Member Info for Nappers

Why is this relevant to ALRT?

Because incidents like this are a reminder that geopolitical tensions haven't gone away. Defence spending isn't being driven by a single conflict or headline; it's being driven by a broader shift in the global security environment.

Every time we see another flashpoint involving Russia, the Middle East, cyber threats or critical infrastructure, it reinforces why governments are investing more heavily in defence, AI, intelligence and decision-support technologies.

ALRT's investment case ultimately rests on execution and contract delivery, but the macro backdrop remains supportive. Events like this are a reminder of why defence remains firmly on the political agenda. 👍

DYOR.

Reports emerging this afternoon that a Russian frigate fired warning shots near a British yacht in the English Channel.

The incident reportedly occurred around 20 miles south of the Isle of Wight in international waters. No injuries or damage have been reported, and the UK Ministry of Defence is investigating. Initial reports suggest the yacht may have approached too close to the Russian vessel before warnings and shots were fired.

Another reminder that tensions between Russia and the UK remain elevated.

🥕 Having said that, I still think WIZZ could revisit £10.00–£10.50.

Shall I, shan't I? 🤔😄

DYOR. 👍

🥕 Damn, you've got me thinking now! 😄

On SW Sharedealing showing 1.734

Manifesto does this help - GSA Capital Partners LLP does appear to have a disclosed short position against ALRT. Several short-position trackers show a current position of 1.0%, with the position having increased from 0.51% on 1 April 2026 to 1.0% by 12 May 2026.

The history shown is:

1 Apr 2026 – 0.51%

10 Apr 2026 – 0.62%

21 Apr 2026 – 0.71%

27 Apr 2026 – 0.80%

30 Apr 2026 – 0.90%

12 May 2026 – 1.00%

You may not have found it on some trackers because a few sites still appear to list ALRT under its former name, Cassell Capital Plc, rather than Defence Holdings PLC

Matador78 - A refreshing post, and a welcome diversion from the needless bickering.

I genuinely think ALRT is one of the more interesting stocks I've come across in a long time. The sector is hot, the BOD is impressive, and the company appears to be positioning itself in the right place at the right time.

That said, it would be naïve to ignore the risks. The warrant position is significant and could create an overhang. There are still plenty of unknowns and, until meaningful contracts translate into recurring revenue, much of the valuation is based on potential.

That's the gamble. High risk can bring high reward, but investors should go in with their eyes open rather than believing it's a one-way bet.

Personally, I'm enthusiastic about the opportunity, but I'm under no illusion that execution now matters more than the story.

GLA and DYOR. 👍

Some arguments aren't worth the oxygen. I'd rather conserve my energy and focus on what matters: the developments that are fast approaching. 👍

Cev – I'm sure you said 34p yesterday. 😄 My mistake... looks like you'll have to wait until 2029 for that! 🤣

The buy/sell figures are always open to interpretation, but one thing is clear: volume has picked up and ALRT is attracting attention again.

Strong buying doesn't guarantee anything, but it does suggest more investors are starting to look closely at the story.

Now it's over to the company to deliver.

GLA and DYOR.

Cev, if 34p is your target, you'll be gone by 2028! 😄

It certainly has the potential +.

The market cap is still relatively small, so it wouldn't take much positive news to get people recalculating the story very quickly.

Let's see what the next RNS brings.

GLA.

Sorry wrong link:

https://www.lse.co.uk/chat/hot-topics.html

Https://www.lse.co.uk/share-chat.html

Stille,

£13? Maybe. Maybe not.

The market will decide. It could end up nearer £13, or it could be closer to £10.

If either of us knew for certain, we'd probably both be millionaires by now! 😄

GLA.

GaryFL - great post and very informative. However, we have to remember that Lord Houghton is a retired Field Marshal. He retired from military service in July 2016, so I certainly wouldn't have invested in ALRT solely on the back of his appointment.

Personally, I see him as being there more in a strategic and PR capacity than an operational one. His experience, contacts and credibility undoubtedly add value, but he isn't the person running the day-to-day business.

For me, the investment case rests more on the operational team, the technology, the partnerships and ultimately the company's ability to convert opportunities into contracts.

CEO Andrew Roughan brings experience from leading innovation and technology ecosystems, including his time at Plexal, working closely with government, defence and emerging technology companies.

CTO Andy McCartney brings deep technical expertise, having held senior technology and AI leadership roles, including at Microsoft.

Add to that the strategic relationships being built through Oracle, the Accelerator Programme and the company's defence-focused network, and you have a team with a broad mix of commercial, technical and defence experience.

Ultimately, though, credentials only get you so far. Contracts, revenues and execution are what will determine success.

GLA and DYOR.

Personally, I think we see the £10 range again.

A ceasefire is one thing. A lasting peace deal and a nuclear agreement are something else entirely.

There is also the question of how quickly the Strait of Hormuz returns to normal. Even if it remains open, shipping companies, insurers and traders may take time to regain confidence. That process could take months rather than days.

The market may have got a little ahead of itself on the headlines. Until there is greater clarity on the nuclear issue, regional security and the full reopening of key shipping routes, I wouldn't be surprised to see further volatility.

Time will tell.

GLA and DYOR.

Jack, great post.

For me, that's the crux of the investment case right there.

The bull case has been made, the bear case has been made. Now it comes down to whether ALRT can convert its current positioning into meaningful contracts.

If it does, today's market cap could look very different. If it doesn't, the market will judge accordingly.

Until then, that's really all we need to know.

GLA and DYOR.

EX, to be fair, being invested doesn't automatically make someone bullish.

I'm invested and positive on ALRT, but I still want to hear the bear case as well as the bull case.

The difference is that once both sides have made their arguments, there comes a point where only company news, contracts and execution will settle the debate.

Golfer1957,

At this rate he'll be recruiting bricklayers on the 18th green and offering planning permission as a signing-on bonus! 😄