Member Info for botbot1202

Pre-Covid, per the graph, they had $9.7bn of debt

Now they have $28.5bn of debt.

Within the last year they paid back just over $4bn.

They also have just over $5bn is liquidity/cash.

So End 2024 in theory, down to $22bn (with $4bn cash) - note, we now have a full 100% occupancy year, so would expect more revenue and more profit to be able to pay off debt.

End 2025, $16bn, (with $3bn cash), again bigger profits, more ships etc.

End 2026 $9bn - Opening of additional pier, extra sailings, increased pricing etc. etc.

Hence.

2024 - £20

2025 - £25

2026 - £30

Make that over 3% down.

12% down week

WTF

And on that note...

WTF.

1146 down to 1120 is 10 minutes........come on........

LOL.

In 2020, I said 2024 was a long way off........and I blinked, and we are already here.

It's now March, I remember Christmas as if it was yesterday.

Soon it will be Easter, the summer, then Winter, then Christmas, then 2025 and before we know it, we will be having this same conversation a year from now, as if it was tomorrow.

If, and I mean If you need the money, because you are retired, need to live, want a big bash holiday etc. then timing on CCL is everything, if you don't need the money, 2026 is just around the corner.

I look everyday, I moan everyday, I post, most day, but I don't need the money, I realistically know that this could well be £15 by end 2025 and not £25 by the end of 2025, but I'm hopeful, I believe, and honestly, luckily for me, it doesn't really matter.

I will probably need the money in 2035, so hopefully by then it's at least £40. :-)

Google is a wonderful thing

https://www.macrotrends.net/stocks/charts/CCL/carnival/long-term-debt

Sun.

If we are only at £18 in two years I will be very unhappy.

I believe that we will be

£17 by the end of March (ok, that's a stretch goal),

£20 by the end of 2024

£25 by the end of 2025

£30 by the end of 2026

Come on.

It was literally 1133.5

I couldn't have been more accurate

ok. Let's try this. By the end of the day, it's going to be 1300.5

:-)

Currently $15.86

21.5c gain

14p gain for us like for like in the morning.

In theory, putting us back to 1133.5....!!!!

Since we closed, it's been slowly climbing. Lets hope it continues.

Will update after the US close.

I'm was heavily into IAG as well, for my sins.

I sold my last chunk of 178,000 RR shares and bought more IAG last June.!

The issue with IAG is that they have not, and have never properly given any business plan, there has been no "management input" into the results, they aren't saying that they will reduce debt by x amount by x date, they aren't saying that they will be Investment grade by x date, and they aren't saying anything about Dividends.

IAG is a very unusual share compared to the rest of the FTSE, the major shareholders are basically us.....Individual Shareholders.

The other things are that the debt ratio is wrong, they are being poked by the service measurements, as BA are the worst airline for service and they have the Air Europa cr*p hanging over them, as they are buying it, but can't buy it, but want to buy it, but potentially have to give up major routes to buy it etc. etc.

Thats why IAG is where it is.

Luckily I did dump a large amount after kicking myself selling RR, and decided to buy more CCL just before the June rise and then obviously sold CCL and everything else in July before re-working everything. If I would have left it in IAG I wouldn't be a happy chappy now.!

Only hold 220k shares now, luckily.... it was a huge amount more.!

So yesterday I sold some TUI and bought Genedrive.

I sold Genedrive at approx. midday and bought CCL

I've just sold the volume of CCL I bought at lunch time and re-bought TUI.

I started with £8k, and ended up with £9.5k.

I wish I could do that every day.! That was fun!!!

It's a shame it doesn't work when I'm moving thousands of CCL shares.!

Ken.

I know you did, and you told me as well when I was asking for ideas.!

I ran out of money.|!

Ken.

I looked at them, unfortunately I believe we've missed the jump.

It will probably go up a bit more, but 20% in a month was a nice pump.

Bhants.

Yep.

2026 is the year.

This isn't RR, and will not be. RR was a once in a lifetime opportunity.

CCL will be back to £30, but not until 2026.

This, in theory, is a good sign.

We are up pre-market now in the US, so who knows.!

Bhants.

Exactly 16,000 people + all getting off the 4 ships and going onto the "paradise island".......

Do what I do........stay on the ship.! It truly is paradise then.!

I like party lights...!

So I bought £8k's worth of Genedrive yesterday

I sold the £8k's worth for £9k at 12pm.!

and guess what.............

Bought even more CCL LOL

And there you go.

all gains now officially wiped out.

Https://www.londonstockexchange.com/news-article/IAG/iag-fy-2023-results/16353996

Even worse now.!

$15.41

43.5c

31.5p