Member Info for Kenswayken

I spoke to P&O just yesterday and they advised bookings are very strong into 2022, mostly folks using FCC allowances from earlier cancelled cruises. Certainly we could not get the cabin of choice on two cruises we fancied for late 2021 and Feb 2022
Many of those rebooked cruises are at prices about 15% higher with reduced on board spending offered. Presumably the other brands are in a similar position. K

Morning BurtonD
Lithium is certainly hot considering the demand for EV in transport.
The Chinese are very active in Africa as we know and with high prices being seen I see a more relaxed attitude to development there.
I have been in and out of Premier African Minerals PREM, a slow burner, some might say but in the last couple of weeks their stock has ticked up nicely based on the sentiment in your report.
I’m sticking with GUN because of Rincon and look forward to some positive news in March.
Cheers/K

Thanks APR.
By the way , an Expat Scouser mate of mine living in Dallas tried the Shinju Whisky and reported back “ It’s a ladies whisky but fine for lunchtime drinking.! Not my choice as a sipping whisky but OK for ****tail mixing “
He likes and knows his Malts and even his home blended brand is Chivas Regal so he knows a bit.
Cheers/K

Nice tick up to start the week. K

Roley, APR is the Oracle on this stock, well worth reading his posts.
Cheers/K

Lopped 500,000 off, covered selling costs and a large Costa.

By Q3 you would hope most UK folks would have had 2 jabs and with proof of same would be allowed to sail. I’m not sure that is the case for European , US or Oz brands but Costa and Aida are offering limited sailings in Spring .
The share price will remain volatile in the interim but I was happy to see it touch £14 yesterday but it has rolled back a bit since .
P & O announce name of new Excel class ship as “Arvia” due to be delivered in late 2022.

Nice to see Carnival brands Aida ( Germany ) and Costa ( Italy ) have announced a modest return to sailings. Small but positive steps although too early for me, even if we could. K

JG , I think he was referring to Boris setting out a roadmap on 22nd . K

About as fast as George can run.

I have done that LL. Reduced my and Wife’s substantial holdings to minimum to qualify for shareholder benefits. I used funds for TSCO, AV , LGEN and I’m thinking of banks although I am already heavy there. I also put a few Bob in some “ penny shares “ for a bit of fun.
I expect cruising to restart in Q4 but not with all CCL brands and even then they still have huge debt to pay down. Although forward bookings are strong, many of those are rebooking of cancelled cruises using FCC arrangements so not really new bookings . We don’t yet know what will be required by the cruise lines to allow boarding or indeed what will restrictions be on board. Cruisers are a very loyal bunch but many are “ Seniors “ who might not meet the criteria or indeed like the restrictions when known so it's not all “ plain sailing “ ( sorry ) and I think you are right to be cautious.
I will certainly come back in when things improve as over the 12 years we’ve held them they have been a great stock with nice dividends and of course the On Board Credit as we cruise a lot.
Regards/ K

Nice uplift considering US markets closed today.

Well the gambling investment looks to be in good shape, just need the booze part to sparkle now.
E fag anyone ? Lol. K

Old George talks a good game , time to deliver.
I know Africa and things can be tricky and slow but c’mon George get your finger out.

Good start to the day. K

UK Transport Minister , Grant Shapps say too early to be booking Summer holidays.
By time cruises resume we will be in to next infection season .

Sound enough. What’s the betting on more Rincon shares ? K

Arguing, bickering, banter or BS , call it what you will but it keeps everyone interested. Nothing we can do but wait but I’m positive things will come good. K

Thanks info APR, you obviously follow GUN much closer than I.
So any “ big “ good news is likely to be linked to Rincon in the short term.
ATB. K

Cruise Lines will insist on proof of jabs so Doctors will issue confirmation letter and charge for the service £25 to £50.
Early last year we paid £30 each to get a certificate to say we were age exempt from having a Yellow Fever jab, rip off !