The latest Investing Matters Podcast with Jean Roche, Co-Manager of Schroder UK Mid Cap Investment Trust has just been released. Listen here.
@Ishi99 – Why are you surprized that @c2645sg failed to highlight the positives, they never do.
However, based on @Doyezee’s replies on 11/06/21, @c2645sg bought some AML shares @ £22.
(I filtered @c2645sg a long time ago.)
@c2645sg constantly states how much better informed they are compared to the rest of us.
(Based on pre-filtered posts and the replies of others since.)
Yet, despite all @c2645sg’s ‘Glass half empty’ posts, he thought £22 was a good entry point.
Given @c2645sg claims to be an expert investor, what SP does that suggest AML will reach?
(A 10% RoI = £24, 20% = £26, etc.)
Again, based on @Doyezee’s reply, @c2645sg sold his £22 shares 10 minutes later.
Which means @c2645sg either:
- Posts all the negatives, but keeps the positives to themselves (LT AML SP is > £26).
- Has no more idea about what they are doing than the rest of us.
- Is a Troll.
Either way, I’m not losing any sleep over missing out on their posts.
Cheers, Paul. :)
@TinyPie – Thanks for the link.
And belated thanks to @Vorlich001 for posting the link to the film’s trailer the other day too.
What’s not to like about an Aston Martin ‘Transformer’ with a battering ram inside the grille?
Plus, Mark Wahlberg gets to don Black Tie and dream about being Bond. {Wink}
If I’ve read it correctly, ‘Infinite’ will be released in the UK in early September.
(Just a few weeks before ‘No Time To Die’.)
Looking forward to seeing both of these on the BIG screen.
Cheers, Paul. :)
I think Vettel loved the fact his P2 included passing Leclerc.
Can't imagine what Stroll Sr was thinking when his son's tyre blew.
Seeing him check on Lance afterwards was a reminder that is still a risky sport.
I'm sure the whole team will get a great lift from Vettel's podium.
Cheers, Paul. :)
@TheSmiler – Thanks for posting the link.
@TinyPie – The way I look at it, Stroll and his backers control the company, while Moers runs it.
I have absolutely no influence on what either of them do, so let’s see how they get on.
Cheers, Paul. :)
@Doit2morrow – The best thing I did was filter @c2645sg.
So, what if I can’t see what he/she/they post?
No matter what @c2645sg has posted so far, they still hold on to their AML shares.
Based on one side of the conversation & if you believe everything you read on the Internet. ;-)
Which puts @c2645sg in exactly the same boat as all the other AML holders on here.
Let him hold us in contempt for not questioning absolutely everything.
Let him mock us for see positives in AML, despite all the negatives he posts.
Who cares?
I’m old enough to remember seeing this guy walking around London’s Oxford Street.
https://en.wikipedia.org/wiki/Stanley_Green
Does picturing @c2645sg walking around with a sandwich board help?
Investing in AML is not a matter of life or death.
Take care, Paul. :)
@Nelladrahcir – Thanks.
No Asprin, but lots of water.
Thankfully, my arm is not as sore today, as it was after the first jab.
I will be testing my arm out properly during a morning swim shortly.
Cheers, Paul. :)
@Richard365054 – Thanks for the update.
@Vorlich001 – Nice to hear about the de-stocking and sell to order from the ‘horse’s mouth’.
I’m about to get some early morning exercise in, before getting my second jab this morning.
The success of the vaccine rollout programme does provide some light at the end of the Covid tunnel.
(Almost 40 million in the UK with one dose and over 26 million with two doses.)
Turning around AML would be a challenge in normal times, let alone during these times.
Even with a delay / restrictions to the planned 21st June ‘Freedom Day’, things are getting better.
Take care, Paul. :)
@Jackwalker422 – “Especially since SPs do rise and fall on opinions all the time.”
A recent textbook example of this was GameStop.
- Institutional investors shorted the stock based on facts.
- Private (WallStreetBets) investors drove the share price up based on faith.
For a while, the fact-based approach lost money and the faith-based one made money.
Clearly there would/should always be a point where the facts over take the faith.
For me and AML, the cold hard facts would hit home at around £15 a share.
When I would still be up (just), but have to accept my faith in Stroll, Moers, etc. was misplaced.
However, until that day…
Cheers, Paul. :)
@Doyezee – I think we hold similar views here.
AML have declared their strategy and that includes target end dates of 2024 or 2025.
We are still in 2021, and not fully out of the grips of Covid yet, so AML is still a work in progress.
I didn’t get a chance to mention that The Times covered the AML results on Friday, 7th May.
It was a large feature piece in the Business section, with a big picture of a DBX.
Quote:
“The saviour of Aston Martin – not Lawrence Stroll, the Canadian tycoon, and his friends, who have ploughed hundreds of millions of pounds into the carmaker, but the marque’s long awaited DBX 4x4 – has hit the ground running.”
@Doyezee – As you say, the things we already know about are also covered by The Times:
- Currently “living beyond its means” and the £722m debt, etc.
But it also quotes Stroll saying “we are most definitely out of the woods”.
The Times notes that the losses have reduced from £110m to £42m.
(Which I, and I believe others, see as a step in the right direction.)
Overall, I found the trust of the article positive, as it also talked about the 2024/25 targets.
(Increased sales, increased margins, mid-engine two seaters, etc.)
Although the article did made me laugh when it described the Valkyrie as “gas-guzzling”.
As I don’t think any potential Valkyrie customers are worried about the MPG. ;)
The article also covers Moers and the road map to plug-in hybrids and fully electric too.
I am sure there will be a few more ‘bumps in the road’ ahead for AML.
But I remain happy with my AML investment.
Take care, cheers, Paul. :)
Morning @Doyezee, I hope you are right about Q1 results.
Although, I think your top ups are significantly higher than mine. ;)
Like many on here, my timing is really just based on availability of funds.
I'm happy to admit I have no idea what the SP will do in the short term.
But my 2020 average now looks good in 2021.
So, I hope my 2021 average will look good in 2022, etc.
GLA, cheers, Paul. :)
@Kevlovestrading - I noticed that a while back.
As that was where I used to check up on the AML sp.
(I also liked the different period options for the graphs.)
I now use this:
https://www.londonstockexchange.com/stock/AML/aston-martin-lagonda-global-holdings-plc/company-page?lang=en
In other news, I also managed a small top up of 50 shares last week @18.48.
My 2021 purchases have ranged between 17.66 to 21.38, average = 19.64.
(Compared to my 2020 average of 10.88.)
Hopefully, the Forbes link that @Ishi99 posted the other day holds true.
GLA, cheers, Paul. :)