News Round Up 2019

[jknezek]

Maybe Tesla should figure out how to arrive at a sustainable business model for itself before ponying up money to the Ikes of Disney. All seems highly doubtful to me. And even if it was true, I wouldn't believe they'd execute until the new cars were actually running.

In a lot of ways Tesla fits better in Fantasyland.

This is the real issue. Tesla is constantly raising money since they are constantly bleeding money. They do very little advertising, partially because they get plenty of free media coverage and word of mouth, but mostly because they have no free cash flow because operations run in the red. I'm not going to say there is a 0% chance of this happening, Musk is unconventional to say the least, but I do think it is incredibly unlikely at this stage. Should Tesla's cash flow stabilize, something that is probably a few years out to a decade, if ever, given their ambitious desire to add heavy trucks, a pickup truck model, and the need to refresh the existing lines, as well as building the additional factory in China, plus the problems they are having with producing the solar roof product and the Powerwall, and you realize just how difficult their financial situation is. Niche marketing like sponsoring a ride at WDW is probably not a feasible use of what little cash flow they can scrape together.

Now don't take me for someone who is negative on Tesla. I'm not. As a financial professional I'm skeptical of their stock price and the ability to juggle all the balls Musk is trying to keep in the air. He's done some creative financial engineering to get this far, and he's created some amazing advances in otherwise stale industries. But, Tesla as a company is walking a very fine tightrope and dropping cash unnecessarily seems extremely unlikely.

 

[MickeyMinnieMom]

NEWS/CONCEPT ART

https://twitter.com/x/status/1150755253412925440

Looks like these stills are from this video released a while back, no?

 

[MickeyMinnieMom]

This is the real issue. Tesla is constantly raising money since they are constantly bleeding money. They do very little advertising, partially because they get plenty of free media coverage and word of mouth, but mostly because they have no free cash flow because operations run in the red. I'm not going to say there is a 0% chance of this happening, Musk is unconventional to say the least, but I do think it is incredibly unlikely at this stage. Should Tesla's cash flow stabilize, something that is probably a few years out to a decade, if ever, given their ambitious desire to add heavy trucks, a pickup truck model, and the need to refresh the existing lines, as well as building the additional factory in China, plus the problems they are having with producing the solar roof product and the Powerwall, and you realize just how difficult their financial situation is. Niche marketing like sponsoring a ride at WDW is probably not a feasible use of what little cash flow they can scrape together.

Now don't take me for someone who is negative on Tesla. I'm not. As a financial professional I'm skeptical of their stock price and the ability to juggle all the balls Musk is trying to keep in the air. He's done some creative financial engineering to get this far, and he's created some amazing advances in otherwise stale industries. But, Tesla as a company is walking a very fine tightrope and dropping cash unnecessarily seems extremely unlikely.

Agree with all of this. I will only add that I know some very smart people in tech and finance who have been shorting Tesla for a while now.

 

[TheMaxRebo]

Looks like these stills are from this video released a while back, no?

yeah, looks like it - like they selected a few and then wrote up some information/overview for it

Guess just another pump to bring it back up into people's minds after some much focus on Destino to help push interest in it

 

[AMusicLifeForMe]

NEWS

https://twitter.com/x/status/1150758493311422471

Wonder if you will be able to hear Christmas/holiday music while in Galayx's Edge

DHS only plays the fireworks music around the Chinese Theater. So, you won't be able to hear the music from inside Galaxy's Edge...Also, Disneyland doesn't pipe the music in for the fireworks in Galaxy's Edge which I thought was really cool. I was watching fireworks while listening to Star Wars ships fly by.

 

[TheMaxRebo]

DHS only plays the fireworks music around the Chinese Theater. So, you won't be able to hear the music from inside Galaxy's Edge...Also, Disneyland doesn't pipe the music in for the fireworks in Galaxy's Edge which I thought was really cool. I was watching fireworks while listening to Star Wars ships fly by.

cool - thanks for that added info. Just curious as I love the aspect of how, at least at Disneyland, I see comments like you feel like you aren't even in Disneyland when you are in GE and just that whole aspect - and then when something like this which could ruin that immersion/separation feel, just makes me curious

 

[AMusicLifeForMe]

cool - thanks for that added info. Just curious as I love the aspect of how, at least at Disneyland, I see comments like you feel like you aren't even in Disneyland when you are in GE and just that whole aspect - and then when something like this which could ruin that immersion/separation feel, just makes me curious

I just thought like I was celebrating the rebellion victory on Endor (Yes...I know...Wrong saga of movies and the wrong planet).

 

[DarthGallifrey]

NEWS

https://twitter.com/x/status/1150758493311422471

Wonder if you will be able to hear Christmas/holiday music while in Galayx's Edge

Come on, we know they will just call it Life Day music and have meet and greets with Santa Chewbacca

 

[Anthony Vito]

This is the real issue. Tesla is constantly raising money since they are constantly bleeding money. They do very little advertising, partially because they get plenty of free media coverage and word of mouth, but mostly because they have no free cash flow because operations run in the red. I'm not going to say there is a 0% chance of this happening, Musk is unconventional to say the least, but I do think it is incredibly unlikely at this stage. Should Tesla's cash flow stabilize, something that is probably a few years out to a decade, if ever, given their ambitious desire to add heavy trucks, a pickup truck model, and the need to refresh the existing lines, as well as building the additional factory in China, plus the problems they are having with producing the solar roof product and the Powerwall, and you realize just how difficult their financial situation is. Niche marketing like sponsoring a ride at WDW is probably not a feasible use of what little cash flow they can scrape together.

Now don't take me for someone who is negative on Tesla. I'm not. As a financial professional I'm skeptical of their stock price and the ability to juggle all the balls Musk is trying to keep in the air. He's done some creative financial engineering to get this far, and he's created some amazing advances in otherwise stale industries. But, Tesla as a company is walking a very fine tightrope and dropping cash unnecessarily seems extremely unlikely.

Although I would think it could be worked out without any actual cash going to Disney - perhaps just supplying the cars would be enough. Obviously that would cost Tesla $$ as well, but perhaps quite a bit less than a traditional sponsorship and could be built into some of their other capital expenditures.

 

[jknezek]

Although I would think it could be worked out without any actual cash going to Disney - perhaps just supplying the cars would be enough. Obviously that would cost Tesla $$ as well, but perhaps quite a bit less than a traditional sponsorship and could be built into some of their other capital expenditures.

Oh sure. Free Cash Flow doesn't refer to cash explicitly. It's likely Tesla would supply the batteries and motors or something along those lines plus tech support and repair/replacement services, not hard cash. That being said, it doesn't matter how it's structured. Tesla has a resource imbalance. They need more than they have, and giving some away would be difficult. Though I suspect a few hundred batteries and motors and a few dozen chargers wouldn't break Tesla, I'm not sure it would be worth it either. Pretty much all the Disney corporate sponsorships have disappeared. That's not an accident. It's hard to imagine Tesla all of a sudden deciding it makes sense when just about everyone else has decided it doesn't. Except GM, who each generation turns their World of Motion/Test Track sponsorship into more advertising and less entertainment. Bleh.

 

[rteetz]

News

PHOTOS: SeaWorld Orlando Proudly Welcomes Whiskered Baby Walrus

 

[rteetz]

News

https://blogmickey.com/2019/07/new-...e-lion-king-coming-to-disneys-animal-kingdom/

 

[rteetz]

News

Industrial Light & Magic to Open New Studio Based in Sydney, Australia

 

[rteetz]

News

Colin O’Donoghue Replaces Joe Dempsie in National Geographic’s “The Right Stuff”

 

[ksromack]

NEWS/CONCEPT ART

https://twitter.com/x/status/1150755253412925440

I could stay here!

 

[rteetz]

News

https://www.wdwmagic.com/resorts/wa...pTl-5OfhfRkcZs1-yyAakUjx-FaC6e2xhyVKSmCr6AyAQ

 

[AMusicLifeForMe]

News

The Lion King on Broadway suffers a backstage flood due to the New York City power outage, and many of the costumes had water damage. However, the Lion King is proceeding with their shows, because the show must go on! The Lion King is planning to have all of their costumes back to normal for Tuesday's show.

https://twitter.com/x/status/1150525500990853121

 

[MickeyMinnieMom]

Oh sure. Free Cash Flow doesn't refer to cash explicitly. It's likely Tesla would supply the batteries and motors or something along those lines plus tech support and repair/replacement services, not hard cash. That being said, it doesn't matter how it's structured. Tesla has a resource imbalance. They need more than they have, and giving some away would be difficult. Though I suspect a few hundred batteries and motors and a few dozen chargers wouldn't break Tesla, I'm not sure it would be worth it either. Pretty much all the Disney corporate sponsorships have disappeared. That's not an accident. It's hard to imagine Tesla all of a sudden deciding it makes sense when just about everyone else has decided it doesn't. Except GM, who each generation turns their World of Motion/Test Track sponsorship into more advertising and less entertainment. Bleh.

FYI it reads like you quoted me here, but that quoted post was not mine - it was @Anthony Vito...

 

[ENJDisneyFan]

News

https://www.wdwmagic.com/resorts/wa...pTl-5OfhfRkcZs1-yyAakUjx-FaC6e2xhyVKSmCr6AyAQ

Bummed this only through September

 

[OSUZorba]

Oh sure. Free Cash Flow doesn't refer to cash explicitly. It's likely Tesla would supply the batteries and motors or something along those lines plus tech support and repair/replacement services, not hard cash. That being said, it doesn't matter how it's structured. Tesla has a resource imbalance. They need more than they have, and giving some away would be difficult. Though I suspect a few hundred batteries and motors and a few dozen chargers wouldn't break Tesla, I'm not sure it would be worth it either. Pretty much all the Disney corporate sponsorships have disappeared. That's not an accident. It's hard to imagine Tesla all of a sudden deciding it makes sense when just about everyone else has decided it doesn't. Except GM, who each generation turns their World of Motion/Test Track sponsorship into more advertising and less entertainment. Bleh.

Really, GM should step in and do electric cars for the speedway. GM is trying to break into the market more, and unlike Tesla get basically zero free press.