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Aston Martin is a shame because they make such desirable cars and yet run a shocking business. Perhaps that why people keep getting suckered into throwing money down that black hole, there's always the pipe dream of it becoming the next Ferrari if only the right person in charge can sort it out. I love Astons, but it's increasingly clear that it will never drag itself out of its malaise

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Compare the price of the DB12 to a 911.

They don’t look so desirable.

Also the day one depreciation is meteoric due to legacy issues with poor quality cars.

My favourite comment on the FT article today:

"Warren Buffet is credited with the quote, ‘it takes 20 years to build a reputation and five minutes to destroy it’. Adrian Hallmark should rue the day his head was turned by a generous stock option package.However good the new models are, the dealership network remains a mess, positive free cash flow is as illusive as ever and the world has reached peak luxury. Stroll’s Yew Tree consortium cannot buy more stock without launching a full takeover bid. Looks like UK PLC will be losing another listing."

Https://seekingalpha.com/news/4501896-aston-martin-stock-drops-10-on-profit-warning-tariff-headwinds

Aston Martin (OTCPK:AMGDF) shares fell roughly 10% on Monday after the luxury automaker issued a profit warning, flagging persistent tariff-related challenges.

The company now expects its full-year 2025 adjusted EBIT to fall below the lower end of market expectations and has scrapped plans for positive free cash flow in the second half, prompting an immediate review of spending.

The company now expects total wholesale volumes in FY 2025 to decline by a mid-high single-digit percentage when compared to the prior year.

Additionally, the company confirms that it expects Valhalla deliveries to commence in Q4 2025, with 150 deliveries forecast in the period.

The group delivered 1,430 wholesale units in Q3 2025, below the previous guidance of being broadly similar to the prior year period (Q3 2024: 1,641). The shortfall was due to weaker-than-expected demand, including in both North America, with the continuing tariff impact, and APAC (including greater China), the company said.

The global macroeconomic environment facing the industry remains challenging for the company, and this includes uncertainties over the economic impact of U.S. tariffs and the implementation of the quota mechanism.

Furthermore, changes to China's ultra-luxury car taxes and the increased potential for supply chain pressures, particularly following the recent cyber incident at a major UK automotive manufacturer, add to the headwinds Aston Martin (OTCPK:AMGDF) faces.

Q4 2025 is expected to deliver improved sequential financial performance supported by increased core volumes driven by new derivatives in addition to the accretive financial contribution from the initial deliveries of Valhalla.

For UK automotive manufacturers, the introduction of a U.S. tariff quota mechanism adds a degree of complexity and limits the group's ability to accurately forecast for this financial year end and, potentially, quarterly from 2026 onwards, Aston Martin (OTCPK:AMGDF) added.

Https://www.ft.com/content/dd5bee6b-87cb-4fde-aabb-3db5d5173947

It also warned of a slower rollout of its hybrid Valhalla supercar model with 150 deliveries planned in the fourth quarter, compared with analyst forecasts for more than 200. In a note on Monday, Bernstein analyst Harry Martin said investors had focused on positive free cash flow generation and a smooth launch of Valhalla as “a key proof point” that “things were finally starting to turn the corner”. “Failing on these may be the final straw for many investors,” Martin added. The company said it had begun an immediate review of future spending after cutting 5 per cent of its workforce earlier this year.

I love the irony or profit warning, for a company who cannot make a profit.

It should be called LOSS WARNING. Losses are about to get even bigger.

100m cash raise won't cut it now, it will need to be 200-250m to see them through the winter.

Word!

“ ETF/ETN/ETP etc...are completely different types of investments compared to bitcoin treasuries.”

You are correct, the former have all increased in value the last three months whilst the latter treasury companies have all declined…. For SWC, there is still more potential for decline as it drops to NAV, like most others have.

Only 250m cash in hand, and thats after selling the F1 business stake off, so a cash raise will be needed very soon.

Currently burning through 1.75m per day, that will be rising with fewer cars sold and fewer Valhallas expected this year.

Utterly grim. This business is doomed, it has no future.

Stroll must go, he has actually made it worse.

And won;t be cash flow positive in H2 either.

Only 150 Valhalla might be sold in Q4, and even then, because of US shutdown that might not happen.

Grim, where are all the paid rampers today?

Typo on the calculations, but the sentiment remains.

Point me to the exact post on this forum where you tipped AML @ 65p AT THE TIME. There are only posts from you well after that date SAYING you bought. Call me a sceptic, but these boards are full of losers claiming things that are not true. Unless you post the purchase at the time, I don't believe you, or anyone.

You have held BOOM for a DECADE? Your average was 3.40 and the SP is 6.38 now. That's 61% gain in 10 years, a CAGR of 4.9%.

Well done, let's see if you can calculate how much of that gain is eroded due to inflation. Inflation over the last decade is c.40%.

You could also have sold them at £22 and you didn't, yet you call me an idiot? Chortle.

You must have really missed mummy's hugs as a kid to have to come onto a public forum and *try* to show off with the size of your pen!s... I mean... profits. It's crass, grow up. People who do that are either gambles who lose more than they win, or wannabe-nouveau-riche-ponces.

Wealthy people don't brag about money, only insecure charlatans with giant chips on their shoulder do that.

Learn some humility.

As you were.

Thanks LongInvestor, good work!

Yeah, I agree, looking for £ denominated too, it's risky enough without FX movements going against you.

I am pretty sure the ishares bitcoin fund, IBIT should be available. ishares are cheap too.

I doubled down on silver yesterday on the drop. It's got momentum, is a precious metal, outdoes Gold in a bull market, is an essential conductor for AI construction, and debt is ballooning around the world.

Also, you can sense how many people will pull their funds from treasury companies and put it in a cheap Bitcoin ETF/ETN/ETP etc...

Beware of SWC and others around the 8th October folks!

Gordon Gekko had a liquid lunch today.

H1 result highlights, all from AML RNS. Fact!

£110m raised from F1 team sale will last 62 DAYS which = 2 MONTHS!!!!!!

That statement was 2.5 months ago

Burning through 1.75m per day, average in H1

Lucky2022: Share a link to 2/3 Valhalla being sold! We need proof.

Or did you just make it up?

Prove it!

H1 result highlights, all from AML RNS. Fact!

£110m raised from F1 team sale will last 62 DAYS which = 2 MONTHS!!!!!!

That statement was 2.5 months ago

Burning through 1.75m per day, average in H1

Let's all reclaim the golden vector! ;)

It's not vitriol, it's ridicule.

Do you agree with my assertion on how long the 110m cash raise will last Rossa?

Do yo think that has more bearing on the SP than a Vector being reclaimed?

I bet you are short and trying to noise me up on purpose, hahahaha.

Buying at 81p and selling at 85p? ;)

What a loon.

H1 result highlights, all from AML RNS. Fact!

£110m raised from F1 team sale will last 62 DAYS, 2 MONTHS!!!!!!

That statement was 2.5 months ago

I bet you any money Lucky has sold out and noises me up so the SP tanks ;)

Burning through 1.75m per day, average in H1

Losses INCREASED 42%. Revenue DOWN 34% Gross profit DOWN 54%. EBIT DOWN 33%. Net Debt UP 15%

FREE CASH OUTFLOW of £321m, highest in recent times

Decrease in net cash £230m in 91 days, that’s £2.5m per day cash burn for Q2

Cash balance £123m under what they normally raise cash at.

UK wholesales up 43% Loading dealers to hit targets

US down only 1%. Loading dealers in Q1

EMEA sales down 28%

APAC sales down 15%

In Q3 2025, the Group expects to enhance its liquidity position through the c.£110m gross proceeds from the forthcoming sale of its investment in the Aston Martin Aramco Formula One™ Team.

Net debt of £1,378m as at 30 June 2025 increased from £1,163m as at 31 December 2024 primarily due to a decrease in the cash balance

Only a THIRD of Valhalla have secured sales with second deposit

Share a link to 2/3 Valhalla being sold, Lucky.

Prove it.

Did you find anything?

All I found was this:

https://www.home.saxo/en-gb/content/articles/equities/cryptos-coming-all-you-need-to-know-about-crypto-etns-at-saxo-30092025

So if other brokers do the same, that could be a good list to save.

I am with IG, and have a pro account, so can trade bitcoin now, but want an ETF inside an ISA.

Hoping that IBIT works, will post back on the 8th.

Someone was asking about this the other day, have you found any UK listings for Bitcoin ETPs?

Specifically any which are allowed in an ISA?