The Rebooted "Keep Hope Alive" (that the rights can revert back to Marvel) Thread - - - - - - - - - Part 18

[DyfeddRex]

I can understand why Comcast wants a cash only deal. Their news outlets are polar opposites to the Murdochs' FoxNews, and they want to keep the conservative bias away from their offering of MSNBC, to prevent any regulatory scrutiny on that angle, as the news portions are not part of the deal.

But, that would put Comcast into a bigger tight spot, being a landline (cable) based ISP/Cable service provider owning more. All that Disney wants is overseas, not US, so not as big a deal, as they have no delivery system so far over there, or here.

 

[Tymminator]

It would have sucked for Fox to have broken their deal with Disney, pay the 1.4B to Disney, decide to go with Comcast and either have it where the Courts vote to not approve the Time-Warner/ATT deal, or for whatever reason the ATT/Time-Warner thing eventually goes so Comcast/Fox deal goes a little bit further and then for whatever reason the Courts do not approve their Comcast/Fox deal, so then they would have blown a pretty sure thing with Disney for nothing.

 

[DyfeddRex]

Something is better than nothing.

My bet is that if Fox breaks the deal to court KomQuack, the Vixen Tribe will have to hand over the 4 Rights, instead of cash. Disney will make Hard Lemonade from those Lemons somehow, and making that kind of deal would be something Iger might pull off at the last second if the Murdoch shareholders rebel on him for cash.

 

[DyfeddRex]

Raven, has this "hypothetical female Fox shareholder" gotten back to you yet on my offer for her votes this summer? Do I need to skip a new bed and invest instead in more, higher quality chocolate and fine booze (my bottles of scotch and Evan Williams single barrel could be offered up, I suppose, but not my rum, it disappears fast enough as it is).

If she needs more, guys I'll need other bidders in this bribery attempt.

 

[Tymminator]

Something is better than nothing.

My bet is that if Fox breaks the deal to court KomQuack, the Vixen Tribe will have to hand over the 4 Rights, instead of cash. Disney will make Hard Lemonade from those Lemons somehow, and making that kind of deal would be something Iger might pull off at the last second if the Murdoch shareholders rebel on him for cash.

If I was Iger, as sign of good faith since it was after lots of negotiations and coming to an agreement that I was going to aquire Fox, I would have worked in besides the 1.4B I would also gain the Star Wars and Marvel stuff if the deal was later broken by the Fox side, as the way I see it that should not even be an issue if it were strongly assumed we are going to deal.

 

[Silvermoth]

I reckon...

Fox owns some of marvel
Disney owns marvel
Disney tries to own fox
Comcast owns fox
Disney owns Comcast

 

[Orba]

I can understand why Comcast wants a cash only deal. Their news outlets are polar opposites to the Murdochs' FoxNews, and they want to keep the conservative bias away from their offering of MSNBC, to prevent any regulatory scrutiny on that angle, as the news portions are not part of the deal.

But, that would put Comcast into a bigger tight spot, being a landline (cable) based ISP/Cable service provider owning more. All that Disney wants is overseas, not US, so not as big a deal, as they have no delivery system so far over there, or here.

Its not just that they want to do a cash offer, its that their stock is not that great. Since everything started Comcast's stock value has gone down due to shareholder concerns over the debt levels Comcast is looking to take on. They would be taking on debt of $164 billion, their leverage-to-cash-flow ratio that Moody's put at 2.7 currently would rise to 4.1. Its why Moody's have just announced that they are putting Comcast's long term debt rating under review following the announcement yesterday.

 

[ironwez20]

Looking at that dark Phoenix poster it looks like Disney already has it. Xmen isn’t on the poster just a vague looking x

 

[DyfeddRex]

Looking at that dark Phoenix poster it looks like Disney already has it. Xmen isn’t on the poster just a vague looking x

A very symbolic one, though.

Eternity, give me the hope I need, break that left leg off that Avengers "A", and leave the circle.

As to that debt to flow ratio, do we dare say "Junk Bond Status" if they try it?

 

[Willie Lumpkin]

Because of the tax implications.

Because of the breakup fee.

Because of how far along the Disney approval already is.

Because Comcast is more likely to face regulatory hurdles.

Because of the potential upside of owning Disney Stock once they have all these new assets.

Because Comcast has to borrow the cash they'll be offering (and to our knowledge hasn't even secured the $60 billion yet).

Because of powerful voting blocks within Fox that strongly prefer a Disney deal.

Because Disney has the will and resources to top anything Comcast can offer.

etc. etc. etc.



... I honestly don't understand why people seem to be paying so much attention to Comcast's noise.

We haven't heard anything in the past week that we didn't already know or suspect. And just look at Comcast's stock. The high point for the stock was just before they announced they would be making a bid. Nobody's buying up Comcast stock with the idea this is a good thing.

It's a sad hail-Mary from a company that is about to be left out in the cold holding their d***.

Disney's response will probably be very simple: "Here's an extra $5 billion cash on top of our previous offer." Because of the above factors that bid will easily beat a $60 billion cash offer from Comcast. And as Comcast scrambles to try to extend themselves even further and borrow more (as their stock falls), Disney will just be like:

 

[Willie Lumpkin]

And as for the Dark Phoenix poster, as soon as I saw it, I thought: "Here goes Kinberg with his Fant4stic crap again."

I honestly wonder if he chose the Dark Phoenix story just so he could use the X in that 'clever' way.

 

[DyfeddRex]

And as for the Dark Phoenix poster, as soon as I saw it, I thought: "Here goes Kinberg with his Fant4stic crap again."

I honestly wonder if he chose the Dark Phoenix story just so he could use the X in that 'clever' way.

I'm betting someone else came up with that idea.

Crud-tastic was a marketing nightmare, only clever part was the spicy dish at Denny's, and that was more the chain than the studio.

 

[DyfeddRex]

And, no, I still ain't seen that disaster. I'm waiting for the deal to seal before I give over bucks to it.

 

[DyfeddRex]

Because of the tax implications.

Because of the breakup fee.

Because of how far along the Disney approval already is.

Because Comcast is more likely to face regulatory hurdles.

Because of the potential upside of owning Disney Stock once they have all these new assets.

Because Comcast has to borrow the cash they'll be offering (and to our knowledge hasn't even secured the $60 billion yet).

Because of powerful voting blocks within Fox that strongly prefer a Disney deal.

Because Disney has the will and resources to top anything Comcast can offer.

etc. etc. etc.



... I honestly don't understand why people seem to be paying so much attention to Comcast's noise.

We haven't heard anything in the past week that we didn't already know or suspect. And just look at Comcast's stock. The high point for the stock was just before they announced they would be making a bid. Nobody's buying up Comcast stock with the idea this is a good thing.

It's a sad hail-Mary from a company that is about to be left out in the cold holding their d***.

Disney's response will probably be very simple: "Here's an extra $5 billion cash on top of our previous offer." Because of the above factors that bid will easily beat a $60 billion cash offer from Comcast. And as Comcast scrambles to try to extend themselves even further and borrow more (as their stock falls), Disney will just be like:

Except it will be more like against the Skull. Less blood, more fire in Shield-slinger's eyes.

 

[Zarex]

Because of the tax implications.

Because of the breakup fee.

Because of how far along the Disney approval already is.

Because Comcast is more likely to face regulatory hurdles.

Because of the potential upside of owning Disney Stock once they have all these new assets.

Because Comcast has to borrow the cash they'll be offering (and to our knowledge hasn't even secured the $60 billion yet).

Because of powerful voting blocks within Fox that strongly prefer a Disney deal.

Because Disney has the will and resources to top anything Comcast can offer.

etc. etc. etc.



... I honestly don't understand why people seem to be paying so much attention to Comcast's noise.

We haven't heard anything in the past week that we didn't already know or suspect. And just look at Comcast's stock. The high point for the stock was just before they announced they would be making a bid. Nobody's buying up Comcast stock with the idea this is a good thing.

It's a sad hail-Mary from a company that is about to be left out in the cold holding their d***.

Disney's response will probably be very simple: "Here's an extra $5 billion cash on top of our previous offer." Because of the above factors that bid will easily beat a $60 billion cash offer from Comcast. And as Comcast scrambles to try to extend themselves even further and borrow more (as their stock falls), Disney will just be like:

Though I agree with this assessment, there remains the possibility that Roberts' ego will rule out over his fiduciary responsibilities to his shareholders, leaving him to make an insane offer that Iger is unwilling to match. The fact that Robert's has threatened an offer without actually putting his cards on the table leads me to believe he would be happy to p*** in Iger and Murdoch's celebration and just come away with Sky, but we shall see.

 

[Willie Lumpkin]

Though I agree with this assessment, there remains the possibility that Roberts' ego will rule out over his fiduciary responsibilities to his shareholders, leaving him to make an insane offer that Iger is unwilling to match. The fact that Robert's has threatened an offer without actually putting his cards on the table leads me to believe he would be happy to p*** in Iger and Murdoch's celebration and just come away with Sky, but we shall see.

True, but the good news there is he has to borrow the money. Nobody's going to lend him $100 billion. (and this is a point I keep making - as far as we know, nobody has even agreed to lend the $60 billion. It's easy to spend money you don't have. Heck, I'll buy Fox for $60 billion if somebody's willing to lend me the money to do it).

 

[Willie Lumpkin]

And my statement above is probably as big in terms of 'News' as Comcast's recent announcements.

BREAKING - A third party has thrown their hat into the Disney/Comcast bidding war. Willie Lumpkin says he will also make a cash offer for Fox.

 

[DyfeddRex]

And my statement above is probably as big in terms of 'News' as Comcast's recent announcements.

BREAKING - A third party has thrown their hat into the Disney/Comcast bidding war. Willie Lumpkin says he will also make a cash offer for Fox.

Update: The Third Local Piggy-Bank of Dyfedd Rex confirms it is loaning all $2 it has, barring arrival of a certain evil paper-boy, to the 3rd Party of Willie Lumpkin to stage the Fox take-over. :P

 

[Willie Lumpkin]

Update: The Third Local Piggy-Bank of Dyfedd Rex confirms it is loaning all $2 it has, barring arrival of a certain evil paper-boy, to the 3rd Party of Willie Lumpkin to stage the Fox take-over. :P

 

[DyfeddRex]

The bulk of my funds is already committed to swinging a "hypothetical female fox-stock holder". There might be more, unless that one takes all my money for chocolate bribes.

 

[Spider-Sonic]

Everybody in this thread is so pro Disney lol.

So I have to wonder, if the fate of a few Marvel properties didn't hang in the balance with this deal, would everyone still be pro Disney? Or be angry about the even bigger monopoly that Disney and to a lesser extent Comcast will have in the industry?

I think Fox and Comcast are both terrible companies, and neither of them have our best interest in mind. Even Disney is pretty awful, and they already own too much as it is.

 

[Zarex]

Everybody in this thread is so pro Disney lol.

Whoulda thunk that folks posting on a rights reversion thread on Superhero Hype would be for that thing happening? Crazy!

So I have to wonder, if the fate of a few Marvel properties didn't hang in the balance with this deal, would everyone still be pro Disney? Or be angry about the even bigger monopoly that Disney and to a lesser extent Comcast will have in the industry?
I think Fox and Comcast are both terrible companies, and neither of them have our best interest in mind. Even Disney is pretty awful, and they already own too much as it is.

Neither a Disney-Fox or Comcast-Fox combination would represent a media monopoly. Both of those entities would be comparable in market cap to the combined AT&T-Time Warner combo and dwarfed by most of the FAANG companies. Who are all investing billions in TV and film production. Both Disney and FOX are just trying to stay in the game with their much richer high tech competition.

 

[Iceman]

Everybody in this thread is so pro Disney lol.

So I have to wonder, if the fate of a few Marvel properties didn't hang in the balance with this deal, would everyone still be pro Disney? Or be angry about the even bigger monopoly that Disney and to a lesser extent Comcast will have in the industry?

I think Fox and Comcast are both terrible companies, and neither of them have our best interest in mind. Even Disney is pretty awful, and they already own too much as it is.

Companies are out to make money. That is their reason for existing. Of course they don't have our best interests in mind, unless doing so itself helps them make money. t:

I don't think people are necessarily pro-Disney (many were against them buying Marvel in the first place for fear of what they might do to them). Takeovers and asset purchases are always going to happen in the corporate landscape when it suits those companies. It's outside of our control and we rarely know the full implications being so far removed from the dealings of these complex multinationals. I think fans are only going to think about something that might benefit them in the fallout. It's not like there is a huge anti-monopoly thread for other mergers that are happening so it works both ways.

 

[Detective Conan]

Everybody in this thread is so pro Disney lol.

So I have to wonder, if the fate of a few Marvel properties didn't hang in the balance with this deal, would everyone still be pro Disney? Or be angry about the even bigger monopoly that Disney and to a lesser extent Comcast will have in the industry?

I think Fox and Comcast are both terrible companies, and neither of them have our best interest in mind. Even Disney is pretty awful, and they already own too much as it is.

Not really. I only care about the Marvel properties(especially the Fantastic Four) coming back home to Marvel Studios. Disney may own Marvel Studios but they mostly leave Marvel alone as it is and just distributes the films. I'm very critical of Disney and a lot of their practices like blacklisting certain journalists who criticize them and threatening to pull their movies out of theater chains if they don't get their way but this thread is primarily about the Marvel rights and whether they'll whether or not they can return back to Marvel proper not really about quality and standards of large corporations like Disney.

 

[Kuwolski]

And we see today that Netflix's market cap just eclipsed Disney's...So there is the future that Disney is attempting to transition into. Getting Fox would be a major leap forward in eventually competing toe-to-toe with FAANG.