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The Takeover Thread - Duchatelet Finally Sells (Jan 2020)

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Comments

  • Ferryman said:

    The interesting thing is that RD is offering big discounts on players for cash.

    The interesting thing is that RD is offering big discounts on players for cash.

    Says who
    Why else do you think Brentford got Konsa when other bigger clubs have been sniffing around?


    But never offered the asking price or even a very near offfef from what I heard


    It benefits RD that sale massively it’s asset stripping at the very least it’s criminal at best

    But it also reduces the value of the club and its price

    Which may just help those who ain’t showing the colour of their money yet

    So back to my point before, what if after selling Konsa (for say £2m rising to a potential £3m, but with an inflated up front payment- my guess figures), the Aussies say ok, you’ve sold one our key value player assets, we want the deal price reduced by the amount you’ve just received up front as the squad value has been reduced, and RD says no, the price is not changing a penny. Who is in the wrong then?

    Not,saying that is what has happened, but equally it could. As I said, we don’t really know
    Even worse, as others have mentioned, they might value Konsa higher than Roly. So he sells for £3M but they want £4M off the asking price?
    Still don't see how any potential buyer can complain about RD selling player assets and using the proceeds to keep the the club running as a going concern. The alternative is that Charlton stop playing all their wages and other bills for the next few months and then go into administration because of those unpaid wages and bills or start borrowing in order to pay these monthly costs and thus increasing the debt burden on the club which the new owners will inherit.
    Hi @Red_in_SE8 , as a general business principle any buyer with half a brain will get that. However the players are the club's principle assets even if they are not classified as "fixed assets" in the accounts. You can't agree a price if the owner is constantly flogging the assets before the deal is signed.

    You would suppose that after six bloody months the buyer and seller would have been able to agree on a sensible formula whereby the sale price is adjusted downwards if in the meantime the seller sells human resource which is identified as a key asset, and has a value attached to it. Similar negotiations take place in other businesses prior to sale conclusion. But not here apparently. The Australians are business people and experienced in the world of sport. I cannot believe they are not aware of the importance of agreeing this. But they are not dealing with a normal vendor. They are dealing with Roland Duchatelet. I'm not in the know but @nth london addick 's simple explantation that the Aussies haven't got the money/proof of funds doesn't ring true to me. I haven't got the money either, if I am not 100% certain of exactly what I am buying.

    It could be argued that the buying and selling of players is part of a football club's business. In that sense I am equating the players with stock that Marks & Spencer might have on its books and if they were in the process of being sold the potential buyers would not expect M&S to stop selling that stock during the selling process. Obviously they would expect the proceeds from those sales to remain in the business.

    RD has turned assets/stock into cash in the bank which can be used to continue paying wages and bills. That is not asset stripping.
    Don't you think their lunchtime meal deal is a bit expensive though?
  • Come on !!! Where's the bloody statement ............. don't these people realise I'm supposed to have other work I have to do ??
  • edited June 2018
    JamesSeed said:

    Maybe I'm too much of a cynic, but I'm not expecting any statement from anybody today...

    Ditto
    Bet you a pint? And @East_Stand_Loopy
    Go on then - I have virtually shaken your hand on it.
  • I hope if this statement is released via Richard Cawley we can take it as a sign that Murray won't be hanging around after? You'd think if he was involved with the bid he'd also be involved with the statement.
  • bobmunro said:

    I’ve heard it won’t go through until Australia are definitely not able to win the World Cup

    ... or learn to play limited overs cricket.
    Oi! That was a bit below the belt.... but brilliant!!

  • Ferryman said:

    The interesting thing is that RD is offering big discounts on players for cash.

    The interesting thing is that RD is offering big discounts on players for cash.

    Says who
    Why else do you think Brentford got Konsa when other bigger clubs have been sniffing around?


    But never offered the asking price or even a very near offfef from what I heard


    It benefits RD that sale massively it’s asset stripping at the very least it’s criminal at best

    But it also reduces the value of the club and its price

    Which may just help those who ain’t showing the colour of their money yet

    So back to my point before, what if after selling Konsa (for say £2m rising to a potential £3m, but with an inflated up front payment- my guess figures), the Aussies say ok, you’ve sold one our key value player assets, we want the deal price reduced by the amount you’ve just received up front as the squad value has been reduced, and RD says no, the price is not changing a penny. Who is in the wrong then?

    Not,saying that is what has happened, but equally it could. As I said, we don’t really know
    Even worse, as others have mentioned, they might value Konsa higher than Roly. So he sells for £3M but they want £4M off the asking price?
    Still don't see how any potential buyer can complain about RD selling player assets and using the proceeds to keep the the club running as a going concern. The alternative is that Charlton stop playing all their wages and other bills for the next few months and then go into administration because of those unpaid wages and bills or start borrowing in order to pay these monthly costs and thus increasing the debt burden on the club which the new owners will inherit.
    Hi @Red_in_SE8 , as a general business principle any buyer with half a brain will get that. However the players are the club's principle assets even if they are not classified as "fixed assets" in the accounts. You can't agree a price if the owner is constantly flogging the assets before the deal is signed.

    You would suppose that after six bloody months the buyer and seller would have been able to agree on a sensible formula whereby the sale price is adjusted downwards if in the meantime the seller sells human resource which is identified as a key asset, and has a value attached to it. Similar negotiations take place in other businesses prior to sale conclusion. But not here apparently. The Australians are business people and experienced in the world of sport. I cannot believe they are not aware of the importance of agreeing this. But they are not dealing with a normal vendor. They are dealing with Roland Duchatelet. I'm not in the know but @nth london addick 's simple explantation that the Aussies haven't got the money/proof of funds doesn't ring true to me. I haven't got the money either, if I am not 100% certain of exactly what I am buying.

    It could be argued that the buying and selling of players is part of a football club's business. In that sense I am equating the players with stock that Marks & Spencer might have on its books and if they were in the process of being sold the potential buyers would not expect M&S to stop selling that stock during the selling process. Obviously they would expect the proceeds from those sales to remain in the business.

    RD has turned assets/stock into cash in the bank which can be used to continue paying wages and bills. That is not asset stripping.
    I don't agree with that analogy. Stock at M&S is not an asset by any stretch. The exact same items can be replenished on a daily basis, and are. Running down the stock would be a temporary and infinitesmal change to the company valuation and easily identified and valued

    A football club is essentially a people business. It's far more like an advertising agency than a huge multi thousand employee retail business. When I worked at BMP it was publicly quoted on the FTSE, and some clowns from a French agency though they could buy us in a hostile takeover. But the top people did not want to be bought by the French. The FT pointed out that you cannot buy such a business as you might buy say Cadbury because the key assets can leave in the elevator one evening and just walk away.

    The point is that yes, player trading is part of the business, but if you are going to value such a business, you have to have a clear value of the key assets, the players, agreed in advance, and a formula for adjusting the price in the event of any changes, which could be a career terminating injury to a top player of course. In business it is not actually that difficult to agree on, if both parties are mature and seek rational benchmarks for agreeing the value of players at the time. You can see though why in this case , its a big IF...

  • Maybe I'm too much of a cynic, but I'm not expecting any statement from anybody today...

    I have faith in @JamesSeed , if he says we're getting a statement today then i fully believe we will get a statement.

    James, i've publicly announced my faith in your good self, don't let me down!
    Who said I don't have faith in James? Not me.

    He can be lied to, just the same as anyone else...
  • @PragueAddick I could not disagree more strongly. Average league 1 players are NOT the main, or significant, assets. In fact I would suggest that their contracts are actually a liability.

    Lionel Messi is an asset, Jason Pearce and Nabby Sarr aren't. If I was buying the club I would only put a nominal value on the current players, or 99% of league 1 players.

    If you were seriously rich the only assets you want are the ground, training ground and the golden share.

    The advertising agency comparison works with a SMT, football management, academy staff, talent scouts etc who can add massive value. Although that is obviously not the case here.
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  • Richard Cawley


    @RichCawleySLP

    Been told that statement from the Andrew Muir-led consortium will come via the club. #cafc

    @RichCawleySLP

    It's going to be along the line that talks are progressing but taking longer than anyone would like - buyers and seller. #cafc

  • Yawn.
  • JamesSeed said:

    cfgs said:

    So a statement today by our would be buyers? A bit confused though as when @JamesSeed broke this late last night night it was already today in Australia, whilst yesterday here in England and depending on how late this statement is announced it could already be tomorrow there whilst still today.

    Got the phone call at 21:30. My contact is in England. He was working on statement with Paul Elliott.
    Don’t know what time it’ll be released, but I imagine it’ll be via Rich Cawley.
    All I know is they won’t be saying they’re pulling out.
    They're not saying they are pulling out , they are not saying its a done deal, this sounds to me it could be about a clear as one of muzzas statements.

    So assuming there is a statement what's the best we can hope for?

    For me just some sort of clarity on exactly what's caused the delays and what is being done to fix it.
  • Clarity, in any form, would be welcome at the moment.

    Glad the talks are apparently progressing well but they do need to shake a leg and get some structure sorted!
  • Ferryman said:

    The interesting thing is that RD is offering big discounts on players for cash.

    The interesting thing is that RD is offering big discounts on players for cash.

    Says who
    Why else do you think Brentford got Konsa when other bigger clubs have been sniffing around?


    But never offered the asking price or even a very near offfef from what I heard


    It benefits RD that sale massively it’s asset stripping at the very least it’s criminal at best

    But it also reduces the value of the club and its price

    Which may just help those who ain’t showing the colour of their money yet

    So back to my point before, what if after selling Konsa (for say £2m rising to a potential £3m, but with an inflated up front payment- my guess figures), the Aussies say ok, you’ve sold one our key value player assets, we want the deal price reduced by the amount you’ve just received up front as the squad value has been reduced, and RD says no, the price is not changing a penny. Who is in the wrong then?

    Not,saying that is what has happened, but equally it could. As I said, we don’t really know
    Even worse, as others have mentioned, they might value Konsa higher than Roly. So he sells for £3M but they want £4M off the asking price?
    Still don't see how any potential buyer can complain about RD selling player assets and using the proceeds to keep the the club running as a going concern. The alternative is that Charlton stop playing all their wages and other bills for the next few months and then go into administration because of those unpaid wages and bills or start borrowing in order to pay these monthly costs and thus increasing the debt burden on the club which the new owners will inherit.
    Hi @Red_in_SE8 , as a general business principle any buyer with half a brain will get that. However the players are the club's principle assets even if they are not classified as "fixed assets" in the accounts. You can't agree a price if the owner is constantly flogging the assets before the deal is signed.

    You would suppose that after six bloody months the buyer and seller would have been able to agree on a sensible formula whereby the sale price is adjusted downwards if in the meantime the seller sells human resource which is identified as a key asset, and has a value attached to it. Similar negotiations take place in other businesses prior to sale conclusion. But not here apparently. The Australians are business people and experienced in the world of sport. I cannot believe they are not aware of the importance of agreeing this. But they are not dealing with a normal vendor. They are dealing with Roland Duchatelet. I'm not in the know but @nth london addick 's simple explantation that the Aussies haven't got the money/proof of funds doesn't ring true to me. I haven't got the money either, if I am not 100% certain of exactly what I am buying.

    It could be argued that the buying and selling of players is part of a football club's business. In that sense I am equating the players with stock that Marks & Spencer might have on its books and if they were in the process of being sold the potential buyers would not expect M&S to stop selling that stock during the selling process. Obviously they would expect the proceeds from those sales to remain in the business.

    RD has turned assets/stock into cash in the bank which can be used to continue paying wages and bills. That is not asset stripping.
    I don't agree with that analogy. Stock at M&S is not an asset by any stretch. The exact same items can be replenished on a daily basis, and are. Running down the stock would be a temporary and infinitesmal change to the company valuation and easily identified and valued

    A football club is essentially a people business. It's far more like an advertising agency than a huge multi thousand employee retail business. When I worked at BMP it was publicly quoted on the FTSE, and some clowns from a French agency though they could buy us in a hostile takeover. But the top people did not want to be bought by the French. The FT pointed out that you cannot buy such a business as you might buy say Cadbury because the key assets can leave in the elevator one evening and just walk away.

    The point is that yes, player trading is part of the business, but if you are going to value such a business, you have to have a clear value of the key assets, the players, agreed in advance, and a formula for adjusting the price in the event of any changes, which could be a career terminating injury to a top player of course. In business it is not actually that difficult to agree on, if both parties are mature and seek rational benchmarks for agreeing the value of players at the time. You can see though why in this case , its a big IF...

    I did not say that stock at M&S could be considered an asset. I suggested that players, especially at lower league clubs, might be equated to stock rather than fixed assets.

    Unless advertising agencies regularly trade their employees then I don't think they can be compared to football clubs.

    If, as you accept, player trading is part of the business, then surely those players cannot be considered as fixed assets.

    If we have a player on the books who has significant value there would be insurance in place to protect against loss in the event of serious injury. There should be no need for algorithms during the course of a selling process.
  • edited June 2018

    Maybe I'm too much of a cynic, but I'm not expecting any statement from anybody today...

    I have faith in @JamesSeed , if he says we're getting a statement today then i fully believe we will get a statement.

    James, i've publicly announced my faith in your good self, don't let me down!
    Who said I don't have faith in James? Not me.

    He can be lied to, just the same as anyone else...
    So far zero lies, but other than te gact that hey're still beavering away at this takeover, no truths either, based on the fact that most of what they've said has been a statement of intent.
    They've been over optimistic though ('it should happen next week' etc), but that's it.

    I'm going to get pelters if this statement isn't released today, despite merely being the messenger, although my skin is thickening, not just through ageing.
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  • edited June 2018

    Ferryman said:

    The interesting thing is that RD is offering big discounts on players for cash.

    The interesting thing is that RD is offering big discounts on players for cash.

    Says who
    Why else do you think Brentford got Konsa when other bigger clubs have been sniffing around?


    But never offered the asking price or even a very near offfef from what I heard


    It benefits RD that sale massively it’s asset stripping at the very least it’s criminal at best

    But it also reduces the value of the club and its price

    Which may just help those who ain’t showing the colour of their money yet

    So back to my point before, what if after selling Konsa (for say £2m rising to a potential £3m, but with an inflated up front payment- my guess figures), the Aussies say ok, you’ve sold one our key value player assets, we want the deal price reduced by the amount you’ve just received up front as the squad value has been reduced, and RD says no, the price is not changing a penny. Who is in the wrong then?

    Not,saying that is what has happened, but equally it could. As I said, we don’t really know
    Even worse, as others have mentioned, they might value Konsa higher than Roly. So he sells for £3M but they want £4M off the asking price?
    Still don't see how any potential buyer can complain about RD selling player assets and using the proceeds to keep the the club running as a going concern. The alternative is that Charlton stop playing all their wages and other bills for the next few months and then go into administration because of those unpaid wages and bills or start borrowing in order to pay these monthly costs and thus increasing the debt burden on the club which the new owners will inherit.
    Why would RD stop paying those bills then ? That leads to possible admin and he losses more money. Therefore it is not “The alternative”.

  • The statement if it appears, and especially if it appears on the club website, ought to be unambiguously attributable.
  • if the club are letting them put the statement out, you have to think relations are still positive between buyer and seller.

    I find this weird.

    If the statement is from Muir/Consortium rather than 'Charlton' on the OS, it seems all backwards. Not that I should be surprised.

  • WSS said:

    if the club are letting them put the statement out, you have to think relations are still positive between buyer and seller.

    I find this weird.

    If the statement is from Muir/Consortium rather than 'Charlton' on the OS, it seems all backwards. Not that I should be surprised.

    Did you not see the wink at the bottom of the post? Mega whoosh I’m afraid.
  • Interesting that RD has allowed them to use club channels. Must be close...you'd hope.
  • edited June 2018
    Redrobo said:

    WSS said:

    if the club are letting them put the statement out, you have to think relations are still positive between buyer and seller.

    I find this weird.

    If the statement is from Muir/Consortium rather than 'Charlton' on the OS, it seems all backwards. Not that I should be surprised.

    Did you not see the wink at the bottom of the post? Mega whoosh I’m afraid.
    I dont think WSS thinks Dazzlers post is real. Cawley said the statement will be via the club that is what WSS and I are referring to.

  • edited June 2018
    Scoham said:

    It’s happening... well a document has appeared on Baton 2010 Limited’s page on companies house:

    https://beta.companieshouse.gov.uk/company/07326155/filing-history/MzIwNzcxNTUxMGFkaXF6a2N4/document?format=pdf&download=0

    Unless Duchatelet's done it himself or via Staprix

    EDIT: Just seen @Airman Brown 's explanation that it relates to HSBC.
  • Maybe it'll be a joint statement
This discussion has been closed.

Roland Out Forever!