Member Info for c2645sg

Give us your workings as to how this should be trading at £6.50?
Profits are tiny, most of the budget is blown on marketing and very little on R&D.

No-one knows where the SP is going, least of all you.

Trying to compare an offer when the world was awash with cash to one now,. laughable and ramptastic.
Who is going to pay more than 10x earnings when a worldwide recession is about to hit?
They would have done so on the recent lows and saved a fortune.
Beware of the rampers.

https://www.topgear.com/car-news/opinion/opinion-why-there-another-aston-martin-no-roof-or-windows

Read all of it including the comments.

The market cap is now over 10 x current earnings!

Check the interiors of both cars, identical.
Same wide display, so nothing new there.

https://www.autocar.co.uk/car-review/aston-martin/first-drives/aston-martin-v12-speedster-2021-uk-review

https://www.topgear.com/car-news/first-look/whoa-check-out-aston-martin-dbr22

How do you know the V12 speedsters were all sold?

https://www.autocar.co.uk/car-review/aston-martin/first-drives/aston-martin-v12-speedster-2021-uk-review

There were a handful left a year after the announcement, sounds like that 'handful' have become the new model at pebble beach.

It's lovely, but is it just a rebodied V12 Speedster because they didn't shift as many of those as planned.

Aston Martin and Ferrari have been quiet about their Speedsters since the press tours, but McLaren has been pretty open about the Elva selling abysmally, so much so that the amount they said they were going to make has been halved.

Ghini, the only person I heard of who was there was strider from ft comments section he also posts as Richard G on karenable site.
No idea if he posts here but he halved his holding and is negative on stroll/aml now.
More eloquent than most he is worth listening to for sure.

Pasting old posts shows up the ramping and terrible track record of the charlatans on here who know nothing but continue to pump out lies.
As long as that happens I will be here to correct it and show it up.

Lots of companies could buy up AML for loose change, namely Mercedes.
But they don't.
Why would anyone take on a mountain of debt, even after the RI, gross debt will still be over £1bn.

Utter lies.
The short trackers are unchanged from mid July.

Noah and Richard,

What are your guesses for the forthcoming RI price?

AML have to make and ship them to count as a sale.
It’s really not difficult.
Stroll can lie about parts missing all he wants, no other luxury car company had any problems with supply chain. It’s an excuse for sales collapsing all over the world.
Believe his lies all you want, you did when he said fully funded and moers going nowhere.

If you straight line 1st half sales of 2,676 over the full year, you get a 19% reduction vs. 2022 forecast of 6,600. For AML to achieve the 2022 guidance of 6,600 cars wholesaled, they will need to sell 50% more cars per month in the 2nd half of the year vs. what they achieved in the first half.

48 hours to go until the circular is released, not the RI price details, so why would anyone buy now when they can get a huge discount in a few weeks?

The Company expects to separately publish a circular (the "Circular") in mid-August, which will contain notice of the General Meeting of the Company (the "General Meeting") required in connection with the Capital Raise, which it is expected will take place in early September and at which the Company will seek approval from its shareholders. It is expected that a prospectus, (the "Prospectus") containing further information on the Capital Raise will also be published in early September and in any event before the General Meeting and that completion of the Capital Raise will take place by the end of September.

I will rephrase that...
AML need to sell 50% more cars EVERY SINGLE MONTH to svoid a profit warning for 2023.
7% this month (July) , meams they need to sell more than 65% every month til the end of 2023 now.

AML need to increase sales by 50% in H2 to avoid a profits warning for the year.
7% ain’t cutting it.

I have looked and there is nothing.
If you can’t prove with links then people will assume you are lying. Again.

https://karenable.com/turtle-soup-aston-martin-1st-half-2022-results/

"Of all the numbers though, the movement in payables over the last 12 months is probably the most telling as to the degradation of AML’s financial situation. At the end of June 2021, payables sat at a quite high £609 mil. Just 6 months later, at the end of 2021, they had ballooned to £721 mil. (as a reference, Ferrari’s payables were £670 mil. at year end 2021 on a business more than 3x the size) and today they are at £843 mil. Given the fact that car wholesales are down in the last 6 months, from a purely operational standpoint, AML’s payables should not have continued to balloon and certainly not to this extent. However, if you look at AML’s cash situation, had they held payables at the already elevated year end 2021 levels, the cash on hand would have dropped from £156 mil. to £32 mil., again leaving AML nearly insolvent. "