Aston Martin Lagonda Glo... Share Discussion Threads

[anony mous] 15/2/2022 08:54

STKnock knock ... hello?You are posting positive comments.Are you ok?

[swiss tony] 15/2/2022 08:20

And I think anyone shorting this at these levels needs their head checked. The time for that was £23 down to here, not now. That's like going long at £23 last year.

[swiss tony] 15/2/2022 08:16

I don't think Stroll will sell AML, that's too close to admitting defeat.
He is integrating AML and F1 as he sees the profit combined with his son winning. I'd say that's the two things he cares most about in life.
This is his swan-song.

I think ultimately there is value here, long term, but a lot of volatility before then, much like the rest of the market.
I am more worried about inflation than Russia.

As much as I dislike Stroll as a person, I think this is the best shot AML have had in a long while. Basically because of Moers. He quadrupled sales at Merc, making AMG what it is today.
He has listened to customers, and the next rev of cars in 2023 will have AML's new bespoke infotainment.
If the new updated GT/Sports cars are really good, they could get sales back to pre-pandemic levels. That would mean going from 2000 to 4000 sales. If DBX sells close to 4000 then you have 8000 per year. That's achievable in 2024.
The ASP has been rising and in September was at £157k. They need to increase this to c.£175/180k, then onwards to £200k.

It's just such a shame about the debt. Which I am sure was Lawrence and chums' insurance policy. Double their money in AML bonds over 5 years, equity profit comes later, or if it doesn't bonds have paid out.

That's why as shareholders we have to talk loud about the things that need sorting, Stroll needs keeping in check, imho.

[gary_barlow] 15/2/2022 07:02

How much do you think it would sell for Tony?

[swiss tony] 14/2/2022 15:25

If it were sold or Moers leaves, I would sell instantly.
I can't think of anyone I would rather have then Moers as CEO.

I can't stand Stroll at all, I hope he takes a back seat and keeps quiet, much better to have the CTO/CEO doing all the talking.

[essentialinvestor] 14/2/2022 11:51

As mentioned over the last year plus the aging infotainment system is an increasing
headwind.

The bullish case remains the same - is AML worth more to someone else?.

I don't hold.

[swiss tony] 14/2/2022 11:43

AML has been in trouble for the best part of 109 years.
That didn't stop people buying the cars.

[gary_barlow] 13/2/2022 22:02

Those brands are not in trouble. Who wants to end up with a £150k Saab?

[swiss tony] 13/2/2022 11:47

Why do sales not fall off a cliff for the Urus or Bentayga, or RR then?
Some people just talk nonsense.

[gary_barlow] 13/2/2022 11:04

I don’t think the DBX variants will be enough to stop DBX numbers falling off a cliff once the initial interest goes and the secondhand market fills up. Why spend all that money when you can have a more cutting-edge alternative, at a much lower price - and that will easily shift in the secondhand market. I’m thinking Jaguar, BMW, Mercedes, Land Rover...

[swiss tony] 11/2/2022 11:46

Each carbon fibre tub tales 6-8 weeks minimum to produce. Not many Valkyries will be getting made at that rate. 6-8 per year at that rate in fact.
Another profit warning waiting to happen.

[my retirement fund] 11/2/2022 11:29

Lots of shorts in this stock still

[pwal] 11/2/2022 11:21

Well no funding currently required.DBX is selling well. More Hypercars will have been delivered. Will know more on the 24th.

[swiss tony] 11/2/2022 09:52

Bentley has an up to date infotainment system though, DBX is generations old.
No way will AML sell as many DBX as the Bentayga.

[mike24] 10/2/2022 11:01

jan 22 Bentley have a record yr with 14,659 cars
DBX707 suv going to do well, just in time parts, affects
just the big volume manufacturers,edit

its not about matching Bently production,its about how many
in the city can afford these cars, not associated with stocks/shares

mike (peckam)

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[gary_barlow] 08/2/2022 13:29

Shaken! And stirred...

[arja] 08/2/2022 11:48

both chart and fundamentals are not good for AML and looks like it is heading back to 1000 level in time and it did have that little bounce .

[arja] 06/2/2022 19:52

chart shows clear downtrend and might be wise to exit after any meaningful bounce if it comes.

[swiss tony] 01/2/2022 19:51

"Still running the previous... previous... generation of Merc entertainment system"
Oh dear....

[essentialinvestor] 01/2/2022 13:55

Does the DBX S get an improved interior? - that might be a key to future sales.

[swiss tony] 01/2/2022 13:25

I'll help you out:
£12.46 minus 10% = £11.21.
There is also a 5% dilution due to warrants being created.
So you can decide if that comes off the £11.21 to make £10.64 or not.

You're welcome.

[swiss tony] 26/1/2022 17:21

Why would a 10% dilution at £12.46 equate to an £8 target price though?

[pwal] 26/1/2022 16:03

News should be out at the start of Feb concerning the DBX S. The most powerful luxury SUV. DYOR