Twa8 Trump's antics and the effects

[hallamblue]

On the USA Pension fund holders and their ownership of Ipswich Town FC. Anyone else starting to wonder if there's a likely fallout that will affect ITFC?

[Ricco]

likely fallout

You mean of the nuclear kind??

[hallamblue]

Financial nuclear, yes

[Ricco]

I think most will see it as riding out the storm at the moment, and nobody can predict what is going to happen from one day to the next, so we can only assume that there won't be any be knee jerk movement.

The imbecilic baby has just pulled back many of those tariffs. Unbelievable disgrace what he is doing to the world.

[mendipblue]

Where are there any suggestions that Donald Trump will affect Ipswich Town Fc. Via any pension links ffs, unbelievable . This is absolutely ridiculous

[Ricco]

Where are there any suggestions that Donald Trump will affect Ipswich Town Fc. Via any pension links ffs, unbelievable . This is absolutely ridiculous

So you're only commenting now, after most of the tariffs have been softened and the markets have recovered somewhat?

[mendipblue]

Where are there any suggestions that Donald Trump will affect Ipswich Town Fc. Via any pension links ffs, unbelievable . This is absolutely ridiculous

So you're only commenting now, after most of the tariffs have been softened and the markets have recovered somewhat?

No, I have been waiting for some sort proof for this ridiculous suggestion actually and there is none unsurprisingly

[Ricco]

No, I have been waiting for some sort proof for this ridiculous suggestion actually and there is none unsurprisingly

What proof do you expect to see exactly? It was a question and a perfectly valid one. Luckily I found the snippet below, so I don't have to try and explain why it may have consequences. Personally I think the chances of anything big happening in the near future are very small, but none of us have any idea what contingencies plans they have, or whether they are exploring them because of the general instability created by the ginger man-child POTUS...

Ipswich Town is majority-owned by an American pension fund — specifically, the Arizona Public Safety Personnel Retirement System (PSPRS), via their investment manager ORG.

Pension funds invest in a mix of assets: stocks, bonds, and sometimes alternatives like football clubs. If U.S. stocks take a big hit — and bonds aren't doing much better — that could seriously affect the value of PSPRS’s overall portfolio.

When pension funds face funding pressure (i.e. needing to pay out more than they’re bringing in from investments), they sometimes sell off riskier or non-core assets to stay solvent. Ipswich Town, while successful and potentially still rising, is a non-traditional asset in their portfolio — and it might be seen as the right time to cash out while the value is high.

Add to that the recent $105 million investment from a private equity group (Bright Path Sports), and you now have a setup where a partial or full sale becomes easier and maybe even strategically desirable if things get tight financially.

So while nothing is confirmed or imminent, the reality is this: if U.S. markets continue to slide, don’t be surprised if Ipswich's ownership situation changes again — not because the club is failing, but because it’s valuable enough to sell.

[mendipblue]

No, I have been waiting for some sort proof for this ridiculous suggestion actually and there is none unsurprisingly

What proof do you expect to see exactly? It was a question and a perfectly valid one. Luckily I found the snippet below, so I don't have to try and explain why it may have consequences. Personally I think the chances of anything big happening in the near future are very small, but none of us have any idea what contingencies plans they have, or whether they are exploring them because of the general instability created by the ginger man-child POTUS...

Ipswich Town is majority-owned by an American pension fund — specifically, the Arizona Public Safety Personnel Retirement System (PSPRS), via their investment manager ORG.

Pension funds invest in a mix of assets: stocks, bonds, and sometimes alternatives like football clubs. If U.S. stocks take a big hit — and bonds aren't doing much better — that could seriously affect the value of PSPRS’s overall portfolio.

When pension funds face funding pressure (i.e. needing to pay out more than they’re bringing in from investments), they sometimes sell off riskier or non-core assets to stay solvent. Ipswich Town, while successful and potentially still rising, is a non-traditional asset in their portfolio — and it might be seen as the right time to cash out while the value is high.

Add to that the recent $105 million investment from a private equity group (Bright Path Sports), and you now have a setup where a partial or full sale becomes easier and maybe even strategically desirable if things get tight financially.

So while nothing is confirmed or imminent, the reality is this: Nothing iiU.S. markets continue to slide, don’t be surprised if Ipswich's ownership situation changes again — not because the club is failing, but because it’s valuable enough to sell.

Thanks for that that was a long winded way of agreeing with me.

[Ricco]

Thanks for that that was a long winded way of agreeing with me.

And your post is a long winded way of admitting you didn't understand it

[mendipblue]

Thanks for that that was a long winded way of agreeing with me.

And your post is a long winded way of admitting you didn't understand it

Oh believe me I understand

[ITFC2024]

So while nothing is confirmed or imminent, the reality is this: if U.S. markets continue to slide, don’t be surprised if Ipswich's ownership situation changes again — not because the club is failing, but because it’s valuable enough to sell.

I actually would be surprised if the owner's panic-sold the club. They've been in this financial investment business for a while, and like most financial advisors will say, the key to surviving volatile markets is diversification. I think that's exactly why GC bought ITFC to begin with. In fact, ITFC is the one asset in their portfolio which continues to gain value...even during a market crash.

[hallamblue]

Thanks for that that was a long winded way of agreeing with me.

And your post is a long winded way of admitting you didn't understand it

Oh believe me I understand

What exactly do you understand. Dont forget your proof.

[mendipblue]

According to your disgusting private messages you were not following my posts? Nice try 🥱

[hallamblue]

My "disgusting pm" essentially informed you that you were on ignore,and stop pm ing me .
You really are a disruptive influence and a stain on this forum .

[mendipblue]

My "disgusting pm" essentially informed you that you were on ignore,and stop pm ing me .
You really are a disruptive influence and a stain on this forum .

Please stop. Enough is enough

[hallamblue]

You're basically childish (what are you, 12yrs old?) and you're ignorant, and you are single handedly are ruining this forum for others.

How many people on here have you argued with now, and told to f*ck up or f*ck off in the last few days? I'm absolutely amazed you haven't been banned. You're a key board bully, and you're driving people away from Tractor-Boys.

[Frosty]

Mendipblue banned

[Charnwood]

Where are there any suggestions that Donald Trump will affect Ipswich Town Fc. Via any pension links ffs, unbelievable . This is absolutely ridiculous

Having just spent 10 days in The States and met some very prominent business leaders, I can assure you they are all very concerned of the negative impact Trumps recent decisions is having on their busines to the extent they are all deploying defensive strategies to protect their companies. In my opinion Gamechanger will definitely be looking at their investment in ITFC and will be deciding between banking a short term profit for their investors or staying for a longer term . Hallam and others are right to raise concerns that this could have an Impact on our future and to think not is naive to say the least. Had we stayed in the EPL the decision would have been easy but relegation is a very different ball game, in fact if we don’t have an immediate bounce back all their paper profits will have evaporated overnight. .

[Mauswara]

tbh I'm having trouble working out how a US tariff will have any affect on a football club or its owners.

[Ricco]

tbh I'm having trouble working out how a US tariff will have any affect on a football club or its owners.

If you were paying your mortgage from your stock portfolio and those stocks took a hit (or you were worried about them), you might consider selling an asset like your car, in order to ensure you don't default on your mortgage payments.

Much the same way?

It doesn't matter if the tariffs have affected the football club, the owners will have been affected by recent events, 100%. Even if you don't think the stocks and bonds have done much, it's their confidence in them is that is important.

[MMJR67]

tbh I'm having trouble working out how a US tariff will have any affect on a football club or its owners.

it won't

[Blue Wilf]

tbh I'm having trouble working out how a US tariff will have any affect on a football club or its owners.

it won't

As most no doubt know, Pension funds are invested, much of it on the stock market. The market has been in turmoil, hence large funds look for safer havens in times of trouble. These are few and far between at the moment. Therefore it could easily impact their thinking but we are are such a small piece and they will spread their bets so the truth is we will never know. They will also have had a plan for such an eventuality, I am sure. So - those saying it may impact the fund have raised a valid concern which has been all too readily dismissed by some. I too think it will not visibly impact us but there is no doubt in my mind that all of the fund investments will at least have been reviewed. We will never know for sure.

[MMJR67]

the tariffs are to level the import /export playing field. only 11% of the US ECONOMY is export.

That is because all countries pound the US with tariff's and make US goods very expensive.

Trump will change that and the Markets are rebounding while countries negotiate reciprocal tariff's.

The fear mongering and speculation over this is absurd.

Pay your fair share and all will be fine .

[The Odious Mr Rossi]

The problem will be whenever there is a bear market.

As others have said, during normal trading conditions GC will have hedged any bets they have made so they would be happy to ride out the market. But a bear market causes firms to panic sell, so anybody saying that this will have no effect on GC or Ipswich Town simply does not understand share market trading.

[The Odious Mr Rossi]

the tariffs are to level the import /export playing field. only 11% of the US ECONOMY is export.

That is because all countries pound the US with tariff's and make US goods very expensive.

Trump will change that and the Markets are rebounding while countries negotiate reciprocal tariff's.

The fear mongering and speculation over this is absurd.

Pay your fair share and all will be fine .

10% for the UK is not a fair share - all available data suggests that 3 or 4 percent is much nearer the mark. The formula used to calculate the deficits is flawed and unbelievably biased toward the US.

The notion that Trump paused tariffs for 90 days in order to allow countries to negotiate reciprocal tariffs is pure fantasy - fact is that Trump (or more likely his aids) realized that immediate tariffs would give the US no chance to stockpile many of the commodities they need for manufacturing.

And the trade war with China is utterly ridiculous, and will hit US consumer prices hard, not to mention manufacturing when parts required by US assembly factories are not available. Good for China for being the only country to stand up for themselves against Trump's bullying.

25% tariff on cars is ridiculous - there's a reason why the UK and Europe don't import many vehicles from the US, which is that they're not very good and there are better options on the home markets. Else, why does the US import so many high end British and European cars?

The citizens of the US will suffer under Trump's policies, I'm bloody glad I don't live there.

[Ricco]

You're 100% right Rossi and I admire your endeavour. It's a completely misguided, full blown trade war that Trump has waged on allies and enemies alike, and his casus belli is nearly completely fabricated and fantastical, yet all his supporters are still lapping it up and repeating it like good little sheep, so deep they are in their cult-like mindset.

And there's the problem, you can try and prove things with empirical data until you are blue in the face, but they do not understand or value cold hard facts, they live on pure emotion and an almost religious belief in something, with the blind hope that it will make broken parts of their lives better (even if there is very little that is actually broken).

But there we are, someone will retort to me I'm sure, and maybe this isn't the forum for political talk... but it is a Trump thread and it could affect ITFC, even if it's unlikely anything will change in the near future because of it.

[shabba]

Smart investors like a period of bear market - it’s a chance to buy things at a discounted price, ie a company or asset driven down by market forces rather than its own performance.

I bought some shares in solid companies like Microsoft during covid, as the company was doing fine but the market had dragged the share price down.

The super wealthy will generally look to invest in things which are ‘on sale’, as it’s easier to make a return on them. If house prices dropped then they’d buy those, stocks go down then they’ll try and buy towards the bottom of the dip etc.

A lot of investors will also switch between gold and stocks depending on the value of each.

Pension funds surely are in it for the long term - a small market drop (even 2-3 years) shouldn’t worry if in it for the long term - and is actually a good time to boost your dollar cost averaging when investing over a long period.

[MMJR67]

the tariffs are to level the import /export playing field. only 11% of the US ECONOMY is export.

That is because all countries pound the US with tariff's and make US goods very expensive.

Trump will change that and the Markets are rebounding while countries negotiate reciprocal tariff's.

The fear mongering and speculation over this is absurd.

Pay your fair share and all will be fine .

10% for the UK is not a fair share - all available data suggests that 3 or 4 percent is much nearer the mark. The formula used to calculate the deficits is flawed and unbelievably biased toward the US.

The notion that Trump paused tariffs for 90 days in order to allow countries to negotiate reciprocal tariffs is pure fantasy - fact is that Trump (or more likely his aids) realized that immediate tariffs would give the US no chance to stockpile many of the commodities they need for manufacturing.

And the trade war with China is utterly ridiculous, and will hit US consumer prices hard, not to mention manufacturing when parts required by US assembly factories are not available. Good for China for being the only country to stand up for themselves against Trump's bullying.

25% tariff on cars is ridiculous - there's a reason why the UK and Europe don't import many vehicles from the US, which is that they're not very good and there are better options on the home markets. Else, why does the US import so many high end British and European cars?

The citizens of the US will suffer under Trump's policies, I'm bloody glad I don't live there.

I live here and don't believe what you read on leftist news sites , prices here are just fine.

I also have American cars that are top notch. very few British cars over here by the way.

European cars here are so called status symbols and are extremely expensive.

Do you think your country is doing well under your current regime ?

Trump is doing what most AMERICANS VOTED FOR.

[MMJR67]

You're 100% right Rossi and I admire your endeavour. It's a completely misguided, full blown trade war that Trump has waged on allies and enemies alike, and his casus belli is nearly completely fabricated and fantastical, yet all his supporters are still lapping it up and repeating it like good little sheep, so deep they are in their cult-like mindset.

And there's the problem, you can try and prove things with empirical data until you are blue in the face, but they do not understand or value cold hard facts, they live on pure emotion and an almost religious belief in something, with the blind hope that it will make broken parts of their lives better (even if there is very little that is actually broken).

But there we are, someone will retort to me I'm sure, and maybe this isn't the forum for political talk... but it is a Trump thread and it could affect ITFC, even if it's unlikely anything will change in the near future because of it.

you should be liberal politician , you got their lingo down pat. UP THE TOWN . WE CAN AGREE ON THAT .