Member Info for JonTaylor

WG gives you good advice Jpm.
I'm in for the ride as stated prev.
Don't see a lot of downside from here, certainly nothing regulars on this board haven't already been through last few months & priced in already.
Upside. August Moers & Q2-3 DBX on song 100-125
F1 globally back on track leveraging Aston's brand +50p
Vaccine news from Jenner / Imperial +50% on above.
Have utmost respect for those on here with insight as well as skin in the game.
How's it going btw Dimi my friend, are you all good?

The Administrator's update on Mothercare UK was posted at Companies House 5th June. A little surprised that no RNS was issued by Mothercare Global Brands at that time . It's worth noting that buried away in there is an agreement that in the event MGB itself becomes part of a sale process within 12months from Nov19 50% of the sale price above an undisclosed threshold would be payable to the Administrator's.
So imho, MGB is valuable to a prospective purchaser (Next & others) but obvs not in play until November. So, can MTC get to that point, protect the prized global franchise business, get the Boots deal up & running properly here in UK, with a financing deal that doesn't leave them stitched up. With HSBC assigning their interest in the MGB debt to Gordon Brothers it is vital that the BOD don't weaken their hand. So yes there is risk here, but an interesting play if the BOD get it right. Need an experienced pair of hands to secure the prize which could be 20-25p with some stability, upwards if in play. I'm staying in for the ride.

Good evening WG, enjoy your Chilean, my house red is currently a Botham Cabernet, drinks beautifully. Very much like how our board has regained it's mojo this week, thought it was drifting for a moment. Feeling the next phase in this is about to run.
See you all next week, 33 JTM Dimitri RB Oz et al.

Wolff & Moers would have done due diligence in forensic detail before committing here. One of my major reasons for going in long.

Agreed we're in a holding phase until DBX news update. July will bring restoration of test drives, looking forward to Clarkson's take. Interesting Grand Tour you tube video he made on the Lamborghini Urus, engine from Porsche Panamera, air suspension from Bentley Bentayga, dash from Audi SQ7. Ironically the single success of ex CEO Andy Palmer's legacy in developing the DBX, is going to be the platform that kickstarts AML & Stroll onwards to huge reward. Good sales figures /RNS we go to 100. Moers August, project reset & margin feeds through in financials, 150. All just my strong hunch, have £25k on the table, lots of respect for those on the journey here. How are you doing Dimitri.

Having saved AML from extinction 6 months ago, it's worth looking at what Stroll's Yew Tree consortium have achieved during the crisis & shutdown. The market knows this ain't going bust anymore, there's a lot of downside risk attached to shorting here, & I feel in the 70s reflects where we're at in the story. But. DBX in my opinion a game changer for Aston, not only does it look stunning, but once Stroll's reset of margins is applied, this is going to be transformational. Positive sales figures for DBX in my opinion we see 100p, Moers at his desk August 1 with good financials Q2,3 150p, F1 reopening in key global markets for AML & opportunity to leverage brand +50p on above. At that point Stroll starts looking ever more closely at Ferrari mkt cap ($40Bn today RACE on NYSE, based on earnings €700m Y/E Dec2019). I have £25k chips on the table here, only a modest holding compared to many wiser heads on this board, but I personally wouldn't want to miss this journey. Confirming I am not a paid consultant of LS, Toto Wolff, Ernesto Bertarelli, Silas Chou or Anthony Bamford.
Jtini

Personally not a huge fan of shouty types who pop up on here with a lot of noise but little substance to back it up. There are great contributors on this BB, many going back in the story to the emergence of Stroll , the RI & beyond. They have great conviction in their views, and just as importantly some big chips on the table. Dimitri, WG, 3300, Cars, Roxbury, RBM, Paul, JTM, Valhalla & others, apologies if I've missed anyone off the list. I've £25k invested in AML, a modest sum compared to many here, truly believe positive RNS / DBX news and this is going to 100 next stop. Only my opinion but I wouldn't not want to be in on this story. Jtini

Investor, with your deposit money in play I would suggest think of the price you are happy to press sell at & stick with it. I did that with Ocado & it paid for me to take my son & his 8 friends to Vegas, even though it kept on rising. No regrets. Personally I find the AML story so compelling that my chips aren't going anywhere until this moves north from 150-200, & even then would need some persuading.

With the Dow opening 800pts up, a stellar performance today imo from AML after yesterday's admittedly bit of a stomach lurcher. But we on here know where this is going. Dealers re-opening, DBX strong reviews, into the 80s next week, & 100p once Moers is in the door. Any seriously good news coming through on sales figures, resetting of margins, & this week's low price will seem so ancient. Stroll on his drive back to Central London has 90minutes to make a few calls. Toto, Ernesto, Silas, Bamford. Feel a great new week coming.

Mr Spec. With no live comedy available at the moment this is priceless.

Have topped up again 3300. One or two dark sky merchants bobbing about here with their own agenda, but just minimise them.

Sense of calm prevailing here this morning, think we all know how delicious that first day at 100p is going to be, and it's coming sooner than we think. Have topped up. Btw optional extras on the DBX include a Pet Pack w/pressure pump for our best friends, & ski boot warmers part of a Snow package. Think of the extra profit margins on all of those x 4-5000!

3300, as you ask, it's fresh OJ & a Nespresso, we know how to live it up here in Hertfordshire.
Views on AML, imho the story is compelling on a number of fronts. Lawrence Stroll had Aston in his sights from the moment the IPO was launched. Flawed from the outset by funding, Palmer never stood a chance, but had the foresight to build the DBX & factory. Stroll recognizes the massive opportunity here, he's got the reset in place, dealers are re-opening in all major markets, & Moers hasn't even started yet. SO...
With Q1 & 2 sales figures confirming DBX launch success, 130-150p
Reset plan, dealer inventories sorted, margin improvement plus further DBX luxury SUV market leader , 150-200p
F1 Global reopen with fans, opportunity for leveraging in key markets of Americas, Asia Pacific. Middle East, Add 50-100p to above. Believe this is Stroll's 12 month plan. Beyond that Ferrari (RACE on NYSE) with a current $41Bn mkt cap, having made €700m Y/E Dec2019, is in the back of his mind, alongside his invested buddies Wolff, Bertarelli, Anthony Bamford, Silas Chou. + or - a few pence on a day by day basis means little to me here, but understand everyone has there own game plan and mindset. Good luck to all, please indulge my positivity where you can I know no other way. Jtini.

This board is a really fun place to be, we don't do personal insults, politics, just AML & our dreams. WG your news today touched me deeply. My beautiful late son was only 22, he loved this stuff, I still remember him, as if it was yesterday, walking down the stairs at 5am to be at the Futures trading desk on Brexit Referendum day in spite of his illness. It's what inspires me to play this game today. I have just over £22k on the table with Aston, averaged in the 40s. This imho is one of the most exciting plays on the market. Golden tickets you boys and girls call them. Oh yes. Good luck to everyone on this journey.

Find this situation interesting, so just bought another 18998 shares, wouldn't want to be underweight if there's positive news.
Trying to drill down to some detail from their final results to March 2019, strip out anything to do with the Uk 'cos it's gone, and the global business is in there with 'Adjusted International profit before taxation and foreign currency revaluations of
£28.3m, against today's current market cap of £32m! The transformation plan update in January mentions debt facilities of £24m and there was a shortfall in cash received from the administration process probably adding another £10m to this. It would appear that with some nimble refinancing in place and any encouraging news from the countries re-opening overseas and this will be back to 15-20p range. But please DYOR, I'm not ramping this, just my opinions. GLTAH

MM's want your shares, don't let'em have them. Nothing has changed. DBX roaring up on the grid soon, Moers in the factory August 1, Stroll in full reset mode. What's not to like. I'm only ever glass half full awaiting top up! If you have doubts, think of the 130-150 that is coming with good news, which it is. GLTA LTH

Stroll, as an avid collector of incredibly valuable Ferrari's also has one eye on that marque's (RACE on NYSE) mkt cap, currently $41Bn, having made €700m Y/E Dec2019. Today we're at £1.2Bn for AML, which imho is going to build steadily towards 130-150p on good DBX news. Once Moers turns up 200p next stop. These guys are in it for the big prize. Currently have a modest holding of £20k averaged at 40, love reading the regulars here. Where's skier lately btw. GLTA

New Mothercare, shorn of the pos UK retail store estate, is now a tempting business model of international franchise operators with over 1000 stores in 40 countries, plus an in-development home market deal with Boots commencing soon. YTD highs in January of close to 19p gives an indication of where this should be although the UK administration was only just being played out then. With some clarity from management as to how global operations have been faring and some encouraging numbers on regions now out of lockdown, and a retrace to 19 quite rapidly could be on the cards. Any better news or interest from acquirers looking to add MTC's reach to extend their own baby / overseas franchise and this could motor imo. Only note of caution is the BOD have been very quiet on all fronts for some while. Have a modest £2.5k holding here averaged at 8. DYOR though. GLTA

Current SP reflects market reappraising this stock with Stroll now properly in charge. Will continue on a trajectory to 100p with Moers starting August 1 & further re-setting, clearing of deadwood. Yet to be factored in properly is DBX when the numbers start coming through. The Bentley Bentayga, a major competitor in the exclusive SUV market, difficult to get exact reported sales figures, but Bentley sold 11,000 cars in 2019, and manufacturing reports that daily 31 are built out of 62 across all models. So assume roughly 5500 sales across all markets. The Bentayga imo doesn't have the style of the DBX, and the Lamborghini Urus a bit too exotic for many, so what number can AML look for to bring across and layer onto it's existing loyal client base. Current SP is reckoning on 2000 orders in the book atm, but anything meaningful north of this & price is going to 150p+. Great bunch of opinions on here all round, TY. £20k holding averaged at 40. GLTA

So many quality posters here - JTMac much appreciated technical analysis. Many new faces over the last week or so and really sensing how the mood has changed, shorters de-rampers being brutally cleared out. That day when the SP was sliding to 28 admit it we all took a very deep breath and the rewards for holding, averaging down, going in large, are coming up fast. What Stroll has achieved so far is what old Aston under Palmer should have done long ago, and he hasn't even got started yet. Once Moers is installed August 1, and the beautiful looking DBX hits the sweet spot, this is going to 130+ and then beyond as Mr Lawrence Stroll presses the right buttons. Just take a look at this guy in the video presentation that Aston made after Geneva was cancelled you can find it on you tube #AstonMartinMotorshow. Seriously means business. Have a modest £20k stake here averaged in the 40s. Good luck to all here & onwards to Monday.