The next focusIR Investor Webinar takes places on 14th May with guest speakers from WS Blue Whale Growth Fund, Taseko Mines, Kavango Resources and CQS Natural Resources fund. Please register here.
EC Its not about bookings its all about DEBT! Carnival is the weakest of the three big cruise lines because it piled on debt buying new ships when times were good. Its size forced it to buy more debt to stay alive in 2020. It ended the financial year in 2022 with almost $30 billion of long-term debt. This is why it is a very risky investment and the SP is depressed.
"We are looking better each month but still our corrupt banks etc hold it down." If that is the sort of nonsense you believe good luck to you. You probably think that Covid did not exist and that climate change is not happening either. LOL
Diversionary tactics by the right-wing press as none of those measures will do anything at all to alleviate the current energy crisis. By the time any of the licenses are acted upon (5-10 years minimum) Liz Truss (or RS) will be a minor footnote in British political history. Perhaps good old UKOG will ride to the rescue with their as yet untapped oil and gas LOL
EC If your idea of a good time is to hook up with a few hundred like minded sedentary individuals on a floating viral incubator while it spews out huge amounts of greenhouse gasses and visits faraway places where you are generally about as welcome as a fart in a labcoat while at the same time getting a first hand view of our dying oceans then knock yourself out and invest in this precarious debt mountain. However, nobody else needs to hear about it several times a day.
Lindsell Train just upped their holding today. They obviously have faith in the company.
Interesting to follow the shorts in RMG. At peak threat of strike action last time around they peaked just short of 10%. This time they reached around 5% and have fallen back to just shy of 3%. maybe we are at or near the bottom now with significant upside should the dispute be resolved?
"Trump just doesn't have the hard-Left US media on his side." LOL there is no "hard left" mass media in the USA, they are all (relatively speaking) right wing/centrist and conservative! Unless your definition of hard left is anything just a tad to the left of Trump. Christ even Bernie Sanders is at best a Social Democrat and he is about as left wing as it gets in the USA!
There is a reason for the low number of mass shootings in Switzerland despite the high incidence of gun ownership. Firstly, the Swiss nation is in general stable and relatively prosperous. Secondly, all men at the age of majority are mandated by federal law to engage in military service for at least 10 years (and often longer) and with this comes intensive education and training in the use of rifles and small arms. The latter breeds respect and a distinctly non- Gung Ho attitude to firearms (in stark contrast to the USA). Switzerland also voted to enact the more stringent criteria for semi-automatic gun ownership mandated by the EU in a referendum in 2019. I lived there for 10 years in the 1980s and the only gun incidents I ever read about were relatively rare suicides.
You could argue that "insanity" is blindly following a particular company in the belief that its strategy and management are smarter than the market view in the face of significant economic headwinds! Fact is that 2% (and possibly more) of JDW stock is currently sold short and JP Morgan AM are no fools. It could be worse though Blackrock night enter the fray LOL
Chill nothing to see here until results and divi announced.
Sour grapes. As an investment RMG has thrashed he a**e of his darling RR over the past 3 years. Plus it pays a decent dividend, something RR has never really got the hang of. LOL
Peeps complaining Labour have nothing to say. I would be keeping my gob shut too. All they have to do is wait for the imbecile trumped up cheesemonger Truss to self destruct and walk the next GE LOL! She never puts her brain in gear before opening her trap, so only a matter of time. She makes old maid May look like a genius!