Member Info for Nappers

I hope you're right, but I've heard that sort of propaganda before.

A pinch of salt comes to mind.

I'll believe it when I see a signed deal rather than another optimistic headline. The market has a habit of getting carried away.

If the money really does start flowing, then great for the airlines. Until then, I'm keeping my feet on the ground.

GLA.

Betterlife20 - I know it's frustrating, but try not to let the market get the better of you.

Investing is full of ups and downs, and sometimes the headlines move prices more than the fundamentals. Three bad months can feel like an eternity, but sentiment can turn just as quickly.

Keep calm, stick to your strategy and don't let emotions make the decisions.

ATB.

Manifesto - Couldn't agree more.

And let's not forget that ALRT is on the Main Market, which means ordinary investors can actually have a slice of the sovereign AI defence story. Many of the comparable companies mentioned in my previous post are privately owned and simply not accessible to most of us.

For me, that's another significant plus and one that's often overlooked.

GLA. DYOR.

🎶 ALRT... the only way is up! 🎶

Betterlife20 - I know the feeling—he seems capable of moving markets with a single comment. It's been a frustrating few months for holders.

Markets and politicians come and go, and sentiment can turn very quickly.

I still haven't given up on £12.

ATB.

Sudezena - Well played.

I took some profit as well, but I still think there's a fair chance Wizz revisits the 800s over the next few weeks.

The results were good, but the lack of full-year guidance, pressure on first-quarter revenue per seat and the geopolitical backdrop haven't disappeared. After such a strong rally, a period of profit-taking wouldn't surprise me.

Only time will tell. GLA.

Betterlife20- I missed the opportunity to buy yesterday as well.

Even so, I still think there's a reasonable chance Wizz revisits the 800s. The lack of full-year guidance, expectations for lower first-quarter revenue per seat and the ongoing uncertainty around the Middle East and fuel prices haven't gone away.

Markets often overshoot in both directions, and after such a strong move I wouldn't be surprised to see some profit-taking.

Only time will tell, and I may be wrong, but that's how I see it.

DYOR.

Cevodniya -😄 Not at all.

I don't claim to know the tops and bottoms, and I certainly wouldn't put myself in the same league as Buffett.

My approach is simply to stay invested in companies I believe have strong long-term potential, while occasionally top-slicing if I think sentiment has run ahead of itself and adding if the market becomes overly pessimistic.

I won't always get it right, and I'm sure Warren wouldn't expect me to. But investing isn't just about buying and never touching a position; it's about finding a strategy that lets you sleep at night.

So far, it's working for me.

ATB.

I think it's important to compare eggs with eggs.

ALRT isn't trying to be the next BAE or QinetiQ. The more relevant comparisons are AI-led defence technology companies such as Helsing, Anduril, Shield AI and Adarga.

The difference, in my view, is that ALRT has a unique approach, focusing on sovereign AI, software and decision support rather than capital-intensive hardware platforms. If that strategy is successfully executed, it could offer significant scalability.

Helsing, Anduril and Shield AI all started somewhere. Today they command multi-billion valuations because Governments increasingly recognise that future defence will be driven by software, AI and data.

Project Ixian and the broader sovereign AI strategy suggest ALRT is positioning itself within that same long-term trend. Execution is key, but that's exactly why I'm invested.

Another interesting point is that most retail investors can't actually invest in Helsing, Anduril, Shield AI or Adarga because they are private companies. ALRT offers public market investors a rare opportunity to gain exposure to the sovereign AI defence theme.

Higher risk? Absolutely.

Higher potential reward? I believe so.

That's why I'm invested.

GLA. DYOR.

TheUmber - I couldn't agree more.

The future of defence is increasingly about AI, software, data and sovereign capability. That's one of the reasons I'm so optimistic about ALRT and where it could be heading.

For me, ALRT has the potential to be one of the standout stories of 2026 and perhaps well beyond. I'm happy to stay firmly invested, top-slice on the highs and add on the lows.

That's my strategy, and I'm sticking to it.

GLA. DYOR.

Still firmly on board and I don't think it will be long before we're rewarded with some good news.

The journey is only just beginning.

Hop on board before the ALRT tickets are out of your price range! 😄🚂📈...only joking of course! 😂

GLA. DYOR.

Manifesto,

Many thanks, much appreciated.

I agree, it feels like we're at the start of something with enormous potential. The AI and sovereign defence theme is only getting stronger, and that's what keeps me interested.

I don't think it will be long before we are rewarded with some good news.

Here's hoping the good discussion continues.

GLA.

Manifesto - couldn't agree more.

If the company continues to execute and the wider focus on AI and sovereign defence remains as strong as it is, I think the investment case only gets stronger.

Those betting against that may eventually have to rethink their position.

GLA. DYOR.

LeeyLewis11 - I tend to agree.

Whatever the political fallout, it keeps the spotlight firmly on defence and the need to strengthen UK capabilities. The debate seems to be shifting from whether more investment is needed to how quickly it can be delivered.

For ALRT/companies operating in AI and sovereign defence, that can only reinforce the long-term opportunity.

GLA. DYOR.

What keeps me invested is that ALRT appears to be sitting at the crossroads of several powerful long-term trends.

Governments are increasing defence spending. Sovereign capability is becoming a strategic priority. AI is rapidly becoming an essential part of modern defence and decision support.

The company also appears to be assembling the right ingredients: an experienced team, strategic partnerships and a growing presence within the defence ecosystem. Each announcement seems to add another piece to the jigsaw.

Of course, this is still an early-stage investment and there are risks, but that's often where the greatest opportunities are found. If management can continue to execute, I believe today's valuation could look very different in the future.

I'm not here to tell anyone to buy or sell, but I can certainly understand why more investors are starting to take notice.

GLA. DYOR.

Ahem indeed! 😄

The market will be watching every development closely. For me, the key issue remains the security of the Strait of Hormuz. It's still a case of when, not if... IMHO.

Emerald Carrot - I think that's the key point. For me, it's a matter of when, not if.

The market hates uncertainty, but once there is confidence that the Strait of Hormuz will remain operational, I can see sentiment towards airline shares improving rapidly.

The recovery in Wizz could be swift because markets tend to price in future events long before the headlines turn positive. IMHO

Anon3

Not at all.

Given the current geopolitical backdrop, I think it would be extremely difficult for any airline to give reliable full-year guidance. My point was simply that the lack of guidance adds another layer of uncertainty for investors.

That's one of the reasons I chose to top-slice, not because I've turned bearish on Wizz.

😄

EmeraldCarrots

I agree. For me, it's all about the Strait of Hormuz.

If it stays open, airline sentiment could turn very quickly. That's why I only top-sliced rather than sold out.

😂 Thanks for that.

If it gets to £12 before I buy back in, I'll be the first to admit I got the timing wrong. That's investing.

I'd rather make a disciplined decision based on my own assessment than sit there wishing I'd taken some profit. If the opportunity presents itself, I'll happily buy back in. If not, I'll wish those still holding every success.

The market will decide who's right.

Good luck to all holders.