He should’ve given predictions of how many subs Taylor Swift’s movie is expected to bring….if he said “several million new subs” the stock would’ve sustained itself at $115
rikflaire
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Down 5% from yesterday’s high and literally nothing has changed. Looks like a retest of $106 is coming. Absolute shame Iger didn’t announce anything new yesterday other than the one comment that cost cutting looks to be exceeding $7.5 billion and also currently tracking above estimated profit margin for Q2…..which has only been in play for 3 weeks!
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NumberWang, you’re exactly right! It’s amazing how many woke blockbuster busts they made in a row (and were planning to make) with nobody in the room saying “this isn’t working!”. It took pressure from an activist (Peltz) for the board to care about shareholders
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Interview ended. Iger did what was expected to reassure the shareholders that there are many catalysts on the way especially with Dis+ moving to profitability and their movie slate going to end 2024 with a bang!
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Snow White was made under the old studio pres who’s now gone. It will surely be another woke flop (like Peter Pan, Buzz Light Year and Little Mermaid). All it does is destroy priceless content.
This is actually the perfect situation for “activists” to step in! Imagine where Disney would be in a few years if nobody pressured change? Their entire library of content would be ruined -
Pressure from Peltz/Trian is the entire reason Iger and the board are finally getting the ball rolling on cost cutting, share buyback program, dividend hike and influenced deal for ESPN/Penn online gambling. The studio is FINALLY moving away from green lighting woke movies like The Marvels and shows like Echo.
The board was totally complacent and had two years to implement the new path. It’s not a coincidence it’s all getting done before the proxy. Thank you Nelson Peltz! You get my votes! -
This will run into the close with Iger taking the stage tomorrow! Nobody wants to miss out on the next 3-4% is easy money!
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$114 baby! Now that $113 hurdle has been cleared there should be further runway to $118. As the Morgan Stanley analyst said, now’s the time to “LOAD UP!”
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Q&A tomorrow with Iger will shed light on Taylor Swift debut on the 14th and benefits to Dis+ reaching profitability. It’ll be a record breaking event which will pull forward many subs and I expect the stock to be $120 by the 14th. Easiest money is made now with all the catalysts set for the future!
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I meant Bob Iger will pump…
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Over will pump the stock huge tomorrow at the Morgan Stanley Q&A. Guaranteed to offer more bullish statements towards Dis + reaching profitable earlier than year end!
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Took 12 months to break resistance at $113 and then immediately retreat?! As long as we close green today to be constructive. Should be $115 with this morning's upgrade to $136
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We did it!!!! $113!!!!! Now it’s time to
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Momentum is gaining for a test of $113….we brake it we’re going to $115 easily
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Upgrade to $136?!….duh. We can’t even gain $1 from this upgrade which is laughable. $113 is a tough hurdle but once we get over it we’re going straight to $118. Ive been saying for weeks the EASY money is from $112-$135…..absolute no brainer
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Upgrade to $136?!….duh. We can’t even gain $1 from this upgrade which is laughable. $113 is a tough hurdle but once we get over it we’re going straight to $118. Ive been saying for weeks the EASY money is from $112-$135…..absolute no brainer
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April- proxy over and Peltz announces additional $5 billion in cost cuts = stock goes to $120
May- earnings report demonstrates cost cutting further improves profit margins. Dis+ will be profitable earlier (Q3) = stock goes to $135
August- Dis + reaches profitably within the next next quarter. Movie slate looking good with hits like Moana, Lion King and Deadpool on the way
= breaks 135 on its way to $150Year end - Disney+ profitable with 23% profit earnings realized with expected growth for 2025 raised to 20% from 17%. = $150…steady raise to $175 in 2025
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Next month proxy results could result in further cost cutting announcements which will fast forward profitability of Dis+. The stock will jump to $120 the day this type of announcement is released
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Need to build a cup and handle formation before moving higher or we go back to test $106 and remain in this range ($106-$112) until next earnings. Definitely buying more if we revisit $106!!!!
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A lot of bullish news will be coming out for Dis stock! The Proxy battle is over in April but results will be leaked well before that. That can only mean way more cost cutting and getting Dis+ profitable by Q3! No way people want to miss out on the easiest 30% upside to $145
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