The latest Investing Matters Podcast with Jean Roche, Co-Manager of Schroder UK Mid Cap Investment Trust has just been released. Listen here.
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Very good summary from Bloomberg:
https://www.bloomberg.com/news/articles/2021-02-25/aston-martin-plans-production-surge-as-new-suv-brightens-outlook
Still tremendous value to be had by investing in AML right now and given many other sectors around the world selling off this week after years of big gains, AML is the perfect play IMO as money will always be made (and more of it) by the already rich who have demonstrated their appetites for AML products even during a global pandemic! Very bright future here which is already well underway by Stroll and Moers
It is, but the trouble is, for every positive feature there's at least two negative ones.... Guardian, AutoCar. When will they realise that positive focus drives positive outcomes? Grrr.
Wow, what an opportunity, this should be back up over 2200 next week. Totally oversold IMO without foundation
I'm with you on that Doyezee!
Great Top up price!
Hmmmm.... Guardian, Autocar or Bloomberg, tough decision to decide which one has more credibility!!!!!!
When it comes to business and financials!!!
Finish in the green ;-)
when will it raise to 25-30£ ? or even more?
@TheBrothers - same question you seem to ask every month or so???
Expecting AML in FTSE100 by early 2022,
Guessing SP has be around £35/40 for that to be possible,
Every £1 increase in SP, AML value goes up by £100 million I’m guesstimating,
Just like 2 months ago AML went from £16 to over £22 within weeks,
I’m good environment I see even bigger gains,
GLA.
Yes I need money guys and and DBX : ) so... that is why I ask :)
First thing Monday morning so buy in now!!!!!
@mamun £34.80 would put AM in the FTSE100 with a Mk of £4b. I think it’s possible by H1 23 but could well be sooner if covid doesn’t cause another lockdown again and we manage to refinance debt. Once it hits the FTSE100 I think it will go from 4b to 7-8b in a year or two so long as they manage to hit that 15k target.
Do you recommend investing at this price? Notice the short interest is quite high many hedge funds trying to short the price..
Madman111
Hoping there’s no more lockdowns,
Hoping sage and imperial college allow things to get back to normal,
And if lockdown is avoided then things will only get better for AML,
Refinance won’t be a problem in good environment,
With good management I can see good future.
Great post englander. Very useful charts cheers.
Yes definitely @mamun, I’m not saying your expectations are not possible, I just have different milestones I guess and think that 2022 would be a little too soon to refinance those high interest rates and that will hold AM back on time frame, right now they’re paying £127m interest PY, if they halved that thats a huge difference between profit and loss every quarter so would make a huge difference in how quick they will grow.
Not happy SP is where it is but it’s nothing to do with AML’s fundamentals as far as I’m concerned so whatever the SP does at this time, any negative movement will soon be reversed. Not at all concerned I bought more at 2131 as it will soon fly on past that IMO. GLA
You mean 2031 Doyezee? I topped up earlier also, this should be £60 by end of 2025, so long as things go to plan this year and doesn’t slow growth, it’s got so much potential to have 2bn revenue in 4 years time, they had 1.1bn revenue in 2018 with 6400+ cars, so for me 10000 cars by 2023 with 1.46bn revenue is realistic.
It’s going backwards Nite to let the real investors top up you probably bought back in too soon hahahah
No I mean 2131 Madman! I had a target of 2100 to buy more if the results were positive which they were so bought that morning at best price but the additional secured notes later that day and markets in general pushed it back down! Not fretting though as very confident about the years ahead and will buy more if we go down into the 1900’s but I just don’t see any justification for that to happen. Hoping next week’s a green one!
My core holding at average of 1300 so neigh bothered just frustrated!!! That’s the impatience in me lol!!!
Know it's all based on smoke and mirrors and algorithms etc - but buys are MASSIVELY higher than sells today. Someone interesting in taking a position at this price?
Just my opinion, DYOR
Other than the positive results themselves and all things considered, it’s been a pretty dire week for many stocks in general. Still, we’ve finished it above 2000 so I’m hoping next week much better and we move on up into the 2200s