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Your talking utter trash. Easy to be able to say that now after the event after looking at the chart. Yeah they are so desperate for buys they dropped the price just for you! What a gimp!
Tiny,
We know £2k was peanuts what C26 been up to…. Work out probably £2.50 p/h lots less than 60p.
C26
Remember, I said come at Kingham either pub (only 2 in same street) I’ll buy you drink.
And you ask The Answer No for why buying …… panicking kick in ? (Or loss on shorter last 48 hrs?)
Sleep well. Just ping me for which pub, if you come right evening you might see Lord Bramford (only one pub - wife pub)
Good luck with your AML shares.
One more…… look like your boss has told you and your team that they are happy to have all the necessary from AML (sold for closed or completed buying) then you buy for yourself.
You need ask tour boss for when top sliced (if you know).
Noah, I am not sure why this is so difficult for you.
Show us your workings for this statement:
"Moers now achieved to 33% margin gross profits (after everything eg tax, etc)…..then further (leave to about 21-24% profits after bonds fee."
Good point Noah, c26 said Just yesterday why is answerisno buying in at this price with blab blab blab against aml! Then today he's saying that he's buying in him self! What an utter fool you are c26. Your the joke of this bb, you've never had shares here you never will. Your just pathetic and rather sad.
Right.
Try think differently way.
You know Moers has achieved 33% margin ? Agree? If not -check Q’A link I send few times.
When Bond kick in (you know the % for bond).
Use the calculator…..
Moers achieved few % increased margin profits to 33% (the increased %margin) will take from Bond fee.
Now you look back and use calculator….
Find the old margin profit per vehicle BEFORE Moers review and changed car production line diagram to increased MARGIN to 33% (it easy for you to count how many increased % in between).
Off you go for last bus.
Thanks for the link Mwk!
Nice to see everything I have been saying backup by Bloomberg (if a little late).
Noah, that was just a noise.
Tiny..... FYI ;)
Posts: 894
Price: 1,882.50
No Opinion
RE: Valkyrie Road testing. Put this in pipe and smoke it Karen!23 Jun 2021 22:05
I got it from Englander first, then it was posted on the Fb group by another person. Mid 2021 deliverys still on the cards?
The article does state the following.
“The first customer car has completed its shakedown, with documentation now being prepared for delivery in the next few days,” the company said in an emailed statement. The spokesman declined to comment on electronics issues and reiterated that Aston Martin expects double-digit deliveries before year-end.
Nosh: "Moers now achieved to 33% margin gross profits (after everything eg tax, etc)…..then further (leave to about 21-24% profits after bonds fee."
So let me get this right, you're taking the gross margin of 33%, and taking away the bond rate of 10.5-15% and getting 21-24%?
While the Valkyrie is a limited-run special model that will sell in low volumes, analysts have described the vehicle as pivotal to the company’s year-end earnings. Bloomberg Intelligence was expecting the company to deliver 49 units this year, and estimates that each Valkyrie sale makes the same earnings contribution as 21 Vantage V8 models.
More and less, yes.
In theory, that supposed not how worked but they found % margin use for bond apparently.
https://amsc-prod-cd.azureedge.net/-/media/corporate/documents/results-centre/2021---results-centre/q3---2021/aston-martin-lagonda-q3-2021-results---transcript.pdf?rev=6870e8eff462422796c98308a981a080
Page 4 - Moers can answer your question… look very bottom page 4.
Just Woooooooooow.
Absolutely and utterly incredulous, I'll let someone else explain to you how ridiculous your rationale is.
Wise men speak when they have something to say, fools speak because they have to say something.
Ok fair enough.
I was told at (wild rabbit pub).
Just don’t believe me then, I don’t mind.
Ok, I was lie in your option. Fine.
So let’s be super positive and say AML manage to get 10 Valkyries delivered this year.
That’s 39 short of official estimates... at an average of £3m each that’s £117m short for 2021 earnings.
They have a massive bill for half the bond interest @ circa £82.5million during Q4.
(Q3 2021 was a c £97.9m loss)
Answers on a postcard (everyone except Noah) how they are going to afford to pay that?
That different subject.
Valid point - about Valkyrie, I believe Moers has answer this question. (Look QA)
Whether 1 or 100…. (Moers has achieved increased the MARGIN)
Charles Coldicott (Redburn): Yeah. Good morning everyone, it’s Charlie from Redburn. Thank you for taking my questions. I’ve got two, please. My first question is on your level of confidence in the full-year guidance. Obviously, the Valkyrie is pivotal, so can you tell us how many complete vehicles you have ready for delivery, and maybe also can you comment on the pace that you can produce the Valkyries at; maybe, for instance, how many per week? Then on the core range you had this decrease in wholesales between Q3 and Q2 because of the work being done on the assembly lines, and obviously you now need a big step up in Q4. I know you don’t disclose your retail sales anymore, but perhaps to reassure about the level of demand could you comment on the retail sales in Q3; was the quarter-on-quarter change in retail sales less than the decrease in wholesales, for instance? And maybe give us an idea of what would drive an increase in the core range going into Q4.
And then my second question on the CapEx rephasing. Have there been any projects that have been delayed or is there another explanation for the CapEx being rephased into 2022? Thank you.
Tobias Moers: I’ll take your Valkyrie question. Valkyrie, we’re chasing to have a double-digit number delivered this year, and accompanying that, we have a parallel assembly of the track- only Valkyrie as well, where we chase for a single-digit number to deliver to customers. The good side of that story is it’s unbelievable that we achieved this momentum. The cars are in the assembly line. It’s a specific assembly, it’s one of the most complex cars I have ever seen in my life to assemble; it’s like building Formula One cars on an assembly line. We’re confident that we achieved that, and this is where we are at the moment. And, you know, just building the tub for the Valkyrie is a six-week lead time, so you cannot just increase the capacity because you have a limited capacity all over the place with manufacturers. So, the maximum that we can probably achieve next year is three cars a week. So, we’re increasing our capacity and ramp-up, but it’s not a normal ramp-up of a car production. So, most of the Valkyrie is, anyway, linked to 2022, and then after Valkyrie coupe we move Valkyrie Spider into that assembly line. That’s not a big problem.
Kenneth Gregor: Thanks Tobias. Just taking your other couple of points on retails, retails in Q3 were a little bit ahead of wholesales, which was good to see, and that’s also the case year- to-date. So, we’re happy with the development of retails internally. Although we don’t disclose the numbers externally, internally we pay very close attention to that.
CapEx, no, there’s no change to the product plan overall. The rephasing is just a question of the timing of the spend and when we expect to ma
Con’t
CapEx, no, there’s no change to the product plan overall. The rephasing is just a question of the timing of the spend and when we expect to make commitments on supplier engineering and supplier tooling, which is coming a little bit later than we originally forecasted and I’m fully expecting that to retime into 2022, but no change to the product plan.
Tobias Moers: No, there is no delay, there is no nothing; everything is on track.
Charles Coldicott: Great and thank you for that. And just to come back to the core range into Q4. The reason for the pick-up, is it just the seasonality of the business and, if so, why’s that? And is it more to do with the mild hybrid?
Tobias Moers: No, we had a summer break this year as well, a planned two weeks. So, this is normal – before the company tried to cover this with creating more wholesales before the shutdown, we don’t do this. It’s just normal seasonality that we face at the moment.
Charles Coldicott: Great, thank you.
Charles decide ask Q again (page 15)
Charles Coldicott (Redburn): Thank you. Just a couple of follow ups actually. Firstly, on the Valkyrie Spider, I was wondering was there any negative reaction from customers over the normal Valkyrie because presumably they weren’t aware that there will be another 85 units of the new variant when they place their original order? And then maybe a longer term question on the hypercar market generally. Do you see any risk of a bubble because it seems like you have increased your numbers of Valkyrie AMR Pros, Valhallas that you plan to produce and you’ve got similar things happening at Lamborghini and Ferrari as well. Is there a limit to demand for hypercars, clearly not at the moment, because the Spider for example is oversubscribed. But are we anywhere near the limit? And then the other thing I want to ask about, coming back to Formula One. Can you just talk to us a little bit more about the option you have to purchase a stake in the F1 team? And I know it’s not on your radar right now, but could you one day see yourself becoming a full F1 team, and I suppose like Ferrari does, developing innovations in the F1 car that eventually go into the road cars?
Tobias Moers: Okay. Valkyrie, yeah, sometimes you get a call from a customer asking why you’re doing that. And sometimes you end up with these customers that they’re going to buy a Spider as well. That’s exactly what has happened, because in the very first instance we called all the 150 coupe customers and told them we’re going to do a Spider. Yes, probably we didn’t tell you that at very first instance, but this is kind of business in that hypercar segment.
And we ended up that many, I don’t know of the share at the moment, but I think it’s 30% or so of the Spider are now bought by coupe customers as well to get a collection, similar with the track. So, the track cars are almost bought by customers owning or buying a coupe as well. Is there a hype?
Yeah, Spider at the moment is oversubscribed. We’re just closing the final contract with all the customers. You cannot do that every two years. You need to settle it down and Valhalla is a totally different level. Valhalla is in the 700k kind of ballpark, euro, 1,000k, so that’s a different car. That’s not a 2 million pound car. You have to be careful, and we monitor that market quite closely and we know a bit the dynamic on that market.
Formula One, I think there is a need probably that we have a long-lasting relationship with the Formula One team, which is a bit more substantial and more forward-thinking, and we are creative on that. But buying shares or something like that is not on the radar screen at the moment.
Charles Coldicott: Thank you.
https://www.youtube.com/watch?v=zH1ma0Kwy2Y&ab_channel=MannyKhoshbin
Customer: "When's my Valkyrie coming?"
AML:"Did you hear about the new Vantage?"
See how many DBXs you can see on the forecourt in this video. Built to order, haha.
1.36 million followers.
I would want to showcase as many cars as I could for exposure.
Empty for you?
Marketing not your strong point.
Actually,
That’s why you post on here everyday, guess you have access to number of views on LSE.
Negative gets a better reaction.
1.36 million followers watching him NOT buy it, haha.
It’s a staged video. With permission to film.
You know this already though.
Spin it as you want, you always will.