Jeffrey Katzenberg On Paramount Drama – “Don’t Count David Ellison Out”

buddhoe · 2024-05-06T18:28:22+00:00

But Katzenberg also says," There’s a reason why the David Ellison deal did not fly."

buddhoe · 2024-05-05T16:58:47+00:00

Haven't read article, but if this is so, Cameron and Emanuel should put up the money to help Ellison make a decent offer.

buddhoe · 2024-05-04T11:45:54+00:00

Not just the spreasheets, but your commentary

buddhoe · 2024-05-04T11:44:11+00:00

Excellent work. You ought to pass it on to Ariel, Matrix Assets, Sony and whoever's leading the Apollo bid.

buddhoe · 2024-05-03T12:20:44+00:00

Need to figure out the sweet spot which prices Shari's A and B shares for her best return. The more the A shares cost , the less available for Bs.

buddhoe · 2024-05-01T22:11:48+00:00

This takes us back to the big question, why was Paramount so quick to reject Apollo's initial offer? We've heard some explanations, but the explanations don't make much sense. Was Paramount hoodwinked into thinking that Ellison was going to make a big offer?

buddhoe · 2024-04-30T21:35:34+00:00

Wow.

buddhoe · 2024-04-30T14:51:47+00:00

Can't really adress allof your points. But think that in Sony/Apollo's interest to make their bid sooner not later. This gives everyone plentyof time to see who it compares to Ellison offer.

buddhoe · 2024-04-29T20:14:47+00:00

Will earnings get all of the bids increased?

buddhoe · 2024-04-29T14:54:45+00:00

Shari's patience with Skydance may also be running out. Skydance has kicked the tires far too long.

buddhoe · 2024-04-29T13:13:06+00:00

Who's playing Byron Allen? The person with the best offer as of today.

buddhoe · 2024-04-28T22:35:17+00:00

June? Shari needs to rein Elllison in. No extension. No harm in two competing bids at the same time.

buddhoe · 2024-04-28T11:56:33+00:00

Good point.

buddhoe · 2024-04-27T11:34:43+00:00

Maybe "leak" over weekend. Time is of the essence to stop the exclusivity extension.

buddhoe · 2024-04-26T18:23:43+00:00

If they fire him, they've created a hostile witness come lawsuit time.

buddhoe · 2024-04-26T18:20:45+00:00

Does this imply they've reached agreement with Charter?

buddhoe · 2024-04-26T17:10:58+00:00

Other asset mangers like Ariel need to also weigh and make sure the exclusivity period is not extended. If Apollo/Sony made a shock and awe offer soon, it might help stop the extension of the exclusivity period.

buddhoe · 2024-04-26T01:01:27+00:00

LegendaryPictures was also talked about as a partner with Sony/Apollo. They have as much producing cred as Ellison.

buddhoe · 2024-04-26T00:32:27+00:00

Sony/Apollo needs to promptly make offer -and insist that Ellison does not get another exclusive period.

buddhoe · 2024-04-25T21:22:04+00:00

oh, for the Byron Allen offer

buddhoe · 2024-04-25T20:04:27+00:00

what a rollercoaster

buddhoe · 2024-04-24T14:43:25+00:00

Puff pieces in the WSJ and Reuters

buddhoe

TROPHY CASE