Member Info for AML_007

@Son_of_Swiss & @advocate1973 – It is now approaching a month since I filtered @Troll#1.
(Although I’d can’t even remember when I first filtered @ClothTroll.)

I can see who is posting on ‘Thread View’, but their content is blocked in ‘Message View’.

As I’ve said before, not replying/correcting isn’t the same as agreeing, so let them huff & puff.
(The simple fact is I can’t see what they are posting, so it is really water off a duck’s back.)

I’ve got more than enough old quotes from previous posts should I ever need them.

E.g. On 27/10/22, @Troll doubled down on their claim that a “200k sell was huge”.

I believe drawing attention to a 200k sale (from a total of 698m shares) is de-ramping via #ProjectFear.

If @Troll was genuine, they must have sung from the rafters about 58m buys by Stroll/Yew Tree.

Is that what I have been missing? ;-)

Or perhaps they did find some honour and settled their outstanding debts to charity?
(Total owed = £1,500 to Great Ormond Street Hospital and £1,000 to DEC Ukraine fund.)

Something tells me that I didn’t miss that either.

Have a good weekend, Paul. :)

@Ghini – I can’t think of any reason why Stroll would want to take this private. (DYOR)

- Hold a bigger share? – Yes

- Block Greely? – Yes

- Believe he is about to “unlock long-term shareholder value creation”? – Yes ;-)

But I’ve said before that Rolls, Bentley, Lamborghini, Maserati & Bugatti all have big brothers.

And with the cost of developing new models and transitioning to the new EV world, it makes sense.

Following AML’s technology agreement with Mercedes it did seem like a good strategic fit.
(With Mercedes gaining a historic luxury car brand like BMW, VW & Stellantis before them.)

Clearly, Tobias Moers had a foot in both camps, which also seemed to fit with a longer-term plan.

Since those early days, Moers has gone, but Mercedes have stuck around and committed to the RI.

Mercedes also supported PIF getting on board, which would be odd if PIF wanted full control.

Which I guess is a long-winded way of saying I have no idea where AML will end up. {Roll Eyes}

However, I’m prepared to hold on a while longer to see what happens.

Cheers, Paul. :)

@Ghini – Since the RI in September, Stroll/Yew Tree have now bought over 58 million extra shares.
(I’ve included their 4.8m RI ‘rump’ buys, as I don’t follow your previous logic that this was “expected”.)

This brings the percentage held by the three main AML ‘insiders’ (Stroll, PIF & Mercedes) up to 54%.

There are also other shares that Stroll has control/influence over: Lord Bamford; directors, etc.

This leaves the two main ‘outsiders’ (Invesco & Greely) with 18%, although Invesco did support the RI.

As for motives, I’m still waiting to see what the strategy is regarding AML’s “new anchor investor” PIF.

PIF had their two non-executive directors appointed on 01/11/22, but no other news since.
(Although PIF are now launching Ceer, for EV cars in Saudi using BMW tech.)

Cheers, Paul. :)

@Son_of_Swiss – No worries, I was only wondering if one of the green boxes had a new link in it.

@Ghini – The original AML notification included “with the support of a group of its customers”.

So, it stands to reason that another group of St.Gallen customers didn’t support the legal action.

Which allows the media to quote people from which ever side of the fence suits their angle.

When this first started, I always thought this would end up in a settlement of some kind.

And the longer it goes on, the less relevant Nebula’s dealership become to AML’s future.
- AML now sell specials via Pebble Beach, Festival of Speed, F1, etc.
- AML are actively targeting customers who are new to the brand.

Anyway, I was supposed to be spending less time on here. { Roll Eyes }

So, I catch up again in a few days, cheers, Paul. :)

@Ghini – Apologies if any filtered posts have already covered this today…

I wasn't able to find anything online that confirms anything other than the official statements.

22/06/21 – AML – RNS – Original notification
https://www.lse.co.uk/rns/AML/commencement-of-legal-proceedings-jkmtr4b4riw34mw.html

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Around nine months later, there was a post on here that claimed a press release dated 14/03/22 confirmed AML lost a case in Switzerland on 08/03/22.

The only catch was the poster sharing it said you needed to have friends in the press to see it.
(To my knowledge they haven’t posted a link to either the court ruling or an official press release.)

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14/04/22 – AML - Email response to me following the ‘press release’ posted on LSE Chat.

“Our position on this matter remains unchanged to that published in June 2021 and the company will at all times remain fully compliant with all disclosure obligations to which it is subject.”

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Six months after the Mar.22 ‘press release’…

AML said “These proceedings remain ongoing” in relation to both of the original Jun.21 cases.
They also confirmed the new counter-claim case at this point.

05/09/22 – AML – Placing & RI Prospectus – Page 214, Section 17

https://amsc-prod-cd.azureedge.net/-/media/corporate/documents/capital-raise-july-2022/prospectus.pdf?rev=a8447604b4024a0a92fdf1816597ae70&hash=AFA2A2F2AB343E7ACCFD6559190C33A5

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Hope that helps, cheers, Paul. :)

PS
@Son_of_Swiss – I know BusinessF1 magazine was used as a source of the claim AML lost the case.

Whilst Google can find BusinessF1 losing a court case, it doesn’t appear to show AML losing one.

https://www.gov.uk/employment-tribunal-decisions/ms-e-herd-v-business-f1-magazine-ltd-3302912-slash-2021

However, please post a link to the Mar.22 court ruling if a link has now been provided.

TheRiflemans – 15/11/22
Quote: “Can you share the broker downgrade and what target price did they indicate?”

@TheRiflemans – I hope this link works…

https://www.lse.co.uk/news/AML/jefferies-downgrades-aston-martin-says-recapitalisation-risks-remain-7rwij38042owf6e.html

If not, use the "AML Share News” button near the top of this page and it is from 15/11/22 09.10am.

Cheers, Paul. :)

@TinyPie2, @Son_of_Swiss, @Vorlich001, @advocate1973 & @NoahsArk – Thanks all.

I'll try not to go back over old ground going forward, as my posting history more than covers that.

Two weeks away from LSE confirmed that I am no longer even curious about what @Troll posts.
(I unfiltered them after 45 x posts in a single day, back in June, made the chat hard to follow.)

So, I guess I’ll just never know what adjective they used for the recent Stroll/Yew Tree buys.

Especially, in light of this…

27/10/22 - Quote: “huge is in context, light volume in AML these days, 200k sell was huge.”

Because, if a 200k sell was huge, what was total buying of 39m+ within a few weeks of that date?

Surely, over 198 times larger than “huge” must be at least humongous?

Or maybe ginormous?

;-)

Anyway, I’ve got stuff to do, so take care, Paul. :)

Whilst I said I’d take a break from posting on LSE, after my last posts (29th Oct).

I went one step further, switched LSE off and haven’t even had a quick peek on here since.

So, apologies if I appeared to be ignoring any comments/questions from genuine posters.

However, rather than go back over old posts now, I’ll try to restrict my LSE chat still further.

As, two weeks away provided a much better ‘storm in a teacup’ perspective on things.

Clearly, I’ve wasted too much time engaging with @Troll, when I should know better:
- No honour – Makes bets in writing but refuses to pay up (to charity) after losing them.
- Hypocrite – Repeatedly ask other posters about their AML positions, without disclosing their own.
- Double standards – Wants other posters to answer questions but refuses to answer theirs in return.
- Self-praise – Quick to say they called everything right but won’t reply to a post showing they didn’t.
- Shameless – Claims to post facts, but posts Mercedes sell off rumours like a de-ramping “charlatan”.
- Etc.

"If it looks like a Troll, posts like a Troll, and reacts like a Troll, then it probably is a Troll."

Therefore, the filter will stay on this time and not replying/correcting isn’t the same as agreeing.

- - - - - - - - - -

Anyway, the AML SP has been on another rollercoaster ride since I was last here (102 >> 89 >> 158).

There was also some small comfort in the fact Stroll/Yew Tree have continued to build their holding.
(And that large ‘outsiders’ like Invesco & Greely haven’t sold significantly, subject to any RNS delays.)

Thankfully, I don’t need the money I have in AML any time soon, so I’ll continue to wait and see.

Good luck to anyone else in the same boat.

Cheers, Paul. :)

@advocate1973 – As promised…

Disclaimer:
The following is speculation, based on circumstantial evidence, which I obviously can’t prove.

But it looks like, after over two years / 2,500+ posts on AML, c2645sg blew their cover.

Because, on 23/09/22, c2645sg appears to have made a ‘schoolboy error’ on EZJ share chat.

When, eager to chastise EZJ posters, c2645sg forgot to log back into EZJ with their alternative LSE ID.
(Which appears to have covered EZJ and other airline stocks - @Toddjustin – Now banned/deleted.)

Words like “What's your average here Barso?” are very familiar to those of us on AML.

Similarly, “I told you this recession will be worse than anyone feared” follows a regular AML pattern.

But here’s the rub…

There is no record of c2645sg posting any recession warning on EZJ in 2022, or even 2021.

Now, it is possible that an EZJ warning was in a post that was subsequently deleted.

But 3 x EZJ posts in 63 minutes, with zero before (2 years) or since (month+) seems odd to me.

As we certainly all know that, on AML, c2645sg can be a one-person posting tsunami.
(I think their record was 46 x AML posts in a single day - 13/06/22.)

However, I must apologise to everyone else for ‘Feeding the Troll’, when I really should know better.

So, I will take another posting break from LSE for a while and simply filter c2645sg.

Cheers, Paul. :)

PS
Here are the EZJ posts in full:

13:50
“Cretinomics.
UK Interest rates will now be higher than anyone feared.
SONIA rates are now touching 5%.
I told you this recession will be worse than anyone feared.”

14:10
Quote: “Depression succession.
Unfortunately most people forget what it's like when everything contracts.
This market won't stop tanking until just about everyone has thrown in the towel. A long way to go.”

14:53
Quote: “A pessimist is a well read optimist.

Question - AML_007 – 28/10/22 – 17:33

“@c2645sg – Is there actually any point in even attempting to write a sensible reply to you?”

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Answer - c2645sg – 28/10/22 – 20:20

“What's your average AML007?”

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Conclusion – I’ll take that as a no then. { Roll Eyes }

@EG68 – Thanks for the link, their comparison of “cons” made me smile:

Aston - Dated Mercedes infotainment.

Porsche - Looks like a potato.

They seem to think that the 707 has set the standard for the new Urus Performante to beat.

Cheers,

Paul. :)

@c2645sg – Is there actually any point in even attempting to write a sensible reply to you?

As you seem to be simply trying to create yet another smoke screen to avoid answering any questions.

Or did you really not understand my simple explanation of why you still don’t know my average?
(The clue was topping up, but without providing any of the details needed to calculate an average.)

Nothing you quote about my previous purchases changes the fact my AML average dropped in 2022.

I’ve stated, more than once, that the current AML SP is “grim”, so no argument from me there.

Yet, you still refuse to admit any inaccuracy in the things you’ve posted on here, why is that?

So, what about your own AML 3 year / £30 SP plan?

Or your Mercedes sell off de-ramping?

Or your 2021 sales forecast of 5,666?

Or your maximum Valkyrie production calculation of 17 per year?

Etc.

@c2645sg – Why do you expect others to answer your questions, when you don’t answer theirs?

But, in the spirit of good will, and the sheer volume of times you have asked me the following:
- What is my average?
- Are you still holding?

I can confirm that I am still holding, and the current SP is lower than my average. #No****Sherlock
(But not even remotely by as much as you seem to think it is.)

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Now, in the spirit of good will, it must be your turn….

c2645sg – 10/10/22
Quote: “Before I started this BB was a ramptastic one way street.”

Interesting…

Let’s put your old post below into context, as a target AML SP of £1.50 = £30 post 20:1 consolidation.

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 wont be selling ANY of the considerable amount I have for at least 3 years or anything under £1.50.”

Therefore, for your post not to be considered “ramptastic”, there must have been a time on here when you told us that your strategy had changed and that you had sold your “considerable” holding in less than 3 years and for under £30?

When was that exactly?

Cheers, Paul. :)

PS
@advocate1973 – Sorry, I’ve got to go now, but will get back to you this evening/over the weekend.

@stille – I think you’ll find that whilst you welcomed @c2645sg to EZJ, there was no reply to you.

Also, why do you think @c2645sg has never replied to these threads?

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.asp?ShareTicker=AML&share=Aston-Martin-Lagonda&page=2&thread=16EB0448-6072-4769-97F8-D38F96A7BA54

c2645sg – 27/10/22
Quote: “AML007, huge is in context, light volume in AMl these days, 200k sell was huge.
Just like your losses on AML, your average was over £15.
HUGE!”

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@c2645sg – Has panto season started early?

“huge is in context”

Oh no it isn’t!

As your context wasn’t the light volume, it was your idle speculation about the Q3 results.

c2645sg – “Huge sells totalling 200k at the end of today, let's hope the results haven't leaked.”

Therefore, in the context of a Q3 results’ leak leading to huge sells, 200k/0.03% is not huge.

- - - - - - - - - -

“your average was over £15”

Oh no it wasn’t!

Whilst your perpetual trolling is mildly amusing, you simply do not know what my average is.

Or are you seriously claiming you translated this post into dates, numbers of shares and price paid?

AML_007 – 10/02/22
Quote: “@TinyPie – I’m also still here and topping up every now and then too (as funds allow).”

Without those key details, please show your workings for my average, or simply stop posting lies.

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Anyway, I know it is pointless asking this question…

But why do you care about other people’s AML holdings, when you are unwilling to share your own?

Especially as your own advice to @Ghini was to filter people who are not invested anymore.

Cheers, Paul. :)

PS
I’m also lovin’ the irony of you complaining about multi-IDs after your error on EZJ. { Roll Eyes }

@EG68 – Don’t you start with the “big buy” stuff as well! ;-)

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c2645sg – 24/10/22
Quote: “Huge sells totalling 200k at the end of today, let's hope the results haven't leaked.”

@c2645sg – Huge?

Really?

Defined as “Extremely large; enormous”?

200k shares is barely 0.03% of the total of 698m+ AML shares in circulation.

So, you are making a mountain out of a molehill.

Then you’ve linked some idle speculation to this non-existent ‘huge’ selling you are highlighting.

Hardly Pulitzer Prize winning journalism now, is it?

Ghini – 17/10/22
Quote: “Those buys were just his part of the RI, as know beforehand. He did not buy more after RI or anything like that, otherwise it would have to be disclosed.”

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@Ghini - Both Stroll/Yew Tree and PIF did buy more shares after taking up their RI entitlement.

Of the 31.7m RI shares ‘left over’ after the initial placing.
- Stroll/Yew Tree took an extra 4.8m
- PIF took an extra 14m

It was disclosed here:
https://www.lse.co.uk/rns/AML/rump-placing-announcement-bh7paws0g4uys8l.html

PIF shares:
- Placement = 23.2m
- RI = 93.1m
- Rump = 14.0m
Total = 130.4m / £192.4m

Cheers, Paul. :)

@erazzel – No, no, the BB’s not dead, its… its… restin’.

Remarkable BB.

The Norwegian Blue, isn't it?

Beautiful plumage.

;-)

c2645sg – 10/10/22
Quote: “… have sold up at a fat 50% loss and left the BB…AML007”

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@c2645sg – Are you really claiming to know what I did with my RI allocation?

You don’t even know what my RI entitlement was, let alone what I did/did not do with it.

So, what is your statement based on exactly?

As for not posting on the BB, I’ve said many times before that is it a waste of my time correcting you.

E.g. In the space of 24 hours, your numbers for YTD, Forecast & Target sales all changed.

c2645sg – 06/10/22 – 09:25
Quote: “H1 was 2675 sales, and that run rates looks similar in H2 so far. So roughly selling 5300 ish when it should be 6800 target for the year.”

c2645sg – 07/10/22 – 09:26
Quote: “H1 sales were c.2500, therefore full year is 5000 This would need an increase of 30% to meet full year targets of 6600.”

And that’s before pointing out that your previous pro-rating of sales didn’t really work, did it?

c2645sg – 23/11/21
Quote - “No, we are NOT on target to hit 6000 this year.
Projection this year of 5666 cars sold (based on 9 months figure of 4250).”

Whereas, the 2021 Actual was 6,178.

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Perhaps you’re a tad frustrated after blowing your cover last month, following a schoolboy error.
(Where over two years / 2,400 posts on here, were wasted in the space of 63 minutes elsewhere.)

Anyway, I’ve got an early morning run lined up tomorrow, so I’ll say goodnight.

Cheers, Paul. :)

c2645sg – 10/10/22
Quote: “All the rights issue rampers have sold up at a fat 50% loss and left the BB, standard.
Where are the rampers? Richard, AML007, Son of swiss?”

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@c2645sg - “U OK hun?”

Rampers?

[The Princess Bride]
“You keep using that word.
I do not think it means what you think it means.”
[/Inigo Montoya]

As it is a bit of a stretch to call any of the following RI ramping…

AML_007 - 06/09/22
- “As always, DYOR as to whether you think those numbers will be achieved.”
- “Obviously, the TERP starting point could be higher or lower”

AML_007 - 07/09/22
“Obviously, DYOR on what you think the actual TERP will end up at.”

AML_007 - 11/09/22
“Clearly the fact that AML’s MC is still significantly below the previous highs remains grim.
And the RI dilution will be 400%, so we will have to wait and see how that turns out (DYOR).”

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And certainly nothing I’ve posted about the RI comes close to your Mercedes sell off de-ramping.

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

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End of Part 1…

@TinyPie - Hopefully, we will also hear the results of the bonds tender on Monday.

As the deadline was 4pm yesterday.
https://www.lse.co.uk/rns/AML/tender-offer-for-portion-of-outstanding-notes-nozqohyi3ad0ox2.html

Cheers, Paul. :)