Member Info for c2645sg

Supply chain issues is nonsense. They promised what they can't deliver, all talk, no action.

They raised prices when they shouldn't have, sales are tanking because of this.

No rich person wants to spend more on something that depreciates faster than before.

CEO and CFO both refused to give any guidance for 2025, tells you all you need to know.

Clueless.

Imagine what a cash raise will do to the price, it would need to be at a steep discount. What are the alternatives, more bond debt? Private placing with their rich owners? hahaha.

Sure Noah. No CEO can turn this around, it's a basket case.

Massive cash raise incoming.

They raised £135m in early August and burning through £2m per day. Early to mid October they are out of cash again.

£1.30 will look expensive pretty soon.

Chesil, what was that you were saying about me creating... 'fog'...?

Idiot.

Kitty, you'll get much cheaper than that, after a cash raise.

Not long to wait, give it a month.

I don't believe a word you say Noah, and neither should anyone else.

Massive cash raise coming, I calculated AML running out of cash in October, no way can they make it to 2025 without one.

Crownman, there are none as blind as don't who don't want to see.

There will be a huge cash raise incoming.

I calculated October for running out of cash, no way can they make it through to 2025 without one.

Adrian, welcome, your first job is .....

AML007, Paul, where is your smug little face this morning?

Laughing out my ass.

Changed his tune pretty quickly.... another charlatan!

BullishAML

Posted in: AML

Posts: 14

Price: 163.30

Strong Buy

I don’t quite understand any negativity because if I wasn’t invested in this great company I wouldn’t even be interested in reading and looking at these threads..

You were all saying the same thing when the DBX was launched and look how far short those sales fell, almost half the original estimate, and that was loading dealers full of them.

Who decided to update all the cars at the same time? Stupid decision.

You’re supposed to cycle through them, so when the economy slows only one model gets hit, not all of them.

Q3 will be awful, and AML running out of cash again..

How long before the next cash raise vorlich?

Great reviews don’t trump economic headwinds or geopolitical issues like sales in China slumping.

Q3 gonna be ugly….

How much cash do AML have left, any takers, who wants to guess? ;)

Wrong again. Driven.

All_Shook_Up

Posted in: AML

Posts: 36

Price: 360.40

Buy

RE: Aston Martin expected to post second quarter profits of £41m19 Jul 2023 18:00

Like I said before, if this isn't at £4.5 in a couple of months I'll be gobsmacked.

You're a red herring....

All_Shook_Up

Posted in: AML

Posts: 36

Price: 353.60

Strong Buy

RE: order book concerns26 Jul 2023 11:03

I am convinced that Q3 and 4 will accelerate orders and demand. The fact that the business has invested already so heavily already in the new model engineering and styling, let alone the R&D investment and design for the future model line-up, yet has managed to lower debts so significantly, really shows what progress is being made. If this continues I do not see the targets a problem at all.

Https://www.cnbc.com/2024/09/23/luxury-stocks-slip-as-fears-grow-of-a-prolonged-downturn.html

What's the net debt Berrin?

You don't have to calculate anything, just read an RNS.

So, let's take the average of £114m positive cash flow for H2.

Q3 consensus is NEGATIVE £51m.

Therefore Q4, has to be FCF positive to the tune of £165m when they have to pay debt interest of c.£60m in one payment.

More chance of a bus to the moon.

The same analysts were saying £4+ a share not so long ago too, that didn't work out so well, did it?

Berrin trusts city boys with his cash, that's why he is well down on his investment.

The same Berrin who accused me of getting net debt and a whole list of other things wrong, then I was right.

Read back on his posts, wrong every time.

At least we know why...

Berrin

Posted in: AML

Posts: 29

Price: 176.70

No Opinion

Hello3 Mar 2024 09:35

I bought shares and also did some trading, last month.

Average consensus for Free cash flow is MINUS £51m for Q3.

Then the debt interest payments are due in Q4, around £60m payment, so anyone who expects FCF positive in H2 is not to be trusted.

Https://www.ft.com/content/a5c295ee-786a-4bc3-8b2b-71ff82faee88

Shares in Mercedes-Benz fell by more than 7 per cent on Friday after the German carmaker lowered its full-year profit outlook due to a “further deterioration” of Chinese demand.

Mercedes-Benz is the latest German carmaker to raise concerns about weak demand in China, the world’s largest car market, which all of the country’s auto groups are heavily reliant on for sales and profits. The company on Thursday said sales in its “top-end segment” had been particularly affected, delivering a blow to its strategy of so-called premiumisation. Mercedes-Benz has been attempting to develop and sell more expensive, high-margin cars that it believed would be less vulnerable to macroeconomic fluctuations.

The company added that it did not expect Chinese demand for higher-priced cars to recover in the latter half of the year.

In July, luxury-car maker Porsche also issued a profit warning, reporting that sales in China in the six months to June were down a third from the previous year.

Mercedes-Benz on Thursday said GDP growth in China had “lost further momentum amid weaker consumption as well as the continued downturn in the real estate sector”.

The group’s full-year earnings before interest and tax are now expected to be “significantly below” the €19.7bn that the group reported last year, compared with previous guidance of “slightly below”.

The link was posted by Livestock in the message before mine, Noah.

I can't help it if you don't read links properly.

Q3 posted on October 30th, and sales are still lagging. It won't be pretty.

"HSBC’s Tyndall is more circumspect, particularly around Stroll’s use of the word ‘sustainable’. The roll-out of new models means cash flows could be positive by the year-end, but this is off a big volume boost as most of its range is being refreshed at the same time. This means there is a cyclicality risk, “because in 18 months’ time, no-one’s going to really want a DB12 that’s two years old”, Tyndall said.

Aston Martin’s shares have halved over the past 12 months, but this doesn’t make it the bargain option. Analysts don’t expect the company to generate a pre-tax profit for another two years and the company trades at an enterprise value of 8.2 times Ebitda, above Porsche’s 6.7 times, albeit well below Ferrari’s 32 times.

Aston Martin’s enterprise value includes its £1.2bn debt pile, though, and if free cash flow proves not to be as sustainable as Stroll envisages, there is a risk that the company will once again need to tap shareholders. As any supercar owner knows, keeping something on the road can be almost as costly as buying it."

No-one believes a word you say. When you announce your buy on the day, we might start to believe you.

In other news....

https://auctions.hampsonauctions.com/auction/lot/lot-60---2024-aston-martin-db12/?lot=1911&so=0&st=&sto=0&au=26&ef=&et=&ic=False&sd=0&pp=96&pn=1&g=1

Sold for £128k plus VAT. Pretty huge price dent for a brand new DB12.