Member Info for c2645sg

I'd be more worried when the short closes, as that's what's been moving the price up.

When that stops, what will happen to the share price?

It's 97% down, but raised so much cash, diluted holders, and created so many more shares, that the market cap is now only half what it IPO'd at.

Stroll has raised £1.5bn in cash in his time as chariman!

£130m cash required for Lucid and £140m required for Merc in cash, too.

Where is that cash going to come from when you can't make a profit on £500m EBITDA?

500m EBITDA minus the 400m for electrification, minus the bond debt interest at minimum £120m =

A loss of 20 million (even if it does hit targets of 7000 sales)

Sales in Q1 were 1200 . x 4 = 5000 per yeasr, way short of 7000.

You think they will sell 2000 extra DB12s on launch? ;)

It's all window dressing for the folk attending today, in the hope they push the SP up.

Stroll sold loads of shares recently, no-one does that if they truly believe their own hype.

Making a loss of £500m per year, and needing to spend £400m per annum on electrification, that's almost a billion out EVERY YEAR!

Stroll's arrogance knows no bounds.

Massive cash raise coming here soon, riding on the back of this recent SP rise.

The last time AML announced a technology agreement they raised cash soon after.

Remember Stroll saying "Mark my words, we do not need anymore cash" all the while he was planning on raising £650m, which they burned through in less than a year.

Utterly deluded.

Summer numbers are priced in already.

The recession is NOT priced in. Markets are as high as rthey were before interest rates started rising.

We don't know any numbers because AML refuse to issue a trading update today, it says so in the RNS.

Instead of hard figures which show sales well below target, they are promising jam tomorrow. Just like the IPO.

We know what happened then.

There is a major recession coming, you are all deluded.

On here 24/7 talking nonsense, "I think this, I think that", utterly clueless.

The reason it hasn't pinged back up to the TERP is because the whole world has had to engineer a recession to fight inflation.

AMl loses c £500m per annum, and wants to invest £2BILLION over 5 years to afford electrification. If that's not a red flag for investors I don't know what isn't.

That's £400m per year.

The interest payments are £120m per year alone, so they need to make £300m per year to stay afloat, and have £1.3bn in bond debt needing renewd in 2024/25.

Stroll making promises he knows he can't deliver, and wants knighted?

Stroll is just beefing up the share price so he can do the mother of all cash raises.

Merc are demanding cash now instead of shares, I wonder how AML will affford that amount when electrification is going to cost them around £2bn over the next 5 years.....

-£140m to Merc

-Lucid deal is 232m in total, 28m shares @ 3.50 is only 98m, so AML need to find another £130m to pay Lucid over the next couple of years.

All from a company who is on taget to lose another 500m this year.

Lucid is really struggling as a company right now, too.

All looks great on paper until you dig a bit deeper, huh?

https://www.manager-magazin.de/unternehmen/autoindustrie/elektromobilitaet-lucid-steigt-bei-aston-martin-ein-a-069ffa2b-a932-4de5-8bac-e6e968275801

Merc deal was £280m in 2 tranches, so around £140m.

And £1.2bn of bond debt needing refinanced in 2025.

Will the gap at £2.80 close?

People can pay whatever they want for shares, especialy if they are buying directly from the chairman. Geely had to pay a premium.

Stroll is obviously reducing his shares by quite the amount, hardly a ringing endorsement for his future at AML.

Like I said, Stroll screwed shareholders for his own gain:

He could have made less of a discount in the RI and incorporated Geely last November at the £650m raise.

Instead, he claimed it was a backdoor grab on AML share price which was far too low. Then proceeded to lower the SP to 104p and stock up on the cheap, to then sell lots of shares to Geely after making a mssisve profit. ONE day after the AGM, with no vote required.

And people still think Stroll is the saviour. He obvously has no clue, or care.

It's all about F1.

And his son will never win anything, because silverspoons and F1 titles don't mix well.

You need to be better than everyone else and want it more, 2 things Lance will never have.

You mean this?

Https://www.ft.com/content/4fa0381c-8aac-4b5a-871f-b2360962d5ee

"It should perhaps be no surprise that Yew Tree is taking some money off the table. The consortium is the source of 60 per cent of Geely’s additional shares. Only about £95mn is new equity to bolster AML’s balance sheet. At the end of March, this included £868mn of net debt, just over two times forecast ebitda. That leverage costs more than 10 per cent annually. For a low-volume business that depends on every high-priced sale, such debt keeps AML’s growth prospects in check.

Geely paid £3.35 for its shares and the market price remains a fifth below that. Even given some dilution, the market clearly has its doubts. Expect Geely’s creeping takeover to roll on."

Only up 1.6% in Frankfurt now.

In 2023, AML expects a cash flow similar to H1, 2022:

Circa GBP -234m in H1 against current cash holdings of £583m.

583 - 234 = 340m million left.

AML raised cash when cash-in-hand dropped to £400m, last November.

I see another HUGE cash call coming, maybe even bigger than the £650m last year.

Https://karenable.com/supercar-trio/

Stroll getting found out.... No clue, just keep uttering 'ultra luxury' and then sell to Geely when you've got what you need out it.

The billionaires are only in it for themselves.

In 2023, AML expects a cash flow similar to H1, 2022:

Circa GBP -234m in H1 against current cash holdings of £583m.

583 - 234 = 340m million left.

AML raised cash when cash-in-hand dropped to £400m, last November.

I see another HUGE cash call coming, maybe even bigger than the £650m last year.

Stroll will sell into it, Geely might take over more of the company, as Stroll has now secured te F1 team and his son's drive in it.

Stroll cold have incorporated Geely in the recent fund raise, and making it less of a discount, but instead he made it a 60% discount, bought loads of shares at the bottom, and then sold them to Geely at a huge profit on Friday.

Absoutly no thought or care about shareholders, just making money for himself.

And AML gets passed on to the Chinese because Stroll couldn't turn it around either. The day after the AGM, but no vote on it.

He is shjowing us he doesn't really care about AML, he got what he wanted, a free F1 drive for his son.

£1.5 BILLION!!!!!! has been pumped into AML by shareholders since Stroll took over, and it's still making a £500m loss, with 1.2bn in debts needing dealt with by 2025.

Https://www.ft.com/content/4fa0381c-8aac-4b5a-871f-b2360962d5ee

"It should perhaps be no surprise that Yew Tree is taking some money off the table. The consortium is the source of 60 per cent of Geely’s additional shares. Only about £95mn is new equity to bolster AML’s balance sheet. At the end of March, this included £868mn of net debt, just over two times forecast ebitda. That leverage costs more than 10 per cent annually. For a low-volume business that depends on every high-priced sale, such debt keeps AML’s growth prospects in check.

Geely paid £3.35 for its shares and the market price remains a fifth below that. Even given some dilution, the market clearly has its doubts. Expect Geely’s creeping takeover to roll on."