RE: AML30 Oct 2020 10:18
@Mansion
Previous data is fundimental to understand hwo and where they are. it does not predict the future IF the direction is altered via a new change. this is exactly what has happened. you can understand a business and by doing such you will see their direction plans strategy operating costs measurables ect ect i can go on and on. however. the moment that is stopped and changed. it becomes redunant, instead you have something to measure against but not measure with..
this is our stuation. the direction was stopped and changed. new strategy new plans board ect. comparable now vs last year is not the same situation. so now you have to used facts and what we know about the future and that is the RNS. the tech part alone is a huge cost saving. that alone removes a large part os spending meaning it is already a different direction to previous years.
its looking fantastic. wich is why i have moved more capital into it. prior i wasnt going to buy more and reduce my holding, because i couldnt see them pulling a deal like this. but they did.
now i have been carefull not to include much about how much i invest or loose in my comments. because it might seem disheartening or unfair. better left out. but since you want to play the know it all.
I think i slipped up on a top up comment. however if you want to know. im in red as of this moment. however i havent sold so not in a loss. i dont have to convince myself anything. if i loose it. EH its gone. not worth complaining. thats IF i sell. am i confident that the rest of my portflio can sustain me. absolutly. will i have made back my loss in 12 months. Im confident i would have.
i dont have to convince myself anything because money isnt the issue wich is why my comments are always around the business.
My rocket power. is more than enough, its just sat in a hold. before you start guessing and making wild accusations.
"It’s seems that the recent news hasn’t actually made any difference to AML’s struggling SP." i dont see us sat at 50p anymore?
but even still if it goes back. you have shown that you dont understand the business or the plan. or youd also understand that the market was a reaction on the news. the changes will mirror the plan and are long term
Also since you ignored my post
1997 - apple days from bankrupcy.
changes were. supply chain, production advertsements and general strategy (not complete list but big hitters)
aml changes. supply chain, production line and tech and general strategy.
i see no issues