Member Info for selecta6

@Paul,
My view for what's worth.
Q2 will be terrible.
So, AML will hold back all good news, including DBX launch until then.
Fight bad with good to attempt to distract.

Hi 3300. Sorry for delay in response.
Had a bit of life besides AML!!

Not sure there is a worse case debt scenario. Debt is debt.
It's probably greater than 12%, since Stroll with placing, happily went for 12%, plus is trying to factor debts, and that is way more than 12%.
In my experience, debt factoring is an option well down the list!!

Ooh, i reckon a tyre change, would be more than that.

The £200 a minute, is the interest charge that AML are somehow having to swallow.

Don't get me wrong, i'm in here financially and do believe it could come good.

But, that interest charge is like a ball and chain.

Spot on Frank.

The 45p to 60P band is no good to me, either.
Below to top up, above to break even.
Loving your thought of £5!!

Can you think of anything that would cost £200.00 a minute?

@Paul. Yep, totally agree.
I'm still stinging from the placing.
Just have to accept 20% less profit, when it comes good.
Which, i think it will.

@DM. Yes, totally agree.
In fairness to Stroll, he has bought it, at an awful time.
So kick it down as far as possible, blaming it previous regime.
Then, it gives you a better way forward.

I'm still in, and a believer.
Just think it will take much longer, now

We are still in transition.
Last part is Q2 figures.
Stroll will have Ken chuck all the crap in and wipe slate clean.
Once all done, this will start to tick up, provided improvement in GP%, and debt controlled.

Think they need the Q2 horror story out of the way, before anything happens here.
It will be absolutely dreadful, and Stroll will sugar coat it with all the good things that are presently occurring.
However, you can't get away from the bald figures.
Plus, when you 'takeover' a company you inherit all sorts of skeletons buried in the numbers.
So, what do you do with them.
You wait for a bad time, and chuck everything in, including the kitchen sink, and make the bad time, really bad.
So here we have a really, really bad time, and Stroll about to chuck in all the skeletons, just to make it absolutely horrendous.
This is his one off chance to clear the slate.
Then it will start to improve

Rock on WG, great choice.
Or, should i say Rick on!!

Of course down down, is exactly what i need from the SP, to top up and recover from the Stroll shafting last Friday!!

Yep. i'm sat ready to add at 45p.
Got to get average down, after Stroll shafted us with placing.

Whilst crossing the road, just bowed and gave way to a 20 plate Vantage.
Would have been rude not to.

Looked very good in black.

So, AML have sold at least 1 car since lockdown!

If my share holding went back to IPO price of £19. I could then buy one.
That would push share price even higher.

Sounds a good plan.

I'd take that too, and run.
Makes some sense. Saves them with all the fag of SE red tape. That'll be 3 jobs saved!!
In line with the closed placing on Friday.
Not sure about the premium though.
Would need to offer something.
Stroll is now in at 65p after RI and placing.
Can't see him offering more than that.

That's the redistribution around his syndicate.
If you look, you'll find equivalent 25M buys.

Yep i'm with you DB.
Our collective weight, wouldn't even be noticed to move SP.

I don't know enough about the car market, to take a view.
But, the world and his wife, do seem to bunging out SUV's.
All look the same from outside. Tank like, and wouldn't be for me.
However, AML is in a super rich market, so maybe i just don't understand the rules!!

Yes. Many thanks as always, JT

Hold fire.
Make sure, that we've seen the back of the 40's. Not sure we have yet.

Well after Friday's 20% dilution the old 70p, is now the new 56p.
I think we'll settle in the 50's, after this shake-out, which will temporarily take us to mid 40's.
Q2 results on 29th July, will shake things up, again temporarily.
Long term prospects still look sound.
Just that long term has probably been pushed back a few years.

Rosa,
Number 1 rule.
Do not put more in than you can afford to lose.