Member Info for botbot1202

And..

all travel being punished today again anyway.

Oil Up.

The Argument is that the markets are nervous of the Ukraine agreements... Reality, it's BS, they just want to push the prices down.

NCL results next week, hopefully that will mean a huge jump for CCL.

If NCL goes up by 15%, we will go up by 10%.

Marble.

When you look at it, you say, hold on, they are reducing their interest, therefore that's good....right...

Yes it is, BUT, it's tiny.....

The bigger question should be, why are they continuously punting these debts.

Why hasn't the debt dropped significantly.

It's not like they are pumping out new ships every year across all the brands..... They won't have a new ship for at least two years now.

That's the issue

The EPS is poor, the expenses are too high, the corporation is too top heavy and too admin heavy (Despite YR not being able to get hold of anyone to fix a problem) etc. etc. etc.

You know the funny thing is that several of my cruise buddies are having exactly the same issues, but with Royal.!

One of them had their status changed from Pinnacle (700+ nights) to Gold (3+ nights).

So obviously it's a cruise thing.!

No drops, no dramatics...

Close 30p+ up.

Easy.

Ken.

Hope you had an awesome time.

Yes, no new ships until 2027.

Dates currently are, one ship per year.... 2027, 2028, 2029, 2031 and 2033 across ALL of the Corporation.

Morgan Stanley raises Carnival price target to 2,000 (1,750) pence - 'underweight'

Don't forget everyone.

US Closed today.......

It's Trump Day LOL

ah, ok, it's actually Washington / Lincoln's Day (Presidents Day), but I'm sure that won't stop Trump saying it's his day.

$23.40 >> $23.74 >> $0.34 >> 27p UP after our close.

Unfortunately we have also lost 15p on exchange rate as the pound is getting stronger due to Trump and the fact that Tariff's are going to hurt Inflation and therefore Interest Rates.

Sun.

Was on Icon in May 2024

Absolutely incredible ship.

I did 15,000 steps a day and still didn't think I saw the ship properly.

Their sales pitch is that "It's not a cruise, it's a destination", and it absolutely is.

Make sure you go to the Aqua Market Place, and make sure you try to Crepe that has the Ham and Cheese with the Chocolate sauce. Sounds absolutely disgusting, but trust me, it's not....

Make that 10.5% in two weeks

A £2............. 10% drop in two weeks..........

Another comparison.

EPS for Carnival is $1.39

EPS for Royal is $10.55

In other words, EIGHT TIMES BETTER.............

Https://www.marketwatch.com/story/royal-caribbean-group-boosts-dividend-36-launches-1b-share-repurchase-plan-e5fe0342?mod=mw_quote_news

Sun.

As we know.

Royal is a better managed, better forward thinking, better run, lower expensed, more streamlined company than Carnival.!

They have dramatically reduced their debt, and are now reconsolidating some of their shares, as well as increasing their dividends......

UK Closed at $23.19 >> US Closed at $23.43 >> 24c >> 19p UP Since our close

I liked this...

https://www.fool.com/investing/2025/02/02/carnival-stock-is-up-75-is-it-time-to-sell/

Masaimara.

Exactly.!

It's a 14.55% drop but that means we need a 16.91% rise to get back to where we were at close of business Monday.

It was probably his Bonus Options

GreyLady.

I'm not trying to be obtuse with regards to my posts, I'm purely frustrated with the fact that why would you invest money in the future when you haven't got a stable environment now.

If there were another covid to hit, TUI would be gone, pure and simple.

Obviously their fleet is older, and obviously there are better fuel efficient planes, thereby reducing the running costs, but when you have upwards revenue, and the costs of sale with admin outway that revenue then surely a question should be asked about the efficiency of the actual business itself.

The Cruise JV with Royal obviously makes loads of money, and is efficient, but to not pay down the debt for the next few periods thereby reducing the Costs overall with the reduction in Depreciation etc. is not ongoing trading management, it's actually entrepreneurial with the hope that nothing happens between now and when all the ducks line up.

Disease, Wars, Macro-Economics unfortunately get in the way.

The P&L says.

We have less cash in hand than we had previously. We have more debt and lease liabilities, and we have less Interest Bearing Investments.

We've made negative EPS

We have 4.872m in Revenue but that has a Cost of Sale of 4.61m, making 261m, but then we had all of the admin expense to make that, creating a true Cost of Sale of MINUS 2m

Unsure what rosy glasses you are wearing, but that is the P&L. Try to be truthful with the posts, providing both sides of the situation.