Member Info for AML_007

@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. :)

The old saying was:

"Win on Sunday. Sell on Monday."

Does this mean the new saying is:

"Podium on Sunday. Outperform the FTSE 250 on Monday." ?

Admittedly, it isn't very catchy is it?

;-)

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. :)

@TinyPie - Thanks for the video link, finally got around to watching it the other day.

That Victor really is something isn't it?

Cheers, Paul. :)

@NoahsArk - No worries. ;)

Looks like the SP is having a good day for all AML holders.
(Whether they choose to question everything or not.)

Cheers, Paul. :)

@NoahsArk - Ydych chi'n Gymraeg?

I lived/studied in the Valleys for 3 years in the early 80s.

My first year was spent in Abercynon.

Where I was the only Londoner in the village. ;)

Cheers, Paul. :)

@Jackwalker - It might be a good way to sell "upgrades" to your spec.

E.g. You could shown the standard interior, then add special stitching, etc.

Cheers, 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. :)

@TinyPie - Thanks for sharing, sounds like built to order to me.

Looking forward to tomorrow's results.

While reminding myself this is still just a stepping stone to the end target.

GLA, 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. :)

@TinyPie - I will be watching the highlights at some point.

As others have said, AML and F1 is no longer about "Win on Sunday, sell on Monday".

This is about brand awareness, marketing and customer hospitality opportunities (post Covid).

Cheers, Paul. :)

@TinyPie - Thanks for asking about the 'made to order' quote.

Which ties back to someone else's post about you can't make to order without a few demonstrators to start the ball rolling.

I also like the comment about some dealers advertising their demonstrators/curtesy cars as a way of generating interest.

Cheers, Paul. :)

@Richard365054 wrote:
“Each to their own however and for whatever reasons people have bought AML shares is entirely down to them. They don't need justification or approval by anyone else when it is their money.”

This is a very nice way of putting it.

I compare my investment in AML with the very low interest my (admittedly risk free) savings earn.

Other companies might be doing better, but I am not interested in them and that is also my choice.

Time will tell if I’ve made a good, or bad, decision here, but I don’t feel the need to panic at this stage.

I’m certainly not going to worry about things I have no control over what so ever.

As always, DYOR, as what works for me, may not work for you and that is OK too.

Cheers, Paul. :)

It’s been a hectic few weeks for me at work, including marking over one year working from home.

I guess no one knew quite how tough/strange/challenging 12+ months with Covid was going to be.

Thankfully, there are now more positive signs that a return to normal (ish) life is getting closer.
- I got my first vaccine jab last month, along with over 30 million others, very impressive.
- My local pub has built a HUGE tent in the garden for the return of outdoor drinking.

Finally, I set up a small SIPP last week as part of preparing for my 2020/21 Self-Assessment.
So, I now have a definite long-term hold in AML, to go with my flexible ‘normal’ AML shares.
(Set up when the shares were in the £19 range, but missed the brief dip into £18 range.)

Hope you are all keeping well and enjoying the long Bank Holiday weekend.

Take care, cheers, Paul. :)