George Frangeskides, Chairman at ALBA, explains why the Pilbara Lithium option ‘was too good to miss’. Watch the video here.
Wish I could buy to further bring down my average, I'm in for over 5000 shares at circa 898p... long and strong will hold until we see at least 1300p
Yawn, boring aimless day again. Where is the rise back to fair value
At least there is a profit margin, which would be an improvement in previous years, especially as the company is buying competitive business
Looks like I’m topping up then… will wait an hours to see what it does
CCL should buy Global Dream II and bag themselves a $1b dollar (70% complete) cruise ship for comparable pennies while they can
I've got back in this morning with a smallish £3.5k. This seems to have just been dragged down by the wider market. Seems to be a significant spread on though. Will buy more if we remain sub 35.
Up 8% on NYSE, wait for the bounce on Monday and hold long and strong
I’m properly skint now
0.25% interest rate rise can be mitigated
Management need to utilise recent proceeds of ships sails to buy back more shares and increase their holdings whilst they can
I've got over 4000 shares, and I'm going nowhere for a long time. Don't let the mm's fool you with their market trickery.
So the US market end with CCL up 3%+ and after market another 2%+ strange
Yawn, aimless fall once again. This should be in the 1000's. I even see that their German division is selling off and old inefficient ship.
Sounds as though the Fed will raise rates to the lower end of estimates
If I had any more money I'd bring down my 910p average, bounce must be coming
I agree that this has the potential to bag significantly over the next 12 months. Though management will need to take brutal drastic action to raise funds and reduce debt, and lobby government to remove all COVID related restrictions.
CCL need to make some drastic moves and reduce their asset base to keep this going. The sale of Seabourne to the Saudis needs to continue at pace, significantly raising capital and sells of debt. Older ships need to be scrapped and staff streamlined asap. CDC need to update their guidance to suit all other forms of travel (why the slow response to cruising?). Looks like they could also benefit from slightly discounting cruises to get occupancy up from 60% and make ships and onboard spending more efficient.
Hopefully this follows the same projectory as GOG and goes from broke to 130% up over the next 6 months…
All media hysteria - Warren Buffett wouldn’t be on a $50bln spending spree if BH weren’t confident in market returns
Carnival have over $50billion in assets - I am unfazed by the recent bleed. This is presenting as a multi bagger