Recent content by bartholomr4

  1. bartholomr4

    Disney's FY20 Q3 Earnings (8/4/20)

    The $5 Billion dollar charge was for international operations (writing the value of the international channels down to their value). It would have happened with our without Covid-19. Also, if there are no baseball games on ESPN, then they don't have to pay MLB for the rights. But ESPN is...
  2. bartholomr4

    Disney's FY20 Q3 Earnings (8/4/20)

    Let's say Mulan in Theaters is going to earn $400 Million, over 6 weeks. To match the same revenue, Disney will need to get 13.4 million households to rent the movie. If you assume Disney would have kept 70% of the gross, and with VOD Disney is keeping 100% of the purchase price, the total...
  3. bartholomr4

    Disney's FY20 Q3 Earnings (8/4/20)

    The current debt due is $10 Billion. So they still have increased Cash by $7 Billion.
  4. bartholomr4

    Disney's FY20 Q3 Earnings (8/4/20)

    23.1 Billion in Cash on hand at the end of the quarter. Thats up from $5.4 Billion in April. Reflecting a bunch of borrowing and some debt coming due this year due to the 21CF acquisition, but the firm is not cash poor or on the brink of bankruptcy.
  5. bartholomr4

    Disney's FY20 Q3 Earnings (8/4/20)

    https://finance.yahoo.com/news/disney-dis-report-q3-earnings-164704822.html A summary of Analysts forecasts from Zacks.
  6. bartholomr4

    News Walt Disney World's COVID-19 reopening plans announced - July 11

    We just returned from an 8 day stay at the Riviera. Our experience was the same as yours..... Frankly we felt safer at Disney than we do back at home in NC. The airport was the scariest part of the trip..... You didn't miss anything at Epcot. With Covid or not, the place is just sad. It is...
  7. bartholomr4

    Construction restarted at Walt Disney World Resort - What is Actually still on

    I was at Disney for the last week (Stayed at the Riviera which was awesome). The crane they are using for Harmonious was moving around, swinging right and left the whole time we were there! FWIW
  8. bartholomr4

    Do you think that Disney world will reclose its gates due to the rising number of COVID cases in Florida and around the country?

    It may happen tomorrow, but hasn't happened yet, Florida isn't averaging 500 new admissions a day. The 7 day average is 375, vs 302 last Thursday and 258 two Thursday's ago.
  9. bartholomr4

    Do you think that Disney world will reclose its gates due to the rising number of COVID cases in Florida and around the country?

    Some facts from the raw data reported today. I know there are 156 Deaths reported, but in the actual data file there are only 126 listed Of the 126 souls who died, 1 was initially reported with Covid in April, 4 were reported in May, 43 were reported in June and 78 were reported with the virus...
  10. bartholomr4

    Do you think that Disney world will reclose its gates due to the rising number of COVID cases in Florida and around the country?

    Scott Gottlieb was just on CNBC and the reporter asked him about this..... The CDC will still get the data it has been receiving andthe CDC will make the data available to the public. The CDC infrastructure is old and processes are antiquated (not designed to handle these volumes). According...
  11. bartholomr4

    Do you think that Disney world will reclose its gates due to the rising number of COVID cases in Florida and around the country?

    I’ll do it for you...oh hell yeah we are gonna see a ton of jobs eliminated and a renewed push for more streamlining and automation coming out of this. I agree, but don't think there is anything magical about this quarters earnings announcement which would make Disney wait. If they are going...
  12. bartholomr4

    Do you think that Disney world will reclose its gates due to the rising number of COVID cases in Florida and around the country?

    The change in the death rate they are reporting is a change of 0.000057%. I know it is morbid, but the change in the death rate is not statistically significant, and tying them all to COVID is to easy of an explaination
  13. bartholomr4

    News Disney Park Pass System announced for Walt Disney World theme park reservations

    We have Hotel, Park Tickets and Park Reservations for late next month. We had purchased park hoppers before the Virus arrived, and were due a credit. Using the chat feature on waltdisneyworld.com, we (yesterday) chatted with a CM to see if we could change our 7 day tickets to 8 day tickets, and...
  14. bartholomr4

    News Disney Park Pass System announced for Walt Disney World theme park reservations

    My Daughter and I were able to chat with a CM this morning. We have resort reservations and tickets and were calling to try to add another day to our tickets. She wasn't able to add a day for us today, but said we should try back tomorrow at 7am Eastern (to your question) when the queue will...
  15. bartholomr4

    News Walt Disney World's COVID-19 reopening plans announced - July 11

    The Seven Day Average of deaths from COVID-19 is relatively stable since April 19th. It has reduced, but that change is not statistically significant.
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