RE:RE:RE:RE:RE:Consolidation Ill respond to you on this one MR.
im on the record as agreeing to you on the Levy/sale front. I have been in on this stock for years now and ive come to “know’ him as a builder with boundless energy. He loves his baby and has a desire to be at the helm for its growth.
On the other hand, ive also come to “know” him as very smart. He and any smart man would agree that sometimes there really are offers that cant be refused. The consolidation in the industry makes me know for certain that there would be suitors. I presume he has already been approached. With recent developments those suitors are bound to be bigger and bigger players, with the proposition that Score Bet needs a few hundred mill to be one of the top three payers and they are the ones to take it there etc.
Remember there is precedent here for Levy eventually accepting such an offer. Keep in mind his television network was his baby too and had aspirations of broadcasting major league games when he sold. (Shrewdly maintaining this little website thingy) Another purchase could be constructed to maintain the media site or even just the esports portion, for example.
And as to other suggestions that Disney could never be a suitor, I call BS on that. They are a public company. If there is money to be made in a sector that aligns perfectly with one of their properties, they will not stay out for long. Their resorts sell booze, after all, and many suggested they would never get into properties where space aliens were chopped up by lightsabers...