Finally - thanks for the pics. And I agree on the land development plan. I have copies of their maps and master plans, and it's clearly slated for development.
Those balloons are most definitely in the very location that the 4th resort would go, if built. One of the balloons, in the third pic, does seem quite high...maybe not CR high, but high. The other two are on par with Poly.
Based on what we've seen recently, I predict they're doing a feasibility study.
A) Do we tear down the Luau Cove, build one measly DVC building at the poly with very few rooms relative to every other DVC property....knowing full well that it's the most popular resort and will sell instantly....
B) ...or do we go back to the Master Plan and build an Aulani-like resort that's part DVC, part Resort, completely integrated from the start, and has a nice, fresh, intensive theme?
I vote for B.