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Share Name Share Symbol Market Type Share ISIN Share Description
Aston Martin Lagonda Global Holdings Plc LSE:AML London Ordinary Share GB00BN7CG237 ORD GBP0.10
  Price Change % Change Share Price Bid Price Offer Price High Price Low Price Open Price Shares Traded Last Trade
  -20.50 -1.18% 1,712.50 1,711.00 1,714.00 1,777.00 1,699.00 1,745.50 302,635 16:35:17
Industry Sector Turnover (m) Profit (m) EPS - Basic PE Ratio Market Cap (m)
Automobiles & Parts 611.8 -466.0 -543.0 - 1,990

Aston Martin Lagonda Glo... Share Discussion Threads

Showing 10301 to 10325 of 10375 messages
Chat Pages: 415  414  413  412  411  410  409  408  407  406  405  404  Older
DateSubjectAuthorDiscuss
21/9/2021
16:20
Felisa only joined in July and here is his impressive and relevant CV; Amedeo was the CEO of Ferrari S.p.A. from 2008 until June 2016 and prior to this from 2006 until 2008 he served as General Manager and Deputy General Manager of Ferrari. From 1996 until 2004 he was the General Manager of the Ferrari GT department, coordinating the product development, powertrains and vehicle departments of both Ferrari and Maserati with respect to the market positioning of the two brands. In the 1990s, as a technical Senior Vice President of Ferrari, Amedeo oversaw the planning, coordination and management of the entire technical department, including defining new business model plans, supervising the development of both innovation and products and managing the product development teams, including ensuring employee growth. Prior to joining Ferrari, he was a product development team leader at Alfa Romeo S.p.A. Amedeo holds a degree in mechanical engineering from the Milan Polytechnic University. Now as far as valuations are concerned Ferrari trade on a PE of 49. Apply that to your low ball figure of £100m and you are a good way towards the 3 times target of £6 billion. Given the high growth rate you are suggesting PE of 49 may be low. As far as cash is concerned they had £505m at 30th June 2021. Even with monthly net cash outflow of £10m per month they seem well funded to achieve their 2024/25 goals. You seem to be strengthening the case that the company looks a good investment at this level. Well funded, good management team and great product in the luxury sector.
pdt
21/9/2021
14:58
Felisa is the only board member not to have bought shares, I wonder why..... When he does, you'll have the ghost of a point. Stroll is selling the Canadian race track and his Ferrari collection, you need deep pockets for F1 and unprofitable car companies. I notice you didn't answer my question. 2024/25 aim is 10,000 car sales. How are they going to double sales from here to then? And what's the profit margin when you deduct interest payments, R&D etc. Lucky if it's £100m for 2025, so why would that would the company be worth £7bn (3 times today's price) When you start answering with figures rather than blind faith and believing everything billionaire's say.... How long do you think before they need to raise cash again? They raised £77m in Feb and spent £60m of it in 5 months. £2.2bn company with £1bn turnover, making a £200m loss. Also, what are your thoughts on the current court case with Nebula? Do you know if they lose that then they have to pay royalties on every single Valkyrie, Valhalla and Vanquish sold?
swiss tony
21/9/2021
13:57
There are other experienced people on the Board. New appointments; Amedeo Felisa (former CEO of Ferrari), Natalie Massenet DBE (founder of Net-a-Porter), Marigay McKee (former President of Saks Fifth Avenue) and Franz Reiner (current Mercedes-Benz AG executive) Tatty fashion labels? Not sure if the brands of Ralph Lauren, Tommy Hilfiger, Michael Kors would agree with you. He has the F1 Aston Martin team, race tracks in Canada, as well as previously owning a Ferrari dealership. He seems to have some experience of the sector as well surrounding himself with the right people. I am no expert but from experience a good management team can make a huge difference. Perhaps they will fail but the odds look attractive for a small punt in my portfolio. In addition I like the product.
pdt
21/9/2021
11:41
Well if you believe every CEO/Chairman, you'd buy into every company based on what they say, and make money. The difficulty is working out who to believe. Confirmation bias is huge, you think Stroll is going to admit low sales? He ego is way too huge for that. Do you know Stroll lost millions and completely collapsed the last company he bought into? Asprey & Garrard, google it. He is no god, au contraire, a billionaire through tatty fashion labels. A niche car company who never made a profit is a different story. What's your estimate of profit on 10,000 sales and £2bn turnover, PDT?
swiss tony
21/9/2021
11:12
At the results at the end of July Stroll said; "The demand we see for our products, the new product pipeline and the quality of the team we have in place to execute, gives me great confidence in our continued success as we progress towards achieving our medium-term targets of 10k units, GBP2bn revenue and GBP500m of adjusted EBITDA, as we transform Aston Martin to be one of the greatest ultra-luxury car brands in the world." Ferrari the other ultra-luxury brand has a market cap of about £35 billion. Aston Martin's is £2 billion. So it seems possible to grow the market cap to £6 billion in the medium term. I believe they have appointed a former Ferrari CEO to the Board who may know how to achieve it.
pdt
21/9/2021
10:25
What justification does it have for a share price 3 times the current one? As far as I can see, China is imploding and that's the highest growth area for AML. The DBX real run rate is around 2100-2300 per year. Palmer said 6000 per year, Stroll said 3000 and it's not even going to hit that. Sports cars/GT are half the sales they were in 2019, pre pandemic. AML are still losing £200m per year after all Moers cost cutting, so where is the growth going to come from? Genuine question.
swiss tony
21/9/2021
08:48
Bought my first shares here today. There was a tip in Maudlin Economics Smart Money. It is mainly a US aimed newsletter so perhaps some more interest this afternoon when the US are up and about. The gist was they thought the share price could be 3 times higher in a few years time. As an aside will the Bond movie released at the end of the month give a boost? I believe there are four models featured in the film. And the film has just got the go ahead for a release in China.
pdt
18/9/2021
11:42
Yeah, interesting, that's the 2023 model.
swiss tony
17/9/2021
10:33
The DBX hybrid has been seen testing in Germany according to Auto Express
pwal
17/9/2021
09:27
Swiss Tony is a paid de-ramper based out of Singapore. He got busted on the lse forum under the I'd C2468. Just ignore him and sooner or later he will go away.
yorkie56
17/9/2021
08:50
Would love it if Swiss Tony died
smartelly
17/9/2021
08:33
Why keep it civil with those who seek to disrupt with stupid comments?
inaminute
17/9/2021
08:12
Let's keep it civil. Everyone is entitled to a view. Nothing said on this board will influence the share price In my opinion a Ferrari SUV next year isn't going to dent DBX sales this year. Looking forward to the new variants. A bit more power would be nice which will come with the hybrid model. Definitely going to order one (well if the market keeps going up smiley face!)
pwal
17/9/2021
07:45
Single most? So you buy a car solely for the infotainment? Keep it coming you are highlighting your ignorance and agenda very well. Stupid boy
inaminute
17/9/2021
07:40
Tony what is your position here if any? You never have anything positive to say which makes me wonder why on earth you are here? People need it to rise to make money. What do you need :-)
rr4528
16/9/2021
16:05
Ferrari's SUV out next year, ouch, that's going to eat into every luxury car company's sales.
swiss tony
16/9/2021
07:53
Don't you just love busting the trolls. Lol :).
yorkie56
16/9/2021
07:45
Looks like I finally hit a nerve on the Singapore reference. Lol. Time to go home c2468.
yorkie56
15/9/2021
16:05
The single most important reason for poor sales is the infotainment, it's 2 generations old. Why did we give Daimler 20% of AML if we don't get things like current infotainment in return? No infotaintment updates until 2023, so you can imagine what 2022 sales across the entire range will be.
swiss tony
15/9/2021
15:39
AML arguably need to raise the bar on their vehicle interiors, to match the stunning exteriors.
essentialinvestor
15/9/2021
15:35
BS spin? Hahaha, hilarante. You just wrote the exact same Stroll quote as me: Me: "unsure how to fund it" and I left it at that, readers can make their own judgement why that is. You: "Strole is unsure how to fund the build" then you went on to do exactly what you accuse me of, spinning it into a positive. "Very much a positive..." Psychological projection if ever I saw it, you even fail to spell his name correctly. Risible. Stroll throwing money at everything does not guarantee success. If you disagree with this, try this thought experiment... Ask yourself: "After all the AML advertising through F1, after all the hyperbole from Stroll and Moers in various articles, after all the cost cutting by Moers, why are we still making losses in the region of £200m-400m and selling HALF the number sports/GT cars we did in 2019?" We'll see if Stroll really does fund the build himself. I'll bet you a grand he doesn't. It will more than likely be bond debt at 15% which he and his mates buy for the interest, same as AML Then he wonders why he can't turn a profit as interest payments are £150million per annum. Sorry for the delay, I had to ask permission from my Singaporean masters before I could entertain your frivolity. Filtered again Yorkie, you bring nothing but conspiracy theories, nonsensical gibberish and utter twaddle. You waste everyone's time and probably do more harm than good for encouraging new investors to AML.
swiss tony
15/9/2021
08:03
More bs spin. Strole is unsure how to fund the build because he wants to have control over the building, therefore he is funding it himself. Very much a positive and shows how committed he is to the success of AML as a whole.
yorkie56
14/9/2021
08:03
Https://www.ft.com/content/4bf870a2-ef7d-48c4-8303-43bd00cf07e7 Stroll pumping £200million into the F1 team, and unsure how to fund it. Everyone else is reducing costs due to the cap next year.
swiss tony
12/9/2021
23:10
Doubt your Singapore paymasters will be that impressed with that feeble attempt at negative spin. Lol.
yorkie56
12/9/2021
23:04
A month old news....is that the best negative spin you can post atm C2468.
yorkie56
Chat Pages: 415  414  413  412  411  410  409  408  407  406  405  404  Older
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