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Matador, I agree. 👍

The market seems to have decided it's a new website, not a new contract.

It also reminds me of the Meridian surround sound system in my Discovery — looks great, but you need to turn the volume up before people really notice it! 😄

GLA. 🚀

Having spent some time reading through the Meridian website, I think it's unfair to dismiss today's RNS as simply "a website launch".

What I see is another positive step in the execution of the Defence Holdings strategy.

Meridian is now officially launched, applications are open, and the Oracle and IMSL partnerships have been brought together into a functioning ecosystem. More importantly, the website provides far greater detail on the operating model, target sectors, customer engagement process and the pathway from innovation to operational deployment.

What stands out to me is the focus on real-world defence requirements rather than a traditional accelerator model. The emphasis appears to be on customer access, operational deployment, contract opportunities and helping emerging sovereign technology companies bridge the gap between innovation and commercialisation.

The site also highlights key growth areas such as AI, autonomy, cyber, cognitive warfare and critical national infrastructure resilience - all sectors attracting increasing defence attention and investment.

Of course, the market will ultimately want to see contracts, revenue and commercial outcomes. That's the next stage and the key test of success.

However, today's update gives investors a much clearer picture of what management is trying to build. Oracle. IMSL. Meridian. The building blocks continue to fall into place and the ecosystem appears to be taking shape.

Volatility on a day like today is perfectly normal, particularly in a small-cap stock. The investment case doesn't change because of a red day.

For me, this remains another positive piece of the jigsaw, and I continue to look forward to the next phase of execution.

GLA and DYOR.

That's one way of looking at it.

Personally, I think today's RNS was about more than just a new website. It formally launched Meridian, opened applications, brought the Oracle and IMSL partnerships together under a single framework and provided more detail on how the ecosystem is intended to operate.

That said, I can understand why some traders were disappointed. The market is ultimately looking for contracts, revenue and commercial validation.

The good news is that the company now appears to be moving from building the infrastructure to proving it can generate commercial outcomes.

Like many here, I'm hoping the next RNS is along the lines of "new contract launched" rather than "new website launched". 😄

GLA and DYOR.

I think it's an easy one to misunderstand.

My reading was that it was always intended to be a two-stage process, with Phase Two focused on evidential-grade accuracy and wider deployment considerations.

So calling it a "further 3-month trial" may simply reflect the project progressing through the stages that were outlined from the beginning, rather than an extension in the usual sense.

Hopefully we'll get an update on the outcome in due course.

GLA and DYOR.

Interesting if correct.

Has the company actually announced that anywhere, or is that information from another source?

As far as I'm aware, we haven't had an RNS confirming a further 3-month extension, so it would be good to know where that information came from.

If the trial has been extended, some might view that positively as it suggests continued engagement rather than the project being abandoned.

GLA and DYOR.

I wouldn't be surprised if ALRT is back in positive territory by the close of business, or certainly finishes well off today's lows.

Today's RNS was objectively positive, even if it wasn't the contract announcement some were hoping for. Meridian is now live, applications are open, and

the Oracle and IMSL partnerships have been brought together into a functioning ecosystem.

A bit of volatility after a rise is perfectly normal. The investment case hasn't changed, and the market still has plenty of potential catalysts ahead of it.

Let's see where we finish.

GLA and DYOR.

Anyone expecting ALRT to move up in a vertical line without significant volatility is probably in the wrong share.

Today's volatility doesn't surprise me at all. We had a positive strategic update, but not a contract or revenue announcement. Some investors will be taking profits, some may have been hoping for a commercial RNS, and others will be using any weakness to add.

There is also the simple fact that the wider market has been weak today. When sentiment softens, smaller companies often get hit harder regardless of their individual news flow. That's just the nature of the market.

As for why I'm still here, the reasons haven't changed:

• Potential MOD-related opportunities still to be confirmed

• Oracle partnership now embedded within the Meridian ecosystem

• IMSL partnership providing operational and procurement support

• Meridian officially launched and now accepting applications

• Continued focus on sovereign UK defence and AI capability

• Growing exposure to high-growth defence, cyber and autonomy markets

• Further commercial partnerships remain possible

• Potential future contract announcements

• Management continuing to execute against the Defence Holdings Playbook

• Market cap remains modest relative to the opportunity being targeted

The share price will go up, down and sideways. That's what shares do. The real question is whether the company continues to build value and move closer to meaningful commercial outcomes.

For me, the investment case remains intact. I'll continue to watch the news flow, ignore the day-to-day noise and let management get on with executing the strategy.

The investors with the strongest conviction and patience are often the ones who benefit most if the story plays out.

GLA and DYOR.

All very positive in my view.

Today's RNS may not be a contract announcement, but it shows continued execution of the strategy. Meridian is now officially launched, the platform is live, applications are open, and the previously announced Oracle and IMSL partnerships have been brought together into a functioning ecosystem.

A lot to like in today's update:

• Meridian officially launched and branded

• Dedicated platform now live and accepting applications

• Oracle and IMSL partnerships integrated into one ecosystem

• Applications open to emerging defence and dual-use technology companies

• Focus on sovereign UK capability, AI, cyber, autonomy and resilience

• Creates a pathway between innovative technology, defence customers and capital

• Demonstrates continued execution of the Defence Holdings Playbook

• Further evidence that ALRT is building infrastructure, not just talking about it

• Potential pipeline of future partnerships, investments and commercial opportunities

• Strengthens ALRT's position within the UK defence innovation ecosystem

What I like most is that management continues to deliver tangible milestones rather than simply talking about them. Oracle. IMSL. Meridian. Step by step, the ecosystem is taking shape and the foundations appear to be getting stronger with every update.

The key question remains commercialisation, and the next stage is converting these building blocks into customers, contracts and revenue. However, today's announcement is another positive piece of the jigsaw and further evidence that the strategy is being executed.

Interesting times ahead for ALRT.

GLA and DYOR.

Fair enough. We'll agree to disagree on the scale of it.

We both agree lower fuel prices are good news for airlines. 👍

Anon3

Fair reply.

I'm not arguing that lower oil isn't positive for airlines—it clearly is. My point is simply that markets have a habit of extrapolating today's conditions too far into the future.

If airlines can lock in lower fuel prices through hedging, that's undoubtedly a win. Where we differ is probably on how long these favourable conditions persist.

I hope you're right. Cheaper fuel, improving sentiment and stable supply would be a great combination for WIZZ.

I'm just not convinced the oil story is as straightforward as some are making out.

DYOR

Anon3 - Old stored stock.

A lot of the optimism seems to assume today's supply picture remains unchanged. Lower oil is great for airlines in the short term and helps the hedging story, but oil markets can turn very quickly.

What happens when these stockpiles are exhausted if some of the damaged production doesn't come back as expected? What if investment in new wells slows? What if geopolitical tensions flare up again?

Today's glut can become tomorrow's shortage surprisingly fast.

I'm not saying oil is heading higher, only that some seem to be treating lower prices as a certainty when the reality is far more complicated.

DYOR

Lee21,

No, I don't represent airlines.

The clue is in the phrase "IMHO". It's an opinion, not a board presentation. 🤷‍♂️

If only posting was restricted to people who've had meetings with management, this forum would be very quiet indeed. 😉

DYOR.

John - Fair comment, but I don't see anything contradictory in that statement.

Short term, I think WIZZ can get back into the £10s. Medium term, if more of the underlying issues are resolved and sentiment improves, I can also see a path towards £13-£14.

Markets don't move in straight lines. A share can rise, fall, consolidate and then rise again. That's investing, not Double Dutch.

As for the number of posts, many of them are simply responses to objections raised by other posters — rather like your post is a response to mine.

My apologies if you struggle to understand the concept.

DYOR.

🥕 One of the millions of knots has been undone.

Things are looking up!

Sadly, not. 😅

There are still plenty of knots left to unravel before I'd be celebrating.

DYOR

The share price has been up and down all day, but it does seem to keep recovering from the dips.

Could the volatility simply be the market balancing itself out? A tug-of-war between buyers and sellers trying to find the right price? Perhaps. But what's caught my eye is that each dip has been met with buying interest.

Whether it's traders squaring positions, market makers managing inventory, or larger buyers quietly accumulating, the resilience is interesting. Every time it gets pushed down, it seems to find support.

Let's see what the closing auction brings. Wouldn't be the first time ALRT has produced an interesting UT after a volatile session.

DYOR

IMHO, even if the memorandum is signed and agreed, I really don't believe WIZZ is suddenly going to shoot to the stars. And if it does, I'd be cautious about getting caught chasing a spike.

The situation is like a tangled knot that could take months to unravel. There are still plenty of moving parts, and I suspect the market will want to see tangible progress rather than simply take everything on trust.

Personally, I can see WIZZ moving back into the £10s, but with plenty of ups and downs along the way. If the various issues continue to be resolved and sentiment improves, a gradual move towards £13-£14 over the next 3-6 months doesn't seem unrealistic.

As always, the market will decide.

DYOR.

Fume,

Ukraine is the one I'm watching most closely as well.

There certainly seems to be plenty of diplomatic activity going on behind the scenes. Whether it amounts to anything concrete is another matter, but it's definitely worth keeping an eye on.

That said, we all know that getting a room full of politicians together can sometimes produce a breakthrough... and sometimes a complete disaster, especially when Trump is involved. One minute you're expecting diplomacy, the next you're checking whether the script has been rewritten.

Interesting times.

Anon3, I actually think that's a perfectly reasonable investment approach.

If you've sold because you see short-term downside but remain bullish longer term, that's simply risk management. Plenty of successful investors do exactly the same.

What I find odd is that HH's reply doesn't really address any of the points you made. You laid out your reasoning, acknowledged both the risks and the opportunities, and explained your strategy. That's a contribution to the debate whether people agree with it or not.

Different investors will have different timeframes and different approaches. That's what makes a market.

Good luck with the re-entry if the opportunity presents itself.

Thanks Ex-

Interesting Company to Keep

The more I look at the Oracle Defence Tech Summit, the more I think ALRT is turning up in some very interesting places.

This isn't a general tech event. It's all about AI, defence, sovereign capability, data security and modern military technology. Exactly the sort of themes we've been hearing about from ALRT over the last year.

What caught my eye was the quality of the speakers. Senior Oracle defence executives, defence leaders, AI specialists and companies already operating in the national security space. These are serious organisations discussing serious projects.

I'm not suggesting every conference appearance turns into a contract, but for a company of ALRT's size, being involved in these conversations can't be a bad thing.

Feels like the company is continuing to build relationships and credibility in the right circles. Let's see where it leads.

DYOR. 🚀

Fair enough, ASI. We can certainly agree that contracts, revenue and execution are what matter from here. 👍