Roundtable Discussion; The Future of Mineral Sands. Watch the video here.
the discussions are not very rational today. There are still strong reason to stick with AML but the market conditions have worsen this week. There is a lot of uncertainty with no deal brexit, and it’s obvious that it will effect manufacturers short and mid term, plus it is not good for the sp anyway. Think about it. Many of AML car parts have to be shipped from Daimler to the UK factories. I am sure AML prepared for it, but there can be issues with deliveries... Besides that AML always had and still has weakness. Debt, outdated interior and display design and no ev or hybrid. Considering that they are targeting the top customers with exclusive demands, you would’t like to sit in a car with interface design dating back 6 years. Let’s face it, it not as cool as Porsche. The good thing is... AML management looks really strong now. And Daimlers commitment is promising. But we don’t know the details. The brand value is high, but that is intengible. Same with F1 and James Bond... that does not directly sell cars. Summary: I was invested in AML @52p and got out @ 80p. I will continue to look at it’s development. AML is a damn cool brand and has a lot of potential. But right now, I do not want to go back to 40p again. One thing that always struck me... maybe this is just a too emotional investment and to buy it at 50p was kinda nobrainer. But onfortunately this year all the logic and well thought through investments have been the lame ones for me. Tesla, Zoom... you name it, overpriced ipos eg Snowflake they all gone through the roof. Following the herd has been the better strategy last couple of month. I hope for all AML investors this trend gonna change in early 2021. Dbx sales hopefully turn out well. cya
Hi everyone,
sorry for this off-topic question. I would like to ask if any experienced trader could explain this:
AEVA, MAKER OF THE FIRST 4D LIDAR ON CHIP, TO BE LISTED ON NYSE THROUGH BUSINESS COMBINATION WITH INTERPRIVATE ACQUISITION CORP.
what does it mean? through business combination with...?
I am interested to invest in this lidar company, but it seems they are not @nyse yet. Would be cool if more experienced investor could explain me this. do i have to invest in Interprivate Aquisition Corp? or just wait until Aeva has its own ticker?
https://ipvspac.com/news/aeva-maker-of-the-first-4d-lidar-on-chip-to-be-listed-on-nyse-through-business-combination-with-interprivate-acquisition-corp/
https://aeva.ai/investors/
https://aeva.ai
ps this is not a ramping or buying trick. Just look for an experienced feedback. Although I personally interested in Lidar tech.
thanks!
@tinypie thanks for your feedback. following your explanation, it should be quite unlikely they have to pay penalty. Isn’t it easy for them to keep the price above 62 for these timed events? On the other side, couldn’t one argue that this penalty is a bit blurry? What does Merc holding 20% in the near future benefit from a penalty payment? To me sounds like they stabilze the price towards 62+ by sharing this information. I might just load more shares as long it stay below 62.
following this part of the conversation...
Lawrence Stroll: I'll start with the last one. We think and know that the technology given is of a value that if we would have sourced on our own would have been a considerably greater expense. The second question was yes, if the share price is below the 60 - I believe it is c.62p - that we would have to pay the difference between 62p and anything below that. We are obviously quite confident we will not see share prices below, but instead well above the 62p mark. So, we’re quite confident that's a non-issue for us. And what was your other question? I know there was three.
would you interpretate this as a buying order, once sp drops below 62p? knowing AML would not like to keep the price below for too long, in order to avoid compensation payments to mb?
Why would they openly talk about this? sounds almost like a guaranteed price of 62+ Doesn’t make much sense to me.
Looking fwd to your opinion.
in case you feel the same... q3 q&a transcript
https://amsc-prod-cd.azureedge.net/-/media/corporate/documents/results-centre/2020---results-centre/q3---2020/aston-martin-lagonda-q3-2020-results---transcript.pdf?rev=be7cd3f191a44323a3830a70c6830f58
the good news...
mb 20% in Aml, strategic partnership, long-term aml more robust, media attention, dbx sales, factory working ...
the bad news...
the market is down, covid fear, daytraders, volatility, us election, end of the year, a lot of uncertainty...
I’d guess this year won’t be groundbreaking for aml, but long-term it looks much better. although mb is not in a position of strength. the whole car industry struggles. aml chances depends on china sales and general desire for luxury goods. you can sell in crisis
conclusion...
it’s all about patience.
excited about nov 12th results. maybe all fake
https://www.aei.org/foreign-and-defense-policy/wheres-chinas-money-disappearing-to-version-7/
We should see the following scenario: AML sales recover, won’t be groundbreaking but good enough to survive and give time for the management to work on new products. In the meantime luxury items such as Aston will do ok in the crisis. Too much money out there...
Lets ask a simple question: If you were a billionaire, how much would it be worth for you to buy AML? I would be ok with 2Billion. The brand alone, the heritage... it will be worth much more in the next 5 years. If they can do better than previously.
That’s why Stroll got us a new team.