RE: Red Flags Everywhere9 Jan 2022 13:39
I haven't poster recently cos I changed my mob and had some difficulty logging back into LSE but I'm back now:-) There are more and more de-rampers/shorters climbing out of the woodwork at the moment on here and ADVFN. As has already been said, all the negativity from posters and media articles just stinks of desperation from shorters. As soon as we get some good factual news, they start churning out negative rumours about Moers and also blowing the £15m totally out of proportion. Moers...as far as I can see he hasn't put a foot wrong since joining AML. OK, so maybe he is a bit hard line with some of the staff and maybe some of them don't like all the changes, but we all know that the changes were necessary. If he hadn't come in with his approach and Project Horizon, would AML still be in business and would they still have a job?!
So he slightly underdeliverd on valkyrie to the tune of £15 m...he missed by failing to deliver a handful of cars, which means he probably missed target by a couple of weeks or so! I'm sure Stroll isn't going to sack him for that. Stroll has also made a statement to the FT saying that it is "categorically not true" that Moers future is s in doubt anda bsolutely ontengaged whatsoever in looking to replace Tobias. Furthermore, would Moers have bought shares in the company if he thought his job was at risk? Another thought is that Moers is still connected to Mercedes who I am sure would not approve of his dismissal, not to mention how useful Moers is to Stroll when negotiating with Mercedes. So, considering all of the above, I would be extremely surprised to see Moers leave. Moving onto the positives that we have to look forward to, I think Richard did a far better job on Friday, than I could of setting these out so I don't intend repeating what he's already said. I will go on to say ,that next year when the DB11 and DBS are significantly redesigned, I wouldn't be surprised to see demand for them returning to numbers last seen prior to the pandemic which will be massive when added to everything else that's in the pipeline. Good luck all LT sH