Member Info for Pau1Oz

Plus 25 bond cars all reserved, 3.3mill each.

Of that I have no real idea. F1 undergoes a massive new regulation change for the 2022 season though.... before then would make sense. But that car is mid development already.

Wolff clearly wants out of Mercedes F1 - he's already resigned from his role as principle. He is a shareholder in the whole incestuous trio - Daimler, Mercedes F1, and now AML too. Rumour too that Stroll may sell Racing Point to Mazepin (F2 drivers billionaire dad).

Another benefit to Daimler.... is the increased engine regulation coming for 2022. Aston Martin due to massively lower production volumes falls outside of some of the harder regulation. Could Mercedes us AML as they high performance division? Mercedes F1 Engine boss has also resigned to 'start on a new project within the mercedes family' ..... hmmnnn

Too many stars are aligned....

No @ContrarianKicks that won't happen in our life time. Racing Point is a midfield team - unless something remarkable happens.

My logic is based around the common perception that Mercedes have won all they need to in F1, and will soon want out - of the race team at least if not the engine supply side as that is self funding. My thoughts are that Stroll will part x Mercedes F1 for AML - or a straight swap for increased shareholding in AML. At which point that becomes know.... SP rockets.

There is a simple answer to that. German businesses have structure, rules, and very rigid beancounters. I was middle management of a British firm bought out by the German market leader - jesus the lengths they went to getting inside our business before it was approved was mind boggling!

No good beancounter, or BoD would approve the purchase of a dead duck. They don't do that. If they have to pay more for when the new company structure and business plan has proved itself, then so be it. IMO.

Strolls modus operandi is to turn companies around, then get out.

The scenario I see him in is in also gaining a championship winning F1 team in the process. Which if he pulls that off, is nothing short of genius.

Or maybe Daimler are looking to part x their F1 Team for an increased shareholding in AML..... either way, when this happens, private investors who had ridden the storm stand to gain massively.

Can you see any other scenario?

So.... assuming, as we all know, that Strolls game plan is too flip AML at huge profit.
How does he do that without making other shareholders profit too?
Genuine question.

Hey @Contrarian.... did you notice anything weird, unprecedented, unforeseen going on recently, that kinda closed the vast majority of businesses without warning. This global pandemic thing? Or did you predict all of that?

I was invested in Astrazenica until recently.... bored me stupid, was neither up nor down in a month. Whats the point in that? I've more than doubled my money on AML in the same period....

You don't make money from healthy stocks that are priced right - it's just a safe place to park your money and earn a bit more than if just it in the bank. If that's what you want, crack on, AML for sure isn't for you.

You make money from weighing up risk vs reward - to me thats looking for strong brands who have had a bit of a hard time of recent, and undervalued compared to where they should and could be. NOT where they are now.

And here we are.....

Rather than looking at it as a rise from 28, I see it as recovering to where SP should be after it was driven lower. When we were all sat here watching the relentless drive down from 60's to the 30's, the manipulation was so clear. And logical it being the RI price point.

The rise from 60's to 80's was due to Moers announcement - and again made sense. He's an industry power house!

The drop from 65 - 50 yesterday again was for a specific reason - and it only overshot it's mark very briefly.

Just to demonstrate that EVERYTHING has a reason. SP's don't move up and down magically on the wind. There is cause and effect. Saying we'll see 30p next week is as nonsensical as we'll see £1 next week. Yes, we could see either of this figures next week....but there will be a firm reason for it, which of right now, we have no clue.

Did you predict a global pandemic, almost universal lockdown and market collapse 6 months ago Jed? No of course not, nobody did. TBH I think they have navigated through the chaos admirably. Especially making the most of furlough to keep the factory shut cheaper and at the same time de-stocking dealers to lower tied up capital and hold the used market pricing higher. Clever shiz really!

Sounds like DBX orders are still accelerating, we'll find out soon. All 25 Bond cars sold at 3.3m each. And that's all without mentioning their actual core product offering.

I would wager (well, kind of am wagering) on a Mercedes takeover medium term - I don't think it will be too far in the future. They will probably totally surprise the market with it.... we need to be IN when that news hits.

Tail end of this year with the share price is gonna be a riot I reckon ;o) LOVE it!

Nice one Sworks.... I don't actually know what I'm talking about, just trying to take a step back and look at things logically ;o)

The users name sworks..... you a cyclist? I have a couple of those - the S-Works McLaren Venge, and the Tarmac Torch from Rio '16.

I had no hesitation jumping in the primary bid - my only regret was not having any time to move big funds around to jump in harder. I was confident that whatever price it came out at would be advantageous, but also that SP would quickly drop to this new price once known, as would usually be the case. I'm really happy why the placing was done and the way it was done. Made my Friday morning entertaining!

As it turns out I also topped up on the open market at just over 50p too - I tried repeatedly at 49p, got quotes but none confirmed fast enough.

I think you could excuse the BoD for not having foresight of the effect of a global pandemic....

I believe that they raised this additional capital in the right way, for the right reasons - and IMO the market seems to agree - it didn't over react yesterday, but did exactly what I was expecting. So far ;o)

After selling the majority of my holding mid last week, I bought the same number of shares back at 50p yesterday. So have the 20%ish capital to top up on the dips if they come.

I wasn't planning to buy back so soon - I sold as I expect the markets to drop and take AML down with it. And hence why I haven't gone ALL in buying back. I would expect a couple of short sharp dips early next week reacting to the FTSE, but bound straight back to mid 50's. Will be keeping a close eye.

Personally, I love the volatility!

Welcome! You won't go far wrong medium term with where you're in. This stock is a volatile one, there will be down days - but the future is shaping up just lovely!

It's held up well I think too. And yesterdays drop to 50 was precise, and dare I say correct - the market didn't freak out about it.

SP rises next week will very likely be stifled by the Dow taking the FTSE down though IMO....
My view is that the UK market hasn't overshot the recovery toooooo much. But the US has massively, especially for where they are in the Covid curve. Unfortunately a readjustment there will affect us too.

Spot on Cars. Didn't see it coming but damn sure I'm gonna make the most of it!
All we can really tackle is what's right there in front of us....

Nah 3300 that was hilariousnessish!

Just try to be funny when I'm not actually doing some real work elsewhere ;o)