BagOfGroceries
Well-Known Member
The second time was Revenge of the IkeIt never made it to an actual attempt because Peltz backed off.
Proxy Wars 1: The Peltz Awakens
Proxy Wars 2: The Last Peltz
Proxy Wars 3: The Rise of Peltz
The second time was Revenge of the IkeIt never made it to an actual attempt because Peltz backed off.
Proxy Wars 1: The Peltz Awakens
Proxy Wars 2: The Last Peltz
Proxy Wars 3: The Rise of Peltz
Right, but still looking for the same things.It never made it to an actual attempt because Peltz backed off.
Proxy Wars 1: The Peltz Awakens
Proxy Wars 2: The Last Peltz
Proxy Wars 3: The Rise of Peltz
Is this the part where we are saying they have to spend $60 bil and $17 on wdw or the sec arrests Bob like Charlie sheen in Wall Street?Unless you have an example of them not delivering on CapEx numbers they have promised (again, excluding COVID), then you're making a point that doesn't exist.
incorrect. Last year was a threat that was not pursued. They ran no other candidates. Bob bought him off with the dividend announcement.This already is the second time.
A perfect commentary on your ceo…It never made it to an actual attempt because Peltz backed off.
Proxy Wars 1: The Peltz Awakens
Proxy Wars 2: The Last Peltz
Proxy Wars 3: The Rise of Peltz
I agree, it’s back to the dreary short-mid term prospects for the company in 2024 and 2025z. Short of announcing a successor to Bob or some gimmicks to boost the stock price, there is nothing there. Wall Street won’t care about TBA or Encanto Land or Toy Story 7.
Reuters is now calling it: Trian and Blackwells won't be getting any Disney board seats. Iger wins.
That's it, ladies and gentlemen. You may go to bed now.
I’m talking about reflections, not the cabins.I know there’s been a running debate and I’ve bit my tongue
But you can’t make excuses for this one. It’s not dvc. It’s a prefabed trailer park (as in these are being built in a factory and rolled off) with no amenities.
It’s a bloated points pig. Another in a shocking streak of things to pump up numbers while the parks investments needed to maintain dvc value are not being done.
They continue to push it in a direction that cheapens it
And with that…this one is put to rest…
Oh that?I’m talking about reflections, not the cabins.
This has all been mentioned many times. Those who post as if it hadn't.... IDK. Maybe facts don't matter to some people.
In the most rudimentary sense…he got what he wanted both timesRight, but still looking for the same things.
She can sell out Madison Square Garden , Iger probably cannot.
Here’s the thing folks don’t like to talk about - the situation is compounded by failures on the part of Imagineering. There are fundamental problems with many new Disney World additions - GotG, RotR, Smugglers, Mermaid, the France expansion, Avengers Campus, River Journey - at the design level. These are attractions that had a lot of money poured into them by management but still have basic issues with writing, staging, decor, and other very basic elements of design.So, let's go over this again... why hasn't Disney been investing in the parks?
1. They have. But not at the rate you're satisfied with. Ratatouille, GotG, park entrance infrasctructure, resorts, etc... have been taking place. Also, Disney parks are international, and the international parks have been all getting upgrades and new (mini-)lands.
2. Disney has not be investing as quickly as you like because they couldn't. They were strapped for cash. Why? Because a huge chunk of their profits were from advertising on linear TV/Cable. And that was going to disappear in the Great Cord Cutting. So, they pivoted to streaming. And that became the top priority. More so than the parks or films. If they didn't pivot to streaming, then Disney would have been in a situation of market and stock collapse and ripe for picking by a hostile takeover.
3. Why didn't Disney have the cash?
a) All that investing in infrastructure for streamingb) All the content for streaming (while still pumping out content for TV and theaters)c) Buying Fox... as part of the streaming strategy to have more content and adult award-winning contentd) Buying out Hulu... as part of the streaming straegye) COVID -- For two years, instead of generating $6-12B a year in profit, Disney basically broke even. That's about $20B of expected *profit* that did *not* appear. Think of what Disney could have done with $20B if not for the pandemic.4. Things will change.
a) all the international park are back to being fully openb) streaming will stop being a net loss by the end of this fiscal yearc) no more big purchases like Fox or Hulu, plus, Disney gets to keep all of Hulu profit, which is a 50% increased) plans are in place to recover from the Great Cord Cutting, such as ESPN going to streaming and the joint venture sports streamere) The $17B for WDW is already coming about with the prep work happening in DAK. And the $60B will be spent (as mentioned above, Disney has committed themselves to Anaheim to spend on the new DLR expansion).
This has all been mentioned many times. Those who post as if it hadn't.... IDK. Maybe facts don't matter to some people.
Attraction’s of the scale built by Disney and even Universal take about four to five years. That’s just where things are at in the world. It’s also not really something the board should be addressing as they have no actual knowledge of the issues involved. Stuff like Mission: Breakout! and other quick rethemes are the direct result of ignorant demands to just do things faster and cheaper without any understanding of the deeper structural issues at play with Disney’s bureaucracy.Taking half a decade to finish a ride.
The hotel at the Disneyland Resort was specifically tied to Anaheim’s luxury hotel incentives.Hotel at DL, DVC at the campground, Mary Poppins at Epcot, SSE refresh at Epcot, E ticket at Avengers Campus…
It wasn’t a swap. A DVC tower at the Polynesian Village had been in development for awhile. Here is a post with a rendering done for the project.I disagree, I’d take the DVC at the campground over the budget Poly DVC they replaced it with in a heartbeat, the Mary Poppins area looked charming and a great use of a small unused space, SSE desperately needs a refresh… I just remembered the play pavilion, which they also cancelled so the big building that’s been unused for a decade remains an empty building. Woohoo.
(Whispering) I actually think the Mission: Breakout overlay is one of the better jobs Imagineering has done on a project in recent memory.Attraction’s of the scale built by Disney and even Universal take about four to five years. That’s just where things are at in the world. It’s also not really something the board should be addressing as they have no actual knowledge of the issues involved. Stuff like Mission: Breakout! and other quick rethemes are the direct result of ignorant demands to just do things faster and cheaper without any understanding of the deeper structural issues at play with Disney’s bureaucracy.
The hotel at the Disneyland Resort was specifically tied to Anaheim’s luxury hotel incentives.
It wasn’t a swap. A DVC tower at the Polynesian Village had been in development for awhile. Here is a post with a rendering done for the project.
News - Refurbishment coming soon to Disney's Polynesian Village Resort - Moana details to be included
The concept art looks good to me!forums.wdwmagic.com
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