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Mukiwa – 12/11/25 – Quote: “C2645SG: Repeats dramatic, factually incorrect claims.”

@Mukiwa – The following is a text book example of an incorrect claim, repeatedly posted since Jan.22. < Roll Eyes >

c2645sg – 12/11/25 – Quote: “Aherm, I have been calling this down from £20”

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@Mukiwa – The sad thing is that @c2645sg knows full well their posting history doesn’t support this claim.

They also know I have quick links to multiple posts highlighting this fact, such as this one from Jul.22:

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

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Mukiwa – 12/11/25 – Quote: “C2645SG: Posts non-stop to dominate the board and drown out facts.”

@Mukiwa – Notice how many posts @c2645sg (& associated sock-puppets) made after I pointed out that their JPMorgan £1.7m per day ‘beware’ posts were mathematical nonsense. Another example of a factually incorrect claim made 13 times in a month.

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

#DejaVu

c2645sg – 05/11/25 – “Charge the F1 team £20-25m per year to use the Aston Martin name.”

[ Frozen ] “Let it go, let it go!” [ / Princess Elsa ]

@c2645sg – That ship has sailed, but, as you read AML’s accounts, you already know this, don’t you? < Roll Eyes >

Starts bottom of Page 138 of AML’s 2024 Annual Report:

“In early 2020, the Group entered into a sponsorship agreement, as amended in 2022, for a ten-year initial term under which the Racing Point Formula One® team was re-launched as the Aston Martin Cognizant Formula One® team with effect from the 2021 season, bringing an Aston Martin team back to the Formula One® grid for the first time since 1960. The agreement included a sponsorship arrangement effective from 2021 to 2025 with expenses commensurate with the Group’s previous annual Formula One® expenditure. In March 2023, the parties agreed to sponsorship fees for the period from 2026 to 2030. In August 2024, the parties agreed a further amendment to the sponsorship arrangements which extended the term from 2030 to 2045 and set the fees to be paid from 2030. From 2045, the sponsorship arrangements will be renewable at the Board’s discretion for additional ten year periods up to the end of 2060. The Group anticipates that this agreement will strengthen its brand presence without being associated with the direct costs of owning an Formula One® team. Under the agreement, the Group’s presence remains elevated via the chassis and the team name Aston Martin.”

https://www.astonmartin.com/-/media/corporate/documents/annual-reports/aston-martin_annual-report-24.pdf

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@c2645sg – So, why do you still go on about the AMF1 sponsorship (now signed until 2045), but never compare the value of the AMF1 deal with the similarly priced (“with expenses commensurate with the Group’s previous annual Formula One expenditure”) RedBullF1 deal? As per one of my many previous posts about this from 09/10/25 (between the lines below):

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c2645sg – 08/10/25 – "Instead of paying AML, AML is paying the private F1 team. Ludicrous.”

@c2645sg – More ludicrous than you ignoring what AML paid the private RedBull F1 team? Where, despite the £millions AML paid, that private F1 team’s car was mostly referred to as a RedBull, making the AMF1 deal appear better value.

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

PS

c2645sg – 05/11/25 – “This is why it should probably be a private company, most of the list above is UNACHIEVABLE as a listed company, whereas if it was private, all are achievable.”

@c2645sg – Can you explain, for all the neutrals (of course), which items on your list are unachievable (no need to SHOUT) if AML is a listed company and why they can only be achieved as a private company? Thanks.

HereKittyKitty – 29/10/25 – Quote: “Still trying to see where all this BEWARE BS is playing out today”

@HereKittyKitty – Rather than cover all @c2645sg’s scaremongering that didn’t come to pass, here are just a few...

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c2645sg - 20/09/25 - Quote: “Where is the Valhalla? I bet we don’t see any in 2025”

AML RNS – 29/10/25: “Valhalla deliveries commenced in October 2025 / The Group expects to deliver c.150 Valhallas in Q4 2025”

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c2645sg - 02/10/25: “Only a THIRD of Valhalla have secured sales with second deposit.”

RNS – 29/10/25: “with over 50% already ordered by customers”

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c2645sg - 06/10/25: "I presume that means 360m in H2 2025, so 590m total over 12 months which is around 1.7m per day. Sounds more like it.”

How many times did @c2645sg post the same cash flow / cash raise calculation based on a burn rate of £1.7m a day?

RNS – 29/10/25: Q3 2025 FCF = (£94m) or £1.02m per day avg. & YTD 2025 FCF = (£415m) or £1.52m per day.

Let’s see if @c2645sg’s total 2025 FCF forecast of £590m ‘sounds more like it’, which requires Q4 2025 to be (£175m).

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c2645sg - 29/10/25: “Remember Q4 has the 2nd debt interest payment of £75m due, so Q4 will be worse than Q3.”

RNS – 29/10/25: “the Group expects free cash outflow to improve sequentially in Q4 2025”

Which is exactly what the JPMorgan forecast that @c2645sg kept quoting actually predicts...

c2645sg - 06/10/25 – "JPMorgan, Aston Martin’s joint house broker, forecasts £360mn of cash burn in 2025”

DYOR, but for comparison, even after paying the 2024 Q4 interest, 2024 Q4 FCF was positive £2m, or £0.02m a day.

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c2645sg - 29/10/25: “What's the brand value if it goes into liquidation and you lose all your equity?”

c2645sg - 13/10/22: “Priced for its 8th bankruptcy now.”

c2645sg - 30/07/25: “Stroll private takeover at 25p on the cards now.”

So, AML is still going 3 years after @c2645sg first cried “Wolf!” and no sign of a private takeover at 25p either. < Roll Eyes >

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As always, no such nonsense and so little time to cover it all.

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

C2645sg – 22/10/25 – Quote: “I told you all this months ago...”

[Panto] “Oh no you didn’t!” [/Panto].

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Investing.com - “Moody’s forecasts Aston Martin will burn more than £400 million of cash in 2025”

c2645sg - 06/10/25 – "JPMorgan, Aston Martin’s joint house broker, forecasts £360mn of cash burn in 2025 and a further £230mn in the first half of 2026." I presume that means 360m in H2 2025, so 590m total over 12 months which is around 1.7m per day. Sounds more like it.”

So, what you actually told us was that AML would burn a total of £590m in 2025, not £400m+.

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Investing.com - “Aston Martin will likely need to raise additional liquidity in early 2026”

c2645sg - 10/07/25 - “AML raised £125m on 9th May. They are burning through a minimum of £1.25m per day... That's a MAXIMUM of 100 days. We're on day 62 already. Not long until the next cash raise.”

So, what you actually told us was that AML would raise cash in 2025, not 2026.

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Investing.com - “Aston Martin will burn more than £400 million of cash in 2025, following cash consumption exceeding £300 million in the first half of the year.”

AML RNS - 06/10/25 - “...does expect free cash flow generation to improve sequentially in Q4 2025”

c2645sg - 06/10/25 - “£110m raised a few weeks ago and currently burning through 1.75m per day, that's 62 days.”

So, in line with AML’s updated 2025 guidance, Moody’s forecasts a reduction in AML’s cash burn in H2 2025, compared to H1 (£100m+ vs £300m+). Yet you still base your H2 cash burn calculations on either the H1 £1.75m a day rate, or your overall 2025 “sounds more like it” £1.7m per day rate, calculated as £590m/365 (rounded up).

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Investing.com - “Aston Martin will likely need to raise additional liquidity...either through new debt or equity issuance.”

AML_007 - 16/10/25 – "From Nov.24 to Sep.25, AML have raised £381.75m, split £162.5m from the major shareholders (Yew Tree, PIF/Lucid, Geely & Mercedes), £110m private debt, £110m F1 stake sale & £1.25m from retail/private shareholders. So, what makes you think they can’t raise more cash in the future?”

So, Moody’s agrees with me that AML still have options when it comes to raising additional liquidity.

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

#StrawClutchingAgain

c2645sg – 15/10/25 – "And how do you think they will raise there cash next time around?”

@c2645sg – I’ve covered this multiple times before, yet you seem perpetually surprised that AML are able to raise cash:

AML_007 – 04/10/24 – “I just wanted to calmly point out that AML have used four different methods to raise cash recently (Private Debt, key investors, unequal CR & a RI) and each one would impact PIs differently… Without doubt, the risks to PIs depends on the method of raising cash.”

@c2645sg - From Nov.24 to Sep.25, AML have raised £381.75m, split £162.5m from the major shareholders (Yew Tree, PIF/Lucid, Geely & Mercedes), £110m private debt, £110m F1 stake sale & £1.25m from retail/private shareholders. So, what makes you think they can’t raise more cash in the future? And your whole ‘Stroll will be forced to bid for the whole company’ scaremongering nonsense has been covered multiple times before too (see my 19/09/25 post - #Confused.com):

https://www.lse.co.uk/ShareChat.html?ShareTicker=AML&share=Aston-Martin-Lagonda&thread=F3C29BBA-C0A6-4852-AED1-81B4652B0493

@c2645sg – For someone who claimed they ‘worked in the city’, you do appear to get a lot of this stuff wrong. E.g. After repeatedly being told that refinancing simply means replacing one debt with another, you still posted complete nonsense / false information (take your pick) to the tune of £1,150,000,000! Which is a lot of zeros, excluding the zero dilution. ;-)

c2645sg – 21/02/24 - “AML have said themselves there will be a fulsome refinancing… Cash raise or debt for equity swap. No other way… tons of dilution coming your way…”

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#MoreComedyGold

c2645sg – 15/10/25 – "when I have shown my workings on it”

@c2645sg – Well, the cash flow workings you posted in Jul.25 weren’t exactly accurate, were they? ;-)

– 10/07/25 – “AML raised £125m on 9th May. They are burning through a minimum of £1.25m per day... That's a MAXIMUM of 100 days. We're on day 62 already. Not long until the next cash raise.”

– 29/07/25 – “They raised £125m in cash, and are burning through 1.25m per day, so that cash is pretty much gone. It was raised on the 9th May, and at that rate, only lasts 100 days. 100 days are just about up.”

@c2645sg – The fact is AML only raised £52.5m in May (75m shares @ 70p), which, by your workings, should have run out 42 days after 09/05/25. So, why wasn’t there a cash raise in June, months before your August cash raise prediction (which also never came to pass)? But now, despite your poor cash flow prediction history, we should all believe your latest workings?

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

#NeverNotFunny

c2645sg – 15/10/25 – "It's none of your business.”

@c2645sg – Hilarious hypocrisy, never disclosing your shareholdings, but demanding to know the detail of everyone else’s!

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#CherryPickingAgain

c2645sg – 15/10/25 – "I just showed one of thousands of posts saying aml was overvalued at 20 quid. Paul claimed there were none. Case closed.”

@c2645sg – More nonsense, as I included your ‘hit the fan’ post in the linked thread to expose the holes in your story. Where after that post, you also said: “I am an unhappy shareholder. The share price has dropped from £23 to £16 this year”; “We should all put limit orders in for £11.25 and £10.75. Who's game?”; “I'd probably sell up if Moers leaves.” So, the ‘open’ case is you can’t claim to have called the AML SP all the way down if you also claimed to be an AML shareholder, & encouraged others to buy AML, long after the £20+ SP peak in 2021, can you? #Simples

https://www.lse.co.uk/ShareChat.html?ShareTicker=AML&share=Aston-Martin-Lagonda&thread=D6DD6646-F7EA-4766-8FCC-7BFD09633064

c2645sg – 08/10/25 – "...all the other charlatans are selling in the silence”

If you are not a charlatan (your words, not mine), why can’t you provide a link to your “I’m selling my AML shares” posts?

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#OnceMoreWithFeeling

c2645sg – 15/10/25 – "Whats your average Paul?”

@c2645sg – Why ask the same question, if you don’t read the answers?

AML_007 – 05/05/25 – “...my AML average for the shares bought between Aug.20 and Jun.23, that I still hold, is £0 (zero)!”

https://www.lse.co.uk/ShareChat.html?ShareTicker=AML&share=Aston-Martin-Lagonda&thread=595B7AA7-9A5A-4A67-82AC-3FAF9D71335B

@c2645sg – I even provided more details about my AML holding than you ever did:

AML_007 – 13/03/25 – “This resulted my holding having an approximate share allocation of 5% over £15, 20% under £15 (excluding RI) and 75% at £1.03!”

@c2645sg – I’ve also addressed your favourite “faith” quote on multiple occasions, as, unlike you, my story hasn’t changed:

AML_007 – 12/08/24 - “Without a doubt, there was a time when I was seriously underwater with AML, which I’ve never denied. The thing is, and this is the key part that you perpetually fail to understand, at the time I sold AML shares in 2023, the shares I sold were worth more than I’d paid for all my AML shares, which is known as making a profit.”

@c2645sg – If you don’t believe what I did was possible, why do you keep refusing to point out any mathematical errors in my AML averages calculations in this thread? (Where the ‘proof’ is the simple fact that all of these trades are a matter of public record.)

https://www.lse.co.uk/ShareChat.html?ShareTicker=AML&share=Aston-Martin-Lagonda&thread=9FBFFE45-270E-49F7-B2E1-34BD119991A4

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TheAnswerIsNo – 08/10/25 – Quote: “C26 was correctly all the while. Why did people not listening???”

@c2645sg – Still using your (busted) Sock-Puppet to sing your own praises? Oh dear. < Rolls Eyes >

- - -

c2645sg – 08/10/25 – "Anyone want a side bet on how many Valhallas will be sold in 2025?”

c2645sg – 24/01/22 – “I have a photographic memory, I NEVER forget.”

@c2645sg – So, how did you forget that, just a few weeks ago, you bet the answer will be zero?

c2645sg – 20/09/25 - “Where is the Valhalla? I bet we don’t see any in 2025”

- - -

c2645sg – 08/10/25 – "Someone ask 'Paul-passive-aggressive-no-mates aml007' if he wants to put his money (for charity) where his humungous piehole is? Probably the only thing he'll do for charity this year....”

c2645sg – 01/11/22 - “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 – So, you have the weaker argument (& know it)? Also, how have you forgotten your multiple bets on here, which you then spectacularly failed to honour when you lost? Why didn’t you pay what you owed to charity? (£1,500 to Great Ormond Street Hospital & £1,000 to DEC Ukraine fund.)

Oh, and given all the filtered boxes you claim to see, how would you even know if ‘someone’ asked & I answered? ;-)

c2645sg – 15/03/25 – “I do love this site, the more green boxes I see the more I post.”

- - -

c2645sg – 08/10/25 – "Instead of paying AML, AML is paying the private F1 team. Ludicrous.”

@c2645sg – More ludicrous than you ignoring what AML paid the private RedBull F1 team? Where, despite the £millions AML paid, that private F1 team’s car was mostly referred to as a RedBull, making the AMF1 deal appear better value.

- - -

c2645sg – 08/10/25 – "You should be confronting him at the AGM. Oh yeah, it's online only, handy that huh?”

@c2645sg – You can submit questions at an online AGM provided you are either an AML Shareholder or a Financial Institution employee. So, which one were you, when you submitted your AGM questions? ;-)

c2645sg – 30/07/25 – “My questions are never aired during the AGMs either”

- - -

c2645sg – 08/10/25 – " all the other charlatans are selling in the silence”

@c2645sg – Which, unless you are still holding your £19.10 shares, is exactly what you did, wasn’t it? #DoubleStandards

As you’ve never made a single “I’m selling” post since you bought those AML shares in Jun.21, have you?

Whereas, I’ve shared the link to one of my selling posts on here, multiple times before:

https://www.lse.co.uk/ShareChat.html?ShareTicker=AML&share=Aston-Martin-Lagonda&thread=885E3598-4A26-4BF6-9860-E999C3B91EFA

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

TheAnswerIsNo – 06/10/25 – “Has anyone seen Paul today? No....”

@c2645sg – Oh dear, you know I don’t post very day & that your pitiful sock-puppet was busted by your own sloppy mistakes:

https://www.lse.co.uk/ShareChat.html?ShareTicker=AML&share=Aston-Martin-Lagonda&thread=9C0C5259-0E41-4761-BB88-F0306A9BED25

You even quoted the same wrong £125m figure. < Roll Eyes >

https://lh3.googleusercontent.com/pw/AP1GczMDlNOIrSUy9edBz246PdvQ8YB3gQR0fZDGIIbQRfrVJjpvQXmEONdS9MZ4l9ftOqamXH2FNPA786XQvNBcnwSNWW2RkAECZMQXjBQsV2jhKvbx1ttGA9pSz8N2Pi2CuC-xTixM5XH_dtdjzUtWGjmjFA=w1072-h700-s-no-gm?authuser=0

- - -

Anyway, no matter how bad yesterday’s RNS was, at least it was better than some of your AML predictions. ;-)

c2645sg – 06/10/25 – “£110m raised a few weeks ago and currently burning through 1.75m per day, that's 62 days.”

@c2645sg – You repeatedly said the F1 cash would have already run out by August, after including it in your May figures:

– 10/07/25 – “AML raised £125m on 9th May. They are burning through a minimum of £1.25m per day... That's a MAXIMUM of 100 days. We're on day 62 already. Not long until the next cash raise.”

– 29/07/25 – “They raised £125m in cash, and are burning through 1.25m per day, so that cash is pretty much gone. It was raised on the 9th May, and at that rate, only lasts 100 days. 100 days are just about up.”

#Fact: AML only raised only £52.5m, 75m shares @ 70p, on 9th May, not £125m, as the F1 sale was not completed until Q3.

- - -

c2645sg – 26/08/25 - “Get used to 4000 car sales per year”

RNS – 06/10/25 – “The Group now expects total wholesale volumes in FY 2025 to decline by mid-to-high single digit percentage compared to the prior year (FY 2024: 6,030)”

#Fact: 6,030 – 9% (max single digit %) = 5,487, not 4,000.

- - -

c2645sg – 20/09/25 - “Where is the Valhalla? I bet we don’t see any in 2025”

RNS – 06/10/25 – “the Group expects to reduce the number of Valhalla wholesales in Q4 2025 to c. 150.”

#Fact: c.150 is not zero.

- - -

c2645sg – 26/09/25 - “...the cost of making them dwarfs the cost of selling them.”

RNS – 06/10/25 – “does expect free cash flow generation to improve sequentially in Q4 2025... This will be driven by consistent contribution from Valhalla deliveries”

#Fact: Free cash flow contribution from Valhalla = A sale price greater than cost of production.

- - -

c2645sg – “AML are in a real pickle now, because Stroll can't buy any more shares without bidding for the company outright.”

@c2645sg – You “used to work in the city”, but don’t understand the difference between Stroll having to make a bid & PIF/Lucid, Geely & Mercedes having to sell? Really? Perhaps my last post on this thread is simple enough for you to understand. ;-)

https://www.lse.co.uk/ShareChat.html?ShareTicker=AML&share=Aston-Martin-Lagonda&thread=F3C29BBA-C0A6-485

#HypocrisyRidesAgain

c2645sg – 02/10/25 - Quotes: “Share a link to 2/3 Valhalla being sold, Lucky. Prove it.”

“Lucky2022: Share a link to 2/3 Valhalla being sold! We need proof. Or did you just make it up? Prove it!”

@c2645sg – Why doesn’t your high ‘prove it’ standards apply to your own claims abouts the Valhalla?

c2645sg – 26/09/25 - Quote: “...the cost of making them dwarfs the cost of selling them.”

So, how does it go... Share a link to Valhalla production costs. We need proof. Or did you just make it up? Prove it! ;-)

- - - - -

c2645sg – 02/10/25 – Quote: “Only a THIRD of Valhalla have secured sales with second deposit.”

@c2645sg – Talk about clutching at straws in a desperate attempt to see a glass half empty. < Roll Eyes >

Why didn’t you put your ‘fact’ into its context, or include the sentence that followed that statement in the 2025 H1 transcript?

Adrian Hallmark: “In terms of the order book for Valhalla, it's a moving beast. The net position between Q1 and Q2 is that we have more orders for Valhalla. I said the end of 2026 as a general statement, and it's still about the end of 2026. What we've not seen yet because people are holding off until they've seen the car physically and driven the car, we've not seen the next spike in orders. We're largely covered for 2026. And if you walk in today to order a Valhalla, it would be late in quarter four that you get the build slot, in some markets even at quarter one in 2027. So, we're still plus or minus in the same space. We haven't seen massive cancellations. We've seen some as a result of the tariff situation and general economic environment, but the net position is still better than it was in Q1. And I'm confident, following Goodwood, Monaco and the events that we've done and all the activities we've coming for the rest of this year including drive events, from September through to November in Europe and America, once people get into the car, we'll see another acceleration of orders on the vehicle. To put it in context, just overall, one third of Valhalla is already secured with second deposits. We're in a good state.”

https://www.astonmartin.com/-/media/corporate-new/documents/h1-results-2025/aston-martin-lagonda-h1-2025-results-transcript.pdf?rev=d076b37827e247e6bd8b7052db770ffd

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So much nonsense, so little time.

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

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