s why BAE, Thales, and Leonardo are all acquiring or partnering with sub-£100M UK AI firms right now. If the MoD only wanted primes, they wouldn’t be funding the builds at all.

5. “Healey resigned because Treasury blocked SME funding”

He resigned because the DIP was backloaded and didn’t cover core readiness. But the response from the new team has been to accelerate rapid acquisition and cut procurement timelines. The Defence Investment Plan delay is why you’re seeing more small, fast awards to prove capability before committing to big spend. That’s the environment ALRT is playing in.

You’ve laid out the bear case well, but it assumes the MoD is still operating like it was in 2015. It isn’t - and that’s why the “only primes get contracts” argument is outdated.

Here’s why ALRT still has a real shot:

1. The budget crunch is exactly why SMEs like ALRT get a look-in now

The £3.5B black hole and SDR25 funding gap are real. But the MoD’s response isn’t “spend more on primes”, it’s “get more bang per £”.

The 2025 SDR explicitly calls out the need to move faster, cut bureaucracy, and buy from innovative SMEs. Why? Because primes take 5-10 years and £500M to deliver what a startup can prototype in 18 months for £5M. When you’re skint, you don’t double down on slow, expensive legacy programs. You trial cheaper alternatives.

2. The policy is already shifting to single-source SME and rapid acquisition

You’re right that 49% of contracts are non-competitive. But the trend is shifting away from the old primes for software/AI.

DASA, Defence Innovation, and the new Defence Innovation Unit are specifically designed to fast-track unproven tech from small companies straight into trials. The Oct 2025 and Dec 2025 ALRT RNS were for “classified product builds” - that’s not a token accelerator partnership. That’s MOD/NATO paying for ALRT to build something operational. You don’t get that unless you’ve passed basic security and technical checks.

3. “Legacy bias” doesn’t apply to software and AI

Primes dominate shipbuilding, tanks, and jets. They don’t dominate AI and edge analytics because they don’t build it. BAE, Thales, and Lockheed are partnering with small AI firms or buying them outright. The MoD knows this. That’s why they’re running Project Maven-style programs and looking for sovereign alternatives to US vendors.

ALRT’s angle is sovereign AI + edge analysis on Oracle infrastructure. That’s exactly what the MoD wants to avoid US cloud lock-in. A prime can’t deliver that without subcontracting anyway.

4. Healey’s resignation proves the point

He walked because the Treasury wouldn’t fund the old way of doing things. The new direction is “less money, faster delivery, more SMEs”. If the Treasury says no to £10B for legacy programs, they’ll say yes to £50M for tech that delivers in 12 months.

5. The pipeline is already moving

ALRT wouldn’t be doing classified builds if the MoD had shut the door. You don’t spend on classified work for “token testing”. You do it because you’re 1-2 steps from a contract. The risk is they don’t convert it. But the idea that the MoD won’t even trial new tech in a budget crisis is backwards - that’s when they’re most desperate for it.

Bottom line:

Yes, the budget is tight. But tight budgets kill slow, expensive prime programs first. They open the door for SMEs that can deliver capability fast and cheap.

ALRT’s already inside that door. Whether they walk through it depends on delivery, not on whether the MoD “only buys from primes”. That rule broke in 2022, and SDR25 b

If ALRT was “nothing more than a dating agency”, someone forgot to tell the MOD.

1. “No ability to produce product”

RNS 1 Oct 2025: “Second Classified AI Product Build” announced for a UK MOD/NATO customer.

RNS 22 Dec 2025: Operational update confirming the build is progressing.

You don’t get classified product builds signed off if you’re just making introductions. That requires security clearance, technical review, and delivery against spec. If it was just a referral fee, the RNS would say “introductory agreement”, not “product build”.

2. “Whitespace ran for the hills”

Check RNS 30 Dec 2025 and 28 May 2026. ALRT took an equity stake in Whitespace and announced a joint commercial strategy around CollectiveOS. That’s the opposite of “running for the hills”. If Whitespace thought ALRT was worthless, they wouldn’t be taking equity and co-branding the platform.

3. “Dating agency taking intro fees”

No RNS shows ALRT has booked any revenue from introductions. The revenue they have reported is from product work and contracts. If you’ve got a source showing otherwise, post it.

4. The “shell” argument doesn’t match the price action or board

Shells don’t get invited to NATO Task Force Maven and DSEI. They don’t hire former MOD personnel to the advisory board. They don’t get Oracle to partner on sovereign AI infra.

Look, I get it - you sold out at a profit and now you want to justify it by trashing the thesis. Fair enough. But calling ALRT a “dating agency” when the RNS shows classified product builds and equity partnerships just makes you look like you didn’t read them.

Happy to take the risk while you sit on the sidelines calling people “mugs”. We’ll see who’s right when the next contract RNS lands.

@asimpleinvester

Fair points on the risk, but I think a few claims here don’t match what’s actually in the RNS and market reality:

1. “Financial shell with no IP”

ALRT has been clear it’s building a software-led platform, not a hardware prime. The model is partnerships + integration for sovereign AI. Yes, Whitespace is doing dev work, but that’s standard for early-stage software firms. Oracle, AWS, and Palantir all started by outsourcing core engineering before bringing it in-house. Not having 50 engineers yet doesn’t mean there’s no IP - the IP is in the product build and integration for MOD/NATO use cases. The “second classified AI product build” RNS wouldn’t exist if there was nothing there.

2. “No MOD/NATO access”

They’ve been present at NATO Task Force Maven, DSEI, and have referenced classified builds. You don’t get invited to those rooms as a pure shell. Are they a prime contractor yet? No. But the whole point of plays like this is you get in before the contracts land. By the time they have £10M revenue, the re-rate is already done.

3. “£38M market cap and 10 people can’t win contracts”

Correct, they can’t win £500M shipbuilding contracts. But MOD and NATO are actively pushing for SME and software-led suppliers for AI, data, and edge analysis. The contracts here are in the £1M-£20M range initially. That’s enough to transform a £38M company. Look at how fast defence names like Team Internet, Cohort, and Qinetiq’s early acquisitions moved once they got traction.

4. “Defence Investment Plan is delayed so nothing happens”

Delays are real, but the SDR25 framework and 2.5% GDP target are already shifting procurement. The UK has committed to faster SME engagement and sovereign capability. ALRT’s positioning is for that exact policy shift. Yes, Treasury drags its feet, but the direction of travel is clear, and defence stocks have already repriced globally on that expectation.

Bottom line:

Is ALRT de-risked? No. It’s pre-revenue and dilutive. But calling it “just a shell” ignores the product builds, partnerships, and access they’ve publicly shown. The opportunity here is binary: if they convert one of these classified builds into a real contract, this isn’t a £38M company anymore. If they don’t, it stays a story stock.

I’m holding because the risk/reward at 1-2p is skewed. The market already knows the risks you listed - that’s why it’s not 50p yet.

September 2025

I’ve been invested in Defence Holdings PLC for a while now, and the setup here looks strong for anyone willing to hold through the noise.

1. Right place, right time

Defence spending across the UK and EU is ramping up fast. ALRT has positioned itself as the UK’s first listed software-led defence company, focusing on sovereign AI and edge analysis. That puts them right in the middle of the conversation with MOD, NATO, and the UK Strategic Defence Review.

2. Product and partnerships are moving

They’ve announced a second classified AI product build and are working with Oracle/Whitespace on sovereign AI infrastructure. They’ve also been present at NATO Task Force Maven and DSEI. This isn’t just a shell talking big — there’s actual product development happening.

3. Low base, big upside

At ∼1.5p, the market cap is still small. If they land even one meaningful MOD/NATO contract, the re-rate could be massive. We’ve seen defence/tech names move 20x-100x on contract news alone.

4. Management is building

New CEO and advisory board additions with real defence/national security backgrounds. They’re clearly trying to make this credible to the MOD ecosystem, not just retail.

Look, it’s still early and is volatile. But the thesis is simple: once a big contract is announced, the narrative shifts from “potential” to “delivered”. At that point, the people holding at these levels are the ones laughing.

Not advice, just my view. Happy to hold and see how this plays out over the next 12-24 months.

Seasider.

We were told Q1 would be full of updates. Since then? Nothing from ALRT. That’s insulting to shareholders.

Still holding and still see potential, but the company needs to deliver on what it said.

No updates from ALRT is getting ridiculous now. Knew this was high risk but feel like we’ve been sold a dream here.

The radio silence to shareholders is honestly insulting. Still holding for now, but no news in the next few weeks and I’m out.

With this news I predict this price to drop short term and grow huge long term. Will continue to hold.

I gaveLTI some stick before and came to realisation he was correct about 1 month ago. So for that I’m thankful he’s saved me a fortune on this one.

@longtimeinvestor send us over some recommendations I’ll follow your trades from now on I think lol