Member Info for AML_007

C2645sg – 30/01/24 – Quote:

“AML 007 turns up every time another poster gets banned, does anyone else notice that?”

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@c2645sg - Oh dear, you really are clutching at straws now, aren’t you? < Roll Eyes >

What about…

“c2645sg changes the subject when caught out by their own words, does anyone else notice that?”

As you still refuse to answer these simple questions:

- Do you accept that there is no shareholder dilution linked to a refinancing?

- What part of your “I am an unhappy shareholder” post is sarcasm?

- When did you correct your AML buying advice from “let it run” for 3 years/£30, to sell now?

- Can you provide any evidence for your “average above £15” claim about my AML shareholding?

- Do you accept I’ve already made money from my AML shareholding, like de Picciotto/St.James?

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Clearly, replying to you is a waste of time, so I don’t have a problem with not posting much on here.

And, for someone who claimed to have a photographic memory, did you forgot you posted this…

c2645sg – 06/07/23 – TUI Chat - “The more someone posts on here, the more desperate they are.”

@c2645sg = > 3,100 posts on LSE

@AML_007 = < 500 posts on LSE

Therefore, by your own logic, you are over six times more desperate than me.

Who knew? ;-)

SirepaulEH - Quotes:

- 25/01/24 - “Surely after profit warning in late February”

- 29/01/24 – “I guess the market is advancing a new profit warning”

@SirepaulEH – AML’s 2023 annual results are due out on 28/02/24, not a profit warning.

AML results will be ‘broadly’ in line with “market expectations”, set by their Q3 RNS outlook.

https://www.lse.co.uk/rns/AML/3rd-quarter-results-9cjly9ghzjwgp07.html

Because a “profit warning” is defined as follows:

“A profit warning is an official statement to the stock exchange from a publicly listed company that says that it will report full-year profits materially below management or market expectations.”

https://www.ey.com/en_uk/strategy-transactions/profit-warnings

Previously, AML published any change to their Q3 guidance, via an RNS, on 7th January:

2021 - https://www.lse.co.uk/rns/AML/fy-2021-trading-update-0is20gxck0yctmm.html

2019 - https://www.lse.co.uk/rns/AML/trading-statement-1nruaxiq6yhmdv4.html

Therefore, in the absence of a 7th Jan. RNS, AML’s 2023 results will not be “materially” different.

(That is not to say a 100% Q3 outlook match, but within an acceptable Stock Market tolerance.)

Note – There may be a change in 2024 outlook, but that is also not defined as a profit warning.

Have a good day, cheers, Paul. :)

C2645sg – 21/01/22 - Quote: “I can’t wait to laugh my socks off when the cash raise comes”

- Who said there wouldn’t be a cash raise? I have clearly said this is an option.

I just said your statement that refinancing requires a cash raise was not true.

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“your average above £15”

- Can you provide any evidence for this?

How exactly did you translate my post from Mar.23 into numbers of shares & costs?

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AML_007 – 25/03/23 - Quote: “I stopped posting details on here.

Instead, I wrote things like this:

“I’m also still here and topping up every now and then too (as funds allow).”

A 100% truthful statement that deliberately didn’t include two things:

- Total number of shares I bought.

- The price I paid for each of those shares.

I also didn’t post what I did, or did not do, about the RI.”

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c2645sg – 21/01/22 - “You’re supposed to make money in this game.”

- I have already made money from my AML shareholding.

Yes, I bought shares at high prices, but I also bought shares at low prices, that’s what an average is!

My experience was similar to that of Michael de Picciotto / St.James Invest SA.

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c2645sg – 01/11/22 - Quote: “Observe which side resorts to the most vociferous name-calling and you are likely to have identified the side with the weaker argument (and they know it!)”

c2645sg – 21/01/24 - Quote: “I get the impression Paul doesn’t really exist, but is a cabal of middle aged, passive aggressive, Aston driving, woefully endowed, divorced simpletons, spouting off on Telegram, and pasting the highlights here.”

c2645sg – 25/03/23 - Quote: “You're so thorough Anal007!”

- Looks like your own words, not mine, confirm you are the side with the weaker argument.

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Everyone else - Sorry for clogging up the chat by following ‘Brandolini’s Law’.

https://en.wikipedia.org/wiki/Brandolini%27s_law

Thankfully, I am away for most of next week, so might post again around 28/29 Jan.

Have a good week, cheers, Paul. :)

@Noah - Sorry, something went wrong with the copy and paste.

There was supposed to be an emphasised "may" in the middle of this sentence...

"Which is why I said that AML may have a cash raise, as well as refinancing. (DYOR)"

To link back to my previous post of...

" AML could choose to do a bit of both (DYOR)"

Somehow adding arrows around the word may stopped it being posted all together.

And I'm supposed to be doing something else, so have a good one.

@c2645sg – Good grief, why are you SHOUTING?

Can you provide evidence for your claim AML will need to find “c. £50-100m to refinance the debt”?

After all, I have provided evidence (an AML RNS) that shows this is how the numbers work:

- Existing debt = £ #1

- Cost of settling existing debt = £ #2

- Any addition new funds required = £ #3

- Cost of raising new debt (fees, etc.) = £ #4

New debt required/raised = £ #5 = (£ #1 + £ #2 + £ #3 + £ #4).

So, AML gets the cash required to refinance from the re-financing process itself, not a cash raise.

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“Happy to keep reminding everyone of the predicament AML are in every time you challenge me”

You appear to be saying that you will always change the subject when your posts are challenged.

( Really? Who knew? ;-) )

So, you are allowed to question/ quote everyone else on here, but no one can challenge you?

Why is that exactly?

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Anyway, do three harmless questions about your own posts really count as “prodding the bear”?

In which case, what kind of bear does that make you exactly?

A soft teddy-bear?

< Roll Eyes >

Have a good weekend, Paul. :)

@NoahsArk – How can you possibly know who reads this share chat, but doesn’t post on it?

Unfortunately, it also sounds like you just stepped out of a sexist 1950s “Honey, I’m home!” sit-com.

As there is no reason why a “housewife” can’t be a more experienced trader than posters on here.

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Anyway, I don’t give investment advice on here and normally recommend people DYOR.

(Do Your Own Research)

AML have said publicly that they need £2bn over 5 years for their electrification strategy.

However, they haven’t said if that will be funded by debt/equity/something else.

Which is why I said that AML have a cash raise, as well as refinancing. (DYOR)

The only point I have been making is that @c2645sg is clearly mixing the two things up.

The other thing to remember is the last £210m CR wasn’t an even split across shareholders.

https://www.lse.co.uk/rns/AML/proposed-share-placing-5fym4jm3s3fuyuk.html

55% - Yew Tree, PIF, Geely & Mercedes.

45% - PIs (Private Investors)

So, I don’t know how anyone can confidently predict what AML will do next.

Cheers, Paul. :)

C2645sg - 18/01/24 – Quote: “Refinancing COSTS MONEY.”

@c2645sg - Oh come on, surely you know refinancing costs are paid out of the money raised?

For example:

https://www.lse.co.uk/rns/AML/pricing-of-senior-secured-notes-etma46unoatn15q.html

“The proceeds from the offering of the Notes… will be used… to pay expenses and fees in connection with the offering of the Notes.”

So, refinancing costs themselves do not require a separate cash raise, do they?

Confirming, once again, that there is no share dilution associated with refinancing.

Which is the question you asked me, and I have answered, so how that is obfuscating?

Anyway, why would I answer of your other questions, when you keep avoiding answering mine?

- Do you accept the simple truth that there is no shareholder dilution linked to a refinancing?

- What part of your “I am an unhappy shareholder” post do you think reads as sarcasm?

- When did you correct your AML buying advice from “let it run” for 3 years/£30 to sell now?

Roll on the weekend, cheers, Paul. :)

PS

Thanks for the comedy gold of “rocket surgeon”. ;-)

@c2645sg - “U OK hun?”

You asked what level of dilution went with the refinancing and my (correct) answer was zero.

No one is disputing that a further cash raise may lead to share dilution.

But you are the one who appears to be repeatedly mixing the two things up.

Fact – Refinancing has been announced via an RNS.

Speculation – Your view that there will be another cash raise.

(Which may be true, but, at this point in time, your speculation is clearly not a fact, is it?)

Do you accept the simple truth that there is no shareholder dilution linked to a refinancing?

(As replacing one loan with another loan does not require more shares to be issued.)

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Quote - “Can someone please explain sarcasm to 007, my word.”

@c2645sg - I’m not the one who appears not to understand sarcasm. ;-)

As this is what you wrote:

“I am an unhappy shareholder. The share price has dropped from £23 to £16“

And this is what sarcasm would look like:

“I am an overjoyed shareholder. The share price has dropped from £23 to £16”

So, what part of your original post do you think reads as sarcasm?

Surely, you don’t think saying you are an AML shareholder, on an AML Share Chat, counts?

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Until tomorrow, cheers, Paul. :)

@c2645sg – So, you still expect others to answer your questions, without answering theirs?

Were you an “unhappy shareholder” in Nov.21? (Your words, not mine.) – Yes, or No?

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Anyway, while we wait…

Why would there be any level of dilution associated with a refinancing, fulsome or otherwise?

https://en.wikipedia.org/wiki/Refinancing

“Refinancing is the replacement of an existing debt obligation with another debt obligation under a different term and interest rate.“

So, AML has announced a plan to replace existing debt with a different debt arrangement.

(2023 Q3 loan notes = £1.1bn).

Which is clearly not the same as raising cash to pay off the debt, is it?

Obviously, AML could choose to do a bit of both (DYOR), but that hasn’t been announced.

Have a nice day, Paul. :)

“I was talking about the Goodwood article.”

- What? The article that doesn’t even mention Ferrari once? Yeah, of course you were.

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“And all the limit order let’s all buy chat was tongue in cheek.”

- Really? At least you saying you were an unhappy shareholder was the truth, right?

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“You must have spent hours trailing through my old posts to prove nothing at all, hah.”

- Wrong again. I don’t even need to read your posts to find old quotes that I’ve used before.

But is proving you didn’t call the SP & posted de-ramping Mercedes sell off rumours really nothing?

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Anyway, that is already more than enough from me for today.

Cheers, Paul. :)

@MarkPatrick – What have you made me do?

As curiosity has now finally got the better of me and I’ve unfiltered @c2645sg.

My, oh my, they have been busy, haven’t they?

I’ll post a quick (ish) reply now and maybe post more another day.

Cheers, Paul. :)

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c2645sg – 15/01/24 – Quote: “As if a UK publication who has been flown VIP to Monaco as going to say a Ferrari is better than an Aston”

@c2645sg – Why don’t you actually read the Autocar article, before you simply make stuff up?

For a start, the road test was in the North Pennines in the UK, not Monaco.

So, no one was flown anywhere and Ferrari & Maserati both supplied cars for the test.

By your logic, did Ferrari PR offer to fit winter tyres, so Autocar could rate it third of the three?

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@c2645sg – Funny how you can always find that £15 quote, but can never find these old posts:

https://www.lse.co.uk/ShareChat.asp?ShareTicker=AML&share=Aston-Martin-Lagonda&page=2&thread=16EB0448-6072-4769-97F8-D38F96A7BA54

https://www.lse.co.uk/ShareChat.asp?ShareTicker=AML&share=Aston-Martin-Lagonda&thread=7030ADC9-ED1C-463C-8222-EC9802C5E340

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You also seem to conveniently forget you posted this advice to the LSE Chat in the past.

(For context, your target AML SP of £1.50 = £30 post the 20:1 consolidation that followed.)

c2645sg – 27/10/20 – Quote: “More proof that long term thinking is better than short term. Forget wave theories. Buy a company that has this kind of potential and let it run. I won’t be selling ANY of the considerable amount I have for at least 3 years or anything under £1.50.”

Clearly, you were still sticking to your own “let it run” advice a year later…

[After the AML SP peak you (falsely) claimed to have called.]

c2645sg – 18/11/21 - “I am an unhappy shareholder. The share price has dropped from £23 to £16“

And a month after that, you were actively encouraging LSE Chat members to buy AML shares…

c2645sg – 17/12/21 – Quote: “We should all put limit orders in for £11.25 and £10.75.

Who's game? If enough people did it, we'd pretty much secure that price.”

So, when exactly did you post on the LSE Chat that you had sold your “considerable” AML holding?

@chesil356 – This week’s Autocar (10/01/24) features the DB12.

Which Autocar rates ahead of the Ferrari Roma & Maserati Granturismo Trofeo.

Another DB12 feature here:

https://www.goodwood.com/grr/car-reviews/aston-martin/db12/

Cheers, Paul. :)

@TinyPie2 - Thanks for the link.

Merry Christmas all!

Hope you have a good one.

Cheers, Paul. :)

Previously, I’ve questioned those who use Business F1 as their source of truth.

And here is yet another example of Business F1 as the source of story:

https://www.bbc.co.uk/sport/formula1/67632663

Before all the F1 teams confirm Business F1 is making stuff up:

https://www.bbc.co.uk/sport/formula1/67654980

Have a good day, cheers, Paul. :)

@TinyPie – The first clue is in the quoted source – “BusinessF1” magazine.

Which, by their own admission, had circulation peak at under 8,000 a month “in the past”.

Including distributed an in-flight freebie, so it is hardly The Economist. < Roll Eyes >

https://businessf1magazine.com/circulation-readership/

“On average, 8,000 copies are printed every month, which has translated in the past to a BPA audited circulation of over 7,000 a month. The circulation is a mixture of prime subscribers, bulk subscribers and geographically circulated copies by way of the hospitality and aviation sectors.”

Anyway, sorry, I'm meant to be doing something else. Cheers, Paul. :)

@EG68 – Thanks for the explanation, although it seems odd to contradict the RNS wording.

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Son_of_Swiss – 14/11/23 - Quote: “You’re getting all hysterical again!!”

@Son_of_Swiss – Let me guess, @Troll is changing the subject to ignore/avoid the evidence that:

- Their claims to have called the AML share price correctly are a lie.

- They posted completely baseless/de-ramping Mercedes sell off speculation.

Next, you’ll tell me @MarkPatrick didn’t get a reply to his “Are you invested here?” question. ;-)

When I have some spare time to waste, I’ll un-filter them, but will leave you to it for now.

Have a good day, cheers, Paul. :-)

@Son_of_Swiss – Unfortunately, a Troll simply ignores the truth and carries on regardless.

Here are just two previous examples of lies/de-ramping being exposed:

https://www.lse.co.uk/ShareChat.asp?ShareTicker=AML&share=Aston-Martin-Lagonda&thread=7030ADC9-ED1C-463C-8222-EC9802C5E340

https://www.lse.co.uk/ShareChat.html?ShareTicker=AML&share=Aston-Martin-Lagonda&thread=16EB0448-6072-4769-97F8-D38F96A7BA54&page=1

I’m sure if I unfiltered the last 12 months I could find more, but not today.

Cheers, Paul. :-)

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Quote - “Refinancing will be paid out of the CR in July/August”

@EG68 – Any chance you could expand on your statement?

As my understanding is that refinancing is not the same as paying debt off.

Obviously, there could be a combination of refinancing and debt clearance via a CR (DYOR).

So there appears to be a contradiction in your post, that I would like to understand.

Thanks, Paul. :-)

@TinyPie2 – I don’t lose sleep over green boxes I can’t read the content of.

To mis-quote Taylor Swift - “And the trollers gonna troll, troll, troll.” ;-)

Cheers, Paul. :-)

TinyPie2 – 08/11/23 - Quote:

"A fulsome refinancing exercise during the first half of 2024" doesn't definitely mean a cash rise.

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@TinyPie2 – I double checked my understanding of the language used in last week’s RNS.

Based on the text book definitions, refinancing is clearly not the same as a cash raise.

https://en.wikipedia.org/wiki/Refinancing

“Refinancing is the replacement of an existing debt obligation with another debt obligation under a different term and interest rate.“

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There are also two ways of interpreting fulsome these days:

https://grammarist.com/usage/fulsome/

“In recent use, the word often describes things that are full or abundant in good ways”

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Which raises the question of how could AML possibly refinance its debt in a good way?

DYOR, but perhaps by getting improved terms from one of its major shareholders, PIF.

PIF have supported AML via the Lucid deal, backing the last cash raise & the previous RI.

https://en.wikipedia.org/wiki/Public_Investment_Fund

So, it is well within PIF’s gift to support AML via a new loan on better terms than the existing bonds.

(Given PIF have total estimated assets of over £500 billion.)

Obviously, I don’t know what will actually happen, this is pure speculation. Did I mention DYOR?

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@TinyPie2 – I don’t post much on here these days due to Brandolini’s law. < Roll Eyes>

https://en.wikipedia.org/wiki/Brandolini%27s_law

Maybe one day I’ll open some of the green filtered boxes, or, then again, maybe I won’t. ;-)

Cheers, Paul. :-)

@livestock – You’ve switched from reporting Stroll Sr is losing money to staff missing bonuses.

(My reply was based on the first and not the second.)

@selecta – I do get the point and I simply said the reporter was the one missing it.

Honestly, who does not get the deal between the AMF1 team owner and the AMF1 #2 driver?

The simple fact is you will not get one without the other, so why get frustrated by it?

It is very unlikely to change, so file it under “Life is not fair. Who knew?” ;-)

Have a good weekend, Paul. :)