1028 Take the initiative
Ian looked at Lance carefully, the smile on his lips more meaningful. Pen ~ fun ~ pavilion www.biquge.info
Lance looked back innocently and shrugged, "Good luck? Ian rolled his eyes speechlessly.
"What? Floating rates are starting to rise? Gawain showed a surprised expression and sat up straight, only to see Ian shaking his head in denial, Gawain couldn't help but be a little stunned and stunned in place.
"Not only has it not been raised, but it has also been lowered, and the heat of the real estate market does not show the slightest sign of weakening, and our liquidity is about to be emptied, and it is almost impossible to hold on, and we are not far from bankruptcy." Obviously, the content of his words was extremely terrifying, but Ian's voice was full of excitement, even if he was as calm as him, he couldn't help but lean forward slightly, "But because of this, this is not normal." Gawain, remember? You've seen entire rows of villas in Miami sold out, but no one lives in them at all, not even furnished. Gawain nodded, he had seen those scenes with his own eyes, and he had personally investigated, "The strange place is here, the bank knows that many people with bad credit are buying houses on a large scale, but why don't they raise the floating interest rate, but lower it?" ”
Ian looked at Gawain, then at Theo, and finally on Lance, and said firmly, "Because, they're trying to cover up the hole." They firmly believe that the real estate bubble will not go away, and that they only need to hold on for this period of time to get through it. "This is true of the top investment banks, the major banks," so they cut their floating interest rates in the hope of winning more creditworthy people to buy properties and stabilize the market. At this point, Ian paused for a moment, then leaned back in his chair and smiled at Lance, "I've been buying A-rated bonds since December. ”
The upgrade from B to A is simply a bet on how rotten the real estate is, and the worse this crash, the higher the returns of the A grade - because now the major banks and investment banks are convinced that even if the B-rated market collapses, the A-rated market will not.
Ian's eyes never left Lance, he was able to be so bold, even risky, in the final analysis, because the current situation was almost all right for Lance. Therefore, Ian's confidence and ambition are also gradually rising, and Chaos Pictures not only has to complete the original accumulation and accumulate enough funds for the acquisition of Marvel Entertainment, but also win the first pot of gold for itself to form a property rights department.
"If nothing else, change will come soon. The fastest, after the Oscars are over; The slowest......" Ian thought for a moment, "July. If we had been a little slower, we would have to think of something else. Chaos Pictures didn't have much liquidity, and Ian had already counted all the box office revenues of "Fury Road", which barely lasted until July.
Looking at Gawain's serious expression, Ian couldn't help but reach out and pat Gawain's shoulder, "Even if you don't believe me, believe Lance." Gawain directly knocked Ian's hand down, with a speechless expression, Ian laughed, and his eyes fell on Theo again, "Buying Marvel Entertainment is basically not a problem." ”
The global revenue of "Fury Road" has exceeded 500 million US dollars - of course, this is the profit before paying taxes, but after "Fury Road" lands in the videotape rental market and the disc sales market, it will bring a second wave of income, and then the development of the property rights department will bring a third wave of income, this work alone is enough to make Chaos Pictures straighten its back, which is also an important reason why Ian began to buy A-rated bonds.
"Right now, Marvel's stock price is around $13. Of course, if we're going to swallow it in one go, it may need to go up to about fifteen or sixteen per share......," Ian shrugged, "and the next two months, the market's reaction to Marvel, comic book sales are on the one hand, the latest developments on Iron Man and The Incredible Hulk on the other, and maybe the price will go up a little bit." "The aura of Chaos Pictures is undoubtedly an important blessing, which is a positive impact on shareholders, and this is also the price that Chaos Pictures must pay," However, it is estimated that the final transaction price will not exceed 1.8 billion, to be precise, I hope to win it within 1.5 billion. ”
Lance's brain couldn't turn a corner for a while, in the last life, Disney's purchase price of Marvel was 4.2 billion US dollars, including cash and Disney shares, but now why is it only 1.5 billion? The price gap is too big, isn't it?
It's no wonder Ian is so confident that if their shorts can actually pay off, the rate of return should be around 300 to 500 percent - maybe even higher, because Ian is starting to buy A-rated bonds, which also means that Chaos Pictures has a good chance of making more than two billion in earnings.
Ian sensed the surprise in Lance's eyes, and cast an inquiring gaze, Lance was stunned, then reacted, and waved his hand with a smile, "So, the acquisition is not a problem?" ”
Ian nodded in affirmation, "If everything goes well, the property rights department can also start working in the second half of the year." "After quickly completing the original accumulation, the infrastructure of Chaos Pictures can be fully opened.
Lance forgot one thing very important: time.
In the last life, Disney's acquisition of Marvel Entertainment was at the end of 2009, when "Iron Man" was a huge success and the sequel was already in production; At the same time, the "Batman Prequel" series created a new genre of superheroes, with a bumper harvest at the box office and word of mouth; The "X-Men" series and the "Spider-Man" series are also brewing a second reboot. It can be said that comic book adaptations are on the rise in an all-round way, not only Hollywood has paid enough attention, but also the comic book sales market has picked up again, so Marvel Entertainment's stock price will naturally rise in 2009.
But now, Lance is not only ahead of Disney, but also before the rise of Marvel Entertainment, and even DC Comics' "Batman Prequel: The Dark Knight" has not yet been released. Therefore, the volatility of the stock price is not surprising.
"Time, we have to hurry." Theo's voice made Lance turn his head, he was still thinking about the question of "time" just now, "Regardless of whether the cooperation between Disney and Warner Bros. can be successful, the acquisition of Marvel is our biggest goal this year." We cannot let our guard down. ”
"You say, should we make some trouble?" An idea popped up in Lance's mind, and he said it, looking at the gaze of the three people, a sly smile flashed in Lance's eyes, "I mean, we let out the wind, let's just say that the current half-finished effect of 'Iron Man' is very bad, I was furious and asked Jon to re-edit it, so that there was a conflict between us, and then, I can release the wind again, I am not satisfied with the effect of 'The Incredible Hulk', Oscar plans to reshoot the shot later." ”
Gawain was the most outspoken, and directly expressed his doubts, "So, you mean, you smear yourself?" Lance nodded in the affirmative, but Gawain was even more puzzled, "Why?" ”
Ian gradually reacted, and glanced at Lance meaningfully. Smearing "Iron Man" and "The Incredible Hulk" can be said to be multi-purpose, on the one hand, it can attract more attention, and the news media will pay more attention; on the other hand, it weakens the audience's expectations and cools down the comic book adaptation movie slightly, maybe Marvel Entertainment's stock price will decline slightly; There is also a message that can be revealed, the production of the film did not go well, you know, even in the "furious road", Lance has never lost his temper, which is bound to make Warner Bros. and Disney think a lot.
Although many effects may not be immediate, they can make this muddy water more turbid and win more space for Chaos Pictures, even if it is just a slightest, which is also valuable for Chaos Pictures, which is surviving in the cracks.
Theo also understood, "So, who are you going to tell the news?" "It must not be said by Chaos Pictures itself, even if it is internal information, it must make the assumption that the news has accidentally leaked.
"Ahh Gawain reacted a beat slowly, but also turned a corner, "You're trying to make Barry Meyer and Robert Iger suspicious, right?" Gawain slapped the table with a big smile on his face, "If even you don't have confidence, then who in Hollywood can say that you will be able to do a good job?" Right? You say, right? ”
Looking at Gawain's smug expression, Lance couldn't help but nod at Gawain in affirmation, but his words were in response to Theo's question just now, "Just leave it to Dorothy." Now that Lance has finally learned to hand over the PR work to Dorothy, "even if it doesn't, Dylan Wilde is bound to be willing to exchange insider information like this." "Perhaps, he could have exchanged such a false insider for valuable information.
"I'll reach out to Kevin Feige, maybe the creative committee can play a little bit of a role." Ian spoke, adding a trick that made Lance's eyes light up - it would be even more convincing if the Creative Committee broke the news that Lance had screwed up the two films, and it could also create the illusion that the partnership between Chaos Pictures and Marvel Studios was in trouble.
"Gawain, are you going to attend the Oscars this year?" When business was done, Lance began to make small talk again.
Gao Wen waved his hand again and again, "What did I do in the past, I guess my whole body is awkward and dead." But after refusing, he couldn't help but turn his head to look at the other two brothers, "What about you?" Are you going this year? ”
This year's situation is different, as the biggest winner of the nomination stage, "Fury Road" has seen a lot more invitations than in previous years, with as many as six producer seats alone. Theo is nominally the president of Chaos Pictures, Ian is nominally one of the producers in charge of raising funds for Fury Road, and Gawain is the physical trainer for Fury Road, so they can attend if they want to. Even if it weren't, they, as Reims' family, could still attend, and Leonardo DiCaprio brought his own mother to attend the year of the "Titanic".
"Theo and I are going to attend, but it's a pity, you stay at home alone to watch the live broadcast, is it okay?" Ian said seriously, making Gawain clench his fists, hating itchy, but he was helpless with Ian.