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C2645sg – 01/04/25 – Quote: “And if stroll owns all the bonds he is the sole creditor. So he can do whatever he wants. And he will.”

@c2645sg – Based on the logic you laid out for us in your quote below, where is your evidence that Stroll owns all the bonds and is the sole creditor?

c2645sg – 14/12/22 - Quote: “When you state things then fail to provide evidence, you lose all credibility… That which can be asserted without evidence, can be dismissed without evidence.”

Note – I’m not saying he doesn’t, but if you can’t prove it, this is just more idle speculation, isn’t it?

Even IF he did, your supplementary logic makes even less sense. As it stands, the bond holders have no claim on AML until either the bonds fall due in 2029 and AML are unable to pay them back / refinance them, or AML default on any bond interest payments due between now and then. (DYOR)

Which is not the same as you stating that Stroll could have bought AML outright on 31/03/25, is it?

In addition, IF the bond holders were looking to claim AML at a point where they defaulted on their interest payments, why would Stroll provide additional cash now to help cover the bond interest due?

Different day, same nonsense.

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

C2645sg – 31/03/25 – Quote: “Thor, tell us how any of the other shareholders are going to stop Stroll taking this private at any price he wants? … Yewtree own 33% and should be made to conduct a share offer for the rest of the company but are asking for a waiver not to. Why? They know they will get it cheaper than today's price, otherwise they would have bought the entire company today.”

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@c2645sg – Stroll/Yew Tree could NOT have bought the entire company, UNLESS the other major shareholders wanted to sell their shares at yesterday’s prices. We have covered these rules before…

The mandatory offer rule triggered by a holding reaching 30% (which Stroll is asking for a waiver for) only allows a “Squeeze-out of the minority”, i.e. the last 10% of shareholders who do not want to sell, if 90% of the remaining shares are willing to accept the offer, excluding the Stroll/Yew Tree shares.

So, today, using rough numbers: Total AML shares in circulation = 936m.

Stroll/Yew Tree = 259m

Therefore, remaining shares = 677m

For Stroll to buy the company “today”, 90% of those 677m shares must accept the offer (609m)

Which gives an effective veto to anyone with more than 10% of the 677m = 68m shares

Any one of PIF/Lucid (168m), Geely (142m) or Mercedes (76m) have enough shares to veto any sale.

So, that is how the other shareholders are going to stop Stroll taking this private at ANY price.

More details here: https://www.cliffordchance.com/content/dam/cliffordchance/PDF/takeover_guide.pdf

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c2645sg – 31/03/25 – Quote: “Picccioto has a serious number of shares, I'd guess more than Stroll, between them they have the voting rights sewn up.”

@c2645sg – Why guess, when you can simply look it up in the 2024 Annual Accounts?

https://www.astonmartin.com/-/media/corporate/documents/annual-reports/aston-martin_annual-report-24.pdf?rev=4c35f018af9f42438a52dedebacc42ab

P141 - de Picciotto/St.James = 8,000,000 shares.

P146 – Stroll = 17,541,762 shares (as total 259m, less 139m Ernesto Bertarelli, less 101m Yew Tree)

Stroll + de Picciotto = 25m shares = Less than 3%

Stroll + de Picciotto + Bertarelli + Yew Tree = Less than 29%

Note - The 33% figure you are quoting is after the proposed investment.

Either way, a holding of less than 51% does not have “the voting rights sewn up”, does it?

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c2645sg – 05/03/25 - Quote: “Either a fanboy, financially illiterate, or a paid poster. No-one could be this dumb.”

@c2645sg – Based on your guidance above, does your claims that Stroll could have “bought the entire company today” or “they have the voting rights sewn up” fall into the category of someone who is financially illiterate or a paid poster? As, in your own words, no-one could be this dumb, right? ;-)

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As always, so much nonsense and so little time to deal with even a small fraction of i

#MoreComedyGold

c2645sg – 15/03/25 – Quote: “I do love this site, the more green boxes I see the more I post. Someone is obviously triggered, and the bonus is I can’t hear anything they are saying! Bingo!”

@c2645sg - “triggered”

@Inigo Montoya - “You keep using that word. I do not think it means what you think it means.”

So, you are now saying that despite the fact you have no idea what other people are writing on here, you suddenly feel the need to post more on LSE Chat every time you see a green filtered box?

Which sounds like you are the one who is a text book definition of ‘obviously triggered’. < Roll Eyes >

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@c2645sg – Perhaps if might be a good idea if you started listening to some of your own advice:

c2645sg – 21/02/25 – Quote: “You don't own any AML shares and don't plan to, but are on here stating the obvious to complete strangers? Sounds like you need to get out more.”

c2645sg – 06/07/23 – Quote: “The more someone posts on here, the more desperate they are.”

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c2645sg – 15/03/25 – “My trades are no-one else's business, and I don't punt them or ramp any share to influence others.”

[Panto] “Oh yes you do!” [/Panto]

As you both shared your AML purchases and ramped AML to influence others with your £30 SP target (£1.50 post the 20:1 consolidation in Dec.20).

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 won’t be selling ANY of the considerable amount I have for at least 3 years or anything under £1.50.”

The only thing you didn’t do was post on here when you were selling your AML shares. Why was that?

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TheAnswerIsNo - 15/03/25 – Quote: “C26 called it correctly for long time.”

@c2645sg – Are you really going to continue this pitiful charade of using a sock puppet to (falsely) claim how great you are? It must be frustrating to have spent so much time and effort on this fake ID, only to blow your cover with a simple copy & paste error, but, still, at least have a small drop of self-pride. ;-)

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

Countach – 12/03/25 – “you are the idiot that bought at over £19”

@Countach – Oi! I also resemble part of that remark! ;-)

As I too bought AML shares at high prices. However, whilst I missed the chance to sell at the initial 2021 peaks, thankfully, I was in a position to keep averaging down, before being able to go “all in” on the Sep.22 4:1 RI. This resulted my holding having an approximate share allocation of 5% over £15, 20% under £15 (excluding RI) and 75% at £1.03! Which, as per the Averages link in my last post, meant I could sell AML shares in the Jul.23 SP peaks for a profit. For me, it was those £1.03 shares that made it work.

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c2645sg – 12/03/25 – “AML need 2bn for electrification, where is that going to come from? You guessed it, cash raises.”

@c2645sg – Did you even bother to read AML’s 2024 report? < Roll Eyes >

https://www.lse.co.uk/rns/AML/preliminary-results-year-ended-31-december-2024-41xusxl335n87jw.html

AML Quote – “Expect to invest: c. £2bn over FY 2023-2027 in long-term growth and transition to electrification”

So, it is not £2bn in the future, it is approx. £400m a year, for 5 years, which started back in 2023.

AML’s annual report also said: 2024 – “Broadly flat capital expenditure of £401m” / “FY 2023 : £397m” / 2025 Outlook – “Capital investment in new product developments and technology access fees to support our growth strategy is expected to be c. £400m.”

So, AML have already spent £0.8bn of the £2bn & expect to cover the next £0.4bn from operational income, which means they ‘only’ need to find £0.8bn in 2026 & 27 to reach that £2bn target (DYOR).

Now you can certainly debate how much of the £0.8bn spent to date has been via CRs or extra debt.

But to say ‘AML need 2bn for electrification’ is, in your own words, either a bare face lie, evidence of someone who is financially illiterate, or the work of a paid poster. Which is it? ;-)

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Different day, same nonsense. Have a good day everyone. Cheers, Paul. :)

C2645sg – 11/03/25 – “I have been bearish here for years, you obviously don't understand sarcasm. You think someone who has called AML perfectly all the way down is still invested and losing money? Hahahaha. You think I would hold on to my £19 shares and post 4200 negative messages all the way down? You're mental, literally psychological projection at its finest.”

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@c2645sg - “mental”

@Inigo Montoya - “You keep using that word. I do not think it means what you think it means.”

Because you are now calling people mental for thinking you would hold on to your £19 shares…

c2645sg – 11/03/25 – “You think I would hold on to my £19 shares…? You're mental…”

Whereas, before, you were calling people mental for saying you actually bought £19 shares.

c2645sg – 26/11/24 - “Invested at £19, are you mental? … So dumb it hurts.”

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@c2645sg - “sarcasm”

@Inigo Montoya - “You keep using that word. I do not think it means what you think it means.”

c2645sg Quotes:

11/06/21 –“Nice, hit my limit order of 1910. Keeping some in reserve in case it goes lower.”

19/07/21 - “I am down a fair chunk today”

04/11/21 - “This jump is the best chance to get out now before the shizzle hits the fan.”

18/11/21 - “I am an unhappy shareholder. The share price has dropped from £23 to £16 this year”

17/12/21 - “We should all put limit orders in for £11.25 and £10.75. Who's game? If enough people did it, we'd pretty much secure that price.”

So, you cherry pick one post about getting out, while ignoring your other posts about being down / an unhappy shareholder / encouraging AML buys. Please explain how your posts count as sarcasm?

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@c2645sg - “called AML perfectly”

[Panto] “Oh no you didn’t!” [/Panto]

There is a big difference between what you actually wrote vs. what you constantly claim you wrote:

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

Also, when AML went on its biggest Bull run in recent history, a 345% increase in the SP from 89p in Nov.22 to £3.96 in Jul.23, resulting in AML’s highest MCap in the Stroll era (£2.9bn), this was your call…

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

Hardly calling AML perfectly. Especially, as that run gave people like me a chance to get out of a hole & sell shares for a profit in 2023, rather than at a loss in 2022 if we followed your ‘going bust’ advice.

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

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So much nonsense, so little time. Have a good day everyone, cheers, Paul. :)

C2645sg – 04/03/25 – Quote: “Is ANYONE still holding or buying?”

@c2645sg – Let’s ignore the obvious fact that all AML’s 936m+ shares are held by ‘SOMEONE’.

Instead, let’s just ask just how many AML shares do you think have been sold recently?

Volume Daily – 26/02/25 = 16.76m biggest day last month = less than 2% of AML shares in circulation.

Volume Monthly – Feb.25 = 71.36m whole of last month = less than 8% of AML shares in circulation.

https://www.londonstockexchange.com/stock/AML/aston-martin-lagonda-global-holdings-plc/trade-recap

Therefore, the evidence suggests the vast majority of AML shareholders held, not sold, recently.

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c2645sg – 01/03/25 – Quote: “Wasting 100m in payments to his F1 team over 5 years.”

Just for sheer variety, could you at least just once compare the cost of the public AML sponsoring the private AMF1 team with the cost of AML sponsoring the private RedBull F1 team? Then present a reasonably balanced view about whether the AMF1 sponsorship is better value than the RedBull one.

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c2645sg – 05/03/25 – Quote: “Stroll lied to shareholders bare faced, he should face the consequences.” / “Either a fanboy, financially illiterate, or a paid poster. No-one could be this dumb.”

c2645sg – 04/03/25 – Quote: “Debt for equity swap, any takers?”

@c2645sg – Have you forgotten what you wrongly claimed the 2024 £1bn+ refinancing would be?

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…”

So, was your post above a bare face lie, evidence of someone who is financially illiterate, or the work of a paid poster? On the assumption that, in your own words, no one could be this dumb. ;-)

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#IronyStrikesAgain

c2645sg – 27/02/25 – Quote: “If only people could stick to fundamentals, and keep the swearing to themselves that would be great. No need for it, it doesn't achieve anything.”

c2645sg – 04/03/25 – Quote: “Liberty, kiss my @ss!”

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As always, no much nonsense, so little time. Have a good day everyone, cheers, Paul. :)

C2645sg – 26/02/25 – Quote: “Almost £400m cash outflow for 2024. That's £1.1m per day, for all those who doubted me. Do the math…”

@c2645sg - What you actually said (on multiple occasions) was that AML were burning through £1m+ a day since the cash raised in Nov.24, which isn’t the same as a 2024 average burn rate, is it?

c2645sg – 16/01/25 - Quote: “Cash raise coming soon people. AML raised 200m in November and most of that is toast, burning through 1.5m per day. Grim result in Feb and a cash raise coming.”

c2645sg – 11/02/25 - Quote: “Burning through over a million per day, the 210m raised in November will not last long. 75m interest payment in q4 alone has taken a massive dent out of it.”

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@c2645sg – Can you provide any evidence from the 2024 results to support your claims that the £200m+ raised in Nov.24 is “toast”, or that Q4 interest took “a massive dent out of it”?

As the 2024 results confirmed AML’s ‘Free Cash Outflows’ reduced quarter by quarter in 2024.

2024 Q1 FCF = Negative £190m = £2.1m a day

2024 Q2 FCF = Negative £122m = £1.3m a day

2024 Q3 FCF = Negative £81m = £0.9m a day

2024 Q4 FCF = Positive £2m = £0.02m a day (after paying Q4 interest)

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#MoreComedyGold

c2645sg – 26/02/25 – Quote: “25% tariffs huh? AML's biggest market. Watch the share price tumble when this is announced..... "Donald Trump has threatened to slap 25% tariffs on the European Union claiming the 27-country bloc was “formed to screw the United States”.

So, a UK company, not in the EU, will be impacted by USA import tariffs on EU goods? < Roll Eyes >

https://european-union.europa.eu/easy-read_en

Note - Trump may impose US tariffs on UK cars, but that isn’t what you/your link said it is? ;-)

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As always, so much nonsense, so little time. Have a good day everyone, cheers, Paul. :)

PS - @astonbroomes – I also sold AML for a profit back in Jul.23. It sounds like you missed the best popcorn moment on here for years, when @c2645sg copied & paste one of their posts, while logged in as @TheAnswerIsNo! Oh, how we laughed. Despite this, they are still convinced that no one knows that when TAIN writes “C26 right again”, it is @c2645sg singing their own praises. Quite pitiful really.

@TheAnswerIsNo & @c2645sg – Closing the stable door after the horse has bolted? < Roll Eyes >

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Posting facts? - Either you didn’t understand the facts about AML’s £1bn+ refinancing, or you deliberately posted multiple false claims about that £1bn+ refinancing, which was it?

c2645sg – “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…”

https://www.lse.co.uk/rns/AML/successful-pricing-of-194163115-billion-refinancing-d5vum9klhftyumb.htmlXXX

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Discredit things you say? – Do you really believe your multiple posts of meaningless financial cash flow calculations (which ignored revenue, among other things) had any credibility at all?

c2645sg - “£382m liquidity - customer deposits of £188m = £194m cash left @ June 2024. H2 CAPEX (350m for the year / 2 for H2) is £175m, and bond debt interest payment is circa £60m (due in Q4). That’s £235m of outflow in H2 £235m outflow > £194m inflow imvho. So they are £40m short, minimum.”

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Worst investment in history? - You can’t even admit you were invested in AML! As you either lied in Nov.24 when you said you were NOT invested at £19, or you lied in 2021 when you said you WERE investing at £19 (followed by being “down” when the price dropped more)? Which is it?

c2645sg – 26/11/24 – Quote: “Invested at £19, are you mental? … So dumb it hurts.”

c2645sg – 11/06/21 – Quotes:

09:17 – “Even I topped up over £22, but quickly sold again when I realised what was going on.”

11:11 - “Doyezee, I saved myself 13% by selling.”

13:12 - “Nice, hit my limit order of 1910. Keeping some in reserve in case it goes lower.”

c2645sg – 19/07/21 - Quote – “I am down a fair chunk today”

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

PS - @The.Crowman – Why do you keep saying things like “you must respect the fact he has been on the money here since forever”? Was @c2645sg really “on the money” in the examples above? Or what about all the other 2024 examples I gave you before, at the end of this thread? Were they all on the money?

https://www.lse.co.uk/ShareChat.html?ShareTicker=AML&share=Aston-Martin-Lagonda&thread=70F15D92-B7C6-4B89-A620-6202E7A4F163

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