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Magic hat 🎩 posts on X about money, gyokeres, investment, if you the most. They currently have XXXXXX followers and XXX posts still getting attention that total XXXXXXX engagements in the last XX hours.
Social category influence finance #2593 premier league #713 travel destinations XXXX% countries XXXX% currencies XXXX% la liga XXXX% bundesliga XXXX%
Social topic influence money #1705, gyokeres 4.46%, investment #1038, if you #3577, sesko #786, madrid 2.68%, psg #230, chelsea fc 1.79%, isak 1.79%, 100m XXXX%
Top accounts mentioned or mentioned by @soyculepero @tiesksks39176 @grok @cfcdaily @alanwake143 @ramyomran15 @nonewthing @bobbyfairview @jaycen_solo @glennki87 @oliycfc @ftprogression @mutdfan99 @gadawe7 @klyntarczar @mindoftyrion_ @bigdee_1996 @ideaforming @reasoncfc @jackendean11
Top posts by engagements in the last XX hours
"55m and wages below 200kpw. With less than 9m in add-ons that will be worth every penny if they are paid out. With a Saudi long-term exit plan viable too. If the fixed fee is spread over XX months then thats a fantastic deal" @themagic_tophat on X 2025-07-25 12:27:34 UTC 23.2K followers, 38.6K engagements
"@OlIyCFC Sigh ok then. Educate me. In what way is it commercially viable to run a $4.5bn group at an annual loss of over 0.5bn p.a. requiring capital injections of similar amounts to cover the losses Im honestly really curious what you think makes this a commercial venture" @themagic_tophat on X 2025-07-27 16:27:48 UTC 23.2K followers, 11.8K engagements
"Dowman is clearly ready to play top level football in most ways that matter. Technique physicality game intelligence But at just XX we need to be wary of his resilience. Physically (teams will kick him) and mentally/emotionally (social media trolls). Hell need protection" @themagic_tophat on X 2025-07-27 15:47:04 UTC 23.2K followers, 91.8K engagements
"- 💵🔥 About one year ago two years after the Boehly and Clearlake consortium aquired Chelsea FC I was perplexed. Their investment model made absolutely no sense to me. It appeared to be a premium puppy farm - overpay on top young prospects with the ambition of turning them into an elite squad whilst selling the others for profit. Like Brightons model but on steroids. It simply wasnt financially viable though because unlike Brighton: X. Many of the recruitment choices were poor; X. It was done with no footballing strategy and so it left Chelsea with an incoherent squad that struggled to" @themagic_tophat on X 2025-07-28 09:44:02 UTC 23.2K followers, 764.1K engagements
"Chelsea fans the past few days. Liverpool fans a few before that. Villa and Newcastle fans a few months back. Blue Goons always. Whos it gonna be next" @themagic_tophat on X 2025-07-28 10:45:41 UTC 23.2K followers, 40.1K engagements
"@bluenatic_ @tech_meks @SebC__ I mean what type One that the player can utilise" @themagic_tophat on X 2025-07-30 10:27:36 UTC 23.2K followers, XX engagements
"I wrote the quoted post before I realised what Chelsea actually is. In short I gave Chelseas owners the benefit of the doubt - that they were just arrogant blokes who were stupidly steering dumb money into a bonfire. But no-one is this stupid. They made more than a XXXX BILLION loss in their first X years. This is unprecedented in sport. And the loss is still growing fast. They just injected another 339m into Chelsea this very week to manage the escalating losses despite the big earnings at the CWC. Asserting that this venture is still commercial is either dumb deluded or deceitful depending" @themagic_tophat on X 2025-07-27 10:05:39 UTC 23.2K followers, 532.7K engagements
"@CFCDaily Yet Sky hasnt. And Met Life can expand to over 90000. It has flexible seating I think Ill trust Sky Sports and ESPN over the rattled plastic CFCDaily" @themagic_tophat on X 2025-07-28 14:14:12 UTC 23.2K followers, 11.6K engagements
"Leao is the most overrated player on FT. The epitome of a luxury player who fails to offer you enough luxury. If you only watch YT clips of him at his best youll be left with a false impression" @themagic_tophat on X 2025-07-30 17:16:53 UTC 23.2K followers, 12.2K engagements
"The shifting legal landscape of the game tells a very different story to Jordan here. Isak does have leverage. The protected period of his contract is over. He can unilaterally break his contract with Newcastle without any risk of footballing sanctions. The risk Newcastle take in having low-balled his contract renewal is this would be factored into any financial compensation award. You cant claim hes worth 150m to you AND believe he should be paid well under 300kpw. Those two positions are not congruent. Isaks agents and legal advisors know this. Thats his leverage" @themagic_tophat on X 2025-07-23 22:07:25 UTC 23.2K followers, 63.1K engagements
"@QuikThinx_AT Not enough success for the spend if its a commercial venture" @themagic_tophat on X 2025-07-28 12:15:30 UTC 23.2K followers, 3393 engagements
"For ages 30-33 (4 year contract) with no resale value Id expect a maximum total outlay of 100m based on benchmarks. Man Utd lack European football. Ollie does not have long left in his career. And less impactful players in the PL earn over 200kpw at the club. As such he will expect to earn that at a minimum. The cost of his wages over X years including Eer NI would be 48m. That leaves 52m for fee. But agents fees of c.5m need to be removed. As does the X% PL commission. That gives a fee to Villa of 45m. That is the reasonable rationale for it. However Watkins may be worth more to Villa than" @themagic_tophat on X 2025-07-30 07:57:00 UTC 23.2K followers, 44.9K engagements
"Honestly I was not in favour of the Gyokeres deal at first. I wanted Sesko and his incredible raw potential. The dream of having the worlds best striker for 7-8 years if he filled that potential was so alluring But 90m (78m) was an absurd ask for such a risk. And I think Gyokeres can be a top player for Arsenal. Plus I love his mentality as @AdamClery discusses here (Ps if you dont subscribe to his YT channel you really should. So so good) I think its smart (so long as we go get Eze too)" @themagic_tophat on X 2025-07-25 12:50:02 UTC 23.2K followers, 24.7K engagements
"There have been whispers that FSG and Saudi are more strongly connected than whats stated publicly. PIF funding Liverpools acquisition of Isak care of Al-Hilals purchase of Nunez at an escalated price will raise eyebrows across the league. Is it actually an APT" @themagic_tophat on X 2025-07-26 12:17:35 UTC 23.2K followers, 103.7K engagements
"Finally going to be treated as serious people in the market again Agents have been trying to take us for a ride for years - ever since Dein left. It was especially bad with Raul and Edu. Now Bertas shown how we deal on buy-side its time to kick some ass sell-side" @themagic_tophat on X 2025-07-26 21:07:44 UTC 23.2K followers, 43.8K engagements
"Im ok not smelling a Conference League trophy - Id rather visit Madrid and Paris for games than wherever you went last season. And a pre season trophy that nobody watched Literally a Man U v West Ham pre season game got a bigger attendance last week - yeh Im ok without that one too. If you were to win a PL or UCL now that would make me jealous of the trophy. Although I would still rather my club not be run like yours" @themagic_tophat on X 2025-07-28 11:21:13 UTC 23.2K followers, 97.7K engagements
"Quite literally Day X of the Online Safety Acts implementation with online platforms and the Police/Govt are already abusing their power to censor reporting of their activities. I am not optimistic for democracys long term prospects" @themagic_tophat on X 2025-07-25 23:28:55 UTC 23.2K followers, 13.6K engagements
"Isak might make Liverpool the best attacking side in world football. But Id be more worried if they signed Wharton and Guehi. Those X put another league title in the bag" @themagic_tophat on X 2025-07-26 12:54:43 UTC 23.2K followers, 27.8K engagements
"Id argue that Arsenal have had better starting line ups before but this potential squad would have the most quality in depth in the Clubs history. And given how the game is changing - more and more intensity - quality in depth feels like the right strategy to me" @themagic_tophat on X 2025-07-25 20:50:50 UTC 23.2K followers, 93.2K engagements
"@Chelsea______97 We see value you never see. Its the Saudi deals loopholes and years of cheating that have kept you afloat" @themagic_tophat on X 2025-07-27 08:50:58 UTC 23.2K followers, 15.2K engagements
"@olijcarpenter @SoyCulePero Tell me you know fuck all about how Abramovich made his wealth without telling me you know fuck all about how Abramovich made his wealth" @themagic_tophat on X 2025-07-28 16:10:07 UTC 23.2K followers, XXX engagements
"@heat_ball No I wouldnt. Havertz had genuine interest from top clubs round Europe. Madrid and Bayern both made offers to his camp with full fees and expectations of big wage packets. That was not the case with Koulibaly Felix or Mendy who were all toxic assets" @themagic_tophat on X 2025-07-28 10:46:49 UTC 23.2K followers, XXX engagements
"@FtProgression Calafiori is just fluid on the knee I think. Hopefully Gabi back soon. Mosquera can play LCB and LB at a stretch too btw" @themagic_tophat on X 2025-07-30 13:31:19 UTC 23.2K followers, XXX engagements
"@talkSPORT Thats convenient given Chelsea will face hefty sanctions for historic cheating once the FA finishes their own investigation and permits the PL to proceed with its own IC" @themagic_tophat on X 2025-07-25 19:50:46 UTC 23.2K followers, 28.4K engagements
"@Roronoa_Ismail When no-one else would touch those toxic assets unless you paid them out Yes. Those are fucking dodgy deals. Their salaries and amortisation rates were crippling and they were complete and utter dross. Saudi laps up the most toxic of your buys for big money" @themagic_tophat on X 2025-07-27 09:13:51 UTC 23.2K followers, 5482 engagements
"Meh not sure it matters. Its still external cash into the direct hold co. If I DCF the hold co it shows me that if the investors wanted a positive NPV with a XX% WACC and had to sell Chelsea right now then theyd need to sell it for more than what Real Madrid is currently valued at" @themagic_tophat on X 2025-07-27 20:57:22 UTC 23.2K followers, 3549 engagements
"@heat_ball Genuine interest at a cut price fee and no chance they would pay his wage bill. Would be a fraction" @themagic_tophat on X 2025-07-28 11:15:39 UTC 23.2K followers, XXX engagements
"Gyokeres replaces Jesus. Not Havertz. Given you have X players for every position surely you cant begrudge us having X. Jorginho was literally your best midfielder then. Your whole club was just too dumb to realise. Noni - again you were all fawning over him. All your players did nothing bar Palmer who was platformed. Lets see what he does in a team not struggling for top X after X bil of spend. Kepa - so why did you try to cancel the RC with an extension 😂" @themagic_tophat on X 2025-07-27 15:06:11 UTC 23.2K followers, 1687 engagements
"The good news in this for you Man Utd fans is that the club is clearly prepared to spend 60m+ on a striker" @themagic_tophat on X 2025-07-26 18:35:01 UTC 23.2K followers, 24.6K engagements
"Arsenal were strongly linked with him earlier in the summer. Do the Garcia-Kepa Sesko-Gyokeres Rodrygo-Madueke moves mean we can afford Eze instead 🙏" @themagic_tophat on X 2025-07-28 10:24:32 UTC 23.2K followers, 39.9K engagements
"My take too. Surely they need Adam Wharton and Marc Guehi ahead of Isak Or are we missing a change in the way they intend to play Something different and new Ekitike Isak Wirtz and Salah would all expect to start any and every big game though. If those X start what is Liverpools midfield" @themagic_tophat on X 2025-07-30 09:28:00 UTC 23.2K followers, 40.3K engagements
"Now Arsenals transfer business has mostly shaken out I am trying to derive what the footballing strategy is moving forward. Arteta has a habit of incorporating solutions to prior problems and I think this time its no different. Last season what held the team back were injuries and lack of squad depth. The squad had bodies - Arteta just didnt trust them enough to use them. And its clear that injuries on the whole are increasing across the league. Theres a slight increase in the volume of game-time. But a huge increase in the intensity of games. Repeat sprints is a metric that continues to" @themagic_tophat on X 2025-07-26 20:39:30 UTC 23.2K followers, 50.8K engagements
"Thats not correct at all. Look at it this way In addition to the 2.5bn paid for the clubs shares the new owners have injected 1.57bn of cash into Chelseas direct hold co in the form of equity debt and intragroup transfers (hotel and womens team). Yet Forbes values Chelsea at just 2.4bn lol Transfermarkt shows a squad value increase of just 290m There is no upside here. They have literally taken more than 1.5bn and set it on fire. This is my world and Ive never seen anything like it except for Man City and PSG" @themagic_tophat on X 2025-07-27 18:22:05 UTC 23.2K followers, 1636 engagements
"@CFCDaily @Dr0P1loT Premier League sources 🥲" @themagic_tophat on X 2025-07-28 14:15:48 UTC 23.2K followers, 4670 engagements
"This is true but would Liverpool be prepared to breach Uefas SCCR of XX% I dont track Liverpools financials with the same precision that I do Arsenals but I can confidently say that Liverpools business to date will have them close to the threshold. Another 100m+ acquisition would almost certainly require a major sale to offset it. Not for the cash. But to stay within Uefa rules" @themagic_tophat on X 2025-07-24 22:32:44 UTC 23.2K followers, 41.7K engagements
"Chelsea plastics on here absolutely losing their minds over my analysis of their club. I keep getting told that I simply dont understand what the incredibly savvy Boehly and Eghbali are doing. What I know is this if their money were from commercial investors then theyd expect an IRR of +20%. But based on their investment to date and Forbes latest valuation of the club theyre running at NEGATIVE XX% This is my world and Ive never seen anything remotely like it before. Ill publish a more detailed piece next week with a simple model for transparency" @themagic_tophat on X 2025-07-27 19:29:23 UTC 23.2K followers, 155K engagements
"@bobbyfairview He was bought as a PSR/FSR stop gap. Chelsea accepts those mitigations come at a cost. The Uefa sanction could well hit 80m. Saudi have just cleared off a toxic asset as a gift from heaven() though" @themagic_tophat on X 2025-07-27 15:43:09 UTC 23.2K followers, XXX engagements
"@Noir_Con @David_Ornstein @TheAthleticFC Maybe because Ekitike is already performing at a MUCH higher level than Sesko. Not anywhere close. Ekitike has been developed. Sesko hasnt" @themagic_tophat on X 2025-07-30 20:54:22 UTC 23.2K followers, 1247 engagements
"And thats because the timing of when money is paid or received matters to investors. Theres a concept called the Time Value of Money (TVM). The concept is that money now is more valuable than money later because you could do something with it in the interim such as other investments that would yield returns. For Private Equity firms a typical cost of capital is 10%. I.e. if you receive XXX today then it is worth XXX. But if youre going to receive XXX in a years time then it is worth less to you right now - just XX. Investors use this concept to assess the value of an investment where they" @themagic_tophat on X 2025-07-28 09:44:03 UTC 23.2K followers, 49.7K engagements
"This is also v. good analysis on Gyokeres. Spot on re. box efficiency (something Arteta has been looking to change in the market for yonks and probably why the club sought Sesko first). Currently Gyokeres makes up for his less than elite box efficiency through truly elite finishing. In the PL hell need to take fewer touches and get his shots away faster anyway. If he can hell explode. Gyokeres v Watkins v Isak v Haaland Shots per BT XXXX v XXXX v XXXX v XXXX npxG per BT XXXXX v XXXXX v XXXXX v XXXXX npG per BT XXXXX v XXXXX v XXXXX v 0.100" @themagic_tophat on X 2025-07-25 13:48:45 UTC 23.2K followers, 17K engagements
"@David_Ornstein @TheAthleticFC Absurd numbers given how raw he still is and how Leipzig have stalled his development for over a year. Amazing potential thanks to his raw attributes but hes been screwed over by his clown of an agent. Dumb to hire him. Utterly moronic to stick with him" @themagic_tophat on X 2025-07-30 20:43:36 UTC 23.2K followers, 32.1K engagements
"@alwaysnufc1892 Except Chelsea have shown that PSR can be worked around. PSR isnt stopping Newcastle at all. Uefa rules maybe but certainly not PSR. Newcastle lacks leadership capability. No actual DoF. No dealmakers. No strategy setter. Thats why youve been so fucked in this market" @themagic_tophat on X 2025-07-25 13:30:50 UTC 23.2K followers, 12.1K engagements
"@ChuchoMaine Everyone clearly still getting their drinks" @themagic_tophat on X 2025-07-28 14:27:08 UTC 23.2K followers, 9072 engagements
"@FootballIdeals @AnfieIdFix Yes. There are no emotions in business. Especially not in Spain" @themagic_tophat on X 2025-07-29 11:10:05 UTC 23.2K followers, XXX engagements
"@David_Ornstein @TheAthleticFC Liverpool (esp Hughes) absolutely elite at sales" @themagic_tophat on X 2025-07-27 15:21:14 UTC 23.2K followers, 23.4K engagements
"No I didnt. You are treating it in your mind as a single asset that has been acquired. That is not the case. Its not an individual asset. Its a collection of assets that are individually amortised. If your amortisation bill is rising that rapidly to that level it implies huge cash investment in the asset pool (what we know to be the case). But if the valuation of the entire pool is barely increasing it reveals poor investment. Hence why I raised the point about external cash flows. Do you think Forbes valuation is off and that Chelsea is actually worth more than Real Madrid" @themagic_tophat on X 2025-07-27 20:55:46 UTC 23.2K followers, XXX engagements
"Thanks. I think its more degree. If they sell at the 10-year mark and assuming they dont continue to invest further the valuation would need to be near 10bn for the investment to be viable. Thats simply not realistic when they have been losing value of X years with vast investment. They barely scraped top X this season. And lets not forget they may breach their Uefa settlement (killing UCL revenues) and will likely receive stiff PL sanctions for historic cheating. The realistic outcome is a NPV loss of more than 2bn regardless of when they sell. The time value of money is truly unforgiving" @themagic_tophat on X 2025-07-28 19:40:35 UTC 23.2K followers, 3641 engagements
"@KieranMaguire Chelsea are real trend setters" @themagic_tophat on X 2025-07-28 14:03:31 UTC 23.2K followers, 7785 engagements
"@FtProgression He can. But Kiwior is solid at LCB. He wasnt an issue against RM or PSG in the UCL" @themagic_tophat on X 2025-07-30 12:34:36 UTC 23.2K followers, 2300 engagements
"@CFCDaily Very much doubt youll be playing in Europe. Uefa will boot you for breaching FSR and SCC so significantly" @themagic_tophat on X 2024-05-13 07:54:32 UTC 23.2K followers, 77.2K engagements
"Chelsea and Villa have demonstrated that this is complete nonsense. PSR is weak and easily bypassed. Its the Uefa rules that are tough. Newcastle doesnt have to play in Uefa competitions but have chosen to do so. Stop blaming others for your shit show" @themagic_tophat on X 2025-07-29 22:29:17 UTC 23.2K followers, 34.3K engagements
"@CFCDon13 For valuable assets. Not toxic liabilities" @themagic_tophat on X 2025-07-27 11:43:31 UTC 23.2K followers, 6067 engagements
"I can see that. But if they were to sell after XX years for 4bn (in 2032) then the net present value would be negative 2.24bn. Thats even worse than if they sold now for 2.4bn. The problem with the time value of money is that its unforgiving. For investments to be worthwhile they either need to payback quicker or have faster growth" @themagic_tophat on X 2025-07-28 18:04:30 UTC 23.2K followers, 13.4K engagements
"@AnfieIdFix Because theyll want to do you favours after your stunt with Trent" @themagic_tophat on X 2025-07-29 10:46:58 UTC 23.2K followers, 4762 engagements
"Amazing reporting yet again Lukasz And this is what we need. This is how we close the revenue gap with Liverpool. Top work from Juliet Slot and her team. More to come Im sure" @themagic_tophat on X 2025-07-27 18:48:28 UTC 23.2K followers, 25.6K engagements
"@olijcarpenter That literally makes no sense. I inform myself. You think its commercially viable to operate at a loss of over half a billion a year X years in now" @themagic_tophat on X 2025-07-27 11:53:51 UTC 23.2K followers, 1046 engagements
"How long before Chelsea goes under 💣 I give it X years max before Clearlake tries to sell. They wont be able to though - not unless financial rules are abandoned - and Chelsea will go into administration. As of one year ago it had Net Assets of 350m but a P&L reserve of nearly NEGATIVE XXX BILLION and its racking up operational losses of 200-250m per season. That is insane. And its likely worse now. It may have found EPL PSR loopholes such as selling land and its womens team intra-group as well as overly inflated player swaps. But these may not work. Points deductions may still happen. And" @themagic_tophat on X 2024-07-16 20:36:17 UTC 23.2K followers, 768.9K engagements
"Sacrificed millions to do whats best for his client. A proper agent. Wish everyone in the industry operated with such integrity" @themagic_tophat on X 2025-07-25 15:46:39 UTC 23.2K followers, 70.5K engagements
"Not this. Its too far gone. High level numbers here IRR at hold co level is more than neg XX% Aggregate cash loss over 1.6bn based on May XX valuation of Chelsea FC NPV of neg 2bn assuming a WACC of XX% All in just X years. Ill do a post on it this week - but honestly never seen anything like it before" @themagic_tophat on X 2025-07-27 19:17:09 UTC 23.2K followers, 1052 engagements
"@bobbyfairview Too messy. The only asset stripping of note is the hotel. The 200m for the womens team is cash. No-one is legitimately buying the womens teams yet. All valuations are nonsense until that begins. Way simpler and more accurate to do one at that level. Contained" @themagic_tophat on X 2025-07-27 21:46:32 UTC 23.2K followers, 1045 engagements
"@CFCDaily @JackJumpyjs @Dr0P1loT I wonder how much Man U v West Ham tickets were" @themagic_tophat on X 2025-07-28 14:25:59 UTC 23.2K followers, XXX engagements
"@CFCDaily @Dr0P1loT Ill take your wins seriously once theyre earned without all the historic cheating that is yet to be mitigated. FA should be done with their own investigation soon and then the PL can finally sanction you. And the gullible one here is you dipshit" @themagic_tophat on X 2025-07-28 14:12:28 UTC 23.2K followers, 26.2K engagements
"As soon as you positioned the 700m+ of amortisation of intangibles and tangibles as irrelevant in the eyes of an investor I determined that your POV isnt valuable because you lack the requisite understanding in this domain. 1) The amortisation of registrations is a huge deal when squad value is barely increasing. That reveals a massive issue in recruitment and squad management. 2) Although their accounts call it amortisation of goodwill its not. Goodwill is not amortised under IFRS. Its impaired. it is literally showing a destruction in value that has been recognised and calculated as fact -" @themagic_tophat on X 2025-07-27 20:05:03 UTC 23.2K followers, XXX engagements
"It would need to be XX% year on year not XX. And sure anything is possible. Gold could increase in value by 1000% in a year for some reason. Doesnt mean buying it with that expectation is a good idea thougj. If 4bn of committed resources is worth 2.4bn after X years something has gone very very wrong" @themagic_tophat on X 2025-07-28 20:06:11 UTC 23.2K followers, 1790 engagements
"Sesko was my second preference after Isak at the start of the summer. But that was because I assumed it would be a reasonable deal that permitted other business. The numbers Leipzig and Seskos agent wanted were absolutely absurd. He was going to cost upwards of 28m pa when hes worth 20m pa absolute max right now given how under developed he is I assume he wants Man U because theyll pay his crazy wage demands and Newcastle wont. I do hope so. For many reasons" @themagic_tophat on X 2025-07-30 21:57:26 UTC 23.2K followers, XXX engagements
"@nonewthing Well I dont think Leao is popular at the club (pre Berta) but could be wrong. No idea about Barcola but I doubt PSG are letting him leave this window. Not a fan of Eze off the left" @themagic_tophat on X 2025-07-28 17:19:39 UTC 23.2K followers, 17.7K engagements
"Chelseas Hold Co losing billions and repeatedly being bailed out by the dodgiest of Saudi deals If Saudi were a traditional crime syndicate Newcastle would be their honest business front whilst Chelsea/others would be their other businesses" @themagic_tophat on X 2025-07-27 08:33:33 UTC 23.2K followers, 308.1K engagements