Jump to content

Recommended Posts

Is RCI stock combinable with most RCI fares now?  When I had it about 5 yrs. ago, it seemed it wasn't combinable with anything so I sold it.  Looking to buy it again now. 

What about Celebrity?  Is it usually combinable with their fares?  I read that if you chose perks, the shareholder OBC isn't combinable.  Is that true?  Thanks for the help!  

Link to post
Share on other sites
16 minutes ago, DrivesLikeMario said:

Is RCI stock combinable with most RCI fares now?  When I had it about 5 yrs. ago, it seemed it wasn't combinable with anything so I sold it.  Looking to buy it again now. 

What about Celebrity?  Is it usually combinable with their fares?  I read that if you chose perks, the shareholder OBC isn't combinable.  Is that true?  Thanks for the help!  

It is now combinable with C&A balcony discounts and most promotions 

It could be temporarily suspended with their financial crisis. 

Link to post
Share on other sites
6 hours ago, irzero said:

All of the above is well in to the price. 85% decline in stock value is about as pessimistic as it gets. Short selling is driving it down.

Sent from my SM-N975F using Tapatalk
 

 

Everyone can have an opinion, which is what forms the market. Though the above is clearly wrong.

Link to post
Share on other sites
All of the above is well in to the price. 85% decline in stock value is about as pessimistic as it gets. Short selling is driving it down.

 

Sent from my SM-N975F using Tapatalk

 

Short interest ratio is only 2.5. It’s not really being shorted.

 

 

Sent from my iPhone using Forums

Link to post
Share on other sites
6 minutes ago, Builder31 said:

Short interest ratio is only 2.5. It’s not really being shorted.

 

 

Sent from my iPhone using Forums

 

Exactly.

 

The same as the 85% is not as pessimistic as it can, and will be.

Link to post
Share on other sites
3 hours ago, irzero said:

The government are doing this.

The one thing that would change my mind is if they told the truth about the actual numbers which I'm starting to think are way worse than they are letting on. There is 107 deaths and yet they are setting up emergency morgue and drafting the army in.

Some one isnt telling the truth...

Sent from my SM-N975F using Tapatalk
 

 

The total US deaths is up to 168 the last time I was able to numbers for the us from the John Hopkins site. 

These are the latest numbers for NY and Washington State.  The confirmed cases in Washington State are low do to lack of testing.  Also because of the lack of testing the death rate looks very high.

 

New York, US
Confirmed: 3,083
Deaths: 20
Recovered: 0 
Active: 3,063
 
Washington, US
Confirmed: 1,187
Deaths: 68
Recovered: 0 
Active: 1,119
Link to post
Share on other sites
12 minutes ago, Blizzard54 said:

 

The total US deaths is up to 168 the last time I was able to numbers for the us from the John Hopkins site. 

These are the latest numbers for NY and Washington State.  The confirmed cases in Washington State are low do to lack of testing.  Also because of the lack of testing the death rate looks very high.

 

New York, US
Confirmed: 3,083
Deaths: 20
Recovered: 0 
Active: 3,063
 
Washington, US
Confirmed: 1,187
Deaths: 68
Recovered: 0 
Active: 1,119

Want to scare yourself check on how many in united states have died from flu in same period of time. Or from heart disease daily. But nobody cares about their diet? Or car accidents. More died in united states in car accidents in the 1.5 hrs of presidents press conference today then total deaths of covid 19.Just facts. Alright off topic again.

Link to post
Share on other sites

Barrons and Sumzero came out today with a 18 - 24 month price target of $80.00 for RCL.

Why Would Anyone Buy Royal Caribbean Stock? Here’s a Manager’s Bull Case.

Updated March 18, 2020 1:34 pm ET / Original March 18, 2020 1:26 pm ET.

Conclusion

Although the situation surrounding Covid-19 is changing constantly, making it difficult to accurately quantify the impact to RCL, the cruise industry, and the overall economy, it will be temporary. If investors believe the situation is so dire that the company will have to suspend cruises beyond the first half of 2020, then a private-equity buyout or a favorable reorganization is much more likely than Chapter 7. The industry is resilient and has fared through far worse, and RCL’s proven track record is one that can give investors across the capital stack confidence in recovering value after the coronavirus pandemic ends.


 
By 
Pooria Dariush, Secured Debt Investments
Updated March 18, 2020 1:34 pm ET / Original March 18, 2020 1:26 pm ET
Link to post
Share on other sites
11 minutes ago, taglovestocruise said:

Barrons and Sumzero came out today with a 18 - 24 month price target of $80.00 for RCL.

Why Would Anyone Buy Royal Caribbean Stock? Here’s a Manager’s Bull Case.

Updated March 18, 2020 1:34 pm ET / Original March 18, 2020 1:26 pm ET.

Conclusion

Although the situation surrounding Covid-19 is changing constantly, making it difficult to accurately quantify the impact to RCL, the cruise industry, and the overall economy, it will be temporary. If investors believe the situation is so dire that the company will have to suspend cruises beyond the first half of 2020, then a private-equity buyout or a favorable reorganization is much more likely than Chapter 7. The industry is resilient and has fared through far worse, and RCL’s proven track record is one that can give investors across the capital stack confidence in recovering value after the coronavirus pandemic ends.


 
By 
Pooria Dariush, Secured Debt Investments
Updated March 18, 2020 1:34 pm ET / Original March 18, 2020 1:26 pm ET

Interesting.  He assumes only a 40% decline in passengers vs 2019.  Basically every cruise ship is operational by end of May at pretty close to capacity.  He does not take into consideration the cost of FCC bonuses for canceled cruises. Nor does he factor in lower prices, more OBC to entice passengers.  Nor factoring in a need for a massive marketing campaign to get people to sail again. 

 

Basically he is assuming that it will act like the seasonal flu and disappear in the spring, but unlike the flu won’t return next fall.

 

I am not that optimistic.  

 

Link to post
Share on other sites
2 hours ago, rtazz17 said:

Want to scare yourself check on how many in united states have died from flu in same period of time. Or from heart disease daily. But nobody cares about their diet? Or car accidents. More died in united states in car accidents in the 1.5 hrs of presidents press conference today then total deaths of covid 19.Just facts. Alright off topic again.

This will be bigger than all those other numbers if we do not get a handle on it.

I do not need to scare myself, my brother died from covid 19 yesterday   

Link to post
Share on other sites
6 hours ago, Builder31 said:

Short interest ratio is only 2.5. It’s not really being shorted.

 

 

Sent from my iPhone using Forums

You might not have up to date info on that 2.5- my account also said 2.5 but that was like three weeks ago!

Link to post
Share on other sites
45 minutes ago, irzero said:

Rapid testing could be the saviour of cruise ships. 

 

Test for immunity then you are good to cruise.

Test for infection. You dont get on the ship if infected.

If we could develop a test with near instant feedback (under an hour) and identifies very early.  (E,g  if you got it from someone on the flight an hour ago the test would come back positive) then that would work.  I doubt we are close to that.  

Link to post
Share on other sites
3 minutes ago, irzero said:

 

Cruises are in a race against time to work out how to sail with this threat which wont be gone for 12-24 months via vaccine. Even if drugs work they dont stop infection they just treat it. Until then stocks will be in for a rough time as with the cruise lines.

And I think they will lose that race and go bankrupt.  I would buy put options in cruise stocks not the stocks themselves.

Link to post
Share on other sites
1 hour ago, ed01106 said:

Interesting.  He assumes only a 40% decline in passengers vs 2019.  Basically every cruise ship is operational by end of May at pretty close to capacity.  He does not take into consideration the cost of FCC bonuses for canceled cruises. Nor does he factor in lower prices, more OBC to entice passengers.  Nor factoring in a need for a massive marketing campaign to get people to sail again. 

 

Basically he is assuming that it will act like the seasonal flu and disappear in the spring, but unlike the flu won’t return next fall.

 

I am not that optimistic.  

 

This ^

I would love to hear their explanation of this quote,
"The industry is resilient and has fared through far worse."

What exactly has been "far worse" than a complete shut down and total shut off of income for who knows how many months?

Link to post
Share on other sites
1 hour ago, Blizzard54 said:

This will be bigger than all those other numbers if we do not get a handle on it.

I do not need to scare myself, my brother died from covid 19 yesterday   

Sorry.😞

Link to post
Share on other sites
9 minutes ago, irzero said:

I would not short this stock. You could be wiped out just on a market rally.

I am not a big fan of shorting a stock — prefer buying put options.  

Edited by ed01106
Link to post
Share on other sites
11 minutes ago, dasmonkey said:

This ^

I would love to hear their explanation of this quote,
"The industry is resilient and has fared through far worse."

What exactly has been "far worse" than a complete shut down and total shut off of income for who knows how many months?

The luxury ocean liner industry did go thru something that might have been worse.  They adapted by selling most of the fleet to US navy to become troop transports.  Only possible explanation. This should take less time than WWII

Link to post
Share on other sites

Create an account or sign in to comment

You need to be a member in order to leave a comment

Create an account

Sign up for a new account in our community. It's easy!

Register a new account

Sign in

Already have an account? Sign in here.

Sign In Now
  • Forum Jump
    • Categories
      • Forum Assistance
      • Q&A with the Quark Expeditions Team: New Ship Ultramarine
      • New Cruisers
      • Cruise Lines “A – O”
      • Cruise Lines “P – Z”
      • River Cruising
      • ROLL CALLS
      • Digital Photography & Cruise Technology
      • Special Interest Cruising
      • Cruise Discussion Topics
      • UK Cruising
      • Australia & New Zealand Cruisers
      • North American Homeports
      • Ports of Call
      • Cruise Conversations
×
×
  • Create New...