Member Info for AML_007

@advocate1973 – Apologies for the delay in replying to your request, my wife’s niece & her 2 young kids are staying with us this week, so it has been a little hectic around here to say the least!

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c2645sg – 29/04/24 – Quote: “Let's keep it professional/on point and stop the conspiracy theories and name calling, it's not a good look…”

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c2645sg – Quotes:

01/02/22 – “You think suing Swiss guys under Swiss law about a deal that is in writing from previous management is going to be won? Haha. Brilliant.”

06/04/22 - “Nebula funded the Valkyrie, Valhalla and Vanquish, as AML couldn't afford it. So Nebula stumped up the cash and were due royalties in return for their investment. Stroll probably didn't know this when he bought AML, and when he found out he spat the dummy and ripped up the contract, and sued Nebula, trying to bankrupt them so they could not claim the money they are owed.”

10/10/22 – “It's looking like going to zero. Losing court case could take 20% off the price.”

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#Fact: “Tribunal determining that the arrangements with Nebula Project AG were validly terminated”

Which suggests that @c2645sg is the one who needs to stop the conspiracy theories. < Roll Eyes>

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@advocate1973 - Are you suggesting that @c2645sg isn’t being 100% truthful when they claim they are merely trying to save one group of people on the internet, who they haven’t met, from another group of people on the internet, who they also haven’t met (the so called rampers), having picked AML out as the one share, from the FTSE 250, that is most in need of their help and guidance via this Share Chat? ;-)

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

@TheDuke2, @Son_of_Swiss & @advocate1973 – Given how many years this has been dragging on, it really is a great piece of news that not only has it finally be resolved, but resolved in AML’s favour.

The other bit of good news missed in the H1 ‘noise’ was Adrian Hallmark starting on 01/09/24. It will be interesting to see what he will bring to AML over the next few years.

Cheers, Paul. :)

Once again, Panto season appears to have come early. ;-)

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c2645sg – 24/07/24 - Quote: “Anyone saying they are more favourable terms are downright lying.”

[Panto] ‘Oh no they’re not! [/Panto]

For someone who told us they had a photographic memory and never forgets, you do seem to have completely forgotten the definitions of re-financing on “better terms” that you used in Feb.24.

c2645sg – 29/02/24 - Quote: “No way AML can refinance on better terms than when the rates were almost zero, when still making hundreds of millions in losses, sales declining etc.”

Oct.20 – AML $1.09bn loan @ 10.5% - Bank of England Base Rate = 0.1%

Mar.24 – AML $0.96bn loan @ 10.0% - Bank of England Base Rate = 5.25%

“better terms” = BoE base rate increased over 5,000%, but AML bond rate reduced by 5%.

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c2645sg – 24/07/24 - Quote: “I said £79m left with £170m credit line for end of Q2 (June).”

[Panto] ‘Oh no you didn’t! [/Panto]

What you actually said, on multiple occasions, from May24 onwards, was a variation of this:

c2645sg – Quote: “229 (cash left) - 150 Q2 (cash burn for Q2) = 79 million. That is not enough to cover all liabilities. Cash raise. incoming. Driven.”

It was your “not enough to cover all liabilities” part that was misleading. It is only recently that you added the part about the credit line, which is available to cover liabilities and makes your original point about not enough cash to cover liabilities meaningless. Also, your “Cash raise.incoming” tag line was false too.

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c2645sg – 24/07/24 - Quote: “99% of the DBX 707 is the same, only the interior really changed.”

@c2645sg – So, after years of complaining about how poor the DBX infotainment system was, you now appear to be complaining about the fact AML have changed/improved the very thing you were previously complaining about? #PerpetualUnhappiness

Funny how you never mention that the Ferrari Purosangue doesn’t even have a SatNav and customers have to plug in their phone to find where they are going. < Roll Eyes >

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

PS

c2645sg – 24/07/24 – Quote: “Shame you are not very good at predicting share prices though.”

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

#Irony

“Just once for Becky” ;-)

@c2645sg - Thanks for the laugh, that was well worth the price of admission.

As I’ve never seen a Troll drop their thin veneer of credibility more spectacularly in a single post.

Going from idle speculation to complete fantasy about what I did (and why) takes some doing.

It is almost as if you wanted to completely change the subject from me highlighting all your incorrect posts in 2024 about 2023 annual sales, 2023 profit warnings, fulsome refinancing, refinancing on better terms, AGM resolutions, cash raises. Surely not? < Roll Eyes >

Anyway, I’m off for an early morning run with a smile on my face, cheers, Paul. :)

OK, I’ll bite again...

c2645sg – 20/07/24 – Quote: “Nursing huge losses, be careful who you listen to foilks...

[Panto] ‘Oh no I’m not! [/Panto]

@c2645sg – You have no idea what my AML average was/is, because you don’t know how many shares I bought in 2022, or what I paid for them. All you have is idle speculation. #Fact

If you really don’t understand how averages work, trying reading this:

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

Then tell us what share purchases had the biggest influence on Picciotto’s average?

- Was it the 2% of his 6.99m shares bought for around £18 in 2021?

- Or was it the 83% of his 6.99m shares bought for an average of £1.06 in 2022?

Obviously, if you do understand averages, are you just a Troll by highlighting one part of the story, whilst ignoring the more significant leveraging impact of 2022?

As for my 2021 quotes being a warning about who to listen to, you really don’t get irony do you? As the list of your 2024 posts that were wrong/not worth listening to, already includes:

- 2023 annual sales forecast of 6,160 sales – Actual sales of 6,620.

- 8 x 2023 Profit Warnings – No profit warning issued.

- Fulsome refinancing means cash raise or debt for equity swap - No it didn’t.

- No way AML can refinance on better terms – Yes, they could.

- 2024 AGM Resolutions mean Stroll taking AML Private - Same resolutions in 2021, 2022 & 2023.

- Cash raise within 4 months/before 05/07/24 – Wrong again.

“Be careful who you listen to foilks...” < Roll Eyes >

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@Vorlich001 – Nice post. < Thumbs Up >

Everyone knows AML have been on a rocky road to get to this point.

However, if you can’t find anything positive in that line up, you can’t be looking very hard. ;-)

Anyway, no more from me for a few days, have a good one, cheers, Paul. :)

OK, I’ll bite. ..

TheAnswerIsNo – 19/07/24 – Quote: “Son of cloth = Advocloth = AML Paul = lots of other people's. Be careful giving them listening Haha!”

[Panto] ‘Oh no I’m not! [/Panto]

I only have one user ID, this one.

Whereas, you still haven’t explained how you were able to post in perfect English one day, compared to the gibberish you usually write the rest of the time…

TheAnswerIsNo – 08/03/23 – Quote: “Essentially 80% of the cash AML raised has already been vaporized. It’s a spectacular financial accomplishment and they really should name the next model the “Vanish”.”

The @TheAnswerIsNo doth protest too much about multi-IDs, methinks.

Be careful giving them listening. < Roll Eyes >

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c2645sg – 18/07/24 – Quote: “When AML run out of money, they tap the credit card. Simple.”

@c2645sg – If it is so simple, why did you ignore this when posting your multiple ‘warnings’?

Quote: “Therefore £79m left in X weeks, not enough to cover all liabilities”

As @HereKittyKitty said, AML already told us they had a “70% increase in new Revolving Credit Facility to £170m from existing lenders”.

Which means your multiple scaremongering posts should have read something more like this:

In X weeks AML will have to use their ‘credit card’ to cover their liabilities, as they will only have £79m left in cash. At least they were smart enough to increase their credit limit before this happened.

But, of course, what would be the point of repeatedly telling us that AML can cover their liabilities? ;-)

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Have a good weekend everyone, catch up again after H1 results, cheers, Paul. :)

@Son_of_Swiss & @advocate1973 – You could add a LOT more to that list.

Perhaps we should set it to music, how about a well known Christmas song? ;-)

On the twelfth day of AML Chat,

my true troll gave to me…

Twelve £79m cash left posts,

Eleven what’s your average?

Ten Karenable articles,

Nine refinancing nonsense,

Eight profit warnings,

Seven Mercedes selling,

Six shorts increasing,

Five g-o-i-n-g bankrupt,

Four there’s a court case,

Three taking AML private,

Two Valkyrie recalls,

And a Lance Stroll is a #####!

All jokes aside, the Lance insult put their true character on display & it was not a pretty sight.

Have a good day, cheers, Paul. :)

Son_of_Swiss – Quote – “Why are you repeating the June figures when the year on year figures are 7% higher in 2024 compared to 2023??”

@Son_of_Swiss - Apparently, it is because they are a “truth seeker”. < Roll Eyes >

Whole Truth Here:

https://www.am-online.com/data/manufacturer-insight

TinyPie2 – Quote – “The company has openly admitted that Q2 will be similar to Q1.

@TinyPie2 – It sure did.

“Given the launch timings of our exciting two next generation sports cars in 2024, wholesale volumes will be heavily weighted to the second half of the year, resulting in significant H2'24 growth in gross profit and EBITDA compared with the prior year period.”

https://www.lse.co.uk/rns/AML/preliminary-results-year-ended-31-december-2023-55pucpqgk5ljumn.html

C2645sg – 27/06/24 – Quote: “…doing anything to try and discredit my views.”

@c2645sg – No one on here needs to do anything, your views discredit themselves. < Roll Eyes >

Or do you believe your views on AML’s ‘fulsome refinancing’ were correct, when they were wrong?

E.g. “Cash raise or debt for equity swap. No other way… tons of dilution coming your way…”

Or your multiple posts along the lines of “Nailed on profit warning for 2023”, that never came.

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c2645sg – 05/03/24 – “When a company is losing all the money it raises every few months, it doesn’t take a genius to work out when they need another one. Within 4 months. Let’s see how right I am.”

Well, 4 months have passed, so the answer to your ‘how right I am’ question is 100% wrong. ;-)

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c2645sg – 03/07/24 – Quote: “It's not rocket surgery.”

#NeverNotFunny

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

C2645sg – 26/06/24 – Quote: “The last AGM was online only… I did put questions forward, none of them were answered. I wonder why?”

@c2645sg - Did you put your questions forward as a confirmed AML shareholder?

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https://www.astonmartin.com/-/media/corporate/documents/share-holders/aston-martin-lagonda-notice-of-annual-general-meeting-2023.pdf?rev=22c876b7d8fd42e69caf7f06e73e10bd&hash=DB82035A9EE57F6D7524A74F6EDFDE1B

PART IV - EXPLANATORY NOTES RELATING TO THE NOTICE OF THE MEETING

ATTENDING AND VOTING

1. To be entitled to attend electronically, speak and vote at the AGM, shareholders must be entered on the Company’s register of members at 6.30pm on Friday 3 May 2024

SHAREHOLDERS’ RIGHT TO ASK QUESTIONS

4. Any shareholder attending the AGM has the right to ask questions.

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If not, well then, that is the simple reason your questions were not answered, isn’t it?

However, that would mean that you did sell your “considerable amount” of AML shares without saying anything on here at the time (something you repeatedly complain about others doing).

Mind you, if you are still a confirmed AML shareholder, what is your average?

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

C2645sg – 25/06/24 – Quote: “Liars always get found out....”

They sure do...

#Lie - c2645sg – 21/02/24 - Quote: “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…”

#Fact – AML refinanced £1bn+ without a cash raise or a debt for equity swap and no dilution.

C2645sg – 12/06/24 – Quote: “You always know when Noah is talking BS because he does the 'log off' thing and runs away like a 4 year old, whenever challenged.”

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#Irony #ComedyGold #FixedThatForYou

“You always know when c2645sg is talking BS because he does the 'What’s your average?' thing and runs away like a 4 year old, whenever challenged.” < Wink >

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Let’s put that theory to the test…

@c2645sg - Do you still hold your “considerable amount” of AML shares?

- If not, why didn’t you post when you sold them on here? Especially given how loudly you complain about other people not posting when they sell.

c2645sg – 02/05/24 - Quote: “… all the other goons out there, they NEVER tell you when they sell.” (From post deleted by LSE moderators for Lance Stroll insult.)

- What about accepting you were completely wrong about AML’s £1bn+ refinancing?

c2645sg – 21/02/24 - Quote: “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…”

- Or that your claim that “Picciotto was buying millions of shares at £18/19” was a lie?

- How many shares did I buy in 2022 & what did I pay for them?

And the list of unanswered challenges goes on, and on, and on. < Roll Eyes >

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Happy Friday everyone, cheers, Paul. :)

C2645sg – 07/06/24 – Quote: “Your first post was at £15. That's a magnificent loss you have there, up there with AML007's. You guys are always correct though....”

@c2645sg – I guess it is completely pointless asking you to prove I’ve made a “magnificent loss”?

As you have consistently refused to say how many shares I bought in 2022, or what I paid for them.

And the importance of 2022 buys, compared to 2020 & 2021 buys, was covered in full detail here:

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

Or do you still not understand how averages work, despite constantly asking people for theirs?

Similarly, your “Picciotto was buying millions of shares at £18/19” claim was hardly correct, was it?

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c2645sg – 08/06/24 – Quotes: “You both (sorry, you sound so similar) have to state your buy at the time of purchase otherwise no-one believes you.”

“Like I said, you never posted when you bought. Easy to say you made x% when you don't state your buy in price at the time.”

@c2645sg – Does that mean you are finally going to show us when you posted that you sold your “considerable amount” of AML shares, or should no one believe you called the SP correctly either?

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c2645sg – 08/06/24 – Quote: “No-one who has made a fortune swears at someone else online”

@c2645sg – After you called Lance Stroll a ‘#####’, what does that statement say about you then?

(I’m not going to repeat the swear word you used, as it was rightly deleted by the LSE mods.)

You really have turned hypocritical double standard posting into an art form on here. < Roll Eyes >

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Enjoy what’s left of the weekend everyone, catch up next week, cheers, Paul. :)

Where does this free float of 11% come from?

From AML’s 2023 Accounts + 2024 deals

‘Insiders’:

Stroll/Bertarelli/Yew Tree – 208m shares

PIF – 150m

Geely – 132m

Mercedes – 73m

Lucid – 28m

de Picciotto – 6m

Other directors - 1.3m

Staff incentives – 1.3m

Total = 601.9m / 73% of 825m total AML shares

‘Outsiders’:

Invesco – 29m

Lucerne – 25m

Total = 55.2m / 7%

So, isn’t the free float either 27% or 20%? (Which is around 165 to 222m shares.)

Happy Friday everyone, cheers, Paul. :)

Jon39 – 30/05/24 – Quote: “An AML director, Michael de Picciotto, began buying AML shares in June 2020. See if you can work out how much money he has lost following all of his purchases.”

@Jon39 – I did post my workings for de Picciotto’s AML averages back in April.

As far as I can tell, he sold 2.3m shares for a £1m gross profit back in May23 and is still holding 6.2m shares at an average of £2.96, which is clearly down on today’s SP.

However, you can’t say how much money he will make/lose until those shares are actually sold.

Happy Friday everyone, cheers, Paul. :)

@Vanquished - I think Aston Martin is only being mentioned because their ex-CEO Andy Palmer has signed the letter backing Labour, rather than Aston Martin themselves.

@Jargonpain – The details of the ‘standstill’ arrangement are here:

https://www.lse.co.uk/rns/AML/substantial-investment-in-aston-martin-by-geely-q94k6aqturtuixu.html

@Son_of_Swiss – They way I read that RNS is that whilst Stroll/Yew Tree are around 25% today, Geely has some headroom to buy more and not exceed 22%.

@Jargonpain – The main share holders also bought Right Issue shares at £1.03 in Sep.22.

https://www.lse.co.uk/rns/AML/results-of-rights-issue-and-total-voting-rights-pcnxvlx7h6d0mlp.html

But the most recent cash raise was at £3.71 on 31/07/23.

https://www.lse.co.uk/rns/AML/result-of-equity-issue-c8j3x74zrxlapmm.html

Hope that helps, cheers, Paul. :)

@deepjoy – My apologies for revealing some of the content from what you see as green boxes.

Alternatively, look away now. ;-)

c2645sg – 21/05/24 - Quote: “The more people ramp, the more I remind people of the facts.”

@c2645sg - “facts”?

[The Princess Bride]

“You keep using that word.

I do not think it means what you think it means.”

[/Inigo Montoya]

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c2645sg – 29/02/24 - Quote: “No way AML can refinance on better terms than when the rates were almost zero, when still making hundreds of millions in losses, sales declining etc.”

Facts:

Oct.20 – AML $1.09bn loan @ 10.5% - Bank of England Base Rate = 0.1%

Mar.24 – AML $0.96bn loan @ 10.0% - Bank of England Base Rate = 5.25%

“Better terms” = BoE base rate increased over 5,000% (0.1% to 5.25%), but AML bond rate reduced by 5% (10.5% to 10.0%).

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c2645sg – 21/02/24 - Quote: “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…”

Fact:

AML raised over £1.1bn with neither a cash raise, nor a debt for equity swap, & zero dilution.

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c2645sg – 02/05/24 – Quote (From post deleted by the LSE Moderators):

“AML.L is funding Strolls PRIVATE race team and his ##### son's career.”

Note – As ‘#####’ is so offensive, I have inserted #s myself. @MarkPatrick was right to report it and ask “Have you any idea what you’re saying?”, to which there was no reply from @c2645sg.

Facts:

AML.L is sponsoring the AML F1 team, not funding it, as the F1 team’s annual budget is £100m+.

The remaining funding for AML F1 comes from the other sponsors (Aramco, Cognizant, JCB, FT, etc.).

AML.L used to sponsor Red Bull’s ‘private’ F1 race team for a similar cost (as per AML 2020 accounts).

AML.L’s sponsorship of AML F1 is without doubt a better arrangement than sponsoring Red Bull F1.

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As always, so much mis-information and so little time to challenge it all.

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

Hearts2000 – 17/05/24 – Quote: “Has the company ever been cheaper?”

@hearts2000 – In a word, yes. ;-)

Nov.22 – Approx. 698m shares @ £0.89 = £0.6bn MCap

It then rose to its highest point under Stroll.

Jul.23 – 737m shares @ £3.96 = £2.9bn MCap

And back down to where it is now.

17/05/24 – 825m shares @ £1.41 = £1.1bn MCap