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Recent content by rogerrabbitfan9

  1. rogerrabbitfan9

    Party Season 2021

    I think Disney is (rightfully) very scared about getting bad PR from any sort of crowding from Fireworks.
  2. rogerrabbitfan9

    Coronavirus and Walt Disney World general discussion

    What side of Pa? The impression I’ve gotten from other social media sites is that in at least western Pa there are open appointment slots now if you qualify, but you’re going to have to be a little aggressive to find them.
  3. rogerrabbitfan9

    Coronavirus and Walt Disney World general discussion

    Disneyland reopening news is great. I’m hoping the next few months are filled with more and more news about things shifting back to normal.
  4. rogerrabbitfan9

    Party Season 2021

    I think a lot of posters are drastically over estimating how much Disney cares about crowding on Oct 1st... My guess is things will improve to the point Disney can start aggressively marketing by the end of June. Disney will then start marketing Remy to the out of state crowd that books 3...
  5. rogerrabbitfan9

    Disney’s Q1 FY21 Earnings Results Webcast - February 11, 2021

    As a long term investor, I’m not sure how relevant this years theme park numbers are going to be in determining how theme park demand will look long term. I think demand is going to too noisy between pent up demand and the lead/lag between when an individual gets a vaccine and when they are...
  6. rogerrabbitfan9

    Rumor Muppets to Take Over The Hall of Presidents

    I understand the concern, but I think this could be great. The Muppets are perfectly capable of being entertaining, educational, and earnestly patriotic, which is what I think this show needs. The built in wackiness from the Muppets will give Disney a lot of extra leeway. Trying to make...
  7. rogerrabbitfan9

    Disneyland "Sunsetting" annual passes, WDW next?

    There is a good chance Disneyland will have been closed for more than 12months by the time it reopens... I’d try to write the loss off ASAP and give myself the maximum flexibility for ticket arrangements once things reopen.
  8. rogerrabbitfan9

    Flamingo Crossings Housing

    They probably just won’t offer to renew leases as DCP demand grows. My guess is DCP isn’t going to start back full force but grow over time.
  9. rogerrabbitfan9

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

    Is Ft. Wilderness opening earlier than the hotels due to the number of repeat visitors there?
  10. rogerrabbitfan9

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

    I would be much more curious what there’s actually demand for, and more specifically demand for by the demographic of customers Disney thinks they can reasonably appease. There seems to be an assumption by posters here that there is currently a lot of pent up demand and of course everyone...
  11. rogerrabbitfan9

    News Reflections – A Disney Lakeside Lodge (Project 89 - Development near Fort Wilderness)

    Probably already discussed in thread, but what's the final plan for the old Fort Wilderness beach?
  12. rogerrabbitfan9

    Q4 Earnings Report - Parks and Resorts

    Being able to increase the cost of something at a rate such that the number of customers lost is outweighed by the increase in profit being brought in indicates that Disney has not priced their offerings at the intersection of the supply and demand curves and would be leaving money on the table...
  13. rogerrabbitfan9

    Q4 Earnings Report - Parks and Resorts

    The Star Wars TV show could be absolutely killer for this service. There are tons of people who buy HBO purely for Game of Thrones. A good Star Wars TV show I think could have the same effect. I think it also could pull in a demographic that would otherwise not be attracted to this service (i.e...
  14. rogerrabbitfan9

    News Big changes coming to EPCOT's Future World?

    I like the idea of getting rid of the Communicore buildings. The concept is basically dead (no company wants to sponsor an exhibit) and the current buildings are super specialized for that one purpose (what else can you put in them?) I like the additional green space.
  15. rogerrabbitfan9

    Muppets Mini-Land / Muppets Courtyard Additions & Refurbishments

    I kind like the new sign. I think this makes the area look more real. The original look of this area, with the cartoon logo on the side, stuck out, but worked because it was obvious all of the theming was fake. Most of the alternate ideas in this thread also would look fake or would remove the...
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