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<blockquote data-quote="CEB" data-source="post: 883581" data-attributes="member: 4905"><p>I don’t even know who or what to reply to at this point, I will just throw this out.... <img src="data:image/gif;base64,R0lGODlhAQABAIAAAAAAAP///yH5BAEAAAAALAAAAAABAAEAAAIBRAA7" class="smilie smilie--sprite smilie--sprite1" alt=":)" title="Smile :)" loading="lazy" data-shortname=":)" /></p><p></p><p>Rampant speculation to follow....</p><p>It seems to me that a LOT of the bump the BIG is hoping to get (keep in mind, they have not yet gotten it, but given their position we all expect they will) is coming from a fundamental shift in how the media is valuing these media deals. Everyone is suspecting that new trends / models / projections point to greatly increased revenue in live sports. Obviously the biggest teams will be the biggest draws and the highest revenue but the underlying point is that all of these live sports media deals may currently be very under valued. BIG is making noise because they are in the midst of a renegotiation. They are simply the first to the table in this new environment. I am sure the SEC is watching very eagerly because if BIG projections are anywhere close to what is being thrown around, you can bet the SEC is going to start looking for ways back to the negotiating table too.</p><p>Which brings us to the ACC... in theory, our deal is also currently undervalued. In 12-13 years, presumably, it will be grotesquely undervalued. I don’t know the provisions which would allow us to get back to the negotiating table but I suspect they would involve a fundamental change in membership (however the agreement defines that). Therefore, if we could add teams, we could get to the negotiating table. However, if there is unrest among our members, the process of adding teams gets complicated.... existing members bargaining their “yes” vote for a release from GOR or a guaranteed payout? Total speculation, but the long and short of it is;</p><p>- there is value already in the ACC that we are not realizing.</p><p>- our ability to realize that value potentially destabilizes the conference</p><p>- we’re 14 years away from a natural expiration of the agreement; a HUGE sum of money would remain unrealized if we do nothing.</p><p>- if we leap into action and jeopardize any current members, there’s no guarantee that new members offset the loss</p><p>However.... if these value swings are really as massive as people are projecting, standing pat may be a worse option than losing a couple of members. Then again, the loss of major members could have a long term effect of further widening the gulf between the ACC and BIGSECY.</p><p>I’m starting to feel like Phillips here... Can’t we all just get along?!?</p></blockquote><p></p>
[QUOTE="CEB, post: 883581, member: 4905"] I don’t even know who or what to reply to at this point, I will just throw this out.... :) Rampant speculation to follow.... It seems to me that a LOT of the bump the BIG is hoping to get (keep in mind, they have not yet gotten it, but given their position we all expect they will) is coming from a fundamental shift in how the media is valuing these media deals. Everyone is suspecting that new trends / models / projections point to greatly increased revenue in live sports. Obviously the biggest teams will be the biggest draws and the highest revenue but the underlying point is that all of these live sports media deals may currently be very under valued. BIG is making noise because they are in the midst of a renegotiation. They are simply the first to the table in this new environment. I am sure the SEC is watching very eagerly because if BIG projections are anywhere close to what is being thrown around, you can bet the SEC is going to start looking for ways back to the negotiating table too. Which brings us to the ACC... in theory, our deal is also currently undervalued. In 12-13 years, presumably, it will be grotesquely undervalued. I don’t know the provisions which would allow us to get back to the negotiating table but I suspect they would involve a fundamental change in membership (however the agreement defines that). Therefore, if we could add teams, we could get to the negotiating table. However, if there is unrest among our members, the process of adding teams gets complicated.... existing members bargaining their “yes” vote for a release from GOR or a guaranteed payout? Total speculation, but the long and short of it is; - there is value already in the ACC that we are not realizing. - our ability to realize that value potentially destabilizes the conference - we’re 14 years away from a natural expiration of the agreement; a HUGE sum of money would remain unrealized if we do nothing. - if we leap into action and jeopardize any current members, there’s no guarantee that new members offset the loss However.... if these value swings are really as massive as people are projecting, standing pat may be a worse option than losing a couple of members. Then again, the loss of major members could have a long term effect of further widening the gulf between the ACC and BIGSECY. I’m starting to feel like Phillips here... Can’t we all just get along?!? [/QUOTE]
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