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I've decided to top-slice my Wizz holding today.

I may end up regretting it, but after the recent move I feel there could be further downside in the short term. The lack of full-year guidance, expectations of lower first-quarter revenue per seat and the wider geopolitical backdrop have given me cause for caution.

I'm not turning bearish on the company and I'm certainly not calling the top. I've simply banked some profit and reduced my exposure while keeping a stake in the longer-term story.

Time will tell whether it was the right move.

DYOR.

AK57

Fair enough, and you may well be right.

Nobody knows where the market will go in the short term. My point wasn't that £9.65 definitely will be tested, only that after such a strong move it wouldn't be unusual.

The results were good, but the lack of full-year guidance and the other uncertainties are still there. Equally, strong buying could mean the market simply powers on from here.

That's what makes a market.

DonBroco

😂 Nothing quite so mysterious.

I've recently retired, so I've got a bit more time on my hands. I've been on LSE since 2014, mostly reading rather than posting.

ALRT has genuinely caught my attention, and I don't know how long I can keep up this marathon posting pace!

Better to post because you're interested in a company than to churn out thousands of messages for the sake of it.

GLA. DYOR.

A great day for holders, but I wouldn't rule out a retest of today's opening price around £9.65.

The market has welcomed the results, but the company has withheld full-year guidance, expects first-quarter revenue per seat to decline, and there are still geopolitical and fuel cost uncertainties to contend with.

A pullback after such a strong move would be perfectly normal and wouldn't necessarily change the longer-term investment case.

Healthy markets don't move in straight lines.

Just my opinion. DYOR.

That's a tough one!!

If I had to name someone, I'd probably say James Cartlidge.

My thinking is that he already has significant defence experience and understands the importance of procurement, industrial capacity and maintaining the UK's military capabilities. With global tensions where they are, continuity and experience count for a lot.

Whoever gets the job, though, I'd want someone who can keep the Defence Investment Plan moving and make sure critical programmes don't get held up by political change.

For companies operating in the UK defence sector, stability and a clear long-term strategy are what really matter.

Just my opinion.

Well done to those shareholders who had the bottle to buy at yesterday's lows. Today's move shows how quickly sentiment can change.

That said, I still have a few reservations. The company has declined to provide full-year guidance because of uncertainty in the Middle East, it expects first-quarter revenue per seat to decline, and ongoing geopolitical tensions and fuel costs could create further volatility.

None of that means today's rise is unjustified, but it does suggest that there are still challenges ahead. I wouldn't be surprised to see some profit-taking and a pullback after such a strong move.

Longer term, the investment case may remain intact, but in the short term I think a degree of caution is sensible.

Just my opinion. DYOR.

I don't see this changing the long-term picture for ALRT.

The MOD is a huge organisation and doesn't rely on one individual. Senior figures such as Permanent Secretary Jeremy Pocklington and Chief of the Defence Staff Air Chief Marshal Sir Rich Knighton remain in place to oversee day-to-day operations and maintain continuity. Defence procurement and strategic programmes are designed to carry on through political changes.

If anything, the current security environment underlines the importance of strengthening UK defence capabilities. A replacement will no doubt be appointed, but the need for defence investment doesn't disappear because of a change at the top.

In my opinion, this is likely to be a short-term political story rather than a long-term issue for companies operating in the UK defence sector.

GLA. DYOR.

Pensioninvestor - I wouldn't be surprised at all. The momentum seems to be building, buying interest is increasing, and the company appears to be making steady progress on multiple fronts.

If the market continues to recognise the potential and the positive news flow keeps coming, 2.5p could simply be another milestone rather than the destination.

I've held my shares through the ups and downs because I believe we're still in the early chapters of the story.

GLA. DYOR.

The level of buying today looks anything but random. To me, it feels like more investors are beginning to appreciate the scale of the opportunity that ALRT could have in front of it.

The defence and AI sectors are attracting huge attention globally, and ALRT is positioning itself where those two worlds meet. If management continues to deliver and the news flow remains positive, the current valuation may one day be looked back on very differently.

The story around ALRT also seems to be gathering momentum, with a growing profile and a steady flow of developments keeping interest high. If further positive news follows, today's buying could look like smart early positioning.

Nobody knows where the share price will be tomorrow, next week or next month, but strong buying interest often comes before wider market recognition.

I've done my research, I'm happy with my position, and if the company keeps moving in the right direction, I believe this could be just the beginning.

The buyers seem to be voting with their wallets.

GLA. DYOR.

4003427 - As I always say, if chart reading was that accurate, the experts would be relaxing on a beach somewhere rather than spending their days posting doom and gloom on bulletin boards.

Charts matter, but so do fundamentals, news flow and sentiment.

I'll take all of them into account, thanks.

Are you on the ALRT train yet, or are you still a platform stroller watching it gather pace?

DYOR.

😂😂👍

Good spot, Donco.

Technical indicators aren't everything, but the 8 DMA crossing above the 100 DMA is certainly another encouraging sign. When improving chart signals start to line up with strengthening sentiment and a steady flow of positive news, people begin to pay attention.

Nothing is guaranteed, but it does feel as though the pieces are starting to come together.

GLA. DYOR.

ProfitJock - That's one way of looking at it.

Another is that the market is starting to understand the strategy and is beginning to price in the potential rather than the past.

Every rise gets called a spike until the next RNS lands. Oracle, the accelerator programme, the growing defence ecosystem and the focus on sovereign AI capability are giving investors plenty to think about.

As for the ATM, management have repeatedly stated they are building for long-term growth. If the business continues to execute, today's price could prove to be just another stop on the journey.

Everyone should manage their own risk, but I'm not in a hurry to take profits.

GLA. DYOR.

The question is simple: is it time to board the train, or will you stay standing on the platform watching it gather pace?

GLA. DYOR.

Pixels- It certainly feels that way.

The market seems to be starting to appreciate that ALRT is building something bigger than a one-contract story. The strategy is becoming clearer, the partnerships are growing and the management team has assembled some serious expertise.

Early buying doesn't guarantee anything, but confidence appears to be building and that's a welcome change.

Good morning shareholders, and here's hoping for another positive day for ALRT.

Another thing that gives me confidence is the calibre of the people now involved with the company.

We have Lord Houghton, bringing decades of strategic defence and national security leadership, Andrew Roughan, with his experience at Plexal and across government-aligned technology programmes, Andy McCartney, focused on mission-critical defence software and AI infrastructure, together with Brian Stockbridge and the wider team helping drive the strategy forward.

You don't assemble a team like that to think small.

Execution is what ultimately matters, but I believe ALRT now has the expertise, contacts and industry knowledge to give itself a genuine opportunity to succeed.

GLA. DYOR.

Mary - That's a bit harsh.

Buying before results is called taking a risk, and every investor has to decide for themselves whether the potential reward justifies it.

Yes, the negatives are obvious, but so are the positives: record passenger numbers, higher revenue, stronger cash generation and fewer grounded aircraft.

The market will decide whether today's sellers or yesterday's buyers got it right. I wouldn't be too quick to call anyone stupid.

You don't even hold Wizz shares yourself.

So why don't you Foxtrot Oscar and stop being an irritant to genuine shareholders?

DYOR.

The positives

Revenue up 8% to €5.69bn.

Record 69.7 million passengers carried, up 10%.

EBITDA up 16.2%, showing the underlying business remains resilient.

Cash position strengthened to €2.1bn.

Grounded aircraft reduced from 42 to 30, with only 24 currently out of service and an expectation of 15-20 by the end of F27.

Strong growth in the core Central and Eastern European markets, where Wizz continues to build market share.

The negatives

Net profit collapsed from €213.9m to just €1.3m.

Operating profit fell 16.6%.

Maintenance costs surged 40%.

Depreciation costs rose almost 22%.

Management refused to give full-year F27 guidance, citing the Iran conflict and uncertainty over the Strait of Hormuz.

Q1 RASK is expected to be down mid-to-high single digits.

Having read the results, I think there are both positives and negatives.

The negatives are obvious. Net profit has all but disappeared, maintenance costs remain high and management has declined to give full-year guidance because of geopolitical uncertainty. The market rarely likes uncertainty, so today's reaction is understandable.

However, there are plenty of positives that shouldn't be ignored. Revenue increased, passenger numbers reached a record, EBITDA improved, the cash position strengthened and the number of grounded aircraft continues to fall. The business is also growing its core Central and Eastern European market where it sees its biggest opportunity.

For me, this is a story of a company dealing with some significant headwinds while still making operational progress. In the short term, sentiment could easily push the shares lower and I still wouldn't rule out the 800s.

Longer term, if the engine issues continue to improve and the geopolitical backdrop settles, today's weakness could look like an opportunity rather than a disaster.

Just my view. GLA. DYOR.

If the market could predict results simply by one day's trading, investing would be very easy. Price action and company fundamentals don't always move together in the short term.

Tomorrow we'll have facts rather than speculation. Until then, it's just noise.

GLA.