Cruise and Theme Park Operational Updates due to Coronavirus

[JaNelson38]

Its good to hear a possible opening date. With them announcing by EOB Friday it could mean they are opening later then people hope. The reason I say that is if they announce it at EOB Friday it won't affect their stock for the weekend

It doesn't work that way. Trust me, Disney's current trading price has a summer re-opening priced in it, whether it happens in June or July. Long-term investors look weeks and months ahead, not days ahead.

The only thing that would negatively affect Disney's stock in a large way would be them coming up and announcing something silly like they aren't opening the rest of the year...which, of course, won't happen. Whatever they announce Friday (if it comes Friday) will do little to affect Disney's stock outlook one way or another on Monday morning.

 

[Brianstl]

A presentation doesn't have to be done at the scheduled Wednesday session. They can schedule an emergency session at anytime and almost certainly would if Disney told them they were ready to give a proposal on Thursday or Friday.

 

[thingaboutarsenal]

If the Friday rumor is true, probably just after 4 PM aka when the New York Stock Exchange closes.

The perfect time to dump bad news

 

[JaNelson38]

It would be lovely to get a finalized date this week. I'm looking forward to firming up the rest of my summer plans! I think we are definitely close to a date even without this new Friday rumor.

I just can't see Disney letting Universal actually reopen without so much as a peep as to when they plan to reopen themselves. Disney can save a lot of potentially lost reservations by saying something before Universal opens.

What will affect Disney far more than the date will be what kind of restrictions they will have in the parks and resorts. Low capacity limits, mask mandate, some resorts/attractions closed will be a much bigger deal than the date. Personally, as someone who may visit later in the fall, I will be paying close attention to the restrictions, because they will determine if I will visit or not. And I think a lot of other families will be in the same boat. I personally have a very uneasy feeling that WDW is going to have a ton of changes/restrictions/rules that will make a visit in the foreseeable future VERY uncomfortable. As weird as it sounds, they have to be very careful that they don't go too far.

 

[cakebaker]

A presentation doesn't have to be done at the scheduled Wednesday session. They can schedule an emergency session at anytime and almost certainly would if Disney told they they were ready to give a proposal on Thursday or Friday.

Right, just saying that it couldn’t be done at the Wed meeting if they weren’t announcing until Friday. Then again, I have no clue who this person is that made the claim, so could be true, could be just chatter.

 

[IceSkatingPrincess]

What will affect Disney far more than the date will be what kind of restrictions they will have in the parks and resorts. Low capacity limits, mask mandate, some resorts/attractions closed will be a much bigger deal than the date. Personally, as someone who may visit later in the fall, I will be paying close attention to the restrictions, because they will determine if I will visit or not. And I think a lot of other families will be in the same boat. I personally have a very uneasy feeling that WDW is going to have a ton of changes/restrictions/rules that will make a visit in the foreseeable future VERY uncomfortable. As weird as it sounds, they have to be very careful that they don't go too far.

I'm sure there will be a lot of things announced that will become the "new normal" at least for a temporary period of time. Once we definitively find out what those things are, everyone will be left to make a choice regarding if visiting during that time period is the right choice for their family given the adjustments that will have to be made.

It will be an interesting next few weeks for sure!

 

[Brianstl]

The perfect time to dump bad news

I wouldn't read too much into the day it gets dropped. If it ends up being dropped late afternoon on Friday, Disney could view it as way to lessen the noise generated by those that will scream any date until a vaccine is too early.

 

[gottalovepluto]

If the Friday rumor is true, probably just after 4 PM aka when the New York Stock Exchange closes.

Ah! When they like to send out their worst news. I’ll have my wine prepped

 

[OnceUponATime15]

The perfect time to dump bad news

I work for the Regional government here.. we always know that if there is any news, including changes, transfers, successful job posting results, or temporary reassignments etc.. It will inevitably land right at 4:30pm on a Friday afternoon - you can set your watch by it! lol.

 

[OnceUponATime15]

Ah! When they like to send out their worst news. I’ll have my wine prepped

I’ll join you.... ( Maybe )

We could start a drinking game... Every time someone says ?? ...

 

[Vern60]

It doesn't work that way. Trust me, Disney's current trading price has a summer re-opening priced in it, whether it happens in June or July. Long-term investors look weeks and months ahead, not days ahead.

The only thing that would negatively affect Disney's stock in a large way would be them coming up and announcing something silly like they aren't opening the rest of the year...which, of course, won't happen. Whatever they announce Friday (if it comes Friday) will do little to affect Disney's stock outlook one way or another on Monday morning.

Obviously it's never easy to predict just what the market is going to do, but I kind of agree here. I think any opening date would be viewed positively, well, except maybe 2021or beyond.

 

[gottalovepluto]

I’ll join you.... ( Maybe )

We could start a drinking game... Every time someone says ?? ...

Unprecedented

...We’ll be wasted by 5pm

 

[shoegal9]

Yes Universal was specifically mentioned last week

Not sure when or where they uploaded that. I went to the site today and the draft agenda is posted. And then I looked at last week's agenda on the site and Universal was not listed. Perhaps there is another draft somewhere I just didn't see.

 

[Farro]

I’ll join you.... ( Maybe )

We could start a drinking game... Every time someone says ?? ...

Unprecedented

...We’ll be wasted by 5pm

New Normal!!!

DRINK!!!!!!!!!!!!!!!!!!!!!!!!!!!!!

 

[Bibbobboo2u]

Not sure when or where they uploaded that. I went to the site today and the draft agenda is posted. And then I looked at last week's agenda on the site and Universal was not listed. Perhaps there is another draft somewhere I just didn't see.

Hi - I can't find the draft agenda on the task force's website. Can you provide a link? Thanks!

 

[shoegal9]

Hi - I can't find the draft agenda on the task force's website. Can you provide a link? Thanks!

May 27th meeting: http://orangecountyfl.net/Home/CountyCalendar.aspx?m=dtlvw&d=764375
May 21st: http://orangecountyfl.net/Home/CountyCalendar.aspx?m=dtlvw&d=764355

 

[JacknSally]

Unprecedented

...We’ll be wasted by 5pm

This is a good idea! I think I will also start doing this thing that I absolutely have not been doing since March....

 

[SmittS]

New Normal!!!

DRINK!!!!!!!!!!!!!!!!!!!!!!!!!!!!!

"Now, more than ever."

Drink.

 

[Bibbobboo2u]

May 27th meeting: http://orangecountyfl.net/Home/CountyCalendar.aspx?m=dtlvw&d=764375
May 21st: http://orangecountyfl.net/Home/CountyCalendar.aspx?m=dtlvw&d=764355

Thanks!

 

[planecrazy63]

May 27th meeting: http://orangecountyfl.net/Home/CountyCalendar.aspx?m=dtlvw&d=764375
May 21st: http://orangecountyfl.net/Home/CountyCalendar.aspx?m=dtlvw&d=764355

On the morning of the meeting for UO presentation last week they uploaded the agenda with more detail to the "resources" section of the taskforce. I expect something similar tonight / tomorrow

https://ocfl.app.box.com/s/jcwvdt5dxyekx2a8nx5ym0khgm65e6hh/folder/111803590742 - is the folder