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About ltlslick1

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    Cool Cruiser

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    New Jersey

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  1. I’ll be the first to say I’d like to see the company succeed, but I don’t see how the past several days on news helps it’s position in any material aspect.
  2. My flights to Barcelona in September have already been canceled. While seeing improvement is certainly positive, I’m not sure how I am going to be able to cruise unless I row a boat across the pond.
  3. I saw the Gilead announcement. That seemed far from promising to me. Central banker comments seem to be dragging market up in general, but I don’t see how that benefits travel stocks. Who knows.
  4. I don’t get it. What does the market know that I don’t?
  5. What’s with yield on 2022 vs 2028. Call option on 2028? Market liquidity issues? Yield to worst tell different story? 2028 in more senior position?
  6. Agree, the real question is will the FCC be redeemed at prime pricing or will it be redeemed at some sort of discounted level (if demand does not spring back).
  7. Is it time to discuss bailout already? The next 4 months of cruise capacity was likely pretty well booked before the virus really started to ramp up. Offering FCC has allowed the company to push demand forward into the summer season. No doubt they will be taking a serious haircut in the meantime until things improve but between the expenditures they can cut and cash draw downs I would think they could float themselves for a while. Despite not having mountains of cash on hand, I’d suspect lenders would be more likely to amend loan terms versus seek to take control of collateral. That would save
  8. It will feel different for sure. Perhaps a welcomed change for those that have opined that ships are too crowded to begin with. Not suggesting this a reason to jump on a sailing right now but will be curious to hear feedback from those who experience it.
  9. Maybe doom and gloom had not yet taken full effect? Have to think ship occupancy will be a lot more volatile on a go forward basis.
  10. Interesting. While 50% is horrible from a profitability standpoint, it’s actually still a pretty high number. That’s fair from sailing empty.
  11. Like the title says, trying to gauge if people are still cruising. I read the headlines about the cancellations, and I’m sure there is a lot of them, but how many are pushing through and making the trip?
  12. Here’s one opinion of it:https://www.google.com/amp/s/seekingalpha.com/amp/news/3550124-nomura-sees-cruise-line-recovery-in-2021 Stock will continue to door poorly as virus information is released. Where it bottoms is anyone’s guess. I am averaging in. Long term this becomes a very profitable company again in my eyes.
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