Banjo64
cumsessed
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Microsoft / Activision Deal Approval Watch |OT| (MS/ABK close)
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Varteras
Member
Heisenberg007
Gold Journalism
Banjo64
cumsessed
We owe the CMA so much.Been 2 weeks since he posted anything on GAF.
Bitmap Frogs
Mr. Community
From what we’ve heard appealing CMA takes a long while. Which means we’ll hit the July 15 deadline.
What happens? Do the acti shareholders have to vote again?
What happens? Do the acti shareholders have to vote again?
Unknown Soldier
Member
That would be hilarious because the shareholders aren't dummies, they won't vote for a second deal. So realistically the deal really is dead regardless of public posturing or appeals or whatever, because they won't be able to complete the merger before the last deadline.
Astray
Member
The two boards have to agree on a deal extension, and then the shareholders have to vote again on the deal extension.
POKEYCLYDE
Member
So in your opinion, why do people neglect Nintendo when talking about marketshare?
MasterCornholio
Member
demigod
Member
For real? Whats his name on there? Those clowns at ree are now using jizz corden’s Amazon Luna playbook.
Banjo64
cumsessed
MasterCornholio
Member
Same as here, and I’ve seen
Only seen him in their interview thread.
Did he say anything about Gaf?
Slicker than your average
Banned
freefornow
Gold Member
Heisenberg007
Gold Journalism
Because (1) Microsoft's internal strategy documents claim that Nintendo is not a direct competitor, and (2) people do that in the context of ABK and COD because COD is not available on Nintendo.
MasterCornholio
Member
Oh yes but to be fair she's not a Microsoft employee so they are not responsible for her behavior. Still crazy though and definitely not something I expect from someone in her position. Then again I didn't expect to see Phil say those things in that interview.
I guess we can agree that this whole deal affected some individuals on a personal level.
Mibu no ookami
Demoted Member® Pro™
I disagree.
If I'm a shareholder I would agree to an extension to keep up the stock price and still leave open a chance at the higher stock buyout price.
Activision's stock hasn't really hit rock bottom yet.
If the EC rules against them it'll dip again, if they lose the appeal with the CMA, it'll crater.
An extension makes sense for Activision. It's Microsoft who might want to bow out, but they're on the hook for 3 billion, it's worth it to them to extend it for as long as os possible.
Mibu no ookami
Demoted Member® Pro™
The Switch is a glorified handheld aiming for a very different audience with very different games.
freefornow
Gold Member
Banjo64
cumsessed
No. Just Spencer bum licking.
Bernardougf
Member
Perfect safespace for him ... he is among his peers now and they can all smell their on farts all day
And what a big pussy, all that superior talk and shilling and the second that the deal was blocked hes gone.
Got respect senju at least for coming back and get banned on a shlling blaze of glory
And what a big pussy, all that superior talk and shilling and the second that the deal was blocked hes gone.
Got respect senju at least for coming back and get banned on a shlling blaze of glory
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Heisenberg007
Gold Journalism
Why even take that risk though?
As a shareholder, I'd vote no. After July 18, the deal expires, and ABK receives $3 billion from Microsoft. That's 2 years' worth of ABK Net Profit!
The stock price shoots up again. And as a shareholder, I win.
POKEYCLYDE
Member
Now in your opinion why would a regulator want to neglect Nintendo from the market definition?
Mibu no ookami
Demoted Member® Pro™
I mean think about it this way, she was primed to get 10s if not 100s of thousands of dollars in stock options and spot bonuses if this deal went through, and the alternative is she is probably the most likely individual to get canned when this is all over.
The dichotomy of this would probably drive a lot of people to extremes.
Imagine if I said, hey, if this deal goes through, you're going to get your house paid off vs if this deal doesn't go through you're out of a job?
Not defending her actions, she's played this poorly. Sony is Activision's largest customer/partner, you want to tread lightly in these situations.
Mibu no ookami
Demoted Member® Pro™
Even if/when the deal fails they still get the 3 billion.
3 billion won't be enough to keep the stock up, it's going to plummet. I would do anything to stave that off or potentially prevent it.
The only problem is Activision needs to start working on 2025+ deals. I expect Bobby is going to want to talk to Jim as soon as possible.
That's going to be a tall order for Activision. If I'm Sony, I'm not doing any deals unless they sell the rights to Crash and Spyro, and sell Toys for Bob. The reality is Sony doesn't really need a new Activision deal.
Heisenberg007
Gold Journalism
But if they vote yes, they will only delay the $3 billion payment. And until they receive the cash injection, the stock will continue plummeting.
Also, until the deal is officially and finally in the can, Activision can't talk to Sony for a future marketing deal. The usual time to renew (as per Bobby) was already months ago. Every passing week is going to make things more difficult for ABK to get a new deal.
The best thing for ABK would be to resume their normal operations as soon as possible. For that to happen, the deal will have to be completely dead and behind them.
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Heisenberg007
Gold Journalism
For 2 reasons that I've already explained in my last comment.
Mibu no ookami
Demoted Member® Pro™
The stock won't plummet until the deal is officially dead. Even with the CMA blocking it, it hasn't cratered to lower than the original stock price.
They know there is going to be an uphill battle with getting a deal done with Sony. They might have to just deal with Microsoft instead, though it will be a less lucrative deal.
The delta on how much they could make on this deal is still worth keeping hope alive for a few more months.
Unknown Soldier
Member
Sony's negotiations with ABK are going to be hilarious too.
"Yeah, so that deal that MS offered us for 10 years? That's what we want from you. Take it or leave it."
Astray
Member
Nah this is who she is, she was equally disliked when she was employed by Substack.
Mibu no ookami
Demoted Member® Pro™
I mean, I just don't see what Sony has to gain from any deals with Activision at this point. If Activision wants reduced royalties to the tune of 10s of millions of dollars, they're probably going to need to give a lot in return.
PS5 is primed right now, it doesn't need any deals. Jim Ryan is entirely in the driver's seat there. He could say any future deal giving access to the 60 million+ consumers by the end of this fiscal year has to be tied to an exclusive deal for CoD or something.
I think more than likely, Sony and Activision make no future deal and Activision has no recourse but to get a deal with Microsoft for marketing, which amounts to basically nothing. Will cost Activision significantly, but at least they got the 3 billion dollars to ease that burden.
POKEYCLYDE
Member
No, you explained the justification, not the reason a regulator would want to neglect Nintendo.
Heisenberg007
Gold Journalism
It's the same thing. A justification is the logical sense; a reason is based on a logical sense.
MasterCornholio
Member
I'm not sure what's this supposed to mean.
MasterCornholio
Member
Didn't he say the CMA wouldn't block this though?
If so how can he be sure that he knows the CATs decision?
feynoob
Banned
He doesn't. He is getting paid to say these.
MasterCornholio
Member
Well then they should ask for their money back. Its only going to make the case more difficult for them.
adamsapple
Or is it just one of Phil's balls in my throat?
insider trading
MasterCornholio
Member
Because he thinks it's going through?
adamsapple
Or is it just one of Phil's balls in my throat?
I'm not the best at stock info but yeah generally people sell when the stock value is about to drop, so buying would mean he expects the stock value to increase in the coming weeks/months. And MS agreed to buy at $95 share.
GHG
probably knows a lot better.
feynoob
Banned
It's MS. They don't know when to shut up.
feynoob
Banned
Maybe the EU approved the deal.I'm not the best at stock info but yeah generally people sell when the stock value is about to drop, so buying would mean he expects the stock value to increase in the coming weeks/months. And MS agreed to buy at $95 share.
If they did, then this shit will get dragged for too long. Especially with SMAR decision being a wild card too.
Maybe there is a silver lining hope for this deal, even though it's dim.
Insider trading is illegal, with all the attention the company is getting he would be caught immediately if he tried to profit from something positive he knows is coming because of his position.
See Yuji Naka that got even arrested
Bernoulli
M2 slut
this confirms that CMA is Sony
Eotheod
Member
Doesn't stop people from trying, because they think their situation is unique and overt. I never fully understand that mindset, because you are playing with literally millions of dollars so how the hell can that be overt?Insider trading is illegal, with all the attention the company is getting he would be caught immediately if he tried to profit from something positive he knows is coming because of his position.
See Yuji Naka that got even arrested
Though, the purchase of $1M in stock could be off the back of Activision Blizzard's phenomenal returns in their last financial report. With Diablo IV also primed for release soon, and having such heavy windfall behind them on that specific title could see the stock rise. Or it could quite actually be them knowing something is up.
Sony was England all along.
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Heisenberg007
Gold Journalism
He is buying shares because he expects the stock price to increase. It could be for 2 reasons:I'm not the best at stock info but yeah generally people sell when the stock value is about to drop, so buying would mean he expects the stock value to increase in the coming weeks/months. And MS agreed to buy at $95 share.
- The deal goes through: MS purchases ABK at $95 per share. The guy is buying at ~$75 per share. So he earns a 20%+ gain.
- The deal does not go through: The stock price does not hit $95. But he understands the financials of the company and also expects to receive $3 billion from Microsoft in the form of penalty, which will increase the stock price as well as the dividend amount.
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