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Aston Martin: The Stroll Era - How does it End?
Posted: Sun Jun 19, 2022 5:20 pm
by SSO
Just posted an article on how I think the Stroll Era might end at Aston Martin given their current financial condition and dramatic drop in the stock price:
https://karenable.com/aston-martin-the- ... es-it-end/
Comments?
Re: Aston Martin: The Stroll Era - How does it End?
Posted: Sun Jun 19, 2022 10:10 pm
by RobYob
I think had they the cash Geely would be welcomed with open arms. Certainly Geely having already negotiated an AMG power train for Lotus should have a head start on keeping AML in motors.
But with that huge debt and few suitors is there any advantage other than political optics in investing now or picking over the carcass in 12months time?
Considering the rate of housing development I could well imagine the Gaydon site being bulldozed in a few years. JLR having spunked a whole load of cash building it's own fantasy temple of infinite growth next door won't have much need of it.
Re: Aston Martin: The Stroll Era - How does it End?
Posted: Sun Jun 19, 2022 11:15 pm
by SSO
RobYob wrote: Sun Jun 19, 2022 10:10 pm
I think had they the cash Geely would be welcomed with open arms. Certainly Geely having already negotiated an AMG power train for Lotus should have a head start on keeping AML in motors.
But with that huge debt and few suitors is there any advantage other than political optics in investing now or picking over the carcass in 12months time?
Considering the rate of housing development I could well imagine the Gaydon site being bulldozed in a few years. JLR having spunked a whole load of cash building it's own fantasy temple of infinite growth next door won't have much need of it.
Definitely wiser to wait and pick over the carcass
Re: Aston Martin: The Stroll Era - How does it End?
Posted: Mon Jun 20, 2022 12:08 am
by nuttinnew
Seems like an apt thread for this;
Re: Aston Martin: The Stroll Era - How does it End?
Posted: Mon Jun 20, 2022 11:22 pm
by RobYob
SSO wrote: Sun Jun 19, 2022 11:15 pm
RobYob wrote: Sun Jun 19, 2022 10:10 pm
But with that huge debt and few suitors is there any advantage other than political optics in investing now or picking over the carcass in 12months time?
Definitely wiser to wait and pick over the carcass
Unless they could negotiate a massive tax waiver, several peerages and spots at Oxbridge for the board's offspring. But that'd never happen...
Re: Aston Martin: The Stroll Era - How does it End?
Posted: Tue Jun 21, 2022 12:35 am
by SSO
RobYob wrote: Mon Jun 20, 2022 11:22 pm
SSO wrote: Sun Jun 19, 2022 11:15 pm
RobYob wrote: Sun Jun 19, 2022 10:10 pm
But with that huge debt and few suitors is there any advantage other than political optics in investing now or picking over the carcass in 12months time?
Definitely wiser to wait and pick over the carcass
Unless they could negotiate a massive tax waiver, several peerages and spots at Oxbridge for the board's offspring. But that'd never happen...
Not in this day and age.
Re: Aston Martin: The Stroll Era - How does it End?
Posted: Sat Jul 16, 2022 8:02 am
by RobYob
Re: Aston Martin: The Stroll Era - How does it End?
Posted: Sat Jul 16, 2022 12:56 pm
by SSO
and the Saudis are buying in a less than half what Stroll paid for his shares just two years ago.
Re: Aston Martin: The Stroll Era - How does it End?
Posted: Wed May 24, 2023 8:02 am
by jamcg
@SSO 
what’s your take on the news of Aston Martin F1 team taking Honda engines? Seemed strange to me given that the road cars use AMG engines
Re: Aston Martin: The Stroll Era - How does it End?
Posted: Wed May 24, 2023 1:33 pm
by SSO
jamcg wrote: Wed May 24, 2023 8:02 am
@SSO
what’s your take on the news of Aston Martin F1 team taking Honda engines? Seemed strange to me given that the road cars use AMG engines
Think this is driven as much by Mercedes wanting to untangle themselves longer term from all things Aston/Stroll. Would not be surprised to see a different engine suppler for the road cars as well in the not to distant future
Re: Aston Martin: The Stroll Era - How does it End?
Posted: Thu Jun 29, 2023 7:14 am
by mik
There you go @SSO
Re: Aston Martin: The Stroll Era - How does it End?
Posted: Thu Jun 29, 2023 8:47 am
by Zonda_
Aww, what a shame he's not British so he could only get a honorary one anyway which is pointless and the chance of him getting one after he's 'asked'...
Re: Aston Martin: The Stroll Era - How does it End?
Posted: Thu Jun 29, 2023 10:27 am
by nuttinnew
Also;
Re: Aston Martin: The Stroll Era - How does it End?
Posted: Thu Jun 29, 2023 10:34 am
by dinny_g
He's not the first MD who thought they had "Set up Aston Martin for future success"
Let's see some actual long term stability before you go patting yourself on the back
Re: Aston Martin: The Stroll Era - How does it End?
Posted: Thu Jun 29, 2023 1:03 pm
by SSO
Zonda_ wrote: Thu Jun 29, 2023 8:47 am
Aww, what a shame he's not British so he could only get a honorary one anyway which is pointless and the chance of him getting one after he's 'asked'...
Yup, you can ask Beckman how the turns out.....
Re: Aston Martin: The Stroll Era - How does it End?
Posted: Thu Jun 29, 2023 1:03 pm
by SSO
dinny_g wrote: Thu Jun 29, 2023 10:34 am
He's not the first MD who thought they had "Set up Aston Martin for future success"
Let's see some actual long term stability before you go patting yourself on the back
Exactly. Q1 2023 was really ugly
Re: Aston Martin: The Stroll Era - How does it End?
Posted: Thu Jun 29, 2023 1:17 pm
by dinny_g
Indeed - I've lived in Newport Pagnell off and on for the past 25 years and there have been about as many false dawns and real ones...
Re: Aston Martin: The Stroll Era - How does it End?
Posted: Sun Jul 02, 2023 12:57 am
by Jay-me
A knighthood? Lol
Bin his son off the team and we’ll make him a king instead
Re: Aston Martin: The Stroll Era - How does it End?
Posted: Sun Jul 02, 2023 4:29 pm
by SSO
Jay-me wrote: Sun Jul 02, 2023 12:57 am
A knighthood? Lol
Bin his son off the team and we’ll make him a king instead
Sadly, don't see that happening anytime soon.