Member Info for c2645sg

Mr Stroll caused this 50% slump in SP...

-Diluting the company 10% at £12.46 for Merc shares.
-Suing Nebula which could result in bankruptcy if he loses.
-Skimming pension money off employees
-Taking out 10.5-15% bonds.
-Making impossible targets for future revenue/profits
-Using hyperbole saying the shares will hit £7/8/9. Little did we know he would come so close ;)

Such a simple plan, yet AML have been bankrupt 7 times.

Thoughts?

So Merc own around 10% of AML now, and are due to get another 10% of the company 'early 2022’
£286m or 20% of AML is the target.

These shares get issued at £12.46 which results in a dilution of 10%.
There are also 'New Financing warrants Convertible into 126,647,852 shares which is 5% dilution further down the road.

£12.46 minus 10% = 11.21 minus 5% = £10.65 target price.

A new CFO will make the price rise? Hah.
Why would the shorts close when AML have:

-A strike looming

-A court case which if lost will probably bankrupt the company

-Still no Valkyrie deliveries, and consensus was 49 sales before end of 2021.
(@£3m on average, that's a £147million hole in the balance sheet for 2021)

-Huge debts they will be struggling to pay in Q4: @ c. £85million bond interest.

-Supernatural (carbon fibre suppliers) and Multimatic (Valkyrie builders) locked in a court case over payment, ensuring no Valkyries will be built any time soon.

Why don't you supply links so we know you are telling the truth, usefuleness?

CINE loses court case and is down 35%.
Imagine if Stroll loses AML's court case.

https://www.lse.co.uk/ShareShortPositions.asp?shareprice=AML&share=Aston-Martin-Lagonda

Shorts increased again to 4% now. Was 1% 6 months ago.

Thanks Tutter. Facts over faith, every day of the week.
No sign of AML007 and his/her passive aggressive ignorance.
They can't say they were not warned, I have been posting this stuff for 18 months.
But they knew better. Humble pie o'clock.

The company is in dire straits if they are scraping the pension barrel.
What an odious tyrant Stroll is. Morals of an alleycat, trying to steal from the workforce like this. Bet he can't even spell 'humility'.

Let the readers scroll through all your posts and all of mine Davffed, and let them decide for themselves. :)

Thanks Doit2morrow, much appreciated.

Because they are non-exec directors and haven't got a clue, obviously.
Do you think strike action is gong to make the SP go up?
Who's going to build all those Valkyries?

Another ramping charlatan who lost a lot of people's money on BPC.
Just check his posting history.

Positives? It will implode slower than BPC ;)

CFO resign after only 18 months
-Sports/GT cars sales collapse: Half what they were in 2019, pre-pandemic.
-Current court case could lead to bankruptcy : Stroll rips up Nebula agreement over Valkyrie/Valhalla/Vanquish royalties.
https://www.telegraph.co.uk/business/2021/11/03/aston-martins-billionaire-owner-head-on-collision-super-rich/
https://www.ft.com/content/3ed6a859-ad69-4b0c-b57d-3c580e9613e6
-Gross debt of £1.3bn = £165m per year in interest. Bondholders undisclosed, making 10.5% to 15% per annum, doubling their cash in 5 years)
-Operating losses of £250+ million this year. YTD 9 months = £188m loss.
-Still burning through cash…. £60m burned between 25th Feb and 28th July 2021( £144m per annum)
-St Athan (DBX production) running at 40% capacity, laid off 1/3 of the workforce.
-AML capitalise 95% of R&D when majority of other car companies are less than 40%, so shares anything but undervalued.
https://www.ft.com/content/a9a73b9c-ae9d-11e8-8d14-6f049d06439c
"Concerns have focused on some of the carmaker’s racier accounting policies. For instance, it capitalises much of its R&D expenditure, amortising this over the expected life of each model it makes.”
-Valkyrie production handed over to Mulltimatic. Moers admits 6 weeks to build 1 carbon fibre tub = 40 produced p/year. 260 orders = 6.5 years to build them all.
https://karenable.com/analysis-of-aston-martins-q3-2021-results/.
-Cannot generate enough cashflow to pay interest on debt never mind pay off debt.
-Operating Profit, Free Cash Flow, and Net Debt heading in the wrong direction,
-Loading dealers with DBX models to inflate wholesales, refusing to publish 'retail sales' to obfuscate demand.
-Stroll promises 10,000 sales, 2bn revenue, 500m ebitda by 2024/25 (which is almost double the sales & revenue 2 years from now) Minus D&A of >£300m (so let’s say 325m), minus interest of £165m = £10m profit, but based on no royalty payments from Valkyrie/Valhalla/Vanquish (courts decide)
-Stroll suing company who sell 20% of all AML’s limited edition cars through their St Gallen dealership, and have an agreement in place to fund Valkyrie project, costs to be recouped on Valkyrie, Valhalla and Vanquish royalties, so you can pretty much say goodbye to a decent portion of the £10m profits above)
-Agreement with Merc until 2027, but Moers refuses to answer analysts if AML will receive the MBUX infotainment or Mercedes AMG EA (high performance electric powertrain) technology .
- Stroll raising hundreds of millions for F1 team via the brandname of Aston Martin. As CEO of AML, he should have our best interests at heart, not F1 and his son. F1 should be paying us for the use of the brand, not the other way round

Fundraising:
£150m 2019
£540m in Feb/March 2020
£75m loan from Stroll to see the business through to the rights issue
£100m credit line opened March 2020
£190m rights issue June '20
$68m bonds @ 12% June '20
£125m equity release Oct '20
$107.4m more in bonds Feb '

Just click my username and scroll back CarsCoffee.

Bankruptcy might be possible now.

Vultures are definitely circling. Big problems ahead no matter what happens.
Thus will hit the SP and now they will need to compensate Merc in cash.
Oh dear.

AML must be utterly cashless.
Trying to save money from skimming the workers' pensions.
Gregor (CF) must have serious principles walking away from this mess.

Stroll, where are you? Never trust a billionaire.

or maybe not....
https://www.am-online.com/news/manufacturer/2021/12/14/aston-martin-workers-face-losing-100-000-in-pension-shake-up

Outing?
I am just saying it's halved and the shorts are well up.
Shorting at £12 is way more risky than £23.

You're way too late to the shorting party, Jed.