I believe all of the above is true. But do you know this for a fact or are you placing it out because it makes sense and sounds good?Leadership meetings, touring Avatar, and reviewing some stuff that shall not be named until August.
I was told last year that final money matters of the start of the Studios Makeover/Rebranding would be complete by the end of the third fiscal quarter. The end of that quarter is June 30th. If the info I got last year was accurate (and it usually is) then I'd surmise the BoD is getting together for a dog and pony show that will largely determine how much $$$ gets spent on that park and the various components: Pixar, Star Wars, infrastructure etc.