Apollo have a lot of catching up to do, The key metric will be...

Apollo have a lot of catching up to do,

The key metric will be utilisation rate, not sure if they publish this -

e.g. how many vehicles are leased at the same time and at what percentage of their entire fleet -

Those metrics will be key to understand the potential upside available, before extra capital is require to add revenue.

As for CHL - they will also struggle with getting new vehicles, i personally dont and won't ever buy an RV - but i also assume there is not many around, unlike other vehicles or rental properties. There is limitation to their model as well, albeit from a low base.