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zg44's Recent Activity

  1. zg44 replied to the thread The FOX Acquisition Thread (Updated June 12).

    Endemol Shine, part-owned by Fox, has hired banks to seek a sale Fox's 50% of Endemol Shine is going to be sold as part of this sale....

    Jun 19, 2018 at 5:44 PM
  2. zg44 replied to the thread The FOX Acquisition Thread (Updated June 12).

    First Comcast and Disney have to bid on the Fox assets including the 39% of Sky. Then we may see a bidding war over the remainder of...

    Jun 19, 2018 at 3:02 PM
  3. zg44 replied to the thread The FOX Acquisition Thread (Updated June 12).

    There's 2 moving parts here: 1) Universal Resorts is the single fastest growing part of Comcast. It probably gets priority in funding...

    Jun 19, 2018 at 10:52 AM
  4. zg44 replied to the thread The FOX Acquisition Thread (Updated June 12).

    On Wednesday, Fox board will determine that the Comcast bid is superior. That starts the 5 day matching period (assume business days)....

    Jun 19, 2018 at 7:20 AM
  5. zg44 replied to the thread The FOX Acquisition Thread (Updated June 12).

    Comcast will have EBITDA in the $40bn range annually if they get the Fox assets. I think they can easily bring their total debt down to...

    Jun 18, 2018 at 9:04 PM
  6. zg44 liked shiekra38's post in the thread Universal Orlando Resort Expansion?.

    I think Nintendo is the HP of the new park

    Jun 16, 2018 at 4:56 PM
  7. zg44 liked Happytycho's post in the thread Universal Orlando Resort Expansion?.

    Here is an ms paint quality version of a possible layout concept. I think this has both parks around 100 acres, but they should probably...

    UOR_South_Concept.png Jun 15, 2018 at 9:29 PM
  8. zg44 replied to the thread The FOX Acquisition Thread (Updated June 12).

    The question is whether Disney needs to make a bigger offer before the Fox board meets. I'm not quite sure they have to and think it...

    Jun 15, 2018 at 6:43 PM
  9. zg44 replied to the thread Universal Orlando Resort Expansion?.

    Most theme park names are just bland names; that's fine. The key is to make sure they're easy to identify for the general public that...

    Jun 14, 2018 at 12:36 PM
  10. zg44 replied to the thread The FOX Acquisition Thread (Updated June 12).

    It's 2-fold. 1) The addressable market for the foreign assets is much faster growing and has a much higher ceiling (i.e. Sky has 90% of...

    Jun 14, 2018 at 8:11 AM
  11. zg44 replied to the thread The FOX Acquisition Thread (Updated June 12).

    I think they want to keep 50+% of Hulu if possible.

    Jun 13, 2018
  12. zg44 replied to the thread The FOX Acquisition Thread (Updated June 12).

    Comcast is willing to divest up to all of the Fox RSNs and part of Fox's Hulu stake to get the deal through. That tells you what's most...

    Jun 13, 2018
  13. zg44 liked Disneyhead's post in the thread Universal Orlando Resort Expansion?.

    Fantastic World was a parade-like performance in USJ in 2007.

    Jun 13, 2018
  14. zg44 replied to the thread The FOX Acquisition Thread (Updated June 12).

    Yeah, the way these types of bidding wars work is that the "original agreement" isn't actually broken and the payment for breaking the...

    Jun 13, 2018