I'm specifically NOT blaming him for doing something screwy...you missed that part...
...however considering that a movie released on 11/19/17 has already been reported to be "greenlit" or "all but certain" and now on 1/06/18 is now "on hold" does lead credence to a caution approach.
1. Since when does wdw move that fast? I can think of 2 sorta examples - stretching the criteria a lot - no more.
2. Imagineering thinks EVERYTHING is a go...they're dreamers...it's what they do. We wouldn't have it any other way. But the accountants have other ideas. It is what it is. Small scale capex doesn't/hasn't brought in new clientele for about 20 years...so from that perspective a coco overlay is just a way to drag the stock down. As part of a bigger package? - then you're talking.
We'll see...
If you don't like it then stay out of the rumors sections. How man of us need to remind you that this is the rumors section of the forums?