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I guess you are devoid of critical thinking and ability to read a balance sheet, and rely on dodgy third person blogs for your information instead.
Proof that no-one should listen to a word you say.
Cheers Bucket ... the bear side is fine with me. You are right thou. :)
My break-even share price is 282.7.
Shall I hold everything for tomorrow or sell while I still have the chance?
If DB12s have been delayed then surely the figures aren't going to be that great?
Deepjoy....I know you are invested in AML...and you have said long term which I say is fair play to you....I am in AML too but I have a buy price and a sell price....but that's me...the people you are sparring with on here aren't invested, they never have been and probably never will be. Why they force their opinions and decipher every post on here with there toxic messages is beyond me....I don't know anything about the Webinair or sales aspect or what Stroll is thinking / doing, I have no interest whatsoever. I am in this to make a few quid, do I often lose a few quid...well yes I do...my strategy is to acquire free shares....start off with as little as a !000 and build up, that might mean selling at a small profit and waiting to go back in again. even if it is a £1 it's a profit, I operate on margins, low margin, medium margin and high margin...am I a gambler, well everyone that buys into shares are gamblers....I never disclosed my selling price because that is mine to know. I post this message to you because it is looking like the trolls are attacking every word you are writing.....best wishes Bucket
Https://www.acumenfinancial.co.uk/business-models/daniel-explores-what-makes-ferrari-so-successful/
No I don't think I will, because that would be ramping given that my target price and valuation is so so high. Thanks for the entertainment thou, the image of you frantically googling the exert makes me laugh... See you on the other side - enjoy.
I have taken the figures from the link YOU posted. You can copy and paste from any 2 -bit website you choose (without a link).
Officially from Ferrari for Q1 2023, revenue for cars: 1241, revenue from sponsorship, commercial and brand (which includes all merch from F1) 130.
TEN TIMES AS MUCH FROM CARS AS MERCH.
I am chilled thanks very much, just happy to point out your ramping and lies.
No anger here, just correcting all the nonsense posted.
Are you not answering me on brand value?
Wait for the full year .... you know the time when you run the risk on having a complete breakdown over personalising an investment gone wrong before. Unlike you I don't resort to insults. People who do are usually consumed by anger and hurt only themselves. Take a chill pill and try to relax...it's only money :)
The link you posted was 2023, keep up old boy.
Investors have been buying Ferrari [NYSE:RACE] stock this week: shares in the company jumped from EUR 281 to hit EUR 307 in Italy this week. Ferrari shares are already at an ATH, with many stock investors anticipating more to come.
Ferrari stock has already been rated as one of the European Magnificent Seven – luxury brands that had been trading at a premium. The company is also rated as one of the most profitable in Europe, if you measure it on a profit per employee basis. In this case Ferrari ranks at #7, between energy play Orsted and Danish shipping line Maersk.
Porsche shares vs BMW: Asian EV market key to expansion
Transense Technologies reports strong growth in half-year results
Why are Ferrari shares up 222% over five years?
Half of Ferrari’s revenue comes not from the sale of cars, but in fact from merchandise. The company made about GBP 1 billion in profit in 2022, but that still comes out at a punchy £227,364 per employee. This is because it only employs 4500 people, making it relatively tiny by car manufacturer standards.
Deepjoy, do you enjoy posting links to destroy your own argument?
Revenues from cars: 1241
Revenues from sponsorship, commercial and brand: 130.
You claimed Ferrari made more in merch than cars, what a clown.
Clown.
It’s not about balance Deepjoy! Any positivity must be crushed, I think you will find! because that will be classed as ramping and if it wasn’t for the rampers and that pesky Stroll a certain person wouldn’t have lost his shirt!
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