The latest Investing Matters Podcast episode featuring Jeremy Skillington, CEO of Poolbeg Pharma has just been released. Listen here.
Hopefully we get an update on launch soon, production in Q1 would make a great start to the year.
OK Noah, we get it … we know your position and thoughts now, you don’t need to tell us every second post.
WE GET IT FFS ….. Get down the local and get the gossip on Vantage launch date or DB12 order book 👍🏻
AML - New UK Registrations September - 147 Up 17.6%
Will be a lot of publicity over the next 20 months surrounding the Valkyrie entry …
Good to see also the Vantage updates to complete in GT3 and GT4 class with new model.
I managed to go this year for the qualifying day, my first visit… second will hopefully be 2025
Press seems excited also …
Very low volumes, Jeffries keep to their 420 .
'Buy' with a price target of 420p is Jefferies’ view.
Add in Invesco with a 9% holding and leaves only another 15-18 % out there.
Https://masterinvestor.co.uk/equities/aston-martin-and-frasers-group-well-worth-watching-this-week/
Holding tight 👍🏻
My thoughts exactly, no mention of recent investment by Yew Tree £102 M .
Q1 results were better than Aston Martin and independent Financial Analysts Consensus expectations.
Geely on board with capital and to quote RNS Geely “They offer us a deep understanding of the key strategic growth market that China represents, as well as the opportunity to access their range of technologies and components”
Ron, 100% agree ... £210 M for debt reduction and investment for the future. It seems the sensible option with great savings on our interest payments.
Looking forward to the Vantage which will be due shortly and I am sure will be another sell out to accompany the DB12.
6 Launches over 18 months and some specials also.
Lots to look forward to
GLA
All the best NA, appreciated your past posts and humour.
Glad you made a good mark up with Aston Martin.
I feel it was a very positive H1 Report and hopefully the start of a lot more to come, but understand your position and thoughts
Good luck 🤝
Https://masterinvestor.co.uk/equities/small-cap-catch-up-aston-martin-and-cake-box/
A good snippet of current position, looking very positive. We will have to wait for H1 results for further update, here’s hoping 👍🏻
If L Stroll ( Yew Tree Consortium) and Shu Fu Li ( Geely) do acquire another 4% each as detailed in RNS 18 May then approximately 90% of the shares will be in the top 9 holders ( not currently including Lucid 3.7% RNS 26 June ).
Will be an interesting few months.
Https://www.topgear.com/car-news/first-look/aston-martin-valour-gloriously-bonkers-v12-engined-manual-supercar
100% with you SoS… what a car.
Heading for a bumper last Quarter…
Germany Aston Martin June 23 New Car Registrations:
2022 - June 33 YTD. 164. 2023 -June 60 YTD. 272. Up 66% YTD
2022 - YTD DBX 44 2023 - YTD DBX 142 Up 222% YTD
With DB12 going down production lines now after great reviews and Vantage launch due shortly, second half of the year looking very positive. DBS replacement and Valhalla due in 2024…. with record ASP.
Hi Noah,
It would probably be advantageous for Geely to buy their allowed 4% in the next 90 days as they won’t have to complete with Yew Tree as they can’t purchase any more till after 90 day period has passed.
Hopefully this is clearer, good luck 👍🏻
Current Major Share Ownership:
Yew Tree Consortium – 21%
Public Investment Fund – 18%
Geely – 17%
Invesco – 10.2 %
Mercedes – 9.7%
As of yesterday, Geely have 90 days to purchase another 4 % to take them to a 22% ownership, after which Yew Tree Consortium can also purchase a further 4% to take their share holding to 25%. Both having agreed a Standstill at these levels until 1st August 2024 before they can purchase a greater amount unless an offer for the Company is made (Details in RNS 18TH May 23).
So we could expect Geely to be buying in the next 90 days their 4% taking them up to 22 % and Yew Tree Consortium also joining in and purchasing their 4 % limit after the 90 days taking them to 25% .
Along with the positive launch of DB12 and future models coming soon as highlighted today by Amedeo Felisa this can only add to Aston Martin Lagonda investment value.
Please DYOR …
Game changer…. Just awesome and what the name Aston Martin DB12 deserves to be.
https://m.youtube.com/watch?v=ZPFaFhPcfiY&pp=ygURYXN0b24gbWFydGluIGRiMTI%3D
Good luck all … Big thumbs up from me 😊👍🏻
Looking very Grand …. https://twitter.com/astonmartin/status/1659469094335250432/mediaViewer?currentTweet=1659469094335250432¤tTweetUser=astonmartin
Mercedes’, PIF and Geely have done their research…. They are all aboard…. Choo, Choo !
With some teaser images… You could say the grass has now grown and the paint is now dry.
https://www.autocar.co.uk/car-news/new-cars/aston-martin-db11-successor-be-revealed-24-may