OV9

Just posted a business update on Aston Martin, Ferrari, & McLaren:

https://karenable.com

Comments?

Interesting read as always.

Your comment on McLaren's "Track25 plan which called for 18 new models by 2025". What's the equivalent plan from Ferrari?

The AML situation just makes me very angry.

Have you looked at the numbers for the supercar small fry? Pagani et al.

Sorry, but I got as far as -

...vanity projects like Project Nepture – the Aston Martin Submarine...

https://www2.astonmartin.com/en/project-neptune

I mean, I'm guessing its not the first time since the movie came out where a drunk exec has suggested maybe they should make an underwater car, but I'm flabbergasted they actually went and considered something like that!? Its straight out of a parody movie.

I've also just had to google what the McLaren Elva was....

I enjoyed that.

I don’t like the current styling Aston has settled on plus the cars look awful in the metal in a kit car way. They look cheap, they look like someone who’s an engineer first and foremost has had their first bash at styling a car for clubman racing and plans to release an on road version.

Then I hear the prices, I don’t know why I would buy one over an older model for example a DBS, DB9 etc. Nor a McLaren or Ferrari. The DBX looks better in the metal than it does in the pictures plus it’s a very different looking SUV to the norm and often that’s good enough to sell cars for a short while. It’s therefore a little shocking to hear about the other side projects they’ve got going on when their core business appears to be so far off the rails.

Maybe I’m just not their target market and there’s loads of people out there who think Aston still make some of the best looking cars on sale, I really do think there needs to be a massive change in their business to survive and I’m hoping Stroll has a cunning plan up his sleeve.

Good, thought provoking read as always.
There's an interesting rumour that Mercedes is pulling out of F1 as a constructor, but will remain as engine supplier.
Mr. Stroll will exchange his AM stock for F1 Mercedes team stock. Thus leaving Mercedes as owner of MB and Mr. Stroll & Wolf as owners of the "old" Mercedes F1 team.
Any change of this actually happening?
Perhaps this is the reason why Mr. Stroll did not change to much in the last couple months and that ex AMG executive is now CEO of AM to prepare for the takeover?

zx6rkiller wrote: Mon Jun 01, 2020 10:17 am Good, thought provoking read as always.
There's an interesting rumour that Mercedes is pulling out of F1 as a constructor, but will remain as engine supplier.
Mr. Stroll will exchange his AM stock for F1 Mercedes team stock. Thus leaving Mercedes as owner of MB and Mr. Stroll & Wolf as owners of the "old" Mercedes F1 team.
Any change of this actually happening?
Perhaps this is the reason why Mr. Stroll did not change to much in the last couple months and that ex AMG executive is now CEO of AM to prepare for the takeover?

An interesting view on it and certainly a possibility. We touched on it a bit more in the F1 thread. I guess we will know more over the next 12 months.

RobYob wrote: Mon Jun 01, 2020 7:50 am Interesting read as always.

Your comment on McLaren's "Track25 plan which called for 18 new models by 2025". What's the equivalent plan from Ferrari?

The AML situation just makes me very angry.

Have you looked at the numbers for the supercar small fry? Pagani et al.

Getting numbers for Pagani & Koenigsegg etc is near impossible as they are private companies and don't publish financials.

Ascender wrote: Mon Jun 01, 2020 9:04 am Sorry, but I got as far as -

...vanity projects like Project Nepture – the Aston Martin Submarine...

https://www2.astonmartin.com/en/project-neptune

I mean, I'm guessing its not the first time since the movie came out where a drunk exec has suggested maybe they should make an underwater car, but I'm flabbergasted they actually went and considered something like that!? Its straight out of a parody movie.

Aston isn't known for the reliability of its electronics .....so the idea of a Aston sub is just terrifying.

zx6rkiller wrote: Mon Jun 01, 2020 10:17 am Good, thought provoking read as always.
There's an interesting rumour that Mercedes is pulling out of F1 as a constructor, but will remain as engine supplier.
Mr. Stroll will exchange his AM stock for F1 Mercedes team stock. Thus leaving Mercedes as owner of MB and Mr. Stroll & Wolf as owners of the "old" Mercedes F1 team.
Any change of this actually happening?
Perhaps this is the reason why Mr. Stroll did not change to much in the last couple months and that ex AMG executive is now CEO of AM to prepare for the takeover?

Possible but not sure how likely. Stroll already owns one F1 team, not sure why he would want another.

Stroll made his fortune in fashion. For him the big payoff is to turn Aston into the next Ferrari by moving it from being a car manufacturer into a global luxury brand. Current Aston sells 5000 cars a year and is worth $800 mil. Ferrari sells 10,000 cars a year and is worth $40 bil. Its a big opportunity if he can pull it off.

SSO wrote: Mon Jun 01, 2020 3:57 pm

zx6rkiller wrote: Mon Jun 01, 2020 10:17 am Good, thought provoking read as always.
There's an interesting rumour that Mercedes is pulling out of F1 as a constructor, but will remain as engine supplier.
Mr. Stroll will exchange his AM stock for F1 Mercedes team stock. Thus leaving Mercedes as owner of MB and Mr. Stroll & Wolf as owners of the "old" Mercedes F1 team.
Any change of this actually happening?
Perhaps this is the reason why Mr. Stroll did not change to much in the last couple months and that ex AMG executive is now CEO of AM to prepare for the takeover?

Possible but not sure how likely. Stroll already owns one F1 team, not sure why he would want another.

I guess it depends on how much he wants to be successful in F1. If he’s happy running a midfield team with a relatively limited budget trying to upset as much of the establishment as possible as a hobby then that’s great. I really do enjoy seeing RP do that.

If he really wants to start making head way then it’s argued the best set ups are running two teams and that’s something Mercedes don’t currently have but Red Bull and Ferrari do. Given the new regs will ‘penalise’ successful teams development on a sliding scale then it would make sense for the two team outfits to run a sort of ‘tick-tock’ strategy where they lead with one team for one year, then transfer all their knowledge to their second team for the second year, then in the third year it transfers back to the first team and so on. The advantage there being the second team would finish lower in the championship and have a larger development budget available to them but due to them ultimately being one organisation the advantage of having access to the championship winning teams engineering data from the previous year. We’ve already seen teams take advantage of this today when RB swapped drivers with TR last year mid season.

If Stroll and Wolff end up with the Merc outfit and RP together then they are in a position where they can split the staff to meet the regulations as they see fit. It’s a very strong position to be in but I think it would be unlikely to come off.

Latest news on Aston Martin, up to 500 redundancies and reduced sport car output

https://www.evo.co.uk/aston-martin/2026 ... production

jamcg wrote: Thu Jun 04, 2020 10:43 am Latest news on Aston Martin, up to 500 redundancies and reduced sport car output

https://www.evo.co.uk/aston-martin/2026 ... production

Only thing that's a surprise it is took them so long to plan. It was clear Aston needed to restructure back in Q4 2019.

The share price of Aston has doubled since you started this thread! - it’s a shame I’ve only been ‘playing’ with £250 on it.
Time to take my original investment out?

Jimexpl wrote: Fri Jun 12, 2020 10:04 am The share price of Aston has doubled since you started this thread! - it’s a shame I’ve only been ‘playing’ with £250 on it.
Time to take my original investment out?

Aston was at 2.78 back on March 27............today its at 0.7205

It can’t go much lower can it
Well 72 points

Mito Man wrote: Fri Jun 12, 2020 12:37 pm It can’t go much lower can it
Well 72 points

It all depends on how Stroll wants to play it.