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ENIC

dingdongo said:
Everything there sounds pretty believable enough to me. Although I am not saying we SHOULD believe him lol!!
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....what like, brick things are happening, and these are the brick people making brick things happen.

Of course that's some level of believable based on logic alone.
But alas, also the way of the world.
 
dingdongo said:
Interesting thread here (although I dont know who this guy is!). He says Lange and Vinai are already done.

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That account is forever posting supposed ITK info but I don’t think any of it actually happens.
 
Glenda's Legs said:
That account is forever posting supposed ITK info but I don’t think any of it actually happens.
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lol - cos Matthew Collecott has been so great at his job for 2 decades.

Last thing we need is that guy getting more involved. We need a financial person with some sales and marketing DNA that can think differently. I've wanted this guy gone for years.

No company takes their head of finance and makes them CEO. It's the personality type for the top job. We had too much of that with Levy.
 
Mrs Vert said:
Do you think ENIC sell when we go down? I mean it would make no financial sense for them. Or do they stay forever??
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Much less likely to sell, certainly straight away, I’d think. They’ll see hundreds of millions (possibly even £1 billion+) knocked off their value overnight. They’ll want to get us back up at the first time of asking to get some of that value back on before they even consider selling.

Medium term, though, they might be quicker to get rid; they’ll have been exposed to the risk.

The biggest worry is we go down but don’t bounce straight back up.
 
DeanoAustin said:
You should go watch the Talksport caller yesterday with Goldstein and Bent who says that ENIC are deliberately sabotaging Spurs to drive down the price of Levy’s shares so they can take full control. It’s absolutely hilarious and makes you worry that some of these people walk amongst us…
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Firstly Talkbrick does excately what it says on the tin, as for the majority of the callers who call in there is a large absense of brains between them.
 
Mikey10 said:
Much less likely to sell, certainly straight away, I’d think. They’ll see hundreds of millions (possibly even £1 billion+) knocked off their value overnight. They’ll want to get us back up at the first time of asking to get some of that value back on before they even consider selling.

Medium term, though, they might be quicker to get rid; they’ll have been exposed to the risk.

The biggest worry is we go down but don’t bounce straight back up.
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Does the valuation even rebound to the same extent if we go straight back up? I feel like so much of what is baked in to the valuation (other than the infrastructure) is that we are this promise of a sexy London club, basically part of the elite, a super league club, that is just waiting to break up and win multiple premier league titles.

If we go down, we’re no longer that club. And if we go up, we’re a newly promoted side who will then have to prove themselves back in the top league.

Might be wishful thinking but my hope is that ENIC decide to get out while they can, lest they risk multiple seasons in the Champ and the valuation plummeting further. And maybe someone who has been eyeing us for a while makes them an offer that’s too good to refuse, because otherwise for them they’ll have to stick it out for a long term project to even get us back to the position we were in a year ago.
 
MartyFunkhouser said:
What use is a protest now??
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Liked this in one of the replies
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I understand the want to protest but I’d rather they kept their efforts to supporting the team inside the stadium whilst the game is going on.
Have a protest after the game but beforehand means a negative atmosphere is being bought into the ground.
But at the same time, if you are unhappy and want to make a stand, then you don’t do it when we are winning and you want to do it at a time that makes most impact. I’m just not sure it’s what we need right now.
 
SissokoWasGood (BoL) said:
Does the valuation even rebound to the same extent if we go straight back up? I feel like so much of what is baked in to the valuation (other than the infrastructure) is that we are this promise of a sexy London club, basically part of the elite, a super league club, that is just waiting to break up and win multiple premier league titles.

If we go down, we’re no longer that club. And if we go up, we’re a newly promoted side who will then have to prove themselves back in the top league.

Might be wishful thinking but my hope is that ENIC decide to get out while they can, lest they risk multiple seasons in the Champ and the valuation plummeting further. And maybe someone who has been eyeing us for a while makes them an offer that’s too good to refuse, because otherwise for them they’ll have to stick it out for a long term project to even get us back to the position we were in a year ago.
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Villa turned themselves back from a yo-yo club to being the 3rd side pretty quickly due to their infrastructure.
 
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