Member Info for Richard365054

..............................Jan 2022................Jan 2021................% increase
Aston.....................110.........................58...........................+90%
Bentley...................134........................89...........................+51%
Ferrari.....................76..........................72...........................+6%
Lamborghini...........27..........................51...........................-47%
Maserati..................67...........................50..........................+34%
McLaren...................12..........................37..........................-68%
Rolls.........................34..........................22..........................+55%

I agree with all that, carpy. With the release of the 6 cylinder hybrid in China and the 707 worldwide, AML have a three pronged attack with the DBX. Volumes should be appreciably higher this year, as well as AVP.
The imminent launch of the V12 Vantage will have many buyers waiting or deposits already paid and with the assembly of the Valkyrie for the next 2 years ongoing at Gaydon, the future looks a lot rosier. Certainly AML were more than happy last year with sports car sales so that should only continue with the addition of the V12 Vantage.
The only aspect that isn't going to change for 12 months is any added momentum for GT sales. The reworking of the Sports/GT models sounds to be quite substantial, but we have the evidence in the 707 that power increases should certainly be on the cards. Twelve months isn't long to wait providing there are no hiccups along the way. I would expect a sizeable addition to turnover this year.

I get your drift on that comment from Tobias Moers. I think there's context missing in that comment as the Cinese market will take a significant proportion of straight 6 hybrids and I just don't see the base DBX becoming a low volume player. Time will tell.

The new 707 will certainly now feature in a lot of shoot outs where the Urus has reigned supreme. I suspect a lot of people will place orders because simply having the performance elevates the car, regardless of them ever using it. Now we await the Vantage V12 RS - lovely to see AML producing the cars for the petrol heads amongst us.
I get the impression Laurence Stroll has reigned back his appearances for the marque. Sure, he appeared yesterday, but it was rather a minor supporting role and it's a good thing as he isn't a driving force behind day to day activities of the brand.
Like others, I await with interest the guidance for 2022, but Q1 and Q2 will be very interesting. I've done my own figures for the year and even on approximately 3800 DBXs Aston should be reaching circa £1.425 Billion turnover. That gives AVP a huge boost and with other variants of the DBX to appear plus heavy revamps of the Sports/GT cars only 12 months away the momentum is finally building. A good, positive start to 2022.

I've not seen or read that estimate for sales. If it came about it would be a 60%+ increase on 2021, not forgetting the impetus that the straight 6 hybrid in China would provide. The market can only take so many of these very expensive SUVs and of course Ferrari have their own example coming before too long. But conversely, this is possibly the last hurrah for these charismatic engines and people will buy to have one to enjoy. Let us enjoy Aston Martin giving us these beautiful cars even if we can't afford one.

I believe, if you go on YouTube, the formal launch of the flagship DBX S will be at 12.54pm. Thought it was unusually quiet this morning.

It's been a quiet period regarding announcements from Laurence Stroll, but far better that statements regarding company performance come from Tobias Moers. He comes across as single minded and quite a task master, but undoubtedly his talents and structured approach has been needed and perhaps some people have left who were a little too comfortable in their positions.
Thankyou to TinyPie for bringing information of the straight 6 hybrid DBX to our notice. It's a sizeable price saving in China which surely opens another chapter in the evolution of the DBX. Impressive that AML could engineer, test and certify this model so quickly and it suggests there will be very good additional volumes to count upon this year.
We all have only a short time to wait for the performance or S version DBX and I'm sure a lot of buyers have been waiting for this model and YouTube will be full of videos before too long. Between the two derivatives there will be quite an acceleration in DBX sales this year, with more to come the year after in all probability.

I spent quite some time studying announcements for the past twelve months and it's interesting to see how efficient and trimmed the manufacturing process has become, with major cost savings throughout. To reduce the number of workstations in addition shows just how much fat was waiting to be trimmed.

I've always been struck how AML , even though they are a much smaller company, have managed the complexity, development and production of the Valkyrie ahead of Mercedes own hypercar with their far greater resources. The Valhalla which to my mind is the prettier and more useable car will be eagerly anticipated and AML now can give this vehicle attention and impetus with presumably a late 2023 production date planned.

Talking of dates, volumes and models, it's interesting to focus a little on what and which models are being assembled or are in the pipeline for the next two years as Aston move towards their 2025 target of 10,000 units.

Vantage V12 RS. 300 units.
DBX straight 6 hybrid. Unlimited.
DBX S performance. Unlimited ?
Valkyrie coupe, spider and AMR Pro. 275 units.
Valhalla. Maximum 1,000 units.
Heavily relaunched Vantage, DB11 and DBS. Unlimited.

The combined approximate value to the company of the Valkyrie, Valhalla and Vantage RS is approximately £1.4 Billion, running from now through to 2025 with the Valhalla. Initial wholesale figures for Q1 and Q2 2022 will be interesting as these will begin to show the impact of the DBX hybrid in China.
Will there be F1 editions of DB11 and DBX? Nothing so far announced and only approximately 12 months to the launch of the heavily revised Vantage, DB11 and DBX.
A lot to come and at some point will there be reference to the Lagonda brand. You wouldn't bet against it as a serious competitor to go up against Bentley would be mouthwatering, plus potential sales wouldn't detract much from the current Aston Martin model range.

Hello SUFCESSEX, long time since I followed Lloyds on a regular basis. Whoever christened Osorio a Portuguese Pirate was spot on - he feathered his own nest for too long. I doubt anyone misses him.
I remember over ten years ago Lloyd's were trading at 77p and they're still 30% off this level, yet still adding hundreds of millions of new shares each year. Not for me, I had enough of a company not delivering.
AML are certainly interesting and they've held an interest for me for a long time. They are a risk but then at the moment I'm still healthily up. Lloyd's let too many people down, allowed themselves to be manipulated and never explained where the share buy back cash disappeared to. No longer for me.

Considering how close AML came to going under 2 years ago, it would be a considerable shame to witness any more upset affect the brand when it has so much going in its favour. Between the Valkyrie and Valhallah, these two hypercars will contribute to around £1.3/£1.4 Billion turnover over 3 years. Their production should lead in nicely to the Vanquish which should become AML's mainstream mid engined supercar.
DBX variations including the straight 6 version for China only will enable a broader spectrum of clients to be attracted to the brand.
Vantage has fortunately gained some impetus to it's sales recently and the forthcoming RS V12 model will assist here. But what a shame Reichman got the original design so wrong. Back in the mid 2000s AML were on a roll with the DB9 and recently announced Vantage. These two models encapsulated the beauty Astons were renowned for. Come the new Vantage and it seemed all the lessons learned were thrown out of the window. Reichman likes to call it the hunter grille but to me it was a bottom feeder, like the Manitee. I wonder why the lesson learned wasn't applied like Porsche approach their 911. If something was so successful why try to so drastically change it. No doubt Palmer had to sign the design off for production but it makes you wonder how much of the current pain could have been avoided.

Should read for DB11 and DBS........

Interesting to look at a competitor and measure how long it took them to achieve the success they are now enjoying. Bentley were taken over by VW in 1998 and have enjoyed a stella year. The Bentayga has achieved the largest slice of sales but it took them a long time to get to this position. The original model was pretty ugly and they had to wait for the redesign to put that issue to bed. They now offer a four option model range.
AML started with just one model of the DBX but have added the straight 6 version in China and have the performance version to release here around the end of the first quarter. Many buyers like to brag about how quick their car is so this should fill a hole in the range. The future holds the hybrid option as well as possibly a coupe as well as a 7 seater, so there's a lot to come. Pretty sure AML won't be content unless they hit 4,000+ plus sales this year.
The Vantage has apparently been selling above expectations due to the F1 variant as well as the nose redesign. The forthcoming RS V12 version will I am sure be a sell out very quickly and will be good figures this year.
For DB11 and DBX we have to be patient. The substantial redesign is a little over a year away but I wonder if AML will keep the numbers moving with F1 variants in the way they have with the Vantage.
Vanquish production should now settle into comfortable and profitable numbers each quarter, running well into the second half of 2023. Valhallah has the time now to ease it's way into the production schedule and from a personal point of view I think it's a more attractive model than the Valkyrie. It will be interesting to have an update some time with regard to deposits as I think it will become a good seller for the company.
Valhallah production will be running throughout most of 2025 so the company has the time to work effectively and successfully on the Vanquish.
As for Herr Moers, it's almost impossible for an outsider to make an accurate comment. He maybe has an abrasive appoach or very high demands which make people feel uncomfortable. He certainly seems to have ruffled some feathers and a number of people have chosen to jump. There again, he was sometimes at odds with Mercedes and was not shy at speaking out. Time will tell.
He does however, deliver on his promises and when he makes a statement regarding volumes he does let the numbers speak for themselves. Stroll has been guilty of over promising whilst Moers delivers what he promises.

A Happy New Year to the committed long term shareholders and looking forward to the exciting prospects to come in the next two or three years.
Good to see the end year figures including Valkyries finding their new owners. 2022 will very much prosper from the Valkyrie, running well into the second half of 2023.
Although not having a breakdown within Sports and GT, it appears the Vantage is selling above expectations with the advent of the F1 edition. Sadly the DB11 and DBX are not performing as well, but it is worth bearing in mind that cars are made to order and discounts generally not a part of selling considerations. Rather a contrast to 2019 and earlier when Vantages were being given away for around £1,000 a month just to bolster figures.
So what to look forward to:
GT3 V12 Vantage.
DBX S version to take on the Urus.
Probable other versions of DBX including Coupe and 7 seater.
Significant redesigns of DB11 and DBS being released in a little over 12 months.
Production of Valhallah due to commence, probably later part of 2023.
Vanquish details and announcement.

It will also be interesting if Lagonda is mentioned in this coming year as it has been parked so far. The success of Bentley in particular must reignite the prospects of the brand being awakened.

I'm disappointed as much as anyone else over the delays to Valkyrie, but I'm also immensely proud that "our" small company have brought this hypercar to the market place before Mercedes themselves.
I also consider it an achievement that the F1 Vantage has been such a sales success, the hybrid six cylinder DBX is now on sale in China, a high performance DBX will be launched early next year along with the V12 Vantage RS, these two additions within the first few months of 2022. With Valkyrie roadster to follow leading through to Valhallah, additional versions of DBX and then heavily redesigned and relaunched Vantage, DB11 and DBS, I think the small team that is Aston Martin are doing a praiseworthy job.
We're not even mentioning Vanquish or plug in models or full electric or even Lagonda. It's been bumpy but the first few chapters of the new story have been compelling reading and nothing in the new model range released so far has been disappointing.

An update I received from AML regarding their hypercar, first cars on way to customers next few days and double digit deliveries will be made by end of the year. They haven't commented on why the deliveries were delayed after Lawrence Stroll made the earlier pronouncement in the summer, but Valkyries and paperwork being readied for customer deliveries during remainder of year. In line with Tobias Moers statements during November and more recently.

The straight six hybrid will be a sizeable incentive for prospective Chinese buyers saving them in the region of £30,000 on this model. It will allow buyers to consider the DBX where previously it was in a higher price category. Quite astute.

Carpymick, thanks for that. Just a shame there isn't a little more civility on here. It doesn't cost anything.

I was of a mind to have a look back at an article in Autocar on the 5th June this year with Tobias Moers.
Before outlining the range of models which would be launched between then and 2023, he stated AML had closed a 90,000 square foot site at Wellesbourne which had been earmarked for Valkyrie and moved it all to Gaydon. Hypercars, GT and Sports Cars all under one roof and a single state of the art paint operation at St Athan.

He then outlined 10 new models that would be launching between then and 2023:
3 versions of Valkyrie.
Vantage F1.
Valhalla.
2 extra iterations of DBX.
Updates to DB11, Vantage and DBS.
Probable F1 editions of DB11 and DBS.

At this time there were also photos and reports of V12 Vantages and DBXs pounding around the Nordschlief.

Come forward to Thursday morning and several more pieces slotted into place.
Valkyrie output could be raised to 3 models per week, running throughout 2022 and into at least the 3rd quarter of 2023. This would yield around £400 million turnover in 2022, slightly less in 2023, plus the balance of Speedster in 2022. Valhalla would therefore transition beyond this and likely add a further £400 million turnover to each of 2 calendar years.
DBX mild hybrids are already on the boat to China and AML would not have developed this China only model without very strong indications that the development would be worth it. The next iteration (probably V12 to take on Urus) would be launched Q1/Q2 2022. A refresh of DBX would not occur until 2025 and why would it since no model anywhere is refreshed any sooner. There's also rumours of a 7 seat version and fastback. There will also be a full hybrid plug in further down the road.

2023 would reveal a mid cycle refresh of Sports/GT cars, likely end Q1/beginning Q2. These would be more than just a facelift. Vantage has been doing better sales than expected, particularly bearing in mind that it is a no discount model.
2025 will reveal the first full electric car.

The 10 model plan over such a short time frame is remarkable - even more remarkable is getting the Valkyrie to completion when Mercedes themselves continue to struggle with their own hypercar. It is easy to knock Aston as Stroll is very much a marmite figure, but there are world class people at the helm and Moers is a doer rather than a talker and he leaves the models to do the talking.

If you look at model numbers the DBX developments will no doubt yield bigger production numbers next year and beyond, plus Vantage continues to grow in popularity. DB11 and DBS have not had the same impetus but bear in mind that heavy refreshes are only around 17 months away. 2022 will give some real impetus to AML and it's an impressive turn around since Herr Moers has only been at the helm for 15 months.

Pedrobull, yes, the percentage change is year to date compared to 2020. A lot might consider the improvement small but AML were destocking aggressively throughout 2020 and discounting hugely to move vehicles on. Back to 2019 when these practises were rife they were offering new Vantages for £1,000 per month and this was skewing figures just for the sake of figures. For some time now the AML unit price has been on a steep upward trajectory and this reassures buyers for the long term.

.............................Sept....................YTD...........................% change to 2020
Aston Martin.........158......................822..................................+28%
Bentley...................190.....................972..................................-4%
Ferrari.....................112.....................849.................................+7%
Lamborghini.............35.....................343.................................+52%
Maserati..................115.....................538.................................+23%
McLaren....................19.....................276..................................-2%
Rolls Royce...............50.....................248..................................+2%

Hi Stille, did you watch the endurance race that the Vantage won. Camera coverage was a bit poor, maybe they don't have the same coverage around the circuit as they do with the 24 hour race. But to me that really was pure racing on a real racers circuit.
Just one Aston among 160 cars and it trounced the lot. Lots of risk though and all the GT3 drivers take chances. In the lesser classes quite a few drivers don't use their mirrors. Wonder how many more years we'll be able to watch this until the eco zealots spread their web.