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

[Kuwolski]

Yeah, what has become crystal clear in all of this is the fact that having a market cap the size of FAANG allows you to define and redefine what you are. Basically you can do and be whatever you want to. Look at Amazon and Google. Being the biggest entertainment company in the world is no longer enough, you need to step out of your comfort zone and redefine what the brand is.

 

[Silvermoth]

I wonder, is it possible to buy the FF and the xmen off comcast if the deal doesn’t work? It’s not what we want but maybe Comcast are nicer than fox was

 

[Zarex]

I wonder, is it possible to buy the FF and the xmen off comcast if the deal doesn’t work? It’s not what we want but maybe Comcast are nicer than fox was

If FOX directors accept the Comcast bid they will owe the Mouse a 1.52B breakup fee. It would make sense for the deal to be done in character rights given Kabletown's mammoth debt burden if the cash offer were to be accepted.

 

[Detective Conan]

If FOX directors accept the Comcast bid they will owe the Mouse a 1.52B breakup fee. It would make sense for the deal to be done in character rights given Kabletown's mammoth debt burden if the cash offer were to be accepted.

How likely is it that the Fox shareholders will accept Comcast's all-cash bid?

 

[Spiderine]

If Universal or Sony or Fox had the MCU characters in their library, they wouldn't know what to do with them and would still make a pig's ear out of the movies.

They would basically be WB. What these big movie studios fail to realize is that the Marvel method is such a success because its Marvel Studios that makes these films. Its the only reason for them existing and primary focus on those projects. And none of them have a Kevin Fiege who understands the game on how to make and improve the product.

 

[Zarex]

How likely is it that the Fox shareholders will accept Comcast's all-cash bid?

I don't think it's all that likely. The tax implications are a huge problem for long term shareholders, including the Murdochs. And a bid much larger than the 60B that was floated could send Comcast stock even lower. My gut is telling me that Comcast will walk away with Sky and declare victory, but we shall see.

 

[Xeno]

I don't think it's all that likely. The tax implications are a huge problem for long term shareholders, including the Murdochs. And a bid much larger than the 60B that was floated could send Comcast stock even lower. My gut is telling me that Comcast will walk away with Sky and declare victory, but we shall see.

I feel that there's a good chance that Comcast is just effing around trying to force Disney to pay more for Fox in order to weaken and/or punish their rival. It's petty but the perps who run Comcast aren't above that. Prising Sky out of Disney's grasp is also a major goal.

Before looking at the market cap chart, I had assumed that Comcast was far wealthier than Disney but that isn't so. Taking on another massive pile of debt so soon after swallowing NBC/Universal could be more than Comcast bargained for.

 

[Willie Lumpkin]

With all factors considered, I think $60 billion is right on the edge of where it needs to be. Some might prefer the Comcast offer, but many will still go with Disney.

But IF Comcast makes a $60 billion offer, and IF a significant number of shareholders are leaning that way, Disney will increase their offer. So the question isn’t: “Will shareholders prefer a $60 billion Comcast offer?” But rather “Will shareholdees prefer Comcast’s final offer to Disney’s final offer?”

 

[Dasher10]

With all factors considered, I think $60 billion is right on the edge of where it needs to be. Some might prefer the Comcast offer, but many will still go with Disney.

But IF Comcast makes a $60 billion offer, and IF a significant number of shareholders are leaning that way, Disney will increase their offer. So the question isn’t: “Will shareholders prefer a $60 billion Comcast offer?” But rather “Will shareholdees prefer Comcast’s final offer to Disney’s final offer?”

There's no way that Disney won't rise their bid. Die Hard is a classic Christmas movie and overdue for a reboot series and Aliens vs Predator generates millions in merch revenue even when there's no film that year. That and the rights to the X-Men, Fantastic Four and all related spin-offs (Alpha Flight, Wolverine, Silver Surfer, Deadpool, Doctor Doom, Gambit, X-Force, X-Factor, X-Statix, New Mutants, Generation X and Cable). That plus Blue Sky Studios which would fit in with Walt Disney Animation and Pixar and Fox's back catalog of Don Bluth films would as well. Add control of Hulu and you have a perfect portfolio for Disney.

 

[ImSGirl95]

No, please no DIE HARD reboot series.

 

[Iceman]

There's no way that Disney won't rise their bid. Die Hard is a classic Christmas movie and overdue for a reboot series and Aliens vs Predator generates millions in merch revenue even when there's no film that year. That and the rights to the X-Men, Fantastic Four and all related spin-offs (Alpha Flight, Wolverine, Silver Surfer, Deadpool, Doctor Doom, Gambit, X-Force, X-Factor, X-Statix, New Mutants, Generation X and Cable). That plus Blue Sky Studios which would fit in with Walt Disney Animation and Pixar and Fox's back catalog of Don Bluth films would as well. Add control of Hulu and you have a perfect portfolio for Disney.

A lot of the properties are worth more to Disney than anyone else so they can bid higher for those specific properties than it would make sense for others to.

 

[Dark Raven]

There's no way that Disney won't rise their bid. Die Hard is a classic Christmas movie and overdue for a reboot series and Aliens vs Predator generates millions in merch revenue even when there's no film that year. That and the rights to the X-Men, Fantastic Four and all related spin-offs (Alpha Flight, Wolverine, Silver Surfer, Deadpool, Doctor Doom, Gambit, X-Force, X-Factor, X-Statix, New Mutants, Generation X and Cable). That plus Blue Sky Studios which would fit in with Walt Disney Animation and Pixar and Fox's back catalog of Don Bluth films would as well. Add control of Hulu and you have a perfect portfolio for Disney.

Someone needs to remake Die Hard the way Bruce Willis remade Death Wish.

 

[ADollarADay]

ATT - Time Warner merger may be in trouble

https://nypost.com/2018/05/28/antitrust-professor-att-time-warner-merger-is-in-trouble/

Disney lines up financing in case Fox board demands cash: Sources

https://www.cnbc.com/2018/05/29/dis...g-in-case-fox-board-demands-cash-sources.html

 

[Detective Conan]

Solo’s failure might have prompted The Mouse to get more aggressive about getting Fox. I really can’t see the Mouse letting the original distribution rights to A New Hope go over to Comcast.

 

[MasterCat]

Solo’s failure might have prompted The Mouse to get more aggressive about getting Fox. I really can’t see the Mouse letting the original distribution rights to A New Hope go over to Comcast.

That seems like a very minor thing in context.
Solo's performance doesn't change the value of ANH Blu-Rays or streaming rights. I'd see the Solo flop more as increasing the perceived value of Avatar so they have something other than the MCU to attempt to breach $2 billion with when Star Wars production goes on hiatus.

 

[Big Bang]

That seems like a very minor thing in context.
Solo's performance doesn't change the value of ANH Blu-Rays or streaming rights. I'd see the Solo flop more as increasing the perceived value of Avatar so they have something other than the MCU to attempt to breach $2 billion with when Star Wars production goes on hiatus.

Indeed. The depth of the Fox assets provides Disney with further product diversification so they aren't over reliant on the MCU. It will also help provide breathing room for LucasFilm to right itself. Overall Fox needs to be looked at as a gestalt rather than focusing on any individual pieces.

ATT - Time Warner merger may be in trouble

https://nypost.com/2018/05/28/antitrust-professor-att-time-warner-merger-is-in-trouble/

I think another important question to consider (if he is right). If the deal gets shot down, will the DOJ take another look at Comcast's acquisition of NBCUniversal?

2 more weeks until decision day.

Disney lines up financing in case Fox board demands cash: Sources

https://www.cnbc.com/2018/05/29/dis...g-in-case-fox-board-demands-cash-sources.html

Iger has got this.

 

[ADollarADay]

Indeed. The depth of the Fox assets provides Disney with further product diversification so they aren't over reliant on the MCU. It will also help provide breathing room for LucasFilm to right itself. Overall Fox needs to be looked at as a gestalt rather than focusing on any individual pieces.

Way OT, but I don't think LF will right itself under Kathleen Kennedy. She has had an illustrious career, but her leadership is pushing divisiveness among the fans. I don't want to get in detail about it here as it is OT, but we have had a brief exchange about it.

I hope EpIX starts righting the ship, but we'll see.

I think another important question to consider (if he is right). If the deal gets shot down, will the DOJ take another look at Comcast's acquisition of NBCUniversal?

2 more weeks until decision day.

Iger has got this.

I think Roberts will up his bid on a Disney counteroffer though. It remains to be seen. Also, the losing side on Judge Leon's verdict can appeal. It'll be an interesting next couple of weeks nevertheless.

 

[MasterCat]

Way OT, but I don't think LF will right itself under Kathleen Kennedy. She has had an illustrious career, but her leadership is pushing divisiveness among the fans. I don't want to get in detail about it here as it is OT, but we have had a brief exchange about it.

I hope EpIX starts righting the ship, but we'll see.



I think Roberts will up his bid on a Disney counteroffer though. It remains to be seen. Also, the losing side on Judge Leon's verdict can appeal. It'll be an interesting next couple of weeks nevertheless.

If creditors are willing to loan Disney as much money as Comcast, Iger can hypothetically bid Comcast's+$52 billion in stock. He may not want to, and there could be an internal rebellion if he did, but...

 

[Detective Conan]

Way OT, but I don't think LF will right itself under Kathleen Kennedy. She has had an illustrious career, but her leadership is pushing divisiveness among the fans. I don't want to get in detail about it here as it is OT, but we have had a brief exchange about it. I hope EpIX starts righting the ship, but we'll see.

Episode IX has a huge mountain to climb now that TLJ prematurely threw away/wrapped up any lingering plot threads and setups, so we're going into the next movie with very little left unresolved(Kylo is the only thing left).

I think Roberts will up his bid on a Disney counteroffer though. It remains to be seen. Also, the losing side on Judge Leon's verdict can appeal. It'll be an interesting next couple of weeks nevertheless.

Perhaps, I think its almost a moot point since I still don't see how Disney doesn't come out the victor when its all said & done(not to mention the Disney is still far more favorable to regulators than Comcast). But yeah, we'll see. Roberts is known for being very aggressive and when he really wants something..he usually gets it.


June is going to be interesting.

 

[Kuwolski]

Way OT, but I don't think LF will right itself under Kathleen Kennedy. She has had an illustrious career, but her leadership is pushing divisiveness among the fans. I don't want to get in detail about it here as it is OT, but we have had a brief exchange about it.

Well said. I think she is smart enough to fix it, but simply from an optics point of view and giving the divided fandom A NEW HOPE moving forward, she'll likely be replaced.

 

[First Avenger]

ATT - Time Warner merger may be in trouble

https://nypost.com/2018/05/28/antitrust-professor-att-time-warner-merger-is-in-trouble/

Disney lines up financing in case Fox board demands cash: Sources

https://www.cnbc.com/2018/05/29/dis...g-in-case-fox-board-demands-cash-sources.html

Is the possible fail of the ATT WB deal good for our cause?

 

[wobbly]

Is the possible fail of the ATT WB deal good for our cause?

Yes. If it is blocked Comcast know they have pretty much zero chance of being allowed to buy out Fox.

From the outset of the rumors concerning Comcast wanting to outbid Disney it has always depended on them waiting to see if the AT&T/ Time Warner deal is allowed first.

 

[DyfeddRex]

For some reason, strangely enough, I just had to watch FFRoSS again today (insomniac day, for some reason, either stress at work, or the light-headedness of getting my spring shearing of the hippie mane), and I noted something.

They called Galactus the "Destroyer".

AoS, this year with that "Destroyer of Worlds" thing.

A4 title of Avengers: Forever being the closest.


I think there is a side deal, gang. Our First Family is home, and A4 we get them.

Four, not For..... Avengers:FourEver.


I'm probably wrong, but... Hope...

 

[DyfeddRex]

Oh, and that title is "too spoilery". Yeah....

Fangasm would rule and we'd have ignored the IW and letting it sink in if we know before then.

 

[Orba]

Is the possible fail of the ATT WB deal good for our cause?

Yup, one of the big issues with Comcast's bid is that there could be a lot of regulatory issues which wouldn't be expected with the Disney bid. If the Fox shareholders were to accept the Comcast bid they could find themselves waiting months, even years for an anti-trust lawsuit to go through only for the deal to be eventually blocked and get nothing. This is why he AT&T/Time Warner is being watched so closely as it could give as idea of the chances of a Comcast/Fox deal being allowed. If the AT&T/TW deal were to be blocked or if tough restrictions were set on it then it would give Disney a stronger negotiating position. Would Fox want to accept an offer they know might be blocked? Would Comcast be willing to accept tough restrictions on their current business in order to obtain Fox? Can Comcast really get into a true bidding war with Disney if no-one believes that their offers have any strength to them.


If the At&T/TW merger was blocked then even if Comcast tried to force up the price the Fox shareholders are unlikely to care, they will take Disney's offer and everyone here will celebrate.