This is just my own speculation, but:
- I think as we've all done throughout this you look at historical patterns. Grand Floridian saw a similar lack of ROFR prior to selling Big Pine Key; although when you look back at the data there were some one offs in October 2021, five months before the new building went on sale. Coincidence that this might align with the Poly timeline? Let the conspiracies begin!
- Honestly, DVC can't NOT be attracted by Poly points in the $125-$135 range. They stand to make roughly $100pp on flipping these once the new tower goes on sale. If they've got the cash this is an easy money maker and I feel like they've got to know unlike CFW and RIV, Polynesian points should have no problem whatsoever with sales.
- Why would you ROFR points after stopping sales of Poly? Perhaps they overcommitted a little and just need to bump back up the reserves?
- The lingering question we don't know the answer to yet is whether this was just a "warning shot" letting everyone know they were monitoring price or if we will see more in the coming days and weeks. So far nothing the past few days...
- You'll notice that I intentionally ignored the main question here because I think anyone still doubting the association at this point is probably in denial of some form. Everything since December has aligned with that thought, and I personally have never wavered, in my opinion, even prior to that.