Member Info for Stille

I am still a believer there is an accumulation process going on. This BB is suitably subdued and nervous. The hype is out of the stock.....a good sign. The Industrialinvest 4.1 percent loan of stock on total equity,which supposedly expires next week, the wind up of their fund, the 1.8 percent short position, the analysts bereft of information yet no leak of bad news. A weaker pound allows more competitive pricing for exports. Would expect further sterling decline.
It would be difficult for Gregor to refinance debt without good sales and a stable shareholder list which one hopes is being sorted.
Looking good Louis!

Maybe not today but someone is creeping into our tent with a buy order

I suspect I am wrong but this is trading differently today. PIs would not be playing in this nervous market. Looks to me like professional accumulation. 60p psychological barrier. IIs don’t need to rush. Liking this at the moment. Remember remember the 12 th of November

https://thefly.com/landingPageNews.php?id=3157136&headline=ARGGY-Aston-Martin-Lagonda-initiated-with-an-Outperform-at-Bernstein

https://thefly.com/landingPageNews.php?id=3157136&headline=ARGGY-Aston-Martin-Lagonda-initiated-with-an-Outperform-at-Bernstein

Lower pound should be constructive for exports

@powerunit
Thanks

@powerunit
Please post link

What is intriguing is that this week the dreaded 17/22 bond has actually gone up more than 3 %. The yield is attracting someone.....though it is possible that it may have been hedged through selling equity causing the share price to fall.....very temporary. AML’s debt is critical and analysts have used it to keep their valuations absurdly low. Emphasis on absurd
If Gregor is about to restructure borrowing the bond looks very attractive as does the stock.

Think looking at the Lionel Barts this might happen but would spark a panic buy. It would ignore fundamentals.....the opportunity..... let’s see

Share price is having a constructive consolidation. It’s painful but necessary. There is no corporate news and Stroll does not need to release now . His team are in the engine room . That will take time . But investors should appreciate his silence . Calm Confident and ruthless. How many FTSE chairman like that . Business reversals provide best investment returns and can be spectacular. Haha patience rewarded

It’s not nice to have you back where you don’t belong

As my boss used to remind me on the Old Exchange,

‘ Buy now while stocks still last!’

So the Italians took up 23 mn shares in the placing and have since sold nearly 46 mn since dilution....Hmm.......clearly not all on Friday when there was an orchestrated mop up.
JTMacs you right that it can’t possibly suit metrics as PE company. So stroll helped them out...take em up and I’ll take you out. The first part of this trade probably had to be done through market during blackout . A bit surprised on timing but sure advisers kept it all clean. The balance will be tempting for more constructive investors who Stroll can cherry pick.

The game is now afoot. Just next part of the jigsaw and perhaps quicker than we think.

https://youtu.be/RJqimlFcJsM

https://youtu.be/Re4aDJL3heA

The book running was clinical.

Shorts were clearly informed.
But maybe need to be quick to close if they can ...

There are no flippers I believe . No point . Stroll and chums want the book and price their way in terms of entry. Nice trade

See you Monday

Yes was thinking geely they wanted london black cabs some time ago but this is a much better proposition

When I say “informed” they knew enough........but things have changed since placing . Scary to be a teddy now