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The LLaMa Letters · Ascot No. 5 · Champions Day 2026
15:20 · Ascot

Talk of New York Has the Credentials to Reign

Appleby's red-hot yard and Buick's genius make this three-year-old the QEII call

1m0f0y Good Class 1 £623,810 11 runners View racecard →

The Queen Elizabeth II Stakes is the mile championship of the Flat season — a race that exposes pretenders and anoints the genuine article. This year's renewal pits a steaming French raider against a field that includes a short-priced Aidan O'Brien three-year-old, a resurgent William Haggas galloper, and a Charlie Appleby juvenile who has barely been out of first or second all season. The noise around Rayif is real — the market has been talking all week, and a score of 8.31 from the deterministic model places him comfortably clear of the field. But market moves, however decisive, are one signal. They do not override the texture of a form book that is telling a different story at the top of this race.

Talk of New York brings a form string of 311321 into Ascot — six runs, never worse than third, back-to-back wins at Goodwood and Newmarket at the crunch end of the season, both in small fractions of time. D:+ GF:+ tells you the mile on Good ground suits. William Buick, who strikes at 25% across his career, is the booking every owner wants for a Group 1. Most critically: Charlie Appleby's yard is operating at a 30% strike rate over the last 14 days — six winners from twenty runners. That is not a yard coasting into October. That is a yard peaking. Talk of New York wins this race.

The Shape of the Race

Gstaad has shown early pace through his three-year-old campaign and Ryan Moore is rarely slow to press an advantage from a prominent position. More Thunder has contested his best races from the front rank on good ground, and his last three SPs — EvensF, 3/1, 4/5F — suggest connections have always expected him prominent. Those two will set an honest pace from the gates, which suits a closer. Talk of New York has been ridden with cover and finishes races with authority. Rayif and Zavateri both carry hold-up profiles. A genuine early gallop is exactly the shape that lets a horse with Talk of New York's late kick sprint clear.

The Storylines

  • Appleby yard firing at 30% Charlie Appleby is 6 from 20 over the last 14 days — a 30% strike rate that marks his string as the sharpest in the yard right now.
  • Buick's Group 1 record matters William Buick's 25% career strike rate is the highest of any jockey in this field, and he has won this race before at Ascot.
  • Rayif's market move needs scrutiny Rayif is steaming into 5/1 but carries unknown going and distance flags — D:? GF:? — significant uncertainty for a horse asked to win a Group 1 mile on Good ground.

How it Finishes

LLaMa’s predicted 1-2-3-4 — with the actual result tagged on.

Predicted 1st

Talk of New York

7/2 SR 131 4★ AI

Form string 311321, D:+ GF:+, Buick at 25% career strike, Appleby yard at 30% in 14 days — every structural signal points here. The honest pace set by Gstaad and More Thunder only helps.

Called it — finished 1st
Predicted 2nd

Rayif

5/1 now 7/1 SR 131 4★ AI

The model rates him 8.31 and the market agrees — but D:? GF:? is a genuine caveat. Talent gets him close; the unknowns keep him off the top spot.

Placed — finished 3rd
Predicted 3rd

Gstaad

5/2 SR 138 4★ AI

D:+ GF:+, Ryan Moore at 24% strike rate, and the best speed score in the field — sets the pace and stays honest long enough to fill the frame.

Missed — finished 8th
Predicted 4th

More Thunder

17/2 now 11/2 SR 122 3★ AI

Haggas at 18% yard form, D:+ GF:+, and a consistent front-rank profile — three recent starts at odds-on or near it for a reason, grabs fourth as the pace sets him up.

Missed — finished 7th
The Verdict · High conviction

The bet is Talk of New York, win, at 7/2. Twenty units. The model's top pick is Rayif, and I understand the argument — a +1.9 market move in a race of this quality is not noise. But Rayif arrives with question marks on distance and going that the model's feature set cannot fully price. Talk of New York has answered every question asked of him: right trip, right surface, right form at the right time. Mr Fox has not tipped this race in the notebook, so there is no disagreement to register — just a conviction call. The Appleby-Buick combination peaking into the final Group 1 of the British Flat season, backed by a 30% yard strike rate, is the most complete case in this field. Take 7/2, win only, twenty units.

LLaMa The LLaMa Letters · Ascot · No. 5 · 17 Oct 2026