I think we’re the forgotten ones! I think everyone else has heardDay 38

I think we’re the forgotten ones! I think everyone else has heardDay 38
I think we’re the forgotten ones! I think everyone else has heard![]()
I called last Friday and they said we’d hear Monday or Tuesday. I called Tuesday and was told they’d emailed Disney about our contract along with a few others and that they were just backed up.Had your broker checked on the status of your contract to make sure they didn’t lose it?
I called last Friday and they said we’d hear Monday or Tuesday. I called Tuesday and was told they’d emailed Disney about our contract along with a few others and that they were just backed up.
I’ll call tomorrow afternoon if I don’t hear anything in the meantime.
Yes, once I saw the updated prices- I knew my offer was too good to be passed up by them. However, i was banking on the fact that there are no points until 2020 as a sure thing... oh well--- they win again..lolI'm sorry. I was afraid this was likely to happen. Also with how they hiked BLT direct that same week.
Good luck to you! I feel the market value for BLT is somewhere around $120 per point, and we are in a disruption caused by increased ROFR activity. Once they reduce their intervention prices would go to more reasonable levels, like AUL or VBR.Ha we are sending one for the same amount per point. Ours is 175 points and was listed at $129 so we offered $125 sending the deposit today.
Wishing you all the best perhaps they will get the message if we refuse to inflate the BLT price in resale.
Well, a lot of people say DVD doesn’t want to have all this inventory and pay MF’s on it. If the contracts are stripped until 2020 with the seller crediting MF’s through 2020, that may be atttractive to them. Maybe they’re trying to bulk up on some inventory while the prices are still lower compared to direct and save themselves from paying MF’s. Once the prices start to rise (if they do), then they won’t be buying back as many.
Cost of capital for DVD must be around 15% - I cannot imagine them spending money on points that cannot be sold this year.Well, a lot of people say DVD doesn’t want to have all this inventory and pay MF’s on it. If the contracts are stripped until 2020 with the seller crediting MF’s through 2020, that may be atttractive to them. Maybe they’re trying to bulk up on some inventory while the prices are still lower compared to direct and save themselves from paying MF’s. Once the prices start to rise (if they do), then they won’t be buying back as many.
Not saying you are wrong, but that seems really high. What factors do you think would cause that? I would guess closer to 5% without any inside knowledge due to the fact they are like a financial company in a lot of ways. Especially in the context of ROFR purchases.Cost of capital for DVD must be around 15% - I cannot imagine them spending money on points that cannot be sold this year.
I don't think stripped vs full really matters to DVD. They only sell them with full points so Mickie must be magically filling up those stripped contracts.This is my husband’s theory. The stripped contracts and those with seller paying dues are probably more attractive at this point.
Well, a lot of people say DVD doesn’t want to have all this inventory and pay MF’s on it. If the contracts are stripped until 2020 with the seller crediting MF’s through 2020, that may be atttractive to them. Maybe they’re trying to bulk up on some inventory while the prices are still lower compared to direct and save themselves from paying MF’s. Once the prices start to rise (if they do), then they won’t be buying back as many.
LadylvsTramp---$133-$22988-160-BLT-Feb-0/18, 160/19, 160/20, 160/21-paying dues for 2019- sent 1/15 taken 2/20
Well my new motto go Low because they can’t take them all!
Not to be a negative Nelly but it seems like they are going for stripped contracts more often than loaded. Which is a further data point that is completely confusing and makes for no pattern with these silly buy backs.
Well, a lot of people say DVD doesn’t want to have all this inventory and pay MF’s on it. If the contracts are stripped until 2020 with the seller crediting MF’s through 2020, that may be attractive to them. Maybe they’re trying to bulk up on some inventory while the prices are still lower compared to direct and save themselves from paying MF’s. Once the prices start to rise (if they do), then they won’t be buying back as many.
There are a lot of BLT contracts available on resale sites. They can't take them all! Get the deal.Ha we are sending one for the same amount per point. Ours is 175 points and was listed at $129 so we offered $125 sending the deposit today.
Wishing you all the best perhaps they will get the message if we refuse to inflate the BLT price in resale.
So do you think a contract for bay lake tower with full points and buyer paying would have a better chance. Husband said go ahead make one more offer, don't know if i want to try VGF or Polynesian or give BLT one more chance. Any insight is appreciated. Broker said VGF and Polynesian seem to be getting waived at a much larger rate than BLT
What issue were you having? Just curious in case there's something that needs to be fixed![]()
So do you think a contract for bay lake tower with full points and buyer paying would have a better chance. Husband said go ahead make one more offer, don't know if i want to try VGF or Polynesian or give BLT one more chance. Any insight is appreciated. Broker said VGF and Polynesian seem to be getting waived at a much larger rate than BLT
, I'm going with the drunken monkey theory I read a few pages back!![]()
See this link here - Disney's return on invested capital is close to 16%. https://www.gurufocus.com/term/ROIC/DIS/ROIC-/Walt-Disney-CoNot saying you are wrong, but that seems really high. What factors do you think would cause that? I would guess closer to 5% without any inside knowledge due to the fact they are like a financial company in a lot of ways. Especially in the context of ROFR purchases.