Iger's fortunes and reputations depend on 'fixing' Disney.Okay, but what if Peltz is right and Iger is not trying to fix Disney hard enough?
If there's someone better, it's not Peltz/Rasulo.
Iger's fortunes and reputations depend on 'fixing' Disney.Okay, but what if Peltz is right and Iger is not trying to fix Disney hard enough?
Criterion.Who is more likely to release all the Disney classics on 4K? That's the only thing that matters to me at this point.
More proof this is the company Disney parks fans should really fear, they have a history of forcing out CEOs and selling off assets and now they have publicly stated they want Disney to sell off their land assets, much of which is likely meant for theme park and hotel expansion. They sound like the true threat.![]()
Disney Board Fight: Activist Investor Blackwells Slams Nelson Peltz’s Move to Enlist Support of Elon Musk, Suggests Real Estate Spin-Off
Blackwells Capital suggested Disney could spin off its real estate assets and criticized Trian's Peltz for soliciting Elon Musk's support.variety.com
Interesting idea about spin-off the real estate assets into its own entity. However I'm not sure that would be beneficial in the long term as I assume that a lot of Disney's value is tied to its real estate assets. It would make capital harder to get as they couldn't then leverage the real estate anymore.![]()
Disney Board Fight: Activist Investor Blackwells Slams Nelson Peltz’s Move to Enlist Support of Elon Musk, Suggests Real Estate Spin-Off
Blackwells Capital suggested Disney could spin off its real estate assets and criticized Trian's Peltz for soliciting Elon Musk's support.variety.com
But its not really "selling off" in this case. They are talking about spinning off the real estate to its own company, still until Disney's control but run by another CEO.More proof this is the company Disney parks fans should really fear, they have a history of forcing out CEOs and selling off assets and now they have publicly stated they want Disney to sell off their land assets, much of which is likely meant for theme park and hotel expansion. They sound like the true threat.
No bloody way Disney decides to go for a REIT. They barely make any sense for casinos (where they'd really seen a surge over the past 5 years), never mind a company where most of the value when it comes to the primary profiting segment of the business at the moment, happens to be in the land and the buildings on said land!But its not really "selling off" in this case. They are talking about spinning off the real estate to its own company, still until Disney's control but run by another CEO.
This is a common thing among many activists as the value of real estate ends up making more money in the long term. But in this case I don't see it as a real benefit to Disney, as I noted in my post above.
I agree, it wouldn't make sense for Disney.No bloody way Disney decides to go for a REIT. They barely make any sense for casinos (where they'd really seen a surge over the past 5 years), never mind a company where most of the value when it comes to the primary profiting segment of the business at the moment, happens to be in the land and the buildings on said land!
To be honest, I‘m kind of glad I read Iger’s statement and he may have a point.![]()
Bob Iger Strikes Back at Nelson Peltz and Activist Investors, Says They Don’t Understand “Essence” of Disney
"We know a lot more about it how to do that than any outsider is going to tell us," Iger said of improving Disney's streaming business.www.hollywoodreporter.com
No. Even if he gets on the board, he and Rasulo don't have enough seats to force any changes they want.To be honest, I‘m kind of glad I read Iger’s statement and he may have a point.And I’m starting to get very suspicious on Nelson Peltz. Is Peltz going to destroy Disney?
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Interesting. So, what you’re saying is that Nelson Peltz is not a savior for Disney?No. Even if he gets on the board, he and Rasulo don't have enough seats to force any changes they want.
You've seen my posts. Don't ask questions already answered please.Interesting. So, what you’re saying is that Nelson Peltz is not a savior for Disney?
Sorry! I’m just anxious! I wish everybody just cut me some slack! Sheesh!You've seen my posts. Don't ask questions already answered please.
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