Alisher Usmanov

[Duncan Disordely]

Very soon there will be 50% of Everton shares available or very near that much.

How when Moshiri has an agreement in place to go to a 75% (I think) ownership?

 

[The binman chronicles]

20000 Arsenal fans with a spare £16000?

That's like the price of the cheapest season ticket there or perhaps just the cost of an away ticket... One of the two I get confused.

 

[Toffeelover]

How when Moshiri has an agreement in place to go to a 75% (I think) ownership?

Say he passes, and has an understanding for some one else???? to strep in?

 

[The Esk]

Just theoretically mate, if he wanted to sell his shares what would be his best way to get around the difficulties? How would you approach it?

It's one thing having difficulties selling his shares and not wanting to sell his shares. I wonder which it is.

Best way would be to appoint an investment bank to source a buyer for all the shares in one lot.

There would be a queue around the door of bankers if he asked, the problem is once the buyers look at the situation as I've said ad nauseum, I'm not convinced there would be any takers.

Why hold a minority stake in a company that faces increased competition yet has an owner who fails to see the need for additional investment and relies on an outdated model with a manager rapidly approaching his sell buy date?

Arsenal under Kroenke have serious problems to maintain their status quo let alone progress. With Kroenke showing no willingness to adapt his business model why would an investor take such a position?

 

[Ruairi77]

This might be a bit simplistic, but surely it's possible that a potential buyer might want to buy 30% as an investment?

Simplistic but accurate. I'm sure Kronke (sp?) has a string of business associates keen to invest in the PL. Arsenal is about as safe a bet as you can get investment wise. If Usmanov wants to sell his stake, he'd have no problem.

 

[R934]

@The Esk As per below posts, any response to clarify how you are privy to such information would help support your elevated position of stature within this forum.

I have no idea who his sources are, nor am I going to explain who, how or why I may know what I do in relation to this.

Speculative guesswork when people fester on every word you utter is the problem. We can all make vague comments, but when you have a position to 'sell' your theory people begin to believe. With all due respect, I can not see how you are at privy to such sensitive information, alongside transfers and the inner workings of Usmanov - yet statistics don't support a claim you have made.
The problem with 'knowledge', knowledge is power, and you're putting yourself on a pedestal to make sweepingly vague statements, that creates disappointment to the fan base if they fail to materialise. We can all make claims, we can all pass knowledge, but sometimes in life its best to admit no knowledge. There is no shame in not knowing the inner working of a business, so lets not pretend other wise.

Please don't see this are targeting, but you are fortunate enough to have a higher platform, and I feel you are contradictory and vague on many an issue - yet are happy to shoot others down for believing something outside your 'inner circle of knowledge' - Usmanov for example.

@The Esk I've said this before (as below quote) but its's still relevant - how can you proclaim to know the inner workings of Usmanov when you had no idea what was going on between him and Moshiri. Remembering rightly you were discussing Moores and Noel with no knowledge of the truer takeover. Now we're lead to believe you have sources close to Usmanov, alongside all the other transfer gurus you consult?
If anything this transfer window and speculative guesswork has proved Everton are keeping business under wraps, not one of your 'he's ours' proclamations have came true, and nor one source predicted the current signing we have made.

@The Esk With all due respect, to assume you know anything regarding the mindset of Usmanov is odd. The fact nobody was any the wiser regarding this 'takeover' and going of other threads its clear, yourself along with many other blues were debating Moores and Noel, shows its impossible to guess what's happening behind the scenes. That's not to say Usmanov will invest into Everton - far from it - but at the same time, it isn't wise to state against that. Anything is in the realms of possibility, so to discount it is like I said rather odd. Everyone is entitled to a say, so not attempting to shoot anyone down, but lets be honest your post comes over as a firm 'it's not happening for X Y & Z, forget about it'. You clearly know your stuff, going of other posts but on this issue, you've clearly used a platform to talk down other peoples opinions. Simple fact is you and me both, have no idea what's happening or will happen for that matter, so let's not pretend otherwise.

 

[The Esk]

Very soon there will be 50% of Everton shares available or very near that much.

No mate, the 25% or so still owned by BK, JW and AA are subject to an option agreement with Moshiri.

 

[Toffeelover]

Best way would be to appoint an investment bank to source a buyer for all the shares in one lot.

There would be a queue around the door of bankers if he asked, the problem is once the buyers look at the situation as I've said ad nauseum, I'm not convinced there would be any takers.

Why hold a minority stake in a company that faces increased competition yet has an owner who fails to see the need for additional investment and relies on an outdated model with a manager rapidly approaching his sell buy date?

Arsenal under Kroenke have serious problems to maintain their status quo let alone progress. With Kroenke showing no willingness to adapt his business model why would an investor take such a position?

As regards the shares, is the dividend paid out any good if at all then what is the prospect of the share value increasing to entice a purchaser?

 

[Toffeelover]

No mate, the 25% or so still owned by BK, JW and AA are subject to an option agreement with Moshiri.

Okay but then there would be no problem that once acquired they are resold to Usmanov, yes? So I take it that the remaining bulk of the 25% is held by Grantchester, is that right?

 

[catcherintherye]

Best way would be to appoint an investment bank to source a buyer for all the shares in one lot.

There would be a queue around the door of bankers if he asked, the problem is once the buyers look at the situation as I've said ad nauseum, I'm not convinced there would be any takers.

Why hold a minority stake in a company that faces increased competition yet has an owner who fails to see the need for additional investment and relies on an outdated model with a manager rapidly approaching his sell buy date?

Arsenal under Kroenke have serious problems to maintain their status quo let alone progress. With Kroenke showing no willingness to adapt his business model why would an investor take such a position?

The last question you ask if pertinent. All you could say is some groups may prefer to take a back seat. Likewise even with Kroenke's model it's hard to see how an investment in a Premier League club in London with a 60k stadium will ever be a bad investment that would lose money in the context we live in.

I suspect if he wanted out enough he could pressure Kroenke to buy him out and could make life challenging for him.

 

[bluestevon]

An investor will want a certain level of control because (1) they want to manage their investment, and (2) they want rewarding for their investment by a right to sit on the board. If Moshiri wants to bring in investment, then he can feasibly offer seats on the board, managerial positions, input into the commercial ventures.

Moshiri, and the other people you mention, are in a position to do this without compromising their own ultimate control which is secured in other ways (major shareholding, entrenched rights, etc).

Kroenke has showed no willingness to share the control - most likely because he doesn't need/want the investment. That's up to Kroenke. However, it does mean that any investor looking at Arsenal will realise they won't get the control they would get elsewhere, if they purchased 30%, hence the potential difficulty in selling.

Alternatively since kroenke got control at arsenal how many principal investors are there who he could offer any if what you suggest too? - 1 and that's usmanov, between them they own 98% of the club, so the entire premise about no board seat, no influence etc comes through this one example involving the man he beat out in the race for control of the club and who they share a huge animosity towards each other?

Said to esk before and he kind of avoided the real answer, but exactly what power or control do the 13% Chinese investors have in man city?

Similarly it's been stated tat kroenke would have zero interest in any purchasing of usmanovs shares, despite the fact doing so would allow him a totally unnoposed control of arsenal? Which as long as usmanov stays will always be a figure fans can point to.

 

[originalgreaserbob]

I really don't want to be the perpetual knocker of ideas, but there's no way anyone can sell 30% of a company valued at £1.4bn on the drip into the market.

No buyer would buy in the knowledge that the seller has 30%, 25%, 20% etc still to sell.

Furthermore Usmanov is not going to sell off in dribs and drabs because if he's going to sell to buy into Everton he has to sell all his Arsenal shares held by R&W.

I'm not knocking the ideas just speaking with some experience of these matters.

I guess I'm confused about the nature of these shares and the difference here between their value and their liquidity. If you own normal, every-day stock market shares and you can't sell them for what you bought them for then that means that's not what they're worth anymore. So when people say these are £16000/share, that's according to who? Isn't there a market that sets the price for these shares? Even if there isn't, surely they have not lost all their value? There must be some price that exists at which some one would buy them? After all, the vast majority of the world's stocks are sold to people who are not getting seats on the board.

Put another way, you seem to be telling us that Usmanov gambled £300 million to gain control of Arsenal, lost to Kroenke, and is now simply stuck with the world's most expensive season ticket. Is this an accurate description of the situation? If it is accurate then it's hard for me to understand that his reaction is just going to be to shrug his shoulders and say "Oh well, win some, lose some".

(I've basically made this exact post before, but it was during my first-five-posts probation period and by the time it got approved the thread had doubled in size. Consequently I don't think anyone saw it, but if you read it before then excuse me for repeating myself.)

 

[stamullenblue]

Alternatively since kroenke got control at arsenal how many principal investors are there who he could offer any if what you suggest too? - 1 and that's usmanov, between them they own 98% of the club, so the entire premise about no board seat, no influence etc comes through this one example involving the man he beat out in the race for control of the club and who they share a huge animosity towards each other?

Said to esk before and he kind of avoided the real answer, but exactly what power or control do the 13% Chinese investors have in man city?

Similarly it's been stated tat kroenke would have zero interest in any purchasing of usmanovs shares, despite the fact doing so would allow him a totally unnoposed control of arsenal? Which as long as usmanov stays will always be a figure fans can point to.

If he really wants out he will find a way .... Here's hoping

 

[peteblue]

He'll offer them to the fans and Kroenke will be forced to buy......It's one thing pissing off a shareholder, it's quite another messing about with the fan base.......

 

[bluestevon]

20000 Arsenal fans with a spare £16000?

They'd shift fast mate, be it through investment groups, or individual buyers they would shift. Why did individual Everton fans purchase shares for, believing I think a fair few on here with several, because for a fan with the means it's a investment and a piece of the club you love.