Travelcat2 Posted May 8, 2020 #176 Share Posted May 8, 2020 And the entrance to Pacific Rim (love it but it isn't the prayer wheel). Here is Splendor: And here is another view of Explorer's prayer wheel (each wheel moves and has sayings on them): Our first Splendor cruise was cancelled so we won't sail on her until next year. These are just observations based on photos. I do not recall how expensive (or heavy) the prayer wheel was but it is original and amazingly beautiful. I suspect that the dragon was considerably less heavy and expensive but it lovely. Link to comment Share on other sites More sharing options...
greykitty Posted May 13, 2020 Author #177 Share Posted May 13, 2020 Before the financial release tomorrow, a Forbes story on L Catterton's investment in NCLH - at the time of the story, L Catterton would become NCLH's largest stockholder Forbes - L Catterton 1 Link to comment Share on other sites More sharing options...
greykitty Posted May 13, 2020 Author #178 Share Posted May 13, 2020 Not NCLH, but perhaps reorgs starting to happen over at CCL? Seabourn and HAL presidents announce departures yesterday. Forgive me if already discussed over here. Link to comment Share on other sites More sharing options...
Travelcat2 Posted May 13, 2020 #179 Share Posted May 13, 2020 48 minutes ago, greykitty said: Not NCLH, but perhaps reorgs starting to happen over at CCL? Seabourn and HAL presidents announce departures yesterday. Forgive me if already discussed over here. I did read about that, however, I feel that CCL is in a lot more trouble than NCLH in terms of how things were handled when they had coronavirus onboard some of their brands. As things stand now, I do not see the CEO/Presidents of Regent, Oceania or NCL stepping down (and it was the CEO of NCLH that was instrumental in getting the investments to keep the company going for the next 18 months (longer if they resume sailing). Obviously, just my opinion. 1 Link to comment Share on other sites More sharing options...
greykitty Posted May 13, 2020 Author #180 Share Posted May 13, 2020 4 minutes ago, Travelcat2 said: I did read about that, however, I feel that CCL is in a lot more trouble than NCLH in terms of how things were handled when they had coronavirus onboard some of their brands. As things stand now, I do not see the CEO/Presidents of Regent, Oceania or NCL stepping down (and it was the CEO of NCLH that was instrumental in getting the investments to keep the company going for the next 18 months (longer if they resume sailing). Obviously, just my opinion. In all honesty, I do think all the lines will see some sort of restructurings, small or large, just in the nature of economic challenges facing them all. And possibly movement of executives from line to line as they may be recruited to deal with probably the biggest challenge of their careers. Not sure what sort of non-compete contracts exist in this industry. But, I just thought the CCL announcements were interesting in timing and what they did not say, as well as what they did say. CCL is still, to the general public, the 800 pound gorilla in the room and what happens with them, I think, tends to spill over to others in the industry. Link to comment Share on other sites More sharing options...
Pcardad Posted May 13, 2020 #181 Share Posted May 13, 2020 And here goes RCL.... https://www.reuters.com/article/us-royal-carib-crus-liquidity/royal-caribbean-offers-3-3-billion-in-bonds-pledges-28-ships-as-collateral-idUSKBN22P2NK Link to comment Share on other sites More sharing options...
Travelcat2 Posted May 13, 2020 #182 Share Posted May 13, 2020 2 minutes ago, Pcardad said: And here goes RCL.... https://www.reuters.com/article/us-royal-carib-crus-liquidity/royal-caribbean-offers-3-3-billion-in-bonds-pledges-28-ships-as-collateral-idUSKBN22P2NK My only comment is "wow"! 1 Link to comment Share on other sites More sharing options...
greykitty Posted May 13, 2020 Author #183 Share Posted May 13, 2020 Obviously not directly related, but United Airlines abandoned their bond offering a few days ago - I'd guess they'll take another run at it to see if they can get less expensive terms. IMO, there's money out there but it's not coming cheaply for a lot of industries. https://www.ft.com/content/5a403910-46d5-473b-9b84-6ec60fdc2104 Link to comment Share on other sites More sharing options...
Pcardad Posted May 13, 2020 #184 Share Posted May 13, 2020 https://www.cruiseindustrynews.com/cruise-news/22925-norwegian-q1-earnings-preview-listen-live-link.html Link to comment Share on other sites More sharing options...
greykitty Posted May 14, 2020 Author #185 Share Posted May 14, 2020 Press release on earnings reports https://www.marketwatch.com/press-release/norwegian-cruise-line-holdings-reports-first-quarter-2020-financial-results-2020-05-14-7197043 Link to comment Share on other sites More sharing options...
bissel Posted May 14, 2020 #186 Share Posted May 14, 2020 Looks good to me!.Thanks for posting! Link to comment Share on other sites More sharing options...
Rare Georgia_Peaches Posted May 19, 2020 #187 Share Posted May 19, 2020 On 5/13/2020 at 12:07 PM, Travelcat2 said: As things stand now, I do not see the CEO/Presidents of Regent, Oceania or NCL stepping down (and it was the CEO of NCLH that was instrumental in getting the investments to keep the company going for the next 18 months (longer if they resume sailing). Obviously, just my opinion. I have to agree. I think NCLH will pull through, painfully and slowly. 1 Link to comment Share on other sites More sharing options...
Pcardad Posted June 5, 2020 #188 Share Posted June 5, 2020 $23.44 a share as of 12:35PM June 5...and that's a fact. Link to comment Share on other sites More sharing options...
Mudhen Posted June 5, 2020 #189 Share Posted June 5, 2020 I noticed that stock pop....for CCL as well, but not as much as NCLH (at this second in time anyway). What's happening to spur this rise? Link to comment Share on other sites More sharing options...
wcsdkqh Posted June 5, 2020 #190 Share Posted June 5, 2020 Much better than expected jobs report today is spiking the markets. Link to comment Share on other sites More sharing options...
Pcardad Posted June 5, 2020 #191 Share Posted June 5, 2020 The travel related stocks are leading the market on optimism that things will get back to normal. Energy stocks are also up there as well as stocks relating to Vegas like MGM, etc. Link to comment Share on other sites More sharing options...
greykitty Posted June 10, 2020 Author #192 Share Posted June 10, 2020 NCLH new SEC filing - Norwegian Cruise Line Holdings announced in a regulatory filing that it had amended the credit facilities secured by Seven Seas Explorer, Seven Seas Splendor, Riviera, Marina, Leonardo One and Leonardo Two to defer amortization with respect to certain of the debt outstanding under the agreements. appears to increase liquidity through March 2021. http://www.nclhltdinvestor.com/node/13021/html Link to comment Share on other sites More sharing options...
Rare Georgia_Peaches Posted June 10, 2020 #193 Share Posted June 10, 2020 On 6/5/2020 at 12:35 PM, Pcardad said: $23.44 a share as of 12:35PM June 5...and that's a fact. Dipped back down to 20.5...I imagine we are in for quite a roller coaster ride for a while. Link to comment Share on other sites More sharing options...
Pcardad Posted June 10, 2020 #194 Share Posted June 10, 2020 It was up to $27 the other day - some awesome chances to make some cash if you keep cycling it. Link to comment Share on other sites More sharing options...
Rare pappy1022 Posted June 10, 2020 #195 Share Posted June 10, 2020 Down again today by 14.42% Link to comment Share on other sites More sharing options...
Pcardad Posted June 10, 2020 #196 Share Posted June 10, 2020 Good. More opportunity. Cheers...cocktail time! Link to comment Share on other sites More sharing options...
Rare pappy1022 Posted June 11, 2020 #197 Share Posted June 11, 2020 If you are going to post the big gains I think it is only fair to post the big losses as well. 1 Link to comment Share on other sites More sharing options...
Pcardad Posted June 11, 2020 #198 Share Posted June 11, 2020 Go for it! I'll post what I want and you post what you want. Sounds like a plan. 2 1 Link to comment Share on other sites More sharing options...
greykitty Posted June 18, 2020 Author #199 Share Posted June 18, 2020 Some may consider way off topic, but CCL's second quarter earnings report missed estimates by quite a bit, and they're currently in the process of disposing of six ships. Losses weren't unexpected, but this looks like a bigger hit than expected. Suspect RCL and NCLH's Q2 reports will provide a wild ride as well. I believe CCL will have its earnings call on June 21 https://www.thestreet.com/investing/carnival-ccl-stock-second-quarter-earnings-revenue Link to comment Share on other sites More sharing options...
Steve Q Posted June 18, 2020 #200 Share Posted June 18, 2020 Another article is below. One quote stood out for me—Still, in a research note Thursday, analyst Timothy Conder of Wells Fargo wrote that he expects Carnival to “imminently look to raise an additional $4-$5 [billion] of capital to take the company through [fiscal year 2021] under a “No Sail” order in which it’s burning about $650 million a month. Evidently, Carnival needs to raise additional funds very soon. The last round of capital raising is only a month old and they already need additional money. The last round also required them to pay exceedingly high interest rates to secure the funds. This would not inspire a lot of confidence. https://www.marketwatch.com/articles/carnival-loses-more-than-expected-amid-sailing-ban-cruise-stocks-are-sliding-51592486177 1 Link to comment Share on other sites More sharing options...
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