Member Info for Dunnieboy

Tiny, he doesn’t need to sell them but at some stage it will be brought up that your claiming Aston Martin is the world’s premium brand, but the world knows you collect Ferrari’s.
3300 said should everyone sell their Cartier watches, think she missed the point, the point being you wouldn’t expect the Cartier Chairman to wear a Rolex watch, maybe she’ll understand that, I do feel she jumps on some things I say particularly after I get a email off the co, I’m only trying to help the old dear.

Great to hear, with al the trading you’ve done 3300 have you increased your units much from 200,000?
Just wondering because you seem to be much more diverse lately?

3300, I was talking in terms of a pr stunt, and I did say it’s his private collection to do whatever he wants.
Note a little animosity sneaking back in, day trades go against you? I certainly hope not dear.

Soul, your probably right but on good news coming out we haven’t got the weight of IndustrialInvestor selling, there may be a odd few million to go still, but only a few months ago they had 132m, then two months ago it was 75m, also they were lending stock to short.
So it may still be a couple of weeks but it’s a big shift of stock, personally I think we’ll see a relief rally next week.

Read back on Lawrence Stroll’s statement which he intends to make Aston Martin the pre-eminent brand in beautiful sports cars, one big problem is that Lawrence Stroll has the world’s most valuable collection of Ferrari’s, in ‘private ownership’, now like it or not LS this will be a stick used to beat you with by Ferrari.
Ferrari, Italians will shout ‘if your cars are better, than why collect Ferrari’s.
So even if for pr purpose Lawrence Stroll announced his decision to put his entire collection up for sale by auction at Bonham’s New York.
Imagine the worldwide publicity that would create, and free publicity, every news media would cover the story.
Lawrence Stroll would simply have to say he felt there was a conflict because of his stated intention for Aston Martin to be the pre-eminent brand.
He doesn’t even have to sell them he could put huge reserves on the ones he wants to keep.
It could even start a war, a bidding war, the Italians would seek it asa chance to reclaim their heritage from the chairman of a English company
I know it’s unlikely and I reiterate it is LS’s private collection, but he may see it may come back to haunt him, as some would say ‘he’s got a foot in both camps’.

No better than that.

Got a brilliant idea for Aston Martin which will generate the best publicity in every country in the world for free, work now, I will post it as soon as.
It’s ingenious!

Seen the Top Gear trailer, features a ‘best of British’, with Paddy McGuiness driving the DBX, let’s hope he’s impressed.

Rox, you need to be in here, far from it be for me to give you financial advice but as you are a Aston Martin stalker you need ‘skin in the game, imagine if we rocket and RH is not in, shame.

In. Wales

Just when your happy about one thing, Covid raises its head , 16day lockdown.

Now this is we’re we need Rox, our dilution guy, to do the maths.
Originally II until earlier this year had 37.5% of the company pre-dilution, say afterwards they ended up with 21%, well since May they must of sold 360m shares, say cash value of £180m.
That’s been some weight on the shares so there has been buyers of the stock, Charlotte points out that Yew Tree’s position hasn’t changed but someone’s been buying them, the difference is that they will be taking a longer term view.
But although there will have been traders buying:selling at least we know the sheer weight of II holding has been taken off the market certainly in the short term.
I’d be very surprised if there wasn’t at least a ‘relief rally’ come Monday.

Having just read Bailmaster posting about the history of InvestIndustrial the one thing that struck me was that under the old structure before Lawrence Stroll came along there was no clear ownership structure, just a load of investors who appointed Andy Palmer to run the company.
You could say Lawrence Stroll through his Yew Tree Consortium has done a similar thing in appointing Tobias Moers.
The massive difference here is the majority shareholder in Yew Tree is indeed Lawrence Stroll.
Stroll hasn’t sub-contracted the running of the company to Moers.
He has taken ‘clear command’ of Aston Martin by making himself Chairman of the company.
This allows Moers to go directly to him when wishing to make decisions, and get direct answers.
I feel this is so important and as Toto Wolff of Mercedes says ‘you need skin in the game’ or I describe it as the owners eye’.
If you own something it matters more, you live, breathe and dream about it.
I’m not ****ging off Andy Palmer the previous CEO but it was a job to him at the end of the day.
I hope Tobias Moers, Ken Gregor also have a big chunky share option deal, we need them all to have ‘skin in the game’.
But I’m happy we now clearly know who the boss is Lawrence Stroll, to him ‘it matters more’.

C2, there’s no guarantees that the sp will be going up now but I feel it’s now in a free market, if it’s good news it will rise fast, bad news it will fall.
And god help the shorters if it’s good news, where are they going to get the big lines of stock to close?
IndustrialInvestor were feeding the shorters, so they may have to pay big money to close.

This is the original email I sent & the previous post was the response.
Hi Charlotte, can you give me a update on the position of InvestIndustrial?
I know it’s not your fault but think the shareholders are not being kept in the loop with regards to their position.
I read that Vettel has bought shares, was that through the Yew tree consortium?
Are both the factories now in full production?
Regards, Kevin

Hi Kevin, You have probably seen, notification came through today that II no longer have a holding.
No change to Yew Tree holding, so I assume he has bought some shares himself (holding below any disclosure threshold)
Yes both factories are open.
Have a good weekend, Charlotte

I phoned Kevin Walter who’s head of communications for AML,s pr, no response so I texted asking does the RNS mean InvestIndustrial have sold ‘all’ of their stake, he replied by text that they had indeed sold all their shares.
This is fantastic news and the sp is now in play should good news arrive, I feel Aston Martin will start to release more news.

Well we finally got confirmation that InvestIndustrial have gone, this can only be seen as a positive for us watchers as we were well aware they were selling.
I think that’s why the price dipped initially because the market read it as just a big seller, whereas we knew the reasons why, the reasons being that they are closing their fund down.
That is the benefit of us all sharing information,.

I’m not trying to claim credit but I did email at 11:30, on the RNS would of been in the pipeline by then.
Great news though, they’ve left the building.

Hi Charlotte, can you give me a update on the position of InvestIndustrial?
I know it’s not your fault but think the shareholders are not being kept in the loop with regards to their position.
I read that Vettel has bought shares, was that through the Yew tree consortium?
Are both the factories now in full production?
Regards, Kevin.