The latest Investing Matters Podcast with Jean Roche, Co-Manager of Schroder UK Mid Cap Investment Trust has just been released. Listen here.
Two other announcements today.
David Bernstein, Chief Financial Officer of Carnival, is selling 153,000 shares on Thursday, worth about $2.3m. These are shares granted as part of his remuneration package being sold on their vesting date.
Carnival have signed an order with the German shipyard Meyer Werft for their fourth (tenth in the overall fleet) Excel Class ship for delivery in spring 2027.
B
CCL does not need a reason to tank.
Like Bot said before he swanned off - again! - EBITDA, bookings etc are soaring, debt is being paid down early and ships are being made more eco-friendly, SO the price goes……. down.
Yet Royal Caribbean doesn’t do the same. Maybe that’s why he cruises with them not Carnival😂.
He won’t be too happy if he’s not fared well in the casino and the share price is where it is now!
He was hoping for £14!
B
Enjoy, Bot! Hope Your prediction is right…….
What do you make of Hunt’s plan to sell the Government NatWest shares? He’ll have to sell at a discount but will it depress the SP! It isn’t a dilution as the shares are already out but will it depress sentiment?
B
Bot, my grandad used to say (in his broad Lancashire accent) in response to my mum saying “I thought……”:
“You know what thought did - he thought he was farting but he wasn’t and his mum made him wash his own pants”.
B
Thanks IWHF, that’s kind of you to say. This board is apparently one of the more civilised on LSE. Someone even suggested a get-together but we are so disparate. Like you, I am in for the long haul, waiting for the divi to come back when the company achieves “investment grade” status in a couple of years, or maybe three. My average is £8 and although I have had OBC as well, we do, usually, only one cruise p.a.! Next is July. Might persuade other half to do one in September for her 75th.
B