Aa Share Discussion Threads

[minerve] 15/8/2017 10:45

Less work for breakdown services doesn't necessarily mean bad news. It could mean that operators who are small and work 'on the margin' are forced out of the market and large incumbents like the RAC and AA mop up the business on greater margins.

[utsushi] 13/8/2017 14:25

Glencore CEO Ivan Glasenberg says that 30% of all cars maybe electric by 2030, electric cars don't break down so much, less moving parts, are easier to assemble, there-fore less work for AA in the future, rival RAC is doing a decent job, where is the growth going to come from to take on the debt mountain?

Sometimes one of the great strengths of an investor is to be patient (quote TPG, David Bonderman), but equally when great demographic/economic/technological shifts are occurring, you just have to get out of the way as soon as possible.

No position held.

[moopdoom] 11/8/2017 14:04

Higher from here in my view. Plenty in the price already.

[anthonyspencer1] 10/8/2017 08:08

Floor reached

[oakville] 09/8/2017 09:33

Legal and General to take out the insurance arm of AA.

[wskill] 08/8/2017 11:18

The hedge funds who sold this company to the market are aware of the state they left the business so are well placed to short.

I can remember the care home business Southern Cross well hidden was the fact that rentals of the care homes were inflation plus a an inflated figure of course this ended in the liquidation of SCHE another Hedge fund float.

[tsmith2] 08/8/2017 10:30

Broker downgrade £1.75. Looking for lower than that as entry point

[nick rubens] 06/8/2017 11:50

The AA does not have the Great British motoring brand reputation it once had IMO.

I don't mind a CEO being involved in a fracas.

It's the CEO's who drive a company into crippling debt and meanwhile fleece as much money from the company and shareholders in salaries/bonuses/options etc that they can get away with, that bother me.

Is the dividend safe? There are better Yields on some blue chips out there who have earnings growth forecasted.

[ed 123] 05/8/2017 12:39

The incident that led to the sacking.

[pugugly] 04/8/2017 19:32

Another Woodford disasters RM2 and Allied Minds to add but 2 - Just goes to show no one can walk on water for ever.

[trogerswinning] 04/8/2017 12:38

Buying opportunity?

Seems oversold on the basis the Chairman assaulted someone.

[tsmith2] 04/8/2017 09:25

Just broken support line, could go decently lower.

[essentialinvestor] 03/8/2017 15:56

His longer term record is exceptional, however a few errors recently.

Never understood why he liked AA given the debt levels.

[alamaison5] 03/8/2017 15:44

Shorts closing at 210p, lol. Looking good.

[minerve] 02/8/2017 22:35

No reflection on him though IMO.

[minerve] 02/8/2017 22:34

He has also been hit holding IMB.

[scemer] 02/8/2017 22:23

Zho don't diss the man I owe him lot he's made me a fortune out at 45 you carnt beat his long term performance

[topvest] 02/8/2017 20:32

Another Woodford disaster stock.

[zho] 02/8/2017 17:50

>>Woodford taking a third hit in a row after AZN and PFG>>

There's a fourth - Utilitywise, in which Woodford holds 29%

[philanderer] 02/8/2017 17:30

Woodford taking a third hit in a row after AZN and PFG :-S

[sharesoc] 02/8/2017 14:45

There is a recent blog post by Roger Lawson on the departure of board member, Executive Chairman, Bob Mackenzie from AA Plc. Read more at:

[tdog1975] 02/8/2017 13:51

Wonder what he did, lost his rag and lumped someone I expect

[spob] 01/8/2017 19:42

not only is this now well under the float price

there has been over 10% share dilution too


given the debt situation, i am fairly certain there will be further dilution to come

always the case when you buy into debt mountains


also i am quite surprised a company with such huge liabilities is even allowed to pay dividends


nevertheless i still view this as way way way overvalued

[spob] 01/8/2017 19:36

is that plonka woodford still buying more here ?

ROFLMAO