Member Info for Bhants

Bot, can I just ask how much time you spend in the casino, say, per day? You clearly exercise great control when at a table. Do you play roulette or cards?

Please feel free to push my nose out!

B

It’s the five senior execs, I think, selling some vesting options. In terms of their overall holdings they are very small numbers and it was all five days ago.

Still, we know how the markets takes any news from Carnival!

B

Thanks Watcher - I had completely forgotten that NYSE closed today!

Welcome back, Bot.

B

Morning Watcher and all,

If there were any logic in this market, I agree that the SP should be, possibly, even higher. One only has to look at the numbers Carnival announce, along with the strategies etc and new ships to ask the question why is the SP down some 30% from where it was mid-December? I appreciate tge external factors, too, but that has meant only two ships being re-routed from the Red Sea. Why hasn’t RCL suffered the same?

One other thing, the Senior Management at Carnival say they are not interested in the share price. That simply cannot be because the shareholders OWN the business. They must have a duty to us, mustn’t they?

Having said all that, I am still hangin’ in there!

B

You mean they will cease to be loyal customers? If Carnival’s (and others) booking figures are to be believed,nit doesn’t look like there’s much switching away happening.

B

Carnival is such a broad-based brand that I think you may all be right. We chanced our arm for a week on Iona. No idea what to expect but we loved it (Arcadia is our favourite and on her for two weeks in July round GB).

Thinking about Iona or Arvia in September.

P & O have always tried hard with compensation for disruption, I think. We got FCC of 125% of cruise cost when we got curtailed just before COVID.

B

Our next door neighbours (40 somethings) just got back from a two-week holiday on Arvia in the Caribbean and absolutely loved it. They are planning to go again, I think.

B

Thanks all. I have held this share for quite a while - my average is £7.95 but was there when it.touched £4.95. So, I guess perspective is important. Maybe I should stop looking every five minutes…….🤪

B

I am beginning to wonder just what it will take for this share to hitch up its skirt and start running…….

B

Also announced today that Princess cruises has just taken delivery of the new 175,000 ton, 4,300 passenger, “Sun Princess” from the Italian shipyard, Fincantieri, maiden voyage due 28th February.

More revenue on greater margins, hopefully.

B

Bit of a strain to get there in just a couple of days, though, Better.

B

Bot said he’d be keeping an eye on the share price. Probably wishing he hadn’t…..😂

B

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

It would be terrific if it did! Our friend Bot would be over the moon.

B

No justification at all for this dip.

B

Yup, good news always sends the price down…….

B

Carnival have announced today that they are ahead of planned and projected reductions in Greenhouse Gas Emissions reductions.

B

Yup, down we go. - be interesting to see if the NYSE pushes it back up. Not holding my breath, though.

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