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Mary229

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Everything posted by Mary229

  1. Obviously not! CCL came out yet and said it was all rumors. They are not selling additional ships outside of those mentioned in the original announcement. There seems to be a lot of schadenfreude on this board as of late.
  2. You should listen to it. I listen to the JAMA podcasts, Dr.Osterholm podcasts as well as others such as TED. This was by far one of the most thoughtful and thorough accessible discussions I have heard.
  3. The panelist were an esteemed group with solid credentials. It was clear none of them were selling their reputations to the highest bidders. None of them were snarky either.
  4. I recently posted this in another thread. I ended up writing Steve and getting a very good med insurance recommendation tailored to my personal criteria https://boards.cruisecritic.com/topic/2751701-chase-credit-card-travel-insurance-supplementary/?do=findComment&comment=60039763
  5. Here is the link to the recorded version CCL Covid Summit
  6. I listened to all three hours yesterday. It was a very interesting discussion, non-biased IMHO and a truly outstanding panel of experts. Mr. Donald was in attendance throughout. His questions were educated. After listening I cannot believe that CCL will be cruising until 2021.
  7. CCL early on said they had enough financial resources to get through December 2020 without cruising. Since that original announcement they have increased their credit resources. CCL is 41% of the US cruise market. As CCL goes so goes the market. I think their history indicates they are strategic planners. I do not think they are just scrambling, they did earlier but I think they are now adapting. Some in this thread have pointed out the issues with American river cruising, all valid. I do think within 24 months they will make a major acquisition as a result of the obvious coming consolidation in their own corporate house but also in the worldwide industry.
  8. it is just a different world view. First I opened this thread as not a practical analysis but a bit of fun speculation. As a business person myself I have thrown in the towel on the next 6 months and am exploring new markets for the reemergence of the consumer. Whenever there are major upheavals there are usually significant changes in consumer behavior. I firmly believe CCL is also exploring options not that I think river cruising is at the top of their list. Hopefully the industry killing concept of only running 4 day cruises to nowhere is not the only idea they are exploring
  9. I guess we will have to disagree on their business acumen. I am not blind to their problems but their problems are no different than anyone else in the industry.
  10. Is there a link to that announcement. I have not seen it. Thanks
  11. CCL announced a new credit agreement yesterday. I think it is more than funding a drain, they are actively positioning themselves. I think there will be more sales, more consolidation and more acquisitions. Why would someone sell out? Because they can and those Euro ships do rely heavily on the now non-existent US market. When travel truly resumes people will be hesitant and no matter what people on these fora think CCL has the attention and trust of the North American traveler. They have BRAND
  12. I was in a forward suite on the Zaandam. It wasn’t terrible but you can hear all rehearsals in the theater which can interfere with a nice nap. Other than mid day rehearsals it was not noisy unless you retire for the evening very early. The Zaandam was my favorite ship with HAL thus far.
  13. I keep saying CCL will be able to get credit. I said river cruising, that doesn’t need to be a rebuild, that could be done through acquisition. The US is not the only place to river cruise
  14. I wasn’t really thinking HAL would convert ships to river cruising but converting its style to river cruising with ships appropriate to river voyages in a North America and beyond. I think CCL’ s expertise is the very large North American consumer. HAL’s blend of long, interesting itineraries at a moderate price with pleasant service would operate well on the river. The thread was started for a little speculative discussion
  15. not only the Mississippi River but the Great Lakes, The Saint Lawrence Seaway, the Puget Sound, Columbia River, The Tennessee River and I am sure there are others in North America
  16. For those who are worried about capital. I think CCL is selling old ships to take advantage of tax considerations (recapture) which is income. If you have a loss year there is no better time to deal with recapture. CCL has the type of track record that financiers will back. They may junk status but their expertise does give them access to credit. I think a buyout is more likely than a build out.
  17. CCL has a history of buying other lines, maybe that is how they will do it. I can’t see them sitting idly by while others are sailing. The American consumer trusts and knows them, that is their greatest advantage
  18. For a speculative discussion It seems river cruising seems to be on trend as a safer alternative to large ship ocean cruising. Do you think HAL/CCL will venture into fresh waters? It seems to me small ship expedition cruising is a far more complicated and expensive venture though American/Victory lines is introducing new fairly affordable small ship cruising thoughts?
  19. It is a mess, always was. I have two cruise credits, HAL and Princess, and the difference in the booking procedure is incredible. Princess has all the information you need right there as you proceed. With HAL you are forever leaving the booking page to gather more information elsewhere and lord help you if you pick a room that is not available😉
  20. I think with this news and the shuffling required due to the sale of ships I expect HAL to be making a major statement before the end of July. Since I don't do Facebook I hope someone will keep us informed if anything happens there
  21. Their mortgage was paid and all they had were operating expenses. Sometimes it is not only the price, there can be other trade offs like swapping of berths, inclusion in ports. Airlines frequently do deals based on gaining or removing gates
  22. I have a sneaking suspicion that CCL put out a discrete notice to some CEOs saying make a bid on whatever appeals to you. There will be no rhyme nor reason to what gets sold, it will be all about which ship gets an offer. Selling what people want to buy is how you liquidate!
  23. Fred Olsen is fast! Here is the quote from my email We are delighted to let you know we’re introducing two new vessels to our fleet. The ships, to be named Bolette and Borealis, fit perfectly with our love for small-ship cruising, as both carry less than 1,500 guests. Fred Olsen Announcement
  24. I have considered Fred Olsen cruises. The possible British cuisine, or lack of, has deterred me so far!
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