Member Info for JonTaylor

Dimitrius, your positivity is not misplaced. By my calculation you have close to a quarter of a mill on the table here and you're not wobbling. Respect. IMHO these current prices will look laughably cheap in 3-6 months time. Scroll back through some of our knowledgeable contributors over the last few days, realise nothing has changed, Stroll continues to reset the business. Great fortune favours the brave. I have a modest £10k holding averaged at 40. GLTAH

Ferrari (RACE on the NYSE) have a mkt cap today of $30bn - Y/E Dec2019 profits were €700m, giving a P/E in the 30's. So, let's presume Stroll has reset the business model, and DBX sales are up there over the next 2 quarters with improved margins coming through - a profit of £100m should be achievable, and perhaps a mkt cap around £1.5-2bn based on a more modest P/E. So a 6 month target price of 105-135p looks do-able. Once there is some clarity Brokers forecasts will revise & SP will be re-rated further. Aston obvs has some considerable way to go on it's journey to be even close to Ferrari but imho this is what Lawrence Stroll, along with his mates Toto Wolff, Swiss billionaire Ernesto Bertarelli, Mr JCB Anthony Bamford are playing for. Why else would guys of this calibre get involved without having an eye on the big prize. They believe in Stroll. So do I. Wouldn't want to miss the action on this stock but please DYOR. In with a modest holding of £10k averaged at 40. GLTAH

AML are attracting a lot of attention right now & for good reason. Lawrence Stroll has parachuted into an ailing iconic luxury brand, with a significant chunk of his own cash, totally reset a failing business model, cleared out the accident prone CEO, bought in some stellar management in Moers, and an impressive line up of investor buddies in Wolff, Bamford, Bertarelli. That little list ticked off during the cv disruption. As this new alignment takes position and I believe affirmation will be forthcoming tomorrow, then sp could be headed for a range of minimum 100-130 over next 6-12 months imho, and that's before factoring in what LS might have in mind for leveraging F1 onto all of the above. Ferrari made €700m Y/E Dec2019 and currently have a mkt cap of $20.8Bn. So a PE of around 26x. With AML currently valued at £820m, think Stroll & his mates have an eye on the big prize here. I have a modest £10k holding averaged at 40. GLTA on here.

Analysis here of great value & considerable depth Adg. Thank you! Goldman would do well to take notice of your take on the situation with the nonsense they have been putting out recently, cutting their forecast to 23p from 40p. The same Goldman who were Joint Global Co-ordinators on the 2018 IPO. Comedy gold. An interesting comparable, Ferrari made €700m Y/E Dec2019 and currently has a mkt cap of $20.8Bn. So a PE of around 26x. Ok, undoubtedly, Ferrari have special status but is it unthinkable that Lawrence Stroll and his new line up led by Moers can achieve some alignment with this model. So even if we take a low ball figure of profit from your table of £150m and apply say a 20x PE, we're looking at a mkt cap of £3bn against current £800m, giving an SP around 200p. There are risks as you've correctly outlined, but as LS starts leveraging the lustre of F1 onto Aston's global clients would any of us not want to be in. Currently have a modest holding of £10k averaged at 40. Here's to a great week. GLTA

I agree, it has been very quiet of late, makes me wonder. It is just possible that somebody much larger is eyeing up MTC, which having divested of it's entire onerous UK estate through an administration process, has left itself with an enviable global licensing business supplying the Mothercare range through franchise operators such as Kanmo Group in Indonesia. Maybe, and it is only a maybe, an established operator such as Next with a large Next Baby offering, as well as it's own international franchise operation, could view Mothercare with it's current £33m market cap as a compelling proposition for integration. I have a modest £2.5k investment here averaged at 8. GLTA

AML is attractive imho on a number of fronts. First & foremost Lawrence Stroll is a master of leveraging luxury brands, & in Aston together with the lustre of F1 he knows how to play this game. His mates, Wolff, Bamford, Bertarelli, and the new CEO Moers recognise where this is going to go. Palmer was unlucky that a crazy IPO engineered by Goldman & others then ran into the perfect storm in January. For those of us now invested in 'new' AML the timing is nothing but advantageous. From the IPO highest (rebased) price of just over £4 we're now to use LS's words re-setting from the late 40p's. Consider what a successful DBX launch, alongside realigned Dealer inventories & build to order, what consequent margin improvement will do to the bottom line 2-3 quarters from here. Current market cap £745m, if things pan out close to what Stroll is suggesting £1.5-£2bn looks realistic 12 months from here, ie 100-130p. Think there will be a share consolidation at some point as far too many in circulation currently, should improve stability and attract II's. Have a modest £10k holding averaged at 40. GLTA

Totally agree with all the half glass full investors on here. Do we really think Stroll gets up worrying about a few nickel and dime shorters. He's in it to see a huge return, possibly even as much again as he's already made in a stellar career. Many on here are in to share the spoils with Stroll. One dimensional short seller talk such as 'in freefall' on a 4.5% red day shouldn't hold any sway. The big prize won't be won in a week but this will come good. IMO. £5k investment averaged at 40. Good luck to all with glasses half full here.

Looking at Aston, now controlled by Lawrence Stroll with significant resources and operational experience in his locker, there is in my humble opinion a lot here to be positive about. Anecdotal snapshots of luxury markets re-opening in South Korea & China are witnessed in todays Burberry RNS. Game changer DBX ready to go with purpose built factory in place and re-energised production line. Vast potential for leveraging the lustre of F1 onto the brand, something that Stroll has in his DNA. As a reality check, Ferrari made €700m Y/E Dec2019 and currently has a mkt cap of $20.8Bn. So , say Stroll resets the business as he has promised, and turns a £70m profit in c 12-18months would imply a mkt cap of c£1.8Bn. Okay, some bumps along the way, but I'm not betting against him. Modest £5k investment averaged at 40. Best of luck to all.

When Lawrence Stroll got into AML in January he wasn't the only interested party, China's Geely being the other. Stroll saw huge opportunity to re-energise the brand that had lost it's way badly since the IPO, putting a big personal cheque on the table. This guy has massive form in the global arena, and just as important so do the buddies who have bought into the journey. Wolff, Bamford, Bertarelli. So with a market cap of around £500m Stroll's got a once in a lifetime opportunity with a much loved marque, brand new game changer DBX ready to go with purpose built factory in place, and an F1 tie up coming on stream to further seduce future owners. I have a modest holding of £5k averaged at 40 & will be holding until sunnier times. Good luck to those on the journey here.

So Goldman are downgrading their advice on AML. Not the same Goldman surely who were Joint Global Co-ordinators on the 2018 IPO with a 4Bn valuation. Don't think we need their advice atm. Modest shareholder here with holding at 40 averaged. ATB GLA

To give some insight into MTC's worldwide business, this quote is from Mothercare Indonesia, one of their global franchisees
"Mothercare in the UK closed its final store on the 12th of January 2020 and has signed an exclusive deal with a new partner to re-introduce the much loved Mothercare brand in the UK later on this summer. Mothercare’s International business is profitable and growing with more than 1000 stores in 40 countries and remains unaffected by the recent closure of Mothercare in the UK.
In Indonesia, Mothercare is operated by the Kanmo Group. Speaking on the recent developments, Manoj Bharwani – Co-Founder & Managing Director of Kanmo Group, said, “Mothercare Indonesia is a separate organization with exclusive rights to operate Mothercare in Indonesia. Mothercare in Indonesia is loved by many and is growing strongly! We currently operate 47 stores in 16 cities and have plans to open another 5 stores in 2020. Our online site, www.mothercare.co.id, along with our brick and mortar stores are registering strong sales growth year on year. We recently opened Mothercare’s largest store in Southeast Asia at Grand Indonesia Mall, where you can find the widest variety of Pushchairs, travel, feeding, nursery, toys & fashion products all under one roof. We are confident that Mothercare in Indonesia has huge opportunity to grow across the country.”
The Kanmo group manages more than 15 brands in Indonesia, such as Coach, Kate Spade New York, Nespresso, Mothercare, Early Learning Centre, Justice, Gingersnaps, Havaianas, Wilio and many more. The Indonesian retail market is growing significantly across all categories and we believe that Indonesia will become the leading market for retail consumption in Asia in the near future.
DYOR but it seems MTC are well positioned with an easy to manage royalties model now the onerous fixed cost UK retail estate is no longer dragging the rest of the business down. Am a modest holder averaged at 8. GLA

Lawrence Stroll, yes a billionaire Canadian, but has very strong ties with the UK, passionate about cars and knows his brands and how to leverage them. Without his involvement undoubtedly AML would have gone to the wall, but with Stroll who would want to bet against him. Plus he has seriously got his cheque book out with this and his backing buddies aren't exactly lacking in success themselves (Bamford, Wolff, Bertarelli). Think DBX will be a game changer & add in the exotic lustre of the F1 Team to potential new model buyers, brand new factory, all currently valued at only £500m market cap. Only my personal opinion but there is huge upside here. Have a modest investment averaged at 40. GLA LTH

Good summary of where MTC are right now Joe. The UK stores having been consigned to the great disclaimed leases graveyard means that the international business can now thrive without constantly being dragged down by existential issues at home. Management couldn't have seen Covid coming, but the decision to put the UK into admin could end up being a masterstroke once things recover in it's global businesses, which they undoubtedly will. Modest holding averaged around 8. GLA

It might be worth remembering that around December time through January when Lawrence Stroll was taking his stake, that Geely the Hong Kong quoted automotive giant with a market cap of £15B were also very interested in getting involved. I honestly feel this story has a lot more upside in it than is apparent with the current daily bashing. For what it's worth I can't see Stroll and his buddies being in this other than to hugely succeed, it's in their DNA. Am a modest holder averaged at late 40's. GLTA

Admire your honesty on here Sudnal. Pragmatic side of my head thinks you are right. Ever hopeful side feels that Lawrence Stroll, with his burning ambition to make AML a dynamic force again, alongside his chums Silas Chou, Anthony Bamford, and latterly Toto Wolff, will come good. I have a modest holding at average 50p here. RNS 7am. GLA

I remember reading Rocka's posts back in late 2017 with Ocado in the 3's. He was right every time about the potential for deals, outing the shorters, & where the stock was heading. Rocka speaks with much authority and considered opinion on here.

My incredible late son traded regularly in this share. So I couldn't help treating myself
to two lots of 22,000 shares yesterday in the belief that there is still some action to be
had here. Anglo are picking this up for peanuts. Others will see value. GLA.

My son is a recipient of the CAR-T cell therapy for acute lymphoblastic leukaemia - and I'm also a modest shareholder in this company. So you could say on both counts I have a vested interest in the share price and technology behind it! If it helps anyone out there deciding whether to stay in or out - I can tell you that for my son the treatment is working. Good luck to all !

Hawkander you are so right! My young son is an ALL patient who received successful ground breaking treatment that got him straight into remission after relapse. So I can vouch from experience what an absolute game changer anything like this is.