Aston Martin Lagonda Glo... Share Discussion Threads

[robbnw] 08/10/2020 00:39

Totally right The dbx is a superb car Every write raves about it It will be the making of Aston like the cayenne was for Porsche

[only who?] 07/10/2020 11:20

38 potential market

[bashor] 07/10/2020 10:39

Aston Martin previews imminent V12 Speedster, just 88 to be made

[plat hunter] 06/10/2020 22:26

Good luck swiss, i remain unconvinced. Always happy to be proved wrong and change my mind though.I might end up trading it as i do bmn, but too early atm. I need to watch it more for that

[pwal] 06/10/2020 16:13

Bentaga. Urus.

[only who?] 06/10/2020 16:01

Any guesses what typical DBX customers would otherwise buy? RangeRs must be too cheap.

[swiss tony] 06/10/2020 13:22

Plat, the DBX selling over 2500 will double sales compared to previous years.
SUV market is high growth, as is the upper market... rich people are buying more expensive cars than ever.

[plat hunter] 06/10/2020 12:51

But then again cars arn't my thing, i prefer miners so you could be right.

[plat hunter] 06/10/2020 12:50

Swiss, forget the dbx sales revenue on their own they mean jack, there's more moving parts than the dbx sales.The total sum will be all cars sold, over costs and taxes.Unless of course they requisitioned a second factory for free and built an additional 2000 cars for gratis also?On an fcf basis they can't look to break even until 2023

[swiss tony] 06/10/2020 12:43

The company is on record for saying they have sold more than 2000 DBXs, and that was before the official launch anywhere in the world, so I think 2500 seems a fair guess.
2500 @ 170k each is 425 million turnover, in ONE quarter. Hence why I asked where you got your 400 million loss from.
They also said Chins growth was up 11% in Q2, that's the biggest DBX market.
So plucking 400million to of thin air seems a little crude.

2500 DBX sales will cause a positive share price rerating, anything above that and we'll be moving upwards of 10% in a day as no-one (or very few) saw it coming.

[only who?] 06/10/2020 12:38

MG sales booming!

[bashor] 06/10/2020 12:14

If JLR can report a 50% increase in sales in the quarter ending 30th September anything is possible

[plat hunter] 06/10/2020 10:30

Add to that new car registrations, where at the lowest on record for the entire industry in September, i doubt the picture has changed much.Q3 update will be more telling perhaps.

[plat hunter] 06/10/2020 09:53

Sorry the q2 is the half year update obviously and thats where the 227 million comes from.Can't really blame covid much as q1 was 120 million and only included 2 weeks of covid.Costs actually came off in q2 due to covid which actually mitigated some losses on the previous quarter.

[plat hunter] 06/10/2020 08:46

Where's the Q2 update for instance?


Last the market heard they were losing 120 million a quarter and now nothing. Nada no updates whatsoever.


There's quite literally no information here to draw any other conclusions.

[plat hunter] 06/10/2020 08:33

Just forward looking of the numbers we already have and know about. Merely a guess of shat will be.Presuming you have done the same, no?

[swiss tony] 05/10/2020 20:23

All I asked was for you to show your calculations for the £400Mill loss you stated.

[plat hunter] 05/10/2020 16:34

What figures do you want Swiss?I haven't seen any other than those that are published.How many more cars over 2019 do you expect to be sold, that is the only real material metric that will change the numbers

[swiss tony] 05/10/2020 15:47

When I asked you, I had no position, sorry about that.
I'd rather talk figures than personal opinions any day of the week though. no hard feelings.

[plat hunter] 05/10/2020 13:45

Swiss, you know I generally do alright, hence why you asked me to take a look at AML.You really should have stated in advance, if you had a bias that you wanted me to confirm.

[pwal] 05/10/2020 13:32

Nobody is arguing with you Friar Tuck. But it's not going to stop the share price from going up! Results 12th Nov so we shall see.

[robingood] 04/10/2020 16:10

Talk loudly, but say nothing? I’ve said rather a lot, thank you. Oh, by the way: Pence. Three Pence.

[swiss tony] 04/10/2020 12:51

Porsche, why would they need funding when the Bod specifically stated that the last raise was to see them through 12 months?
Stroll, Wolff etc are all invested in the company and they are only diluting their own investment if they do so. And losing face when they said the contrary 3 months ago. Does Wolff strike you as a man who likes losing money?

If it's taken private, they will have to offer more than the current share price to do so. Another thing Stroll has never done in his whole career.
The numbers you say are pathetic because they are old, and for the lockdown when not much was being sold anywhere.

F1 dying, haha, tell that to Wolff who is worth £500M from it.

You honestly think Strollovitch (sic) is so clumsy he would buy into something that's got no potential?

We'll see who's right in 3/4 years, potential investors need to decided if they have more faith in Stroll, Moers and Wolf or people like you, Plat and RobinGood who talk loudly but say nothing.