Member Info for c2645sg

China sales cratered 57%.

What happened to the China only DBX? A complete flop.

When the world fully realises that they are loading US dealers with DBXs to even get close to sales targets, the shorters will be all over this again.

"£550m of 10% senior unsecured likely can be refinanced two points cheaper, balance of £100m 15% second lien."

Explain to us how they can refinance that cheaper, when that rate was taken out when interest rates were 0.25%.

AML are one of the riskiest companies in the FTSE, that risk is rewarded with a 10% rate. Now rates are much higher, and you are claiming they can refinance lower. Incredulous.

Tell us how....

Interest payments were lower ONLY because the pound vs dollar changed, the debt is in dollars.

The gross debt is exactly the same as it was.

AML have raised cash TWICE now, calming to reduce the debt, and it still stands where it was, virtually unmoved.

That is a fact, nothing anone says can change that.

Stop believeing what the company says it 'plans' to do and work out what it is doing.....

Raising more cash every few months to stay affloat.

How long has Stroll been here now? He has failed, even with all his bombastic hyperbole. Almost £2bn pumped into a lossmaking company under his tenure.

I have said all recent;y the biggest cash raise will be the one he bails out from AML. It's coming, and soon.

If it's early 2024, it will be an RNS in the next month.

Hence why no-one will buy the shares with a hugse dilution round the corner.

The major players took a huge chunk at £1.10 and sold them, ie Stroll/Yewtree.

Retail traders always lose out Crowman.

Who says Geely were 'happy'.

Stroll made them pay a premium, and now they are getting their own back.

Now everyone kows there is a cash raise coming, why would they pay 190p when they can wait for discounted shares?

They just told you they are going to raise lots of cash in early 2024.

When they raised the same amout of money as the market cap last time, the SP was £4.50 and the new shares created at £1.10 ish.

If there is another cash raise annoined today for example, what share price do you think the new shares will be placed at?

Sub £1 for sure.

196 to sell now.

Ouch.

And you call yourself metricsman.... delicious irony.

Level 2 is not showing what you say.

Are you making things up to protect your mad gamble?

It won't work, £2 to sell now.

If it breaks that, you are in real trouble.

The share price is getting a hammering too.

No wonder, telling the market you will be conducting a huge cash raise in 2-8 months is suicide for the SP...

"During November, we will be redeeming 50% of the outstanding second lien notes and beyond that, we intend to undertake a fulsome refinancing exercise during the first half of 2024".

Good for you, down over 5% today, you should top up if you are that sure.

Let us know when you do...

I did say there were problems with the DB12.

Now it's official.

Cash flow positive in 2023, hahahahah.... Larry should do standup.

2023 guidance (unchanged other than volumes):

· Wholesales: year-on-year growth to c.6,700 units (revised from c.7,000 units)

Nice to see F1 making all the difference that Stroll promised.

AML's bottom line is completely unchanged.

They need to raise cash every few months to stave off bankruptcy.

...and no wonder, they are still burning through cash to almost the same rate as last year.

£300m so far this year, £335m last year.

Gross debt and net debt barely moved, where did all the cash raised go Larry? You told us you were paying off expensive debt.

"During November, we will be redeeming 50% of the outstanding second lien notes and beyond that, we intend to undertake a fulsome refinancing exercise during the first half of 2024".

US deliveries of DB12 aint going to be until Q1 2024, so why would the Vantage be anywhere close to that?

If this breaks £2, support is at £1.

Q3 will be awful as the pound has slipped aginst the dollar again, therefore a negative impact on the dollar bond debt 'headwinds'.

DB12 problems/delays mean, no sales of that will be in the Q3 report.

Add a potential cash raise (it's always autumn) and I don't see much positivity here, the market agrees.

Whoever is selling, hasn't finished yet. I'd say they are selling to Geely, and Geely are more than happy to buy lower.

Brand schmand.

No-one's buying because Q3 results have generally been the time AML announce a cash raise.

£400m cash left at the last results, that only lasts a few months, so the next cash raise won't be far away.

Haha. I was warning everyone, and you were calling me the joke of the board at the exact same time you were selling all your shares.

Classy.