Member Info for RatMaster

I really don’t understand the stock market on days like this… JD on the rise despite a drop in sales across the globe??? I cannot for the life of me fathom why this stock has climbed over the last 2 weeks knowing full well the Q2 findings were going to be negative.

I really have no idea why this has driven so low on the back of the RNS. A positive acquisition against a slightly negative financial of around 3%, this has made AML’s lows look tame… Where will it stop???

I’m puzzled by the recent downward trend in CRWV’s share price, especially after Mike Mattacola’s interview at the Raise Summit yesterday. The company appears to be at the forefront of AI infrastructure and technological advancement, now even bypassing intermediaries to deliver more raw power for cutting edge AI data centres.

Is this just a market play to attract major investors at a lower share price, or are some investors simply taking profits and locking in gains? If I didn’t already have a significant investment, I’d be looking to buy more.

Looks like this is going to be on the 9th now… my mistake.

Unfortunately all the hype looks like today’s demo isn’t yet in the planner at CoreWeave, but I’m sure it’ll happen soon enough. In the interim there’s another milestone day with today being the first real opportunity for CoreWeave to discuss its vision within the AI space at the Raise Summit in Paris today.

I’m very interested to see CoreWeave taking the stage, where Mike Mattacola will be sharing their vision for scaling AI infrastructure across Europe, an important step as AI continues to transform industries and our day-to-day lives. With their recent acquisition of Core Scientific, CoreWeave is clearly gearing up to make a big impact. Looking forward to seeing how this shapes the future of AI and cloud computing in the region!

Hopefully they talk about the Blackwell architecture and possibly hint at the upcoming demo date?

Big week for CoreWeave! Possibly tomorrow, they’re unveiling the first 72-GPU Blackwell Ultra rack, imagine real-time answers from a 400-billion-parameter model and text-to-video generation in seconds. If the live numbers match the hype, this could completely change the mood after last week’s deal worries.

They’ve just doubled their power capacity with the Core Scientific buyout, and now we get to see what that extra muscle can actually do. The demo stream should go live on YouTube around 4 pm UK time, definitely worth a watch. Grab your popcorn! fingers crossed it’s tomorrow 👍🏼

Bond continues to tick up, despite the red day on equity, now at 62.07p, up over 3% on the day. Encouraging to see bond sentiment recovering while the equity chops around.

Also thought WilliamEmerson11’s take was spot on, even if a refinance costs 10%, it could be worth doing to reduce overall debt costs and get the business back on track. Still feels like July will be a key month for sentiment shift if the NASB cash lands cleanly and we get signs of operational stability.

Hanging in here. Still hopeful for mid 30s over the next few weeks.

Bit of a lift on the bond this morning – it’s up just over 1% and sitting at 60.89p now.

After the past couple of months, it’s nice to see a bit of green rather than more pain.

Feels like we might be turning a corner sentiment-wise… still early days, but if this keeps ticking up, maybe confidence is starting to return ahead of July’s news. Wouldn’t take much to shift things if the refinance or NASB sale lands well.

Link to the bond chart for anyone watching it too: https://markets.businessinsider.com/bonds/mobico_group_plc-bond-xs2259808702

Looking at last weeks RNS it’s all positive news even if the climb is gradual. Definitely worth a punt at these prices.

I'm slightly going to swallow my own words here and back track just slightly in that there are some areas of spending the AML do involve themselves with within the F1 team, I should’ve been clearer. AML doesn’t pay for the F1 team’s racing operations (drivers, factory, etc.) — that’s handled by AMR GP Ltd, which is privately owned.

But AML does pay a £19m annual sponsorship fee for branding rights, plus engineering support through AMPT, which brings the total close to £25–30 million per year. It’s more of a marketing and technology partnership, not team funding in the traditional sense.

So yes, some of AML’s spend is connected to the F1 team — just not as direct racing costs.

I thought I’d cleared this up earlier but I’ll say it again…

What it doesn’t include:

The Aston Martin F1 team is a separately structured entity owned by Lawrence Stroll and his consortium. AML licenses the brand name to the F1 team but doesn’t fund team operations directly.

F1 driver salaries, wind tunnel builds, etc., are not on AML’s balance sheet.

The £1.25 million in question doesn’t get spent on anything to do with the F1 team.

Alright lads, hands up, I absolutely posted that on the wrong JD 🤷‍♂️

That was meant for JD.com, not JD Sports… classic case of posting after finishing a 12 hour night shift…Fair play to everyone who spotted it — some of the replies genuinely cracked me up. I deserved the carrot jokes and then some 🥕🤣

But since we’re actually talking about JD Sports (JD.)…

There is a real case building here that’s being overlooked:

Revenue for FY25 came in at £11.5 bn, up 10% year-on-year

£1.2 bn in operating cash flow after lease payments — that’s no joke

Recent acquisitions like Hibbett (US) and Courir (EU) are adding global scale

P/E around 6.7x despite delivering £923m adj. PBT — it’s cheap

Expansion’s going strong in North America (+27%) and Europe (+9.5%), even with a flat UK market

Sure, there are headwinds with US tariffs, but JD’s already diversifying sourcing and tightening costs. If the market gives it half a chance, this could be setting up for a proper rebound.

Anyway, thanks for the roasting, no hard feelings at all. Lesson learned: check the ticker before typing like a legend 🤦‍♂️

Cheers guys 👊

Just to help clear up some confusion I’ve seen on here — the often-quoted £1.25m per day burn figure doesn’t mean AML is lighting money on fire across the board. It’s a normal cash outflow for a company at this scale, and there’s important context behind it.

What it includes:

This figure covers the car-building side of the business — things like:

Staff, factories, logistics

R&D for models like the Valhalla, Vantage, DBX upgrades

Marketing, dealer support

Interest payments on AML’s existing debt

That means the burn rate reflects core operations and product development. It’s also worth pointing out that a chunk of the development spending goes toward limited-run, high-margin cars like the Valhalla — which will bring in significant revenue per unit once deliveries begin.

What it doesn’t include:

The Aston Martin F1 team is a separately structured entity owned by Lawrence Stroll and his consortium. AML licenses the brand name to the F1 team but doesn’t fund team operations directly.

F1 driver salaries, wind tunnel builds, etc., are not on AML’s balance sheet

So yes, the company is spending — but it’s investing in future product lines and premium positioning. That spending isn’t coming from some black hole; it’s part of a turnaround plan to shift the business toward profitability by H2 2025.

Plenty of valid concerns out there — but worth keeping the full picture in mind.

Cheers lads... appreciate the replies.

@Mav1967 £1.18 would be a great finish to the year. If the new model releases land well (Vantage Roadster, DBX upgrades, Vanquish Volante, and Valhalla) and they hold that premium price point, I don’t think it’s out of reach.

@Rusty16 spot on — not without risks, but the volume of good news lately feels different to the usual fluff. We’ve got buybacks, new leadership actually putting their money in, and real movement on cost control.

I’ll be keeping a close eye on Q2 delivery numbers and how quickly that £125m capital gets put to use. If execution matches the strategy, we might just be heading into a proper turnaround.

Still holding long here it feels like there's so much to be optimistic about.

I know some people have been here for many years now and have tumbled a very long way... Surely the future looks much brighter from here.

Share price looks like it’s rounding out after the little dip, and there’s some serious positive movement behind the scenes:

Buybacks: They’ve already snapped up $5.1bn worth of shares, with a $5bn buyback running through to 2027. That’s proper conviction from the company and usually a good sign they see value here.

Dividends: $1 per ADS for FY24 — solid 3% yield just for holding. Not bad when you’re also eyeing potential growth.

Earnings beat: Q1 was strong, revenue up +16%, profit up +53% year-on-year. JD’s beating expectations and still trading on a P/E under 9. That’s cheap by anyone’s standard for this kind of scale.

Logistics arm is quietly becoming a major contributor — now 25% of EBITDA. S&P even revised their outlook to positive. That’s a good nod from credit markets.

Chart is starting to show a base forming… volume ticking up. Feels like something’s brewing.

Feels like the start of a proper turnaround story here. Not shouting from the rooftops yet, but the signs are stacking up if you're paying attention.

I'm in... worth watching closely this week.

Not advice, just my view.

Plenty of strong signals coming out of Aston Martin recently for those watching closely:

CEO Confidence

New CEO Adrian Hallmark just bought ~199,000 shares, showing direct confidence in the company’s future.

Healthy Order Book

Core order book remains solid with around 5 months of visibility, and retail demand continues to outpace wholesale by 50%.

With new models (Vantage Roadster, DBX S, Vanquish Volante) due this year, expect more upward pressure on sales.

Cost Cutting = Leaner Operations

Aston recently cut 5% of its workforce (≈170 roles), targeting £25m in annual savings. Half of that will show up this year, strengthening the path back to profitability.

Fresh Capital Inbound

A planned £125m injection from Lawrence Stroll’s firm gives them additional headroom going into H2 — a big vote of confidence from the top.

Financials Improving

Loss before tax down from £138.8m to £79.6m YoY

Net financing costs dropped significantly

Average selling price hit a record £245k in 2024

Free cash flow and positive EBIT forecast for 2025

There’s still debt to manage, but with cash reserves stable (£514m), operational improvements, and a high-end product roadmap, AML could be approaching a critical inflection point.

I’m holding long. The next 6–12 months could be key.

DYOR. Not financial advice.

Happy to be joining the party here — just got in this morning.

Really encouraging to see the Aston Martin LMGT3 team putting in a strong performance at Le Mans with Drudi on pole. Fingers crossed for a great race weekend in both France and Canada. Hopefully the brand’s momentum on track can help bring a bit of life back into a share price that still feels a long way off where it should be.

All the best, everyone.

Forget the ex-div date—it’s behind us now. What we’ve got in front of us is a seriously undervalued stock with huge upside potential.

Yesterday’s RNS was quietly one of the most bullish updates we’ve had in months. Onyx (SEIT’s U.S. energy platform) just secured a $260 million senior credit facility, replacing the old $115m RCF. That means:

Onyx can now self-fund its entire upcoming pipeline without further SEIT cash

Reduces SEIT's future funding commitments

Keeps gearing stable across the portfolio

Confirms confidence in the value and maturity of Onyx as a platform

Opens doors to privately negotiated deals with selected investors—potentially unlocking serious hidden value

And let’s not forget, NAV is still 90.6p, while we’re sat under 50p. That’s a near 50% discount with a target dividend of 6.32p (over 13% yield) backed by cash-generating, contracted assets.

If the price doesn’t re-rate into the 50s soon, it’s not because SEIT isn’t performing—it’s because the market’s asleep. Let’s wake it up.

Solid yield, quality assets, big discount, and a financing deal that makes SEIT’s forward position even stronger.

The backward step we're all expecting but lots hold for a nice rise into the 50's

How good would it be to see it back into the 50s again this year… a nice bounce back and a dividend… come on guys.