AML - Stock Market Listing
Discussion
Thankyou4calling said:
Jon39 said:
Can you contribute anything relating to the commercial activities of Aston Martin Lagonda Global Holdings Plc ?
That is the subject we try to keep to on my topic.
Your record for this topic shows a contribution of 7 posts (out of 802).
Which one relates to AMLGH corporate activities?
All I can see is you talking about whether finance schemes exist.
Perhaps I have missed something.
You do not appear to have joined the conversation about possible reasons for low price 'rent' being offered by dealers, or the benefits or otherwise to AMLGH.
The New Vantage chat topic might be the appropriate one.
rovcallum said:
Hypothetically, if Dr Palmer were to leave the building, would the share price go up or down?
My opinion is that Dr Palmer has on the whole been good for Aston Martin.
Finding someone with the capability to be the leader of an historic financial roller coaster, cannot be easy.
I liked his long-term plan, because it set a clear ambitious target for every employee, although I wondered how so many new models could be financed, when the debt was in the hundreds of millions to start with.
Not so keen on all his hype before the IPO, although he might have been pushed on that one by the owners. Saying that orders for the new Vantage was almost 18 months production, might perhaps been a slip of the tongue. Cannot fault his confidence, except when it is a little too obvious.
On here we realised a long time ago, that the future of the Company depended on the success of the DBX, and I presume that an SUV was entirely his idea. Other motor manufacturers have achieved big sales success with their SUVs, so looking good now for Aston Martin.
You will have noticed that I have given a polticians' answer to your question.
Over 30 years ago, I realised that predictions of short-term share price movements, are simply guesses and invariably wrong.
Coffee break over. Will be interesting now to see the opinion of others.
I’m told JLR can’t make the FFRR quick enough!jimmybell said:
I actually think the DBX is far too late to have the impact needed. Market seems to be slowing across the board, particularly on the higher end marques., thus i suspect it wont give the boost intended.
I thought that initially, but an SUV will appeal to a much wider customer base than a sports car. High end SUV's very popular over here. jimmybell said:
I actually think the DBX is far too late to have the impact needed. Market seems to be slowing across the board, particularly on the higher end marques., thus i suspect it wont give the boost intended.
Certainly hope you are wrong Jimmy, because the bond holders are expecting to have their £800 million back on 15th April 2022. Big trouble if that debt cannot be refinanced.
The target is I believe about 4,000 DBX cars/vehicles/models per annum, so a very modest number compared to some of the premium SUV competitors.
This gets posted time and time again “oh DBX is late to the market”. Can someone please explain to me why that’s an issue?
People don’t buy 1 car for life. At this end of the market they replace them every 2-4 years. Why would someone who had previously bought a RR, Bentayga or Cayenne not consider a DBX for their next purchase.
Being “late” has never been an issue for normal car launches (oh no that Mr Benz did it 100 years ago, no point launching a new car!). Urus was also “late”, try going into your local Lambo dealer and ordering one. You’ll be lucky to get it in 2020. Ferrari isn’t launching the Purosangue until 2022, they don’t seem to be worried about being “late”.
I get it, we’re all worried for the future of AML. We’re all worried, given the market situation that DBX might not work. But if it doesn’t I don’t think it’s going to be because somehow it’s “late”.
By the way an earlier poster mentioned the launch hype was fading for the Bentayga. I’d flipping hope so, it was launched almost 6 years ago!
People don’t buy 1 car for life. At this end of the market they replace them every 2-4 years. Why would someone who had previously bought a RR, Bentayga or Cayenne not consider a DBX for their next purchase.
Being “late” has never been an issue for normal car launches (oh no that Mr Benz did it 100 years ago, no point launching a new car!). Urus was also “late”, try going into your local Lambo dealer and ordering one. You’ll be lucky to get it in 2020. Ferrari isn’t launching the Purosangue until 2022, they don’t seem to be worried about being “late”.
I get it, we’re all worried for the future of AML. We’re all worried, given the market situation that DBX might not work. But if it doesn’t I don’t think it’s going to be because somehow it’s “late”.
By the way an earlier poster mentioned the launch hype was fading for the Bentayga. I’d flipping hope so, it was launched almost 6 years ago!
for clarity i’m not referring to it arriving late by AML’s timelines, i’m concerned it’s late in a business cycle - whereby yes, given an apparent impending recession and fiscal uncertainty in many of their biggest markets - the DBX and it’s profit benefits are lagging, and perhaps those looking to replace similar cars might not in fact be looking to do so in a hurry if downturn looks likely (or happens).
I may be wrong, but thats the messaging (on economics... not aml) i keep hearing from the typical economics sources - prepare to baton the hatches was the party line i heard being passed to big banks private clients.
I may be wrong, but thats the messaging (on economics... not aml) i keep hearing from the typical economics sources - prepare to baton the hatches was the party line i heard being passed to big banks private clients.
RobDown said:
This gets posted time and time again “oh DBX is late to the market”. Can someone please explain to me why that’s an issue?
People don’t buy 1 car for life. At this end of the market they replace them every 2-4 years. Why would someone who had previously bought a RR, Bentayga or Cayenne not consider a DBX for their next purchase.
Being “late” has never been an issue for normal car launches (oh no that Mr Benz did it 100 years ago, no point launching a new car!). Urus was also “late”, try going into your local Lambo dealer and ordering one. You’ll be lucky to get it in 2020. Ferrari isn’t launching the Purosangue until 2022, they don’t seem to be worried about being “late”.
I get it, we’re all worried for the future of AML. We’re all worried, given the market situation that DBX might not work. But if it doesn’t I don’t think it’s going to be because somehow it’s “late”.
By the way an earlier poster mentioned the launch hype was fading for the Bentayga. I’d flipping hope so, it was launched almost 6 years ago!
People don’t buy 1 car for life. At this end of the market they replace them every 2-4 years. Why would someone who had previously bought a RR, Bentayga or Cayenne not consider a DBX for their next purchase.
Being “late” has never been an issue for normal car launches (oh no that Mr Benz did it 100 years ago, no point launching a new car!). Urus was also “late”, try going into your local Lambo dealer and ordering one. You’ll be lucky to get it in 2020. Ferrari isn’t launching the Purosangue until 2022, they don’t seem to be worried about being “late”.
I get it, we’re all worried for the future of AML. We’re all worried, given the market situation that DBX might not work. But if it doesn’t I don’t think it’s going to be because somehow it’s “late”.
By the way an earlier poster mentioned the launch hype was fading for the Bentayga. I’d flipping hope so, it was launched almost 6 years ago!
thanks Robin, it saved me from sitting here ranting internally. It’s not late. It’s reception has been incredibly positive, all indications are that it will sell well. But it’s definitely not late. 
Announcement today:
Aston Martin Lagonda Global Holdings plc
Aston Martin Lagonda (the "Company") notes recent press speculation.
The Company confirms that it is reviewing its funding requirements and various funding options. It is also engaged in early stage discussions with potential strategic investors in relation to building longer term relationships which may or may not involve an equity investment.
A further announcement will be made as and when appropriate.
Aston Martin Lagonda Global Holdings plc
Aston Martin Lagonda (the "Company") notes recent press speculation.
The Company confirms that it is reviewing its funding requirements and various funding options. It is also engaged in early stage discussions with potential strategic investors in relation to building longer term relationships which may or may not involve an equity investment.
A further announcement will be made as and when appropriate.
KevinBird said:
Announcement today:
The Company confirms that it is reviewing its funding requirements and various funding options. It is also engaged in early stage discussions with potential strategic investors in relation to building longer term relationships which may or may not involve an equity investment.
Always good for a quick 10% off the share price. The Company confirms that it is reviewing its funding requirements and various funding options. It is also engaged in early stage discussions with potential strategic investors in relation to building longer term relationships which may or may not involve an equity investment.
But at least they are talking about "funding" , "investors" and "long-term...equity". makes a lot more sense than the previous float which was a vanity project.
KevinBird said:
Announcement today:
Aston Martin Lagonda Global Holdings plc
Aston Martin Lagonda (the "Company") notes recent press speculation.
The Company confirms that it is reviewing its funding requirements and various funding options. It is also engaged in early stage discussions with potential strategic investors in relation to building longer term relationships which may or may not involve an equity investment.
A further announcement will be made as and when appropriate.
Aston Martin Lagonda Global Holdings plc
Aston Martin Lagonda (the "Company") notes recent press speculation.
The Company confirms that it is reviewing its funding requirements and various funding options. It is also engaged in early stage discussions with potential strategic investors in relation to building longer term relationships which may or may not involve an equity investment.
A further announcement will be made as and when appropriate.
They raised $150 million of high interest debt only a couple of months ago !
Wonder how any further funding might be structured. At least if equity, there won 't be more interest to pay, but any dilution of existing shareholdings won't be popular.
' The group has been stung by the tightening global car market, higher inventory levels at its dealers and the underperformance by its entry-level Vantage sports car. '
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