Member Info for carpymick

Contrariankiks/C26...I am not going to enter into a squabbling match with you but will just say this - YES I do think we will increase sales to meet our 10,000 target by 2025. The reason I believe this is because 1. I expect DBX sales to increase significantly with the intro of the straight 6 hybrid and the 707. 2. I expect sports/GT sales to surge following them being thoroughly reworked next year. 3. I expect demand for the mid-engine vanquish due late 2023 to be high. 4. All supplemented with an ongoing programme of specials. I expect cash will reduce this year but will then stabilise and start to increase in 2023 when we start to make a profit and we will also be in receipt of high volume of deposits for the new models that will be available. This is all my opinion of course which is why I am invested. No doubt you will argue about the effects of the war, inflation, bear markets, recession, debt etc etc but I am not being drawn into a tedious argument...life is too short for me to be bothered. I've said my piece, results on Wednesday will give an indication on how things are going. Good luck all LTHs.

Thanks for your posts Paul. Once again proving that C26 has no credibility.

I am NOT a lyer and take exception to being called one, especially by you. This looks like a 'buy' to me. The RNS states 'An acquisition of voting rights'...acquisition to me means they have 'purchased' or 'bought' however you want to describe it, they have certainly increased their holding by another £800,000 shares! Regarding their loan of 57,735 shares...worst case scenario is that they have shorted these, but maybe there's another explanation, I don't know. But let's get it into context...they hold over 11 million shares!! So if they have shorted 57 thousand, it is a drop in the ocean compared with their holding and represents approx half of 1% of what they hold.

As I have said before, I only have one ID. The RNS was issued 28.08.22.

It isn't worth arguing with you. You know what I mean and all the other readers do too. This is nothing like the lockdown 2 years ago when the whole world was affected and we had to furlough staff. This time we have the rest of the world to ship our cars to so all our staff will be fully occupied building cars for the people who can take delivery. We have a 6 month+ order book which is probably growing with the intro of DBX707, so no shortage of cars to build and deliver. China will get over the Omicron problem in the next few months one way or another. At some point they will probably change their zero tolerance policy like the rest of us as even they cannot sustain a lengthy lockdown and certainly will not want to do so.

I agree there is likely to be some impact which is why I said it wasnt good news for us. However, I expect it to be small because we should be reallocating resources to build cars for the countries where we know we can deliver to.

Admittedly, lockdowns in China is not good news for us or the world economy as a whole. However, you have to consider exactly how this will affect us. We currently have at least a 6 month order book which should see us through the temporary slow down in China. Chinese who have their cars on order will not be able to collect their car whilst in lockdown but, they will still collect it when lockdown is lifted. In the meantime, AML will reallocate resources to building cars to meet American and European orders, so we should still be able to deliver just as many cars. We also have to look at why China is locking down and how long it will go on for. Apparently, the majority of their working age population is vaccinated, but only 57% of their more vulnerable elderly are, hence the lockdowns. You can be certain that they will be on this now and rapidly vaccinating the elderly. Also, you have to look at how rapidly Omicran spreads. This will quickly move through each city where it becomes established, and we have seen ourselves that it soon reaches a peak and then subsides so that lockdowns can be lifted. The saviour for us during this period is the fact that we have a solid order book to see us through. Invesco obviously don't see it as a long term problem, having just purchased another £800,000 shares.

Invesco have increased their holding again by 800,000 shares just before Q1 results. Obviously expecting the results to be positive:-)

Thanks for that Noah. A current SP valuation of £15.70 by Simply Wall Street, certainly seems more realistic than our current SP. I scanned through the data contained in the article and one thing caught my interest...Blackrock who are the second biggest shorter of our share, also hold £107million shares in our company! It looks like they have a belief in the future of the company and have been shorting during our bad times to balance their books. I expect they will close their short in the near future as our sales and revenue ramp up.

Another great review by Bobby Ang. He absolutely loves the 707...says it is far superior to the original DBX on every measure. Beats the Uris on power and handling and beats the Bentley on comfort. I've watched every review I can find and they all think this car is fantastic
https://youtu.be/0GDlT3JNDnY

Just catching up on the BB today as I've been busy. I don't think anyone has answered your question Noah...the 707 is NOT a limited edition. You'll be pleased to know it is a core model and I am sure it is going to be extremely popular. Q1 results are out on 4th May so I'm sure we will hear something about the orders then. Just 3 weeks to wait :-)

Hi Arnold. Only you can decide whether to invest in AML or not. You have already suffered the same fate as the rest of us though, being insulted by C26 lol. If you don't agree with everything he says, this is what he does unfortunately. His main issue with AML is the debt and if you dare to hint that it can be managed, he gives you both barrels. In his last post to me he insinuated that because I'd
said I expected interest payments to be much lower by 2025, that I didn't understand rising interest rates. Of course I was meaning that we will have re-financed by then as I have repeatedly said. C26 makes out we will never be in profit but that is nonsense. Our ASP is increasing and will do so significantly over the next 2 years and I think we will easily meet the target of 10,000 cars p.a. We may not match ferrari, but we will substantially close the gap. Stroll likes to under promise and over deliver and I happen to think that's what will happen in 2025. I think we will see a significant increase in DBX sales this year and then next year I think the increase in sports/GT will be MASSIVE, plus we will be getting vanquish which will be another core model added to the range. Just typing this gets me really excited because there is so much to come in such a short period of time! I trust Tobias Moers 100% , he is doing an outstanding job and contrary to what C26 says, he is going nowhere...more fake news, months ago.

I am NOT a multi ID, there is only one of me. Thank god says my wife lol. As for part suppliers suing for none payment...that seems highly unlikely if you look at Son-of-Swiss Post at 11.04 yesterday. 'Surface Transforms' are busy recruiting more staff to meet increased demand for parts from AM...would they really be doing this if other suppliers weren't getting paid? NO.
What I am saying is not spin, it is facts about the direction in which the company is headed. A pipeline of outstanding high profit margin cars...all fact...check it out.
Tobias Moers the CEO is running the company, not Stroll. One of the best CEOs in the car business...fact...anyone doubting this please DYOR to confirm what I say. The court case...I can only tell you what Charlotte told me...again fact. She is head of the department that Branden works for.
I admit I can't show exactly how the company will make a profit, too many unknowns, but with the pipeline of new vehicles, I am convinced they will and Stroll tells us well be in profit next year...I believe him.
C26 thinks he is showing us how they won't make a profit but he is basing it on current figures for interest and D &A and using those for 2025. I expect at least the interest figure if not both, to be significantly less by then. People need to understand C26 motives here...he is trying to drive down the value of the share for a reason. There can only be 2 explanations for that...either he is shorting the share himself or he is being paid by a hedge fund. There's no other reason he would put so much time and effort into this. I certainly don't, I just get involved from time to time...check me out by all means. I've had enough of arguing for now. Take care all LTHs

Myluck...The fact is you either believe in the future of AML or you don't...I'm a believer. At the moment it looks like a lot of people may be listening to C26 and selling up which is a shame because if they had been following this BB they would have seen how he has repeatedly been proved to have zero credit and should not be believed. What people should be paying attention to is the increasing sales, reducing losses and future potentiel
So, you may as what POTENTIAL? So here we go...We have just this quarter started selling the V6 DBX hybrid in China. This comes in at approx £40,000 less than the normal DBX mainly due to taxes, and is expected to be very popular. We have just started delivering valkyrie...225 cars priced at £2.5m for base valkyrie and about £3m for valkyrie Pro and spider. Then we have the DBX707, the fastest luxury SUV in the world and it goes on sale this month. This left the lamburgini uras standing in a drag race and is expected to be in huge demand, stealing sales from the uras. Later this year we have the vantage V12 which is already sold out with a base price of £250K. Then early next year all 3 sports/GT cars are being completely redesigned including new interiors with brand new infotainment systems. These have been long awaited, and you can be certain that demand will be high. Then at the end of next year we launch the new mid engine vanquish which will be a core model priced at about £250K. In 2024 we have the valhalla limited addition...700 cars at about £700k each. All the new cars will bring at least 40% profit. Cars that previously only made a profit of 20%. Lots of efficiencies have also been made to the business over the last year which we are only just starting to see benefits from this year. C26 goes on about debt, but we will have refinanced in the next couple of years and will then be paying it down. He also goes on about the court case. I have spoken to Charlotte who assured me nothing has changed since July last year and they do not recognise the figure of £150m that C26 talks about. Everything that I have stated above is factual. Don't believe that this company can't make a profit. We are still at the start of a journey but things are going to start to improve and the momentum will accelerate through this year into next year when it will go up another gear. I certainly won't be parting with any of my shares.

Are you having a laugh C26...the population of China is over 1.4 BILLION!!
Zero tolerance to covid is not going to work with omicron and the sooner China realise that the better for their own sakes. They can't afford to lockdown their whole country...I'm confident that won't happen.

Russian sales are less than 1% and China lockdowns are tiny in regard to total population. Also, order book solid for at least 6 months ahead so any lockdowns will only delay collection of car by a matter of weeks at most.

Richard...sorry, I've just read your figures in landscape. Are you saying we are 22% up this quarter on 1st quarter last year? If so, that's excellent considering the rest of the car market is 15% down according to C26.

Thanks Richard. Added to the 90% increase that you posted for January, the 1st quarter for the UK is looking very solid indeed!

Charlotte rang me this morning in response to my enquiry about the AM v Nebula court case. She said she was restricted in what she could discuss with me for confidentiality reasons as this is still an ongoing case. She did however say that the position is unchanged to June 2021 which is of course when the case was lodged. She slso said that she was able to tell me that the partnership between AM and Nebula is officially ended. She said that the figure of £150m mentioned by C26 is not a figure recognised by AM. She said as soon as there is something to report, share holders will be informed.

This is a really good article on the current vantage. Just imagine the reviews we will be getting next year when the vantage has been totally reworked, complete with new infotainment system and all under the watchful eye of Tobias Moers :-)
https://jalopnik.com/the-2022-aston-martin-vantage-is-aston-at-its-best-1848717868