tidefan
DIS Veteran
- Joined
- Apr 1, 2007
- Messages
- 4,368
I think the issue at DLT is going to be the average contract size, as mentioned above. I think this is going to sell to a lot of current members, which seems to suggest selling out quick, but if those members are adding on 50 point contracts instead of 150 point contracts, then DVD will have to sell 3 times as many contracts to keep up. I think this is going to sell really well, but the work here for DVD will be in the volume. They are going to have to sell a bunch more contracts. VGF2 had around 1.8 million points just with the 200 studios. DLT will have over 3 million to sell, and again, I would imagine that the average contract size is going to be less than what you see at WDW based resorts. Time will tell...This where the math falls apart for me, but it is exactly what they did for GF pricing it so low. I was stunned they did it with VGF, but I guess they had to, still holding the bag on all of that RIV and Aulani, and that hasn't changed. And VGF2 is such a small project compared to any of these, DL Tower, RIV, or POly2.
They don't have to price DLT to sell. I think they price high and maybe add incentives if it isn't working. That's the opposite of what the podcast guessed, that opening price would be cheapest.
VGC dropping now is crazy. I haven't seen anything like this since I started looking at DVC. Good time to buy VGC for sure.