No I’m not going to. There were double points next year which is why I was ok going to 90 but not going to play silly games when precedent has been set for what is realistic (in my mind at least)!
Fidelity is (usually) pretty reasonably priced, and their average for that resort and contract size in June was a shade above that. Given that it is more-loaded-than-stripped, it is not unreasonable for the seller to hold out for a better offer. Even if those are asking and not selling prices, the Board Sponsor (which I'm 99% sure reports selling prices) is in the same ballpark for June overall.
As always, the market is a range. The ROFR board tends to be the bottom end of it, for reasons that should be obvious. If I were a non-distressed seller, I would not let the reports here dictate what I thought was reasonable. It is a data point, but only one.
Fidelity is (usually) pretty reasonably priced, and their average for that resort and contract size in June was a shade above that. Given that it is more-loaded-than-stripped, it is not unreasonable for the seller to hold out for a better offer. Even if those are asking and not selling prices, the Board Sponsor (which I'm 99% sure reports selling prices) is in the same ballpark for June overall.