Yeah, I wouldn’t worry too much about Comcast. It’s a non-event. Trian bought a 0.4% stake in Comcast. Brian Roberts owns 33% and is the CEO. Not a real good shot that an activist makes him do anything he doesn’t want to do. The obvious play would be to spin off NBCUniversal into a separate business from the Cable company with Universal theme parks, movie studio and various networks all sucking wind due to Covid, but Roberts has a long term plan with NBCUniversal so I doubt he gets forced to do anything. DIS has a similar market cap to Comcast so it would take several billion just to get to a 1% stake which hardly moves the needle. Same as Comcast, TWDC has a long term plan that involves synergies between movies, theme parks and TV/streaming service. It also makes no sense to sell the theme parks in the next 6 months when they are at their lowest value. Nobody is paying a premium for a business that’s crippled from Covid.That assumes investors (especially activist ones) don't push Disney to spin-off the parks division within 6 months.
Don't believe me? Comcast is being taken over by an activist as we speak.
Do you have a link for that?Now that surface transmission is not as much of a concern as it has been.
Do you have a link for that?
That’s from May. We’re better educated now.
Not "underplaying" or whatever you are accusing me of, just sharing that CDC and pretty much every other scientific source state that virus transmission from surface contact is an unlikely. That is a fact. Seriously these attacks on me are getting old.That’s from May. We’re better educated now.
Even back then it was very much a concern. Just not as bad as coming out the mouth. Your attempts to underplay the severity of the situation continues to fall flat.
Or did I just imagine 2000 hand sanitisers in DLP last week?
Yeah, I wouldn’t worry too much about Comcast. It’s a non-event. Trian bought a 0.4% stake in Comcast. Brian Roberts owns 33% and is the CEO. Not a real good shot that an activist makes him do anything he doesn’t want to do. The obvious play would be to spin off NBCUniversal into a separate business from the Cable company with Universal theme parks, movie studio and various networks all sucking wind due to Covid, but Roberts has a long term plan with NBCUniversal so I doubt he gets forced to do anything. DIS has a similar market cap to Comcast so it would take several billion just to get to a 1% stake which hardly moves the needle. Same as Comcast, TWDC has a long term plan that involves synergies between movies, theme parks and TV/streaming service. It also makes no sense to sell the theme parks in the next 6 months when they are at their lowest value. Nobody is paying a premium for a business that’s crippled from Covid.
It happens all the time. I’m not debating that. Just saying that it’s unlikely for TWDC and virtually impossible for Comcast. Just because it happens to some companies doesn‘t mean it automatically happens to all of them.AT&T had a long term plan with DIRECTV and WarnerMedia but now investors and Elliott Management might force them to sell off one of them within a few months or so.
Not "underplaying" or whatever you are accusing me of, just sharing that CDC and pretty much every other scientific source state that virus transmission from surface contact is an unlikely. That is a fact. Seriously these attacks on me are getting old.
Also Universal, no doubt is wiping the scanner after every use, as will Disney if they decide to resume the use of their scanners.
You sound so American there...Ain’t that the truth.
That you are more likely to become infected from droplets does not make it unlikely that you will contract the virus from a surface, so your "therefore" is completely untrue. Contracting the virus from a surface is highly dependent on a number of factors, not the least of which are how much active virus is present on the surface as well as how much enters your body.Yes aware of the page and quote as I linked it. It is likely you get it from droplets , aerosol spread etc. therefore unlikely to get it from surface contamination but possible of course.
Not like I am making it up, from my second link "It is theoretically possible, but highly unlikely, says Dean Blumberg, MD, chief of pediatric infectious diseases at UC Davis Children's Hospital. "You'd need a unique sequence of events,"
No need to discuss that, because that is not the point. The CDC link and others speak for themselves.
Makes sense. So far the vast majority of observations of Disney Springs I have seen are positive. They seem to have a solid system and enough staff on hand to make it work really well. The only major expense from this for Disney is another hour of labor for common areas and extra hour of buses for the resorts. It’s a low cost way to provide a little more to do, especially with the parks closed at night.Disney has now extended Disney Springs weekend closing times from 10pm to 11pm for the remainder of the year.
I’m sure they will be back eventually when deemed safe. That’s an upcharge for Disney.Looks like Minnie Vans were part off the layoffs, hope they come back as they were nice albeit a bit pricey.
Some park capacities have been raised. I’ll say by around 10% of their earlier caps more or less.
DHS is not one of them.
There is going to be a graveyard of Minnie Vans parked some place away. Better disconnect the batteries.Looks like Minnie Vans were part off the layoffs, hope they come back as they were nice albeit a bit pricey.
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