ROFR Thread April to June 2024 *PLEASE SEE FIRST POST FOR INSTRUCTIONS & FORMATTING TOOL*

[Galactic Reversal]

Not sure how well I trust that ranking. Mine is 17th somehow and I still feel like I overpaid for poly lol

Actually you probably should be ranked higher, the normalized price doesn't take into account that smaller contracts demand a premium.

 

[BWV Dreamin]

I just don’t go by an algorithm. Too many factors.

 

[AwfulWaffle]

There was another 100 point fully loaded that popped up on my radar a week earlier at 135 a point but with an October use year. I seriously contemplated another use year but was like pass I guess. Within 15 minutes it was pulled from the site. I knew the listing agent and she confirmed full price so hopefully it was another fellow member of the forums that got it

 

[Tatebeck]

I didn't know about the dvcrofr site! I checked and my VGC contract was #2! Lost out on number 1 to a 200 pt contract at 245/pt with a bunch of banked points. So close! But if they don't take into account contract size maybe it was really a wash. But I am still very happy either way!

 

[wilkydelts]

I just don’t go by an algorithm. Too many factors.

That’s fine but you also can’t then claim “you are really going to test ROFR with your great deal”

 

[HyperspaceMountainPilot]

That’s fine but you also can’t then claim “you are really going to test ROFR with your great deal”

Back when ROFR took more contracts, was it actually by deal quality or did it take stripped contracts with a lower value?

 

[Tatebeck]

Back when ROFR took more contracts, was it actually by deal quality or did it take stripped contracts with a lower value?

Looking at the ROFR website graphs it looks like the ones they took were always at the bottom of the price point graph, but jumbled in the middle of the normalized graph. So I think they primarily were looking at price per point and not looking much further.

So if the ROFR monster wakes up, It is usually easier to sneak through a loaded contract at a higher price point than a stripped contract at a lower price in my eyes.

 

[AstroBlasters]

Looking at the ROFR website graphs it looks like the ones they took were always at the bottom of the price point graph, but jumbled in the middle of the normalized graph. So I think they primarily were looking at price per point and not looking much further.

So if the ROFR monster wakes up, It is usually easier to sneak through a loaded contract at a higher price point than a stripped contract at a lower price in my eyes.

It still shows one of my VGF contracts as “pending” when it was ROFR’d.

 

[Galactic Reversal]

It still shows one of my VGF contracts as “pending” when it was ROFR’d.

There are a lot of little fixes that are needed for data from the past few months. The process only looks for full strings.

 

[AstroBlasters]

Yes that is the discussion.

I think the question “Does Disney differentiate between stripped and loaded contracts or is it just ppp” is an interesting one.

They didn’t take the 1000pt $68ish pp double stripped AUL contract…. but that doesn’t really tell us anything.

 

[Tatebeck]

Yeah I think it just depends on if they have ROFR "Turned on" for a certain resort, and if it's below a certain price point. Some times are almost totally safe if they have it turned off, and then the lower priced contracts are susceptible if it's turned on for a certain resort at that time.

The graphs make it pretty easy to see. There are small periods with a lot of purple ROFR when they want points, always towards the bottom of the graph, then they turn it off for a while. I wonder if it just has to do with how many standing add on requests they have for sold out direct points that they think they can easily flip.

 

[AstroBlasters]

Yeah I think it just depends on if they have ROFR "Turned on" for a certain resort, and if it's below a certain price point. Some times are almost totally safe if they have it turned off, and then the lower priced contracts are susceptible if it's turned on for a certain resort at that time.

The graphs make it pretty easy to see. There are small periods with a lot of purple ROFR when they want points, always towards the bottom of the graph, then they turn it off for a while. I wonder if it just has to do with how many standing add on requests they have for sold out direct points that they think they can easily flip.

I would think that broker’s “Instant Sale” prices would be the most at risk of ROFR…. and those are not even reported on the ROFR thread.

 

[HyperspaceMountainPilot]

I would think that broker’s “Instant Sale” prices would be the most at risk of ROFR…. and those are not even reported on the ROFR thread.

Probably a difficult choice for the board sponsor whether to promote contract taken vs. making it more obvious what they are able to buy loaded contracts for.

If @Tatebeck’s theory is correct, DVC should not be taking stripped contracts because they can’t easily resell them.

 

[Tatebeck]

If @Tatebeck’s theory is correct, DVC should not be taking stripped contracts because they can’t easily resell them.

But from the graphs it seems like they do take stripped contracts. I wonder if they just sit on them and use those buybacks to defend fast price drops or if they do some Disney "Magic" to get points transferred back to that contract to un-strip it

 

[Chili327]

Go put the deal in the DVCROFR.com pricing tool.

I just don’t go by an algorithm. Too many factors.

Great tool for sure (everyone should run a contract through there before they make any offer), but it can’t be perfect for every contract, nor predict any personal value.

 

[atthebeachclub]

Passed ROFR on day 29! Ready to spend some quality time at Stormalong Bay!

Removed my data string to post separately as it wasn’t correctly pulling into the ROFR tool.

 

[Minnie84]

Minnie84---$108-$12462-100-BWV-Jun-0/23, 200/24, 100/25- sent 4/10, passed 4/29

 

[Les Poissons]

Les Poissons---$115-$18026-140-BLT-Feb-0/23, 280/24, 140/25, 140/26- sent 4/11, passed 4/29

Just got the email that we passed ROFR. String has been updated

 

[AstroBlasters]

Les Poissons---$115-$18026-140-BLT-Feb-0/23, 280/24, 140/25, 140/26- sent 4/11, passed 4/29

Just got the email that we passed ROFR. String has been updated

Wow! It is truly all eyes on POLY & VGF…. nothing else….

 

[CarolynFH]

But from the graphs it seems like they do take stripped contracts. I wonder if they just sit on them and use those buybacks to defend fast price drops or if they do some Disney "Magic" to get points transferred back to that contract to un-strip it

When DVD takes a contract back, the points just go back into the pool for that resort, retaining their Residential Unit, and DVD can combine them with other points from that RU when they resell them. I’m not sure how the UY works, since DVD can change the month the UY starts. But the contract itself disappears as a discrete entity.