Aston Martin Lagonda Glo... Share Discussion Threads

[swiss tony] 29/1/2024 21:58

Cars.com :

In the US there are 329 new vehicles at dealers. Of these, 150 are DBX, 70 are Vantage before model change, 77 are DB12.

And that’s only at cars.com.

[timc2645sg] 29/1/2024 16:41

The Piranha bell end seems to go missjng in action when there is positive news or the price rises. Is he in deepest darkest Africa with no internet connection too?

[timc2645sg] 29/1/2024 16:07

You have been strangely absent today. Are you back putting the lids on cans of Lynx Africa?

[timc2645sg] 29/1/2024 16:07

Tim, average and high estimates suggesting fcf positive at the next results. You hurriedly closing your short positions? Margin calls incoming. I hope you get burnt badly Timothy.

[swiss tony] 24/1/2024 07:22

I wonder how much AML are spending on all these new models?

Especially when they have massive problems that need ironing out quickly.

Can't wait to see the cash balance and hear more about the 'fulsome refinancing' in the final results, about a month to go.....

[timc2645sg] 20/1/2024 11:26

Chesil, I believe we are to see the facelifted, new interior DBX too.

[chesil356] 20/1/2024 11:05

Share prices don’t rise when you meet already reduce sales targets Chesil”

But they might following the successful launch of a key model imo and for what its worth I’m expecting them to beat the lowered target.

“All these new cars cost money”

Yes they do, that’s why the cash burn has been so high, development cost are booked as they occur, so the majority of those costs were over the last two years, there is still the cost of launching the products to come but new products generates deposits reciepts.

“Low cash means another meanigful raise”

If that were true, which we don’t know yet, I don’t think it does mean another meaningful raise, if they wanted cash I believe we could see money coming in from Arctos, they’ve taken a chunk of the F1 team and indicated they want to get more involved we both the F1 team and the road car company. I was very surprised to see the F1 car launch this year is the same day as the new Vantage launch, looks to me that they are aligning the two businesses more. Last time somebody wanted in they had to pay a higher price for the privalidge (Geeley 335p)

Cash balance: Don’t forget they launched DB12 in May, cars produced from May to December will appear in the 4th Quarter year end results, none of those cars were booked in the third quarter but the money was spent to produce them.

As you’ve said and I’ve said a few times now, not long to go,

F1 Car and New Vantage launch 12th Febuary

results February 28th

[swiss tony] 20/1/2024 07:05

Share prices don't rise when you meet already reduced sales targets Chesil.

All these new cars cost money, can't wait to see their cash balance at next results, not long to go now.
Low cash means another meaningful raise like last year is required. That was a 4-1 placing with near 70% dilution.
Share price sunk from £4.20 to 89p.
At the current share price of £1.90, the equivalent raise would see us under 50p.

[swiss tony] 20/1/2024 07:01

UK sales down 30% in December

[chesil356] 19/1/2024 17:06

The companies actual words “we intend to undertake a fulsome refinancing exercise during the first half of 2024”

For what its worth I wouldn't be surprised to see some sort of cash raise this year, but it won't be at these prices, it will be considerably higher. The share price will be higher from A. meeting revised year end figures and B. From the launch of the new Vantage, New DBS and revised DBX will also help.

8000+ cars should be achievable this year, probably not enough evidence for people to believe that yet but the Vantage launch should change that.

[timc2645sg] 19/1/2024 16:46

You are a purple headed pork sword Tim.

[swiss tony] 19/1/2024 16:26

Looks like 190 support on the way out too.
No-one wants to buy, and we know why.
Invesco must be selling their remaining holding, almost 4% of the company to be sold if so.
That combined with a cash raise, this could go a lot lower.

[swiss tony] 19/1/2024 10:25

Fulsome refinance coming in early 2024, the company's words, not mine.
Refinancing debt costs money, money AML do not have.

[swiss tony] 19/1/2024 09:35

So if they have reduced 2023 sales numbers from 7000 to 6700 and loading dealers to hit that already reduced target, you know things aint going well at all.

[swiss tony] 19/1/2024 09:33

AML don;t publish retails, only wholesales.
I wonder why that may be?

Eeveryone knows they load dealers in Q4 to hit the sales targets, the ones they have already reduced that is.

[timc2645sg] 19/1/2024 08:26

Tim is swiss tony/c2468sg on lse.