I’m surprised The Jay sale hasn’t happened yet. It definitely is the next piece. Might be they are trying to package with Burke which no body wants. I think that jay is bought by Alterra. Vail took on Debt for the big buy earlier this yr and probably tapped out leaving it to Alterra. Having both Jay and Mt Tremblant gives them a dominate position in the Montreal market
Vails next buy in the East is Smuggs probably in a yr or two
The Canadian ski market will also get in the action with RCR either buying to get bigger or being bought
Burke might end up being taken private as a non profit as part of the ski academy with the academy moving into the Hotel
if You French Fry when you should Pizza you are going to have a bad time
Remind me again what is needed trail/lift-wise to connect Stowe with Smuggs?
All you need is an easement over the top of Spruce Peak, which they had in the past, and may still have. IIRC the skate across the top is about the same or easier than Twister to BRQ by Cedars. We did it all the time back in the 60's, but millennials will want an Alta style 2 way T-bar or maybe a continuous gondola like the one at Spruce base.
I don't think either Jay or Smuggs are top shelf targets for VR or Alterra. I haven't been to either a while, but my impression was the neither of them drew very big crowds. Am I wrong about that?
I think the last remaining buy out opportunities in the East are Bromley/Jiminy and Windham, because they have the largest concentration of high income Connecticut/NJ/NYC skiers. I don't think Powdr or Boyne will pull out of IKon or that VR will go after Sugarbush or other Ikon partners, but if those things happen, all bets are off.