xavi

Personality hire

[xavi @x4ndro5]

@ShanuMathew93 This has always been the most logical outcome in my view. We’re obviously in the gestation period before this but I suspect that in ~20 years this will be much closer to reality than several labs / hyperscalers all offering a comparable product / service suite.

[xavi @x4ndro5]

@craptor Elite ball knowledge

[Arsenal @Arsenal]

We did it, together.

[xavi @x4ndro5]

@Buccigross Benson / Anderson #bucciovertimechallenge

[xavi @x4ndro5]

@loan2own @RealJimChanos Ya on reflection my tone was confusing. I agree that they’re overvalued although those points could be used to support them being properly valued as the PrivCo DCs will be incredibly hard to take public + the contract structure of DLR & EQIX tenants is typically superior

[xavi @x4ndro5]

@RealJimChanos 2) contract profile is quite different. AI DCs w/ a single, IG tenant on a long-term (10-20 yr) contract can get very attractive financing vs DLR / EQIX whose DCs will have hundreds of tenants on 1-5 yr contracts + PubCo’s are constrained by leverage (4-6x) vs PrivCo’s (9-11x)

[xavi @x4ndro5]

@RealJimChanos Valid point. Two main points:

1) both have broadly different business models as they are primarily retail / colo (DLR) or carrier hotels (EQIX). Those facilities won’t have the MEP or building specs (e.g., reinforced concrete floors) to service compute-dense AI workloads

[xavi @x4ndro5]

@scottjwillis Would definitely opt for a 1.5yr loan to a Como, Lille, RB Leipzig type club that have similar philosophies. 1.5yrs also ensures they can plan to use him next yr so will incentivize integration (similar to a Saliba situation)

[xavi @x4ndro5]

@1988critic @scottjwillis Sourced it from the ever reliable @PaddyArsenal

[Paddy @PaddyArsenal]

Something to consider when looking at the Madueke fee.

£40m seems absurd but on £50k per week the overall cost of the transfer over 5 years will be £53m.

If he cost £26m and was on £100k per week that would still be £53m over 5 years and people would think it’s reasonable.

[xavi @x4ndro5]

@Dee_balanced @scottjwillis Ya I think a bunch of this is in flux / unknown but I suppose that if we have about £40mm of outgoings it should theoretically still be ~fine

[xavi @x4ndro5]

@scottjwillis Incredibly under-appreciated here will be the installments. If this is truly over 5 years this is outstanding business and essentially doesn’t handcuff Arsenal at all. Mocked up some future and present value calcs that don’t even include outgoings and we’re sub-£200mm for FY25

[xavi @x4ndro5]

@alexmoneypenny I think as a fanbase we all need a reminder of how these finances actually work. Not even taking time value of money into account, using actual £’s out the door this year we can easily do all our business (screenshot attached), which is how it truly should be viewed.

[xavi @x4ndro5]

@ClockEndH Not denying this and genuinely interested to see if you have a source as this would be incredible value from a FFP perspective (specifically the 5 yr bit)

[xavi @x4ndro5]

@LoveBerg10kamp @scottjwillis Ah you’re absolutely right that’s my mistake / I forgot (been a lot of info to digest). Taking that into consideration we actually may be able to pull all this off and stay FFP compliant. Will defer to @themagic_tophat as he’s on top of this stuff but maybe it’s not so crazy

[xavi @x4ndro5]

@PaddyArsenal @clivepafc Could use Vieira as a makeweight?

[xavi @x4ndro5]

@nonewthing @ZachLowy & @Ben_Mattinson_ are the best imo

[xavi @x4ndro5]

@Ben_Mattinson_ A MLS - Rice - Nwaneri midfield would feed generations; all your vitamins

[xavi @x4ndro5]

@Ben_Mattinson_ @tekkersfoot Surely one for Arsenal to consider?

[xavi @x4ndro5]

@RyanTaylorSport @EduardoHagn Any idea why they’d be in separate boxes? Not saying it’s a bad thing, just curious.