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It's not actually a sell though PC62... it was a pre-planned hand back.
A 19% major holder (Investindustrial Advisors Limited) will know about the AML (new) plan. If they believe its a bad plan, why sell only 5%, if the other 14% could be further degraded if bad news is on the way. If they believe its a good plan they show flexibility to make it work eg lending their 5%. Market might be nervous tomorrow, so our opportunity to lower our averages.
WG, didn’t know about his injury.... agreed about Roza.
Nite to all.
Hey WGhost, great story thanks for sharing with us - must have been some amazing highs and lows out in Iraq - I guess the team spirit gets you through.
To tell you the truth the 'Magnificent 7' in my message was referring to the 6 pack + 1 wife - think we agree on that too. Cheers !
Do he look funny face? Disfigured face I recall this also the lady from Russian? Roza ( I think his brother was killed and She went for it!) braver lady sadly in the end she was killed in action.
@adg1979 From what i hear with Mercedes F1.... it was always a medium term plan. That's always the case with sponsorships - there is always a plan, win and get out- because the cost/benefit declines over time. The last decade in F1 will be remembered for a very long time as Mercedes era, without them doing anything more.
Mercedes F1 engine division is a separate entity, is profitable, and will anyway continue to supply other teams - regardless of what happens with the F1 team.
CC.....
Madness to suggest..... MB perhaps happy the achievement and re-focus on F-E racing? Elec is the future.... or have I talk rubbish?
@whiteghost
Sounds like a Magnificent 7......
In short...... The reason this is undervalued Is because it is actually worth more than it is at the moment.
smorris i did a post on some estimations, but in short, theyve got cash, theyve got a new CEO from AMG, theyve got big orders (we think;)) and they will have a plan for op transformation.
Also SMorris look at adg page 2 he does a financial breakdown estimate for coming years.
SMorris LOL, click on my name and go back a few days hopefully you will find some sense in there.
@smorrisjones to summarise....
It could go up.. could go down but and I mean but could stay the same. Hope that summarises what we’ve discussed.
White ghost everyone pressing eject button and your there whispering nothing to the Mrs lol. Quality! Could you just whisper some wisdom to these as I feel they may be going over board
maybe cars.. but if i put my conspiracy theory hat on.. i think its a bit of spin by pseudo journalists.. and wolff positioning- i think hes made it know he wants a change of some sort.. had a chat with his mate stroll.
Point is I think the max benefit for us as shareholders comes from, going as planned.. tobias comes in.. drives us forward.. we're repositioned in 12 months.. great sales, debt down.. future secured.. brand deals in place.. all of a sudden, this isnt a risk.. all of a sudden its not just Mercedes, other firms are interested in cash cow not a fixer upper...
But that means the buyer has gained voting rights........who ever that might be
I still think MB are coming,,,,,,
Adg I do find it strange that they want to leave but it has been discussed many time in the F1 circles so i assume that some truth lies behind it.
Also i dont think its likely whatever happens they take it private..
the biggest reason to come to market is , well to make a return, but to raise cash..
If they go private they lose that option. And they still may need to/ want to in 12 months time, to pay down debt.. to start up another specials development...
SMorris go read back the last 2 weeks of posts. Sorry
can you advise why you think this is undervalued ?
Ghost - we need your wise werds.........bring your whiskey and cigars to the keyboard
wow you guys have been busy lol...
dont want to be a wet blanket.. but I dont see why Mercedes would want to drop out of being the most successful F1 team in years- possibly as its a financial burden.. running an F1 team isnt that profitable from what ive read.. to take on AML at a point on change but of great potential but with significant risk? Mercedes dont need the hreadache.
I see it as much more likely that theyd make an offer in 12 months once AML is repositioned.
Do we have an estimate of what Investindustrial Advisors Limited paid when they acquired the shares ?
Also, remember they haven't bailed out - still have 14.99% - perhaps just facilitating something.....
Jjtrader, I am new but data man however this doesn’t show anything apart from amount lost and they have lost voting rights....
But as I said a lot earlier today why would Mercedes/Daimler be involved in a company that a third company has a big say... just sitting here dotting up the lines! I could be totally wrong and tomorrow 75 millions sale goes through and affect shown on JT figures but imagine I’m right! Everyone invested will be rich haha.. well hopefully atleast doubled money.
My thoughts are simple people bottle it tomorrow because of this first thing... drops late 40s one big bad company comes up sweeps it all up and Wednesday they announce we have a plan, debt in place and car sales exceeded expectations. Wednesday announcement made of Stroll/investor buys though 75 millions shares and AML goes from 40s to 70p (realistic) to 128p (unrealistic) ?? that’s my opinion and hoping for.