Member Info for holo

Many directors bonus schemes gain some benefit from share buy backs, thus they have an incentive.

Govt are talking about making it easier for companies to take money from their pension funds, highly dangerous for pensioners and potentially highly rewarding for directors bonus .

Well around 12% to 15% of our share holders do not like the move by directors to take greater control of he shares in the company, nor the proposed directors remuneration policy.

The high% voting against is never good for any major company so I just hope the directors use good judgement on these matters, I think we may well see some holdings being reduced by some fund managers and a dip in the share price.

The announcement for the 2024 final is 19 March

Views on level of divi in Marcj

Just a brief look at whether a good time to invest or not

Quick basic look at financials - year end 23.

Stores and Warehouse wages for full year £124m

Labour cost increase 12% £14.88m

Other direct costs £22m (assume bulk of this is transportation)

Increase by 15% + £3.3m ( increase is average across uk Hauliers)

Full year Dividend at 4.5% = £17m

This is a total cost increase of £35.18 m compared to the last full financial year.

These numbers are indicative of the situation (an analyst will have done this in more detail) but will have arrived at a similar conclusion.

I think this is the reason for the major share price fall.

My view is to delay any investment now until I hear some thing from the board as to what they intend to do about these substantial cost increases

Please DYOR

Botbot

£16000 for 3 implants is a real steal, £2666 each, I paid £3250 per implant (9 total) 12 years ago.

However it was worth every penny, they have all been no trouble and all I seem to pay for is checkups and hygenist. Dry ho;e is really painful as you now know, after I had it 12 years ago I changed dentist, who said as the I should have had a cotton wool type closure for about a week!

Any way I really hope it has cleared up by Friday so you can enjoy yet another cruise, , your 4th or 5th??

My concern is increasing that locals are now objecting to "over tourism" which is getting more intense, and the cruise industry is making things worse by building huge ships disgorging 4000 plus people , you only need 2 let alone 3 such ships in the same port to cause serious over crowding. My guess is such reaction is likely to spread to the rest of the world tourist destinations.

It will effect cruise companies and for me the balance is, we have a plus coming when interest rates start to fall (cruise companies heavily in debt) so will the plus be greater than the anti tourism effect.

I normally invest for the long term, CCL was in that category for me, but I have now placed it under review, I have a very nice profit if I sell now, but will wait a little longer before deciding.

Good luck to all CCL holders, and just hope I am wrong on the over tourism issue.

When will hear trading info??

Thanks Meconopsis,

Appreciate your explanation, makes sense to me now, Meconopsis - must be a gardener

With just a 67% and 43% uptake not sure what effect this will have - thoughts welcome

Todays Times puts amber light on for NBFI,s. however suggest investors read latest Fitch rating on AV very positive, given a AA rating , and financially strong, and as such, I believe able able to withstand a possible bond sell off.

Evan

There is no time limit on "insider dealing" if directors are privy to information (that is not in the public domain) that could effect the share price in a substantial way they are barred from share dealing.

Evan

No way is there a take over on the horizon, the directors would be in desperate trouble should they announce any major event, having just bought substantial number of shares.

Avon has been a takeover rumour for 20 years or so, perhaps it will happen, but I am not holding my breath.

Stupmy

I use 3 different online brokers to avoid any IT problems with any one of them, following a bad experience about 20 years ago with my "then" one broker who had a system failure, cost me a fairly large loss. Now only have 2 on screen, but did always use 3 when I was day trading, too old for all that now so happy to be a mainly long term investor. CCL will move toward £20 and beyond, cruising has become something for everyone, not just the few, it is now getting the "package" holiday population filling its ships, which get bigger and more economical, so on its upward price trajectory there will be trading opportunities so good luck with that.

Thanks Bhants,

Botbot

Surely $12.85 is £10.48 at rate of $1.226

Botbot & buchanan

Thanks for the info on casinos , the OH and really only go to casinos where we know there is some atmosphere, free drinks, and in some excellent canapes, and as we only gamble for fun (not altogether fun when you lose ) will keep cruises (not too many) for relaxation and for me to judge whether or not to invest.

CCL has been pretty good for me, but giving back some of my gains the last few weeks, but remain positive that come the start of the new year share price will improve. The 5% plus on guilts and 7% on bonds will not last, OPEC and Russia cannot afford to restrict oil production for too long, China looks a little ore positive so hopefully 2024 will see CCL and shares in general move up from todays lows.

Advice please,

I have rarely used casinos on P&O or Cunard, found them to be generally quiet, mostly inhabited by occasional gamblers, and not for me. My wife and I do visit casinos in Europe, enjoy an evening, in the right ones, and win or lose a thousand or two or more. I have read posts of some cruisers betting larger sums. In a number of casinos in Europe and UK I get a "credit rating" so do not need cash - what is the arrangement on cruises

Thanks

Fordy,

I also share your uncertainty as to how share price will react to 29th announcement, oil at $100 or so, massive debt still concern for many, so unless some really sound announcement I cannot see too much positive movement, still holding but will buy more when there is some movement on the debt front .

Bhants

I totally agree with you - shorting should be banned!!!

There is an oft chose theory chosen by some , that shorting gets a company more focussed to ensure shorts fail, even to the point of making quick and often irrational short term decisions.

Seen it up close, and the shorter is most often successful, thus you read pf the partners "earing" multi million bonuses each year.