The next focusIR Investor Webinar takes places on 14th May with guest speakers from Blue Whale Growth Fund, Taseko Mines, Kavango Resources and CQS Natural Resources fund. Please register here.
Really enjoying reading posts from the knowledgeable people on here about the intricacies of shorting. Does anyone know if the declared short figures we see published are how much stock they’ve borrowed, or how much they’ve actually sold already? Just trying to work out how much ammunition they have left!
Unless Toto is being made to sell all of his shares following on from this ‘conflict of interest’ story, I have no idea why this is being so overdone after the news around the DBX has given us the best passing of health we’ve had for a while.
Must say I am disappointed with the drop off in sentiment over the last week. Lots of positive news and the make or break product has been unanimously well received. Moers now steering and the re-rating as well, yet we’re constantly drifting. The wider market has remained fairly flat so not like that can be attributed much. I’m in for the long run, but do get despondent when we keep dropping back.
I’ve been thinking Monday morning would be a good time for an RNS from him. Not too soon that he hasn’t had a good poke around and assessed the situation from the inside, but at the same time with things happening quickly on the DBX front now, the market will want to know numbers. Stroll has obviously held off releasing any information to allow Moers to do so and a couple of weeks in would be a good time in my opinion.
It is a constant battle with your mind. I originally had a plan that I would get out at 76p as that would have given me my target profit from my trading since lockdown. It nudged up past that a couple of days ago and guess what, I’m still here! Some may say it is greed, but in my mind so many of the factors that made investing in AML pretty risky a few weeks / months ago have now improved and I’m thinking why sell now when the good stuff is only just starting? Of course another market retrace is possible and will scupper my decision, but I’d kick myself if I sold and then the Moers machine really gets going. I’m out of every other stock I held, but the AML story is just so compelling...
Interesting follow up article to the 2 I’ve seen posted here over the weekend:
https://karenable.com/if-i-ran-aston-martin/
Just seen that Harry Metcalfe (formerly owned Evo mag) has a DBX in for reviewing right now. If you don’t follow him already, check his Harry’s Garage channel out on YouTube. He’s one of the best reviewers online and looks like the DBX will be his next upload.
Things could start hotting up now with British GP and press cars out and about. Let’s hope they don’t have to reverse the mood after Wednesday’s results too much.
https://twitter.com/lovecarindustry/status/1277971727306252298?s=21
Luxury SUV stats
It will be interesting to see how in sync the FTSE is with the Dow going forwards. Yesterday was the first day in a long time that we didn’t track the Dow closely (it was still >2% down when we closed). Agree they are grossly overinflated and the FTSE is more realistic but could still fall considerably.
Yes I’m into my road cycling. Got an S Works Tarmac disc. Absolutely loved that McLaren Venge when it came out. To think I looked at the £8k price tag back then as ludicrous....that’s cheap now!
If top up opportunities present themselves early next week, I may have to add the Venge to the stable!
I have been invested since Stroll and Toto came on board and all of the positives that applied then apply now, with the extra benefit of more funding. Paul, I have agreed with pretty much everything you have said over the last few weeks and after yesterday’s events, it is now looking like if a deal is to be done with Mercedes, they are indeed waiting for genuine signs of a turnaround and are not keen to jump in early at a discounted price.
I must say I am surprised that II demand was so high for these new shares considering the modest discount, but that just gives me more confidence.
I haven’t posted before but I’d also like to tip the cap to CarsCoffee for his well informed and constructed posts. Certainly made me feel better when we hit 28p!