ROFR Thread July to Sept 2022 *PLEASE SEE FIRST POST FOR INSTRUCTIONS & FORMATTING TOOL*

[HIRyeDVC]

Dvcl0v3r---$135-$7450-50-RIV-Oct-0/20, 0/21, 25/22, 50/23- sent 6/20 approved 8/3

approved? I'm so confused.....

 

[MICKIMINI]

SCOOP...can't say where I got it: *DVC's been waiving SSR, BC, AKL and GF the past week*.

Excellent source. This could change. YMMV.

 

[pianomanzano]

SCOOP...can't say where I got it: *DVC's been waiving SSR, BC, AKL and GF the past week*.

Excellent source. This could change. YMMV.

GF should always be waived since it's in active sales, they waived as low as the 140s for GF. And based on this thread, some SSR and AKL have been ROFR'ed the past couple of days. Maybe just not lucky or just not a hot tip?

 

[MICKIMINI]

GF should always be waived since it's in active sales, they waived as low as the 140s for GF. And based on this thread, some SSR and AKL have been ROFR'ed the past couple of days. Maybe just not lucky or just not a hot tip?

Just passing on info I got this morning...

 

[Paul Stupin]

It depends. If you had to sell your CCV points and they had to go on the market with a bunch of others that were out there aging 60+ days on the market at a price "above ROFR" why would one sell above any of the others that were sitting out there? Yes, some will sell at this higher price. If you wanted to call that the market price, it's the market price @ that much lower sales volume.

Price elasticity (more sell at lower prices and less sell at higher prices) and the artificial floor created by ROFR leads to more contracts sitting on the market. In a market with no ROFR floor, those who were more motivated to sell could lower price to move their contracts quicker and this could even help you if you wanted to sell at that higher end of the price curve as perhaps there was a lot less inventory at the lower prices and if someone really wanted to buy a resale ROFR they would see a lot less contracts and move on your higher price to get what they want.

I'm not saying 140 to 150 is the true value. It's the price that would tempt me to buy in earlier than I "should" as I want the points but don't need them...... If the market never moves this low, then I'll wait until I have more funds to buy at that higher price point and decide what to do at that time. If I had to guess the market value it would be between 140(low) to 170 (high) with the median somewhere around the high 150s (adjustments for stripped contracts, contract size, etc. also factored in).

I made a fun supply demand graph in last quarters ROFR thread that would also be a good reference for this conversation

But one thing I’ve learned from these boards is that no matter how many times lowball accepted offers are taken by ROFR, some buyers will repeat the process seemingly endlessly in the hope that one will sneak through. And sometimes, as we all know, they do.
So if a motivated seller lowers his price to a level where it will likely be taken by ROFR, some buyer will get an accepted offer anyway, and do Disney a favor so they can swoop in as usual. The seller gets their money anyway. So ROFR helps sellers, no?

 

[Keppyslinger]

GF should always be waived since it's in active sales, they waived as low as the 140s for GF. And based on this thread, some SSR and AKL have been ROFR'ed the past couple of days. Maybe just not lucky or just not a hot tip?

Hope springs eternal, but my contract was bought back Monday but maybe I missed the window…

 

[CaptainAmerica]

So if a motivated seller lowers his price to a level where it will likely be taken by ROFR, some buyer will get an accepted offer anyway, and do Disney a favor so they can swoop in as usual.

I am not finding that to be the case. Buyers aren't even offering.

 

[Leight19]

Just passing on info I got this morning...

I could see a scenario where this decision was implemented this week and the notifications for buybacks being communicated this week simply pre date the decision to pause buybacks (I’m sure there’s lag between when Disney decides and when it’s finally communicated). Maybe this is wishful thinking but it’s enough for me to start looking for more akv points.

 

[MICKIMINI]

I could see a scenario where this decision was implemented this week and the notifications for buybacks being communicated this week simply pre date the decision to pause buybacks (I’m sure there’s lag between when Disney decides and when it’s finally communicated). Maybe this is wishful thinking but it’s enough for me to start looking for more akv points.

We just closed on two AKV's today woo hoo! Welcome fellow AKV owner!!

 

[CaptainAmerica]

Me: It's time to start saving money for Poly 2.

@MICKIMINI: They've paused buybacks at AKV.

 

[hereforthechurros]

Our AKL offer should be coming under review soon (it's been in ROFR for 22 days) so obviously hoping that's true.

 

[MICKIMINI]

MICKIMINI---$127-$7312-50-OKW(E)-Oct-2/21, 89/22, 50/23- sent 8/3

Did I say OKWE was not on *the list* LOL! Let's give it a try...

 

[CaptainAmerica]

MICKIMINI---$127-$7312-50-OKW(E)-Oct-2/21, 89/22, 50/23- sent 8/3

Did I say OKWE was not on *the list* LOL! Let's give it a try...

Jeeze how come my UY never has anything this good?

 

[gskywalker]

But one thing I’ve learned from these boards is that no matter how many times lowball accepted offers are taken by ROFR, some buyers will repeat the process seemingly endlessly in the hope that one will sneak through. And sometimes, as we all know, they do.
So if a motivated seller lowers his price to a level where it will likely be taken by ROFR, some buyer will get an accepted offer anyway, and do Disney a favor so they can swoop in as usual. The seller gets their money anyway. So ROFR helps sellers, no?

Not that disney ever takes AUL but I am still tempted to try for the stripped 350 sub contract. At $100 maybe a little over, I could convince myself. Only problem is wife is working on a 60k kitchen project right now.

 

[CaptainAmerica]

Only problem is wife is working on a 60k kitchen project right now.

 

[gskywalker]

MICKIMINI---$127-$7312-50-OKW(E)-Oct-2/21, 89/22, 50/23- sent 8/3

Did I say OKWE was not on *the list* LOL! Let's give it a try...

Honestly after staying In an okw 2bdrm 2 weeks ago at HH, we fell in love. If it wasn't for tax consequences I am pretty sure we would sell our blt to buy sub AUL strictly to use at okw all the time

 

[MICKIMINI]

You go girl!!!!!!!!!

 

[CaptainAmerica]

Honestly after staying In an okw 2bdrm 2 weeks ago at HH, we fell in love. If it wasn't for tax consequences I am pretty sure we would sell our blt to buy sub AUL strictly to use at okw all the time

The only problem with an OKW 2BR is that they're so big you can get lost on your way to go pee in the middle of the night.

 

[gskywalker]

If it wasn't for her shopping I wouldn't have had "480" extra free points this year(bought our blt with 2 years dues free and could still sell now just 6 months later for more.) Stupid US government trying to take money from a poor lowly cdn. Ps I really want to just take 2k us devote it to ridiculously low offers to help those who need out and force disney to rofr.

 

[MICKIMINI]

Jeeze how come my UY never has anything this good?

We have a direct OKWE and have been looking for at least covid19 era to now add to our 2057 OKW's. We just closed today on two 40 point AKV's (twins) we paid $140 for.

We've flipped off some 2042 OKW this year (and got WAY more than $127) on faith that we'd find another...and DH just happened to be here when I found it. I have one more 2042 OKW to flip. How could he say no LOL???