Member Info for thewakokid

Extinguisher,

"or try and salvage thier reputation for investing badly in the past".

Pal, who would want to salvage a reputation for investing badly? Unbelievable, truly unbelievable. And four jarheads (so far) recommended your post!!

Oh, and while we are at it, de-ramping is a tactic to try and push the SP down, or keep it down, so that the de-ramper can load up with shares at a discount. What do you figure I am up to m8?

TWK - Bemused

Extinguisher,

Proof, if it were needed, that Plexal, just like ALRT, is nothing more than an introduction agency. Roughy Boy is leaving one dating business for another. Tier 1 CEO? Who are you kidding pal?

"Plexal Stratford is our coworking and event space which is part of our national innovation and growth company helping to strengthen the UK’s technology capabilities through collaboration. We also have teams in London, Manchester and Cheltenham, where we work closely with government, industry, startups and academia to drive economic growth and reinforce national security. Founded by Delancey in 2017, Plexal delivers four core services: creating workspaces for innovators, running innovation programmes and consultancy, building regional tech clusters and helping SMEs scale strategically"

TWK - Enjoying life

Extinguisher,

A 500% increase aye?

Roughy Boy can't be that smart if he thought that he could achieve that. Unless of course there is a share consolidation. Now there is a thought.

TWK - Sipping a cappuccino

Shatnerpants,

To focus on the size of the contract is to miss the point m8. It is the strategic importance of the contract that is important pal.

TWK

Extinguisher,

Rough n' Ready has, you say, spent years looking at tech companies. If that is the case, how come he hasn't made a success of any of them?

As I have said before, the market's reaction to his appointment was a fall in the SP and that, for me, says it all.

TWK - Burning the toast

Whilst Simon Thompson rightly focused on the retrofit market size for Injectaclad, there is IMHO a huge opportunity in the new build market.

"Injectaclad can be used in a brand new building under construction, although it is specifically designed and branded as a retrospective cavity fire barrier remediation system.

While its primary purpose is to fix missing or defective barriers in existing buildings without removing the facade, its application during construction is increasing because it allows developers to meet strict fire safety regulations (such as the Building Safety Act 2022) with a flexible, high-performance, and tested solution.

Key Considerations for New Build Applications:

Preventative Use: As of 2024, many developers are choosing Injectaclad for new high-rise structures to ensure compliance.

Flexibility: It is ideal for closing voids up to 200mm in width in both traditional masonry and timber-framed buildings.

Installation Method: It uses a patented pumped system to fill a mesh sock within the cavity. While usually done through small, later-covered holes in finished walls, in new builds, it can be installed as part of the construction phase, including around new windows and doors.

Performance: It provides up to 120 minutes of fire resistance (2-hour integrity and insulation) and works with existing insulation.

Compliance: The system is designed to comply with new building safety standards for high-rise buildings (11–18+ meters).

In summary, although marketed as a retrofit solution, Injectaclad is fully applicable and increasingly used in new construction to provide robust, long-lasting (up to 50-year lifespan) fire compartmentation".

The market for cavity fire barriers in the UK is currently forecasted to be £1.18bn by 2029.

TWK

I invested in LST knowing that I would need to be patient given the delays in remedial works to high-rise buildings.

An AI generated response to my query on what was causing the delays stated:

"Remedial works on high-rise buildings in the UK are experiencing significant delays, with only about 50% of identified buildings having started or completed repairs as of early 2026. The process is delayed by a combination of regulatory hurdles, a shortage of skilled labour, and complex financial disputes.

Key factors delaying remediation include:

Building Safety Regulator (BSR) Bottlenecks: The new Building Safety Act 2022 requires "Gateway 2" approval from the BSR before works can start. The BSR has been overwhelmed, with applications taking 25 to 40 weeks for decisions, far exceeding the initial 8-week target.

Lack of Skilled Professionals: A severe shortage of qualified fire engineers, risk assessors, and specialized contractors to carry out complex cladding replacements has created a bottleneck in the supply chain.

Poor Quality Submissions: Many applications are rejected or delayed due to basic errors, poor evidence of safety, and a failure to provide the detailed interpretation of fire safety measures that the BSR requires.

Complex Funding & Legal Disputes: While major developers have signed contracts to pay for repairs, negotiations between developers, freeholders, and building owners over the scope of works and costs are slow and contentious.

Information Gaps and Non-Cladding Defects: Delays often stem from disputes over which risks are considered "life-critical" under PAS 9980 guidance, as well as the discovery of additional non-cladding defects, such as missing fire barriers or structural issues.

Fragmented Workflows: The process involves multiple, often uncoordinated parties, including local authorities, the BSR, developers, and residents, leading to administrative delays.

Landlord Reluctance: Many landlords and freeholders have been slow to initiate assessments or start work, prompting the government to increase enforcement action.

Impact of Delays

These delays mean that as of January 2026, while 96% of high-rise buildings with ACM cladding (18m+) had started or completed work, the progress for 11m–18m buildings is significantly slower. Residents continue to live with "waking watches" and high insurance costs, while developers face 12 to 18-month setbacks to project timelines".

TWK - Being patient

Extinguisher,

The silence is because nothing is happening pal, nothing at all........and nothing ever will.

The appointment of a supposed Tier-1 CEO did nothing for the SP m8, in fact it drifted down and down. That tells me that, when he arrives in post, nothing will happen to the SP. So it will be a non-event for investors.

Turning to Project Ixian, if anything meaningful has happened, the company is obliged to notify the market. It cannot, as has been suggested by some, wait until the CEO arrives for his first day in the ALRT office in order to make headlines.

As I have said before, ALRT is, IMHO, a introducing agency, nothing more.

TWK - Turning up the heat under the porridge

Another strategically important RNS IMHO. Yes, good commercially but even better from a growth strategy perspective.

All IMHO, DYOR and ask Steve Borthwick, as he may soon have plenty of time on his hands.

TWK

RhodesBoy,

We need specifics please e.g. is it a Big Mac, a Quarter Pounder with cheese?

TWK

MammaC,

Maybe.

TWK - Looking forward to some home made mushroom soup for lunch.

The Bollie bands are currently indicating a break north.

I am buying in.

All IMHO, DYOR etc

TWK

A nasty spread to boot @ 25%!!

I had this on my watch list as I thought that I could see real potential. Is there an investment case? A good sector to be in but if the BOD is useless then for me there is no investment case.

All IMHO, DYOR and ask the soon to be redundant Spurs manager who will have plenty of time on his hands

TWK

Woltan,

All in aye pal? It won't be too long now before you will be all out - of pocket m8.

Best put yourself on the council house waiting list my man.

TWK - Illuminating

Getreal,

I am not in the least bit bitter pal, I am just being realistic m8.

TWK - Watching and waiting

Stocky,

As I have said before, ALRT is no more than an introducer for start-up AI companies that want access to key decision makers within the MOD. I suspect that Whitespace thought that ALRT could sell its software in to the MOD, hence the so called "partnership".

Looked at another way, ALRT does not and never will build software as it simply does not have the technical capability to do so. And the only thing that ALRT is positioned at the top is a pile of dog s**t.

Toodle pip.

TWK - stirring the porridge

How many captains have joined a sinking ship?

Welcome aboard Captain Roughan.

TWK - Packing for a weekend house party in Gloucestershire. Toodle pip.

Broomstick,

Ah well, there goes your kids' inheritance pal.

Get yourself on your local council's social housing waiting list sharpish m8.

TWK - Dunking a biscuit

Exterminator,

ALRT's SP ain't going to the moon, it is going to the scrap heap pal. Trust me.

TWK - Sipping tea.

ALRT should develop a networking app. That would save the directors having to go out and introduce people to each other, leaving them more time to conjure up more mad cap ideas for the business.

TWK - Brewing tea