The latest Investing Matters Podcast with Jean Roche, Co-Manager of Schroder UK Mid Cap Investment Trust has just been released. Listen here.
Aston Martin DBX
As I write this, we still haven’t driven a finished Aston Martin DBX. But we’ve spent enough time in late-stage prototypes, seen enough of its engineering and know the market sufficiently well to be confident this is a car capable of turning Aston Martin around. Even if it turns out to be a shed – and it isn’t – adding an SUV to the Aston Martin line-up should reverse the perennial problem. This is, as former CEO Andy Palmer once noted, that “Aston Martin has basically never made money”.
The DBX, production of which officially begins this month, is a car of no little ambition. It’s not just Aston Martin’s first SUV, but it’s also built on a new Aston platform – one compatible with electrification – and will be produced in an all-new factory. And it’s a car with really broad capabilities: not only does it have to be an Aston Martin, and therefore as engaging to drive as you can make any two-tonne passenger car, it will also have to pull a horse box across a wet field, power itself over a desert sand dune and sit all day on the motorway. And provide entertainment on a B-road.
Unfortunately for Palmer, the turnaround – and the DBX – didn’t arrive soon enough. Tobias Moers, formerly head of Mercedes-AMG, replaces him next month. Aston’s recent problems are well documented, and cash-flow crises, a drop-off in Chinese sales, dismal share performance after a premature IPO and then the coronavirus all conspired to seal Palmer’s departure.
Longer term, though, the range revival he instigated still has the potential to deliver. The breadth of it is promising: there are the front-engined GT cars, and mid-engined sports cars and luxury cars. There’s the new factory to give Aston the capacity it needs and it’s deep into the development of its own engine.
Among all this, Aston doesn’t need to take a huge slice of the global luxury 4x4 market to fund itself. With all this in the pipeline and a DBX about to arrive in showrooms, it looks like pretty shrewd time to become Aston’s CEO.
Good morning
Stock markets around the World are Surging Up making all time Highs around the World that means there’s going to be
Huge Demand for Luxury Brands
AML is A Sure thing in my view
Yes they were in Trouble But you can put this in the History Book look forward.
Look up
Seat Belts on EVERYONE this Will make its move From 50pence to 60Pence to 90pence AND THEN ON TO THE POUNDS
You stubborn Shorters Never ever Learn
Close your position while you are a head and join the Smart money go LONG
Good Morning Everyone
Especially those lovely stubborn Shorters. R you going to be nice and close your shorts and join the winning side Go Long
Market looking up over 100 points
Aml looking at motoring A head
The Statement will come
The Shorts will be caught
Just put your seat belts On
Aston martin will be riding High
This has Been overdone
Put your Seats belts on
AML Ready to Take off the Funding is Secure
DBX orders on Track for Delivery to customer s
Will generate hundreds of Millions of pounds of income for the Second half of 2020
Aston Martin is Fireing on all there Brands Now
Share price to gain Rapid rise to the upside
Good luck Everyone
The Bear Trap is set
You shorters remember you Have Been warned not once Not twice THree Times
remeber who told you to close your short and go Long
the smart money is in AstonMartin good luck every one
The Bear Trap is Set My view is you can look forward to 300To400Million pounds in Sales for the DBX model Alone The James Bond CarMaker is Sold out UNTIL 2021 DONT LET ANYONE SCARE YOU THIS IS GETTING READY TO ROCKET AHEAD BY THE END OF THIS YEAR
my view what you can see is a massive
Bear trap taking place
Just Relax and enjoy the British Summer
Those Shorters are a Stubborn Lot
They will only learn the Hardway
Nice message to Those lovely Shorters
Close your Shorts and go Long
We have been here before in my view the company has more then Enough funds to survive the next couple of years with delivery of the new DBX Models in a matter of Weeks
You can expect Rapid Acceleration of the share price
moving much Higher
The Trend is to go Higher with nearly
£400. Million pounds in the bank
Aston martin share price is Set to Triple
In the next twelve months
Have a lovely Weekend
Aston Martin and the Secret of The EV
Market make No mistake Don’t just Look
At the Book by it’s Cover
There are Other Things Going on Except
The f1 Racing EV is The Future of Cars
I am Sure there Will be a few Company S
Wanting to Own Aston Martin in This Level
One imminent Announcement we Will be at Higher Highs very quickly
the placing on friday being oversubscribed has set a bottom in Aston Martin
60 pence is here in a day or two in my view
with 90 pence following on Next Month
as i said before YOU SHORTERS OUT THERE GO LONG Your Target is 90 Pence for the future
Aston Martin has placed a huge amount of focus on rebalancing supply to reduce dealer stock.
The company has further boosted their liquidity position and put themselves in good stead to get through this difficult period.
At the moment, the company's focus is in the right place China Market is Causng a Huge Demand
for cars
60pence this week
90pence next Month
Placing was oversubscribed the Smart Money is going long
Good luck every one
Here’s to a close of above
60pence this Week
You shorters I know how Stubborn you are
As I said before so many times you will have to Learn the Hardway
Sweet Dreams early start Tomorrow
Close your positions In my view
Go Long
AML Placing was Oversubscribed
You have had your fun Time to go where the Smart money
Goes
Here’s for 60pence and then 90p
Good luck all
Smart money Riding Aston Martin Higher
The placing has let the cat out of the bag in that it was Oversubscribed this is not going to get any cheaper
so you Shorters note that your time is up join the winning team and go long to be rewarded
Things will improve very fast for AML you will see 60pence
This week and 90pence by next month
Life in the fast Lane from 50p to 60p in how many minutes
We are moving higher people.
Investors Snapped up the placing with in 20minutes
The Smart money is going Long
Books were covered on the placing within 20 minutes of launch. Banks released final guidance of 50p-55p a share at 9:10am UK time on Friday. Books were closed 35 minutes later.
You can expect a sharp rise up this week
The placing has let the cat out of the bag in that it was Oversubscribed this is not going to get any cheaper so you Shorters note that your time is up join the winning team and go long to be rewarded
Things will improve very fast for AML you will see 60pence
This week and 90pence by next month
Life in the fast lane
Good Morning Everyone
The facts of the matter is as follows
1/ Aston Martin Is on a Motorway to Recovery
2/ The China Car Market is Booming
3/ Aston Martin will Recover The smart money has put his money where the mouth is
by Buying the Placing on friday it was Oversubscribed
4/ Aston Martin Facilities AND ASSETS alone are worth ALOT MORE THEN the current valuation
5/ You can be confident that we will go back up to over 60 pence soon with 90 pence by the end of this year
good luck every one
yes there are alot of things coming to light
130 pence stiil on the cards
in my view we have 130 Pence for the short term here on the cards
with imminent news Breaking on various points
vectura maintaining the second quarter forecasts
great portfolio of products and favourable news stream
i believe that they are best suited to Announce Major JV Deals
i note that this may effect there buyback program
but being transparent is of Great importance
good luck all