Member Info for thewakokid

Good spot Pixelated.

Any chance someone could translate the RNS into plain English? It is complete gibberish, which usually means that it is a load of bulls**t.

TWK - Stirring the porridge.

Goes the clock.

If we get an RNS at the start of Q2, being 1st April as Warrie pointed out, it could read:

Defence Holdings is pleased to announce that Ronald McDonald has joined the company as Chief Executive, effective immediately. Colonel Sanders has joined the company as Operations Director and will report to Ronald. Daffy Duck takes on a new role as Head of Sales, while Road Runner will fill another newly formed role as Head of Delivery.

Chairman Lord Houghton said "These appointments demonstrate just how determined the Board is to make Defence Holdings a complete laughing stock amongst investors. This is central to our ongoing strategy of taking people's hard earned money on the whimsical promise of delivering a viable and profitable AI centric defence business, whilst we trouser huge salaries and bonuses".

TWK - Thinking of putting a beautiful big piece of ice in his 6 o'clock G&T.

The new CEO of Defence Holdings is expected to start in early Q2 2026, following completion of contractual obligations, notice periods, and regulatory checks, with a formal announcement of their identity expected closer to their start date. The company announced the agreement for the appointment in late December 2025 but kept the name confidential for now.

Key Details:

Timing: Early Second Quarter (Q2) 2026.

Reason for delay: The incoming CEO needs to fulfill their current employment contract and notice period.

Announcement: Defence Holdings will provide a further update once these arrangements are finalized and regulatory checks are complete.

Good to see the SP staying steady along with a smaller spread. Feels like a spring is being slowly coiled.

All IMHO, DYOR and ask Warrie.

TWK - Munching a Greggs sausage roll

Well, JNEO continues to steadily make good progress with increased annual revenues and increased profit.

Nice.

TWK - Pouring honey on his porridge.

Stricken-Lunatic,

Firstly, thank you for your service. You have more guts than I do.

You are absolutely right about Trump. My only observation about your suggestion that we burn down the White House is that Trump should be locked inside at the time. If he wasn't, can you imagine the monstrosity that he would build in its place?

TWK - Thinking that a mad man is running the asylum

I wonder if MCB could be viewed as an investment case for fund managers who are looking for (a) consumer staples businesses and (b) small caps, as they rotate towards less volatile stocks ahead of the expected market correction?

TWK - Sipping his second cappuccino of the day.

Cannon-Fodder,

The next BBC News is at 8.30am pal.

TWK - Sipping a cappuccino

Folks,

To put things in perspective SP wise, we need to remember that just before Christmas the SP was at about 1.05p. The SP then jumped to 2.1p just before New Year's eve.

We would need to see a further fall of 32.25% from here to hit 1.05p again. Is that possible? Well yes, it is possible if there is no news over the next couple of months. Will that happen? Well yes, it could but, IMHO, that is highly unlikely. Why? Well, because ALRT issues RNSs on a reasonably frequent basis, even if it is just to tell us that the office cleaner has just resigned and has taken the company hoover with them. And that is what is lacking here, meaningful RNSs ........ with forecast revenue and profit numbers included. When one of those eventually arrives, and it will, the SP will jump for sure. How high? I have no idea.

TWK - Buttering his toast.

Jimmy-Laid-Pr**k,

Pal, the CEO announcement is scheduled for 2Q 2026.

Contenders for the post of CEO now include Thomas Frank, soon to be the ex Spurs boss. Personally, I am not keen on him as CEO of ALRT. I mean, look at Spurs' defence!!

TWK - Burning the toast.

Covid-Ninja,

Should it not have been "You're"??

You need to do what Warrie valiantly did and slap a part of your body in shame. I shall leave it to you to decide which part and how hard, and how often, to slap it.

TWK - Stirring the porridge.

In a message to Norway’s prime minister, Trump said the country’s failure to award him the Nobel Peace Prize means he no longer has an “obligation to think purely of peace”.

Maybe Norway should create a new award specially for Trump - The Nobel Bully Boy Prize.

Any other suggestions folks?

TWK - Stirring the pot noodles.

Stricken Lunatic,

Personally, I don't think Trump will invade Greenland any time soon.

Why? Because he has set 1st June for a further increase in the tariffs to 25%. Why do that if he is not prepared to wait until then? And why increase the tariffs if he is going top go ahead and invade Greenland anyway?

Trump is miffed because key European governments are, at long last, standing up to him. Bullies like Trump don't take too kindly to that kind of thing.

And even that lunatic, and his fellow asylum occupants such as JD Vance, realises that if the USA did invade Greenland, he would kick start a war against the rest of the NATO countries.

Maybe someone should suggest that, if he is fearful of China and Russia invading Greenland, he should invade them instead.

TWK - Weighing up the merits of booking a trip to Greenland.

TWK -

Jwoz,

Who is this "Something" person? Does he/she have a website?

Whilst I applaud your optimism, we would need a 25% rise from here to hit 2p and that I find difficult to see without positive news.

TWK - Off to shop in Tesco

Without new, the SP will continue to drift gently down, as it has done before.

That is not a reason to bail out if you believe in the ALRT story, if anything it is an opportunity to add some more shares if you have the risk appetite for that.

All IMHO, DYOR and ask Thomas Frank, who will shortly have a lot of time on his hands.

TWK - Sipping a cappuccino

Some of the posts on this BB are 18 carat comedy gold.

TWK - Stirring the porridge

Well that RNS should hopefully move the dial.

With bank debt intended to be cleared in 2026 and excess free cashflow to be used for acquisitions (watch out M+C Saatchi!)and dividends, the medium to long term outlook is very, very encouraging.

TWK - Thinking that he should put some honey on his porridge this morning

Hippy-Hippy-Shake,

Someone must be confident of the SP hitting 2.9p soon.

TWK - Sipping a cappuccino

Another "steady as she goes" RNS IMHO.

One of the really strong points for me in these contract wins is (a) the duration and (b) the ongoing maintenance revenue. And, as with this contract, JNEO becomes embedded in the customer's technology infrastructure over a long period of time and so it becomes extremely difficult for a competitor to dislodge it.

All IMHO, DYOR and ask John Rooney - he knows a thing or two about David and Goliath.

TWK - Buttering toast.

Warrie,

Very interesting and insightful stuff, thank you.

I am though struggling to understand how the SP increased by 14.93% in the week and yet the market cap fell by 19.94%?

TWK - Making porridge.