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The Takeover Thread - Duchatelet Finally Sells (Jan 2020)

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  • Just to clear one thing up - Has it been discussed if this new Aussie involvement has got anything at all to do with the old one? Sorry, but I've been skipping 60 odd pages at a time on this thread.
  • So the deal is ‘off’ by the looks of things. Nothing to see here lads, move along, form and orderly que. 😭
  • Croydon said:

    Amazing to see all the ITK folk backtrack all at once following JW's comments today. No one knows anything, as has been proved time and time again. Aussies, Usmanov, Red Bull and US investors, has anyone actually matched the over inflated price tag yet? Have they f...

    Who backtracked?
    White. Pay attention.
  • CafcCrazy said:

    So the deal is ‘off’ by the looks of things. Nothing to see here lads, move along, form and orderly que. 😭

    So there isn't a meeting tonight?
  • J BLOCK said:

    So the Americans are now “out”

    Were they ever in?
    Airman means they will back off as in leaving the Australians to run the club....NOT pulling out of the deal.
    FFS!

    I don’t, I’m afraid. The prediction made to me is that they will back away from getting involved.
    So are you saying the Americans have just decided to back out of it all at this late stage?
    The speculation is that the Americans would be landlords and the Aussies would have the day to day running of the club.
    That's why i speculated if that had ever worked in Pro football and been successful.

    How can the fog keep getting thicker.
  • Is the deal actually off? Apologies if I have missed something but alot of things being said.
  • So do the Americans want the ground to sell it then? Or as security if they're helping the Aussies fund a takeover? Or both?

    Regardless of which one, if true and correct, it sounds like the Aussies (or at the least the Aussies who are left from the original line up), are expecting heavy investment and are offering little to no security. It seems they want people to chuck em money and leave them to it to try and make a return.

    Only a hypothesis, but in effect the Aussies buy Baton - the club and the assets - with US backing which is secured with a new charge over the assets. The land isn’t going anywhere and as we know is a good long-term bet, even though it’s not prime development land or anything like.

    All then hinges on whether their valuation of the land is sufficient to meet RD’s price, including the £7m, because I don’t think the Aussies have currently got much more than working capital between them.

    On this scenario the ACV doesn’t ever come into play, because the club owns the land, and the ex-directors are gone. But the Aussies would likely have no ability to borrow further against the assets.
    Was it the Aussies or Americans who were introduced as the new owners?
  • Mal said:

    Well as I see it, this next 3 days are defining, Monday or Tuesday - as JW said, we should of been taken over, if not, then Wednesday's fans forum should tell us something, either the same old 5 interested bullchite again, or something more Interesting. Interesting week.

    Is Jim White still telling us not to worry, or is he saying we can worry now?

    Imminent, apparently a big meeting this evening if all goes well it unlocks the money. What that means I ain't got a scobbys
    It means Robert is waiting to see how he gets on in The Chase tonight to see if funds will unlock.
  • Is the deal actually off? Apologies if I have missed something but alot of things being said.

    There should be a meeting in the next 10 hours.
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  • So do the Americans want the ground to sell it then? Or as security if they're helping the Aussies fund a takeover? Or both?

    Regardless of which one, if true and correct, it sounds like the Aussies (or at the least the Aussies who are left from the original line up), are expecting heavy investment and are offering little to no security. It seems they want people to chuck em money and leave them to it to try and make a return.

    Only a hypothesis, but in effect the Aussies buy Baton - the club and the assets - with US backing which is secured with a new charge over the assets. The land isn’t going anywhere and as we know is a good long-term bet, even though it’s not prime development land or anything like.

    All then hinges on whether their valuation of the land is sufficient to meet RD’s price, including the £7m, because I don’t think the Aussies have currently got much more than working capital between them.

    On this scenario the ACV doesn’t ever come into play, because the club owns the land, and the ex-directors are gone. But the Aussies would likely have no ability to borrow further against the assets.
    How likely is a Coventry and Ricoh situation if the Americans owned the assets eventually and decide to kick us out?
  • edited January 2019
    Theoretically if this split assets thing goes forwards and I mean theoretically for obvious reasons as it would depend on several years of success but if we enjoyed several years of success, make it back to the prem and have a healthy stay, let's say the aussies wanted to expand the ground how would that work in this scenario?
  • So do the Americans want the ground to sell it then? Or as security if they're helping the Aussies fund a takeover? Or both?

    Regardless of which one, if true and correct, it sounds like the Aussies (or at the least the Aussies who are left from the original line up), are expecting heavy investment and are offering little to no security. It seems they want people to chuck em money and leave them to it to try and make a return.

    Only a hypothesis, but in effect the Aussies buy Baton - the club and the assets - with US backing which is secured with a new charge over the assets. The land isn’t going anywhere and as we know is a good long-term bet, even though it’s not prime development land or anything like.

    All then hinges on whether their valuation of the land is sufficient to meet RD’s price, including the £7m, because I don’t think the Aussies have currently got much more than working capital between them.

    On this scenario the ACV doesn’t ever come into play, because the club owns the land, and the ex-directors are gone. But the Aussies would likely have no ability to borrow further against the assets.
    How likely is a Coventry and Ricoh situation if the Americans owned the assets eventually and decide to kick us out?
    That depends on the structure - the ex-directors have charges but they can’t kick the club out. The problem for anyone holding the asset is even if the club went bust it’s a long road to realise any value.
  • The agreement might include a clause that the ground is repurchased from the new owners upon promotion to the prem, subject to some pricing formula.

    But we are now so far into the realms of speculation it's not worth thinking about yet, if ever.
  • So two untested dimensions of ACV - loans secured against an ACV property, and a 'reverse ACV' where the asset of the club is sold and the freehold of the ground retained. Neither I would imagine were anticipated as part of the legislation, but both could represent a change in the 'ownership status'. Hard to see how they could be, but I'm no lawyer.
  • razil said:

    So two untested dimensions of ACV - loans secured against an ACV property, and a 'reverse ACV' where the asset of the club is sold and the freehold of the ground retained. Neither I would imagine were anticipated as part of the legislation, but both could represent a change in the 'ownership status'. Hard to see how they could be, but I'm no lawyer.

    Did the trust renew the ACV?
  • se9addick said:

    se9addick said:

    Effectively two different sets of investors owning different parts of the club/assets is a recipe for disaster.

    Is the ACV still active? If so surely The Trust would have to be notified about the split of assets?
    The ACV is attached to the stadium, so if he sold another asset (the Club for instance) then I don’t think there would be any requirement to notify the Trust under the ACV legislation. I’d be astonished if anyone at Charlton knows there’s an ACV or what they have to do to fulfil the requirements of the legislation anyway.

    Additionally, as @Airman Brown points out, it doesn’t offer much protection other than making things slightly trickier.
    Hold on - just seen that the speculation is over one party buying the stadium and another the club, my response above assumed that Roland would retain the Valley. If he sells the Valley then I’m pretty sure he would have to notify the Trust first under the ACV legislation (that’s not to say the Trust could actually stop him...).
    I thought the holders of The ACV would then have to be given a 6month window to match the bid for the stadium, wasn't the the point of the original application.

    I also remember reading about it expiring, I really hope that didn't happen as I'd rather have RD around than Charlton not own The Valley.
    My understanding was that ACV was about preventing or at least giving the public time to oppose a change of use ie a pub being turned into flats rather than the pub changing landlord.

    The ACV was for five years and so would have now expired in November 2018. Have the Supporters' Trust renewed it?
    The ACV on The Valley expired on October 10th. CAST submitted on the same day an application for it to be re-listed (You can't apply until the status has actually expired). RB Greenwich should have reached a decision within eight weeks but, apart from a couple of clarification questions, we haven't heard from them formally yet. We are chasing it up.

    It does seem bizarre that any Asset of Community Value is unprotected during the period in which the new application is considered. However, although ACV status does provide some protection it is largely symbolic and would not come into force if Charlton Athletic Holdings (or Baton) was sold by one party to another.

  • edited January 2019
    Why are we still talking about the ground? Didn't that plan depend on the now-withdrawn Americans?
  • Uboat said:

    Why are we still taking about the ground? Didn't that plan depend on the now-withdrawn Americans?

    There's been no confirmation of their involvement or withdrawl, the fact that it was discussed as an option is worrying enough.
  • Uboat said:

    Why are we still taking about the ground? Didn't that plan depend on the now-withdrawn Americans?

    Despite the dozens of posts on this I am still unclear. Have the Americans withdrawn from the purchase process ? You would assume that if that’s the case then the takeover is off with the Australian Consortium not having the money.

    Furthermore. Is there a meeting this evening ?

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  • Pretty simple question, are the Americans in or out? If they are out is it over?
  • My immediate concern is whether RD is about to sell Taylor to the spanners to help towards the mounting running costs.
  • Halix said:

    So if ive got this straight, we could be moving from a billionaire owner who isnt prepared to invest, to Australian owners who havent got any money to invest, and who have had to raise the money by selling the freehold to third party American money men.

    I cant really see this being any great improvement.

    It would be far, far worse.
  • The Australian group must like doing the Hokey Cokey, there in out, in out, Roland must be dancing with them
  • edited January 2019
    CAFCsayer said:

    Australian consortium according to JW.

    Doesn't that contradict what Airman said the other day?

    American money, based on holding the assets. Australian control, based on owning the football club. However, the same source says the Americans will now back off.

    This isn’t via JW, by the way.
    how does that work? American company buy the ground and training facilities and aussie company buy the club?
    Sounds like it to me.
    This cannot happpen and is a receipe for disaster.
    Bring back the pigs...!!
  • Pretty simple question, are the Americans in or out? If they are out is it over?

    We've never really "known" about any Americans full stop.

    Just like most of this takeover process really, it's all been little nuggets of information that have emerged from certain sources, but never a complete picture.
  • looking forward to the minutes from Wednesday's Fans Forum meeting. I gather LVT will say there are now six interested parties, five have done DD, one isn't going to bother as they are minted and don't care, all six have made offers to RD but none accepted, the EFL test has yet to be passed by anyone, the Aussie/USA/New Zealand/Papua New Guinea consortium is still trying to raise cash but are hopeful now that a mate in Barbados wants in, in the last three hours he had had another approach (Red Bull) and he is now extremely confident that a deal will be concluded sometime in the future. Jim White should be attending the meeting and his arrival is imminent.

    Yeah, but what about the potholes?
This discussion has been closed.

Roland Out Forever!