Disney Board of Directors -- News and Drama

[TsWade2]

He’s a snake…an old style corporate raider

But he is NOT wrong about Disney not performing well and needing different management. We’re past that time already.

Okay. But, what do you mean by we're past that time already?

 

[Disney Irish]

Okay. But, what do you mean by we're past that time already?

He doesn't like Iger or his management team, he's wanted them out for years.

 

[TsWade2]

He doesn't like Iger or his management team, he's wanted them out for years.

Is Peltz going to win for that?

 

[Sirwalterraleigh]

He doesn't like Iger or his management team, he's wanted them out for years.

And lo and behold…what they’ve done is now failing unilaterally…and they’ve proven me right

Is Peltz going to win for that?

The way it’s looking is some of the board will be replaced and Iger will be told to leave at a certain time…shorter than he wants

But nothing decided yet.

 

[TsWade2]

And lo and behold…what they’ve done is now failing unilaterally…and they’ve proven me right

The way it’s looking is some of the board will be replaced and Iger will be told to leave at a certain time…shorter than he wants

But nothing decided yet.

Okay. Thanks for your honest answer.

 

[Disney Irish]

Is Peltz going to win for that?

Honestly Peltz wants to break the company up and sell it for parts. He isn't the savior that some fans thinks he is. Too many blinded by their hatred for Iger and just want Iger out at all costs. They aren't realizing that by allowing Peltz to be added to the board that is letting a wolf into the hen house, not good.

 

[TsWade2]

Honestly Peltz wants to break the company up and sell it for parts. He isn't the savior that some fans thinks he is. Too many blinded by their hatred for Iger and just want Iger out at all costs. They aren't realizing that by allowing Peltz to be added to the board that is letting a wolf into the hen house, not good.

Oh. Not good indeed! In that case, never mind.

 

[TsWade2]

But are any one of those elected board members part of the ValueAct? Because I’ve heard the ValueAct did good with Nintendo.

 

[Sirwalterraleigh]

But are any one of those elected board members part of the ValueAct? Because I’ve heard the ValueAct did good with Nintendo.

Not sure…Nintendo is only traded in Japan…so it’s a bit apples to oranges

Valueact also were put up to this by Iger and the board.

Let’s not parse that

 

[Sirwalterraleigh]

Honestly Peltz wants to break the company up and sell it for parts. He isn't the savior that some fans thinks he is. Too many blinded by their hatred for Iger and just want Iger out at all costs. They aren't realizing that by allowing Peltz to be added to the board that is letting a wolf into the hen house, not good.

Well that’s a good possibility…don’t know if it’s “definite”?

I’d say he wants to dump what isn’t profitable…so that could be a stripped down version.

We can’t honeslty say that wouldn’t turn out ok. Disney does a lot of things they don’t make money off of these days. Definite dead weight.
But it’s a fine line.

But we shouldn’t whistle past the graveyard here and act like Bob’s doing ok. He’s not. They’ve lost the ability to make more money. A bit of a problem.

 

[TsWade2]

Well that’s a good possibility…don’t know if it’s “definite”?

I’d say he wants to dump what isn’t profitable…so that could be a stripped down version.

We can’t honeslty say that wouldn’t turn out ok. Disney does a lot of things they don’t make money off of these days. Definite dead weight.
But it’s a fine line.

But we shouldn’t whistle past the graveyard here and act like Bob’s doing ok. He’s not. They’ve lost the ability to make more money. A bit of a problem.

And I’m worried for Disney. And I don’t want them to go bankrupt!

 

[Vegas Disney Fan]

Honestly Peltz wants to break the company up and sell it for parts. He isn't the savior that some fans thinks he is. Too many blinded by their hatred for Iger and just want Iger out at all costs. They aren't realizing that by allowing Peltz to be added to the board that is letting a wolf into the hen house, not good.

That’s speculation, it’s certainly possible he could sell off parts (ABC, Fox, etc) but Igers already floated that idea so that’s nothing new.

People fear he could break up the company but he’s never indicated that was his intention.

 

[TsWade2]

I’m so confused! I don’t know how much I can take this Disney Slump!

 

[Sirwalterraleigh]

And I’m worried for Disney. And I don’t want them to go bankrupt!

They’ll never go bankrupt. That’s not realistic. It’s likely they will be bought by another company in the future

 

[Vegas Disney Fan]

And I’m worried for Disney. And I don’t want them to go bankrupt!

Disneys not going bankrupt, worst case scenario they are bought by someone and survive as separate parts, most likely scenario they simply turn it around (like they did in the 90s) and have another renaissance era.

 

[TsWade2]

They’ll never go bankrupt. That’s not realistic. It’s likely they will be bought by another company in the future

Okay, but the only problem is, Disney doesn’t trust Peltz. And Disney is forcing the shareholders not to vote for him.

 

[Sirwalterraleigh]

, most likely scenario they simply turn it around (like they did in the 90s) and have another renaissance era.

It’s a different world…the 90’s were fueled by physical consumer products and a captive, pre-ondemand audience…

But they have the source material for a major recovery…the current management isn’t doing the right things with it.

They must be replaced.

Now we’re all past go, collect $200 and on Baltic Avenue again.

 

[Sirwalterraleigh]

Okay, but the only problem is, Disney doesn’t trust Peltz. And Disney is forcing the shareholders not to vote for him.

“Disney” is not Bob Iger…he isn’t that important. If they replace the management and do damn near OBVIOUS things with their assets…this problem gives way to more longterm opportunity.

 

[TsWade2]

I just hope the shareholders make the right choice.

 

[MisterPenguin]

it’s certainly possible he could sell off parts (ABC, Fox, etc) but Igers already floated that idea so that’s nothing new.

Iger was musing about the ABC broadcast stations, not the studios that make content.

Fox/2OthC has been fully integrated into TWDC. There's nothing to sell except the individual studios, which make content, which won't be sold off because content is king.