The Red Button Option

WDW Pro

Well-Known Member
Original Poster
I am likely to be announcing the biggest news/rumors I will ever make in this thread (at least, I hope so). As a preface to this information, please remember that this information should be treated as RUMOR. I cannot verify that any of the following information is true in part or in whole. You should not make any business decisions based on the information provided herein. While this information has some details of a political nature, its required to even post what is going on... please do not discuss the political aspects of this news in this thread.

The last 24 hours has been eventful for Disney. While COVID cases in Florida are problematic to follow, Disney has been using the death rate to best gauge public safety. Within the past 24 hours, those numbers have reached levels that put staying open for the Walt Disney World Resort in meaningful jeopardy. Closing WDW is immensely painful for the company, and Josh D'Amaro's main job at this point is to keep the resort running... but there could be a situation in which the resort simply can't remain active to guests. At this point, it appears increasing deaths in Florida are due to - and increasing due to - nursing home infiltration. Should that change, Disney could conceivably close the resort OR resort back to the Secure Circuit plan that would involve closing everything except Magic Kingdom and the MK resorts. A push in that direction comes from the concern that even with their most restrictive capacity ceilings in place, some parks simply can't generate enough demand to warrant staying open (except for the purpose of demonstrating that they can be open for stockholders).

To add further to the company's woes, in the past 24 hours there was a major breach of security at Twitter. While the news media is mostly focusing on a bitcoin scheme that was part of the Twitter hack, Disney (and other companies) are much more concerned about the seemingly true issue that hackers had access to all Direct Messages on the platform for verified accounts. I am told that a small minority of individuals within the company AND linked to the company through various current and former projects may have had information within those Direct Messages that would be damaging. Disney Legal has advised individuals who may have had damaging information in their Direct Messages to delete their Twitter accounts, and at least one individual of significant stature has elected to do so. There is real fear in Burbank that hackers have information about the company, about individuals within the company, etc, which would be particularly unpleasant to have released into the public sphere.

But it still gets worse... also within the past 24 hours, the Trump administration has dropped the hammer on the Walt Disney Company. First, there was an executive order in regards to Hong Kong which can absolutely affect Disney employees and Disney company plans. Attorneys for the company are currently reading through the executive order and seeking guidance from the Trump administration as to how the company can avoid seizure of property due to potentially aiding in the harming of Hong Kong citizens' democratic rights via indirect means. Because of the broad and non-specific language in the executive order, Hong Kong Disney may stay closed indefinitely, regardless of the COVID situation there. Furthermore, in a speech on July 16th, Attorney General Barr made headlines with a speech in which he disclosed the number of Chinese Communist Party officials working in Shanghai Disney management, including the number who have communist insignia on their desks. This sent a ripple through the Disney Company as they realized that US Intelligence has inside information about their Shanghai operations, and are confident enough to release that information. This puts the company in an exceedingly difficult place: stray from China's demands and everything can be taken like in the NBA situation... act in China's interests and the United States Justice Department may now come calling.

Numbers inside the company now project that cash reserves could hit as low as 6 billion by the end of September, with the possibility of this pandemic situation going into mid 2021. This is an unsustainable path. With all of the previously disclosed information provided, I can now provide insight as to what is driving a wedge between Chapek and Iger. Whereas Iger is interested in his legacy and protecting it at all costs, Chapek is a numbers guy. And Chapek is proving to be formidable in protecting himself from being the scapegoat he might have been if he had allowed it. Against the wishes of Iger, a plan is being developed inside the halls that Eisner built which would allow for Disney to sell and divest its interests in the Shanghai and Hong Kong resorts in a preemptive move to avoid losing them outright due to a possible cold war between the US and China. It is the Red Button Option. In that situation, Disney would use the sale of Shanghai and Hong Kong rights, while maintaining a licensing agreement for IP a la the OLC situation, in order to generate extra cash for a possible extended COVID world where Disney continues to be deprived of revenue streams. At this point the Red Button Option is still in its infancy as a strategy in conceptualization, but it can quickly be moved into actionable state if situations continue to deteriorate. Going forward with the Red Button Option is fraught with difficulty... not the least of which being that Iger might resign in protest.

As for Splash Mountain and other frivolous projects, the pendulum has begun to shift inside the company. More information to come at a later date. Power seems to be shifting from certain factions towards an "all hands on deck, save the financials" mode. It's about time.
 

CircusPeanuts

Active Member
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There has never been any plan called the “secure circuit” and there was never a plan just to keep MK and the monorail resorts open. You continue to push vague conjecture based on news reports of the day and for those of us who actually do work in the company and know what’s going on - it’s insanely frustrating.

While there may be small nuggets of truth in things you say, it is 99% bad guessing by someone who has no idea how the company actually works.

Please stop humoring this person y’all. I beg you.
 

rudyjr13

Well-Known Member
There has never been any plan called the “secure circuit” and there was never a plan just to keep MK and the monorail resorts open. You continue to push vague conjecture based on news reports of the day and for those of us who actually do work in the company and know what’s going on - it’s insanely frustrating.

While there may be small nuggets of truth in things you say, it is 99% bad guessing by someone who has no idea how the company actually works.

Please stop humoring this person y’all. I beg you.

It’s a good/interesting read so just let it be. If true we will know soon.

Anyway, selling those properties while retaining IP contracts seems like a great idea to help with the revenue stream issues.
 

larryz

Today's Maytag Repairman
Premium Member
And what does Red Buttons have to say about all this?
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Brer Oswald

Well-Known Member
Interesting. Seems probable, but I’ll still treat as a rumour.

As for those against Pro, I’m reminded of a situation from late 2018. An insider was sharing information about the final characters in the new Super Smash Bros game. He disappointingly claimed that there would only be two more characters, Ken and a Pokémon. We all flung hate at him; “You have no credibility! Banjo, Geno, Shadow and more will be in! You’re track record is shaky at best!”

Who did we get? Ken and a Pokémon. If something sounds disappointing or bad, it’s probably true.
 

Lilofan

Well-Known Member
I am likely to be announcing the biggest news/rumors I will ever make in this thread (at least, I hope so). As a preface to this information, please remember that this information should be treated as RUMOR. I cannot verify that any of the following information is true in part or in whole. You should not make any business decisions based on the information provided herein. While this information has some details of a political nature, its required to even post what is going on... please do not discuss the political aspects of this news in this thread.

The last 24 hours has been eventful for Disney. While COVID cases in Florida are problematic to follow, Disney has been using the death rate to best gauge public safety. Within the past 24 hours, those numbers have reached levels that put staying open for the Walt Disney World Resort in meaningful jeopardy. Closing WDW is immensely painful for the company, and Josh D'Amaro's main job at this point is to keep the resort running... but there could be a situation in which the resort simply can't remain active to guests. At this point, it appears increasing deaths in Florida are due to - and increasing due to - nursing home infiltration. Should that change, Disney could conceivably close the resort OR resort back to the Secure Circuit plan that would involve closing everything except Magic Kingdom and the MK resorts. A push in that direction comes from the concern that even with their most restrictive capacity ceilings in place, some parks simply can't generate enough demand to warrant staying open (except for the purpose of demonstrating that they can be open for stockholders).

To add further to the company's woes, in the past 24 hours there was a major breach of security at Twitter. While the news media is mostly focusing on a bitcoin scheme that was part of the Twitter hack, Disney (and other companies) are much more concerned about the seemingly true issue that hackers had access to all Direct Messages on the platform for verified accounts. I am told that a small minority of individuals within the company AND linked to the company through various current and former projects may have had information within those Direct Messages that would be damaging. Disney Legal has advised individuals who may have had damaging information in their Direct Messages to delete their Twitter accounts, and at least one individual of significant stature has elected to do so. There is real fear in Burbank that hackers have information about the company, about individuals within the company, etc, which would be particularly unpleasant to have released into the public sphere.

But it still gets worse... also within the past 24 hours, the Trump administration has dropped the hammer on the Walt Disney Company. First, there was an executive order in regards to Hong Kong which can absolutely affect Disney employees and Disney company plans. Attorneys for the company are currently reading through the executive order and seeking guidance from the Trump administration as to how the company can avoid seizure of property due to potentially aiding in the harming of Hong Kong citizens' democratic rights via indirect means. Because of the broad and non-specific language in the executive order, Hong Kong Disney may stay closed indefinitely, regardless of the COVID situation there. Furthermore, in a speech on July 16th, Attorney General Barr made headlines with a speech in which he disclosed the number of Chinese Communist Party officials working in Shanghai Disney management, including the number who have communist insignia on their desks. This sent a ripple through the Disney Company as they realized that US Intelligence has inside information about their Shanghai operations, and are confident enough to release that information. This puts the company in an exceedingly difficult place: stray from China's demands and everything can be taken like in the NBA situation... act in China's interests and the United States Justice Department may now come calling.

Numbers inside the company now project that cash reserves could hit as low as 6 billion by the end of September, with the possibility of this pandemic situation going into mid 2021. This is an unsustainable path. With all of the previously disclosed information provided, I can now provide insight as to what is driving a wedge between Chapek and Iger. Whereas Iger is interested in his legacy and protecting it at all costs, Chapek is a numbers guy. And Chapek is proving to be formidable in protecting himself from being the scapegoat he might have been if he had allowed it. Against the wishes of Iger, a plan is being developed inside the halls that Eisner built which would allow for Disney to sell and divest its interests in the Shanghai and Hong Kong resorts in a preemptive move to avoid losing them outright due to a possible cold war between the US and China. It is the Red Button Option. In that situation, Disney would use the sale of Shanghai and Hong Kong rights, while maintaining a licensing agreement for IP a la the OLC situation, in order to generate extra cash for a possible extended COVID world where Disney continues to be deprived of revenue streams. At this point the Red Button Option is still in its infancy as a strategy in conceptualization, but it can quickly be moved into actionable state if situations continue to deteriorate. Going forward with the Red Button Option is fraught with difficulty... not the least of which being that Iger might resign in protest.

As for Splash Mountain and other frivolous projects, the pendulum has begun to shift inside the company. More information to come at a later date. Power seems to be shifting from certain factions towards an "all hands on deck, save the financials" mode. It's about time.
Not surprising that SVP of Disney International Parks Michael Colglazier resigned a few days ago to be CEO of Virgin Galactic. He might have known the sky was falling.
 

rreading

Premium Member
I am likely to be announcing the biggest news/rumors I will ever make in this thread (at least, I hope so). As a preface to this information, please remember that this information should be treated as RUMOR. I cannot verify that any of the following information is true in part or in whole. You should not make any business decisions based on the information provided herein. While this information has some details of a political nature, its required to even post what is going on... please do not discuss the political aspects of this news in this thread.

The last 24 hours has been eventful for Disney. While COVID cases in Florida are problematic to follow, Disney has been using the death rate to best gauge public safety. Within the past 24 hours, those numbers have reached levels that put staying open for the Walt Disney World Resort in meaningful jeopardy. Closing WDW is immensely painful for the company, and Josh D'Amaro's main job at this point is to keep the resort running... but there could be a situation in which the resort simply can't remain active to guests. At this point, it appears increasing deaths in Florida are due to - and increasing due to - nursing home infiltration. Should that change, Disney could conceivably close the resort OR resort back to the Secure Circuit plan that would involve closing everything except Magic Kingdom and the MK resorts. A push in that direction comes from the concern that even with their most restrictive capacity ceilings in place, some parks simply can't generate enough demand to warrant staying open (except for the purpose of demonstrating that they can be open for stockholders).

To add further to the company's woes, in the past 24 hours there was a major breach of security at Twitter. While the news media is mostly focusing on a bitcoin scheme that was part of the Twitter hack, Disney (and other companies) are much more concerned about the seemingly true issue that hackers had access to all Direct Messages on the platform for verified accounts. I am told that a small minority of individuals within the company AND linked to the company through various current and former projects may have had information within those Direct Messages that would be damaging. Disney Legal has advised individuals who may have had damaging information in their Direct Messages to delete their Twitter accounts, and at least one individual of significant stature has elected to do so. There is real fear in Burbank that hackers have information about the company, about individuals within the company, etc, which would be particularly unpleasant to have released into the public sphere.

But it still gets worse... also within the past 24 hours, the Trump administration has dropped the hammer on the Walt Disney Company. First, there was an executive order in regards to Hong Kong which can absolutely affect Disney employees and Disney company plans. Attorneys for the company are currently reading through the executive order and seeking guidance from the Trump administration as to how the company can avoid seizure of property due to potentially aiding in the harming of Hong Kong citizens' democratic rights via indirect means. Because of the broad and non-specific language in the executive order, Hong Kong Disney may stay closed indefinitely, regardless of the COVID situation there. Furthermore, in a speech on July 16th, Attorney General Barr made headlines with a speech in which he disclosed the number of Chinese Communist Party officials working in Shanghai Disney management, including the number who have communist insignia on their desks. This sent a ripple through the Disney Company as they realized that US Intelligence has inside information about their Shanghai operations, and are confident enough to release that information. This puts the company in an exceedingly difficult place: stray from China's demands and everything can be taken like in the NBA situation... act in China's interests and the United States Justice Department may now come calling.

Numbers inside the company now project that cash reserves could hit as low as 6 billion by the end of September, with the possibility of this pandemic situation going into mid 2021. This is an unsustainable path. With all of the previously disclosed information provided, I can now provide insight as to what is driving a wedge between Chapek and Iger. Whereas Iger is interested in his legacy and protecting it at all costs, Chapek is a numbers guy. And Chapek is proving to be formidable in protecting himself from being the scapegoat he might have been if he had allowed it. Against the wishes of Iger, a plan is being developed inside the halls that Eisner built which would allow for Disney to sell and divest its interests in the Shanghai and Hong Kong resorts in a preemptive move to avoid losing them outright due to a possible cold war between the US and China. It is the Red Button Option. In that situation, Disney would use the sale of Shanghai and Hong Kong rights, while maintaining a licensing agreement for IP a la the OLC situation, in order to generate extra cash for a possible extended COVID world where Disney continues to be deprived of revenue streams. At this point the Red Button Option is still in its infancy as a strategy in conceptualization, but it can quickly be moved into actionable state if situations continue to deteriorate. Going forward with the Red Button Option is fraught with difficulty... not the least of which being that Iger might resign in protest.

As for Splash Mountain and other frivolous projects, the pendulum has begun to shift inside the company. More information to come at a later date. Power seems to be shifting from certain factions towards an "all hands on deck, save the financials" mode. It's about time.

So I don't see anything in the news about Barr and a speech about Disney. Not doubting you, just looking for specifics in the media. I wonder why Trump - with everything else going on - would aim to hurt one of his country's strongest cultural institutions (unless he only wants it to be an anglo institution).
 

WEDway Inc & Company LLC

Well-Known Member
I am told that a small minority of individuals within the company AND linked to the company through various current and former projects may have had information within those Direct Messages that would be damaging. Disney Legal has advised individuals who may have had damaging information in their Direct Messages to delete their Twitter accounts, and at least one individual of significant stature has elected to do so. There is real fear in Burbank that hackers have information about the company, about individuals within the company, etc, which would be particularly unpleasant to have released into the public sphere.
Since when have such official people with important business used Twitter direct messages to communicate? I’m not saying I don’t believe you, but this seems incredibly random.
 

WDW Pro

Well-Known Member
Original Poster
Some of the OPs rumors rings true but to connect something of this gravity to the retheme of Splash seems extremely odd.

That was more of an addendum.

Are you insinuating this is his second alt?

They're trying to figure out who I am.

So I don't see anything in the news about Barr and a speech about Disney. Not doubting you, just looking for specifics in the media. I wonder why Trump - with everything else going on - would aim to hurt one of his country's strongest cultural institutions (unless he only wants it to be an anglo institution).

"But that moment of courage wouldn’t last long. After the CCP banned all Disney films in China, the company lobbied hard to regain access. The CEO apologized for Kundun, calling it a “stupid mistake.”[19] Disney then began courting the PRC to open a $5.5 billion theme park in Shanghai. As part of that deal, Disney agreed to give Chinese government officials a role in management. Of the park’s 11,000 full-time employees, 300 are active members of the Communist Party. They reportedly display hammer-and-sickle insignia at their desks and attend Party lectures during business hours.

Like other American companies, Disney may eventually learn the hard way the cost of compromising its principles. Soon after Disney opened its park in Shanghai, a Chinese-owned theme park popped up a couple hundred miles away featuring characters that, according to news reports, looked suspiciously like Snow White and other Disney trademarks.
"


Thinking about doing something about HKDL and Shangai? Would be negligence to not explore it.

The idea that NSA has picked up on internal Disney deliberations via electronic snooping on CCP people and is going to leverage that in a domestic prosecution... that's actually illegal without jumping through an insane number of hoops. They won't burn that source/method over chasing Disney ffs. And if someone is so worried about their DMs that they deleted their account, post the handle so we can see for ourselves.

It won't take long for people to start figuring out the handle(s).
 

Sharon&Susan

Well-Known Member
Interesting. Seems probable, but I’ll still treat as a rumour.

As for those against Pro, I’m reminded of a situation from late 2018. An insider was sharing information about the final characters in the new Super Smash Bros game. He disappointingly claimed that there would only be two more characters, Ken and a Pokémon. We all flung hate at him; “You have no credibility! Banjo, Geno, Shadow and more will be in! You’re track record is shaky at best!”

Who did we get? Ken and a Pokémon. If something sounds disappointing or bad, it’s probably true.
I saw Chunky Kong as an assist trophy at E3.
 

TrainChasers

Well-Known Member
So I don't see anything in the news about Barr and a speech about Disney. Not doubting you, just looking for specifics in the media. I wonder why Trump - with everything else going on - would aim to hurt one of his country's strongest cultural institutions (unless he only wants it to be an anglo institution).

google is your friend :)

 
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