You could well be right tbf, I've lost track a bit on the Fred front of "new" info vs. what gets repeated often enough to be taken as fact. Either way, I'd bet very good money that's who was being referred to
I know from many years of experience that in the case of Avalon it all starts happening in about February time, so well after the main ticket sale but before balance payments are due
Isn't it still just one rumour, that people tend to believe?
(Not saying I doubt it - just that I'm not aware of much new of substance beyond the initial claims from a couple months ago)