Blencowe Resources: Aspiring to become one of the largest graphite producers in the world. Watch the video here.
Aspers
On Monday you can put another £20,000 in and before you know it your £40k will be £100k
As Sun would always say.
GLA IMHO DYOR LOL…..
Bonkers
It is absolutely a trading dream on CCL but there will be one day when it will just switch and the traders will miss out
I remember RR and people buying in and out saying it was also a day trading stock and then at a flick of a switch it caught all traders out and up she went and didn’t stop.
CCL might not do that today, this week or this month but one day it will and when it does the traders will look back and say “ I wish” or “If only I had”….
Also. Personal note. Never diminish your personal holding. A few grand is a lot of money. Buy the share and put it in your bottom draw. Look back in 3 years and think of me when you have trebled your money.
My opinion…. Not fact….
The reason they don’t hedge is because Oil goes up and down a lot.
You hedge in volume and price but CCL has 99 ships and re-route ships all the time… missing ports etc.
If they were to hedge they would hedge at the current price points which are way too high.
Eventually Oil will drop.
It’s a bit like taking out a five year fixed mortgage now at 4.5%… why would you when there is a strong belief that Interest Rates will drop.
If OPEC decides to increase production the price could drop $30 in a matter of weeks.
However… a little known fact…. In the small print in all Cruise line agreements… they are allowed to charge a Fuel Surcharge onto your Bill if Oil is consistently above $70 a barrel….. no cruise line has done that yet… but they may start .!
The drop is a result of the US tanking last night
All Travel is down
It doesn’t help that Oil is now nearly $91
There is a reasonable chance that this like everything else will shoot up when the US opens as they wanted to tank the market yesterday afternoon “just in case” re the jobs report
The concerns… short term… are that the Fed will not reduce the Interest rates 3 x times this year but only once.
Reality is that CCL will not do great this year whilst we have this type of Market BUT…. Give it 12-15-18-24 months and everyone will be looking back kicking themselves not investing at these type of prices.
This is not a short term play.
They will pay probably $6bn in debt this year maybe even more.
As Interest rates come down they may well also reduce cash in hand as well as the Interest rates they will get for Cash will be lower than the debt interest so they may well reduce debt up to $10bn if they use cash as well.
Do not invest in CCL if you cannot ride the waves. It’s way too scary.!!!!!
Make that a 47p drop currently
It only matters if you need the money tomorrow or if the company is in trouble… and neither is true so enjoy the ride.
Yep
They tanked the whole of the US “waiting for the jobs report”.
We’ve drops 40p ish compared to our close
Just shows you.!
No matter where you think the bottom is…. It can still be lower
So CCL has 99 ships vs the 56 for the Royal Brand
BUT Royal has a MCap of 80% MORE than CCL
Hhhhhhmmmmmm
Royal - 28
Celebrity - 15
Silver seas - 13
Total - 56
Royal MCap - 36.30bn
CCL MCap - 20.56bn
Carnival - 26
Cunard - 4
P&O - 7 - UK
P&O - 5 - Australia
Princess - 18
Costa - 10
Holland America - 11
AIDA - 13
Seabourn- 5
Total 99 ships
A Share with voting rights are the ones on Dow
Neversell
The reason why Royal are beating CCL is because they didn’t borrow as much as CCL during Covid
And what they have borrowed they are paying back just a quick like for like in money terms vs CCL.
Royal are lean and mean. CCL are not. There is too much overhead.
Additionally Royal keeps building bigger and better ships
They will have to top 10 ships on the world in size by the end of 2025. Currently they have the top 7.
They also invested a fortune in the Royal App which basically enables you to do everything you want / need to do for your cruise
BUT… despite me only cruising Royal and being nearly double Pinnacle, I do firmly believe that CCL can and will sort itself out
Ps. Royals MCap is now bigger than it was pre Covid.!
Damn.!
27% YTD plus the dividend
You’re rich .!
And this people is why you should have a diverse balanced portfolio.!
So I finally got this stupid thing to work on my phone
The good news is that I can continue to annoy now when not at home
The bad news is that I’ve now got two accounts.!
Yep.!
I sold GDR early.!
But I only had £500 in.
They are in their knees and have been for a while which is a real shame as they have some good medical breakthroughs happening….. they could well again go from 9p to £3…… or they could well go bust any second….
.
Bhants.
First time i've looked this week.
So far, I'm even, although I've already got my next Suite.
The reality is that Royal don't have any true shorters, Carnival does.
The CEO message re no RI is exceptionally timed, and will nicely align to the next Qtr results.
Currently we are in a world of ups and downs, uncertainty etc.
When we issue the next Qtr results, as long as they are as good/better than expectations, I'm hoping we should get a bounce.
Look at IAG today, exceptional results, but it's tanked by the overall market.
There are ALOT of people on this ship because of the QM cancellation so they were rebooked onto Anthem rather than QM....................
£0.193749
At this rate, with a 20% rise per week, we will be at 103 by the trial week anyway.
https://uk.yahoo.com/news/small-nuke-reactors-emerge-energy-065013757.html
Feeks.
He's said, he can't remember.......don't forget, he nearly had a "wet dream"...
Crisplex.
You had me spit my tea out with laughter.