Member Info for JonTaylor

2 a/c's .405 & .438, helped by a large dose of luck on the day it went to 28. When Skier said this is going to 1p, I couldn't resist averaging down. Can't say it was an easy day that one, but one look at son's face on mouse pad before pressing buy and all fear vanishes. Jtini.

Dimitri, Bored? I don't think so my friend. You have great courage without being reckless. I know you're all in with Aston, here's to the day when it goes to 100, and then onwards. Quality Dimi. Jtini

Apologies for being away from board last week, remain a big fan of where this is going. Feel things are aligning for AML now to enter a strong run into the 80s (the old 100s after fund raise) then building to 120 (150) with news on DBX. Maybe only a snapshot not fully relative globally, but in Feb, Australia/NZ Regional Manager for Aston quoted as 60 per cent of deposits for the DBX were from buyers who were new to Aston Martin.
Have maintained throughout this journey 80 with Moers in, 120 on DBX news, +40 on F1 lustre. All of this in the midst of virus when so much unknown. Astra news today believe takes this +25% med term so 100 / 150 / +50 F1. Seriously don't believe Stroll et al have anything other in mind than a picture much bigger than this. Good luck all regular names here , JTM, 33. Dimi (respect), Paul, Arsenall, Vect, Rox, Pantarei, WG, BRL. As you know have chips on the table. ATB. Jtini

In this new world of CVA's prepacks & rental moratorium, MTC is actually ahead of the game, having gotten rid of the horrific ball and chain legacy of UK retail.
Positives are
Enviable global licensing operation.
Low cost base.
Launch of UK II with Boots.
Needs decisive CEO appointment to make this now all fit together.
My only concern being the involvement of Gordon Bros in the refinancing of the £15m loan, as their exit route planning might not share the same aspirations as us shareholders. However the BOD still have material interest here in the long game, as does Richard Griffiths, so there is counterbalance. Think an RNS in coming week if not next. Good luck all. Jtini.

Chunky off-book buy today, 205,000 shares.

Frustrating period atm but let's consider where we're at. Stability on debt, weapons grade CEO coming in soon, barnstormer DBX tantalisingly close, industry respected new CFO, F1 lustre adding value. Imo Q1&2 results, all factored in already to this price. On solid progress news this rapidly accelerates. Remember as a teenager reading Car magazine in the 70s & a guy called John Dodd with a supercharged Rolls, think it did 260mph. One day a Corvette driver gunning down the Autobahn at 180mph saw Dodd coming up fast in his rear view mirror. Swap out the Rolls for today's Aston, shorters and naysayers the Corvette driver, & believe that's where we're going. Only my personal opinion but please DYOR. Am LTI in at 40. Really the best of luck to all on here. Jtini

Good morning all. I feel events are being managed to allow Moers a strong start out of the blocks & accompanying news releases to coincide. So as much as we'd all love a really powerful RNS right here & now, I believe August is when the stars start aligning. Not ramping, regulars here know my position on AML. Jtini

Ironside, 33. Agreed, 50 or the old 60 is probably about right whilst we await updates on DBX & Moers hitting the ground running. The SP had probably got a bit ahead of itself in the 80s, but any positives coming through and we've already seen how this can motor. I personally don't have the courage or timing to sell / buy back in lower like Rox, the thought of it racing away from me outdoing the potential upside, but like the 10% idea. Think we've all learnt that Stroll likes blockbuster surprises, to date delivered in the complete absence of any preceding chatter. Current radio silence is palpable. GLTA. Jtini.

Scenario One. Stroll sees AML as a play, not really emotionally invested, good opportunity to bag a Director's loan car DBX, & pit lane upgrades on the circuit. Cost, negligible, as Rights & buy ins keep investment safe. Downside significant business career derailed, son's racing career torpedoed, lifelong mates done over. For this scenario proceed to ADVFN & join the shorters' party.
Scenario Two. Stroll sees where this has the potential to go. Realisation of a lifetime's dream to trade in his absolute passion. No choice for him but to enter at this point for fear of losing out, refinance, Rights, renegotiate Rights, fundraise, stabilise, & wait for the point in time when this turns a profit. Which it will. I'm in. No turning back. GLTAH. Jtini

Pau1Oz, saw a lady driving her new Bentayga down at the High Street yesterday. Honestly don't think she would hesitate swapping that out for a DBX next time. Will be many more like that coming across onto the new order book imo. Wonder when Clarkson will be trying one out. Jtini

Yes 3300 you're so right. I remain fascinated by this stock, out of a dozen or so invested in none gets me out of bed like this one.
You know my stake credentials, but definitely wouldn't want to encourage others to follow without being happy with their own risk profile. Time to get on the rowing machine now & focus on a nice bottle of Ripasso that awaits after. See you all in the morning.

For sure no-one can second guess Stroll. Tony Soprano like in his ruthlessness when it comes to business, I'm quickly learning he is certainly not conventional, & v.difficult to read his next move. But.. together with Silas Chou their Sportswear Holdings took Michael Kors to a successful IPO turning their original $85m stake into $3.6Bn 4 years later. My gut feeling is we're not going down the take it private route, as Pau1Oz says that's a lot of shareholders to take out. LTI so GLTA my friends invested here.

The IPO pricing by Goldman's et al was comical at £18 but needs to be looked at as really about £3.50 after the recent 4:1 rights. Stroll & Moers know that sort of figure is achievable again with this business now properly aligned, so with my modest £25k investment compared with some fellow LTI on here, I'm content to let this play out convinced that we'll see 100-130 on good DBX news, plus 50p on F1 returning with Aston works team helping Stroll leverage the brand globally. GLTAH

33, You didn't used to be in M.I.5 did you ? Am I too believing perhaps -always want to trust in people.
My own credentials you know 33. You are an asset to this board.

Personally feel much has already been de-risked by Stroll & his cohorts with wip. Honestly don't believe that people of the calibre of Wolff, Moers, Ken Gregor, plus others, would have got involved if they didn't like what they saw & had detailed knowledge of where this is going with DBX sales. Might be some short term turbulence, but I remain convinced as a LTI. GLA, Rosa. Jtini

On the debt side worth remembering too that in the February Rights, Stroll provided £55.5 million of short-term working capital support, the financial terms of which were significantly more favourable compared with the Delayed Draw Notes. No reason why he can't do something similar again if / when required. Also, presumably some nice fat DB5 Goldfinger up front payments & DBX order deposits coming through. GLTAH. Jtini

If the current team had been there at original IPO with this plan in place, think a £4bn valuation could possibly have been argued. Obvs not happening overnight but beautiful DBX & assoc news on sales will have the SP well out of sight, imho 100-150. Can't help thinking Ferrari (RACE) on NYSE with their $40Bn mkt cap & last year's earnings €700m must be in the back of LS' mind. Love the positivity here & also respect any well written contra arguments. Am a LTH with modest holding compared to many here, of £25k. Jtini

To declare an interest, I am a LTI in Stroll's version of Aston & have around £25k on the table. I also remember the stomach lurching day when we fell to 28. But this feels very different. If this guy has basically saved AML from turning the lights out, brought in a world class new CEO, CFO, cleared out a lot of deadwood, sorted out the Dealerships / margins, as well as bringing in some seriously heavyweight fellow investors - in around 4 months with a pandemic raging - what the heck is he going to do with a decent wind at his back. It was 'only' £20m but it's reassuring that the CLBILS eligibility requires the lender to satisfy themselves that 'the provision of finance will enable the business to trade out of any short-term to medium-term difficulty.' Not for the faint hearted but some short term patience here will see great rewards I believe. Jtini

RI with Yew Tree consortium putting in more of their own capital is no bad thing. Debt is now becoming more manageable, & as DBX impacts with high net worth deposits coming on stream, will become ever more so. There are good things around the corner with Aston. As dear Angus said at the beginning of June 'I got in at 29p but I do think now this will go to £2 in the next 6months'. He could well be right! Not a time for the faint hearted but I believe we are going there, maybe not in 6 months but within a year. Good luck everyone. Jtini

So Yew tree are pumping in more of their own cash, Moers plus new FD obvs happy with the plans, one small piece of positive news and this is properly on it's way back to 80. Am a long term holder & adder here as trust the story. Life too short not to take a bit of risk when you believe in something as much as I do with AML. Will ride out the noise. Only my honest opinion with £25k on the table. Good luck all my friends on here. Jtini.