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SARRIA LIVE MODEL
SARRIA ANALYSIS
CORPORATE FILINGS
Results Call

- for speed listening, go to the settings wheel on the bottom right of the video and choose playback speed -

 

Intro, Cap and Legal Structure - 9 Apr 25

Main Drivers - 9 Apr 25

Tariffs and Expectations - 9 April 25

Brand Value - 9 Apr 25

Investment Discussion - 9 April 25

 
SARRIA News - CWT
Aengus McMahon
Aston Martin - comment
Aengus McMahon

The recall is minor, but the bonds may be marked a touch lower. We expect the cost to be £1.5m – £2m. Given we believe that much of the

Aengus McMahon
Aston Martin - Thinner - Model Update
Aengus McMahon
Aston Martin - Thinner - Model Update
Aengus McMahon

Please find our updated analysis here. 

Despite its new models being well-received, Aston Martin (AML) has struggled in the last 12 months. Sales of the new GT/Sports models have fallen beneath our (and the company’s) expectations, and SUV sales have been hampered by the slowdown in

Aengus McMahon
Aengus McMahon
Aston Martin (Lagonda) - comment
Aengus McMahon

Ahead of our LME discussion on Aston Martin today, we note that Fitch has downgraded the AML SSNs to CCC+ as a result of the

Aengus McMahon
Aengus McMahon
Aston Martin - comment
Aengus McMahon

Appointing a new Chief Commercial Officer will help bonds today. AML has invested a significant amount of money in well-received new

Aengus McMahon
Aston Martin - comment
Aengus McMahon
Aston Martin - comment
Aengus McMahon

Operationally, the results were slightly below expectations. The bonds will be softer, but any drop will be reduced by the affirmation of

Aengus McMahon