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OmarOak

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Everything posted by OmarOak

  1. Most brands, regardless of industry are for sale given the right price. Today, Cruise lines are distressed assets. The problem is a lack of Buyers who will pay anything beyond a discounted liquidation value of the hard assets. If Carnival sells HAL for $1 Billion, but have $2 Billion of debt related to it, selling just digs their hole deeper.
  2. Sycamore Partners is not a "builder", they are asset strippers. Research what they have done to Staples, Chateau St. Michelle and others in their portfolio...
  3. Our first HAL Cruise (K'dam) was in a Vista Suite. All subsequent cruises have been in a Veranda. We didn't find the extra few feet of space usable and really disliked the configuration (bed rather than seating area adjacent to the Veranda). In prior experiences on Princess, we did find the mini-suite a valuable upgrade.
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