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Pixar Animation Studios (PIXR) Message Board

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  • Robear_77 Robear_77 Oct 2, 2001 10:26 PM Flag

    Shareholders Meeting (Part 1)

    Today is roughly thirty days before the release of �Monster�s Inc�.
    Will we go from roughly $40 to $50 in thirty days?

    Here is some historical information for those who care:

    1998 - From $43 to $53 in thirty days

    October 21, 1998 - Roughly thirty days before �A Bug�s Life� released
    Pixar�s high for the day was �$42.9375�

    November 23, 1998 - Two days before �A Bug�s Life� released
    Pixar�s high for the day was �$53�

    1999 - From $38 to $50.4 in thirty days

    October 21, 1999 - Roughly thirty days before �Toy Story 2� released
    Pixar�s high for the day was �$37.9375�

    November 23, 1999 - The day before �Toy Story 2� released
    Pixar�s high for the day was �$50.375�
    ------------

    I happen to believe that Walt is right and that we will see $50 between now and November 2nd
    (Smarter shorts will wait until then.)

    Here is my reason why: �Increased consumer awareness for a well managed, profitable company�

    The following is a quote from the notes that Antasia provided for the September 14th shareholders meeting:

    Steve then talked about Monster's Inc. and introduced Disney's marketing campaign
    + Will have the biggest marketing campaign in Disney's history (Approx. $175Mil)
    + Months of October and November will be "Monsterized". (Restaurants, stores, theaters, etc.)
    + Promotional partners include: Pepsi, Kellogs, Kraft, Frito Lay, Tropicana, Dreyers
    + Promotional partners include: Toys R Us, Wal Mart, Hasbro
    + Promotional partners include: McDonald's and Knight Ridder
    + Over one hundred thousand displays containing Monster's Inc. merchandise presented nationwide
    + Over three hundred fifty million products will carry the Monster's Inc. logo
    + Some items are already beginning to roll out
    + Peter Doctor is the Director of Monsters. (Studied under John Lasseter for over 10 years)
    + Monster's is a great film, second to none of Pixar's prior films

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    • Irdd, you might have completely ignored the bigger picture in 1998 and 1999

      The highs in both of those years surrounded major marketing campaigns. The early build up in 1998 was due to a fortune spent promoting Bug�s Life in Q2 and early Q3. The early build in in 1999 was tied to the television promotion of Bug�s Life on video and DVD

      Additional highs, (always in the $50�s), occurred in the 30 days leading up to the November movie releases.

      Irdd, how quickly you forgot the photographs that many of Pixar�s investors took during:
      �The Great Mall Tour of 1998�.

      �Irdd, pay no attention to the leaf, simply step around it and you will find the line again�

      This month the money is flowing into the biggest marketing campaign in Disney�s history.

      Ignore the fact that the price builds up during the market campaign and
      You will be ignoring a great opportunity.

      Irdd, open you eyes, step around the leaf .
      Reread post: 39169 (follow the link below)

      Good Luck

    • robear - you completed ignored the bigger picture in 1998 and 1999...the high for the year was in june and not the month before the picture was released...

 

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