Member Info for carpymick

Agreed Vorlich...UK were a bit low but all our dealerships were closed until April.

Personally, I'm very happy with the results. Ok, sales didn't quite reach the optimistic estimates that a few of us made, myself included. But they steadily improved and are still on target to meet the 6000 for the year are with sales expected to further increase during H2. ASP improved significantly too, as well as savings from Project Horizon. All in we have only lost £44m in H1 which is a lot less than I'm sure many of us expected after payment of interest. In the next 6 months we have everything to look forward to with the launch of 3 new cars. The ASP will be driven up massively by valkyrie and we'll probably get a surge in orders for the new DBX. Another positive too, is that we still have over £500m cash so no more talk about cash raising please :-))

Let's hope you're right C26. I also estimated they'd sell up roughly around August, based very loosely on them selling about a million pounds worth of shares each trading day. I wouldn't like to try to estimate what they have actually sold, but they seem to have slowed down recently due to the dip in SP. It'll be a shame if we get a good rise tomorrow only to be dragged straight back down by Adeem selling.

Thanks Loadez.

The results are definitely on the 28th. The link is below to register. It doesn't tell you what time it's at though...does anyone know?
https://www.astonmartinlagonda.com/investors/calendar

My guesstimate is a slightly more optimistic 3290.

https://claveyscorner.com/aston-martin/2021-aston-martin-dbx-review/

https://www.autocar.co.uk/car-news/new-cars/aston-martin-launches-new-configurator-updated-2021-line

Paul. Like you, I made no profit from £22. I mentioned some time ago that I only tried trading once last summer and ended up losing £3k...never again! I plan to sit on my shares for the next few years and ride the ups and downs. 12 months ago I used to get worried by large dips like we've just seen but now I just accept its another pothole in the long road that we're on lol. We're already bouncing back :-)
Cheers for the well wishes...I'm just avoiding crowded places. The good news is I can still go fishing so life's good :-))

I wasnt able to open that attachment but I've since located and read it. Seems fair to me too and great for our future. I still think H2 will beat H1 for the other reasons given but only time will tell. What I will also add is please remember that its only about 3 weeks ago that we had directors buying in. They know a lot more than we do. Nothing has changed since then...just a stock market wobble and nerves over pending results :-))

C26. A few things make me think H2 will be higher. Firstly, Q4 seems to be the biggest Q each year by far. 2018 it was 37% of annual sales. 2019 it was 33%. Last year was a huge quarter but perhaps not representative as it was the best Q from a covid respect. Secondly, we will have some revenue from valkyrie, though I agree there is likely to be overspill into 22. Thirdly, I am hoping there will be a surge in DBX orders as some buyers will have waited for the hybrid. It is however debatable whether these will be delivered this year so we may not see the revenue. Finally...speedster only recently went into production so expect the majority of those to be delivered in H2. I may be wrong of course, I did say these were just my thoughts.

Hi Pappalazz. I wouldn't start speculating on exact profit and losses, but it's looking probable that we'll do 3000 sales or thereabouts and H2 is expected to be higher. TM also said he was starting to look at driving down material costs this quarter so expect something there together with savings feeding through from previous project Horizon efficiencies. The point I was making when I said we all know what we are expecting is that at least I THINK we are all expecting improvements. Certainly figures we have seen for Europe and UK have been encouraging. I'm no expert...these are just my own thoughts.

Let's be honest, we're holding our breath at the movement waiting to see if the vaccine wall holds up and keeps deaths low. If hospitalisations and deaths increase significantly from where they are currently the stock markets won't like it. However, it they hold, we could be finally through the worst once this peak is over. I think we're on a knife edge at the moment. Personally speaking, Im auto-immune and have spent half of the last 15 months shielding, so these are once again worrying times for me. I liked Boris's vaccine passport idea yesterday for nightclubs etc, to persuade younger people to get vaccinated. Controversial I know, but I'm afraid I can't help being totally pro- vaccine.
Back to the SP...I still think our sales are going to be better than expected based on figures provided so far by Richard. They will compare well with 2018/19 figures,and if TM has driven down costs even more via project Horizonen, the results will be looked on favourably. Dont forget there'll be a lot of talk about the new car launches too (valkyrie and hybrid DBX) and the city likes to look forward. The city already knows what our debt repayments are too, so that is already priced in so surely won't have too detrimental impact. I think we should expect a strong bounce back next week but obviously it's only IMO.

Nobody's buying or selling at the moment. Yesterday has set nerves jangling and we've got imminent results thrown into the equation. Perhaps people are staying out now until they see what results day brings next Wedneday. We all know what we are expecting...nothing has changed and confidence will be restored IMO. Good luck all LTHs

The recruitment of F1 talent continues.
https://www.planetf1.com/news/aston-martin-mark-white-appointment/

Sorry, that didn't work...I'll try again.
https://www.youtube.com/watch?v=u2ZWVEw_ZQs

I've just got back from one of my fishing trips where I had no internet access and what a nice surprise...the valhalla!! Wow it is amazing. It is aimed to do a lap of the nurburgring in under 6.5 seconds and the author of one of the articles said he expects the fist 1000 cars to sell in the same amount of time!!! I don't think this has been attacked yet, but you probably won't mind seeing it again. What a car...enjoy
https://www.youtube.com/watch?v=HU1OSqG_2UI

Stormy obviously likes his AMs and this video certainly won't do us any harm. I just googled Stormzy to see what he drives and it's a G wagon gifted to him by mercedes. What Stroll needs to think about is gifting him a DBX. Now that would get a few of the younger rich kids interested, if he was seen driving around in one.

Well said Richard. Once all the new cars have been launched, sales are going to go through the roof. I think we'll smash Stroll's mid-range target of 10,000 cars :-))

Thanks for some nice posts Tiny. And more importantly, thanks for reminding people that this is a 5 year turnaround. There seems to be increasing talk about what is happening in the next few days and weeks but this is of much less importance than what is happening over the next 5 years!! If the shares dip a little between now and Q2 results day, does it really matter? Think long term. 10 new cars by 2023, we've only had 1 so far. Of which there will be valkyrie, valhalla, vanquish, a total refresh of all sports cars and new variants of DBX. Then we've got massive investment being made into AM F1 with a new factory next year and we're seeing the standard of staff moving açcross from Red Bull. So I see our performance in F1 improving over time which can only be good from an advertising perspective. Even as we are now, we're still getting fantastic advertising açcross twenty odd countries with DBX and vantage f1 on display on the track! We've even got James Bond at the end of the year which is more free advertising! But remember, nothing is expected to improve overnight, we have to be patient. Car sales are on the up and that's without the new models. There must be lots of potential DBX buyers holding back and waiting for the new variants before placing an order so I would expect well see an increase there over the next year with the 2 new models. As for sports cars, we know the vantage F1 has been a success and we can expect similar spectacular upgrades across the rest of the range. Remember its long and strong everyone, but its a long road ahead and there are bound to be a few potholes along the way. As for that Karenabl article...I think its total rubbish written by someone who has something against AML or is shorting it. This is only what I honestly believe of course, which is why I'm invested...I may be wrong :-))