RE: Utterly grim results30 Jul 2025 12:37
Larry, see when you raise your prices 7% (ASP) ad revenue drops 25% that usually means you're charging too much for your product. How long will Hallmark last now?
Another 3% price rise now to cover off the US tariffs, so the company is on the hook for the other 7%.
As soon as the US tariff quota 100k cars is hit, the tariff rate will be 27.5% for the rest of the year.
Expect every company, but especially JLR because they sell 75k cars to the US, to load up quickly in the year. Q4 could be ENTIRELY made up of 27.5% tariffs. Game over.
Those Valhalla sales at the end of this year and next will be falling off a cliff.
Who is going to buy one at any point in the year, not knowing if they are getting a 10% or 27.5% tariff?
Trump just screwed Stroll, royally, with sprinkles on top.
I used to give AML a small chance of success, I think that has almost completely extinguished now.
4000 car sales per year is the real run rate, which is nowhere near the 10,000 Stroll promised when he took over, he has actually sold fewer cars than when he bought AML.
The biggest Charlatan of them all, walks away with profits from the bonds, and vaporises the equity and equity holders.