Usmanov

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Interesting;

To find out more about the current situation at Arsenal, Football.London spoke with a source who has helped set up successful takeover bids in England and across Europe - and has had dealings with both Kroenke and Usmanov - to discuss how the next few months could pan out in N5.

Would Kroenke ever be tempted to sell?

“Stan is worth $7-8 billion and his wife, daughter of Sam Wall (Walmart founder), is worth $40 billion or more. He is much richer that Usmanov.

“I just can’t see Stan selling Arsenal, it’s his top club in his empire of sports clubs.”

What do you think Usmanov's next move should be?

“Usmanov would be wise to sell to Stan.

“He could buy a top La Liga club for the value of his Arsenal stake and be playing in the Champions League.

“He should have sold to Stan when Stan went to 63% and was obligated to make the same offer to all shareholders.”
 

I think it will happen.

I'm not ITK or even have any remote insight - that's just my opinion from trying to read between the lines.

When the twitter et al. ITK brigade we all know and love were telling us the 2 Americans deal to takeover EFC was complete, very suddenly and completely out the blue - Moshiri news broke on the 27th Feb. On the 27th Feb it was officially announced.

The sheer speed of it, and with Usmanov and Moshiris joint statement in my mind - on the 27th Feb - the same day the news broke of Moshiri last year I speculated;



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I even thought maybe I inadvertently prompted all the rumour and speculation that followed but as time has gone on, the more realistic it seems. 49.9% element, the USM sponsorship - a recent approach to the site directly, Usmanov's bid as a final "Well, I tried...".

Nobody knows what Usmanov is thinking, but I reckon he gave up the ghost at Arsenal and Everton with Moshiri, would seem a perfect place for him to stick to fingers up to Arsenal's board and pile on Kroenke - their fans won't like it one bit if he makes a significant impact at Everton.




Agree. If you look at it logically and break it down as well then I think it's kind of obvious.



  • Kroenke has absolutely no need to sell
  1. he has majority stake
  2. all his players in the board room
  3. he has next to no opposition for any decisions - the AST have their 'say' and stuff will happen just to keep them sort of happy but Usmanov has no influence what so ever
  4. he doesn't need the money - he rejected £1 billion!!
  • Usmanov is in a position of no gain
  1. he can't influence the club at board level - because he's not on it
  2. he can't purchase other shares to gain a bigger position than Kroenke
  3. he offered £1b and it got rejected! One BILLION pounds! Regardless of if you're already a billionaire that's a ridiculous amount of money.
Kroenke will never sell, his children will never sell, his children's children will never sell. The leverage Arsenal provides for other business ventures is just too big to ever want to give that up and they'll simply never need the money from selling anyway.

If Usmanov wants to build a successful football team, a dynasty and get success as his open letters and other talk in the past have said he wants then he won't be doing it at Arsenal. The only thing he could gain is money by selling his shares. He won't get what he wants at Arsenal and I imagine he knew that a long time a go.

As you say Dan I imagine his £1b offer was just a last effort so much so that he went to the extreme of offering that amount of money and Kroenke stud firm.

The only way Usmanov doesn't leave Arsenal is if he is so stubborn that he'd not sell his stake to make sure Kroenke never fully owned the club. But that would go completely against all the narrative that's happened in the past about his ambitions.


Guess it's another "Watch this space" moment in the wonderful life of Everton.







Or he does sell and buys Newcastle.
 
Although I don't agree with the extent of The Esk's refusal to entertain Usmanov coming on board, he does make a valid point about what we have seen so far from Moshiri, e.g. the Chinese overdraft facility etc, being quite "small fry" and not really indicative of a super rich man joining the ranks any time soon.

Still hope he's wrong though.

Alternatively it was a bridging loan till the time usmanov was able and free to join.
 

I'm not sure what planet Esk is living on if he thinks offering 40% of a companies value for a 30% stake is a low ball offer.

Simple really, he has stuck his neck out very very far on this subject, not as an itk but as a business expert on the matter, being wrong will damage his credibility on regards to what he has an expertise in.

He has been wrong about usmanov involvement already with the usm sponsorship deal, he has stated categorically that kroenke would never ever bid and free up a potential rival, so the fact he has bid he has to explain away as not a genuine bid by calling it a low ball offer, when in reality the offer is above by a mile what the last shares sold for, and is considerably higher per share than usmanovs own bid, one which he never questioned negatively the value of.
 
Simple really, he has stuck his neck out very very far on this subject, not as an itk but as a business expert on the matter, being wrong will damage his credibility on regards to what he has an expertise in.

He has been wrong about usmanov involvement already with the usm sponsorship deal, he has stated categorically that kroenke would never ever bid and free up a potential rival, so the fact he has bid he has to explain away as not a genuine bid by calling it a low ball offer, when in reality the offer is above by a mile what the last shares sold for, and is considerably higher per share than usmanovs own bid, one which he never questioned negatively the value of.

I've no idea on the likelihood of Usmanov coming here. I hope he does but I've literally no clue. What I do know is that making 30% more than the market value on a half billion pound investment, is not what I'd call a bad offer lol
 
By the way his yacht has been in Antibes the past week... But today it's been on the move and now off the coast of Nice. No doubt on his way to Monaco to see his friend. ;)
 

Agree. If you look at it logically and break it down as well then I think it's kind of obvious.



  • Kroenke has absolutely no need to sell
  1. he has majority stake
  2. all his players in the board room
  3. he has next to no opposition for any decisions - the AST have their 'say' and stuff will happen just to keep them sort of happy but Usmanov has no influence what so ever
  4. he doesn't need the money - he rejected £1 billion!!
  • Usmanov is in a position of no gain
  1. he can't influence the club at board level - because he's not on it
  2. he can't purchase other shares to gain a bigger position than Kroenke
  3. he offered £1b and it got rejected! One BILLION pounds! Regardless of if you're already a billionaire that's a ridiculous amount of money.
Kroenke will never sell, his children will never sell, his children's children will never sell. The leverage Arsenal provides for other business ventures is just too big to ever want to give that up and they'll simply never need the money from selling anyway.

If Usmanov wants to build a successful football team, a dynasty and get success as his open letters and other talk in the past have said he wants then he won't be doing it at Arsenal. The only thing he could gain is money by selling his shares. He won't get what he wants at Arsenal and I imagine he knew that a long time a go.

As you say Dan I imagine his £1b offer was just a last effort so much so that he went to the extreme of offering that amount of money and Kroenke stud firm.

The only way Usmanov doesn't leave Arsenal is if he is so stubborn that he'd not sell his stake to make sure Kroenke never fully owned the club. But that would go completely against all the narrative that's happened in the past about his ambitions.


Guess it's another "Watch this space" moment in the wonderful life of Everton.







Or he does sell and buys Newcastle.
He won't buy Newcastle not after tomorrow.
 
Alternatively it was a bridging loan till the time usmanov was able and free to join.

I'm really not sure we've seen the entire story re that Chinese investment either. It was an initial credit facility and would not surprise me if it got rolled out further, or even possibly leading to some investment in the club. I know AU wanted a rights issue for paying for Arsenal's ground, while that would be pointless given the quite astute way we have agreed to pay for the stadium, an agreement whereby Chinese investment to underwrite the annual repayments in exchange for a stake in the club I could see.

It's a big if, but Usmanov comes on board it would be a notable change of gear in all aspects of the club. A relationship with the world biggest bank would also be utilised much better. I think they will explore the Chinese avenue.
 
What is also interesting with this is it has notion flat out rejected by Usmanov. The longer there is no rejection the more air time it will get.

Of course He could go and buy another football club, it would seem an odd move though given his partner (and in many ways employee) is already at a Premier League club. I imagine there is already agreement in place for the rest of the shares, and putting all bias aside the price that would have been agreed would be a very attractive deal compared to the cost of most PL teams.
 
according to the arseblog (who broke the story last week) the bid from Kroenke was made 2 weeks ago. If true - and if Usmanov had no interest in selling - wouldn't he have rejected the offer by now?

I'm looking for any positives here. ;)
 

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