Taistelu Disneyn hallituspaikoista jatkuu ja Peltz julkaissut näkemyksiään Disneyn nykytilasta:
Peltz/Trian Files Preliminary Proxy Statement For Disney’s 2024 Annual Board Meeting:
"Disney is resisting change and asking shareholders to endorse a Board comprised mainly of legacy directors (and their hand-picked successors) who have repeatedly failed to properly plan for CEO succession, misaligned the incentives of management, and failed to oversee or drive a strategy to get
the streaming business to profitability or the studios to produce good content"
Peltz kävi myös CNBCn haastattelussa:
Transcript - https://www.cnbc.com/2024/01/18/cnbc-transcript-billionaire-activist-investor-nelson-peltz-talks-disney-proxy-fight-on-cnbcs-squawk-on-the-street-today.html
PELTZ: This board from Bob, every independent director has underperformed the S&P on every measure one year, three years, five years, ten years. How much more do we have to go? How long do we have to continue to suffer with this great board?
…
PELTZ: They have a lot of substantive people on the board, but let me give you this fact. The entire board, including Bob, own less than $15 million worth of stock each. That’s not a hell of a lot of commitment to this company given the fees, etc. that they get from being a director or an officer of his company. And when you want to talk about Bob, Bob is taking a billion dollars out of this company since he’s been there. A billion dollars.
CRAMER: Do you think he’s overpaid?
PELTZ: I gotta finish this statement. Last year, he got paid 31 and a half million dollars. Okay. Earnings were down. They missed everything. The stock was down. Everything went bad. And he got 31 and a half million dollars. You know, I don’t understand what this board is doing. I don’t know what they’re there for other than friends of Bob. You know, that is what this is all about. They are friends with Bob, it is a hand-picked group of directors who are not doing their job.
Disneyn yhtiökokous, jossa päätetään hallituksesta on vasta huhtikuussa. Osari julkaistaan 7.2.
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edit: Peltzin viime vuotinen kirje Disneyn osakkeenomistajille löytyy täältä ja tänä keväänä odotettavasti vastaava rapsa ennen yhtiökokousta, sillä lukujen valossa Disneyn suorittaminen ei ole ollut erityisen vahvaa :