Member Info for Vorlich001

Each region had best Q1 looking at last 3 years.... not bad at all.

Well spotted BVCXZ, not sure he will make the next 007, but the car looks cool ??

https://www.skysports.com/football/news/11667/12297097/avram-glazer-manchester-united-owner-refuses-to-apologise-over-super-league-as-sky-news-confront-him-in-florida

As someone commented recently, the number of Aston Martin’s available on Autotrader is dropping monthly. At the start of the year there were well over 700 and today currently 581.

New and used stock at dealers all falling... just what current management have been seeking.

All very positive for tomorrow.

Just some data from previous Q1 for comparison tomorrow, fingers crossed we can match or better them.

Q1 Total Wholesale
Q1 – 2020 578
Q1 – 2019 1,057
Q1 – 2018 963

UK 2020 - 229 2019 – 235 2018 - 259
EMEA 2020 – 148 2019 – 211 2018 - 219
APAC 2020 – 94 2019 – 361 2018 - 277
AMER 2020 – 107 2019 – 250 2018 - 208

Yes another great write up for DBX well spotted Tiny. Looks as if all stock sold as I can’t see any currently available in Dubai just one advertised as grey /silver but showing a red in advert ... so maybe still on route to Dubai.
We will find out a lot more on Thursday, but looks as if DBX is selling well globally and will have a major affect on our ASP.

@19 as share 5% is £109 M .... sorry missed a bit there.
Just as well it’s a long weekend... and F1 to watch :0)

Hi Jack, I also agree this is holding the share price back just now.
I think your maths is slightly out as total shares in issue is 115 M so 5% would be 5.75 million at £109 m ... so hopefully that will reduce the timescale.
As you and C2645 suggest, I am sure this will take off when they have sold their planed share.
Possibly all done by May 1st or AGM, would be nice.
Next week we will at least have a better idea on our performance and I am sure a greater upward pressure on SP.
Have a good weekend

The list I wrote C2645 ... You seem to be getting a bit pedantic in your old age, but I do appreciate much of your fact checking and findings. Have a good evening ... we can talk next week about Q1 predictions / results.

Hi 2645, yes I believe the Chip shortage is a nightmare for car manufactures ( as I listed ), but we are not on the list and hopefully we will stay that way. I am a solid hold and adding when I can, been doing so since June last year. As you said "Bigger Problem for bigger producers" . My Glass is half full :o)

That's me got a few more at £18.97, just couldn't sit on my hands any longer.
With Q1 results next week and Sales looking good in Europe and across the UK, Asia should be one of our top markets and news from there sounds very positive. America I think we will have to wait until the figures are out on Thursday. Only 3 market days till results ... GLA

Nightmare I would have thought, seems to have had a major affect at JLR, Merc, VW, Audi and Renault in Europe with factory closures for weeks but I haven't seen or heard that we have any issues ... hopefully stays that way.

Thanks for the update Tiny, I would have thought at current selling rate they will have closed out at least by Q1 results. On the positive side it is giving us the opportunity to by a few more at this level.

Missed the opportunity to add today, it would be good to know how many Adeem have left. When they have sold out I agree should head higher rapidly, similar to when Investindustrial left in October last year.

Great clip, good to see the car being tested on the road by the boss.

https://mobile.twitter.com/astonmartin/status/1383053463198785536?ref_src=twsrc%5Egoogle%7Ctwcamp%5Eserp%7Ctwgr%5Etweet

Agree ... 2400p - 2600pbetween Q1 and Q2 results, seems luxury car brands sales figures are very positive at present. Strong Hold and Buying when I can.

Just shows how much potential is out there guys and by the looks of it we have started to gain some of it.

Thanks for the link Ishi, some good positive data there. Cheers

Hi Nite, that is some very positive data, hopefully we will see similar stats in other markets in Q1. Where can I ask did you get the data ? Figures like these are just what the market will be looking for to move the SP along. Thumbs up emoji

Capacity is now aligned with demand at cost. Expected wholesale this year 6000 units with DBX making up over half of this and on target. First DBX variant due by the third quarter ..... and second variant next year.....so we should see volume increase with demand. I honestly believe that there will be some positive data coming out in Q1 & Q2 results.

As part of Moers Project Horizon - Tobias Moers: “There's one important topic that I'd like to mention, we are not running wholesales to cover our production capacity. That's one of the most important steps that we took last year. We have right sized our business to demand, not capacity. We are running our manufacturing sites at the same level of efficiency despite the numbers we produce. This is very, very important to know. We are not driven by a capacity which is in place for the future. This is what we are changing with Project Horizon”.

Not sure if posted before, but interesting reading especially when you consider much of America was on lockdown https://www.autonews.com/sales/aston-martin-right-target-just-months-after-dbx-went-sale

Q1 and Q2 results are going to be interesting reading this year.