Member Info for c2645sg

When you don't even sell 3000 DBX in a year, and 600 are in forecourts...
That's 1/5th.

"Net Opex Restructuring savings offset by non-repeat of furlough credits and investment in fixed marketing activities"
That translates to:
"We don't have to pay furlough credits any more, so our operating expenses have improved"
That was our response to me correcting you on the EBITDA margins improving when they are in fact doing the opposite. :)

If I was a McLaren fanboy I would be scared of the Gordon Murray T.50
From Krenable:
"Ferrari #12, a 575M Maranello, SN 136324, was the second Ferrari I purchased as a daily driver. I kept it for about a year before trading it back to Carrs Ferrari in 2010. Carrs then immediately sold it onto Chris Harris, of Garage 59 (and Top Gear) fame."

Nice try though!

No Andre, I can do this all day, every day.

Please point me towards this statement so I can view the context?
""Net Opex Restructuring savings offset by non-repeat of furlough credits and investment in fixed marketing activities"

There are about circa 600 DBXs in forecourts all around the world right now.
Is that supply meeting demand?
That's dealer loading, and the reason they stopped reporting retail sales.

Stroll has not bought shares since 62p, he has to declare it if so.
So don't trust anyone who makes it out like he is topping up now, he aint.

A non-executive director was buying at c£19 and £17.44, we're now broken the support of £16.15 which a few people mentioned here recently.

Tobias is still commuting from Germany.
He won't last much longer than Otmar.

We'll never know about retail sales, because our company refuses to publish them.
Coming from Stroll who loves to exaggerate everything (remember "gangbusters in China?) I'd say he doesn't want us to know them.
The ASP has risen because the DBX is taking over from them, and there are no 1/3rd off deals for forecourt soorts/GT models, which has resulted in a collapse of sales.

EBITDA margin is decreasing, from mid teens to under 14, projecting from 9 month results to the full year, it is low teens.

What is the positive progress being made?

Chris Harris sharing the karenable article means most of the motor-world has read it.
In my personal opinion, most folk have realised the emperor has no clothes.
They invested because they believed Stroll's hyperbole, now they are quickly realising is was all based on nothing (apart from his ego).
Give him an enema and you could fit him in a matchbox.

Doing your homework on him shows him up to be a completely egotistical liar.
The first sentence of the 'beyond the grid' podcast was:
"I have a great track record of winning, at everything I’ve done”

He seems to conveniently forget that he drove his last business into administration and lost hundreds of millions of pounds.
I’m not sure how much more proof people need.

Agreed Andre,

Trouble is, who wants to buy into a company losing millions, with a court case hanging over them?
Another 45,000 shares sold earlier today, that's £750k. Constant selling and no buyers means a sliding share price.
It's dropped 30% from £23, If it loses another 25% they will find themselves here:
https://www.ft.com/content/1abfa75b-1d31-455a-9e43-9bfef1d06844

"The deal, however, comes with some safeguards for Daimler. If Aston Martin’s shares fall below Daimler’s entry price, it will have to compensate the German company in cash for its technology. “

Chat please show us your workings for £500m gross profit for 2022

That's what no-one knows: What the deal was exactly between Palmer and Nebula.

And that is my whole point, Stroll either wastes millions on a court case or pays the royalties in the contract.
He is suing Swiss guys under Swiss law in Switzerland.

The reason I pasted links to the carbon fibre issue is because no matter whom it is they don't want to deal with AML right now, and are in a court case with Multimatic, probably why they want to remain anonymous in that wordpress press release.

How can you build a Valkyrie if both your suppliers are at war with each other and you own company?

The DBX was supposed to save AML, then the Valkyrie, Valhalla and Vanquish.
I am sure you understand my points fully. If a company losing £250m+ per year have to pay out millions in royalties for the next 10 years, OR a very expensive court case, there are no winners. Least of all us, the shareholders.

We should be getting a shareholder group together to challenge Stroll on all of this rather than arguing with each other.

If it's speculation and "therefore nothing to reliably calculate in at the moment" then why are you trying to calculate anything, never mind the best case scenario?

"valkyrie roundabout 120 units at 2.5m ASP
--> totalling ~ 1.25 bn"

Nebula funded the Valkyrie, Valhalla and Vanquish because Palmer said it could not costs AML shareholders money.
Stroll tore up this agreement because he realises if he had to pay 20-30m per year for a decade, AML would be bankrupt, again.

I posted the links to show this is not just me saying it, it's the Telegraph.

You're also wrong on both D&A and interest expenses. This is a DIRECT quote fro the recent AML RNS:
- Depreciation and amortisation
c.£225m - £235m reflecting timing (previously c.£255m-£265m), re-phased into 2022 which is currently expected to be > £300m

- Interest costs5
P&L financial charge: Unchanged at constant currency, now c.£165m (previously c.£135m) reflects revaluation of USD debt at current exchange rates

You do know there is a court case over Valkyrie, Valhalla and Vanquish sales don't you?
Thus could cost AML 20-30m per year for a decade.

https://www.telegraph.co.uk/business/2021/11/03/aston-martins-billionaire-owner-head-on-collision-super-rich/

The 165m is a quote FROM THE COMPANY in yesterday's RNS, hence why I quoted it
- Interest costs5

"P&L financial charge: Unchanged at constant currency, now c.£165m (previously c.£135m) reflects revaluation of USD debt at current exchange rates"

ChaosTheory, do us all a favour and show us your working for how we get to £165m in interest per anum, from the bond debt, will you please?

Because 10.5% of 1.1bn definitely isn't £160m
Can't wait to see this....

" I suspect you don't know much of how credit markets and the high yield market work but the High Yield market is VERY big and there is a lot of liquidity. "

More utter nonsense, high yield bonds make up just over 15% of the bond market.
You just make stuff up and expect people to swallow ir.
Utter, utter lies.

I don't know of a SINGLE company with bond debt this high, anywhere in Europe or the US.

Utter tosh, the senior/1st lien were hoped to be priced at 10.5%, but coming after the 15% one, they were mis-priced, so ended up being 12.5%.
So I think we can ignore everything you have to say on the matter.
You do this as a job and can't even get the percentages correct? Perhaps try to actually READ the company RNSs.

Another one pretending to be smart and getting it horrendously wrong.
And what makes you think the bonds at 12.5% and 15% are going to be reduced to 6.5 and 8%? Speculation based on nothing?

2021 9 month operating loss (£229m) projected to full year is £305m
So for 18 months call that an extra £450m in debt.

Stroll is finding out lie everyone who owned AML before him what a money pit this is. And that alongside an F1 team...

Nite25, Moers said around 3 per week.
It makes no difference, even with all the income from it they are nowhere near profit.

100k sell just went through, £1.75m worth.