1Mon·

BVB after purchase

$BVB (+1.33%) Picked up BVB shares today for around €2.80. Hopefully things will pick up again in the long term. The reaction this morning was too strong, as you could clearly see over the course of the day.

14 Comments

Patrick Schäfer@Hotte1909

1Mon

Well, the prospects aren't particularly great from a purely economic point of view. Bundesliga was not even represented internationally (yes, there are still 17 games left)
With the exception of Gittens, I don't see any player there bringing in transfer revenue of 40mio+ in the near future. Unfortunately, Dortmund need that to strengthen the team, make profits and pay rising salaries. If they don't pay higher salaries, the top players will leave and they will slip somewhere between 5th and 9th place in the long run. Which would probably not be very positive for the share price

•

Vito@Vito69

3Wk

@Hotte1909 Firstly, you shouldn't forget the charisma that BVB has. On the one hand, this has an effect on the fans/spectators, who will fill the stadium and buy jerseys/merchandising even in poorer sporting times. And secondly, the club's appeal also influences its attractiveness for potential new recruits. Young and highly talented players in particular will always be interested in being able to put BVB on their CV. But a full Westfalenstadion with 80,000 fans doesn't leave seasoned players cold either. This automatically makes BVB much more attractive than comparable clubs in Germany (Leipzig, Leverkusen, Wolfsburg). In addition, many people (and if you look at the transfer policy of BVB's decision-makers, you might think they do too) underestimate Dortmund's financial strength. Borussia Dortmund ranks 11th in Europe in terms of annual revenue. It should not be forgotten that the club's main source of income is commerce, which is why a season without the Champions League - as painful as it would be for BVB fans - could easily be absorbed.

Furthermore, unlike you, I do see players who could bring Dortmund considerable transfer revenue in the future. According to various transfer experts (including Fabrizio Romano), a verbal offer of €52.5m has already been received from Napoli for Karim Adeyemi. Considering that he has just come back from a serious injury and hasn't had the best of years anyway, I don't want to know what the wealthy friends from the island would put down for a player in the summer after a potentially good second half of the season (it can't get any worse than the first half).
I also think that players like Kobel, Schlotterbeck, Nmecha and possibly a Duranville in the future could bring in transfer revenue in the region of 40 - if not 50 - million euros.

In my opinion, what is needed is an experienced coach with a clear footballing signature and leadership quality. I'm thinking of names like Ralf Rangnick, Roger Schmidt or Sebastian Hoeneß. As well as 2-3 additional quality players like Maatsen and Sancho were in the last second half of the season.
As long as that doesn't happen, I would keep my hands off the shares.

•

Patrick Schäfer@Hotte1909

3Wk

@Vito69 no. I think you're looking at it a bit too much through black and yellow glasses. Dortmund can still bring in young talent at the moment. After all, they currently play internationally every year. Should that no longer be the case, then the young talents can just as easily go to Leverkusen, Stuttgart, Leipzig or I don't know where else.
Yes, Dortmund makes a lot of money. But how much of it will stick? As far as I know, they even had a slightly negative EPS last year, i.e. a loss.
I wasn't clear enough about the transfer revenue. I meant profit. Adeyemi has already cost 20m, has been earning how much for 3 years or how long he's been there? 6m a year? That's 38m. If they get 52 now, that's 14m. That's why I took Gittens here. Came on a free transfer. As an 18 year old at the time, he won't earn 5 million either.

••

Giuse@Coyote980

1Wk

@Hotte1909 ah, BVB has been fully programmed for turnover since it became an AG .... runs great, now a hole yes ... but they always knock out talent adeyemi, yes, it costs a lot, but it's not like he doesn't train or play ... so you get something out of it. You can't quite calculate it like that. And yes, after the Klopp era the really big ones are missing. If you think about what you earned on Kagawa (EK thought only 250k), Sahin, Dembele, Götze etc. back then.

That will be fine.

••

DerMartin@DerMartin

1Mon

I don't believe in shares in sports clubs. They have no intention of making a profit. So where is the increase supposed to come from?

•

Kill_Baulitz@Johann_van_der_Smut

1Mon

What do they earn money with?

••

Autumn@Autumn87

1Mon

Transfers, merchandising, tickets and sponsoring

••

Meister L.@Lumimyrsky

1Mon

@Johann_van_der_Smut apparently not with transfers because they've had a really brutal amount of them in recent years

••

Kill_Baulitz@Johann_van_der_Smut

1Mon

@Lumimyrsky I think it's risky to buy shares in a successful soccer club. But from BVB? 😬😂

•

Nostradonkey💩@DonkeyInvestor

1Mon

@Johann_van_der_Smut mit @Autumn87 👍

••

Sansebastian@Sansebastian

1Mon

Are you a BVB fan?

••

S.A.U.@SAUgut77

1Mon

Good luck 💙 🤣🤣🤣

••

Chris@Psychedelic_Sunflower

1Mon

If you want to show your colors, buy a BVB scarf, at least it will keep you warm.
Emotions have no place on the stock market and if that's not emotional, I don't know what is

••

Giuse@Coyote980

1Wk

Everything done right, of course we're way down now 😅...but once the transfer policy kicks in again, it'll be fine.
In future, I'd rather invest the €65 membership fee in shares. I have more of....traurig aber wahr.
BVB wants AG ? Gets it.

••