RE: AML Averages – Facts vs. Fiction29 Apr 2024 11:09
I am not short. Stop believing the criminals on here saying so, and listen to critical evaluation for once in your life.
People have been screaming turnaround since IPO, and AML is down 95%.
AML is burning through c.£400m of cash every year, and need to cash raise to sustain itself, because of economies of scale. It just can't do it on it's own.
Look at the DB12 software issue. Massive problems because they probably have a team of 20 working on it. Bentley, for example, have near unlimited resources for that kind of problem because they are owned by a huge multinational. Creating new software for every car in a multinational is cost effective because it's shared across every car in the range.
You are a sheep? You follow big companies' investment and invest just because they invest? Are you crazy? You know PIF are massively down on most of their recent investments? Check Lucid for one. You know Geely are in a tight spot right now because they have over-invested badly? If they got the chance to takeover AML with it's £1.3bn in debt they would probably have to decline right now.
Tell us all how AML will make enough money to pass back to shareholders?
Stroll has been promising FCF positive for years, and it gets put back every year.
Jam tomorrow, plain and simple.
Happy to hear your thoughts on all of the above. Let's keep it professional/on point and stop the conspiracy theories and name calling, it's not a good look and does nothing positive for the share price.