AM Hauptforum WKN: A2QJD4 ISIN: GB00BN7CG237 Kürzel: AML Forum: Aktien User: Thorst

https://youtube.com/shorts/ZZqubBk4fDY?si=_zdOQLtRbKVyitbz

@Pentand: ja das sehe ich sehr ähnlich. Ich denke, dass Q4 EBIT positiv sein müsste. Die Analysten glauben im großen und Ganzen aber nicht an ein positives EBIT Q4. Da steckt eine menge positive Möglichkeit drin, sofern ein positives EBIT erwirtschaftet werden könnte. Vielleicht sogar ein positiver freier Cashflow für Q4?!

Könnte sich bald zum 10 bagger entwickeln

https://ssoreport.com/thoughts-nov-2025 "An AML/Yew Tree/PIF deal certainty is something I could see a number of bankers trying to sell to the named parties.  On the surface, it does make some sense.  PIF just happens to be the majority owner of EV auto manufacturer Lucid.  In the first 9 months of 2025, Lucid delivered 10,596 cars and burned through $2.6 billion in cash so it clearly has a few challenges as well.  In addition, in 2023, AML signed an agreement to use Lucid’s technology for its EV program.  The total value of the AML-Lucid agreement was £368 million with AML still likely on the hook for most of it.  Given that AML is now unlikely to launch an EV anytime this decade, a deal with PIF that gets them off the hook for that, might not be a bad idea.  For PIF, a combined Aston Martin Lucid might be tempting if they are sold on the idea that sticking Aston Martin’s wings on a Lucid built EV would help jump start sales. The Saudi’s are also heavily committed to Stroll’s privately owned Aston Martin F1 team.  Aramco, the Saudi state oil company, is AMF1’s exclusive title partner.  At different times over the years, there have been rumors of the Saudi’s interest in owning an F1 team.  For the Saudi’s, the quid pro quo for bailing Stroll out of AML, might just be an eventual deal for the F1 team.  For Stroll, this provides a potential face saving exit, for the Saudi’s they get both the F1 team they want and a brand that might help sell a few EVs.  It will be very interesting to see how this all develops."