Member Info for c2645sg

The more Bitcoin treasury companies in the UK, the less of an advantage SWC has, therefore their price premium of 2x or 2x the bitcoin value will drop to almost 1x. There is no reason to pay a premium, it's a race to the bottom now.

If you have 5 Bitcoin treasury companies, why would you NOT invest in the cheapest one?

At least Bluebird mining (BMV) has gold and soon to be bitcoin.

Https://archive.is/nzYmZ

AML are in deep do-do. US tariff quota is 25k cars per quarter... then what, pay 27.5% tariffs?

Get used to 4000 car sales per year: China has gone, US has diminished markedly, and Europe will be in recession soon enough.

No we know why they are burning through £2.5m per day. That's £900m per year.

No wonder they are being so heavily shorted by hedge funds, the writing is on the wall.

AML's 2nd factory will be going soon, they will have NO CHOICE.

Imagine what that RNS will do to the share price.

Https://www.cnbc.com/2025/08/25/autos-a-polycrisis-is-forcing-car-giants-to-confront-some-hard-truths.html

Western car giants are battling crises on multiple fronts, with declining profits, layoffs and widespread cost-cutting measures showing their strain.

From rising production costs to U.S. tariffs, intense competition, supply chain disruptions and regulatory pressures, as well as a bumpy electric vehicle transition — top original equipment manufacturers (OEMs) are caught in a perfect storm.

As Mercedes-Benz Group CEO Ola Källenius recently put it: “Our industry is experiencing heavy rain, hail, storms and snow at the same time.”

“It does feel like a polycrisis,” said Sigrid de Vries, director general of the European Automobile Manufacturers’ Association (ACEA), a car lobby group.

Yeah, let's ignore the warrants which will become shares in a few months.

You're passing all your money straight to Webley and the board. Keep it up, I'm sure he loves the fact you defend him. Think how much he will be making from 2p shares at your expense?

Https://archive.is/nzYmZ

AML are in deep do-do. US tariff quota is 25k cars per quarter... then what, pay 27.5% tariffs?

Get used to 4000 car sales per year: China has gone, US has diminished markedly, and Europe will be in recession soon enough.

No we know why they are burning through £2.5m per day. That's £900m per year.

No wonder they are being so heavily shorted by hedge funds, the writing is on the wall.

AML's 2nd factory will be going soon, they will have NO CHOICE.

Imagine what that RNS will do to the share price.

Heading back to Nav price of 50p, anything above 2 x NAV or £1 is madness.

Aston Martin shares out on loan, just under 10%

Second highest shorted EU/UK car company in this FT article.

https://www.ft.com/content/18b77329-3af1-49c0-9408-9b7bed5bb61b

Lyn Alden is the best commentator to listen to BY Far on anything Bitcoin.

https://www.youtube.com/watch?v=BbgR5ceiqL4&ab_channel=WhatBitcoinDid

Lyn says anything above an NAV of 2 is getting expensive. A slight premium on NAV is fine, especially to be able to buy a bitcoin treasury company inside a UK ISA, but other companies will be doing it soon, so big premiums are a nonsense and will not last.

True value here is Nav at 50p. (I include the warrants in this calculation)

Everything else is just noise.

Only the warrant holders will gain, at 2p they win regardless.

Most normal equity holders will be left holding bags.

One can't argue with a narcissist. Filtered.

You're right Paul, well done, time for a top up. You have free shares with zero costs so you can't lose now. Paul is my hero, what a legend, a real minglar amongst us all.

AML_007

Posted in: AML

Posts: 241

Price: 1,927.50

No Opinion

RE: Dunnieboy are you still alive?12 May 2021 06:32

@Jackwalker422 – “Especially since SPs do rise and fall on opinions all the time.”

A recent textbook example of this was GameStop.

- Institutional investors shorted the stock based on facts.

- Private (WallStreetBets) investors drove the share price up based on faith.

For a while, the fact-based approach lost money and the faith-based one made money.

Clearly there would/should always be a point where the facts over take the faith.

For me and AML, the cold hard facts would hit home at around £15 a share.

When I would still be up (just), but have to accept my faith in Stroll, Moers, etc. was misplaced.

However, until that day…

Imagine being Paul and making up countless IDs to login and thank yourself for the posts.

Imagine how sad that existence actually IS.

You'll be right Paul, time to buy some more AML shares.... Tel us when you will 'lose your faith' in AML this time around.

How long did it take you to think up the user name 'AML007', it's such a creatively beautiful and intelligent tag.

BTW what's your average? I am guessing the bottom, so around 60p? You always sell at the top and buy at the bottom, but NEVER TELL ANYONE AT THE TIME! It's hilarious.

Which bit of it is nonsense Berrin? It's quoted directly from the RNS, or are you accusing the company of lying?

Either way, it's written/online defamation, which you know is illegal, don't you?

I just unfiltered AML007, what a borefest of unintelligible passive aggressive gibberish.

Below are 2 x DIRECT QUOTES from the H1 RNS, unaltered, so I hope he can understand it.

AML have been drawing cash from this credit agreement over the last year, and now they have borrowed 160m of the 170m, AS I STATED.

When you lose hundreds of millions every year, you have to raise cash from somewhere.

Now the RCF is almost fully drawn, there can be no more, and it needs paid back in 2028.

I do hope this puts it to bed, but the pedant probably wants another argument because someone dare criticise his beloved company which cannot sustain itself. Let's argue over the semantics of the phrase "cash raise". The clue is in the name. Rather than admit that, he flaunts his charlatanism, but never offers any advice himself. Just attacks, which prove to be wrong. Cool, keep it coming old chap.

For the record: A CASH RAISE IS A CASH RAISE. whether that is from shareholders, RCF, or selling the family silver (or stake in F1 team).

I wonder if "Paul" will raise cash on his own credit cards to fund his AML shares deficit?

Remember when his faith would evaporate at £15? Morals of a diseased alleycat, and deserves every penny of his loss :)

QUOTE:

The Consolidated Statement of Financial Position as at 30 June 2024 has been restated to reflect a prior period adjustment in respect of the presentation of the RCF from current to non-current. The carrying amount of the RCF at 30 June 2024 was £88.1m net of unamortised arrangement fees of £1.9m. At 30 June 2024 £90.0m of the £170.0m RCF was drawn as cash.

2. Included within loans and other borrowings is the balance drawn on the Group's £170.0m RCF. At 30 June 2025 £60.0m of the £170.0m RCF was drawn down in cash (30 June 2024: £90.0m of £170.0m facility, 31 December 2024: £10.0m of £170.0m facility). £5.9m of the RCF has been reserved for the issuance of letters of credit and guarantees (30 June 2024: £5.9m of the revolving credit facility was reserved; 31 December 2024: £5.9m was reserved). The loan is presented net of amortised transaction fees of £1.3m (30 June 2024: £1.9m; 31 December 2024: £1.6m).

Https://ssoreport.com

Berrin, If you think my post is nonsense, it will be easy to prove me wrong, so go on then.

prove to me AML are NOT selling the stake in the F1 team, AND they have borrowed 160m or the 170m available to them on the expensive revolving credit facility.

]And also, while you are at it, HOW are AML going to repay that credit facility when they lose hundreds of millions per year?

Looking forward to your comprehensive answer, which won't come. You'll quote some piddling Law to avoid answering, AGAIN.

Charlatan

You’ll be right.

Top up time Berrin, let us no ow what time you buy and what price.

They are selling the f1 team stake and taken out 160m of the 170m revolving credit facility to avoid a raise.

Raising cash is raising cash, lots of ways to do it.

And I will keep reminding you.

I bet you are short and just trying to wind me up on purpose.

Otherwise you just have too much time on your hands and say nothing useful.

Standard

Can you say anything useful?

Loss increases 42%

Revenue DOWN 34%

Gross profit DOWN 54%

EBIT DOWN 33%

Net Debt UP 15%

AML have now used £160m of the £170m revolving credit facility, which is the company credit card and expensive short term debt. How do they repay this?

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

Decrease in net cash £230m in 91 days, that’s £2.5m per day CASH BURN

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

The is so normal for LSE BBs: An idiot claiming everyone else is mistaken.

Good for you Stockcompass, you've believed in the company the last few years, and it has destroyed 98% of your wealth. Anyone who is positive on a 98% loss must not mind looking utterly foolish

AML loses hundreds of millions per year, has an interest bill of 150m+ every year, selling fewer cars then when Stroll bought them (after a brand new lineup released last year) has raised prices before raising again due to Tariffs, debt 3/4 times that if when Stroll took over, China market has utterly collapsed and will NEVER be regained, Europe % UK about to go into recession, most luxury items are struggling, and they have resorted to selling the family silver to keep the lights on.

Selling the stake in the F1 company and borrowing 160m of the 170m available on the expensive revolving credit facility.

No other company tales part in a fund raise for good reason now, they KNOW there is no return on that investment.

The market now knows 99% that AML is an absolute car crash and cannot be saved. So many have tried and failed, its time to give up trying.

Either that, or he is a paid poster. I am unsure if someone can be so stupid to invest and still think it was a good idea after a 98% loss. So paid poster is a real possibility.

Why didn't you highlight this bit? Biased much?.....

One analyst believes Aston Martin could go private to further bolster its financials.

"Going private is being considered as a potential path forward," says Orwa Mohamad, an analyst at Third Bridge interviewed by CityAM. "Our experts say simplifying the ownership structure could improve agility, attract long-term partners, and reduce the administrative and financial burdens of public listing."

Aston went public in October 2018, with a stock price of £19 ($25.30), valuing the company at $5.76 billion. Right now, shares are trading at just 71 pence ($0.94), for a valuation of $1.01 billion, according to Hagerty.