Member Info for c2645sg

Why would ANY company buy AML when they can take it for free?

I told you all, stroll will run this into the ground.

With your 450k 'investment' in AML a few months ago, you would have been better off buying a car. At least you get to enjoy it when it depreciates 100k in 1 year, unlike the shares, they are pure unadulterated misery.

Are you still holding them all, or sold out on the quiet?

The cheap covid money is long gone, everyone has spunked it.

Now we're looking at tariffs, recession, higher interest rates, stagflation.

And stock markets are near record highs and valuations.

AML will sell nowhere near 6000 cars this year, the order book is only 5 months long, and I bet that's artificial to make it look better than it is.

Hard hat o'clock.

Hope is not a strategy.

This mentalist has just bought AML shares thinking they are cheap, right before Trump declares his auto tariffs.

Prepare for some ramping from them over the next few days as the worry increases.

AML is hardly a bargain if tariffs of anywhere near 25% are introduced, and/or another cash raise is around the corner. I'd say there are high chances of both.

Beware.

You worked in finance but can answer a simple question, why 20%?

Are you expecting 20% dilution, therefore raising 20% of the current market cap, therefore £144m?

You do realise they added to the bond debt for half the last raise, so how can you be sure they won't do the same again?

Works in finance and hasn't worked out that the discount amount is roughly the same as the dilution.

I smell BS.

Tinners, I asked for mathemtaics. Why a 20% discount?

You sound like you're just making it up cos it's a nice number.

Tell us all exactly why it would be a 20% dilution?

Give us your mathematical thinking on a 60p raise.

I can tell already it's pie in the sky nonsense.

You tell someone else not to invest, but you are willing to bet £50k at 60p.

Mental.

Never mind, the DBX F1 edition will be out soon.

That will solve everything.

Stroll, buy some shares.

Hallmark, BUY SOME SHARES!!!!!

It shows the level on intelligence on here when investors in AML take credit for a competitor’s results.

Almost unbelievable amount of naïveté.

It made it back to 75p I see. This share is doomed.

All the fanboys can do is attack anyone who disagrees with them, because there are no positives they can post.

Only yourself to blame.

You bought in yet? ;)

I have, the order book is only 6-7 months for the new cars you are raving about.

LOWER than it was for previous models.

Plus the internet is loaded wit MANY unsold cars across the world.

Thoughts?

Did you read the end of year results?

Sales down across the board.

Let’s all listen to the idiot who bought 450k shares at 110p.

Ramping won’t work.

How long before the 210m raised in November runs out?

Https://www.cars.com/shopping/results/?makes[]=aston_martin&maximum_distance=all&models[]=aston_martin-db12&sort=list_price&stock_type=new&zip=

USA:

198 DB12s, 141 are brand new.

96 new Vantage

https://www.autotrader.co.uk/car-search?advertising-location=at_cars&homeDeliveryAdverts=include&make=Aston%20Martin&model=DB12&postcode=WC2A1AA&sort=price-asc

UK:

40 DB12

19 new Vantage at around 165k because brand new prices are way too high.

No wonder the ASP is down, they can't sell enough new cars at inflated prices, so have to sell them on autotrader instead.

No wonder used prices depreciate so quickly, too many brand new/2000km cars for sale online.

A US recession and/or tariffs will devastate Aston Martin.

Loading stealers with even more cars can only last so long. US consumer are already halting purchases to see what this year brings.

Https://www.investing.com/news/stock-market-news/aston-martin-outlook-revised-to-negative-by-fitch-maintains-idr-at-b-93CH-3930052

AML remains heavily exposed to the potential introduction of tariffs for imports into the US, a market that represented 37.3% of total sales in 2024. Any increase in import costs into the US can have a significant impact on AML’s profit-and-loss (P&L) statement and cash flow.

AML has received almost GBP2 billion in equity support from its shareholders since 2020. However, further delays in execution may pose a challenge in funding additional cash shortfalls. Compared to McLaren Holdings Limited (MHL; CCC+), AML has the highest leverage and weakest FCF generation among Fitch’s rated auto original equipment manufacturers.

The recovery analysis assumes that AML would be reorganized as a going concern in bankruptcy rather than liquidated. It leads to a ranked recovery for the senior secured debt of ’RR3’, supporting the ’B’ debt rating at one notch above the IDR.

AML’s liquidity is viewed as appropriate, but there is an increasing risk of additional external funding needs if the company cannot execute its product launches and significantly reduce its FCF shortfall in 2025. This is despite the company’s GBP360 million cash on its balance sheet and a largely undrawn super senior revolving credit facility (RCF) of GBP170 million at the end of 2024.

210m raised in November won’t last long, when is the next cash raise?

I do love this site, the more green boxes I see the more I post. Someone is obviously triggered, and the bonus is I can’t hear anything they are saying! Bingo!

I am not claiming I made money on anything though, that's the difference.

My trades are no-one else's business, and I don't punt them or ramp any share to influence others.

Unlike you.

Do let us know when you buy AML.

“Bond holders will get their money back but not sure about PIs” …. Then you tell us you want to invest?

Are you compos mentis?

German cement, hah.

What did you buy and what price?

Stille..... this time let us know when you buy AML, and at what price, otherwise no-one will (or should) trust you.