Roundtable Discussion; The Future of Mineral Sands. Watch the video here.
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Just for balance perhaps a performance car comparison not a fleet car one ..desperate times for some LOL
https://www.ferrari.com/en-EN/corporate/articles/ferrari-first-quarter-2023-results
From the srticle....
VW profits for Q1 down 20%.
Merc posted a bigger than expected fall in revenues in Q1 too. Sales were down 8% due to China, both sales volumes and margin fell. Amalysts at Citi cited weaker demand for luxury products from Chinese consumers.
Stellantis revenues down 12% on Q1 too.
Https://www.ft.com/content/d03bc69a-f312-417f-89f2-9e93e9a93a16
Whats your average this time?
I asked you to let us know when you sold, so we could know 100% that you made a profit.
Now we'll just assume you are a complete BS gambler like the rest on here.
Grow up. I asked you to explain what you meant by...
"I am long and will remain so because the brand is worth so much more than now"
Now you're challenged you're the victim?
Asking someone for calculations on brand worth is, frankly a ridiculous attempt at baiting..... enjoy
Just a quick one, I did post a few weeks ago that these would hit £2 by May…clearly they haven’t, I did say I would apologise if I was wrong which I am doing now, I bought these cheap sold them at a small profit, but gone back in today and bought again, they may not be £2 tomorrow but do I think they will get there, absolutely….we make choices we buy and sell….that’s what I do…. I also have more shares than previously ever had in these, don’t read all the garbage written by CP30 and his sidekicks…it’s your money not theirs….don’t reply to them….the best way to beat them….sorry once again for the May 1st date but it will have it’s day….👍
Well assuming your own figures are correct until December and that is fine as they will not have a problem with capital if the margins continue to improve and forward orders look good. While we are at it ... what year was Dr No? Which ever way you look at it and I agree the IPO was easy gravy for the private equity lot; this brand has a heritage and, from that value. Perhaps the biggest risk of any turnaround is not the timescales but the opportunists ready to swoop from it. So, to conclude our little chat I am happy to take the risk with this investment as with any other. It may fall tomorrow it may not but that investing for you. I don't get bitter maybe a lesson you may wish to heed for your own health. I am not flirting with rescue so I don't need saving. bless ya thou.
Also, please show us your objective calculations for how you price a brand, and therefore know it's undervalued?
The low is 89p here.
And that's a balanced view? Haha, priceless, well done.
The market is looking forward to another cash raise, just as I am. AML burns though £400m per year and the last raise was a good few months ago now.
Also, it takes decades to build a brand like Ferrari.
How much cash do you think they have left come results tomorrow Deepjoy?
What you seem to ignore is that the market is forward looking while all you do is look back... erm.. someone must have lost a lot of money on this one but thanks for the bear side views always good to know. I am long and will remain so because the brand is worth so much more than now. If they could even get their merchandise right it will bring more revenue than cars; just like Ferrari
Welcome Deepjoy, sadly he is a paid deramper who quotes a lot of false and misleading stories.
He has been caught out now, his lies have caught up with him and he does not like it. Only recently has he started to throw his toys out of his pram!
Ignore him and have a nice day!
That's funny ...never posted here before and one neutral post is ramping...erm... perhaps some balance needed as you are clearly upset ... :)
Tony, ask yourself why do rampers always tell you to hold and wait for results?
Don't tr to read the tea leaves Tony, let's just see the hard print.
Do you think that today's red could be related to a probable bad result tomorrow?
For anybody that wants to get a bit of first hand information this is the link for tomorrow https://app.webinar.net/9LzoY2dm2NG
I'll just keep posting this to remind everyone how wild your investment decisions are.
AML_007
Posted in: AML
Posts: 340
Price: 1,480.50
Hold
Squeaky bum time26 Nov 2021 09:52
The AML SP is now below my overall average holding price of £15.21.
(Still higher than my 2020 average, but lower than my 2021 average.)
Back in May 21, I thought a £15 SP would break my faith in Stroll, Moers, etc.
One voice is NOT consensus.
You insist on changing the context to try and make yourself look superior, don't you? Pages upon page of misdirection and misquotes. Cool, someone never got enough hugs from mommy as a child. I am not playing that game, it just fills the BB with nonsense.
My quote was about directors buying, not about international rating agencies,. and you know it.
I know who you are, and you're just here to manipulate and slander.
So you're filtered now, good luck with your 'investment.'
c2645sg
Posted in: AML
Posts: 3,340
Price: 158.10
No Opinion
RE: Future price stock15 Apr 2024 08:26
Half the board were buying shares over £15, and they were all completely wrong.
Never take refuge in the false security of consensus…..
I wonder if C26 wakes up, logs on and goes "I have made myself look a fool again!!"....probably not as he is a paid reramper but he must cringe when he get's called out every day! Hilarious to watch though...
Totally agree Paul.
Do think Lance should be given a job washing cars or something else in the background though???
Bring on Friyay!!!!!
Outstanding, AML_007 . Add to that your Brandolini's law - perfect !
So, you warned us to “Never take refuge in the false security of consensus” when referring to the AML assessments made by the international ratings agencies (Fitch, Moodys & S&P Global).
Yet you are happy to post the link to this SSO/Karenable assessment three times, as if it is superior?
Just to pick up on two errors towards the end of this so called “analysis”:
SSO Nuggets Quote - “To produce these 3% more cars, it increased wages and salaries by 35%.”
This 35% ignores the fact that absolute staff numbers went up from 2,094 to 2,368 and that is before you start doing any real analysis on FTE (Full Time Equivalent), staff grades, departments, etc.
Honestly, this is amateur hour analysis at its finest, not a professional rating agency standard.
- - - - - - - - - -
SSO Nuggets Quote - “Summer Job for the Kid”
From AML 2020 Annual Report:
“Q. HOW WILL THE COMPANY BENEFIT FROM THE F1 TEAM? - The sponsorship agreement, with commercial terms commensurate with the Company’s prior F1 expenditure.”
Therefore, AML is spending roughly as much on the AMF1 team as it did on the Red Bull F1 team.
But despite being the title sponsor of Red Bull, the team colours & the team name had nothing to do with Aston Martin and everyone referred to the car as a ‘Red Bull’.
Now, the AMF1 car is in a variation of ‘British Racing Green’, is called an Aston Martin, despite the fact that ‘Aramco’ is the title sponsor, and Aston Martin share the F1 Safety Car & Medical car.
So, anyone who thinks the AMF1 deal is not a better deal that the Red Bull F1 deal knows nothing.
- - - - - - - - - -
Have a nice day everyone, cheers, Paul. :)