Member Info for AML_007

And one more before I go...

A bare faced lie to discredit the honesty of AML

24/05/22 - c2645sg – 08:35 - Quote :

"Since the company kept the AGM super quiet (no RNS), I didn't know about it until last week."

When clearly AML announced their AGM via RNS.

25/04/22 - https://www.londonstockexchange.com/news-article/AML/notice-of-agm/15424081

Anyway, have a nice day, I'll be back this evening.

Cheers, Paul. :)

@The.Crowman - To save time, here is my previous reply to @TerryMC1...

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TerryMC1 – Quote – “…was right for most of it…”

@TerryMC1 - Are you sure about that?

Big difference between what they claimed they said and what they actually said…

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

Their Mercedes sell-off speculation was also just that…

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

And their 2022 sales predictions weren’t right either…

Prediction - 18/02/22 – “It's taking them 3 weeks to build one Valkyrie. That's 17 per year.”

Actual - 2022 Deliveries = 80 Valkyrie

Prediction - 04/05/22 - “2022 is already definitely worse than 2021, and that's before people stop buying GT/sports cars before the update.”

Actual - 2022 GT/Sports Sales = GT @ 1,833 + Sports @ 1,271 = Total of 3,104 cars

Predictions:

- 06/10/22 - “H1 was 2675 sales, and that run rates looks similar in H2 so far. So roughly selling 5300 ish”

- 07/10/22 - “H1 sales were c.2500, therefore full year is 5000”

Actual - 2022 Sales = 6,412

Note - I filtered them last year, so no idea what they are posting these days.

Cheers, Paul. :)

Eric Li - Geely Chairman – “Our decision to increase our shareholding in Aston Martin reflects our confidence in the company's growth prospects, its technologies and its management team.”

So, Geely has just bought 70m shares @ £3.35, when the SP was as low as £0.89 late last year.

Obviously, the SP wouldn’t have stayed that low if they had gone on a buying spree, but still.

Let’s see what happens to the SP now.

Cheers, Paul. :)

@Daviddavid & @Son_of_Swiss – Looking forward to seeing what the DB12 looks like.

As I get the impression the mechanics will be largely unchanged.

Cheers, Paul. :)

PS

Good to see AMF1 still clinging on to 2nd in the constructors.

(If only just.)

@Beachfeont – Are you able to hold on until/if things improve?

Or will you be forced to sell at a loss?

My only saving grace is that I don’t need anything I put into AML in the short term.

(Some of my buys were higher than yours, but, thankfully, my average is lower.)

Good luck, cheers, Paul. :)

https://www.lse.co.uk/rns/AML/q1-2023-financial-results-g73bgg1qvti1sal.html

Lots of things to look forward to in these.

Cheers, Paul. :)

@Glowacki – Where did you see 300m shares traded?

As this tab shows 3m for yesterday (and only one day over 10m in the last 3 months).

https://www.lse.co.uk/SharePrice.asp?shareprice=AML&share=Aston-Martin-Lagonda

Note: 528m shares, from AML’s total of 698m, are held by big players.
(Stroll/Yew Tree/Bertarelli/PIF/Mercedes/Invesco/Greely/de Picciotto.)

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@NoahsArk – It usually takes a few days for the Short Trackers to ‘catch up’.

But AKO’s 1.11% = 7.7m shares.

Below is a list of AML’s opening SP on the days AKO shorts are listed:
17/11/22 – SP 128.80 - AKO 0.85%
12/12/22 – SP 158.25 - AKO 1.04%
18/04/23 – SP 233.20 - AKO 1.11%

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Anyway, F1 this weekend and Q1 next week.

Have a good day, cheers, Paul. :)

A short clip that made me smile…

https://www.youtube.com/watch?v=IHI2mtyD-mU

But I’d want the Fragile / Handle with care warning on the side of the box to be MASSIVE! ;-)

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Over an hour of insight/detail from a dealer with three Valkyries awaiting collection!

https://www.youtube.com/watch?v=iwxfm_yoESw

It really is an EPIC car, even the box for the steering wheel is impressive.
(I assume there are a few more goodies packed away in there.)

@livestock – Thanks for the reply.

Unfortunately, I didn’t have any ‘spare’ cash to top up when the SP was 89p. :-(

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@Joe21013 – I hate to say it, but your fingers may be crossed for a very long time.
- Yesterday = 698m shares @ £2.22 SP = Market Cap of £1.5bn
- Therefore, 698m shares @ £16 SP = Market Cap of £11.1bn

By comparison:
- Feb.21 (Pre-RI) – 114m shares @ £22 SP (Peak) = Market Cap of £2.5bn
- Oct.18 (IPO) – 228m shares @ £19 SP = Market Cap of £4.3bn

Which, with today’s 698m shares, can give two ‘theoretical’ SP targets (DYOR):
- Market Cap of £2.5bn (Feb.21 peak) = £3.62 SP
- Market Cap of £4.3bn (Oct.18 IPO peak) = £6.20 SP

Sorry if that isn’t much help, but good luck, Paul. :)

Quote - “I'm looking to get back in with a lower price”

@livestock – Can I ask why you want to get back into AML now?

Given that you could have got back in for 89p as recently as Nov.22.

What makes buying AML now, around the £2 mark, a better bet than sub £1 a few months ago?

Cheers, Paul. :)

@livestock – As others have already said, not according to this list:

https://www.lse.co.uk/ShareBrokerTips.asp?shareprice=AML&share=Aston-Martin-Lagonda

Barclays Targets:
10/11/22 – 175.00
08/02/23 – 200.00
17/04/23 – 250.00

Cheers, Paul. :)

PS
@TinyPie2 – Not sure why your link was *****’d out, but this might work…

https://1lo.co/u784i

@NoahsArk – With the green boxes, I’m not sure why the tread has switched to Welsh?

And it might be a bit early in the morning to start belting out ‘Yma o Hyd’

https://www.youtube.com/watch?v=llkwpwdk2ro

But the chorus also works for the AML LTH on here.

Ry'n ni yma o hyd
Ry'n ni yma o hyd
Er gwaetha pawb a phopeth
Er gwaetha pawb a phopeth
Er gwaetha pawb a phopeth
Ry'n ni yma o hyd

{Wink}

Anyway, I’m supposed to be doing something else, go have got to go, cheers, Paul. :)

BBC Sport article on Alsonso’s influence on AMF1:

https://www.bbc.co.uk/sport/formula1/65200473

Enjoy the long weekend. Happy Easter!

Cheers, Paul. :)

Davffed1984 – 04/04/23 - Quote - “Not hard to look through my account…”

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@Davffed1984 – Funny, it is not too hard to look through my account either.

However, despite that, @Troll never seems to find my posts highlighting his trolling. {Roll Eyes}

Obviously, the sheer volume of their posts provides the best cover for their errors and false claims.

I’ve no idea what they have been posting recently, but do have a separate collection of gems…

@Troll – 18/02/22 – “Just wait til the Valkyrie recall hits the press.”

Well, over a year later, and, as Diana Ross once sang, “I’m still waiting”. ;-)

Given notification of a recall is a legal requirement, why isn’t the Valkyrie not on this list?

https://www.check-vehicle-recalls.service.gov.uk/recall-type/vehicle/make/ASTON%20MARTIN/model

Because there was no recall and therefore it was never going to hit the press?

#MoreFakeNews

Have a good day, cheers, Paul. :)

@NoahsArk & @Son_of_Swiss – My apologies, all those 3 IDs are still filtered for me.

So, I’ll just have to guess…

AMF1 was worthy of comment on here when it was performing badly, as this showed:
- What a waste of money AML’s sponsorship of AMF1 was.
- How Stroll Sr picking Stroll Jr was a disgrace, as Jr can’t drive.
- How Stroll knows nothing about cars and should have stuck to selling T-shirts.
- Etc.

However, no one should mention AMF1 on here now that:
- Stroll’s F1 team plan appears to be working.
- Stroll Jr can drive (even when injured) after all.
- AML’s sponsorship of AMF1 appears to be an absolute bargain.
- Stroll’s master plan for AML might actually come good after all.

Does that sound about right? ;-)

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Obviously, AML & AMF1 are two separate legal entities, as we have stated on here many times.

However, as also stated on here before, their destinies are entwined with Stroll at the helm of both.

Remember AMF1 were the only team to launch their 2022 car with three of their sponsor’s cars.
(No equivalent road cars for the Ferrari, Mercedes, McLaren, Alpine or Alpha Romeo F1 teams.)

https://media.evo.co.uk/image/private/s--AOh1PQDW--/f_auto,t_content-image-full-desktop@1/v1651655780/evo/2022/05/Aston_Martin_AMR22_03_holxvo.jpg

Have a good day, cheers, Paul. :)

@Son_of_Swiss – I pulled together the quotes below at the time, haven’t posted them before.

But it is interesting to look back to the Summer of 2022 and see who said what about AMF1…

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Sebastian Vettel (Four-time F1 world champion) – 28/07/22
“Although our results have not been as good as we had hoped, it is very clear to me that everything is being put together that a team needs to race at the very highest level for years to come.”

https://www.bbc.co.uk/sport/formula1/62330316

Fernando Alonso (Two-time F1 world champion) – 01/08/22
Aston Martin is clearly applying the energy and commitment to win and it is therefore one of the most exciting teams in F1 today. No-one in F1 today is demonstrating a greater vision and absolute commitment to winning, and that makes it a really exciting opportunity for me. I want to be part of an organisation that is committed to learn, develop and succeed. We all appreciate that there is much to be done to get to the front, and that we must apply all our energies in working together to find performance.”

https://www.bbc.co.uk/sport/formula1/62376428

Max Verstappen (Two-time F1 world champion) – 26/08/22
"I think Aston Martin is still a team which wants to come to the front. They're hiring a lot of people. So I can understand for Fernando to go there and try to build that up to maybe another level. It is exciting. So I can understand."

https://www.autosport.com/f1/news/verstappen-can-understand-alonsos-aston-martin-f1-gamble/10357985/

Alternatively…

@Troll (Anonymous person on AML Share Chat) – 24/07/22
Quote - “Destroys a perfectly good F1 team”

Which suggests that multiple F1 World Champions know more about F1 than @Troll.

Who knew? ;-)

Now if Stroll Sr could just deliver on the similar ambitious promises that he made for AML…

Cheers, Paul. :)

@Daviddavid - I haven't seen a split between the Coupe and the Pro.
(Total of 150 x Coupes + 40 x Pros.)

But the total is 90 for 2021 (10) + 2022 (80), with 100 (Coupes + Pros) left.
(Ignoring Q1 2023, but Q4 2022 was 36.)

The first of the 85 x Spiders are due to be delivered in H2 2023.

Hope that helps, cheers, Paul. :)

@TinyPie2 – I mentioned AML’s improved position in the FTSE 250 the other day.
(Up from a danger of being related in Aug.22 into the top half of the 250 in 2023.)

Turns out, even with the current £2 (ish) SP, AML is one of the FTSE 250s best performers in Q1 2023.

https://www.fool.co.uk/2023/03/27/ftse-250-stocks-winners-and-losers-in-q1-2023/

Note – I’m not ignoring the negative 12-month figure, just confirming recent improvements.

Cheers, Paul. :)

@TinyPie2 – It will be very interesting to see what an AML EV ends up becoming.

@TinyPie2 – Clearly all comparisons are relative and the SP was 89p just a few months ago.

So, I think it is safe to say that the SP has improved significantly from that low point.

Similarly, in Aug.22, talk on here was about AML getting relegated from the FTSE 250.
(SP was around £4, pre-RI and the MC was around £500m, putting it in the bottom 5.)

Even with Friday’s £2.12 SP, AML’s MC is now £1.48bn and is in the top half of the 250.

So, you can also say AML’s performance is also improving compared to other companies too.

Clearly, £3 is better than £2, so today is below where AML was a few weeks ago.

But, I’m not sure what use a SP trend on @Quickdip’s 5-year chart is today?

As the £19 IPO SP gave a £4.3bn MC, which would be matched today with a £6.20 SP.
(228m shares at IPO vs. 698m shares today.)

Cheers, Paul. :)