The latest Investing Matters Podcast episode featuring Jeremy Skillington, CEO of Poolbeg Pharma has just been released. Listen here.
@2slow2know
😃 You certainly didn't 'hold back' with that one!
No idea on the SP direction! Sorry thought you were some kind of investor or trader.
Considering your obviously extensive understanding of corporate financial management, how do you think the US market will react and where the SP might be at the end of today following their analysis of the RNS?
I am convinced that Q3 and 4 will accelerate orders and demand. The fact that the business has invested already so heavily already in the new model engineering and styling, let alone the R&D investment and design for the future model line-up, yet has managed to lower debts so significantly, really shows what progress is being made. If this continues I do not see the targets a problem at all. It will also be interesting to see how the niche manufacturers deal pans out to be given longer to reach electrification across the range too. This could spread investment needs over a longer period which would surely help?
Goldman Sachs seem to have more of an inside line on AML as they cite a pipeline of exciting models. Following the brilliantly revised DB12, it will be great to see a totally transformed Vantage and roadster, next gen DBX with hybrid and a hint at all electric coming down the line. I was at Goodwood this weekend and saw the Rolls Royce Spectre. Stunning car and the reviews state that in ev trim it actually improves the Rolls experience. Be interesting to see how AML can do the same with the a new 4 door coupe format. I'd exp CT that the order books in the last 2 weeks will be referenced as an increased demand for DB12 and this paves the way for future demand. If Goldman are pitching a £41m profit target I wouldn't argue, but I am sure orders will be accelerating. In any event, it's good news. Like I said before, if this isn't at £4.5 in a couple of months I'll be gobsmacked.
Spent the early hours watching all the released video reviews of the DB12. Every single one top drawer. Well done Aston. The DB12 is now ahead of the Bentley GT, arguable even the Ferrari Roma thanks to Ferrari arsing up their interior to operate like a cheap games console.
I've said before this is a game changer. DB cars will be attracting a much broader audience as a result of the dynamic changes Aston have made. If we are not at £4.50 in 2 months time I will be gobsmacked.
Now I'm really excited to see the final iteration of the Valhalla.
There's a fundamental omission in this article about the revelation that is the revised development of the GT car range. The new DB12 which is built on demand and isn't part of any current inventory in dealers, is a game changer. The dynamics and most importantly the interior design and technology now places Aston in a much broader market demographic. Combined with the F1 brand exposure, the numbers of GT sales will significantly rise. A 50% increase is only another 3000 units. The changes made will be a catalyst to bring Aston much closer to Ferrari in unit sales. So my opinion is that Stroll and the engineering, design and marketing team are bang on the money. AML will most definitely smash the targets.
I have been invested in GRL since 2015. I have lost count on the number of times the Directors of this perpetual teasefest of a stock have let down shareholders. They are frequently late with announcements. You get the distinct impression this is because they are continually failing to achieve what they set-out to do and crafting an update in the face of looking like imbeciles (again), takes time. Poor calculations and assumptions on yields, plant construction delays, poor or inadequate site security, weak operational expertise, contradictory statements from Emma in media, lack of focus on their positioning as a business etc etc.
The small investors are at the bottom of the food chain so don't expect any real support from the board. We represent a small percentage and I feel that as long as Emma is at the helm, it will be a rudderless ship with only a single oar to make progress with. Like many people, I was expectant of a rush on this once gold was confirmed out of the ground. Unfortunately, I think there's not much hope of any progress to being an efficient and well run gold producing business.
Is it the case that MMs and board are holding this down as other posters have alluded to? Not on risers board is a mystery to me too.
If you want a partner or big investor on board, wouldn't you want to offer them a sweetener with a nice low entry point as an incentive? I expect to see RNSs on Director dealings very soon. A better pour (if they haven't already done that and are holding back the numbers), then a big bump in the SP to follow. It's a hunch is all I'm saying. DYOR etc.
Great to get the news of being a producer, but I'm concerned about how GRL are going to meet their target set in the September interim results. 50,000 ounces within the first year. By my calculations, they need to ramp up by 25% every month for 6 months and then once at optimum capacity, continue for the remaining months. 464 ounces in first pour needs ultimately to be 1000+ ounces a week! Details of the plant capacity, heap percentage versus mining expectations needs clarity I think for the markets to have more confidence in the businesses ability to deliver. I don't see much of an increase in the SP for the foreseeable future until the numbers are being delivered. Do any mining investors have a view on this? GLA. DYOR etc.
Gold. You can't beat it.
https://youtu.be/VQ4qrcHyYj4
Happy Friday all.
Three days to go to the deadline of the first repayment in gold. Who thinks they'll honour their word? Who thinks they'll fail?
AllShookUp: Fail
Don't be surprised to see this drop to sub 12p to catch the PI's cold. As we know, there's limited public availability so I agree MMs must know what's coming next week. I'm breaking open the piggy bank to grab what I can today. GLA. Imo, dyor etc.
"And Pebble Beach next week."
Well that will be the remaining 600 of the Valhallas reserved then!
As I had said before, I'm hopeful of wholesales reaching 3000 units with a stronger H2 to follow. Build confidence in the ability to execute a plan etc. I'm also hoping that they will give an indication on the interest since launch of the production Valhalla. With a limited run of about 1000 units globally over 2 years, thats a lot of wedge considering each one will be circa £650k+. Personally, I think they are absolutely stunning from every angle, more useable than the Valkyrie and a guaranteed seller. Holding til 2025 is my current plan ;-) GLA.
Feb 16th - 9th April, beautiful cup with handle. Me thinks this is going to fly very soon! ~ GLA
Not sure if this is relevant or not, but each time we have a good lift in the SP, it then resets back and seems to coincide with more Director dealings. As if the SP is being walked down when someone is coming on board and and shares are being exercised. Then the price goes back up again. It happened more than twice late last year and has already happened this year. Hopefully all the new board and partners will be sorted and we can all see the SP keep a steady climb. More speculation!
Be in no doubt that any significant change in the SP will be on the results of the first pour. If the calculations of the finite value in the mining permit area stack up to the actual recovery rate, the market cap will go north fairly rapidly. If the recovery rate is say $800 an ounce, at current gold prices mkt value would be well in excess of $90m IMO. Obviously, the gold price massively shifts the valuation. A 17% increase in gold to $2000, (if the recovery costs remain relatively constant), means an increase in value of around 33%. But I'm sure most of you already know that already :-) I'm hopeful the results stack up. GLA.
c2645
With 160 dealer locations and many opening to customers again in April, even discounting the amount of DBX already built, each dealer needs to sell just 2 DBXs a month over 9 months to hit 3,000. I think the issue won't be orders, more like production capacity. IMO.
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.