RE: Earnings call transcript: Aston Martin’s Q1 2026 sees revenue boost, stock rises1 May 2026 17:04
C26 — you can’t have it both ways.
You’ve always criticised AML for pushing wholesale in Q4 to inflate numbers, and now Q1 shows the planned reversal — lower wholesales and dealer de-stocking — exactly as guided, you suddenly present it as a negative.
This is all within 2025 guidance and reflected in Q1 reporting, so what exactly has changed?
You’re now claiming worse results and another cash raise for Q2 — based on what? Everything you’ve listed is already known and guided. Management under Hallmark has been quite consistent, and when things change, they’re communicated via RNS/updates.
So where is this claim coming from — do you have inside information, or can you provide a credible source for these worse results and cash raise predictions?
Otherwise, it’s just the same repetitive drivel about a company with weak fundamentals: taking known facts, spinning them negatively, and calling it insight.