Hey Mav, when i read this post yesterday I thought you may have had confirmation bias or something. Or maybe you were seeing the RV world with rose tinted glasses.
But then i read the Forbar update on the RYM thread this morning (post by GWD) and it says the same as you. RYM must have been really naive huh. Looks like yes you still know your stuff :cool:
Forbar:.....The relative weakness in new sales (still expected to be up ~+50% from the very weak first half, but down ~-10% versus 2H23) is not that surprising, in particular as it appears to be concentrated in a few villages where the main building is yet to be completed. It is, however, disappointing that it appears to have caught RYM off guard.....