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News Disney and Fox come to terms -- announcement soon; huge IP acquisition

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mab7689

Active Member
Exciting to think that something I, and probably most of the other contributors to this thread, have followed religiously for 16 months is now 8 days from completion.
 
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seascape

Well-Known Member
Now that the merger has received final regulatory approval. The next piece of the puzzle besides the assest sales, is to announce the deal to buy AT&T's 10% of HULU. Disney is about to grow faster than anyone imagined.
 
Slpy3270

Slpy3270

Well-Known Member
So the deal is closing nine days before no-deal Brexit is triggered (let's face it, no-deal Brexit is happening because everyone in Parliament is brain-dead and indifferent to the social consequences of it) that will send the UK economy into a death spiral and affect Disney's broadcasting licenses in Europe.

If I were a Disney investor (which, I am, lol), I'd better hope Disney is prepared for the economic shock that will greatly effect the international rollout of the deal.

seascape said:
Now that the merger has received final regulatory approval. The next piece of the puzzle besides the assest sales, is to announce the deal to buy AT&T's 10% of HULU. Disney is about to grow faster than anyone imagined.
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That assumes a) the RSN, Mexico and Brazilian (and presumably Chilean, unless noted otherwise) sports channels and A&E Europe stakes sales go well, and B) we don't get a recession next year, which we're 99% likely to get.
 
brodie999

brodie999

Active Member
seascape said:
Now that the merger has received final regulatory approval. The next piece of the puzzle besides the assest sales, is to announce the deal to buy AT&T's 10% of HULU. Disney is about to grow faster than anyone imagined.
Click to expand...
I agree. Now that the Disney-Fox deal is closing after 15 months, I wonder which company they'll buy next. I'd picture them buying Sony in the next year or 2. They want their characters back. So It'd be shocking to see the Big 6 studios become 4 with both Sony and Fox under the Disney banner.
 
Twilight_Roxas

Twilight_Roxas

Well-Known Member
brodie999 said:
I agree. Now that the Disney-Fox deal is closing after 15 months, I wonder which company they'll buy next. I'd picture them buying Sony in the next year or 2. They want their characters back. So It'd be shocking to see the Big 6 studios become 4 with both Sony and Fox under the Disney banner.
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You mean five if you count Netflix in the MPAA.
 
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Darkprime

Well-Known Member
Disney are most likely going to sell the RSN's at a loss for a quick sale they sold yes network for $3.5 billion but apparently wanted closer to $5-6 billion.
 
Slpy3270

Slpy3270

Well-Known Member
Darkprime said:
Disney are most likely going to sell the RSN's at a loss for a quick sale they sold yes network for $3.5 billion but apparently wanted closer to $5-6 billion.
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At the very least, the sale of the Mexico, Brazilian and Chilean Fox Sports networks could lessen that loss, especially since Disney didn't plan on selling those off anyhow (AFAIK, the rest of the Latin American Fox Sports channels and feeds aren't affected by the divestiture).

The big wild cards are what happens to A&E Europe and Endemol Shine. If Hearst buys Disney's share in the former as rumored, it could set up a potential sale of all of A&E Networks to Hearst since National Geographic will more or less displace them as Disney's lifestyle channels (plus Disney turning the tables and buying Hearst's stake would've led to antitrust concerns due to the number of channels Disney will already have post-acquisition).

Endemol Shine, meanwhile, was supposed to be sold months ago before the EU approved the deal, but now that sale is off and nobody knows what Disney plans to do with their half-stake. Unless they can live with having reality shows and game shows (they already have some of the latter, i.e. Who Wants to Be a Millionaire? US, Win, Lose or Draw, and Win Ben Stein's Money, etc.) in their portfolio, I see no reason they'll buy Apollo's 50% stake from them. However, it'll be even more difficult for them to sell if no-deal Brexit destroys the viability of no-deal Brexit makes a sale for a decent price impossible.
 
D

Darkprime

Well-Known Member
Slpy3270 said:
At the very least, the sale of the Mexico, Brazilian and Chilean Fox Sports networks could lessen that loss, especially since Disney didn't plan on selling those off anyhow (AFAIK, the rest of the Latin American Fox Sports channels and feeds aren't affected by the divestiture).

The big wild cards are what happens to A&E Europe and Endemol Shine. If Hearst buys Disney's share in the former as rumored, it could set up a potential sale of all of A&E Networks to Hearst since National Geographic will more or less displace them as Disney's lifestyle channels (plus Disney turning the tables and buying Hearst's stake would've led to antitrust concerns due to the number of channels Disney will already have post-acquisition).

Endemol Shine, meanwhile, was supposed to be sold months ago before the EU approved the deal, but now that sale is off and nobody knows what Disney plans to do with their half-stake. Unless they can live with having reality shows and game shows (they already have some of the latter, i.e. Who Wants to Be a Millionaire? US, Win, Lose or Draw, and Win Ben Stein's Money, etc.) in their portfolio, I see no reason they'll buy Apollo's 50% stake from them. However, it'll be even more difficult for them to sell if no-deal Brexit destroys the viability of no-deal Brexit makes a sale for a decent price impossible.
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Maybe Disney offers Sony Endemol at a discount for more control over Spider-Man?
 
A

AnotherDayAnotherDollar

Well-Known Member
Slpy3270 said:
The big wild cards are what happens to A&E Europe and Endemol Shine. If Hearst buys Disney's share in the former as rumored, it could set up a potential sale of all of A&E Networks to Hearst since National Geographic will more or less displace them as Disney's lifestyle channels (plus Disney turning the tables and buying Hearst's stake would've led to antitrust concerns due to the number of channels Disney will already have post-acquisition).
Click to expand...

On this, I remember a talk at that time that could involve Disney getting ESPN equity for their A&E share, so it may be a sum zero game where they don't really get any cash out of this sale, but equity in ESPN instead.

Endemol Shine, meanwhile, was supposed to be sold months ago before the EU approved the deal, but now that sale is off and nobody knows what Disney plans to do with their half-stake. Unless they can live with having reality shows and game shows (they already have some of the latter, i.e. Who Wants to Be a Millionaire? US, Win, Lose or Draw, and Win Ben Stein's Money, etc.) in their portfolio, I see no reason they'll buy Apollo's 50% stake from them. However, it'll be even more difficult for them to sell if no-deal Brexit destroys the viability of no-deal Brexit makes a sale for a decent price impossible.
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If the future is as dire as you are believing, then they would be better off holding onto Endemol until a better time to sell. Otherwise Disney seemed ambivalent towards Endemol and Apollo wanted to sell as well. It's all bout getting the right price.
 
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Darkprime

Well-Known Member
NO SONY NO! 7 YEARS OF BAD SONY SPIDER-MAN SPIN-OFFS UGH.

“We have the next seven or eight years laid out as to what we’re going to do with that asset, and that will not only be on the film side — it’ll be on the TV side,” says Vinciquerra. “Our television group will have its own set of characters from within that universe that we will seek to develop.”
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variety.com

Inside Mike Hopkins’ Fiercely Independent Strategy for Sony Pictures Television

In an era of vertical integration, Mike Hopkins is plotting a fiercely independent strategy for Sony Pictures Television.
variety.com variety.com
 
brodie999

brodie999

Active Member

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