Disclaimer: I’m a noob so please chime in any additional information I should include, as well as any viewpoints that you have.
The play idea - Netflix acquiring companies creates an opening to buy long positions. They are expected to close a deal with Scanline VFX sometime in Q1. In response to this news Netflix dumped today. I have a couple working theories currently.
(I’m not experienced enough to know the most likely scenario.)
-
Netflix will continue trending up through Q1 until the finer details of the acquisition are announced and then dump again before regaining a foothold.
-
Netflix will trend sideways and dump in Q1 when the details are announced before regaining foothold.
-
Netflix will trend up through Q1 and then continue to trend up when the deal is announced because its priced in and stocks only go up lel.
11/22/2021 - NFLX News :
Announces deal to acquire Scanline VFX by end of Q1 2022
Here is the blog post from the vp:
https://about.netflix.com/en/news/bringing-more-vfx-magic-to-our-members-with-scanline-vfx
And here is the article from the wsj
https://www.wsj.com/articles/netflix-to-buy-special-effects-firm-behind-stranger-things-game-of-thrones-11637607167?mod=wsj_RHF
Here is the link to Scanline that I ripped from the blog:
the 11/22/2021 trading day in response to the news
On sept 22 Netflix made a similar announcement reacquiring Roald Dahl Story Company
The stock saw similar movement which resulted in small dump and a slow reclimb.
https://about.netflix.com/en/news/netflix-acquires-iconic-roald-dahl-story-company
However I found an article from the 21st that says they are in talks:
https://www.reuters.com/business/media-telecom/netflix-talks-buy-childrens-classics-author-roald-dahls-works-bloomberg-news-2021-09-21/
as well as
September 28th:
Night School Studio Joins netflix
september chart:
please note that both of these headlines occur in in the last half of the month. There is a run up on the 20th before the announcement and then it trades sideways for a little while before breaking back out. And it might also be worth noting that the most recent Scanline announcement occurred in the last half of the month.
Here is a list of all Roal Dahl Story Company’s
Books, stories, curated collections, and other published works
- The Gremlins (1943)
- Over To You (1946)
- Some Time Never (1948)
- Someone Like You (1953)
- Kiss Kiss (1960)
- James and the Giant Peach (1961)
- Charlie and the Chocolate Factory (1964)
- The Magic Finger (1966)
- Fantastic Mr Fox (1968)
- Charlie and the Great Glass Elevator (1972)
- Switch Bitch (1974)
- Danny, the Champion of the World (1975)
- The Wonderful Story of Henry Sugar and Six More (1977)
- The Enormous Crocodile (1978)
- My Uncle Oswald (1979)
- The Twits (1980)
- George’s Marvellous Medicine (1981)
- Revolting Rhymes (1982)
- The BFG (1982)
- Dirty Beasts (1983)
- The Witches (1983)
- Roald Dahl’s Book of Ghost Stories (1983)
- Boy: Tales of Childhood (1984)
- The Giraffe and the Pelly and Me (1985)
- Two Fables (1985)
- Going Solo (1986)
- Matilda (1988)
- Rhyme Stew (1989)
- Ah, Sweet Mystery of Life (1989)
- Esio Trot (1990)
- The Vicar of Nibbleswicke (1991)
- The Minpins (1991)
- Roald Dahl’s Guide to Railway Safety (1991)
- My Year (1991)
Play scripts and film screenplays
- The Honeys (stage play, 1955)
- You Only Live Twice (film screenplay, 1967)
- Chitty Chitty Bang Bang (co-wrote film screenplay, 1968)
- The Night Digger (film screenplay, 1971)
- Willy Wonka and the Chocolate Factory (co-wrote film screenplay, 1971)
Anthologies and collections co-written by Roald Dahl or inspired by his writings
- The Roald Dahl Cookbook (1991)
- Revolting Recipes (1994)
- The Roald Dahl Treasury (1997)
- Even More Revolting Recipes (2001)
- Songs and Verse (2005)
- More About Boy (2008)
- Completely Revolting Recipes (2009)