Serious takeover talk

[KoolMoeDee]

Hi I'm a new member who's been following this the last few months. Do you think the 'investment/loan' is due to a late disagreement in takeover price following due diligence? So the deal was ‘off’ because of that but then back on (or ‘never off’) by agreeing something like ‘We’ll loan you the difference in our valuations, and if you can pay it back we’ll pay your price, but if you can’t, we convert the loan to shares at our price’. Assuming SD could only pay it back if we got promoted or otherwise increased revenue, the outcome would be they get a championship team at the SD price, or a league one team at theirs. SD effectively gets to back himself to be successful, and demonstrate that his valuation was correct. The 'investment/loan' approach might also resolve or at least defer the rumoured staffing issues if they were to do with keeping SD and/or CM.

I think some other posters might have suggested similar. This is the only way I can make any sense of this, have it fit with the various SD and CM comments, and give a reason why the Dell people would hand over any money at all at this point. I think this would fit with the talk in comments, and possibly a lot of the Nixon stuff. A big downside is that if a deal like this really existed it might have to be under NDA, so SD might not be able to share the excitement that this really is a take-over and might take a lot of flak until able to do so.

this is almost exactly as I have heard, plus the loan does have interest - don’t go up = can’t service the loan = fpp get at their price, go up with this funding then get sd price (plus the 9 mill is invested in the club) win - win for fpp and like u say Donald is backing himself. I fear (for him) he won’t come out on top but either way we get new owners next season.

after sitting watching the lowest point at the sol since it opened on Saturday I’m writing this season off anyway.

 

[BigPete]

Hi I'm a new member who's been following this the last few months. Do you think the 'investment/loan' is due to a late disagreement in takeover price following due diligence? So the deal was ‘off’ because of that but then back on (or ‘never off’) by agreeing something like ‘We’ll loan you the difference in our valuations, and if you can pay it back we’ll pay your price, but if you can’t, we convert the loan to shares at our price’. Assuming SD could only pay it back if we got promoted or otherwise increased revenue, the outcome would be they get a championship team at the SD price, or a league one team at theirs. SD effectively gets to back himself to be successful, and demonstrate that his valuation was correct. The 'investment/loan' approach might also resolve or at least defer the rumoured staffing issues if they were to do with keeping SD and/or CM.

I think some other posters might have suggested similar. This is the only way I can make any sense of this, have it fit with the various SD and CM comments, and give a reason why the Dell people would hand over any money at all at this point. I think this would fit with the talk in comments, and possibly a lot of the Nixon stuff. A big downside is that if a deal like this really existed it might have to be under NDA, so SD might not be able to share the excitement that this really is a take-over and might take a lot of flak until able to do so.

Just hope at the end of the day these Americans are in charge as with them we will succeed. I doubt they have many if any failures on their records.

 

[BigPete]

this is almost exactly as I have heard, plus the loan does have interest - don’t go up = can’t service the loan = fpp get at their price, go up with this funding then get sd price (plus the 9 mill is invested in the club) win - win for fpp and like u say Donald is backing himself. I fear (for him) he won’t come out on top but either way we get new owners next season.

after sitting watching the lowest point at the sol since it opened on Saturday I’m writing this season off anyway.

Sat watching Liverpool game seeing them go 8 points clear thinking thats that then then look at League one and see we are the same amount off top.

Thing is though in our league we don't have Liverpool who are going to win every game so the table changes a lot. We just need a few key signings and start stringing some results together. Not back to back I mean like 5 on the bounce and probably find yourself at the top of the table or thereabouts.

 

[KoolMoeDee]

Sat watching Liverpool game seeing them go 8 points clear thinking thats that then then look at League one and see we are the same amount off top.

Thing is though in our league we don't have Liverpool who are going to win every game so the table changes a lot. We just need a few key signings and start stringing some results together. Not back to back I mean like 5 on the bounce and probably find yourself at the top of the table or thereabouts.

True, my heart says the same but my head says we don’t look capable of that. Too many off form at the minute and weak in the centre of the park. Here’s hoping we are able to actually make some moves in January.

 

[O'conner flood]

People using a num de plume demanding full disclosure. Its mental. The clubs finances are private mainly and should remain so. A billionaire spent loads and left us in division 3.

nom

 

[HeatonMackem]

Hi I'm a new member who's been following this the last few months. Do you think the 'investment/loan' is due to a late disagreement in takeover price following due diligence? So the deal was ‘off’ because of that but then back on (or ‘never off’) by agreeing something like ‘We’ll loan you the difference in our valuations, and if you can pay it back we’ll pay your price, but if you can’t, we convert the loan to shares at our price’. Assuming SD could only pay it back if we got promoted or otherwise increased revenue, the outcome would be they get a championship team at the SD price, or a league one team at theirs. SD effectively gets to back himself to be successful, and demonstrate that his valuation was correct. The 'investment/loan' approach might also resolve or at least defer the rumoured staffing issues if they were to do with keeping SD and/or CM.

I think some other posters might have suggested similar. This is the only way I can make any sense of this, have it fit with the various SD and CM comments, and give a reason why the Dell people would hand over any money at all at this point. I think this would fit with the talk in comments, and possibly a lot of the Nixon stuff. A big downside is that if a deal like this really existed it might have to be under NDA, so SD might not be able to share the excitement that this really is a take-over and might take a lot of flak until able to do so.

You are spot on here IMO. SD overvalued us as a certainty L1 promotion team. FPP said 'hmm not sure buddy, prove you're right and we'll give you your asking price, otherwise we'll pay less. In the meantime here's £9m to sort out the long term infrastructure e.g. scouting etc'

 

[Nostradamoose]

Hi I'm a new member who's been following this the last few months. Do you think the 'investment/loan' is due to a late disagreement in takeover price following due diligence? So the deal was ‘off’ because of that but then back on (or ‘never off’) by agreeing something like ‘We’ll loan you the difference in our valuations, and if you can pay it back we’ll pay your price, but if you can’t, we convert the loan to shares at our price’. Assuming SD could only pay it back if we got promoted or otherwise increased revenue, the outcome would be they get a championship team at the SD price, or a league one team at theirs. SD effectively gets to back himself to be successful, and demonstrate that his valuation was correct. The 'investment/loan' approach might also resolve or at least defer the rumoured staffing issues if they were to do with keeping SD and/or CM.

I think some other posters might have suggested similar. This is the only way I can make any sense of this, have it fit with the various SD and CM comments, and give a reason why the Dell people would hand over any money at all at this point. I think this would fit with the talk in comments, and possibly a lot of the Nixon stuff. A big downside is that if a deal like this really existed it might have to be under NDA, so SD might not be able to share the excitement that this really is a take-over and might take a lot of flak until able to do so.

The millionaire version of flipping a coin

Tbh it makes more sense than any of the other explanations, particularly Ol' Salmon Pants on the RR podcast.

An extensive analysis of "will these arseholes win promotion this year" would definitely recommend such a deal.

 

[FulwellBri]

True, my heart says the same but my head says we don’t look capable of that. Too many off form at the minute and weak in the centre of the park. Here’s hoping we are able to actually make some moves in January.

Jack ross could have stayed and brought in another 6 players and it wouldnt have made a jot of difference.
He was a negative ninny who played hoofball.
PP.has inherited the awful mess he left behind and to be fair he rarely gets more than 3 days between games.
Very difficult to instil your philosophy, practice and refine etc when games are coming at you
That ross left behind a clearly unfit team of mainly dwarves doesnt help. Add expensive non scoring strikers..
The break should help immensely and after that we can get a clearer picture if PP will cut the mustard.

 

[wtdog]

nom

Sausage fingers

 

[Nacho]

Jack ross could have stayed and brought in another 6 players and it wouldnt have made a jot of difference.
He was a negative ninny who played hoofball.
PP.has inherited the awful mess he left behind and to be fair he rarely gets more than 3 days between games.
Very difficult to instil your philosophy, practice and refine etc when games are coming at you
That ross left behind a clearly unfit team of mainly dwarves doesnt help. Add expensive non scoring strikers..
The break should help immensely and after that we can get a clearer picture if PP will cut the mustard.

I know who's getting my vote in the Most Boring and Repetitive Tit of the Year category this time. Well done Bri

 

[dred]

Sat watching Liverpool game seeing them go 8 points clear thinking thats that then then look at League one and see we are the same amount off top.

Thing is though in our league we don't have Liverpool who are going to win every game so the table changes a lot. We just need a few key signings and start stringing some results together. Not back to back I mean like 5 on the bounce and probably find yourself at the top of the table or thereabouts.

When we get round to actually playing a league game

 

[Kittenmittons]

I know who's getting my vote in the Most Boring and Repetitive Tit of the Year category this time. Well done Bri

I demand a recount

 

[MKmackem]

Yes. We're not far off as it is and Parkinson doesn't seem to accept any **** so performances should improve. We should also have more money to spend in January than any other team in the league. All we really need is a goalscorer.

I see Maddison scored ANOTHER screamer at the weekend....

If you want promotion Stewart...go out and sign the lad in Jan, **** waiting until summer as he will get way better offers when he's a free agent...

£2.5 mil would have secured promotion....

Useless tight recruitment team

 

[FulwellBri]

I see Maddison scored ANOTHER screamer at the weekend....

If you want promotion Stewart...go out and sign the lad in Jan, **** waiting until summer as he will get way better offers when he's a free agent...

£2.5 mil would have secured promotion....

Useless tight recruitment team

Wyke used to score for fun at bradford.
Macgeady supposed to be best player in this division.
Problem is when you have a crap manager playing crap football and a team that has no confidence buying players doesnt solve the problem.
Fans get frustrated because these days they demand instant success.
Ross has walked away from this car crash and Parkinson is trying to get the injured passengers out of the cars.
People are kidding themselves if they believe an albeit talented player ( at this 5hite level ) but with an iffy reputation 8s going to kickstart our season.

 

[Nig]

Hi I'm a new member who's been following this the last few months. Do you think the 'investment/loan' is due to a late disagreement in takeover price following due diligence? So the deal was ‘off’ because of that but then back on (or ‘never off’) by agreeing something like ‘We’ll loan you the difference in our valuations, and if you can pay it back we’ll pay your price, but if you can’t, we convert the loan to shares at our price’. Assuming SD could only pay it back if we got promoted or otherwise increased revenue, the outcome would be they get a championship team at the SD price, or a league one team at theirs. SD effectively gets to back himself to be successful, and demonstrate that his valuation was correct. The 'investment/loan' approach might also resolve or at least defer the rumoured staffing issues if they were to do with keeping SD and/or CM.

I think some other posters might have suggested similar. This is the only way I can make any sense of this, have it fit with the various SD and CM comments, and give a reason why the Dell people would hand over any money at all at this point. I think this would fit with the talk in comments, and possibly a lot of the Nixon stuff. A big downside is that if a deal like this really existed it might have to be under NDA, so SD might not be able to share the excitement that this really is a take-over and might take a lot of flak until able to do so.

Sounds plausible,
Though didn't CM say on his last talk in "it will never be a takeover"
?

 

[Nostradamoose]

Sounds plausible,
Though didn't CM say on his last talk in "it will never be a takeover"
?

I think at this stage in proceedings it's fair to take everything Stew and Charlie utter with a pinch of salt.

 

[BigPete]

I really hope this doesn't go tit's up mind we need promotion.
Use the money on Maddison and he will probably get the other players a lift rather than fixing a bloody one!

 

[Ginnanson]

Hi I'm a new member who's been following this the last few months. Do you think the 'investment/loan' is due to a late disagreement in takeover price following due diligence? So the deal was ‘off’ because of that but then back on (or ‘never off’) by agreeing something like ‘We’ll loan you the difference in our valuations, and if you can pay it back we’ll pay your price, but if you can’t, we convert the loan to shares at our price’. Assuming SD could only pay it back if we got promoted or otherwise increased revenue, the outcome would be they get a championship team at the SD price, or a league one team at theirs. SD effectively gets to back himself to be successful, and demonstrate that his valuation was correct. The 'investment/loan' approach might also resolve or at least defer the rumoured staffing issues if they were to do with keeping SD and/or CM.

I think some other posters might have suggested similar. This is the only way I can make any sense of this, have it fit with the various SD and CM comments, and give a reason why the Dell people would hand over any money at all at this point. I think this would fit with the talk in comments, and possibly a lot of the Nixon stuff. A big downside is that if a deal like this really existed it might have to be under NDA, so SD might not be able to share the excitement that this really is a take-over and might take a lot of flak until able to do so.

makes sense as to why SD is keeping away from the fans, he doesn’t dare shoot himself in the foot by revealing info trying to defend himself when he is under a strict NDA

 

[Arlyman]

I think at this stage in proceedings it's fair to take everything Stew and Charlie utter with a pinch of salt.

Right if Charlie said 'it will never be a take over', maybe he means the current agreement they have, and is being silent on the potential of another one later (as it might not happen). - but again, this is all just guesswork in the absence of any definitive statement from the club. If it will never be a take over, we are back to the question of why bother putting in 9M for cash back or only a partial stake, instead of just walking away and buying someone else?

 

[Jerry lee]

Just hope at the end of the day these Americans are in charge as with them we will succeed. I doubt they have many if any failures on their records.

Ellis short didn't have many failures in his portfolio till he bought us !!!