Member Info for hearts2000

I wonder as the share price continues to fall, if those posters who loudly stated the share dilution "is already priced in" are having second thoughts yet...

The stock has been a disaster as I predicted but investments are about timing. At under 20 pence - this a buy as a pure bet on the take-over going through.

I predict people buying in at this price will in all probability come out a winner. UK based Take-overs are usually successful, especially when the bid price has been accepted in principle. The negative sentiment and perceived risk are what makes this a BUY.

Like I said when price was over 50 pence, this is Petrofac 2.0... Some of you agreed, some of you didn't. Hope you recover your losses.

Did try and warn you all in my last post:

Suckers beware 18 Feb 2025 13:06

22 pence is fair value. Any negative news and will move closer to 15 in short term.

Is a rights issue on the cards for this stock? Any opinions?

I warned about US tariffs (and other factors) when shares were £1.15. Now in 70's and tariffs now a reality. As I've been saying ...... these shares are too risky for me!

I wonder as the share price continues to fall, if those who think the share dilution "is already priced in" are having second thoughts yet... I remember when this forum was active at 15 pence with excited people talking about gaps, take-overs and the ever optimistic short squeeze... haha

Some of the more astute investors on this forum predicted this was go to the 80's and here we are. I see long term potential in Aston Martin but only after a debt for equity placing wipes out existing shareholders.

I wonder as the share price continues to fall, if those who think the share dilution "is already priced in" are having second thoughts yet...People seem to think when something is public knowledge it means it's priced in without any real analysis.

As per my last post, the writing was on the wall, based on Aston Martin UK new car sales figures in January 2025. Will we see price in 80's soon?! Debt for equity with shareholders being shafted? Exciting times! But as I previously said, too risky for me.

This fall is becoming a joke! Is Alantra EQMC, their largest shareholder closing out their 24% in batches, moving the share price down, because Videndum has shared negative insider information ahead of time? Something is not looking right about the share movement and lack of communication from Videndum - beginning to suspect fraudulent trading activity! Why would a large shareholder be so keen to bail at these prices otherwise. Becoming suspect. Someone knows something they shouldn't.

22 pence is fair value. Any negative news and will move closer to 15 in short term. Long term is a different story..

The question is how much cash does Wood have available?

Guess I right when I posted....

Petrofac 2.015 Nov 2024 23:07

How does this stock compare with Petrofac?

Yes a drop in UK Aston Martin car sales in January 2025 by 46% compared to January 2024 is dismal! AND this is for their new exciting range which should be selling like hot cakes whist there is some hype factor.

Not to mention its main market of China down about 50% and Germany's economy in recession, another main market. Not to mention possible US car tariffs.

And in the meantime that debt pile grows ever bigger, those interest payments get ever bigger...and the likelihood of a debt for equity becoming more likely. Interesting if Aston Martin can weather the storm and come through the other end. Hope they can, but not investing - these numbers look too risky.

I like the fact losses are being reduced:

"Sequentially, free cash outflow improved in Q3 2024 to £81m compared to £122m in Q2 2024 and £190m in Q1 2024. This improving trend is expected to continue into Q4 2024"

I don't like the fact this does not factor in interest payments of 140million a year on financing a 1.4billion loan at 10 percent interest.

Even if Aston Martin become free cashflow positive, that's a lot to be paying in interest.

ai overview

statista projects that aston martin will sell 1,100 vehicles in 2029, with a revenue of $312 million. the average price of an aston martin in 2025 is expected to be $241,000.

explanation

statista's forecast for aston martin's sales and revenue is based on a -5.03% annual growth rate from 2025 to 2029.

the company's sales of sports cars, including the vantage and db12, have increased year-over-year.

aston martin's us market, which is traditionally its largest, has declined by 40% in the first half of 2024.

the company has been working to manage supply chain issues that could reduce annual production by about 1,000 cars.

aston martin's overall costs are too high, and the company has been looking at ways to reduce expenses.

aston martin is a luxury car manufacturer based in ***don, warwickshire, united kingdom. the company was founded in 1913.

I jumped in for a quick trade, but I liked the fact the value of their oil reserves largely outweighs their debt

Im not surprised.... Seems the investment managers pocketed tens of millions for making bad investments! These bad investments lost money....and run up debt. Leading to an unsustained situations and inevitable closure of the trust. All at the expense of the investor. Not to mention the fact the investment managers were being paid a percentage of the grossly inflated net asset value figures which lined their own pockets but which encouraged investors to make investments in businesses which far less asset value than they were lead to believe. Thankfully I didn't invest.