Member Info for Bhants

A quiet morning moving in the right direction gives me qualms about this afternoon……🤪

B

It is very dispiriting to watch a gain slump away like this, with no apparent reason. Profit-taking?

B

Nothing official - maybe sleepy Joe’s speech yesterday had something to do with it?

B

Just completely extraordinary…….

Can only hope it holds on or goes on upwards.

B

Very sadly, BL, I fear you are right, although I had thought that the conflict there and in the Red Sea had been priced in already, i.e. the re-routing of world cruises etc.

Oh well, roll on results day.

B

PS i suspect Bot owns a prison somewhere……

I feel like I’m letting everyone down………

Or maybe that should read I letting everyone feel down.

Either way, this is not unusual. CCL always seems to react or be treated more adversely than other travel stocks.

B

Agreed, Topo! With knobs on! I hope Bot has seen it!

B

What a great start - are the MM’s playing stupid games again? Why has it just tanked by 30p?

B

One lives in hope, Bot.

But we also have to be realistic!

B

Hope you have a wonderful cruise, Bot.

If that sounds tongue-in-cheek, it isn’t!

B

Not helping me towards £17, very much though…..

B

It spiked at 11.60 then promptly shed 20p.

Ridiculous..

B

Even NatWest are creeping back towards my “par” - only 6% down now!

PREM will need a good lift. My par is around 60p.

K, H & W uptick presumably due to latest contract they secured.

B

Is no one willing to share the burden of responsibility with me? Can my mental health stand the strain? Only divine intervention can help, I think. Looks like I shall have trousers with worn-out knees……..

B

Blimey, Bot, how long are you away for?

B

All of yesterday’s gain and more dribbled away today. Like Bot says, just incomprehensible.

Have a relaxing trip, Bot! £13 by tge time you get back?

B

Results in the past have been on the last Thursday of the month. So, that would be 28th.

B

RiskyB - like many, I think you overstate Carnival’s position re debt. Don’t get me wrong, it is huge BUT they have a strategy in place and well over 80% of it is on fixed rates. Besides that, they have paid down more than they forecast and will be able to do that again over the next year. Achieving “investment grade” in 2026 means the debt must be below a certain level in relation to Cap Value and they are on target for that, too.

Results for Q1 at tge end of this month will be telling - on the plus side of expectations, I think.

B

‘Fraid not, my friend. Lost just about all of yesterday’s gain.

No surprise at all.

B