The latest Investing Matters Podcast episode featuring Jeremy Skillington, CEO of Poolbeg Pharma has just been released. Listen here.
Question - AML_007 – 28/10/22 – 17:33
“@c2645sg – Is there actually any point in even attempting to write a sensible reply to you?”
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Answer - c2645sg – 28/10/22 – 20:20
“What's your average AML007?”
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Conclusion – I’ll take that as a no then. { Roll Eyes }
@EG68 – Thanks for the link, their comparison of “cons” made me smile:
Aston - Dated Mercedes infotainment.
Porsche - Looks like a potato.
They seem to think that the 707 has set the standard for the new Urus Performante to beat.
Cheers,
Paul. :)
@c2645sg – Is there actually any point in even attempting to write a sensible reply to you?
As you seem to be simply trying to create yet another smoke screen to avoid answering any questions.
Or did you really not understand my simple explanation of why you still don’t know my average?
(The clue was topping up, but without providing any of the details needed to calculate an average.)
Nothing you quote about my previous purchases changes the fact my AML average dropped in 2022.
I’ve stated, more than once, that the current AML SP is “grim”, so no argument from me there.
Yet, you still refuse to admit any inaccuracy in the things you’ve posted on here, why is that?
So, what about your own AML 3 year / £30 SP plan?
Or your Mercedes sell off de-ramping?
Or your 2021 sales forecast of 5,666?
Or your maximum Valkyrie production calculation of 17 per year?
Etc.
@c2645sg – Why do you expect others to answer your questions, when you don’t answer theirs?
But, in the spirit of good will, and the sheer volume of times you have asked me the following:
- What is my average?
- Are you still holding?
I can confirm that I am still holding, and the current SP is lower than my average. #No****Sherlock
(But not even remotely by as much as you seem to think it is.)
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Now, in the spirit of good will, it must be your turn….
c2645sg – 10/10/22
Quote: “Before I started this BB was a ramptastic one way street.”
Interesting…
Let’s put your old post below into context, as a target AML SP of £1.50 = £30 post 20:1 consolidation.
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 wont be selling ANY of the considerable amount I have for at least 3 years or anything under £1.50.”
Therefore, for your post not to be considered “ramptastic”, there must have been a time on here when you told us that your strategy had changed and that you had sold your “considerable” holding in less than 3 years and for under £30?
When was that exactly?
Cheers, Paul. :)
PS
@advocate1973 – Sorry, I’ve got to go now, but will get back to you this evening/over the weekend.
@stille – I think you’ll find that whilst you welcomed @c2645sg to EZJ, there was no reply to you.
Also, why do you think @c2645sg has never replied to these threads?
https://www.lse.co.uk/ShareChat.asp?ShareTicker=AML&share=Aston-Martin-Lagonda&thread=7030ADC9-ED1C-463C-8222-EC9802C5E340
https://www.lse.co.uk/ShareChat.asp?ShareTicker=AML&share=Aston-Martin-Lagonda&page=2&thread=16EB0448-6072-4769-97F8-D38F96A7BA54
c2645sg – 27/10/22
Quote: “AML007, huge is in context, light volume in AMl these days, 200k sell was huge.
Just like your losses on AML, your average was over £15.
HUGE!”
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@c2645sg – Has panto season started early?
“huge is in context”
Oh no it isn’t!
As your context wasn’t the light volume, it was your idle speculation about the Q3 results.
c2645sg – “Huge sells totalling 200k at the end of today, let's hope the results haven't leaked.”
Therefore, in the context of a Q3 results’ leak leading to huge sells, 200k/0.03% is not huge.
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“your average was over £15”
Oh no it wasn’t!
Whilst your perpetual trolling is mildly amusing, you simply do not know what my average is.
Or are you seriously claiming you translated this post into dates, numbers of shares and price paid?
AML_007 – 10/02/22
Quote: “@TinyPie – I’m also still here and topping up every now and then too (as funds allow).”
Without those key details, please show your workings for my average, or simply stop posting lies.
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Anyway, I know it is pointless asking this question…
But why do you care about other people’s AML holdings, when you are unwilling to share your own?
Especially as your own advice to @Ghini was to filter people who are not invested anymore.
Cheers, Paul. :)
PS
I’m also lovin’ the irony of you complaining about multi-IDs after your error on EZJ. { Roll Eyes }
@EG68 – Don’t you start with the “big buy” stuff as well! ;-)
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c2645sg – 24/10/22
Quote: “Huge sells totalling 200k at the end of today, let's hope the results haven't leaked.”
@c2645sg – Huge?
Really?
Defined as “Extremely large; enormous”?
200k shares is barely 0.03% of the total of 698m+ AML shares in circulation.
So, you are making a mountain out of a molehill.
Then you’ve linked some idle speculation to this non-existent ‘huge’ selling you are highlighting.
Hardly Pulitzer Prize winning journalism now, is it?
Ghini – 17/10/22
Quote: “Those buys were just his part of the RI, as know beforehand. He did not buy more after RI or anything like that, otherwise it would have to be disclosed.”
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@Ghini - Both Stroll/Yew Tree and PIF did buy more shares after taking up their RI entitlement.
Of the 31.7m RI shares ‘left over’ after the initial placing.
- Stroll/Yew Tree took an extra 4.8m
- PIF took an extra 14m
It was disclosed here:
https://www.lse.co.uk/rns/AML/rump-placing-announcement-bh7paws0g4uys8l.html
PIF shares:
- Placement = 23.2m
- RI = 93.1m
- Rump = 14.0m
Total = 130.4m / £192.4m
Cheers, Paul. :)
c2645sg – 10/10/22
Quote: “… have sold up at a fat 50% loss and left the BB…AML007”
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@c2645sg – Are you really claiming to know what I did with my RI allocation?
You don’t even know what my RI entitlement was, let alone what I did/did not do with it.
So, what is your statement based on exactly?
As for not posting on the BB, I’ve said many times before that is it a waste of my time correcting you.
E.g. In the space of 24 hours, your numbers for YTD, Forecast & Target sales all changed.
c2645sg – 06/10/22 – 09:25
Quote: “H1 was 2675 sales, and that run rates looks similar in H2 so far. So roughly selling 5300 ish when it should be 6800 target for the year.”
c2645sg – 07/10/22 – 09:26
Quote: “H1 sales were c.2500, therefore full year is 5000 This would need an increase of 30% to meet full year targets of 6600.”
And that’s before pointing out that your previous pro-rating of sales didn’t really work, did it?
c2645sg – 23/11/21
Quote - “No, we are NOT on target to hit 6000 this year.
Projection this year of 5666 cars sold (based on 9 months figure of 4250).”
Whereas, the 2021 Actual was 6,178.
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Perhaps you’re a tad frustrated after blowing your cover last month, following a schoolboy error.
(Where over two years / 2,400 posts on here, were wasted in the space of 63 minutes elsewhere.)
Anyway, I’ve got an early morning run lined up tomorrow, so I’ll say goodnight.
Cheers, Paul. :)
c2645sg – 10/10/22
Quote: “All the rights issue rampers have sold up at a fat 50% loss and left the BB, standard.
Where are the rampers? Richard, AML007, Son of swiss?”
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@c2645sg - “U OK hun?”
Rampers?
[The Princess Bride]
“You keep using that word.
I do not think it means what you think it means.”
[/Inigo Montoya]
As it is a bit of a stretch to call any of the following RI ramping…
AML_007 - 06/09/22
- “As always, DYOR as to whether you think those numbers will be achieved.”
- “Obviously, the TERP starting point could be higher or lower”
AML_007 - 07/09/22
“Obviously, DYOR on what you think the actual TERP will end up at.”
AML_007 - 11/09/22
“Clearly the fact that AML’s MC is still significantly below the previous highs remains grim.
And the RI dilution will be 400%, so we will have to wait and see how that turns out (DYOR).”
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And certainly nothing I’ve posted about the RI comes close to your Mercedes sell off de-ramping.
https://www.lse.co.uk/ShareChat.asp?ShareTicker=AML&share=Aston-Martin-Lagonda&thread=7030ADC9-ED1C-463C-8222-EC9802C5E340
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End of Part 1…
@TinyPie - Hopefully, we will also hear the results of the bonds tender on Monday.
As the deadline was 4pm yesterday.
https://www.lse.co.uk/rns/AML/tender-offer-for-portion-of-outstanding-notes-nozqohyi3ad0ox2.html
Cheers, Paul. :)
Despite AML’s rejection of their takeover bid, Geely have taken up 7.5% / 55m+ shares:
https://www.lse.co.uk/rns/AML/holdings-in-company-p1vkvkev15fauwk.html
@Poleaxe - I think all trading in, and therefore any possible shorting of, AMLN has ended.
As the RI shares themselves are due to go live tomorrow at 8am.
See the revised timetable, linked to the Queen's funeral Bank Holdiay.
https://www.lse.co.uk/rns/AML/rights-issue-offer-period-amended-azox0d3765nhy4q.html
Cheers, Paul. :)
@Ghini – At the Revival, it is actually the people in ‘normal’ clothes who look funny. ;-)
(Light blue racing overalls for me, in the 1960s style of Surtees, Clark, Hill, etc.)
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@Richard365054 – I was lucky enough to be a last-minute replacement for a free ticket.
(That also covered the March grandstand and ‘Club House’, plus Paddock Access.)
Unfortunately, that did mean an early start and late finish, with a lot of driving/traffic queues.
Well worth all the effort, with the added bonus of seeing Sir Jackie Stewart being interviewed.
(He was just a few feet away, when we just happened to be in the March marquee as he arrived.)
https://www.raceagainstdementia.com/
Last time I was at Goodwood it was as a volunteer.
Which is a great way to get the Revival experience without the cost and accommodation hassles.
(Separate campsite with shuttle service, so you can arrive on Thursday and leave on Monday.)
You pay the full ticket price in advance, but it is refunded at the end if you complete your work.
I did 3 x PM shifts which left me free in the mornings to have a good look around.
Cheers, Paul. :)
PS
Goodwood held a Ferrari 75th anniversary parade, so perhaps Aston Martin will get 110 years in 2023.
I was at Goodwood yesterday and visited the Aston Martin stand at the ‘Earls Court Motor Show’.
Aston Martin had three cars on display representing:
The Past – DB5
The Present – DBX 707
The Future – Valhalla
I must say the Valhalla does look very good when you see it in real life.
(Especially the whole rear end/diffuser set up.)
The other joy of the Revival is seeing the old cars both in the pits and on the track.
(My ears are still ringing from some of the racing pipes that were very LOUD!)
Cheers, Paul. :)
@wildtiger – The ‘new price’ is linked to the RI, so there isn’t an ‘old price’ comparison as such.
(Whereas you could talk about the old/new price pre/post the 20:1 consolidation.)
PIF bought over 23.2m shares @ 335p = £78m+.
They have committed to take all of their 93.1m RI shares @103p = £95m+
Giving them a total cost of £173m+ for 116m+ shares at an average cost of 149p.
Hope that helps.
Cheers, Paul. :)
@TescoTrader - £0.10 is the ‘nominal value’ of all AML shares.
(Including the ones that you already own, regardless of what you paid for them.)
There are 559m new RI shares being issued for £1.03, but with a nominal value of £0.10.
Hope that helps.
Cheers, Paul. :)
Obviously, the approaching Rights Issue may also have influenced Friday’s closing SP.
(Along with all the usual external factors at play at any given time.)
But, if my maths is correct, it does appear that the initial PIF investment has gone well.
(As despite an almost 20% dilution of shares, there was a small 5%+ rise in the SP.)
Close of business Thursday, 08/09/22
116,459,513 shares @ 456.7p
MC = £531.9m
RNS 7am Friday, 09/09/22
PIF’s 23,291,902 ‘Placing’ shares (@335p / £78m) to be added at 8am
https://www.lse.co.uk/rns/AML/admission-of-placing-shares-total-voting-rights-cm3620j23hwqr2y.html
Close of business Friday, 09/09/22
139,751,415 shares @ 482.8p
MC = £674.7m
Clearly the fact that AML’s MC is still significantly below the previous highs remains grim.
And the RI dilution will be 400%, so we will have to wait and see how that turns out (DYOR).
Cheers, Paul. :)