Member Info for botbot1202

Leave Betterlife alone.

He was purely getting confused between Yellowstone and the Yellow Submarine.

IWHF.

Yep, but hopefully the BOE will drop the rates first, and during August and Early September the Pound will drop against the Dollar.

As soon as the Fed amends the rates, the pound will get stronger again, and as you say, it could be $1.40/£1, which would hit us by £1.10 in exchange rate variances for CUK US Pricing.

So we closed at $17.60

Despite it continuing to go all the way up to $17.82, it has now dropped all the way back down to $17.48

Therefore, a 12c drop, or 9.5p ish drop for us in the morning.

US Main markets after hours have all now turned red and are dropping.

CUK Closed at $17.60 at 4.30pm UK Time, 11.30am EST

Let's see where we end up.

Next two days are going to be excruciating

It's dropped from 7.22 Euro's to 5.98 Euro's within the last few days.

17.2% drop.

So now it needs a 20.7% rise just to get back to where it was a few days ago.

TUI is even worse than Carnival.!

And the GBP/USD has dropped 0.5c, yesterday it went up to 1.295 and now it's back to 1.29 again

CUK at $17.79, Main CCL at $19.45

Top estimates for main is $25, so basically approx £4.50 ish upside, max, to top estimates.

I might be wrong, but I think 2 x Analysts have just upgraded us, which is why we are riding higher than the others by so much.

from what I can see, all the main analysts now say we are undervalued/overweight...... That sounds a bit like me ... undervalued and overweight. LOL

With Royal's results looming, the reality is that anything could happen.

I think Royal may well hit $200 a share within the next month the way they have been going.

What's good is that the US is having a flat day, and all cruise stocks are bouncing. Imagine what would happen when the US is having a super green day.!

CWWX.

Yep.

Kicking myself really, but IAG is so low again that it should bounce at the end of the month.

My Best one was my booking for December 2021, BA Flight return to Miami.

I booked FIRST CLASS return for £2,100

The same flight nowadays would cost £6,000 - £7,000

There is nothing like flying first class.!

Especially when on a plane with everyone else wearing masks and you not having to, because the next person to you is behind two walls and 8 feet away.!

Betterlife.

99.9% of all shares globally got hit by Covid.

The difference companies determined how long they were hit for, depending on the industry.

Thousands and Thousands of business went bust because the people were not there to buy the goods, pubs, restaurants, shops and travel companies were to name a few.

Oil was being sold not long after covid by negative, ie the Oil companies were paying for companies to take the Oil, not the companies buying the Oil.

IT/Techy companies bounced high, example Zoom and Microsoft/Apple/Google. Everyone all of a sudden discovered that they could work remotely, so they needed the IT to function.

Amazon went through the roof because everyone was at home and buying loads, including toilet paper and masks.

Travel companies however had their staff, had their ships/planes, had all the depreciation of those costs on the books which they needed to borrow money for to pay for everything that was sitting there, but with limited/no customers.

Flights have gone up, but so has peoples salaries, Oil, the costs of third parties, etc.

Everything has a knock on effect.

I can't type for long enough to try to even start to explain Economics 101, so I'm not going to try.

But, even knowing what I know, I am still amazed at the likes of IAG and the fact that the SP has stayed the same from 3 years ago, and CCL hasn't done any better either.

CUK.

We closed at $17.00

The US, at 3pm EST, was at $17.10, but then it dropped all the way down to $16.90

Which means a 10c drop from our close, 7.5p drop for us in the morning.

All Travel everywhere got killed today again. Travel is the biggest bang for the buck, but you need balls of steal for the next 2-3 years in essence, y the way it's looking.

No Matter how good the results are, the simply fact is that all travel has debt, and IF there was another "event" the companies wouldn't be able to survive a round 2 of borrowing, so all of them are being killed.

Maybe Carnival should look to selling one of the brands and taking the money to pay down debt quicker, the same as what RR did when they sold their Spanish operation.

I don't think Royal will be missing their numbers, and they have just launched Utopia of the seas, which is fully booked for months and months.

Icon, the 260,000 tonne flagship is also fully booked, and costs a fortune to book

Looks like I should have held CCL for a bit longer and then sold it, as IAG and Easyjet dropped further but CCL went up.!

I find it absolutely amazing that all these companies, including CCL, are having record seasons and record bookings, but the analysts are increasing the expectations, which in turn give them the excuse to tank the SP, despite the SP's being 70-80+% down.

IAG is the same price it was 3 years ago, when they had all the debt, but still wasn't flying.!

Amazing c*r*a*p

Just couldn't resists, down to 50k carnival now, just so I could 500k IAG.

What an IAG drop today and last week.

Am hoping for a quick IAG bounce before Thursday to re-buy more Carnival for the Royal results.

We've got to be £14 this week.

Royal Caribbean Group (NYSE: RCL) has scheduled a conference call for 10:00 a.m. Eastern Time, Thursday, July 25, 2024, to discuss the company's second quarter 2024 financial results.

Betterlife.

I used to work with Crowdstrike and Microsoft.

The issue was purely faulty SW, which should never have happened, as Crowdstrike test, re-test and then re-test their SW releases, so the poor techies who did it, the supervisor, the manager, the person that signed it off, and probably the VP will all get canned.

If you have a Security SW, you then don't have another one do you.!

It would be a bit like saying you're going on a holiday of a lifetime driving around the UK, and you walk out in the morning and your car doesn't start.... why have you got all your eggs in one basket in one car, why don't you have two cars.!

What this has shown is that the world is incapable of surviving any attack that brings down IT.

I'm sure that there will be some lawsuits issued by some companies, and then others will just get on with it.... but what will happen is companies will put in place a delay to the release/s of the security SW now, and probably other SW, which in turn will open them up to cyber attacks.

CUK.

We closed at $16.72..... US Exchange rate is back to $1.29/£1, so that helped today

At the US Close, it was $16.89

17c jump.

Which is 13p increase since our close.

Sun.

My Pleasure.

Great meeting you too.

That is exactly what I thought after the first 4 x 32's....... but I thought I won't switch tables because it's not going to come in anymore..........but, alas..........yep...... there was....... all of my main numbers at least 4 in every 14 spins........