Member Info for Ghini

Thanks @C26.

I would not be surprised if they get him an AM EV but it will be a prototype thing like the DB10. With the development rate AM has been showing the last couple of years, the complexity of EV's and the troubles they have with DB12 infotainment a full EV is very far away. That is without taking all other hurdles into consideration.

Also I am sure AM will try to get more models in the movie like in the last. There was even a shot of a Valhalla prototype in there, not running of course..

@Noah: source..??

@SirepaulEH : I got the following response within hours;

"The reference to “fulsome refinancing exercise" made at the Q3 results on 1 November 2023 was in relation to a review of the entire stack of 1st and 2nd Lien Debt. We will carry out a full review in 1H24 in order to optimise the debt structure of the Group over the medium term."

@sirepauleh : you still never got any reply from aml ir? on any matter? that is odd, especially since you are a sir :) what did you do to **** them off?

@chesil: do you think they will start production and delivery before the NEBULA court case is settled?

@Toffers:

You shared this link: https://thesportsrush.com/f1-news-lawrence-stroll-led-aston-martin-is-losing-2-million-cash-per-day-and-are-still-refraining-from-sale-claims-f1-expert/

The writer Srijon Jana clearly has no knowledge about the relation between AML and the privately owned F1 team.

"Aston Martin has been the subject of innumerable speculations in the last few months, with various rumors claiming that the team might see a change in ownership soon. According to the September issue of Business F1, Aston Martin Lagonda – the parent car company, is losing $2,000,000 per day, but Lawrence Stroll is still refraining from selling off his team."

Noboyd can take this article serious if you say this. AML is not a parten company of the F1 team.

"Tom Rubython reported that the loss per car has crept up to nearly $30,000 in the last quarter. He also pointed out that the analysts from Goldman Sachs are completely wrong for not advising the owners to sell off the team at this stage."

Same mistake again. Writer takes a post about Goldman Sachs that does not mention the F1 team at all but then says GS should advise to sell the team. What a joke. GS can not advise that as the F1 team only has a sponsorship deal on paper. AML does not own the team so it can not sell the team.

Next:

"Stroll has already made two big transactions regarding his team, the first one being the sale of 17% of the team’s share to Chinese automaker Geely for an amount of $174,000,000. This was recently followed up with another sale worth $310,000,000 to what was an unknown entity back then."

This is complete BS. Geely does not own any shares in the F1 team. The writer claims the 17% Geely owns in AML is a share of the F1 team. WHAT A JOKE.

DYOR and dont share BS like this from people that follow F1 and write dumb articles without doing any research at all.

"IMHO Stroll isn’t in this for the money"

Made my day hahaha!

Did you forget he plays mostly with other peoples money?? They are also in just for the fun and the history books??

I understand your point and sure LS can do a project like this because of what he has already earned etc. It is a great challenge to turn this ship but it is only successful when AML is healthy and is making money. And when AML makes money, LS makes money together with his Yewtree buddies..

SoS, how nice of you to include Porsche and Ferrari instead of only other companies with big debts that in no way can be compared to AML. Lets stick to Ferrari for a comparison as that company is more comparable to AML then Porsche that has a completely different business model.

2.61B in debt (I did not check this btw), but what balances that out? That is the point. AML has a big debt and very little money coming in. Ferrari brings in plenty to cover their dept.

The only point you make is that there are other companies in this world with big debts. Well done..

Haha we will see. We have seen an improvement on margins in the reports. We will not be able to track it in detail but with more cars getting 40% or higher margin that rise should continue. That is easy to track.

During the Q3 call Stroll was asked to confirm that the DB12 has a 40% margin or higher. He did not awnser and went on to awnser other questions from the same person. That was a red flag for me as he dodged questions in similar fashion before.

However: I contacted AML IR and they confirmed in writing that the DB12 has a 40% (or higher) margin.

Due Wednesday November 1st. MasterInvestor cant even get that correct. Who reads that website? Its Ai generated BS.

@RonR: Jonathan Andrew DUDMAN

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Date of birth

November 1963

Yawn

@RonR: "1 active person with significant control"

Yawn

@RonR: since you apparently work back through those forms, can you point us to the one where you took that information from?

Stroll is not "only" in F1 for his son, I expect he will make more money selling the F1 team (with new factory, new windtunnel, higher ranking, high paying sponsorship deals, etc) than with selling his AML shares.

"Stop being cloth and full of sausage! If someone's buying AML then t they can't use am name in the rubbl it sh F1 car! "

This is actually not correct. Stroll set up an agreement for the naming rights of the AMR GP / AMF1 team. He can use it for 10 or more years even if he is no longer chairman and / or sold a portion / all of his shares in AML.

I'd have to look up the details but its in the reports somewhere.

Naming rights was for a long period, the sponsorship fee needs to be agreed per five years or something like that.

Those camouflaged headlights have the shape of the headlights seen on the DBR22..

So expect Vantage update a la DB12, mostly the same, new interior, some new bits and new headlights.

Haha wow, the UK government never ceases to amaze me.

I am? People were expecting the Vantage successor, that is why I am asking. In the model plans from AM there were two new cars planned for 2023. If the DB12 Volante is being counted as one that would mean the Vantage is further away than expected. That will have influence on sales expectations etc etc. So yes, I am serious: when can we expect the Vantage successor?

Where is the new model? Or was the other new model for this year the DB12 Volante? If so, that would be disappointing..