Member Info for Synxs

considering exposure management

Nice and honest.
Holding my interest for week post US elecs. Then review % to play with.
agree placing will be above 55. feeling more 60+ before Xmas.
not had chance to work out predictions and update future business model. but will get a revised out.

@33 not a brand manager ;))

The RNS was great news. and it does apear to have been a flop, in comparison to what it should have been.
If you feel the news was a flop, then reread the infomation with a unbiased mind from a business/strategy POV

Reasons SP not climbing as fast.
Profit takers - bought in at 50p. sold out at 60+ didnt buy back. they were only in for the short term need replacements
skeptics - can only look at debt. not a wider business strategy, or feel rome was built in a day.
dilution - yup it has some negative effects
Covid - we are still in a pandemic, and back into lockdown, means slow down
tech - only a finite amount of cash and the tech world got a lot of exposure
US elections - further uncertinty

just a few to mention

what have wee seen..... not 50p again. and were on the push past 55, then 60, then onwards
what we saw was how AML will climb out, on a strong pusiness plan and strategy
so we will see a strong climb up. said it before this SP is now acting like an SP. even with the 3mil sellout we are still at 54p
yes the jump should have started us higher. but with everything thrown at us. were in a good spot.

bad publicity however. let's take reader/investor reaction

they sold a fake car for 200k = so the brand is worth it, if they can flog a car that doesnt work
they worked with samsung = so one of the largest tech firms wanted to work with them.
the apartments = they aint cheap (pulling straws with this)
or if you have enough money, the new apartment with baby stroller, new phone with shirt thrown in and up on your wall, the new fake old car. with the DBX in the garage. = the collector

Seems pointless however it is publicity and supports one of the most important things, the brand.

Plus, people like a good label. Let me remind you, the ------ the Prada paper clip........ (money clip)----$170

only bad one i really saw was the director selling out, as on first glance can mislead

just thoughts though

haha well if you work out a way to, il put a order in with you :D

lets not forget American traders wanting to pull their money out the market while we were in the blue until it has all settled down
if its cash at blue then its secured profits

also could be moving their funds to capitalise on US stocks going nuts

if not then from the past? and forgot they were in the future?

Im leaving this one to the roar of petrol ;)
clearest blue skies up here. Going to sing to the country.

but then again. mental health is key, and riding helps with that. its also exercise.. im sure i can wrangle this while everyone is off work and the roads are empty for the last 4 weeks before frost makes it too hard anyway :P

regarding shorters. If they are looking to loan stock. THis begs to ask. have they ran out. or are they up creak and need extra leverage to push into the blue to close out?

shorters looking to loan stock.
If they pay the value that I'm going to lose when they short plus a premium they can loan all mine. would give them enough to play with for a bit, :P

im joking, but we all know they will find it somehow.
Taking into account yesterdays post open dip as a readjustment to the opening price and opening baseline. looks like today might follow suit

Stability is key.
A good rise steady rise matching that of yesterday would be great.
Show confidence in the market that the plan is strong. Clear heads today.
Keep politics off the leather interior. Smooth route planned. Let's drive this home to those blue skies.

nice close for the day.
Graph is steady and gradual. looks more like a stock and less like a seasaw. positive.
lets see what happens with the election.
see you all tomorrow

falls in line with previous years so id agree :)

sp - looks like my crystal ball worked this morning

Gross margin TTM aml - 26.01% industry - 10.34%
Gross Margin 5YA aml - 36.2% -

depending sources you get swinging variances of +/-1.5%

to helpwork out profits per vehicle

+------------------------+----------+----------+----------+----------+----------+
| GBP | FY, 2014 | FY, 2015 | FY, 201 6 | FY, 201 7 | FY, 2018 |
+------------------------+----------+----------+----------+----------+----------+
| Revenue | 442.8m | 408.6m | 510.5m | 771.1m | 949.5m |
+------------------------+----------+----------+----------+----------+----------+
| Revenue growth% | -3% | -8% | 25% | | |
+------------------------+----------+----------+----------+----------+----------+
| Cost of goods sold | 299.5m | 276.5m | 316.3m | 446.7m | 596.3m |
+------------------------+----------+----------+----------+----------+----------+
| Gross profit | 143.2m | 132.1m | 194.2m | 324.4m | 353.2m |
+------------------------+----------+----------+----------+----------+----------+
| Gss prfit Margin, % | 32% | 32% | 38% | 42% | 37% |
+------------------------+----------+----------+----------+----------+----------+

google is our friend haha :)
shame they arent in 100k slabs, was waiting for a few resales to come out. 100.41% is a good offer price

we are only up 1.7 because of yesterday
opening orders pushed us from open in the 53's back down, that would have made this a 4% if the initial sells haddnt reduced the SP after open

British luxury and racing car maker Aston Martin (LON: AML) has just raised just over $ 1 billion in the primary bond market. He must have paid a price, as the coupon level illustrates.

The new bond line with a maturity equal to November 30, 2025 indeed carries a coupon of 10.5%. Suffice to say that investors demanded a significant risk premium to agree to lend their money to the automaker. This level of risk is also reflected in the "CCC" rating granted by Standard & Poor's, at the bottom of the "High yield" category.

What about the secondary market (where the issued debt is exchanged)? The prices remain rather stable. On the basis of the last available prices, the Aston Martin Capital Holding bond, denominated in denominations of $ 200,000, can be bought at 100.34% of the par value, close to the issue price of 100% of the par value, enough to count on a yield of 10.41%.

The bond issue was carried out within the broader framework of a new financing plan, supported in particular by private investors, intended to "strengthen financial resilience, support the growth plan and have a cash position of more than 500 million pounds sterling (+/- 555 million euros) ", according to a statement from Aston Martin.
Strengthening ties with Mercedes

The manufacturer, faced with the consequences of the coronavirus pandemic which has slowed down demand for its cars, when it was already in a fragile position before the impact of the Covid-19, also announced a strengthening of its links with Mercedes, since the manufacturer German group will increase to 20% of the capital of the British group over the next three years (against 2.6% at the current stage). This is good news for the manufacturer made famous by the James Bond franchise, which in return will be able to benefit in particular from hybrid and electric engine technologies.

What will allow Aston Martin to achieve its objectives? Namely, achieving a turnover of 2 billion pounds sterling by 2025 and producing a total of 10,000 cars per year. Lawrence Stroll, Executive Chairman of Aston Martin Lagonda, is convinced: "We now have the right team, the right partner, the plan and the funding in place to transform the company into one of the world's largest luxury car brands. in the world". To be continued.

internet back, going to be a blue day?

MFGX
Hopefully you didnt take the critisism to heart from the board because your posts are very informative and valued, and i feel the responses were only opinions.
RE the looks of the vehicles, personally i do like the look of them.
but then again im not normally one to like the look of anyhting that has more than 2 wheels (other half has to pick our cars) so i would refer my opinion technically irrelivent.
i suppose this is the age old issue with aesthetics, but i do agree they have to align to the masses and target market and you have made some excellent points.
One questions i have to ask myself and all traders should. is your opinion biased due to monetary investment. possibly but thats a honest self targeted question

i hope you got back in ;)