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  1. Jlasoon

    Coronavirus and Walt Disney World general discussion

    Well, 10M out of work in the last 2 weeks - Car sales fell off a cliff in March - Boeing looking at 'voluntary buyouts' for 160,000 employees, 60% of all planes around the world are grounded, cruise ships grounded, stay at home orders everywhere, local businesses decimated. I hope it was...
  2. Jlasoon

    Coronavirus and Walt Disney World general discussion

    And what do you think those risk management companies are telling them?
  3. Jlasoon

    Coronavirus and Walt Disney World general discussion

    Universal, Sea World in the same boat. Keep an eye on Universal going forward. They're all bleeding too much cash right now.
  4. Jlasoon

    Coronavirus and Walt Disney World general discussion

    Lol, really? Then open up the parks!
  5. Jlasoon

    Coronavirus and Walt Disney World general discussion

    Right now, as of this moment, they can't get coverage for June 1.
  6. Jlasoon

    Coronavirus and Walt Disney World general discussion

    Yep! AP will be Disney's bread & butter going forward. International tourism is all but dead. Sucks for Disney, but AP holders don't spend enough to keep the lights on. All that Iger debt is gonna require some serious 'bean' counting.
  7. Jlasoon

    Coronavirus and Walt Disney World general discussion

    It's not about the crowds. That's a whole other conversation for another time. Trust me, the crowds aren't coming back anytime soon. Too many people are unemployed around the world right now, they just don't know it yet. The issue for Disney is insurance. Good luck with that! They won't open...
  8. Jlasoon

    Coronavirus and Walt Disney World general discussion

    Disney isn't opening up anytime soon. Same for Universal, Sea World & Legoland. Insurance is gonna be a b**** to procure.
  9. Jlasoon

    Coronavirus and Walt Disney World general discussion

    Do you have any idea what the unemployment numbers will look like June 1st? We have early models - Disney is gonna have to rethink their pricing structure on this one. I’m sure they know what’s coming. They have some of the best bean counters in the world.
  10. Jlasoon

    Coronavirus and Walt Disney World general discussion

    Exactly! These parks, cruises, the country, ain’t opening up again until we have a vaccine or .gov sends out millions of N95 masks. On top of that, the planet is looking at depression era unemployment numbers. 5% of restaurants in the state of FL went bankrupt in just the last 2 weeks. Canada...
  11. Jlasoon

    Coronavirus and Walt Disney World general discussion

    Unless Disney reduces prices by a whopping 90% & we have a working vaccine this ain’t happening. You don’t just flip a switch & your economy turns back on. Sudden economic stops have consequences. I work in CFL, we have no economic models for this. And early numbers are catastrophic for the...
  12. Jlasoon

    News PHOTOS - Construction on some new projects comes to a halt at Walt Disney World

    This is a world wide ‘economic sudden stop’ - you don’t just turn it back on. Cause of 2008 recession means nothing. This is about a 1,000 times worst!
  13. Jlasoon

    News PHOTOS - Construction on some new projects comes to a halt at Walt Disney World

    Massive deflationary spiral is about to unleash hell on companies such as Disney. First the markets get whacked, next come the layoffs, followed by a complete implosion of credit & a housing collapse. no one should expect a V shape rebound. The damage being done is unprecedented. Country is...
  14. Jlasoon

    DHS Star Wars: Rise of the Resistance

    Not only did he drink it - he inhaled it, snorted it & mainlined it.
  15. Jlasoon

    DHS Star Wars Galaxy's Edge opening day reports - Disney's Hollywood Studios

    Of course they're advertising. They've essentially killed the 'Golden Goose' here in Florida - the local AP holders.
  16. Jlasoon

    Entertainment cuts

    Everyone needs to pray Disney+ is successful. Disney essentially bet the company on this upcoming product. The amount of debt accumulation over the last 2 years is staggering. $80B in liabilities, $44B due over the next year & a measly $6B in cash reserve LOL - Expect a massive liquidation sale...
  17. Jlasoon

    Entertainment cuts

    I went from Platinum Plus to Absence Magic in June.
  18. Jlasoon

    DHS Star Wars Galaxy's Edge opening day reports - Disney's Hollywood Studios

    It's appealing to Disney fans. The same people who keep going to the parks on a regular basis. I'll give you that. But don't expect a boost in attendance. It won't happen! There's a reason AP holders saw a nearly 20% price increase last year, why a 'lightsaber' cost $200, and why some alcoholic...
  19. Jlasoon

    DHS Star Wars Galaxy's Edge opening day reports - Disney's Hollywood Studios

    Who the heck wants to interact & take pictures with Finn, Rose, & Rey? Again this land **IS NOT** Star Wars! This is Disney's version of the last 7 years of Star Wars. A version that isn't appealing to ANYONE.
  20. Jlasoon

    DHS Star Wars Galaxy's Edge opening day reports - Disney's Hollywood Studios

    Nothing to see here folks, move along. SWGE is fine...
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