The Rebooted "Keep Hope Alive" (that the rights can revert back to Marvel) Thread - - - - - - - - - - Part 19

[Willie Lumpkin]

Well, they always said 12 to 18 months, and 12 would be when?

Are we sure, if that fabled phone call is made in late November-early Dismember, that we might not have our first easter eggs and end credits faster than light travels? Like, A4, or even CM?


They want that 60th anniversary for FF...

If it actually closes by the end of the year (which is at least possible), they could include an after credits scene on almost any 2019 film.

All it takes to film a typical after-credits scene is a day or two with a small crew.

 

[Flint Marko]

That's all I hear whenever someone tries to play the "Disney would have never made Logan or Deadpool!" card... I. Don't. Care.

Not only that.... those people are wrong.

It's true that they'd never make a Logan, but you know who else isn't going to make a Logan any time soon? Fox. That was a once-in-a-lifetime movie that only happened to give Hugh Jackman a great swan song after nearly two decades of playing a character. That's two decades worth of clout he used to get that made, and it worked as well as it did because of how much of a connection we had to that character.

That isn't happening again any time soon, Fox or otherwise. You can tell with how much they apparently bungled New Mutants that they're still afraid of doing anything too risky.

And when it comes to Deadpool - Disney likes money. They like money a lot, and they like as much as possible. Deadpool brings in a lot of money for a relatively lower cost. So they ain't fixing what ain't broken.

 

[Zarex]

Teases I absolutely DO NOT want if Avengers 4 is still re-shooting when the rest of Marvel content becomes legal:
The Fantastic 4. Those characters should be cast by the eventual director.
Klunky fanservice about young teenagers starting to manifest superpowers.

Acceptable: Kang scanning the past for temporal anomalies and getting the events of the film.
A white-haired Al Pacino in a suit and purple cape saying hi to Wanda.

What about a battered spacecraft with flickering rights warping into our universe with the words "Future Foundation" on the hull?

 

[Willie Lumpkin]

That seems low. I don't see a tax-disadvantaged $41/share proposal beating a $38/share tax-neutral certainty.

Yeah, I'm not sure if that's enough to get shareholder's attention at this point. Delay everything and start all over for a less than 8% premium?

If true, it could mean Comcast is running out of steam and that's their last effort but they don't want to go above that.

 

[MasterCat]

What about a battered spacecraft with flickering rights warping into our universe with the words "Future Foundation" on the hull?

Acceptable, but worse than the other two because it doesn't tie into the characters we've been watching for the last three hours.

 

[Iceman]

That seems low. I don't see a tax-disadvantaged $41/share proposal beating a $38/share tax-neutral certainty.

It's not as aggressive as it could have been. Still a decent offer but if I wouldn't consider that a sufficient premium on top of the break up fee and the much higher certainty of the Disney offer getting past regulators now, as well as it being further along in the process.

 

[MrWayne]

 

[Willie Lumpkin]

The truth of that DOJ story could likely be the determining factor. If the DOJ is really ready to sign-off, I know I'd go with the Disney offer in that case rather than d***ing around with a slightly better offer from Comcast.

Iger probably knows if the DOJ really is that close, and that might be why he expressed so much confidence this morning.

 

[ADollarADay]

https://***********/SusanLiTV/statu...ement-soon-huge-ip-acquisition.936487/page-83

Winner may have to pay $50/share and we are talking about 90B+ before Fox's debt and everything else. Murdochs are making out like bandits regardless and the winner is overpaying for these assets.

I believe the recent CMCSA spike is because of this:

https://www.bloomberg.com/news/arti...o-near-u-s-approval-on-fox-in-blow-to-comcast

Investors do not want companies to go crazy here and these CEOs have enormous egos.

 

[TheVileOne]

I want the source of this. I don't believe it.

EDIT

Never mind found this:

https://www.foxbusiness.com/markets/21st-century-fox-accepts-disneys-higher-bid

 

[Spiderine]

So

All comcast really did here was swoop in and drive up the price?

 

[Iceman]

https://***********/SusanLiTV/statu...ement-soon-huge-ip-acquisition.936487/page-83

Winner may have to pay $50/share and we are talking about 90B+ before Fox's debt and everything else. Murdochs are making out like bandits regardless and the winner is overpaying for these assets.

I believe the recent CMCSA spike is because of this:

https://www.bloomberg.com/news/arti...ntent=tictoc&cmpid==socialflow-twitter-tictoc

Investors do not want companies to go crazy here and these CEOs have enormous egos.

I can't open that 2nd link. What does it say? Thanks.

 

[TheVileOne]

So

All comcast really did here was swoop in and drive up the price?

That's the way it appears on the surface.

 

[ADollarADay]

I can't open that 2nd link. What does it say? Thanks.

That's a broken link sorry. It just says the DOJ is close to approving Disney's take over of Fox. What was posted earlier in the thread.

 

[MrWayne]

So

All comcast really did here was swoop in and drive up the price?

Another day at the office LOL

 

[Zarex]

If you're Iger in this situation and Kabletown comes in at $41/share, don't you hold at $38 if the Justice Department approves the transaction? There's no need to be bidding up the price at that point.

 

[Iceman]

That's a broken link sorry. It just says the DOJ is close to approving Disney's take over of Fox. What was posted earlier in the thread.

Oh right, thanks.

I agree with what you said. CEO egos are contributing to an irrational situation while investors will be getting nervous about winning at an exorbitant price.

 

[Willie Lumpkin]

If you're Iger in this situation and Kabletown comes in at $41/share, don't you hold at $38 if the Justice Department approves the transaction? There's no need to be bidding up the price at that point.

I think you stand at the moment and await the DOJ and Fox board.

Comcast's first bid went to $65 billion vs. Disney's $52 billion. You can't ignore that. But if this report is correct, Comcast may be going to around $76 billion vs. Disney's $71 billion.

That's a lot easier to ignore, particularly if the Disney deal is close to being approved.

The Fox board could very easily and justifiably recommend a $71 billion Disney bid over a $76 billion Comcast bid.

BUT in that case, Comcast could still increase their bid.

 

[ADollarADay]

If you're Iger in this situation and Kabletown comes in at $41/share, don't you hold at $38 if the Justice Department approves the transaction? There's no need to be bidding up the price at that point.

There's nothing stopping Comcast from going to $43, $45 a share if Fox still prefers the $38/share bid from Disney.

 

[Willie Lumpkin]

There's nothing stopping Comcast from going to $43, $45 a share if Fox still prefers the $38/share bid from Disney.

Common sense?

 

[ADollarADay]

Common sense?

Do you know who Brian Roberts is?

 

[Zarex]

There's nothing stopping Comcast from going to $43, $45 a share if Fox still prefers the $38/share bid from Disney.

I suppose Roberts could engage in a one-sided bidding war, but with the Justice Department approval coming I'm thinking (hoping?) this will get wrapped up relatively quickly. Murdoch held up his fiduciary responsibilities by getting a higher price out of Iger, and I doubt he wants to delay the launch of New FOX for another six months if he can avoid it.

 

[Detective Conan]

Wouldn’t it be hilarious if Apple joins the bidding war totally out of the blue and threw their hat into the ring & outbid both Comcast and Disney for the Fox assets?

Then it’d be Apple that would be the spoiler not Comcast, lol.

 

[ADollarADay]

I suppose Roberts could engage in a one-sided bidding war, but with the Justice Department approval coming I'm thinking (hoping?) this will get wrapped up relatively quickly. Murdoch held up his fiduciary responsibilities by getting a higher price out of Iger, and I doubt he wants to delay the launch of New FOX for another six months if he can avoid it.

The July 10th vote has been delayed indefinitely.

 

[Detective Conan]

Do you know who Brian Roberts is?

May I ask what is the limit to how much Comcast could raise their bid? What’s the max amount? Can he raise his bid to over $100 billion cash(just thinking about that amount sends a shiver down my spine).