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We closed at $13.73. It's currently $13.57
We missed this weeks gain, like for like with last year.
Next week, we probably need 8% ish.
The interesting week is going to be the week after next, which last year was a stonker of a week with a huge gain, so we will see again what happens.!
US having a slight meltdown as US Inflation stayed the same, some analysts recon Inflation will stay until 2027 before it drops to the 2%
BUT, Viking, again, is up 4% today. which is 21% in a week since the shares hit the stock market after the IPO.
It's up 50% from IPO pricing of $21
Good weekend all.
I've set myself a goal of £13 ish for CCL.
Then, will sell down to a logical persons holding, spread the rest, and then stop looking.
Thank you, Bot. I only realised after that last post that it was a share buy-back by the bank, with a positive statement by the new/latest CEO.
I can’t take too much credit as I bought in some while ago at £2.85 so am up around 15%. The share still seems undervalued to me, especially when Barclays reckon the right rate for the final sell off to Joe Public is around £4.
B
Bhants.
Yes, and the response is obviously positive again.
Cannot believe how it keeps going up.!
It could be another RR and never stop.!
Awesome hold from you
I see that HMG has sold another chunk of shares in NatWest - stake now down to 22.5%.
B
Totally agree Bot. 2006 and beyond 💥
Holding in a SIPP and ISA’s. The SIPP can wait until 2030 + for all i care
Sometimes this share behaves as you would expect - but that is a rare occurrence. Mostly it moves in a direction that defies logic, charts, explanations and history. Al, part of the fun.
As Bot says, 2026 (got it right this time!) is the year to wait for.
B
Cheers Botbot!
Sound advice. I started with Carnival in Feb, because I'm having a go at running a SIPP and took a screen shot of all the shares that tanked just after covid, Carnival were near the top of my list and who doesn't love a cruise? Trying to apply maths, hocus pocus predictions and what little common sense I have and agree that this is definitely a seed that won't be ripe for a while yet :)
Badgerlips.
No, apologies, old threads and old conversations.
Just 100% pure speculation.
IF Carnival did do a like for like with last year, it would need a 5% gain today.
If you are new to Carnival, the best bit of advice we all could give you is, do not expect anything, do not think this will go in a straight line, expect the unexpected, and only think about 2026. Anything between now and then is a plus.
"We need a 5% day tomorrow to keep the hope alive for a like for like to last year."
I'm new to this game... as the post count might suggest, but this is this common? Do annual cyclical trends like this typically occur?
CUK Numbers
We closed at $13.72. Unfortunately it carried on all the way up to $13.92, and then dropped back to $13.75 where it closed.
So 3c, or 2.5p
We need a 5% day tomorrow to keep the hope alive for a like for like to last year.
So Global Warming is caused by Pollution........ ok, got it.
But Cleaner ships, which emit less pollution is causing the oceans to heat up because there is less smog over the oceans caused by the pollution......... right, ok, got it.
So if we all stopped using electricity, gas, coal, cars, planes, ships etc. etc. and all lived in caves.......then, I'm guessing then the world would over heat...??...
ok, don't really get it.
Results won’t be announced until last Wednesday or Thursday in June.
B
Almost time for results. Wonder when the hype starts?
Lol, Sun. I must swap my sausage fingers…….
😂
B
"In 2019 (last div) they had 10b of debt. Current debt is 28.5b and debt was reduced by 4.6b in the last year. (according to a quick, possibly inaccurate search).
So 4 years to get back to 10b, but that doesn't mean they won't pay one out sooner."
That is approx correct.
BUT.
For some of last year we were not at max capacity, and until recently, we had some debt at 11% interest rates, now it's 5%.
You would expect now with max+ capacity, increased charges per person, and low Interest rate charges, that we SHOULD..... in theory, be able to ramp up debt reduction even more.
If they are not early 20's by the end of the year, something is wrong for my two cents.
Plus, next year, you would then expect Interest Rates for the Fed to be lower, to which they should then be able to refinance again, and again lower the rates of Interest again, and with more ships at max+ capacity, should, again in theory, be able to ramp up repayments even more.
I would expect 15bn max by the end of 2025.
In 2019 (last div) they had 10b of debt. Current debt is 28.5b and debt was reduced by 4.6b in the last year. (according to a quick, possibly inaccurate search).
So 4 years to get back to 10b, but that doesn't mean they won't pay one out sooner.
Agree ,not before 2026 and long after that before we see $0.50c per quarter that we received before the pause. K
Bhants, 902 years from now..i think that sounds a bit excessive, i think they will pay it earlier!!! Hahahahaha
True, K, true.
I agree about Divi’s from CCL that 2926 looks most likely. Expect them to achieve investment grade then as well. I guess there might be a rule that stops them paying earlier.
B
Ummmmmmmmmmm...............................
February 24th 2026.
When do you think dividends will re start
thanks
Bhants, I think HARL will be OK. They have a good order book and seem well run.
If PREM can get through to mid July, the mill should be optimised but the CEO is a BS.
No point in bailing now.
Cheers K
Hi K,
My loss about a quarter of yours. Did wonder about cutting losses but seems hardly worth it.
B