AML - Stock Market Listing
Discussion
AstonV said:
RobDown said:
I’d love to believe that you had the plight of the Uigars in mind when you said what you said. But given your various trolling posts on this forum over the last 18 months I don’t.
And by the way India (Tata) has a pretty poor track record on human rights too - see the current Kashmir situation. But hey, few countries now seem to be blemish free
You come across as a major A Hole too. Have a nice day!And by the way India (Tata) has a pretty poor track record on human rights too - see the current Kashmir situation. But hey, few countries now seem to be blemish free
cardigankid said:
AstonV said:
RobDown said:
I’d love to believe that you had the plight of the Uigars in mind when you said what you said. But given your various trolling posts on this forum over the last 18 months I don’t.
And by the way India (Tata) has a pretty poor track record on human rights too - see the current Kashmir situation. But hey, few countries now seem to be blemish free
You come across as a major A Hole too. Have a nice day!And by the way India (Tata) has a pretty poor track record on human rights too - see the current Kashmir situation. But hey, few countries now seem to be blemish free
And if you do travel there then it’s not quite as backward as englanders like to think. Take a train journey, or drive on a large highway, and even drive the local cars, fit for purpose.
Edited by Exitleft on Saturday 1st February 17:39
Minglar said:
With regards to AP, I think it’s a difficult call as there are a couple of ways to look at it. He has been instrumental in creating an exciting new range of vehicles, and as he himself quoted, for four out of five years under his tenure, things have looked good. But the last year and the IPO have been a disaster and he has to share some accountability for that.
Not a disaster for AP with the £millions he pocketed straight away 
Fair comment, and Lotus are better than they were, while MG remains rather underwhelming.
At least this represents a new start for AML and hopefully Stroll will introduce more commercial reality to the AML board. There has to be less self aggrandisement, bombast and better brand management. PhilipO’s comments are right on.
On this topic, can someone explain to me the difference between the Valkyrie, the Valhalla and the Vanquish. I’m just a simple sports/gt car enthusiast and I’m confused. Maybe others are as well.
At least this represents a new start for AML and hopefully Stroll will introduce more commercial reality to the AML board. There has to be less self aggrandisement, bombast and better brand management. PhilipO’s comments are right on.
On this topic, can someone explain to me the difference between the Valkyrie, the Valhalla and the Vanquish. I’m just a simple sports/gt car enthusiast and I’m confused. Maybe others are as well.
cardigankid said:
On this topic, can someone explain to me the difference between the Valkyrie, the Valhalla and the Vanquish. I’m just a simple sports/gt car enthusiast and I’m confused. Maybe others are as well.
Previous generation all looked the same. This generation all sound the same. 😃 I think they are all mid engined, look similar and are fastest, faster and fast. 
cardigankid said:
On this topic, can someone explain to me the difference between the Valkyrie, the Valhalla and the Vanquish. I’m just a simple sports/gt car enthusiast and I’m confused. Maybe others are as well.
Valkyrie - The fastest road legal car ever made. Weight about 1,000 kg.
Engine designed by Cosworth. V12 N/A 1,000bhp plus 160bhp electric.
Extreme aerodynamic downforce under the car. Does not need a big wing.
Some customers have ordered spare engines.
Rear number plate will be metal. Too hot fir plastic.
Valhalla - New Aston Martin V6 turbo (possibly with additional electric power.)
Vanquish - not a limited edition, will be a core model.
So far has only been seen as a concept. AM V6.
Jon39 said:
cardigankid said:
On this topic, can someone explain to me the difference between the Valkyrie, the Valhalla and the Vanquish. I’m just a simple sports/gt car enthusiast and I’m confused. Maybe others are as well.
Valkyrie - The fastest road legal car ever made. Weight about 1,000 kg.
Engine designed by Cosworth. V12 N/A 1,000bhp plus 160bhp electric.
Extreme aerodynamic downforce under the car. Does not need a big wing.
Some customers have ordered spare engines.
Rear number plate will be metal. Too hot fir plastic.
Valhalla - New Aston Martin V6 turbo (possibly with additional electric power.)
Vanquish - not a limited edition, will be a core model.
So far has only been seen as a concept. AM V6.
Consolidation and investment in core models would make a lot more sense I think. The specials over the last few years have been great for delivering some short terms gains in terms of cash but not sure how much they have really done for the brand. I realise these aren’t “specials” but they also need a lot of investment which could probably be better used elsewhere.
I think the change in focus in from Automotive to luxury sounds like a Bentley like business model .
Cheib said:
Will be interesting to see if they survive the change in the boardroom .....
Consolidation and investment in core models would make a lot more sense I think.
Consolidation and investment in core models would make a lot more sense I think.
The rationale does seem to make good sense though.
The Valkyrie being the 'halo' model, the (almost) first Aston Martin mid-engine car. What a way to be able to shout, 'we have the expertise to produce a landmark car'. Probably not a cash drain either, judging by price and the high cost of options which are being specified.
The limited edition Valhalla (in the Bond film), is additional confirmation of the capability to produce mid-engine sports cars.
That then all leads into the Vanquish, the very first mid-engine core model, which benefits from the marketing spin off and customer confidence, created by the first two limited edition models. Aston Martin should by then have the mid-engine status, to match Ferrari and McLaren.
A road car to match the lap times of an Le Mans Prototype car. Remarkable.
Edited by Jon39 on Saturday 1st February 21:35
Jon39 said:
Cheib said:
Will be interesting to see if they survive the change in the boardroom .....
Consolidation and investment in core models would make a lot more sense I think.
Consolidation and investment in core models would make a lot more sense I think.
The rationale does seem to make good sense though.
The Valkyrie being the 'halo' model, the (almost) first Aston Martin mid-engine car. What a way to be able to shout, 'we have the expertise to produce a landmark car'. Probably not a cash drain either, judging by price and the high cost of options which are being specified.
The limited edition Valhalla (in the Bond film), is additional confirmation of the capability to produce mid-engine sports cars.
That then all leads into the Vanquish, the very first mid-engine core model, which benefits from the marketing spin off and customer confidence, created by the first two limited edition models. Aston Martin should by then have the mid-engine status, to match Ferrari and McLaren.
A road car to match the lap times of an Le Mans Prototype car. Remarkable.
Edited by Jon39 on Saturday 1st February 21:35
Jon39 said:
ReformedPistonhead said:
For those of us lucky enough to still be shareholders, it will be interesting to see what happens to us, I have not read any details of an offer or rights issue formally yet aside from press releases.
The share price is now at £5. In the absence of anything else a rights issue is dilutive therefore in principle you would expect your shares to be worth less after the issue.
Anyone have a view? I haven't done all the research yet and maybe I misunderstand.
The share price is now at £5. In the absence of anything else a rights issue is dilutive therefore in principle you would expect your shares to be worth less after the issue.
Anyone have a view? I haven't done all the research yet and maybe I misunderstand.
You are correct.
The proposed rights issue though, is not going to be announced, until after the 2019 preliminary results announcement.
pre Consortium AMLGH had 228m voting shares
Consortium take 45.6m new issue shares at £4 (cash to company) and not really dilutive as £4 a fair price when deal done. Get 16.7% of company.
After Rights issue Consortium investment goes to £235m (so extra £53m investment and 13m shares)
So based on this ratio every shareholder should be able to buy 1 share at £4 for every 3.45 shares they currently hold.
If every shareholder can (and does) invest, then 274 m of shares goes up by 79.5 m shares and £318 m (at £4 a share) raised.
So if have 2,000 shares at current value of £10,000 (£5 approx current market price) then would have to cough up about £2,350 to take up rights.
Hopefully every shareholder can take part, and if short of cash hopefully can sell rights (the right to buy at £4 to somebody else) - provided AMLGH share price about the right issue price of £4 at the time.
A rights issue is not dilutive. But can be if a shareholder doesn't invest or sell rights and the £4 a share price is at a discount to the then current share price.
RL17 said:
...... So if have 2,000 shares at current value of £10,000 (£5 approx current market price) then would have to cough up about £2,350 to take up rights.
There will be some shareholders who have held since the IPO.
For the 2,000 shares in your example, they would have lost £28,000, so might not be too happy about lobbing in £2,350 more.
Lawrence Stroll's consortium,
make a paper profit of £45 million in one day on AML shares,
appointed Chairman of AML,
can use a world famous brand name for a private Formula One team.
If that is correct, what do you think of the deal so far?
Jon39 said:
RL17 said:
...... So if have 2,000 shares at current value of £10,000 (£5 approx current market price) then would have to cough up about £2,350 to take up rights.
There will be some shareholders who have held since the IPO.
For the 2,000 shares in your example, they would have lost £28,000, so might not be too happy about lobbing in £2,350 more.
Lawrence Stroll's consortium,
make a paper profit of £45 million in one day on AML shares,
appointed Chairman of AML,
can use a world famous brand name for a private Formula One team.
If that is correct, what do you think of the deal so far?
You/they may have potentially lost £28,000 already but without his investment you cold have lost another £10k and if don't invest a bit more you'll lose another £600 or so by dilution. So look forward and decide on current outlook rather than holding onto to emotional attachment for money already lost.
As said above it's a good deal but maybe too F1/fashion orientated
SL500UK said:
Jon39 said:
Valkyrie - The fastest road legal car ever made. Weight about 1,000 kg.
Engine designed by Cosworth. V12 N/A 1,000bhp plus 160bhp electric.
Extreme aerodynamic downforce under the car.
My information has only come from listening to the public comments, made by engineers involved in the project.
1,160 bhp with 1,000kg weight is a tremendous start, but it seems to be the under car aerodynamics which is the special part, permitting enormous cornering speeds. I don't know, but maybe the 300mph (ish) Bugatti might have a higher top speed, but probably no contest with lap times. Adrian Newey has not been constrained by the Formula One rules, when designing the Valkyrie, so very high downforce has been achieved. Note how the rear wing size, is far smaller than on a Vantage GTE.
Obviously does not help on the way to the pub, but what a wonderful engineering exercise.
The McLaren F1 was a generational leap forward in 1992. The Valkyrie now appears to be the successor.
https://m.youtube.com/watch?v=nJcbZ1KLMd8
RL17 said:
Need to look forward Jon
Yes, quite right Reg. It was one of my provocative posts, attempting to create a different line of discussion.
The deal certainly gets AMLGH out of an apparently awkward pre-DBX period, but I was just wondering whether this deal is perhaps more favourable to Lawrence Stroll than AMLGH.
I have generally avoided investing in the motors sector (too cyclical for me) and certainly did not get involved in a ''supposedly' £5bn sports car company, but was fortunate with a brief foray into Jaguar, and an Australian motor parts manufacturer has performed surprisingly well for decades. Fairly continuous dividend increases, present yield 5.45%.
Edited by Jon39 on Sunday 2nd February 19:31
Jon39 said:
RL17 said:
Need to look forward Jon
Yes, quite right Reg. It was one of my provocative posts, attempting to create a different line of discussion.
The deal certainly gets AMLGH out of an apparently awkward pre-DBX period, but I was just wondering whether this deal is perhaps more favourable to Lawrence Stroll than AMLGH.
I have generally avoided investing in the motors sector (too cyclical for me) and certainly did not get involved in a ''supposedly' £5bn sports car company, but was fortunate with a brief foray into Jaguar, and an Australian motor parts manufacturer has performed surprisingly well for decades. Fairly continuous dividend increases, present yield 5.45%.
Edited by Jon39 on Sunday 2nd February 19:31
Execution will be interesting because to me it sounds like they’re going to be trying to do a Bentley which has obviously been a massive success for VW.
Jon39 said:
My information has only come from listening to the public comments, made by engineers involved in the project.
1,160 bhp with 1,000kg weight is a tremendous start, but it seems to be the under car aerodynamics which is the special part, permitting enormous cornering speeds. I don't know, but maybe the 300mph (ish) Bugatti might have a higher top speed, but probably no contest with lap times. Adrian Newey has not been constrained by the Formula One rules, when designing the Valkyrie, so very high downforce has been achieved. Note how the rear wing size, is far smaller than on a Vantage GTE.
Obviously does not help on the way to the pub, but what a wonderful engineering exercise.
The McLaren F1 was a generational leap forward in 1992. The Valkyrie now appears to be the successor.
https://m.youtube.com/watch?v=nJcbZ1KLMd8
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