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BlerkOne

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Everything posted by BlerkOne

  1. Carnival Corp is dual listed in the UK and the US. Neither is the parent of the other.
  2. The world may end before then.
  3. or they may not. Might as well throw darts.
  4. So is the lottery, but people play and occasionally there is a winner.
  5. Caesar salad was available at the pizzeria on Carnival Miracle last month.
  6. Alas the goat cheese pizza is no more, but there is a 4 cheese white pizza that is tasty. the crust is better these days, too.
  7. Been there, down it. Bet the prices have changed, though.
  8. What's the reason for the RCL sell off?
  9. Never met an analyst that had any experience operating a cruise line. Of course, if analysts actually had a crystal ball, they would be former analysts and actively retired.
  10. It's basically a rum punch and likely what waiters will be walking around with the first day. I imagine any bar can make them.
  11. You used to be able to order 12 packs through room service. I have not heard that has changed.
  12. Carnival has been refinancing to lower interest rates for some time without a problem and still has a significant line of credit not currently being used.
  13. While I don't doubt it is a fair price, I'll pass if I have to pay. Choice is good.
  14. A government shutdown won't cause a rally.
  15. Hedging is a guaranteed gamble. Cruise ships are adding shore power as a way to cut back on fuel consumption. Whether that really saves anything as far as the planet goes depends on how the electricity is generated. It was strange on our recent Miracle cruise when they switched over to shore power - the ship went dark for the minute or so it took for the transition to take place. Carnival knows better than armchair admirals what is best for their business model. "Management explained that the company has never employed fuel hedges, nor does Carnival think it's a bright idea for a cruise line to hedge against rising fuel costs. CEO Donald remarked that Carnival believed in maintaining its economic freedom, meaning that when a company purchases directional futures contracts on commodities, it's sacrificing profit if commodities drop instead of rise. Donald remarked that Carnival never tries to play "the fuel game," as "even oil companies don't know where the fuel prices are going."" Meanwhile, I think I read Carnival is running at 109% occupancy? And that's the average across 9 brands. Besides, the ticket contract is clear that Carnival can pass increased fuel costs onto cruisers if the price of oil goes high enough.
  16. More on oil. Given that the newest Carnival ships (including Princess) primarily use LNG, and the price of LNG has been dropping, hedging LNG wouldn't make sense.
  17. Oil prices come and go but seem to be trending up, but you know what isn't? LNG. Which is what the newest Carnival ships primarily use. They are going in opposite directions.
  18. Carnival hasn't had a problem raising cash when needed. Paying down debt faster than predicted only makes it easier.
  19. Given the instability in the world there are no slam dunks.
  20. Other Carnival brands have drink packages, but they are not new. I'm not aware of other Carnival brands with bundles or recent controversy?
  21. I think Carnival Cruise Lines contributes more to Carnival Corp than Princess cruise lines. Not sure the packages are more than a blip.
  22. Steakhouse on Miracle Blanton’s Bourbon 16.00 Woodford Reserve 11.50 Sazerac Rye 12.00 Buffalo Trace 11.00 Gentleman Jack 11.00 Teeling ‘Small Batch’ 10.50 Jack Daniel’s Rye 10.50 Jack Daniel’s 9.50 Jack Daniel’s Honey 9.50 Jameson 9.50 The same in the steakhouse on Carnival Miracle
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