Member Info for c2645sg

Feeling better now you're keeping bricks and mortar and staying out the market? Chortle...

No other action will be neccesary if the bond market implodes.

Hard times create strong men. Strong men create good times. Good times create weak men. And, weak men create hard times.

From the FT article on ports filling ups in the US this morning..

No RNS yet....

"Some brands such as Audi, Jaguar Land Rover and Aston Martin have suspended or minimised shipments to the US for April as they bet that their current inventory there will tide them over in the short term"

US Bond yields turmoil, this is about to get nasty, liquidation event in some form.

https://www.marketwatch.com/investing/bond/tmubmusd10y?countrycode=bx

14% down.

HereKittyKitty

Posted in: AMLPosts: 8,516Price: 66.10No Opinion

RE: See the £0.50's28 Mar 2025 14:52

Don’t care nabbed more at 65.99

You keep jabbering away doing nowt

Asian markets down 10% and US futures tanking.

Love to see idiots getting rinsed when I sit in cash. Popcorn o'clock.

Countach Posted in: AML Posts: 582 Price: 62.75

RE: AML in the US & China4 Apr 2025 17:03

Well, I spent the afternoon scooping up stocks on the dip. Left enough in cash in case next week has even better bargains.

This is not going to be over quickly, it will be at some point though.

Https://www.theguardian.com/uk-news/2025/apr/06/it-would-affect-the-area-massively-fear-in-solihull-as-home-of-jaguar-plant-awaits-impact-of-trump-tariffs

Prof David Bailey at the nearby Birmingham Business school describes the trade war as “nothing short of a perfect storm” for the European and UK auto industry, which was already being squeezed by falling sales in China, stagnant demand in Europe, and slow electrical vehicle (EV) (EV) take-up.

“Much of UK auto is already operating well below capacity and the tariffs will be a further hit for a struggling industry,” Bailey said. “Production cuts and job losses are likely. The UK government has yet to unveil its industrial strategy – this is urgently needed to help shore up the industry.”

Previous CEOs had the relative luxury of things not being as bad as they are now.

Hallmark will probably have to decide on keeping 2 plants (G@ydon & St Athan) open for Aston Martin production.

Stroll has to admit defeat soon, his 5 year tenure has been utterly atrocious, 2025 will be another stinker of a year with massive losses and probably 2 more cash raises.

Trump did not create these tariffs just to back down on them 2 days later. They are intended to bring manufacturing jobs back to the US.

He has been supporting tariffs for DECADES. If you think he is the type of guy to back down on something, then continue buying shares this week. You'll be right!

(Even although your own words from previous posts just how consistently WRONG you are).

"C2645 talking broken biscuits as usual.".

Both articles I quoted were form the FT, please read carefully next time.

Wrong again.

Countach

Posted in: AML

Posts: 574

Price: 106.00

No Opinion

RE: Blumen shorters!29 Jan 2025 07:42

C2645, the SP will go higher, investors will have more money. You will not.

Get used to that fact, it is of your own doing.

Currently 8p to sell, another almost 50% loss

Countach

Posted in: CRTX

Posts: 574

Price: 12.00

No Opinion

Invested19 Dec 2024 11:45

Well, despite the low cap and lack of solid history I have just bought in.

The reason, I lost a good friend to a brain tumor and know of many more.

The reason, it could not be treated.

If this helps others then its money well spent.

It is a growing issue, so also has a lot of sales potential.

Countach

Posted in: CREO

Posts: 574

Price: 18.60

No Opinion

RE: Bought this morning .30 Dec 2024 23:42

I added some more today.

Once news of the £30m arriving comes I see 24p +

Then if that gets followed up by anything positive progress wise a further jump.

Nothing is certain of course but in the current market Creo looks a decent triple jumper for those who can handle a bit of risk.

Current price to sell, 11.50p. Losing 50%+

Be careful who you listen to folks.

Countach

Posted in: CREO

Posts: 574

Price: 16.125

No Opinion

RE: 202520 Feb 2025 10:40

Looking like SP has passed its bottom level now. 🤞 it will now hold & climb

Countach

Posted in: CREO

Posts: 574

Price: 17.00

No Opinion

RE: 202517 Feb 2025 16:37

Price will creep back up I think.

I have noticed on quite a few trading statements lately, even pretty good ones the SP has dived.

It is the get rich quick mentality, if not a Nvidia type boom in profits it doesn't meet expectations 🤔

Suits me as I have bagged the value shares and quickly been up.

Countach

Posted in: CREO

Posts: 574

Price: 17.25

No Opinion

RE: Trading update17 Feb 2025 12:13

I have topped up at this price. Ok, not this year but I see 70p+ in the future.

It should be at least in the 20s right now and climbing on each new user

FT:

The shares still feel like an investment for racing hearts rather than cool heads. Since its public flotation in 2018 at £19 a share, Aston Martin has burned through £2.2bn in cash and raised more than £3bn in additional capital on seven subsequent occasions.

China’s economic slowdown has cooled a promising growth market. And US President Donald Trump’s 25 per cent tariffs on imported cars — AML’s plants are in Wales and Warwickshire — are going to dent its biggest single market, worth some 30 per cent of sales.

Chief executive Adrian Hallmark, brought in by Stroll last year, said this week that he plans to counter the impact of tariffs with a combination of cost cuts and price rises

Yet, even so, it is hard to imagine the carmaker regaining much lustre amid tariffs and potential demand destruction.

Investors hoping to see a bump in the share price are left pinning their hopes on takeover speculation

Jaguar Land Rover has suspended all shipments of cars to the US for a month, as disruption to global automakers’ supply chains rapidly spreads in response to US President Donald Trump’s punitive tariffs on vehicle imports.

The producer of the Range Rover and the Land Rover Defender, which is owned by India’s Tata Motors, is highly exposed to the tariffs since it generates almost a quarter of its sales in the US but has no local manufacturing capability in the US.

Bear markets don't bottom with PEs at 19x.

Institutions are deleveraging/margin calls, but retail investors haven't capitulated yet.

Stroll's cash raise at 70p looking idiotic.

I guess he doesn't really care when he owns so little of the company.

Bricks and mortal all day long.

One thing Trump has is huge b@lls....

$9.2 trillion in debt needs refinanced in 2025.

1 basis point drop in 10 year bonds equals 500billion saving over 10 years.

Spook the market, everyone runs to T-Bills, reducing the rate, all deliberate.

Debt is still too large, so get Elon/doge in to cut costs in government, saving 1 trillion by end of 2025.

Tariffs make US imports more expensive, so US production will step up to fill the gap.

US factories can’t be built overnight, so tax cuts are floated to keep the US people onside.

Dollar devalues, which make imports cheaper, and tariffs bring in extra income to offset the losses.

For other countries, deals must be made very quickly with the US, otherwise it's even more pain. You can't outdo the US, they hold al the cards and will punish you even more.

In US, steel, autos and textiles will win, tech retail and construction will lose

If it works, success:

Debt under control

US Manufacturing rises

Global leverage restored

Trumpism wins.

The risk is inflation exploding again, Fed would then have to raise rates.

18 months to find out if the gamble pays off, if it doesn't it's game over for Maga and an ominshambles for everyone.

...oh, one more thing..... GOLD!