An attempt at analysing how the Iran war oil price shock impacts INEOS and therefore United
open.substack.com/pub/nqatpod/...
Behind the paywall but free subscribers can also use their monthly Substack freebie.
New pod! Ed and Dominic preview United's game against Villa, enjoy some chaos in the Champions League, and assess where rivals are at with just 8 games to go. @dombooth19.bsky.social
Audio and video -> linktr.ee/nqatpod
United v Villa is actually a huge game. Odd how little #mufc news is around at the moment, but should ramp up again. Lates pod.
United have struggled with low blocks. Why? And will it change this weekend?
From the pod -> linktr.ee/nqatpod
New pod! Ed and Dominic preview United's game against Villa, enjoy some chaos in the Champions League, and assess where rivals are at with just 8 games to go. @dombooth19.bsky.social
Audio and video -> linktr.ee/nqatpod
He’s any easier fit now but maybe not for Amorim
United sold Garnacho. Rashford and Sancho will follow shortly. Fair enough, but the balance on the left isn't right. Some words on United's need to spend.
buff.ly/rB3Dpmy
Defeat at Newcastle was coming. So what's Carrick going to do about it?
From the podcast:
linktr.ee/nqatpod
Where did United go wrong last night? The Tactics Show with Ed, Dharnish and @danielharris.bsky.social
Breaking down United's strategy, Newcastle's response, and ongoing problems with build-up.
Audio, video. Links below.
linktr.ee/nqatpod
Newcastle was disappointing but it's not time to panic ... just yet @dombooth19.bsky.social
From the pod:
linktr.ee/nqatpod
Worst performance under Carrick. Why were United so listless? Why didn't the second half changes work? Dispiriting stuff, but *obviously* no need to hit the panic button just yet. Ed and Dom discuss.
Audio. Youtube. Ad-free on Patreon.
Links -> linktr.ee/nqatpod
This week's NQAT Extra. What if United only bought Premier League-proven midfielders this summer? Seven potential options. With Ed and Adam. @adamjoseph.bsky.social
On Apple and Patreon for backers -> tr.ee/midfield
We've just passed two years with Ratcliffe at the club. Most of it has been ugly. And yet...
open.substack.com/pub/nqatpod/...
Performances may have dropped a bit but Michael Carrick's impact at United is real
In audio on all apps, video on Youtube
From the pod:
linktr.ee/nqatpod
Tactics Pod. Palace's successful press, United's build up issues, and how United turned it around.
On all podcast apps and Youtube. Ad-free for backers. Links below.
linktr.ee/nqatpod
Neville says Benjamin Sesko isn't the perfect striker. Maybe not but he's pretty fucking good.
From the podcast. On all podcast apps and Youtube.
linktr.ee/nqatpod
New pod! United beat Palace at Old Trafford to move third. Not the smoothest performance from Carrick's team - but a goal and assist for Bruno, and another for Benjamin Sesko as well, were enough.
With Ed and Dan on all podcast apps and Youtube
linkin.bio/nqatpod
Ahead of today's game. Palace are in a strange place. The reward for success.
youtu.be/zQlzafiIaO4
We've spent another week talking about United's finances when what we really want to do is enjoy the football
From the pod:
youtu.be/zQlzafiIaO4?...
Reflecting on United's finances and Ratcliffe's strategy... and previewing Palace at the weekend. A Friday night podcast for your listening pleasure @waynesbarton.bsky.social
Ad-free for backers on Patreon or Apple Podcasts.
pod.fo/e/398f58
Reflecting on United's finances and Ratcliffe's strategy... and previewing Palace at the weekend. A Friday night podcast for your listening pleasure @waynesbarton.bsky.social
Ad-free for backers on Patreon or Apple Podcasts.
pod.fo/e/398f58
cc @waynesbarton.bsky.social
Yes that's about right with just under £80m owed to United
£205m of the "trade and other payables" is due this FY
The bonds mature in 2027 and 2029
There's a human cost to it, but the Ineos financial plan has worked at United
The next phase is very dependent on European football
From the podcast
buff.ly/PO8aOp5
Quick hit on United's Q2 financials - a reflection of painful org changes. Cautious optimism ahead?
From the pod:
pod.fo/e/39718c
Ed and Jamie review Manchester United’s fiscal 2026 second-quarter results. We're bullish on the top-line numbers but it's very dependent on European football... and there's a big debt refinancing on the horizon.
pod.fo/e/39718c
Some words on Mainoo, his renaissance , and the contract negotiations that should be wrapped up by the summer
open.substack.com/pub/nqatpod/...
Benjamin Sesko's fine goal
From the pod
pod.fo/e/3958c2
United beat Everton to move fourth. Yet another Benjamin Sesko goal. More crap from corners. Fun and games.
pod.fo/e/3958c2
