Aberdeen's Gilbert Says Disney Didn't Buy Fox to Get Sky

The transcript discusses Disney's acquisition of Fox and its interest in Sky. It highlights that Sky is a minor part of the deal and that the main goal is consolidation in the media sector. The Disney bid has reduced political pressure on the Sky acquisition. The discussion also touches on regulatory approval and whether Disney should make a mandatory offer if the Fox-Sky deal fails. The rationale behind the Disney-Fox merger is emphasized as strategic consolidation rather than acquiring Sky.

What is the speaker's opinion on whether Disney should make a mandatory offer if the Fox-Sky deal falls apart?

What rationale does the speaker provide for the Murdochs' decision to combine with Disney?