Orlando Becoming East Coast Headquarters for Disney Parks, Experiences, and Products

Figgy1

Well-Known Member
Okay….. the 2022 numbers are going to most likely match the 2019 numbers, which means that “gap” will be reopened.
Question. Those are just theme park numbers correct? How much more does Disney bring into the state in hotel numbers? Sales tax dollars from merch sales? Restaurants? Does anybody have numbers on how many of those people stay on Disney property and drive up/Uber on one or 2 days of their trip?
 

Fordlover

Active Member
What did you buy it at?

Because it’s been overvalued for a decade and the water always finds its way to level. Sorry to break it to you…but I probably ranted this years ago and you could have been warned.
most of it was at 99 a share. Here’s to hoping a dividend return and getting the hungry Monster of streaming under control will get the stock back up to ~115 or so.
 

Ayla

Well-Known Member
Important to recognize that taking Ron out of the Florida picture when/if he announces a Presidential run, does not alter the fact that a lot of the policies that are "unappealing" to Disney and other investors are grounded within the Florida legislative bodies. His departure for a national platform won't alter the perception of the regressive laws being put on the books by others in the State.
He won't be out of the picture when he announces a potus run. He already had the law changed so he can stay Gov and run for potus.
 

Mmoore29

Well-Known Member
The global economy. Rising costs. Tightening of credit. A $75 billion studio buy that has failed. A $5 bil plus a year loss on streaming. Instability in the foreign park markets. Slowing of box office receipts. Trouble/reduced returns in their 4 main studios.
…I’m getting to Florida politics soon…after an impending GLOBAL recession that cripples travel and discretionary spending…

All this will be tomorrow in “investing 102”

Now do you want try to say ANOTHER fake source? Or just admit your trying to bring tinfoil politics in here?
The studios are a license to print money. Disney's brand and IP can't fail, because they're incredibly valuable. Certain movies only "disappointed" because the media deliberately put its thumb on the scale because nothing sells like "Disney in disarray," even when it's isn't quite true.

The Fox merger has not failed. It is a valuable, complimentary asset alongside ABC, ESPN, Lucasfilm, Pixar and Marvel. This is a solid group that cannot be broken apart without destroying everything else. Plus, Disney is a better home than Comcast ever would've been, especially for the Alien IP, because Neill Blomkamp's film might happen now.



Disney's stock is worth $250 a share, and Iger will get it there by his turnaround period's end. You'll see.
 
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Sirwalterraleigh

Premium Member
The studios are a license to print money. Disney's brand and IP can't fail, because they're incredibly valuable. Certain movies only "disappointed" because the media deliberately put its thumb on the scale because nothing sells like "Disney in disarray," even when it's isn't quite true.

The Fox merger has not failed. It is a valuable, complimentary asset alongside ABC, ESPN, Lucasfilm, Pixar and Marvel. This is a solid group that cannot be broken apart without destroying everything else. Plus, Disney is a better home than Comcast ever would've been, especially for the Alien IP, because Neill Blomkamp's film might happen now.

War, COVID and the like was something NO ONE could have predicted. So Disney's not alone there.

Disney's stock is worth $250 a share, and Iger will get it there by his turnaround period's end. You'll see.
1684463419333.jpeg
 

Sirwalterraleigh

Premium Member
Important to recognize that taking Ron out of the Florida picture when/if he announces a Presidential run, does not alter the fact that a lot of the policies that are "unappealing" to Disney and other investors are grounded within the Florida legislative bodies. His departure for a national platform won't alter the perception of the regressive laws being put on the books by others in the State.
…yeah…they swept that under the rug awhile back
 

Mmoore29

Well-Known Member
This is certainly nothing like the disarray Eisner put it into at the end of his tenure, and things were genuinely in trouble. Everything is more or less fine, and only vultures in the press, angry shorts, and fanboy trolls who proclaim Kathleen Kennedy as the devil incarnate say that Disney is in trouble today. Because Disney is in a far stronger position today than it was 20 years ago when Roy and Stanley Gold led the revolt.

After all, they got the debt restructured so that only $5.5 billion is on the immediate books, and the cost savings program will enable them to pay that off, and cash flow will take care of the remaining long-term stuff. Disney is not only weathering the storm, it is thriving, and it deserves the valuation that proves it.
 

monothingie

Nakatomi Plaza Christmas Eve 1988. Never Forget.
Premium Member
But none of that really has anything to do with lake nowhere…

And none of it has anything to do with Florida “fighting” them.

Their books are in trouble because Bob has made critical mistakes for 5-10 years and they’re coming home now
How much is Hulu going to cost them?

Comcast is going to own a nice chunk of $DIS
 

monothingie

Nakatomi Plaza Christmas Eve 1988. Never Forget.
Premium Member
If Comcast couldn't get it in a hostile takeover when it and Eisner were on their knees, they're not going to get any slice of it when it's a formidable 800-pound gorilla standing tall. Nice try.
Before you comment understand what your commenting on.

For your reference.
 

Mmoore29

Well-Known Member
Before you comment understand what your commenting on.

For your reference.
I'm quoting the idea that Comcast would own a chunk of Disney itself, which it seemed like you were saying, at least to my end. And I was pointing out that Comcast couldn't scoop it up at its weakest point, it can't pick it up now when it's standing tall and strong.

A cash payment for Hulu, that's a different matter entirely, of course.
 

monothingie

Nakatomi Plaza Christmas Eve 1988. Never Forget.
Premium Member
Before you comment understand what your commenting on.

For your reference.
Disney does not have $9-10B in cash laying around. But they do have a lot of Treasury Stock…


Hopefully it doesn’t go any lower. Could be a big Boone for Comcast, buy low sell high right?
 

Magenta Panther

Well-Known Member
It's laughable that some are blaming DeSantis for this decision by Disney, announced on the same day that the Starcruiser Hotel was cancelled. Obviously, both decisions were made because of financial reasons. Funny how some people can't seem to put two and two together. Although a lot of the palaver is based on political views, rather than reason...
 

monothingie

Nakatomi Plaza Christmas Eve 1988. Never Forget.
Premium Member
It's laughable that some are blaming DeSantis for this decision by Disney, announced on the same day that the Starcruiser Hotel was cancelled. Obviously, both decisions were made because of financial reasons. Funny how some people can't seem to put two and two together. Although a lot of the palaver is based on political views, rather than reason...
They ran out of napkins at Pecos Bill. Desantis was seen leaving the restaurant moments earlier with handfuls of Disney branded napkins. He was then seen leaving on the monorail which he was going to have immediately shutdown for an inspection the second he arrived back at the TTC.
 

Chi84

Premium Member
It's laughable that some are blaming DeSantis for this decision by Disney, announced on the same day that the Starcruiser Hotel was cancelled. Obviously, both decisions were made because of financial reasons. Funny how some people can't seem to put two and two together. Although a lot of the palaver is based on political views, rather than reason...
It’s not just “some.” It’s pretty much every news article out there. DeSantis is linking himself to Disney to the point people are going to think he can’t see the big picture and becomes too consumed with single-issue revenge tactics no matter the consequences. It’s not a good look for someone running for national office.
 

Mmoore29

Well-Known Member
Disney does not have $9-10B in cash laying around. But they do have a lot of Treasury Stock…


Hopefully it doesn’t go any lower. Could be a big Boone for Comcast, buy low sell high right?
Disney's got a healthy cash flow. With the cost savings realized, they'll pay of the $5.5 billion in immediate debt, leaving the long-term stuff to paid off that way.

Remember, Disney took on $10 billion in debt to purchase ABC. They paid that off fine, even with Eisner getting in the way and dragging them down. This is a cakewalk compared to that.
 

mkt

When a paradise is lost go straight to Disney™
Premium Member
Here's a hell of an interesting theory (TL;DR: Disney shut down the Lake Nona development to help block a potential casino row opening to the east of Lake Nona in Brevard County). Click and read the WHOLE thread.

 

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