ROFR Thread July to Sept 2025 *PLEASE SEE FIRST POST FOR INSTRUCTIONS & FORMATTING TOOL*

I suspect they don't sell much BLT because the cost direct is so high. GFV is cheaper.
I think if more contracts were put up for sale, they’d consider it. The high direct price almost argues in favor of grabbing points when they can. I just don’t think there’s enough volume for them to grab enough to make it worthwhile.
 
I think if more contracts were put up for sale, they’d consider it. The high direct price almost argues in favor of grabbing points when they can. I just don’t think there’s enough volume for them to grab enough to make it worthwhile.
This is a great point. There's always something on the market for BLT, but maybe because it's so large they have a tough time piecing enough points together from the same locations to sell as one unit.
 

This is a great point. There's always something on the market for BLT, but maybe because it's so large they have a tough time piecing enough points together from the same locations to sell as one unit.
Or maybe they just already have some units in inventory available for sale. So for example, it looks like they went on quite the run with ROFR at BLT in 2022 and 2023. So if they accumulated enough points, they might still have some of those. Or if they purchase that one last contract that unlocks a full unit for them, it might take a long time to sell the whole thing direct at $275.
 

















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