Member Info for Vorlich001

Quite happy to hold, bought a few more since… and yes wish I bought more at this level.

I have no intention of ramping , I just hate seeing someone trying to damage a company and employees reputation and efforts as I have said before for just greed. When you have finished here you can just switch to trying to destroy another company and not worry about the workforce and their families.

I am posting facts not misleading unlike … Your prediction 1416 units in Q4 last year Results were 1928 units … sorry you were 36% out.

“C264:
RE: Brilliant improvement04 Nov 2021 08:27

What do you think about the sales numbers
Total sales 9 months: 4250.... full year 5666.
Sports/GT cars full year 2669. “

PPS. Stop phoning me about a PPI claim, I haven’t got any.

And it’s a Good night from me and hopefully him.

C264 … what a load of misleading tripe you write.

Guidance was given, Q1 would be lowest quarter as you well know. Advised in FY2021 Report (see below link 2022 outlook page 12 ) and mentioned by Kenneth Gregor in FY and Q1 presentations.
Also historically Q1 has predominantly been the quietest quarter.

You made the same prediction last year at Q3 regarding FY21 and you were 25% off …

Order book is full and revamped lines are now in full production so no one expects a Q2 figure to be the same as Q1. More plausible is a record Q2 and improved ASP moving to a Cash Generation in 2023 now DBX 707 in production, Vantage V12 deliveries in Q3, GT and Sport revamped launch 2023 followed by Valhalla and of course Valkyrie and Spider being delivered to customers.
GLA LTH
https://amsc-prod-cd.azureedge.net/-/media/corporate/documents/results-centre/2021---results-centre/fy---2021/aston-martin-lagonda-fy-2021-results---presentation.pdf?rev=b6aff33e29964b988d0882b4280a2750

Plenty of sport this weekend Le Mans 24hrs and F1 Azerbaijan.

https://www.astonmartin.com/en-us/our-world/news/2022/6/6/vantage-leads-the-charge-for-24-hours-of-le-mans-victory

Le Mans 24hrs still on my wish list.

Cash Positive 2023, GT and Sports radically reinvented, followed by Valhalla… DBX 707 in full production, deliveries of Valkyrie and Spider.

Cash positive https://m.youtube.com/watch?v=8vDy8fJPL1Y

Roberto Fedeli new CTO will I am sure will have a great deal to offer; building on Tobias Moers turnaround.

Order book full and on track . GT and Sports upgrade will boost cash supply and ASP.
Great piece Carpy.

All on schedule ... for 2023 Cash Positive, this was from last year but still relevant.
https://www.youtube.com/watch?v=8vDy8fJPL1Y

https://www.dailysportscar.com/2022/05/28/2022-nurburgring-24-hours-resource-guide.html

Currently leading : TF Sport Aston Martin Vantage GT3 Car Number 90

GLA LTH

C2645 - You and your team need to get a real job. All negative feeds with the aim of shutting a factory ...what a very sad life you lead.

Revenue (£ Million)
Q1 2018 - 185
Q1 2019 - 196
Q1 2020 - 88
Q1 2021 - 224
Q1 2022 - 232
As advised by Kenneth Gregor Q1 would be our weakest results, should all start taking off in Q2 with 707 deliveries and the approx 200 vehicles that missed China landing in Q1 ( with ASP that’s an extra £30 M), then Q3 with full production quarter for 707, V12 Vantage along with sold out GT/Sport for remainder of year.

As Tiny said it’s all in here :
https://www.astonmartinlagonda.com/investors/results-and-presentations

Looking forward to see how the new CEO and CTO drive the business forward in to the electric era.

Great thanks to Tobias though as personally I think he has done a great job over the last couple of years; through difficult times.

Enthusiastic Valkyrie review …

https://www.citomotors.nl/astonmartin/nieuws/944/aston-martin-valkyrie/

https://m.youtube.com/watch?v=sLPvUoiwIy0

Aston Martin Q1 Wholesale
Sport up 22%
GT up 21%
SUV down 44% to support DBX 707 launch (as advised in FY21 Report ) resulting in impact on volumes (325 SUV units down Q1 ).
DBX is expected to represent over 50% of wholesales going forwards, with an increase in ASP resulting form 707 launch.
Revenue still up 4%. in Q1
DBX and 707 in full production in Q2 should provide a boost to sales loading to probable record revenue for Q2, if we can recoup some of the lost production from Q1 707 line prep launch / Press vehicles then Q2 numbers with increased ASP should be very interesting.

35 x or 3500% Potential

GLA

Hopefully we will see positive numbers on the DBX Straight-Six and some guidance on the 707 which has received great press reviews.
Kenneth Gregor did highlight in the FY 2021 Report that Q1 2022 number’s would be the lowest quarter, so I am expecting confirmation we are on course when it comes to Wholesale numbers.
“ Q1 is expected to be the smallest quarter, given the timing of product launches and as we maintain a quality focus for our Aston Martin Valkyrie programme vehicle build.”
Hopefully we will receive some DBX 707 Wowzer pre order data and perhaps more detail on Sport and GT 2023 schedule.
Still on schedule for Cash Positive 2023 … GLA

Hi Lurkio,
You are quite right on your estimate revenue, appreciate your post.
Let’s wait and see if comes to fruition…. I think we will be busy enough fulfilling the 707 order book, after all the positive reports.

Another £45 million plus guaranteed if this is correct . I am sure the 333 coupes customers will have been consulted first if this goes ahead.
With the great press reception received for the 707 the production lines are going to be busy…
2023 Positive cash flow looks good.

Agree 100 % Carpy… ASP will benefit greatly from DBX 707, Vantage V12 and specials this year.
Later we will have the upgrade to Vantage, DB11 snd DBS which hopefully we will see at the end of the year for 2023 launch. Like the 707 and V12 Vantage it will be great to see Tobias Moers input in to these cars.
Good to see Richard’s update on Q1 UK sales, better than anticipated as Ken Gregor said Q1 would be the smallest quarter. Looks like Europe holding up well also with January and February up 13% on last year.
Looking good to me.

Should be great to see and hear ....

https://www.autocar.co.uk/car-news/new-cars/new-aston-martin-v12-vantage-be-unveiled-next-week

As Yianni said “ It looks incredible out there mate, absolutely incredible “

You can see Tobias Moers input is all over it…

Great also to see extra jobs at St Athan to support expected demand, good for Wales.

https://media.astonmartin.com/introducing-the-aston-martin-dbx707-the-worlds-most-powerful-luxury-suv/

Strong order book, expansion of product portfolio and greatly improved ASP …. Project Horizon on track.
2022 outlook – Delivering growth :8% volume growth and 50% improvement in 2022 Adjusted EBITDA from core business.
On track.

Totally agree Ishi, I have been keeping an eye on US Dealers new stock inventory and noticed a significant drop in stock levels over the past year. Not an exact science, more legwork analysis… but a reassuring increase in turnover and stock reduction.
Tiny … too right, should be very interesting. I am with Richard on 7,000 Wholesale estimate for FY22.
GLA

Thanks Noah, great news …. for AML and St Athan.

Oh you are a plonker of the highest order C264.
Paid ramper … I wish LOL, no I am just a believer in the current Management Team.
Regarding my buying today… there was a better price later on but in life you never manage to buy at the lowest or sell at the highest.
The DBX 707 it goes in to production in Q1 with sales beginning in early Q2, it’s available for pre-order now …
Positive news for the ASP 2022