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WE CLOSED AT $10.90...........AND NOW WE ARE AT $11.10 CURRENTLY.

LET'S HOPE IT CONTINUES.!

20c Gain would be 14p jump for us in the morning, like for like.

And again, after US opening, we jump.Everything happening the wrong way around.

Strange buys in lots of travel stocks, lots jumping and we are riding high....

let's see if this is the start of things to come, or just more games,.

of course, we should be at a minimum of $12 by now, so $10.85 currently still has a way to go, which would be another potential 80p/90p for us.

WE CLOSED AT $10.43, UNFORTUNATELY WE ARE NOW AT $10.37, SO A POTENTIAL DROP AGAIN IN THE MORNING, BUT THE BIG BOYS ARE REALLY PLAYING THE TRAVEL STOCKS....

(Apologies re Caps All.!)

TOTC.

2025 we will be Mid 20's, so a treble bag minimum in 2 years is fine with me.

It will go up, and then down for no reason, but I agree, the Q2 and Q3 results, with forward bookings probably breaking all previous records will lift us.

I will have to sell some as the price goes up, purely with the volume of shares I own, and spreading the risk/money about, but this is going to spring, exactly like RR did, and the day traders will get caught out when it does.

Well.

US continues to go up after our close. Currently like for like we will have a 10p additional jump in the morning.

Getting closer by the day to results, and with the analyst changes, hopefully you never know, we could get to £8 by the end of the month, £9 end of June, and then ontrack for the year end

Bhants.

I get back on dry land, and you're off.!

Just finished the Transatlantic on Anthem, and the two night party cruise, which is always great fun.

Hold tight.!

Hopefully we won’t get a downside this week and we could run up hopefully

With NCL smashing estimates
https://www.benzinga.com/amp/content/32114734

Well looks like if it holds we are in for an awesome Tuesday
We closed on Friday at $9.16 and currently it’s $9.60
So currently $0.44 or 31p…
That would be a nice change .!

Found out what it is.
All key data leads to better inflation data, which is leading to only a 0.25% Fed rise confirmation, and the end of Inflated Inflation.............Woohoo.........

TOTC. I think I've worked out the answer re Royal....
It's all my Casino spend.!

and Royal are up.......... 7.5%........
With half the amount of ships, and more debt to balance sheet ratio.
You can't make this stuff up.......
How is Royal worth more than Carnival is beyond me..... 33% more to be exact.......

hold on.
somebody sneezed.
I can't find anything to answer why we just went from -2p to +23p to +18p........and all the Oil shares are rising as well.
No idea.........

So message out there is the world is ending, Oil is going to go up, nobody has any money.......
It's been like that for over a week.
and.....
No reason whatsoever, Carnival jumps 20p......
If you trade Carnival, good luck.!

Well I'm just about to fly to NY to get on the Anthem (Royal) and cruise back to Southampton, and then stay on for the booze cruise two nighter when the Transatlantic has finished.
Flight to NY, 25,000 Avios plus £50.
Hotel for ONE Night £212
Cruise, 11 nights + 2 nights total in a Junior Suite - $224.....
In other words, my ONE night in a hotel is less than my two weeks on a cruise.

Mik.
Last year to this year.
Last year Interest rates wasn’t going to get to 5%
Last year oil was going to drop to $50 a barrel
Last year Carnival was going to be 100% full by the end of 2022
Last year inflation wasn’t going above 5%.
All of those thing have been against us.
If you want a quick buck. Get out. Buy Cine and pray they don’t go bankrupt and you Will quadruple your money in a day.
Stay with CCL for 3 years and treble it here.

Stumpy
A perfect sentiment update example recently is Rolls Royce
65p to 90p to 120p to 155p.
The jumps caught many shorts and “experts” out.
They had downward pressure.
Apparently they were going to have to do another RI.
Apparently they were going to be bought out
Apparently the debt pile was way too much.
Carnival like all other travel stocks currently is simple.
The “experts” say people don’t have money.
Interest rates are very high.
Nobody apparently is travelling (of course that’s bullsshhiitt.
Unfortunately it didn’t help with the Oil ramp down of production which will keep Oil prices higher despite lower volume usage.
But the reality is…. Carnival like all other travel will come through.
Again…. It’s not happening this year.!
It will be higher. I do believe £17 in a years time.
I do believe £25 to £30 in 3 years.
I have a sizeable holding. Bigger than some funds .!
So I have done lots of research.
Could I have got it wrong. Of course. But I’m not in this for a few months.

All of the drops are not just Carnival
Look at every travel company
It’s pure sentiment
If you want to look at an upside down triangle…. Look at Tesla
It should be $30 a share max…

Can’t believe it…
1. IF the company was to pay off all the debt you are right.
2. Any company especially travel has debt. It’s the size of the debt. For example Carnival borrowed $2bn but put up $10bn of new ships as collateral.
3. It’s the size of the debt vs the cost of money vs the assets vs the Interest rates that’s important.
Currently Carnival, no different to any other travel is undervalued.
Is it possible for it to go bust, yes, no difference to any other company.
Is it likely, no. Carnival are the worlds largest cruise company with over 100 ships and multiple brands.
They are still buying and building new ships as well.
If you are in this for a “quick buck” then don’t invest.
If you want to look in 18 months but ultimately in 3-4 years then this is the one.

A lot is variable
As of October/November the avg was 5.04%
As of the end of Feb it was 5.96%.
We have Bonds that are 10.75% which are obviously higher than the rest of the debt.
————
Carnival's annualized positive value of Interest Expense for the quarter that ended in Feb. 2023 was $2,156 Mil. Carnival's average total debt for the quarter that ended in Feb. 2023 was $36,161 Mil. Therefore, Carnival's annualized Effective Interest Rate on Debt % for the quarter that ended in Feb. 2023 was 5.96%