Member Info for AML_007

@Ishi99 – Porsche have also gone down the synthetic fuel (eFuel) road.

If available at scale, it would certainly prolong the live of the ICE.

Here are a couple of old links to ‘Top Trump’ cards to illustrate what bragging rights are all about.

https://www.hrowen.life/h-r-owens-ultimate-supercar-top-trumps/

https://www.toynk.com/products/sports-cars-top-trumps-card-game#6580549845114-1

The new DBX 707 will clearly score well compared to other luxury performance SUVs.

@Son_of_Swiss – Invesco’s additional 6m share purchases, brings their total to over 12m.

Which certainly put my small holding into context.

Another customer car:

https://www.thesupercarblog.com/hyper-red-aston-martin-valkyrie-is-the-second-customer-car/

Plus, Lego are releasing a set of Aston Martin Valkyrie AMR Pro and Vantage GT3 models:

https://www.lego.com/en-gb/product/aston-martin-valkyrie-amr-pro-and-aston-martin-vantage-gt3-76910

And just so Karenable doesn’t feel left out. ;-)

https://www.lego.com/en-gb/product/1970-ferrari-512-m-76906

@Davved1984 - That Autotrader story doesn't have a date on it, but it is very old.

As the Rapide E was cancelled in 2020.

https://www.autocar.co.uk/car-news/new-cars/aston-martin-shelves-production-plans-rapide-e-electric-saloon

I saw that Miami apartment story the other day, 'free'* Vulcans for the penthouses.

Cheers, Paul. :)

PS
* Obviously, free in this case means included in the price of the apartment. ;-)

@TinyPie - Hope all is well.

Not sure if you'd seen this:
https://www.thedrive.com/new-cars/43758/heres-every-model-aston-martin-currently-makes-ranked

Cheers, Paul. :)

@TinyPie – In the time that has passed since that interview, Stroll has the latest news on:
- Q4 sales
- Cash flow
- Valkyrie deliveries
- V12 Vantage deposits
- Court case
- Staff pensions dispute
- Etc.

Therefore, the large (insider) buy ins last week should be seen in the context of AML’s future.

Even if the 2021 results are not as good as hoped, I think the overall direction is positive.
(But, as always, DYOR.)

So, after some small topping up last week, I plan to sit back now and wait to see how things unfold.

Which also means attempting to taking a break from posting on here for a while as well.

I hope you and the other AML LTH have a Merry Christmas and a Happy 2022!

Cheers, Paul. :)

@carpymick – I’d prepared this post about the DBX a while back, but didn’t get around to posting it…

DBX V8 production started in Jul.20 (post Covid, post Stroll takeover and post Moers’s quality drive).

The V6 hybrid version for China went into production in Nov.21, less than 18 months later.

In addition to the engine, it “also comes with a Mercedes-AMG sourced electronic slip differential”.

Plus, the “high performance” DBX is also due to be launched next year too.

So, in less than 3 years from the initial DBX launch there will be hybrid & performance versions.
(Although, at 180mph, the ‘standard’ DBX could hardly be called slow.)

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If we compare the DBX with the Porsche Cayenne, which was launched in 2003.

Like AML, Porsche’s big brother (VW) supplied a V6 engine to compliment the original V8 version.

The diesel version of the Cayenne was launched in 2009.

The hybrid version was launched in 2010, five years after Porsche first said it was developing one.

Even allowing for emerging hybrid tech, this puts the DBX hybrid development into some perspective.
(And there were no issues with Covid getting in the way of things for Porsche.)

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We can also compare the DBX with the Lamborghini Urus.

The Lamborghini’s engine, a modified Audi V8, also came from the same big brother (VW group).

It also shares the same chassis/platform as the Q7, Bentayga, Cayenne & Touareg.

The Urus was launched in 2018 and the first hybrid version is due in 2023.

The cost of developing their own EV tech (£1.3bn) also puts the AML/Mercedes deal in perspective.

https://www.forbes.com/sites/palashghosh/2021/05/18/lamborghini-to-spend-18-billion-to-develop-electric-vehicle-by-2030-joining-other-luxury-automakers-going-green/

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Whilst Ferrari are currently building their Purosangue SUV without a big brother.

Fiat played that big brother role for over 40 years, from 1969, making Ferrari the company it is today.

Big car groups like BMW, VW & Stellantis all have historic luxury car brands in their stables.
(Rolls Royce, Bentley, Lamborghini, Maserati, Bugatti, etc.)

So, it is easy to see why Mercedes would like to be associated with AML (DYOR).

Cheers, Paul. :)

My first meeting of the day finished early, so I’ll play…

Quote - ”I also noted yesterday a QUANGO has advised vehicles such as the current AML range are phased out by 2027.”

@Usefulness - What QUANGO was that then?

While noting that QUANGO advise is not the same as Government policy, which is here:

https://www.gov.uk/government/publications/transitioning-to-zero-emission-cars-and-vans-2035-delivery-plan

And restated recently at COP26:

https://www.gov.uk/government/publications/cop26-declaration-zero-emission-cars-and-vans/cop26-declaration-on-accelerating-the-transition-to-100-zero-emission-cars-and-vans

If you really want some bedtime reading, knock yourself out:

https://www.gov.uk/government/consultations/consulting-on-ending-the-sale-of-new-petrol-diesel-and-hybrid-cars-and-vans/outcome/ending-the-sale-of-new-petrol-diesel-and-hybrid-cars-and-vans-government-response

Davffed1984 – 13/12/21 – 16:09
Quote – “Designed to aim at the bottom of the pile (includes myself).”

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@Davffed1984 – My small AML shareholding puts me at the bottom of that pile too.

But, despite the falling SP, over 99% of the 116m AML shares in circulation were held yesterday.

So, is anything being said on here actually changing the minds of Stroll (and his associates)?

Even Picciotto is holding, despite his 200k+ shares currently being worth £1m+ less on paper.

Frankly, I have got other stuff IRL to worry about, so I’m happy to play the waiting game with AML.
(DYOR)

And I don’t think adding ‘Aunt May’ to the filtered list is going to worry me either. ;-)

Cheers, Paul. :)

Quote – “I could easily see Mercedes scooping this company up at a discount price.”

@Doit2morrow – Wasn’t there something about Stroll protecting AML against hostile takeovers?

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Also, can anyone confirm that the number of shares sold last week is in the hundreds of thousands?
(The free part of this site lists the number of shares sold on Friday as just over 174k.)

If so, this still represents a small percentage of the total of over 116m Ordinary AML Shares.

Stroll & his associates are certainly not dumping their AML shares, which run into tens of millions.

DYOR, but I liked @Jjtrader’s previous suggestion that AML need to be in profit before the Mercedes board would approve a full takeover.

Unfortunately, I’ve got a packed day of domestic/Christmas/real work chores to do today.
(Especially, as I’d like to watch the F1 live for a change, rather than the highlights show.)

Have a good one, Paul. :)

@carpymick – Finally saw it last night and the Victor is a serious piece of kit.

But, it it was mine, there is no way would I let Paddy McGuinness (or the TG stunt driver) drive it!

Cheers, Paul. :)

Doit2morrow – 29/11/21 – 21:28

Quote: “If people didn’t bite so easily you wouldn’t get an audience.”

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@Doit2morrow – Sorry, I’m guilty as charged. { Roll Eyes }

Curiosity got the better of me on a day when the whole first page of posts on here were filtered.

So, I unfiltered some posters and, as it has turned out, I wasn’t actually missing much. ;-)

At least this time, my attempts to highlight the consistent inconsistencies were not deleted.

My favourite piece of non-fact reporting was the Wordpress “Press Release”.

Honestly, there really is no such thing as an anonymous press release.
(Which is why LSE kept deleting the link, no matter how many times they posted it.)

The press may print stuff from an anonymous source, but they know who that is.

If this is a real company, with a real story, did this press release result in a story in the press?

Or did none of the UK press touch it with a barge pole?

@c2645sg defence was [Quote]“Why would anyone make this up?”[/Quote]

Why does anyone make things up on the internet?

I once had an email claiming vast riches await me in a Nigerian bank account, was that true? ;-)

But, I will try harder not to feed the troll going forward.

Cheers, Paul. :)

@carpymick – Your interpretation of the deal also matches the wording of the RNS on 27/10/20:

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Extract from ‘Financial terms of the Strategic Cooperation Agreement’:

“In consideration for the technology and critical intellectual property that Mercedes-Benz AG will make available to Aston Martin, Aston Martin proposes to issue new ordinary shares to Mercedes-Benz AG (the "Consideration Shares"), with a maximum value of up to approximately £286 million (at a price equivalent to approximately 62.317p per new ordinary share, being the "Mercedes-Benz AG Entry Price")

No later than by early 2022, Aston Martin expects to issue further Consideration Shares to Mercedes-Benz AG, reflecting the value of the second technology basket received at that time, which will be mainly focused on battery electric vehicle technology. Aston Martin may continue to receive access to additional technology throughout 2022, in return for issuing additional Consideration Shares to Mercedes-Benz AG, until the total value of all Consideration Shares issued reaches £286 million.

If the ordinary share trading price on the date any further Consideration Shares (beyond the first issue) are issued is below the Mercedes-Benz AG Entry Price, Aston Martin will be required to compensate Mercedes-Benz AG for the difference between the two prices by making a further cash payment (on a per share basis).”

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Compensating for the difference is definitely not providing 100% cash instead of shares.

Cheers, Paul. :)

c2645sg – 26/11/21 – 10:57
Quote: “My shareholding is none of your business AML007, that's why I ignore your question.”

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@c2645sg – Fair enough.

However, if that is the case, why is my AML shareholding any of your business?

You actively went through my posting history, in an attempt to catch me out, didn’t you?

If I shouldn’t point out inconsistencies in your posts, why do you do this all the time on here?

Actually, don’t bother to answer these questions.

Instead, let’s agree you can do what you want with your money & I can do what I want with mine.

And if you don’t need to answer my questions, I certainly don’t need to answer any of yours.

#Filtered

@c2645sg - Today you write "They will get rinsed.", meaning AML shareholders.

Yet last week you said you were an "unhappy shareholder" and talked about "us" and "we.

I am not actually saying the share price will go up am I?

I am asking you, as an AML shareholder, whether you think the SP will go above £15 again.

If the answer is no, they the question of why you are holding AML remains unanswered.

D'Oh!

choose, not choice

@c2645sg – How have I lost money trying to win an argument?

Or are you saying the AML SP will never rise above £15.21 every again?

My faith is based on all the positive facts included in that link.

You know the facts you carefully choice to ignore.
(E.g. Always mention job losses at St Athan, but never the hiring of over 300 engineers.)

Anyway, how can you see my posts, but not any of my questions?

Is it “because it suits you not to have to answer the difficult questions I have”?

Either you don’t hold AML shares, which would make you a liar.

Or all the facts you post are not your true view on the future of AML.
(Which would just make you economical with the truth.)

Twas always thus, and always thus will be.

PS
Back in May 21, I wasn't expecting to reach 2 years of WFH in Mar.22 either.
But that is the grim work anniversary I am currently heading towards.

I actual went to a leaving bash in central London last night.
First time I'd seen my work mates in real life in over 20 months!

Latest variant in Africa shows that Covid is still in play today.
Which, for me at least, puts the AML turnaround in context.

The AML SP is now below my overall average holding price of £15.21.
(Still higher than my 2020 average, but lower than my 2021 average.)

Back in May 21, I thought a £15 SP would break my faith in Stroll, Moers, etc.

But today, six months later, my faith is still there and not deterred by the current £14 SP.

The other day, @Vorlich001 posted this link:

https://amsc-prod-cd.azureedge.net/-/media/corporate/documents/results-centre/2021---results-centre/presentation---gaydon-investor-site-tour.pdf?rev=f85c847d0a3040eba175e68d741ece0d

I like the AML strategy and it confirms my original decision to remain a LTH (DYOR).

Clearly, I have not lost any money from my AML shares at this point, as I haven’t sold.

Just like I didn’t make any money when the SP was £22 and I also didn’t sell.

Could I have made more money by selling at £22 and buying back at £14?

Again, clearly, yes, but if I was that good, I’d be doing this for a living! ;-)

Am I making the right call?

Who knows?

But the good news is that it is my money and I can do what I like with it.

Cheers, Paul. :)