RE: Answer is no…8 May 2022 17:00
Stille,
I must admit, before I say anything that I am still holding AML and will buy more after (*].
(*) Whether C26 group or hedge fund correct or not about need more raise fund.
Let focus A and B.
A. Stroll keep say no more raise fund (we have 400mill in bank but increased debt, and C26 will point out about loan (interest costs) etc… Stroll has changed strategy and focus on DBX707s to roll out this year (no evidence, C26 want hard evidence) in next H2/3 reports we will know more whether good or bad… numbers ordered. The DBX 707 RD margins seem decent it could be still need fund or not…for next stage .
The atmosphere of raise fund seem getting higher each day.
But the outlook for Aston Martin albeit (debt, loan to pay.)
Last resort, it can be another raise fund but example raise £500mill (500 is example)…. All 500mill I believe Stroll will want to straight the bank not pay off loan etc the shareholders will be dilute (straight to bank) mean the SP will be not too bad (I can’t guess what % will be drop) nor up!
PIF already monitored AM (PIF 2030 vision)but that only monitor… could be never happen.
The risks/ rewards - is very big (need steel ball) …. (dYNR, if you can afford to lose)
If 500mill Raise fund happen - C26 will be correct but Stroll will be masterstroke with 500mill and get back 500mill and more…….
Turnover at AML are right direct and even better …… if you look AM job at AM …..
Log off……