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Orlando Becoming East Coast Headquarters for Disney Parks, Experiences, and Products
- Thread starter The Visionary Soul
- Start date
Nubs70
Well-Known Member
He better get the earnings up fast. $250/share is a P/E ratio north of 100. Never going to happen
CaptainAmerica
Premium Member
I am not saying "Orange County should have paid for the roads."
I am saying "Disney, the company, not RCID or any Florida county, should have paid for the roads."
pdude81
Well-Known Member
Definitely no dividend in 2021
SamusAranX
Well-Known Member
I would bet my 401k and life savings that Disney already was thinking of cancelling Lake Nona with the massive losses of D+…the current “feud” gave them an easy way to save face.
But hey, at least we got a 30 second ride at Magic Kingdom that took 6 years to build and definitely couldn’t have been made better and more immersive with that 10 billion of cash that everyone says Disney has on hand….
But hey, at least we got a 30 second ride at Magic Kingdom that took 6 years to build and definitely couldn’t have been made better and more immersive with that 10 billion of cash that everyone says Disney has on hand….
Dan Deesnee
Well-Known Member
Buying Fox.
Starting Disney+ instead of partnering with an existing streaming company.
Those are two huge money sinks for Disney, that I believe were big missteps hurting them badly right now. The recession won't matter, we've basically been in one for months if not over a year, so NBER finally calling it a recession doesn't change anything (election coming up, so they may be hesitant to declare one, recessions are also always called as starting on a previous date). By all historic standards, before we started changing definitions and reporting laughably inaccurate jobs data, shows we've been in one for a while.
So any idea that the "upcoming recession" will hurt Disney is likely not accurate. If anything, the FED tightening cycle appears to be nearing its end, which means lower rates will come sooner and they may even crank the money printers back up to high speed. QE starts back up, people are spending more, stocks go up, and Disney is doing great again...give it 12-24 months.
Now, global de-dollarization by the BRICS, that is much more concerning than the recession.
Starting Disney+ instead of partnering with an existing streaming company.
Those are two huge money sinks for Disney, that I believe were big missteps hurting them badly right now. The recession won't matter, we've basically been in one for months if not over a year, so NBER finally calling it a recession doesn't change anything (election coming up, so they may be hesitant to declare one, recessions are also always called as starting on a previous date). By all historic standards, before we started changing definitions and reporting laughably inaccurate jobs data, shows we've been in one for a while.
So any idea that the "upcoming recession" will hurt Disney is likely not accurate. If anything, the FED tightening cycle appears to be nearing its end, which means lower rates will come sooner and they may even crank the money printers back up to high speed. QE starts back up, people are spending more, stocks go up, and Disney is doing great again...give it 12-24 months.
Now, global de-dollarization by the BRICS, that is much more concerning than the recession.
Ghost93
Well-Known Member
The Chronicles of Narnia: Prince Caspian was actually great, but everything else you mentioned triggered PTSD from Disney's 2nd dark era. That trailer for Beverly Hills Chihuahua was awful and they played it EVERYWHERE.
I've heard the same , changes during Covid, blame Covid, while DeSantis is in charge, blame DeSantis.
John park hopper
Well-Known Member
Disney has canceled their proposed move to Florida per the news this morning
And what was it worth in 2008, when it was selling at $15 a share?
pdude81
Well-Known Member
I agree with you that it's trading at a discount now, but many here would disagree and think it will fall more.
My point is simply pertaining to that post. To pick an arbitrary false stock pump time period and pepper with a falsehood makes it at best misleading.
You have a Portillo's and White Castle. You're set. Hopefully soon and IN and Out.
Seriously though, you can find plenty of great local places, just escape the nightmare of Central Florida.
JoeCamel
Well-Known Member
You need to reboot your news source, it's running slow
So, instead of spending $18 billion in Floridia, Disney will only be spending $17 billion.
That'll show 'em!
I was just visiting Celebration and had a ball walking and riding my bike around town and enjoying the sites and miles & miles of walking trails. can’t believe that town is almost 30 years old. It looks almost the same as it did when I first saw it in 2002. It’s hard to keep a neighborhood looking good in Florida, with all the sun and harsh weather. A resident told me that there are 32 full time gardeners and maintenance people and a full-time sidewalk steam cleaner and a drive-able machine that steam cleans the curbs. Lake Nona is nice, but seems pretty much like any new Central Florida development and it’s too far from everything, especially with traffic. My sister wants to move to Florida and is looking at Lake Nona, but I’m going suggest Celebration to her, as well.
Casper Gutman
Well-Known Member
We're seeing another iteration of a very familiar Florida pattern here:
1) Administration says it wants to do something
2) Administration tries to force that thing to happen using any power available to it, including the use of blatantly unconstitutional methods
3) Thing happens
4) Administration and its supporters loudly claim administration had absolutely nothing to do with thing happening and viciously attacks anyone who suggests otherwise
Its deeply dishonest and destructive, but when raw power is the only value that matters, it can be effective.
1) Administration says it wants to do something
2) Administration tries to force that thing to happen using any power available to it, including the use of blatantly unconstitutional methods
3) Thing happens
4) Administration and its supporters loudly claim administration had absolutely nothing to do with thing happening and viciously attacks anyone who suggests otherwise
Its deeply dishonest and destructive, but when raw power is the only value that matters, it can be effective.
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Or worse, the other way around. Brian Roberts and Comcast have made no secret that they would love to take over Disney, even trying it in 2004.
mikejs78
Well-Known Member
Comcast only has $5b cash on hand and over $100b in debt. No way they're buying Disney. Very few companies could, likely only big tech at this point.
Nubs70
Well-Known Member
Infrastructure funded through RCID issued muni bonds at the behest of WDW. If WDW were to float bonds to fund the infrastructure, WDW would need to put the bond liabilities on WDW books. WDW can fund infrastructure projects without the associated liability being accounted for on WDW financial statements.
If Comcast were to take over Disney, they'd be filing bankruptcy and spinning Disney off once more within 5 years.
At best, if such lunacy were to happen AND it were to survive the antitrust suit, it'd be a merger agreed to by both sides, not a takeover.