Member Info for botbot1202

Within 30 minutes, it will go from +20p, to -15p.

Let's see how I'm mastering all this information shall we.!

So the UK is so poor that nobody has any money, the same goes for obviously the world due to Inflation and Interest Rates...

So I just went to get an Indian take-away for mine/wifes anniversary.........

We have probably 20 take-aways within a couple of minutes drive from us.

I had to park probably 1/4 mile away from where the take-aways are.

The parking everywhere was double parked. every single place, sit in, or take-away was rammed packed.

but obviously I felt sorry for everyone down there who has no money..................

We closed at $12.47 and it's now $12.77.

So a 30c increase.!

So 21p / 22p increase incoming on Monday, assuming nothing changes over the weekend.!

Everything is down, and it's because...............

LONDON — European markets pulled back on Friday morning after U.S. Federal Reserve Chair Jerome Powell said the central bank is “not confident” it has done enough to rein in inflation.

So everyone is concerned again about rate increases,.

Well, I said 23 / 24p........

and It's dropped exactly that on opening.

I'm getting better at this game.!

It dropped further overnight to $12.28.

Which is a 33c drop, or 23 / 24p ish.

Damn..... we're in for a kicking tomorrow by the looks of things....

We closed at $12.61, currently it's $12.33.........That's 28c drop, 20p ish..........

YR.

Is it an RI or a Secure Note offering.?

I know they issued a Secure Note Option offering, which has a decent discount on it, but I didn't see an RI for NCL though.

I know they are in trouble, as I watch CCL, Royal and NCL, and NCL are being battered but I don't remember seeing a new RI, only the new options Secure Note.

They are doing an RI to raise funds to pay down debt, which CCL confirmed they wouldn't be doing.

NCL had to take on huge debt on a like for like, which was by far more than CCL or Royal.

Depending on your amounts, it would either be worth dumping now, o putting in the bottom draw for 2026-2027

Bhants.

The drop today...........pass..........!!!!!

Other travel stocks are up........I believe this is purely US Sentiment pushing it down, and it's across the board in the US at this second in time....straight lines downwards.....

Young.

I don't have any NCL, but they were seriously on the verge of going bust...... on the verge...........

NCL are the third largest of the cruise group/s behind Royal and then CCL.

I would certainly widen your portfolio, IMHO, to the point that if you were trying to punt on a cruise line, NCL would be my 5th choice.!.......

CCL, TUI, Royal, SAGA, then NCL.!

and I only ever cruise Royal........

We closed at $12.86, currently it's $12.74 after hours...

12c drop, or 8.5p ish drop.

Bhants.

You are absolutely right.

Where as you are 75, I'm 55.........and retired, so I have to work out every number several times, as hopefully this money has to last me 30 years plus.!

Fordy Also yes. It does sounds great on paper, but lets say buying £1m a 40p, and it dropping to 38p and it sitting there for 3 months, whilst at the same time CCL, IAG etc. etc. goes up 50%.

Unfortunately I made those mistakes earlier on in Covid. I did very well, but could have doubled everything again if I hadn't been so pig headed.

£20 March 2024, £25 Dec 2024, £30 Dec 2025. That will do me.!

$12.97........!!!!!!

$13 is the break-out zone..............

If Oil drop tomorrow as well, we are going to have some fun for a change, a bit like after the Q2 results.

fordy.

the issue is not just the spread across 7 accounts, it's also the "bottle /fear factor".

3 x isa's, 2 x sipps and 2 x dealing accounts with obviously larger than average sums, is great, but also ******* scary.

hence why i have actually moved over half into "sensible places" now, which are group funds, which then have funds in them so the gains/losses are tiny, as it's spread across probably 1,000 different shares...... yes, i'm only making currently 2-3% gains since i moved it into them, but at least i haven't had a 20% drop like i would have had if i had left it in ccl.

i've still luckily got sizeable holdings in ccl, iag, tui, jet2 but also other shares as well.

So i'm back in the US in 3 weeks again.

The whole of Florida is full of people who spend their lives on cruises.

Every hotel I stay in is full of people who are all on cruises.

I am usually the odd one out going on Royal.

The Americans LOVE Carnival, the main brand.

What I believe Carnival are missing out on are the short cruises.

Royal has the Oasis class ships, and they have changed several to now 3 and 4 night cruises.

A 3 night cruise is full of avg age 25 to 30 year olds, who basically buy the drinks packages, but the Wifi, pay for the Private Island facilities, and spend spend spend, as it's their way of unwinding.....

If carnival could corner this market as well, their profit margins would increase even more.

Bhants.

Of course, if someone timed it right, they would be better off.

If you remember, I decided to spread some of my holding after the major spike, and sold down from my 75k shares at £13.50.....that was hugely lucky, and obviously am now much better off because of that decision, but that wasn;t thhrough a non-belief, that was purely because I had a ridiculous amount in one pot.

Eventually this, like all other stocks will go up.

The banks are being killed, but eventually they will win, as the long run the Interest rates will never get back to 0.25% now, even the BOE have said that was a mistake to leave so low for so long.

When the fixed rates of the low amounts have gone, the banks will make money, but unfortunately it may well be later next year before they start to turn the tide.

I held Lloyds, and made 4p a share and sold out, again luckily I did.

I've been caught out on many though, and unlike other people, I have just sold up and taken the hit and moved on, rather than waiting for it to bounce back.

My biggest regret was Rolls Royce.!

I made money, but boy..... I could have really made money,.!

The same, eventually, will be said about all travel stocks.......

Bhants.

No.

Currently sentiment is on the better side, any travel stock, or even all travel stocks could pop upwards with some good news.

and even though I have been watching, and have worked out 9 out of 10 drops and gains after opening, the drops/gains are 10/15p ish, which by the time I have sold all my shares across the 7 accounts, with the volumes and spreads, plus the costs/stamp duty etc. it's not worth it.

I need a 15 swing to break even on any trade through my volumes and costs...

I'm back up to nearly 45,000 shares now, so am still very very confident in my £20 for March.

Brent Oil is now $81.04.

It hasn't been this low since 21st July this year.

So if this was like for like we should be at £12.33 now.!

Stupmy.

If Oil comes down, no outbreak further in M.E. and Russia/Ukraine stays as is, and no Covid, then this will increase.

If Oil goes up, expansion of M.E. war/s and/or Ukraine gets worse, then this will drop like a stone.

Xmas results will/should be market beating, so all depends on macro-economics rather than fundamentals.