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I think this is on a CAPEX budget of $4.8 Billion. A 20% hair cut.

Just looked at the year end report. Chapek said they cut capital expenditures by 900 million. This is based on an annual budget of $4.8 Billion. So, it looks as though (so far) they have cut what would have been spent during the last three months of shut-down around the world. Not all CAPEX...

Long conversation held in these forums many times. The sale of Sony or Sony Pictures to someone other than Disney could trigger a reversion of the rights back to Disney for no money: Disney already owns Spider-man and the Spiderverse. Sony licenses the Spiderverse which has somewhere near 900...

According to the Journal of Light Construction, the only construction in Florida deemed as critical is housing (because of the shortage of affordable housing) and road and infrastructure construction. Construction at Disney on the DCP housing and the removal of the bridge at Hollywood Studios...

I am a decision scientist, although I only have a masters degree, no phd. The study of "Decision Science" focuses on how people make decisions. A discipline credited by the father of decision science Dan Ariely who bases his work on the hypothesis decisions take two forms 1) Unconscious...

pessimist Also found in: Thesaurus, Medical, Encyclopedia, Wikipedia. pes·si·mism (pĕs′ə-mĭz′əm) n. 1. A tendency to stress the negative or unfavorable or to take the gloomiest possible view: "We have seen too muchdefeatism, too much pessimism, too much of a negative approach" (Margo Jones)...

Thanks... no the actual debt for Netflix is $25 Billion not $215 Billion

They used the proceeds of the $6 Billion to pay off $6 Billion which was coming due... it was in effect a debt swap.

I totally agree... Netflix has $5billion in cash and 215 Billion in Debt. Disney has $11.6billion in cash and $56 Billion in Debt. It also has hard assets. Netflix borrows other company assets..... It will be a journey to dig out of this, but Disney is going to be fine.

I agree completely.... To my last point I don't think they are in as much of a "cash panic" as many people think!

The company set up a line of credit recently. It has of yet, has not raised any cash from this line. So until they raise cash, there is no impact to the D/E ratio. The company could have issued bonds if they thought they would need the money long term. When they refinanced $6 Billion in...

No news here.... This was announced as part of the original Announcement that Chapek was the new CEO.... Just the formality. Iger is still Chairman of the board.

Large construction projects are “capitalized” and not ”expensed”. This means the money spent on development is spread over the life of the building, ride, hotel, etc..... Shutting down construction projects save little to no money on the expense / revenue line (the only real time expense is any...

Theater Chain AMC Reportedly in Talks to Hire Chapter 11 Counsel AMC, the country's largest movie theater chain, is reportedly in talks to hire a law firm to spearhead its bankruptcy case. TONY OWUSU APR 15, 2020 12:30 PM EDT Shares of AMC Entertainment (AMC) - Get Report, the largest theater...

I think this is a time where Disney will be managing the number of people in the park. I can see limitations on Annual Passholders, and the number of "off-site" park tickets they will sell. This probably includes a reduction in the number of available hotel rooms they will make available. All...

I think they are going to focus like a laser on 20th Century and overlapping operations between the 21CF acquisition and Disney. The company is clearly top heavy on this side of the business. I think Iger will go after management layers and content creation. Chapek will continue his already...

I agree Bob Iger is complex. I would ask for you to supply an example of anyone anywhere who has produced or managed to care for a portfolio anything like the current Disney portfolio. The real genius of Bob Iger is his ability to manage the ego’s which produce the stories and manage the...

I doubt they give Iger the title of CEO again, but I have never doubted he is and has been in control. I am not a Chapek fan, but man, what a way to start a new role as CEO....... I also think there is some speculation (as usual) in the NYTimes article. Time will tell, but you should expect...

I hadn't thought about this thread in awhile.... I wonder what the global pandemic means for the sale of the South American networks?

What does a new ship cost? They can buy a whole fleet for the cost of one ship. If for no other reason than to remove the competition from the seas.