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It is a horrible name. The logo is the antithesis of what a water thrill ride should be. They recorded a "research trip" from two weeks ago to try to market this. The whole things stinks to high heavens and the company is actively devouring its own legacy. I'd leak what they're up to but they...

Are you referring to the New Orleans focused preview? Sorry... just saw my name affixed to a post and can't tell where we're at in the conversation.

Oh, I will say this in case it comes back to bite me if I don't... I'm very confident based on conversations I've had that Disney wants to build a very high-end (think much nicer than anything yet) hotel for the ultra-rich which would be located north of Grand Floridian. I believe the goal is...

Remember, I said "major". There may be some announcements, but unless there's a super-secret, huge announcement... I'm not hearing anything really. Splash Mountain, finish Moana, I've heard there's another Epcot announcement (but I don't get the impression its big), finish Tron, maybe announce a...

Directly north of Grand Floridian, west of the Magic Kingdom access canal, southwest of Adventureland.

I'm not sure there are many big announcements on the docket for a while. Fears of a major recession are dampening everything. I think they're ready to take on Epic Universe with the Splash Mountain refurb if that tells you how little I expect in terms of scope over the next couple of years.

Not sure. The construction wall is/was literally in the forest with no signs of construction equipment or cleared land near it. Perhaps there has been work in the past week? It appeared so.

A little birdie told me there was a construction wall in the woods north of the Grand Floridian and that action was taking place in the area north of Grand Floridian, west of the Magic Kingdom. So I went and checked it out... sure enough it was true. Go-away green construction wall hiding "the...

Glad your still here, Martin. The only thing I would add is that there is a push from a few to make everything "grumpier." But that may just be a reflection of polarization and people being exhausted from the world situation.

It sort of depends on if there are more restrictions on travel. If not, demand could take two years to stabilize. If restrictions return, Disney would be stuck trying to convince domestic guests to jump through all these hoops. It's a harder ask in the current climate.

And now the whole thing is built upon the naivete of wealthy international guests flooding WDW to make sure they get their child the Disney vacation they missed during the pandemic. Once that influx passes, this thing will drive negative perception way up.

If you think we're hitting $6.00+ per gallon of gas in the United States by August AND government officials are now using the term "stagflation" AND you can't see the recession is straight ahead of you...

As it stands.

The chance that I know exactly which things you're referring to is next to zero. You have your opportunity to ask them now if you'd like.

I'm hearing $2.99 - $3.99 but that can change over the next six weeks as Disney collects data to justify higher ad costs for commercial buyers.

Potentially delayed, but still moving forward everywhere sans Tokyo.

Other than blue sky, you are correct.

It would be hard to peg motivation unless a company statement clarifies. There are too many chefs controlling the fire to pick out just one voice. It would be hard for WDW to maintain the investment levels of Epcot's semi-redux and Tron years. We'd be hearing about major new expansions already...

D+ numbers are going to be a very, very big deal. Has Disney avoided the Netflix situation? Is it worse? It's almost impossible to get early info on this that is reliable but it could swing the stock wildly in either direction. I'm hearing that cap ex at parks is about to be slashed, so I am...

It's a major blow to Disney. He was their best negotiating option with Florida.