Member Info for Sir_Hector

Global volumes of helium consumption are tiny compared to natural gas so liquifying at the wellhead and transporting by tanker truck is an economic solution negating the need for a pipeline. They probably have some monster tanker trucks in Aus too!

Boy there’s some angst on this board!

Anyway, mildly disappointed by the latest news, I thought I’d have a deeper look and see where the hell this place is as Google Maps doesn’t recognise ‘Officer Basin’. Well I’ve not actually been able to find it but it’s somewhere just north of the Gibson desert, in the middle of precisely nowhere FFS. Just getting there is a feat worthy of an RNS! If there is an airstrip and a road they are just surface features, not man made! I’m confident there has to be something in this, intelligent people don’t go to these extremes for no reward. However, I wouldn’t bet on any timeline going to plan working out, and I’m certainly not going to over-read any nuanced change of meaning in the text of an RNS. They actually have people on site!

yes, i have a position, i bought in the belief that it has a future and that it can’t go any lower (well obviously it can but if thats the case it has no future).

aml has famously never been profitable, but it could be if it reined in some of the past ambition to build more cars than it can sell and develop new technologies and markets that are a poor fit.

is it really a step change environment? on another thread there is reference to maserati who recently committed to an all electric future, that worked well! there are a very few ev or hybrid supercars, the market is challenging and the technology similarly so. for all the gloss and *******s people talk, if you make a stunningly beautiful product that appeals to the heart you’re going to find buyers. granted not many, but enough. get that right and you have a viable business! i’m confident that hallmark understands this and will focus energies on core products that have the greatest appeal and not overly complex and expensive solutions for a very fickle few.

Well indeed, the thing is that your post could have been written in any of the last 5 decades and yet AML are still here! They exist for the very reason that they are niche and their brand has a boatload of equity in key markets. AML will never emulate Ferrari but there’s no reason why it cannot continue to exist and, if wisely managed, carve out a small yet profitable niche for itself. I believe the key is to not be overly ambitious, set achievable targets and stick with what you know.

£30 seems slightly excessive in the current climate. What makes you so certain?

I’m sure there are patents and other legal protection on some of the tech employed that would hinder any rival tech development. Far easier and probably no more expensive, to just buy out Ocado outright. Whether there is a genuine appetite for that or not I suspect we’ll know shortly.

AML has a relatively fresh range of product not yet in need of updating. They’ve renounced plans to electrify which means they won’t be wasting money investing in product that has a very limited appeal atm. Hallmark is no mug and has considerable experience with premium brands. AML is a very strong brand, if it wasn’t it would be dead and buried by now. It needs a firm hand to set realistic short and medium term targets and stop the rot. Hallmark is the man to do this and I think AML will consolidate and stabilise over the next 2-3 years. What comes after that is anyone’s guess and probably more down to external factors than internal, but we’ll see. For now I see this as a reasonable investment opportunity with every expectation that the SP will head back to the 100+ region with some half decent news.