Member Info for botbot1202

We have been at an exciting inflection point and will provide commercial orders this year, for many years.

and I've been here for many of them.

Actually, sorry Fordm.

National Transition Day is in July, not December.

2nd guess.?

ok. An easier date.

27th October 2023.......even May.....be.....today..... will get this one.

Ding Ding Ding Ding.

Well done.

Absolutely correct

Ps. "May.....be......today...."

Jealous because it's not

Wednesday....

Get it...... It was a joke.....

Actually a funny one as well.

Nope.

Wrong again.

I just assumed that everyone already knew what was going to be happening on Wednesday.

Let me try this one, hopefully you'll get this one.

I look forward to the 25th December.

Hold on.

You didn't say if my answers would get me the job.?

I personally liked the X-Y answer.

Bhants.

It's called taking it for a walk down a long path.!

What I still find absolutely incredible is that Royal jumped on Carnival's results, and then jumped again on it's own results, and now sits at $102 a share with a $26.3bn worth vs Carnivals $21bn.

Again, per my post several several weeks ago.....

Carnival is twice the size of Royal, so if Royal is $26.3bn, Carnival should be $52.6, which would make the Carnival SP, like for like, $42 a share, or approx. £29...........!!!!!!!!

That's how far we have to go to get back just on a like for like with Royal..........

Absolutely incredible.

What is the variance of X+Y-

Answer - X=Men, Y=Women, Variance is Patience.!

How to calculate the beta value of a regression

Answer = Losing of Hair.

Describe "random forests"

Answer = Alaska.

US Futures all green now.

You never know.!

Is MayBeToday jealous because today is not Wednesday.?

I never post to get a "rise".

but you are absolutely correct. Inflation day.

As a recap.

Nobody has any money, so nobody can fly, so the SP is being squeezed because this is just a one off period of profit, because although the 80% forward bookings is achieved, nobody has any money to book the other 20%.....

CPI is too high, it's not going to come down quick enough, the BOE will increase rates another 50 points, and we are all doomed....

Reality......

Nobody cares. Everyone is "entitled" to a holiday, and that is why our 80% forward bookings will be late 97-99.5% for Q3.

BUT..... When CPI goes down, and the market says "oooohhhh look it's come down quicker than we thought", maybe everyone does have money.........that should, hopefully, increase the SP.

The weather has been bad, so spending has been lower.

Retail have had loads of sales to shift summer stock

Food prices have come down

Oil has slightly dropped

etc. etc. etc.

All positives for a reduced CPI, and therefore a positive Wednesday.

E.O.M.

Oh course, DYOR

.

Not for Carnival specific reporting, no.

The weekends are all quiet until approx. midnight Sunday, when NAS/Dow/S&P Pre-Market starts.

It is open all the time, but there are no volumes, so nothing moves.

Dog walked.

It's nearly lunchtime now.!

Nobody commented.?

Is everyone away on a cruise.?

Is it bed time yet?

LOL

I'm up at approx. 4.30am every day.

The stupid dog who's now old and grumpy (actually a bit line Bhants really) gets me up (not like Bhants by the way).

$16.76 final close.

10.5c drop.

Approx. 7p

We closed at $16.865

It's now, at 4pm EST, 9pm UK Time, which is US Close.......$16.79

So another drop of 7.5x, or approx. 5.5p ish coming for Monday morning, assuming no change overnight / the weekend.

Bhants.

The concerns are global, not just CCL.

Today it's the same as yesterday...

So loads of travel companies are back in profit for the first time, but, that's because of pent up demand re covid.

but the cost of living, higher inflation etc. etc. is going to have an impact of the US and UK more and more as weeks go by, so the logic is that nobody is going to have any money to travel.

As the stock market is supposed to be forward looking by 9-12 months, the theory is that CCL and many other travel companies are not going to grow, and with the costs of Oil/Staffing/Food etc. dramatically increased, that the profits are not going to continue.

That is the THEORY........

Reality is....

A huge majority of people that cruise especially don't worry about Mortgages, or Cost Of living increases, because generally they are either retired and have enough money fro the golden/silver years, or they are younger, and that's why god invented the credit card.

The same applies to all travel in real terms.

Todays society are "entitled" to a vacation, because they work so hard during the year, and therefore they will take one, immaterial.

But....... It's an excuse, all travel subdued, so we just wait.........

Only 7 weeks until next results, so hopefully they will over beat expectations, and additionally announce further debt repayments, and we will jump to £15.

Take money out, Put it in a bank, and get maximum 6% for a year.

Leave money invested, August 2024, 100% gain.