Member Info for covmutley

All they can point to is the debt, and then add lies on top of that. But DBX sales are going to be a huge turn around for AML. Its not 'just another car'. Its a venture (a little late) into the key sector to be in. Huge potential over and above the 2 and 2+2 seaters they have done to date.

I found yesterday tough. I will admit that this share is a bit about emotion for me, so the fundamentals are a concern.

But I think the potential is massive. Moving quickly from selling expensive coupes to a SUV that is in the biggest and fastest growing sector, and getting great reviews, and halo projects for hundreds of thousands and millions that are fully sold even before they are launched. All positive!!!

Worst piece of de-ramping of the day. Squeezed in right before the new day. How dare you, you absolute tool ;)

Skier may be right about 7p, who knows. He rightly talks about the debt. But then has made a load of other false claims about falling DBX orders, parts problems and soaring f1 costs. That what is annoying .

But hey ho, win some, lose some. I'm definitely still losing here. £1400 down but it's in a sipp that's 20 years away for me at least!!

You think it is worth 0p, yet you are still invested??

Did Peel say 7p like you have? No. Are people like me betting on the whole picture improving, yes.

They need to sort the debt, but not all the debt. I guess things will only meaningfully improve here when the DBX 's are actually out the door and driving round.

of course they have burnt (borrowed) cash. But this is to launch a load of new cars. And they are about to sell a shed load with a full order book, as a post this morning detailed.

But why did it make a loss? Because it has bad products people dont want? Or because it has built a new faculty to build a new model and because dealers were closed?

£6m for the pair. Clever stuff.

Production below expectation? It started yesterday, were you hoping 1,000 would have rolled off already???

Its not pretty currently, its getting me nervy. Too many cars, in static/falling niche types (coupe), being sold discounted.
Is that changing in the medium term. Yes. That is a fact. The rest is guesswork??

I think that was the gist. They confirmed part availability was not a problem for them, and on that basis, production started yesterday. First cars delivered this summer. Order book increasing.

Valkyrie also delayed slightly due to testing facilities being shut.

Interesting that in Q1, sales were down 86% in China, but only 3% in UK. Stating the obvious, but shut dealers a FAR bigger problem than the market. When dealers open back up, I wonder how significant the market will actually be? A negative impact yes, but how many AML buyers will still be wealthy? Most I would suggest.

Exactly. yes there is debt, and cash needed. It was fairly widely said that the future depended on DBX. And guess what, production started yesterday, the reviews suggest they have created a great product and the order book is growing well into 2021. That's where the cash will come from.

and some of us are looking for value in more than 1 quarters time. DBX orders growing, F1, quality investors, Valkyrie... plenty of value in the medium term. and yes, the AM brand!!

On the call, they just confirmed that they have more DBX orders. So talk of cancelled orders may be right on the individual basis, but the picture is a growing order book for DBX.

Dealers opening back up, and DBX production going with orders extending into 2021.

This is a little worrying, but I still believe that the future of this share hinges on DBX. And the facts on that is that it is better looking than its closest rivals (subjective I know) and getting very positive reviews indeed. Look what urus has done!

Then add in the F1 link, the Bond film and this looks good.

We will probably be injecting it too...…?

ah, ok, Union games!