MAGICal DLP News, Rumours & Thoughts

mrflo

mrflo

Well-Known Member
LondonTom said:
DLP gets €10m 😂
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Unfortunately I guess it might be closer to this than the 10+ billion that have been circulating.

If you consider that in Q1-24 the International Parks of TWDC contributed ≈19% to the total Park & Experiences revenues and only ≈12% to the operating income vs. ≈88% from the US Parks & Cruises, I would be very positively surprised if the International Parks combined would get more than a quarter (≈ $10.5 billion) of those $42 billion.

On the positive side, this would still mean that at least $3-5 billion could go to DLP for new attractions over the next 10 years - which is still massive if it happens. One of the main purposes of this turbocharge investment announcement was to impress the analysts, push the stock price and shut up the activist investor in this whole board battle after all.
 
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mrflo

mrflo

Well-Known Member
Henry Mystic said:
I think people are really underestimating all of this. Even if I’m so far off with numbers it pretty much means every park in the world should see a billion at the minimum injected into it. Imagine how different these parks would feel.
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I fully agree. Even IF the domestic parks get the majority of the turbocharge investment, Iger already confirmed that each destination will benefit from increased investments and DLP can expect more new attractions over the next 10 years. And I am the last one to complain if TWDC ends up bumping up that investment for DLP significantly.

Also a quick add-on to my post above: Of course, revenues are higher in the domestic parks with more parks & hotels, higher attendance, etc. Though I was pointing at this in combination with the operating income. According to those reported numbers the domestic parks have a higher operating margin than the international parks (33% vs. 20% in Q1-24) - meaning the domestic parks are currently more profitable. And while growth potential in terms of attendance and mainly revenues should play a major factor on where the budget will go, profitability and the return of investments are crucial, too. Fingers crossed that average guest spending for DLP will get a some hike by the guests staying at the DLH.
 
NotCalledBob

NotCalledBob

Well-Known Member
I just stood in front of Natacha Rafalski for the new Million Splashes of Color parade. (Made my day)! She seemed happier than she looks in the photo.

I think the parade is great. Love the song.
20240213_163236.jpg
 
Namastesii

Namastesii

New Member
NotCalledBob said:
Arendelle construction update brought to you from the top of Toy Story Parachute drop.

They are working hard. They start construction early. They were working at 8:30am this morning, and the other evening we saw cranes still moving at gone 7pm.

However, this still looks a REALLY long way off.
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There is a visible progress, especially in the last few weeks. So I assume it's going well right now. The lake restaurant is going FAST.
 
cjkeating

cjkeating

Well-Known Member
NotCalledBob said:
Arendelle construction update brought to you from the top of Toy Story Parachute drop.

They are working hard. They start construction early. They were working at 8:30am this morning, and the other evening we saw cranes still moving at gone 7pm.

However, this still looks a REALLY long way off.
View attachment 768261
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I'm not quite at panic stations yet. I'm actually quite surprised how the facades are becoming more apart from right to left along the frontage of the ride/restaurant/shops. The Tangled spinner is also coming together nicely.

The thing that does concern me is how the ride building still doesn't have it's roof done, we've seen the ride channel being built as the concrete has been poured so that will be complete and the ride mechanics and theming will all be built off site for installation so that could go quickly. But I admit it does look a bit far off.

Hopefully it is one of those projects where as every individual project works back to Day Zero it all starts to complete in unison, it's often surprising how quickly things like flooring and foliage can be complete with weeks to go when up against a deadline.
 
NotCalledBob

NotCalledBob

Well-Known Member
cjkeating said:
I'm not quite at panic stations yet. I'm actually quite surprised how the facades are becoming more apart from right to left along the frontage of the ride/restaurant/shops. The Tangled spinner is also coming together nicely.

The thing that does concern me is how the ride building still doesn't have it's roof done, we've seen the ride channel being built as the concrete has been poured so that will be complete and the ride mechanics and theming will all be built off site for installation so that could go quickly. But I admit it does look a bit far off.

Hopefully it is one of those projects where as every individual project works back to Day Zero it all starts to complete in unison, it's often surprising how quickly things like flooring and foliage can be complete with weeks to go when up against a deadline.
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If I thought I could get a photo on RC Racer without losing my phone(!) You can see that in some places it looks like they are still digging down to foundations for some buildings. I imagine they are smaller bits and pieces? Construction is about as far away from my skill set as you can get!

There is an impressive amount of work going on all day every day though.

I'll be really interested to return and see it finished. I am hoping to get back this time in 2026.

There is a chance we will get to HKDL before then and see it there first.
 
cjkeating

cjkeating

Well-Known Member
NotCalledBob said:
If I thought I could get a photo on RC Racer without losing my phone(!)
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Haha. I would have liked to have seen that. You do get a good split second view of Tangled from the backwards hold.
NotCalledBob said:
You can see that in some places it looks like they are still digging down to foundations for some buildings. I imagine they are smaller bits and pieces?
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At a guess these are the smaller pavilions and kiosks that had permits filmed more recently.
NotCalledBob said:
Construction is about as far away from my skill set as you can get!
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I have some experience with construction and renovations and they have always been the most stressful experiences in my life. Maybe I've just got unlucky but they are always the most chaotic and infuriating processes. And nothing has been anywhere on the scale they are doing right now at WDSP so I do wish them all the best.
NotCalledBob said:
There is a chance we will get to HKDL before then and see it there first.
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Ironically the same. WDSP will be my last Frozen Ever After. I do skip it now in Epcot just because I know I'll have one down the road in a couple of years.
 
Gusey

Gusey

Well-Known Member
Was waiting for Slinky yesterday and could see the cranes lowering things on the tabke sevuce restaurant that is located beyond RC. Couldn't get a decent photo but another vantage point. The lights were also on in the stadium
 
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