Farhad Moshiri

[roydo]

My skillset of moving boxes, driving and general nondescript work would surely appeal to him.

Hang on, thats what I do.

I have been hacked.

 

[Woolly Blue]

Hang on, thats what I do.

I have been hacked.

No mate, you're just another Chico multi.

On-topic, as is Moshiri

 

[chicoazul]

Hang on, thats what I do.

I have been hacked.

hahaha.

 

[roydo]

No mate, you're just another Chico multi.

On-topic, as is Moshiri

Oh.

Indeed. Like him, he is rich.

Unlike me. Who isnt. But he needs something to work this window imo.

 

[Woolly Blue]

Oh.

Indeed. Like him, he is rich.

Unlike me. Who isnt. But he needs something to work this window imo.

You are rich in a way that money can't buy mate.

Hopefully we'll see Morgan in this week and at least one more in, possibly two to go straight into the team before the end of the window, and that'll be another tick in the box for Moshiri from me.

 

[hibbo'sclass]

@The Esk and @hibbo'sclass






What goes entirely unanswered here for me is what Usmanov gains out of this whole arrangement? He just doubled his holdings in Red and White as a favour to Moshiri. Now he's helping him out with commercial funding with naming rights for a holding company he has the majority in. That's required some commitment from him towards Moshiri's project here, but is he getting something more out of this than just doing his mate a favour?

They are, due to the premier league rules, individual shareholders with different stakes in different teams. The performance of the teams and the financial performance of the two interests held by these individuals is going to give different returns on investment for each, and there are different levels of risk associated with both stakes.

Moshiri has, if we look at hibbos workings a few pages back, yet to invest more than the amount he received from the sales of his stake in in R&W. He's took on more risk but with more investment he could get a great return. No arguments here with this being a great business strategy as the tide of premier league tv deals is riding high.

Usmanov though? I find it hard to read the motivations behind his involvement so far. He doubled his holdings in a company and that is still growing and is relatively low risk but he has no stake in the direction of the company and this isn't changing any time soon. He's spoken of supporting them long-term and passing his stake to his children so fair enough that's one explanation.

He's helped out his best mate and doubled his stake and exposure in the market to allow Moshiri to take the riskier investment. Now he's committed his holding company towards a naming deal for our training ground? It's a holding company, so is brand exposure really something they require? He's also spoken about potential sponsorship deals with Arsenal that Kroenke would not endorse, I believe that he mentioned it in his open letter.

If the new shirt sponsorship deal is for Megafone or some other actual customer-facing company USM has a stake in then I can see where Usmanov and USM are getting some return on their investment.

In the article you're proposing that they made a strategic decision together but it if things go our way(New stadium, commercial increases, Europe revenue, % of TV deal etc) it stands to benefit Moshiri far more than Usmanov? Do you believe that Usmanov is happy and settled with this mexican stand-off he has going on with Kroenke and the Arsenal board? Yet at the same time is also happy to basically directly financing us with commercial revenue for naming rights to a company he owns the majority of?

It just doesn't add up to me right now. Usmanov seems like the best mate Moshiri and Everton could have right now to echo a bit of what @MoutsGoat said earlier. This might get around compliance but this is a little strange.

Firstly, as others have said I believe that @The Esk will not be posting in the near future, which I hope he will reconsider.
My point was on the face of it, USM sponsoring anything is plain weird as it is a holding company, but my second paragraph went some way to explaining why it could benefit the likes of Metalloinvest/Megafon etc.
Agree that Usmanov appears to gain nothing, except possible leverage with AFC (fans revolution - not that Kroenke would be bothered)
The one thing I didn't mention is that if @The Esk article is correct in looking upon their PL activities as a joint venture, (by which AU would gain), I would worry that it does fall foul of ownership rules. This assumes I have read it correctly.
Personally, I think Usmanov may stay at Arsenal for the reasons he has stated, but also to not lose face - but that is an opinion based on no inside knowledge. If he was to leave and come to EFC, obviously I would be ecstatic.

*The above is purely my opinion, and cannot be treated as accurate unless all mods and GOT give it a like!

 

[roydo]

You are rich in a way that money can't buy mate.

Hopefully we'll see Morgan in this week and at least one more in, possibly two to go straight into the team before the end of the window, and that'll be another tick in the box for Moshiri from me.

Aw shucks.

 

[hibbo'sclass]

My skillset of moving boxes, driving and general nondescript work would surely appeal to him.

So you were leading me on with your alleged love of accountancy.

You Sir, are a MONSTER

 

[bring the ghost on]

You don't become a billionaire by messing around... Moshiri needs to realise that he has to do it all himself. The cash and the deals.

And you don't become a billionaire by doing it all yourself, you surround yourself with specialists.

 

[Efcjake]

Firstly, as others have said I believe that @The Esk will not be posting in the near future, which I hope he will reconsider.
My point was on the face of it, USM sponsoring anything is plain weird as it is a holding company, but my second paragraph went some way to explaining why it could benefit the likes of Metalloinvest/Megafon etc.
Agree that Usmanov appears to gain nothing, except possible leverage with AFC (fans revolution - not that Kroenke would be bothered)
The one thing I didn't mention is that if @The Esk article is correct in looking upon their PL activities as a joint venture, (by which AU would gain), I would worry that it does fall foul of ownership rules. This assumes I have read it correctly.
Personally, I think Usmanov may stay at Arsenal for the reasons he has stated, but also to not lose face - but that is an opinion based on no inside knowledge. If he was to leave and come to EFC, obviously I would be ecstatic.

*The above is purely my opinion, and cannot be treated as accurate unless all mods and GOT give it a like!

I'll be gutted if that is the case and he won't be posting as I always enjoyed his insights and opinions in this thread especially.

I mentioned the publicity aspect of this deal for the Arsenal fans in the other Usmanov thread. I'm with you in that I still can't make sense of why Usmanov will essentially be committing to bankroll another team's commercial revenue.

I too have worries about how this will be seen moving forward regarding dual-ownership conflict. As long as the premier league gives everything the OK then I'm fine with it. Depending on how this progresses it will be as close to being dual-ownership as it gets, with Usmanov essentially facilitating our commercial deals through USM subsidiaries/holdings but Moshiri being the main man standing to benefit through the increased value of his Everton holdings.

 

[hibbo'sclass]

I'll be gutted if that is the case and he won't be posting as I always enjoyed his insights and opinions in this thread especially.

I mentioned the publicity aspect of this deal for the Arsenal fans in the other Usmanov thread. I'm with you in that I still can't make sense of why Usmanov will essentially be committing to bankroll another team's commercial revenue.

I too have worries about how this will be seen moving forward regarding dual-ownership conflict. As long as the premier league gives everything the OK then I'm fine with it. Depending on how this progresses it will be as close to being dual-ownership as it gets, with Usmanov essentially facilitating our commercial deals through USM subsidiaries/holdings but Moshiri being the main man standing to benefit through the increased value of his Everton holdings.

Was initially thinking about the Partnership Act 1890, but not sure if it could apply in the case of Blue Heaven Holdings and Red and White Holdings. If the PL think it does and can prove it, could be an awful lot of fallout.
The thing is, Usmanov has bankrolled FM thus far with his purchase of R&W at a premium if the reported sale price was correct.
Bringing in USM and the Companies it owns (or part owns) is almost like phase 2 in my humble opinion.

 

[Efcjake]

Was initially thinking about the Partnership Act 1890, but not sure if it could apply in the case of Blue Heaven Holdings and Red and White Holdings. If the PL think it does and can prove it, could be an awful lot of fallout.
The thing is, Usmanov has bankrolled FM thus far with his purchase of R&W at a premium if the reported sale price was correct.
Bringing in USM and the Companies it owns (or part owns) is almost like phase 2 in my humble opinion.

There's so much smoke there has to be fire. It seems so much like an organized retreat and that the pair of them took the opportunity Everton provided and are working around the dual-ownership rules until such a time Usmanov can get out of Arsenal.

If he doesn't come here then Usmanov at least gets the brand exposure for USM's holdings through sponsorship deals which may be something they wanted to achieve through Arsenal and Kroenke would not endorse. He still gets to keep his stake in Arsenal which should continue to grow in value and he gets exposure for his other interests. He also helps his mate generate a decent growth in his personal wealth by helping him exploit the opportunities that Everton provides Moshiri with to gain a greater return on his investment. Pretty small rewards for him, but he's a Bazillionaire and loves Moshiri so it very well could be this.

I just have trouble seeing that being the case. It seems a more simpler explanation that he is biding his time with his Arsenal stake and intends to join Moshiri at Everton given the lengths Usmanov has already gone to personally support this project and the situation he is in at Arsenal with Kroenke.

 

[hibbo'sclass]

There's so much smoke there has to be fire. It seems so much like an organized retreat and that the pair of them took the opportunity Everton provided and are working around the dual-ownership rules until such a time Usmanov can get out of Arsenal.

If he doesn't come here then Usmanov at least gets the brand exposure for USM's holdings through sponsorship deals which may be something they wanted to achieve through Arsenal and Kroenke would not endorse. He still gets to keep his stake in Arsenal which should continue to grow in value and he gets exposure for his other interests. He also helps his mate generate a decent growth in his personal wealth by helping him exploit the opportunities that Everton provides Moshiri with to gain a greater return on his investment. Pretty small rewards for him, but he's a Bazillionaire and loves Moshiri so it very well could be this.

I just have trouble seeing that being the case. It seems a more simpler explanation that he is biding his time with his Arsenal stake and intends to join Moshiri at Everton given the lengths Usmanov has already gone to personally support this project and the situation he is in at Arsenal with Kroenke.

I don't know is the simple answer, no smoke without fire isn't enough to unwedge my backside from the fence.
USM gets advertising for its' brands, but is there massive value to be added to his Arsenal stake? Not so sure, as it is highly illiquid and the only obvious person who would be interested in buying it would be Kroenke if he wanted to take AFC private.
*eases splinters out gently

 

[kithnou]

Start shifting out the dross off the pitch Mr Moshiri.
Loser mentality is clearly prevalent still. Penny pinching over a million or two when the squad needs an overhaul is a joke, particularly after your words at the AGM.
Show us you are serious. Either get involved personally or find people who match your ambitions. Whoever is representing us at the moment isn't up to it.

 

[kiss the crest]

I think it is coming from him, I will tell you why,

1, how long did It take to get Koeman on board

2, how long has it taken to do the exterior at Goodison

3, expect new stadium 5 years plus

4, 9th Jan signed a division 1 prospect, when everyone knew we needed signings so badly Nov, Dec

5, why did we not sign many people in the summer?