Recent content by lakebum431

  1. lakebum431

    Buyout bid for Paramount

    Totally right!! I'm not saying it is a done deal at all! I'm just saying that the perception of regulatory rules preventing it are not real in my opinion. I think if they come to terms it is going to get through regulatory approval. I think the only question will be around some of the local...
  2. lakebum431

    Buyout bid for Paramount

    Except it is moving forward this morning. As I said, I don't think it will ultimately fail approval. There isn't much leg to stand on to deny.
  3. lakebum431

    Buyout bid for Paramount

    You are spot on with the mix of the offer (the debt/equity). However, I don't think it would fail government approval.
  4. lakebum431

    HBO Max/Discovery+ Merger

    Too big for what or in what way?
  5. lakebum431

    True Detective: Night Territory - Max

    Couldn't disagree more with the OP. Great so far!!!
  6. lakebum431

    HBO Max/Discovery+ Merger

    You have to look at why their cash is down. I know that you aren't strictly a financial person, but come on. They paid down $4.2B of debt. FCF is what matters for them, which is just fine. In fact, as they said on their last earnings call, they are considerably ahead of scheduled debt pay back...
  7. lakebum431

    HBO Max/Discovery+ Merger

    Yes, the tax attorney who is either a bad tax attorney or is intentionally trying to mislead people. Correct. There is literally no other alternative.
  8. lakebum431

    HBO Max/Discovery+ Merger

    Absolutely a timing/cash flow benefit. Albeit a minor one. But it is not as portrayed in the multiple posts that this is an additional tax write-off. It is not. It is just an acceleration of the depreciation of the asset (for which the cash has already been paid). There is no company in their...
  9. lakebum431

    HBO Max/Discovery+ Merger

    Dude - They would have gotten that tax deduction over the depreciable life of the film anyway. It is all a timing issue. I don't know who Steven Chung is, but he is either a very bad tax attorney or he is being intentionally deceptive. There is no other explanation.
  10. lakebum431

    HBO Max/Discovery+ Merger

    I'm not going to explain again, but give it a rest. Neither you nor the author of that article understand taxes.
  11. lakebum431

    HBO Max/Discovery+ Merger

    https://www.hollywoodreporter.com/business/business-news/warner-bros-discovery-paramount-merger-talks-1235766985/
  12. lakebum431

    Paramount +

    https://www.hollywoodreporter.com/business/business-news/warner-bros-discovery-paramount-merger-talks-1235766985/
  13. lakebum431

    Marvel Studios' Loki

    I'd say so! It was literally called Avengers The Kang Dynasty https://www.marvel.com/movies/avengers-kang-dynasty Now the question is do they recast or totally change the plans...
  14. lakebum431

    House of the Dragon

    Looks good. I'm pumped!
  15. lakebum431

    When will it be time to change the name of the site?

    I'm actually interested in Wonka too. Thinking we will take the kids for the Christmas season. No clue how well that will do, but I felt a real sense of nostalgia with the trailer. https://www.youtube.com/watch?v=otNh9bTjXWg