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  1. CastAStone

    News New Polynesian Resort DVC villas building to open 2024

    I am so lost. What are you talking about? GDT? Surely not the new Poly tower?
  2. CastAStone

    News New Polynesian Resort DVC villas building to open 2024

    It was plainly obvious in the original concept art, but they never put it in writing that I can recall.
  3. CastAStone

    News New Polynesian Resort DVC villas building to open 2024

    I guess we can retire “poliday inn” now since it actually looks like a deluxe Disney property.
  4. CastAStone

    News New Polynesian Resort DVC villas building to open 2024

    Wow. Who would have guessed that they would pull off actually making it look great and not like a motel.
  5. CastAStone

    News Disney Lakeshore Lodge (Project 89 - Development near Fort Wilderness)

    You may be looking for https://disneyworld.disney.go.com/help/email/ I would suggest using sentence case in your email.
  6. CastAStone

    Is attendance really down at WDW this or…

    Sometimes I think about how during Covid, Carnival scrapped 5 old but perfectly good ships, assuming the business was headed for a sustained downturn. 😬
  7. CastAStone

    Is attendance really down at WDW this or…

    Which makes it all the more impressive, as they report these things as a % of available rooms.
  8. CastAStone

    Is attendance really down at WDW this or…

    It’s not just Disney seeing cruise bookings surge. Royal Caribbean, Norwegian, and Carnival each reported all time record levels of forward booking in their most recent earnings calls. Norwegian is so booked up that it literally broke their occupancy metric; they’re reporting >100% occupancy...
  9. CastAStone

    News Disney Lakeshore Lodge (Project 89 - Development near Fort Wilderness)

    Those are two different questions. Proximity to MK has led to faster sales recently. I think what they most quickly could sell more of today is Crescent Lake, but they’ll get a whole bunch of that back in 17 years.
  10. CastAStone

    News Disney Lakeshore Lodge (Project 89 - Development near Fort Wilderness)

    No. It sold 777K points in its first 11 months vs 764K for CCV and 858K for PVB. Then a pandemic happened. CFW sold 12K points last month which puts it on pace to sell out in the late 2030s.
  11. CastAStone

    News Disney Lakeshore Lodge (Project 89 - Development near Fort Wilderness)

    I know reflections was a DVC-hotel hybrid as originally pitched but I can’t think of any reason to think that Disney, who tinkers with every plan constantly, would build the exact resort they outlined in 2019. It might be called reflections, but I don’t expect to see that product.
  12. CastAStone

    Disney’s Q2 FY24 Earnings Results Webcast

    Can’t possibly agree less. Its ratio of minutes watched to subscribers is far higher than the larger services (it’s nearly as watched as Disney+, see below). It has put can’t-miss sports content on the service, including NFL games and the summer Olympics this year, and, like Disney+, it has the...
  13. CastAStone

    DisneylandForward

    For capital projects, the financial benefit of waiting until the new fiscal is basically zero. It won’t hit the books until it opens, and then it will only count for 1/20th of the cost to build each year for 20 years.
  14. CastAStone

    Disney’s Q2 FY24 Earnings Results Webcast

    Disney already has 2 huge advantages over the other newer streamers - they have can’t-cancel children’s content (Bluey, most of the Disney Jr shoes, Moana) and they have an learnt understanding of what successfully makes them hits. Paramount Plus hasn’t had a real hit. Peacock has had just a...
  15. CastAStone

    Disney’s Q2 FY24 Earnings Results Webcast

    I mean ultimately the strategy is to find the right mix of addictive content to prevent cancellations, and then keep raising prices. That’s what Netflix did. It took many, many years, and setting billions on fire. But it did, eventually, work out for them. And I actually think it will...
  16. CastAStone

    DisneylandForward

    It’s basically inconceivable that the outcome won’t be a passage. I’m not going to bother.
  17. CastAStone

    New DAS System at Walt Disney World 2024

    The entire in park process should be you walk into the ECV area, scan your magic band on the closest scooter, and ride off with it. Then another one just appears like a shopping cart in the IKEA warehouse. I don’t understand why it isn’t that.
  18. CastAStone

    Disney’s Q2 FY24 Earnings Results Webcast

    The #1 poster on WDWMagic is a bot that hasn’t posted in nearly 4 years. Until fairly recently, #2 was a user who was banned before Charlie Sheen went crazy. Either way, not much to brag on!
  19. CastAStone

    Disney’s Q2 FY24 Earnings Results Webcast

    It will not stop being weird to see “nightbitch” on a Disney-created document.
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