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Quote - “I'm looking to get back in with a lower price”
@livestock – Can I ask why you want to get back into AML now?
Given that you could have got back in for 89p as recently as Nov.22.
What makes buying AML now, around the £2 mark, a better bet than sub £1 a few months ago?
Cheers, Paul. :)
@livestock – As others have already said, not according to this list:
https://www.lse.co.uk/ShareBrokerTips.asp?shareprice=AML&share=Aston-Martin-Lagonda
Barclays Targets:
10/11/22 – 175.00
08/02/23 – 200.00
17/04/23 – 250.00
Cheers, Paul. :)
PS
@TinyPie2 – Not sure why your link was *****’d out, but this might work…
https://1lo.co/u784i
@NoahsArk – With the green boxes, I’m not sure why the tread has switched to Welsh?
And it might be a bit early in the morning to start belting out ‘Yma o Hyd’
https://www.youtube.com/watch?v=llkwpwdk2ro
But the chorus also works for the AML LTH on here.
Ry'n ni yma o hyd
Ry'n ni yma o hyd
Er gwaetha pawb a phopeth
Er gwaetha pawb a phopeth
Er gwaetha pawb a phopeth
Ry'n ni yma o hyd
{Wink}
Anyway, I’m supposed to be doing something else, go have got to go, cheers, Paul. :)
BBC Sport article on Alsonso’s influence on AMF1:
https://www.bbc.co.uk/sport/formula1/65200473
Enjoy the long weekend. Happy Easter!
Cheers, Paul. :)
Davffed1984 – 04/04/23 - Quote - “Not hard to look through my account…”
- - - - - - - - - - - - - - - - -
@Davffed1984 – Funny, it is not too hard to look through my account either.
However, despite that, @Troll never seems to find my posts highlighting his trolling. {Roll Eyes}
Obviously, the sheer volume of their posts provides the best cover for their errors and false claims.
I’ve no idea what they have been posting recently, but do have a separate collection of gems…
@Troll – 18/02/22 – “Just wait til the Valkyrie recall hits the press.”
Well, over a year later, and, as Diana Ross once sang, “I’m still waiting”. ;-)
Given notification of a recall is a legal requirement, why isn’t the Valkyrie not on this list?
https://www.check-vehicle-recalls.service.gov.uk/recall-type/vehicle/make/ASTON%20MARTIN/model
Because there was no recall and therefore it was never going to hit the press?
#MoreFakeNews
Have a good day, cheers, Paul. :)
@NoahsArk & @Son_of_Swiss – My apologies, all those 3 IDs are still filtered for me.
So, I’ll just have to guess…
AMF1 was worthy of comment on here when it was performing badly, as this showed:
- What a waste of money AML’s sponsorship of AMF1 was.
- How Stroll Sr picking Stroll Jr was a disgrace, as Jr can’t drive.
- How Stroll knows nothing about cars and should have stuck to selling T-shirts.
- Etc.
However, no one should mention AMF1 on here now that:
- Stroll’s F1 team plan appears to be working.
- Stroll Jr can drive (even when injured) after all.
- AML’s sponsorship of AMF1 appears to be an absolute bargain.
- Stroll’s master plan for AML might actually come good after all.
Does that sound about right? ;-)
- - - - - - - - - -
Obviously, AML & AMF1 are two separate legal entities, as we have stated on here many times.
However, as also stated on here before, their destinies are entwined with Stroll at the helm of both.
Remember AMF1 were the only team to launch their 2022 car with three of their sponsor’s cars.
(No equivalent road cars for the Ferrari, Mercedes, McLaren, Alpine or Alpha Romeo F1 teams.)
https://media.evo.co.uk/image/private/s--AOh1PQDW--/f_auto,t_content-image-full-desktop@1/v1651655780/evo/2022/05/Aston_Martin_AMR22_03_holxvo.jpg
Have a good day, cheers, Paul. :)
@Son_of_Swiss – I pulled together the quotes below at the time, haven’t posted them before.
But it is interesting to look back to the Summer of 2022 and see who said what about AMF1…
- - - - - - - - - -
Sebastian Vettel (Four-time F1 world champion) – 28/07/22
“Although our results have not been as good as we had hoped, it is very clear to me that everything is being put together that a team needs to race at the very highest level for years to come.”
https://www.bbc.co.uk/sport/formula1/62330316
Fernando Alonso (Two-time F1 world champion) – 01/08/22
Aston Martin is clearly applying the energy and commitment to win and it is therefore one of the most exciting teams in F1 today. No-one in F1 today is demonstrating a greater vision and absolute commitment to winning, and that makes it a really exciting opportunity for me. I want to be part of an organisation that is committed to learn, develop and succeed. We all appreciate that there is much to be done to get to the front, and that we must apply all our energies in working together to find performance.”
https://www.bbc.co.uk/sport/formula1/62376428
Max Verstappen (Two-time F1 world champion) – 26/08/22
"I think Aston Martin is still a team which wants to come to the front. They're hiring a lot of people. So I can understand for Fernando to go there and try to build that up to maybe another level. It is exciting. So I can understand."
https://www.autosport.com/f1/news/verstappen-can-understand-alonsos-aston-martin-f1-gamble/10357985/
Alternatively…
@Troll (Anonymous person on AML Share Chat) – 24/07/22
Quote - “Destroys a perfectly good F1 team”
Which suggests that multiple F1 World Champions know more about F1 than @Troll.
Who knew? ;-)
Now if Stroll Sr could just deliver on the similar ambitious promises that he made for AML…
Cheers, Paul. :)
@Daviddavid - I haven't seen a split between the Coupe and the Pro.
(Total of 150 x Coupes + 40 x Pros.)
But the total is 90 for 2021 (10) + 2022 (80), with 100 (Coupes + Pros) left.
(Ignoring Q1 2023, but Q4 2022 was 36.)
The first of the 85 x Spiders are due to be delivered in H2 2023.
Hope that helps, cheers, Paul. :)
@TinyPie2 – I mentioned AML’s improved position in the FTSE 250 the other day.
(Up from a danger of being related in Aug.22 into the top half of the 250 in 2023.)
Turns out, even with the current £2 (ish) SP, AML is one of the FTSE 250s best performers in Q1 2023.
https://www.fool.co.uk/2023/03/27/ftse-250-stocks-winners-and-losers-in-q1-2023/
Note – I’m not ignoring the negative 12-month figure, just confirming recent improvements.
Cheers, Paul. :)
@TinyPie2 – Clearly all comparisons are relative and the SP was 89p just a few months ago.
So, I think it is safe to say that the SP has improved significantly from that low point.
Similarly, in Aug.22, talk on here was about AML getting relegated from the FTSE 250.
(SP was around £4, pre-RI and the MC was around £500m, putting it in the bottom 5.)
Even with Friday’s £2.12 SP, AML’s MC is now £1.48bn and is in the top half of the 250.
So, you can also say AML’s performance is also improving compared to other companies too.
Clearly, £3 is better than £2, so today is below where AML was a few weeks ago.
But, I’m not sure what use a SP trend on @Quickdip’s 5-year chart is today?
As the £19 IPO SP gave a £4.3bn MC, which would be matched today with a £6.20 SP.
(228m shares at IPO vs. 698m shares today.)
Cheers, Paul. :)
TheDuke2 – Quote - “You also never mention that the bond rating has been upgraded last year from CCC to CCC+ with a chance to go to B or better - bringing the risk premium down.”
@TheDuke2 – In addition to your point above, PIF is now AML’s “new anchor shareholder”.
Which holds the possibility (DYOR) that PIF could provide an alternative source of funding.
Their $20bn speculative bid for F1 highlights that they have a LOT of money to play with.
Cheers, Paul. :)
@advocate1973 – In addition to PIF’s 130m shares, Invesco have 72m, Mercedes 68m and Geely 53m.
Perhaps they are all making a terrible mistake (DYOR), but I’ll keep holding for a while longer.
Unfortunately, pointing out where @Troll has been a troll makes no difference at all. {Roll Eyes}
And, with a record of 45 posts in a single day, they have more time to throw at this than we do.
(There has definitely been a marked increase in my green filtered boxes recently.)
Given @Troll’s rather unhealthy obsession with my AML holding, I stopped posting details on here.
Instead, I wrote things like this:
“I’m also still here and topping up every now and then too (as funds allow).”
A 100% truthful statement that deliberately didn’t include two things:
- Total number of shares I bought.
- The price I paid for each of those shares.
I also didn’t post what I did, or did not do, about the RI.
Therefore, any @Troll claim to know what my AML average is today is clearly a bare faced lie. #Fact
Have a good weekend, Paul. :)
@Gkerr – Apologies for the delay in replying…
“Just” hitting the LTIP starting point of a £10 SP before Jun.24 would be worth a drink. ;-)
Thankfully, there is a very BIG difference between what the CEO needs and what I need.
Cheers, Paul. :)
@Vorlich001 - Hopefully this link will bring up page numbered 133:
https://amsc-prod-cd.azureedge.net/-/media/corporate/documents/annual-reports/aston_martin_annual_report_2022.pdf?rev=6a462584d1c54890a85a324a2663c3d7&hash=9A3C425CE6101D99D4249E882AA19A4F
The key point is that the £18 SP target was set in Jun.22, before the 4:1 RI.
As per this note on P134:
“While the recent capital raise has impacted the share price, no adjustments have been made to the targets.”
For reference:
Pre-RI – 114m shares @ Feb.21 SP peaks of £22 = Market Cap of £2.5bn.
Post-RI – 698m shares & matching Market Cap of £2.5bn = SP of £3.62.
The recent post-RI SP highs of £3.00 gave a MC of £2.1bn.
(Which would be around £18 SP pre-RI.)
So 698m shares @ £18 SP post-RI gives a £12.6bn Market Cap target.
Which is a HUGE carrot, but I would say it is on the end of a VERY LONG stick. ;-)
Cheers, Paul. :)
One advantage of watching the highlights this morning was it had the final stewards’ decision.
How much did Aston Martin pay to sponsor a car that everyone called a Red Bull?
Compared to that, I’d say the current AML deal with AMF1 is a bargain.
Example of the links in practise here:
https://www.arabnews.com/node/2269756/motorsport
Have a good day, cheers, Paul. :)
@Son_of_Swiss – Thanks for the article on Jeff Slack, that was an interesting read.
Did you see this video of Alonso trashing a DBX 707 around the track?
(OK, the script is a bit cheesy, but the car looks very impressive for such a big unit.)
https://www.youtube.com/watch?v=4kLN3s0EZTw
Have a good weekend, Paul. :)
PS
I will be trying to avoid the F1 result until I can watch the highlights early on Monday morning.
[ Which for older readers sounds like a “Whatever Happened To The Likely Lads” episode. ;-) ]
@Son_of_Swiss – I’m sticking with the filter, but can’t imagine they posted anything crasser that this:
(Made at a time when it was already clear there would be significant civilian casualties.)
@Troll – 03/03/22 - Quote – “Putin will take Ukraine with ease and will not stop there, why would he when he can just walk right in and claim them.”
One year on, Putin hasn’t taken Ukraine and, given HUGE Russian losses, it hasn’t been easy either.
Guess their predictions for world events are as inaccurate as their 2022 AML sales forecasts. ;-)
- Valkyries 17 vs 80, GT/Sports “stop buying” vs 3,104 & total sales 5,000 vs 6,412.
(All old quotes taken before filter was applied last year.)
So, let them huff & puff as, quite frankly, who cares what they say?
"If it looks like a Troll, posts like a Troll, and reacts like a Troll, then it probably is a Troll."
Have a good day, cheers, Paul. :)
It is almost three months since I made this statement on this thread…
18/12/22 - “I think the AML SP rollercoaster may be with us for a while longer.”
Which seems like a good excuse to revisit these numbers…
Michael de Picciotto & associates:
26/08/22 - Before the RI their £8.73m invested in AML was worth £2.75m, down almost £6m. {Eek!}
Sep.22 – RI & Rump – Added another £5.4m into their AML pot, with a few more top ups after this.
Closed 2022 with a total of 6,486,541 shares, which cost £14,919,497, giving an average of £2.30.
07/03/23 – AML SP briefly breaks £3 and their 6.4m shares were worth £19.4m, up £4.5m/30%.
You could argue their original faith in AML was mis-placed, when they were in a £6m hole.
However, despite finding themselves £4.5m up just over six months later they held, rather than sold.
At close of play today, with an SP of £2.63, they are still up £2m+.
Which illustrates the leverage the 4:1 RI has on averages regardless of earlier SP peaks over £20.
Did I mention DYOR? ;-)
Cheers, Paul. :)