Stripes
Well-Known Member
Arbitrary. Just to demonstrate in a simple manner how buybacks affect the stock price according to basic economic theory.
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What's Still On and What's Now Off
- Thread starter WDW Pro
- Start date
Dad 2 M & M
Well-Known Member
Got it......looked like the classical short term "graph"
wishiwere@wdw
Well-Known Member
Thanks for your bravery jumping in here with this lol. It’s appreciated. Being that this gets extremely close with what I had heard quite a few days ago (which freaks me out even more), I’m curious if you are also hearing that the intention is for cast to start reporting on the 18th with a planned phased opening on the 20th? I’m honestly still not sure I believe it with how messed up things just got here in Orange County but I guess anything is possible.
RememberWhen
Well-Known Member
Same for my trip in July. First half of the month crowd predictions jumped up by a couple points most days. But there’s really no way to predict what’s going to happen. We don’t have a definite re-opening date. We don’t know what will be open. Limbo isn’t a fun place to be.
They have an explainer:
Crowd Calendar and Coronavirus | TouringPlans.com Blog
There was an error in the update that was published March 23, at 1 pm. A second update was published at 9:40 pm to corre
touringplans.com
Disney insulated themselves from some of the damage by going after the higher margin guest, many of which may not be affected by current events. But also the ability to return an investment will be the criteria for what goes and what stays. That's why I was surprised by the axing of the DVC and SW Hotel. Festival Center, Play pavilion, and Mary Poppins aren't going to be big money makers so their cutback doesn't surprise me.
@lentesta we're talking about you, any insights?
ToTBellHop
Well-Known Member
Ok, let’s unpack the deets from the guy who is certain Covid-19 is a biological weapon from China.
1) yes, the parks will reopen like that. I said so a week ago
2) there are no serious discussions of “abandoning” GotG. Give me a break. Delay a quarter? Sure
3) Epcot will get “finished”, but projects on the fringes could get delayed a bit, like Play. The spine must be finished and will be
4) no indoor shows, dining cuts, remove buffets, add BGs to more rides, cut face characters—all true, like I said a week ago
5) not opening all four parks would be news to me
6) rooms will be pulled at resorts to help in distancing and “clean what we are using”
7) thermal scanners under consideration but serious concerns—this ain’t China. In the USA, they struggle to get people to stop bringing guns in!
8) wiping vehicles isn’t as bad as you’d think for capacity. They better start hoarding Clorox wipes now...
1) yes, the parks will reopen like that. I said so a week ago
2) there are no serious discussions of “abandoning” GotG. Give me a break. Delay a quarter? Sure
3) Epcot will get “finished”, but projects on the fringes could get delayed a bit, like Play. The spine must be finished and will be
4) no indoor shows, dining cuts, remove buffets, add BGs to more rides, cut face characters—all true, like I said a week ago
5) not opening all four parks would be news to me
6) rooms will be pulled at resorts to help in distancing and “clean what we are using”
7) thermal scanners under consideration but serious concerns—this ain’t China. In the USA, they struggle to get people to stop bringing guns in!
8) wiping vehicles isn’t as bad as you’d think for capacity. They better start hoarding Clorox wipes now...
Rteetz
Well-Known Member
Which is why I would be hesitant to believe they are cut for good. Things are rapidly changing in this environment.
Which is why I have serious doubts about the OP's information and the use of the term "abandoned"
My friend is a veterinarian and was just laid off. It’s hitting a LOT of sectors.
GhostHost1000
Premium Member
Supposed to be at bay lake May 31st for a 10 day trip. I’m reconsidering this now as I have another trip booked in October already and my APs have yet to be activated yet
el_super
Well-Known Member
Disney is usually pretty thorough with their disaster planning. I suppose they could be planning a worst case scenario where construction resources are not available for months... But yeah this whole thing doesn't sound right.
davis_unoxx
Well-Known Member
Think about how good this is that we had Avatar, toy story, Star Wars, Mickey ride all done. And Ratatouille, Guardians, and Tron close to completion. If this happened a few years ago it would be much different....
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ToTBellHop
Well-Known Member
Yes. Now if they stay closed into summer, all bets are off. Parks being closed, ESPN showing rock skipping competitions, and summer blockbusters being delayed will compound the issue.
I appreciate the positive. Just think of what would happened if all of these changes would have come in the last ten years as they should have rather than the last four. We could have been fitting a few more E tickets in there.
el_super
Well-Known Member
If they get delayed into the summer you will probably end up seeing a lot of #ThanksOrlando on WeChat.
I could see operational items, shows, maintenance, and other stuff that TDO would have direct control being gutted without a second thought. But What is being talked about are big number CAPEX projects. These are things that have profound financial and also to an extent legal implications for TWDC. And for within the span of two weeks say they are being abandoned just doesn't pass the smell test. It may be that this could be part of the "Oh $h!t" list, but canceling projects this big would need to go to the very top of the company and I don't think these decisions would have been made this quickly, especially with a new CEO and all the organizational changes that have been made. (But then I remind myself that Chapek is an idiot). Sorry @realBobChapek.