RCL Stock

[DirtyDawg]

32 minutes ago, Jimbo said:

Just numbers to us, does it really matter? Pretty sure none of what they are doing is really worth what they are getting paid for.

But @Jimbo, are any of us worth what we are getting (got) paid for?😉

[John&LaLa]

On 4/7/2023 at 9:13 PM, grandgeezer said:

You got 50+ free beers and cocktails using just your $100 shareholder OBC? That’s the way it reads. If so, no need for a drink package. Or is this the 50+ drinks talking?

 

Can't help how you read it. 

[John&LaLa]

On 4/10/2023 at 10:02 AM, firefly333 said:

And like me you probably got that $100 obc x many cruises. For me let's say 13 cruises or more so lets say $1300. .. I'm probably down but the obc makes up for the stock up and downs. Hopefully someday it will turn a profit again. 

 

Now that the UWC is available as 1 mini segments, some folks booking it that way and are expecting 17 OBC's totalling around $3500

 

I'm kinda expecting them to limit the total to $1000. Who knows

[John&LaLa]

On 4/10/2023 at 2:11 PM, yogimax said:

Thank you.  For once, someone who is willing to admit they are losing money on a stock trade.  Most of the time it's boast and brag on this board.

 

You should visit the Cadino Royale threads🤣

[grandgeezer]

4 hours ago, John&LaLa said:

 

Can't help how you read it. 

How do you think I read it? I read it exactly the way it was written, nothing assumed.

[John&LaLa]

1 hour ago, grandgeezer said:

How do you think I read it? I read it exactly the way it was written, nothing assumed.

 

It was more of a reference to your overall disdain to a product you no longer find valuable

 

It covered a littany of your complaints😇

[Biker19]

"

Royal Caribbean Group released its 15th annual Seastainability Report outlining the company’s progress and performance across its three wholly owned brands – Royal Caribbean International, Celebrity Cruises and Silversea Cruises.

“As we advance on our sustainability journey, our strategic priorities remain rooted in creating business value and uplifting our employees, guests and the communities we visit,” said Jason Liberty, president and CEO of Royal Caribbean Group. “Through collaboration and innovation, we continue to make great strides in our commitment to delivering great vacation experiences responsibly.”

The targets in the report highlight Royal Caribbean Group’s progress in reducing emissions, promoting the safety of guests and employees and the commitment to sustainability and protecting the oceans. 

According to the 2022 Seastainability Report, one of the short-term goals is to reduce carbon intensity by double digits by 2025 compared to 2019. Other key targets of the 2022 report include:

• Signing an agreement with Mærsk McKinney Møller Center for Zero Carbon Shipping;
• Completing the first renewable diesel pilot in the U.S. on the Navigator of the Seas;
• Launching the world’s first net-zero cruise terminal in Galveston, Texas;
• Creating a new Executive Diversity Council to prioritize DEI (Diversity, Equity and Inclusion) initiatives;
• Achieving gender pay equity with 99.98 percent of women equally compensated compared to male employees at Royal Caribbean Group
• Launching the Royal Caribbean Kickstarter Program to support tourism related entrepreneurs in The Bahamas 
• Increasing the number of sustainable tours certified by the Global Sustainable Tourism Council (GSTC);
• Growing the company’s sustainable seafood sourcing – 83 percent Marine Stewardship Council (MSC) and 75 percent Aquaculture Stewardship Council (ASC) certified
• Renewing its partnership with World Wildlife Fund (WWF) and committing an additional $5 million to preserve ocean health

Detailed Royal Caribbean Group’s 2022 Seastainability Report can be found here www.royalcaribbeangroup.com/sustainability."

 

Royal Caribbean Group Releases Annual Seastainability Report - Cruise Industry News | Cruise News

[OBX-Cruisers]

I have been unsuccessful getting the Shareholders OBC in several past tries.  I got the message that my booking included a $50/cabin OBC and that I am not entitled to an additional amount because of my stock ownership.  Is this a common problem or is there something I'm missing?

 

[Morecruisesplz]

22 minutes ago, OBX-Cruisers said:

I have been unsuccessful getting the Shareholders OBC in several past tries.  I got the message that my booking included a $50/cabin OBC and that I am not entitled to an additional amount because of my stock ownership.  Is this a common problem or is there something I'm missing?

 

Ugh! Following for info.

[BermudaBound2014]

34 minutes ago, OBX-Cruisers said:

I have been unsuccessful getting the Shareholders OBC in several past tries.  I got the message that my booking included a $50/cabin OBC and that I am not entitled to an additional amount because of my stock ownership.  Is this a common problem or is there something I'm missing?

 

 

Are you using any type of casino offer? 

[DarthGrady]

1 hour ago, OBX-Cruisers said:

I have been unsuccessful getting the Shareholders OBC in several past tries.  I got the message that my booking included a $50/cabin OBC and that I am not entitled to an additional amount because of my stock ownership.  Is this a common problem or is there something I'm missing?

 

I have sent them OBC request several times since buying stock back in 2020. Responses have ranged from none at all to a confirmation a few hour later and everything in between. I don't get casino offers, all of my cruises are booked at market rate or with discounts offered to everyone. If the discounts or group related OBC are the reason for not getting the shareholder OBC I could understand that, I just wish they would do a better job with communication. Sending a request and hearing crickets chirp gets annoying.   

[Tlbecker1]

5 hours ago, OBX-Cruisers said:

I have been unsuccessful getting the Shareholders OBC in several past tries.  I got the message that my booking included a $50/cabin OBC and that I am not entitled to an additional amount because of my stock ownership.  Is this a common problem or is there something I'm missing?

 

We have been on 30+ cruises since we purchased stock and I have never had any problem with my OBC.  Many of the cruises were booked onboard with additional OBC.

[Tlbecker1]

4 hours ago, DarthGrady said:

I have sent them OBC request several times since buying stock back in 2020. Responses have ranged from none at all to a confirmation a few hour later and everything in between. I don't get casino offers, all of my cruises are booked at market rate or with discounts offered to everyone. If the discounts or group related OBC are the reason for not getting the shareholder OBC I could understand that, I just wish they would do a better job with communication. Sending a request and hearing crickets chirp gets annoying.   

I am sorry that this has happened to you.  I have never had any issues regardless of how it was booked or any additional OBC.

[cruiseguy1016]

6 hours ago, OBX-Cruisers said:

I have been unsuccessful getting the Shareholders OBC in several past tries.  I got the message that my booking included a $50/cabin OBC and that I am not entitled to an additional amount because of my stock ownership.  Is this a common problem or is there something I'm missing?

 

 

The policy used to be that the shareholder's OBC was not combinable with other discounts or OBC offers. Royal Caribbean changed that policy in 2018(?) so that the shareholder's OBC is now combinable with other discounts. I don't know why you have been unsuccessful unless it was before the policy was changed.

[Morecruisesplz]

23 minutes ago, cruiseguy1016 said:

 

The policy used to be that the shareholder's OBC was not combinable with other discounts or OBC offers. Royal Caribbean changed that policy in 2018(?) so that the shareholder's OBC is now combinable with other discounts. I don't know why you have been unsuccessful unless it was before the policy was changed.

Or this could be another announced but still painful cut back by Royal.

[Tlbecker1]

6 minutes ago, fredmdcruisers said:

Or this could be another announced but still painful cut back by Royal.

I don’t think so.  I have OBC until 2-25. 

[nelblu]

Share price pop of $3+ per share.  J P Morgan set a price target of $94 per share.  Hooray for us investors, at least for today.😄

[nelblu]

On 4/21/2023 at 9:04 PM, Tlbecker1 said:

I don’t think so.  I have OBC until 2-25. 

I have OBC for my October, '24 Symphony sail and a few early '25 of both  shareholder's and on board booking OBCs.  Simply can't beat it, plus I have a $50 OBC for their screw up on the so called "package".🤣

Edited April 28, 2023 by nelblu

[Cruise5life]

Just wow.   What’s sparking todays gains.  4.80 as of right now 

[Cruising89143]

7 minutes ago, Cruise5life said:

Just wow.   What’s sparking todays gains.  4.80 as of right now 

https://cruiseindustrynews.com/cruise-news/2023/05/royal-caribbean-reports-q1-2023-earnings-increases-guidance/

[Cruise5life]

1 hour ago, cruisingator2 said:

https://cruiseindustrynews.com/cruise-news/2023/05/royal-caribbean-reports-q1-2023-earnings-increases-guidance/

Ah. Ok.  Makes sense now.    

[Baron Barracuda]

Not a bad quarter.  Showed incremental progress.  Still, even 102% occupancy couldn't get bottom line out of the red.  Forecasted $4.50 full year eps is on an adjusted basis which ignores $1.3B interest expense.   Big increase in customer deposits allowed them to pay down some debt.  

[Morecruisesplz]

1 hour ago, Baron Barracuda said:

Not a bad quarter.  Showed incremental progress.  Still, even 102% occupancy couldn't get bottom line out of the red.  Forecasted $4.50 full year eps is on an adjusted basis which ignores $1.3B interest expense.   Big increase in customer deposits allowed them to pay down some debt.  

The cuts in the experience will save them big $s. They might have to reverse the new menu but will stall as long as they can. 

[Biker19]

For those wondering why Utopia is sailing out Florida (well, any ship for that matter):

"

Royal Caribbean International plans to take 2.5 million guests to Perfect Day at CocoCay in 2023 as the company’s private island in the Bahamas has become a major selling point on itineraries.

“The pricing premiums continue to be really robust, and the spend on the island continues to be really robust as well,” said Michael Bayley, president and CEO, Royal Caribbean International, speaking on the company’s first quarter earnings call.

 

Bayley said the company had about 250,000 guests disembark at Perfect Day in March.

Naftali Holtz, CFO, added: “The booking strength has been particularly evident on Caribbean sailings where our superior hardware and Perfect Day at CocoCay continue to be winning combination.”

 

Holtz said that these itineraries are driving outsized yield and pricing growth.

“As we’ve increased the volume, we’ve seen no decline in the power of the pricing. And in fact, it continues to accelerate. With Hideaway Beach, that will accommodate approximately 2,500 more guests,” added Bayley.

 

The new Hideaway Beach area at Perfect Day is slated to open later this year ahead of the debut of the Icon of the Seas, which will call at Perfect Day weekly on its roundtrip Miami cruises.

“We’ve also got Utopia coming online in June (2024),” said Bayley. “We haven’t announced the deployment, but Utopia will also be going to Perfect Day. There’s a lot of demand for that particular product in any of our ships that have Perfect Day on their itinerary demanded, and there’s strong pricing premium that we see there.”

 

Perfect Day at CocoCay Driving Revenue at Royal Caribbean - Cruise Industry News | Cruise News

[Biker19]

RCI is coming for your wallet:

 

"

In the first quarter of 2023, roughly two-thirds of Royal Caribbean Group passengers booked onboard activities in advance of their cruise, meaning the company was able to prebook more onboard revenue than ever.

According to Jason Liberty, president and CEO of the cruise company, this was well up compared to the last normal year, when 48 percent of guests had prebooked onboard activities in 2019.

Key Highlights:

• Total revenue per passenger day for Q1 2023 was $251.43 compared to $230.99 in Q1 2019.
• Ticket revenue per passenger day for Q1 2023 was $165.28 compared to $161.90 for Q1 2019.
• Onboard revenue per passenger day for Q1 2023 was $86.15 compared to $69.09 for Q1 2019.
• Total cruise operating expenses per passenger day were $156.25 for Q1 2023 compared to $133.85 for Q1 2019.

 

“Every dollar that guest spends pre-cruise translates into approximately $0.70 of incremental spend once onboard,” Liberty said, as cruise guests are known to have a ‘fresh wallet’ once aboard the ship.

“While we have made a significant leap in our commercial capabilities, we are still in the early innings of our journey, and we’ll continue to add features and capabilities to our app and commercial engines,” Liberty said."

 

Onboard Revenue Up at Royal Caribbean, More Prebooked Spend - Cruise Industry News | Cruise News

Edited May 9, 2023 by Biker19