Twilight_Roxas
Well-Known Member
Say that to The Simpsons & Avatar.
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News Disney and Fox come to terms -- announcement soon; huge IP acquisition
- Thread starter ohioguy
- Start date
tirian
Well-Known Member
Ironically, when Disney announced the GMR replacement, fanbois said the GMR didn’t showcase enough Disney films. Now Disney will own the rights to many of the movies that were portrayed.
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GhostHost1000
Premium Member
maybe Disney should negotiate with Comcast and back out of Fox for exclusive rights to all Marvel
sorry... couldn't resist
sorry... couldn't resist
the.dreamfinder
Well-Known Member
It’s not a bad idea. Disney pays the breakup fee and change for the Marvel rights and “Star Wars (1977)”.maybe Disney should negotiate with Comcast and back out of Fox for exclusive rights to all Marvel
sorry... couldn't resist
Twilight_Roxas
Well-Known Member
It work for Hong Kong Disneyland.
Not as much as Sky is.
I think the actual value of Disney's half stack half cash offer is at minimum worth 39.00 a share. That is based on a Disney share price of
F $120.00. One sixth of which would be $20.00 a share and then $19.00 a share in cash,totals $39.00 a share. Given that the 17% of Murdoch's class will be all stock, his value is $40.00 a share plus tax deferral of over 20% or approximately $48.00 a share. Count on his 17% vote to favor Disney no matter if Comcast comes back with an offer of $45
a share. Then taking a proportional 20% on the $20.00 a share adds $4.00 a share to the after tax Disney offer, it actually works out to $43.00 a share cash equivalent. Then consider those who think Disney will monetize Fox's assests better than Comcast like I do. People like me would require a minimum of $46.00 a share cash compared to the Disney offer. Now I know I am the exception but unless Comcast makes an offer of at least $44.00 a share before the Justice Department approve the Disney deal this is over. Further all Disney has to do is offer $42.00 a share half cash and half stock and they beat any offer Comcast makes under $46.00 a share.
F $120.00. One sixth of which would be $20.00 a share and then $19.00 a share in cash,totals $39.00 a share. Given that the 17% of Murdoch's class will be all stock, his value is $40.00 a share plus tax deferral of over 20% or approximately $48.00 a share. Count on his 17% vote to favor Disney no matter if Comcast comes back with an offer of $45
a share. Then taking a proportional 20% on the $20.00 a share adds $4.00 a share to the after tax Disney offer, it actually works out to $43.00 a share cash equivalent. Then consider those who think Disney will monetize Fox's assests better than Comcast like I do. People like me would require a minimum of $46.00 a share cash compared to the Disney offer. Now I know I am the exception but unless Comcast makes an offer of at least $44.00 a share before the Justice Department approve the Disney deal this is over. Further all Disney has to do is offer $42.00 a share half cash and half stock and they beat any offer Comcast makes under $46.00 a share.
pdude81
Well-Known Member
Sure, but are you talking about trading actual shares for a modification of the Marvel-IoA contract? PP mentioned negotiations with Disney relating to Sky but it seems that Comcast is already in a strong position to pick up all of Sky if they don't spend 80 billion on Fox.
AnotherDayAnotherDollar
Well-Known Member
I would say that Comcast has already succeeded even if they quit now (which they won't). Disney is spending an extra 20B (albeit not all in stock, but still an extra 20B). That could easily have been used to issue higher dividends, aggressive stock buyback, international growth (think fast growth of disney streaming service, hulu, espn+), theme park growth (20B = DL Chongqing, Texas, New Delhi, and/or buying up a hefty share of DL Tokyo or DL Japan 2/China 3).
As Comcast will drive the price up even further that will mess up Disney's expansions, stock buyback, and higher dividends plans even more. It'll also take longer for them to deleverage and get a clean balance sheet like they have now.
As Comcast will drive the price up even further that will mess up Disney's expansions, stock buyback, and higher dividends plans even more. It'll also take longer for them to deleverage and get a clean balance sheet like they have now.
Sirwalterraleigh
Premium Member
Cmdr_Crimson
Well-Known Member
And they have planned 2 parks in Malaysia & Dubai....Unless Disney decides to stop them...
Sirwalterraleigh
Premium Member
What if Comcast offers $50? Or $52?
The game isn’t done yet. They’ve gone this far...I expect them to continue till the chicken is determined
If Comcast were to offer $50.00 or more a share I would let them have it and go bankrupt. There is no way in the world that Fox is worth 60.00 a share. Remember new Fox is expected to be with 10.00 a share. If comcast wants to go broke let them. No one thinks comcast can go over 45 a share.
If I were Disney I would stop at 43.00 a share.
Rodan75
Well-Known Member
On the Theme Park side of this deal, I wonder if Disney would start up a new Theme Park brand in other parts of the country/world where they could use some of the less 'Disney' IPs that could appeal to an more thrill oriented audience to create a Six Flags/Busch Gardens competitor. Likely not in Orlando, but other Markets that could be ripe for locals/day trips.
gmajew
Premium Member
never heard that before.... are they under construction?
I agree with your basic idea that Disney may expand their themepark operations to include a top Disney Brand and a lower division. However I am not sure they would exuded Orlando and California. If I were to run the company I would buy both SeaWorld and Six Flags. I would add Seaworld fo the Six Flags Division, sign a contract with AT&T to use the DC characters at Six Flags and SeaWorld and then add SeaWorld fo the Platinum Plus Six Flags membership and or Disney Platinum plan. An interesting fact is that the metropolitan New York and New Jersey is the highest concentration of DVC owners and Six Flags would make a great addition as Great Adventure is in Jackson NJ and Magic Mountain would compliment Disneyland. It would also go after Universal as both Magic Mountain and SeaWorld compete with Universal. Disney could also build a Six Flags park at Flamingo Crossnd with SeaWorld and Bush Gardens Tampa really go after the local market in Florida.
Sirwalterraleigh
Premium Member
No...seasonal markets and the long term escalating operational costs are distasteful to Disney...
And there isn’t a ton of money to be made in traditional amusement parks...
And you risk eroding the brand or cannibalizing to traditional parks that DO make a ton of money.
Twilight_Roxas
Well-Known Member
I think Disney would still allow it similar to Universal using Marvel in Orlando & Japan when Disney acquired Marvel.And they have planned 2 parks in Malaysia & Dubai....Unless Disney decides to stop them...
Lensman
Well-Known Member
The idea may have legs but it doesn't appeal to me - either as a consumer or as a shareholder.
As a consumer, I don't want them to get distracted with lesser theme parks. I'm already worried about the infiltration of off-the-shelf ride systems that are merely themed in order to be WDW rides. I worry that we will see too much cross-brand cloning.
As a shareholder, I worry about brand dilution. Even if they are labeled as a separate division, if they are cross-marketed or have cross-brand benefits, there is liable to be dilution as my complaints and bad feelings about the inferior parks bleeds over and tarnishes my opinion of the Disney Parks.
OTOH, our complaints about WDW don't seem to tarnish our slightly higher opinions of Disneyland or our even higher opinions of Tokyo Disneyland or Tokyo DisneySea, so maybe my concerns are overblown.
And I have to think that if this happens, it will be the beginning of the end because at some point in the next 50 years, the company will be desperate, management will be without foresight, and Disney characters/IP will be allowed to bleed into the lower brand. It will all be downhill from there.