Splash4eva
Well-Known Member
Bob would prefer instead of buying stock book a nice deluxe 4 day package for that price…
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News Christine McCarthy to step down from her role as Chief Financial Officer
- Thread starter DCBaker
- Start date
Hey?....maybe you are right. Maybe Peltz will break the company into small peices and sell them off. Maybe he will evacuate the parks, burn them to the ground, bulldoze the rubble and sell off the land to the highest bidder. Maybe that is how he raises the company's stock value and gets the stock up to $500 a share and he does this all while laughing at us all.....but I doubt it.
I'm betting that his army if analysts experts have identified Disney's problem. They have created business models that they believe will bring customers back to the brand. I suspect Peltz and Trian will force Disney (against their will) to earn back the brand "trust" that Disney once had from the public....and THAT will make him even richer than he already is. I can only suspect that's his goal. I don't see Disney's destruction making him lot's of money in the way that repairing it would.
JD80
Well-Known Member
lol you want to talk about pixie dust.
el_super
Well-Known Member
He's 81 years old. I don't think he's really all that concerned with Disney's long term.
No...I read that he want's is son to have a seat!
el_super
Well-Known Member
So... he's worried about his son's long term future?
Tha Realest
Well-Known Member
As opposed to the 72 year old that already quit once?
el_super
Well-Known Member
The 72 year old that has spent almost 50 years with the company? Iger has already built a legacy at Disney that would be in his interest to protect.
I can only guess that he's concerned with long term change in Disney
el_super
Well-Known Member
But like... based on what? What long-term change success stories litter the history of Nelson Peltz?
LOl...who knows? I think that only the Peltz family and Trian and his team know what their game plan is.
Nobody has a crystal ball so we cant see the future but I "suspect" that Peltz and team will move to get Iger out and change the Board??
If that is correct?...I'm 100% with him.
Peltz is 81 and as of 2023 is worth $1.7B. He is doing fine. Something to do in his senior years.
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Removing Iger would only cause instability. Then talk of "Disney in disarray" would actually become true, because no one could get a handle on anything, would ONLY react to the vultures in the press and make mistakes on par with Eisner at the end of his term, and drive the stock back to those lows. The best course for Disney is to let Iger finish his multi-year plan.
And Carl Icahn was what TWA and Blockbuster needed, too. /s
Disney's "trust" remains on top. What media analysts, entertainment writers (especially in the Penske Media rags) and Internet trolls keep pretending is not close to reality, and never will be as long as Peltz is kept away from everything. But if he gets his way, then he'll actually make it come true.
Disney will not survive as an independent company if it's broken up back to its 1995 size. All the assets (ABC, Pixar, Lucasfilm, Marvel, Fox) are not only complementary and working well, but also protect it from a hostile takeover. In short, Peltz would bring us a return to the days of 2004, with Eisner weakened and Comcast sniffing opportunity.
The other conglomerates will never amputate arms like that. Comcast will never sell NBC. Paramount will never sell CBS. So if Disney ever sold ABC, none of the other companies will follow suit; they'll just pounce and batter Disney with their scale.
Keeping Peltz away prevents disaster.
Serpico Jones
Well-Known Member
Peltz is planning to do to Disney what he did with General Electric, he’s going to strip the company down and then sell it.
I dont care who owns Disney parks anymore...just as long as the owner CARES for them they way should. If Tokyo Disneyland's owner, Oriental Land Company took ALL Disney parks?...I think I would jump for joy! That company operates THEIR two Disney parks PERFECTLY.
I can 100% garantee you this: If Tokyo Disneyland and Oriential Land Company was operating Epcot?...there is NO chance in Hell that they would have left a giant construction crater in the middle of it for years...and years...and years...and years!!!!
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You sound like you are sitting next to him in his boardroom strategy meetings.
The truth is...you dont know at all. You are just guessing like the rest of us here
The user has history and example on their side.
Corporate raiders are only out for themselves, to gut companies and make obscene short-term profits.
Think Carl Icahn. T. Boone Pickens. Ronald Perelman. They never gave a hoot about long-term health of any of the companies they acquired.
And down the line, you have the likes of Henry Kravis, who DID attempt to do restructurings for the long-term, but sometimes the debt the companies would take on as part of an LBO or restructuring could not be overcome.
Peltz's record is not promising.
Break the parks off. Sell them to a company that CARES about them...that's all I want to see. The parks...if cared for well...will give any buyer solid profit margins. The parks' profit & loss are perfectly self sustaining on their own. Again, if they are operated "well" they will be a good asset to any company that ownes them.
Again...I use Tokyo as a sparking example of this concept. Tokyo takes cares for their two properties VERY carefully and respectfully and it shows!
Oriental Land Company seems to care more about their parks than Burbank cares about theirs lately.