Carnival Share Discussion Threads

[jan-mar] 07/2/2022 16:37

Carnivals Cunard see the strongest bookings in a decade

[jan-mar] 04/2/2022 18:03

Have a great time

[pierre oreilly] 04/2/2022 16:52

I'm off there in a couple of weeks. Is that a better update?

[jan-mar] 04/2/2022 16:41

It's the best I could do

[brut winky] 04/2/2022 16:29

That wasn't the update that's needed, hopefully next one will be more upbeat.

[jan-mar] 04/2/2022 11:54

Just booked the Canary Islands cruise in April

[pierre oreilly] 02/2/2022 10:24

Average age of Carnival cruise line customer (not the carnival group) is 45.

Cunard 61

Fred Olsen probably 70.

P&O, estimate 55, but half probably on the double disability/carer benefit which seems to be the key to sailing the world.

[ballymoss18] 01/2/2022 16:08

My point was over 50's have more disposable income rather than a family with young children. July & August may be expensive but the winter Caribbean cruises don't come cheap either, expecially when my two children insist on coming.I however agree superb value and I have had to sell cruising to a good friend's wife before, she really enjoyed it.Much prefer Princess but it's P&O for me this year.

[jan-mar] 31/1/2022 15:55

Looks like they are continuing with the share sale (US) and share purchase (UK) 500 million dollars worth.

[pierre oreilly] 31/1/2022 09:14

Just been notified the biggest barrier to cruising has been removed. The effin pre- boarding plf, and the associated 2 day covid test. A nightmare to fill in, and you had to spend 30 quid each and arrange a covid test for after you returned. Caused major havoc, and now history. (A simplified plf with no test will be filled in on board if necessary, so the risk of being denied boarding has gone).

Expect a surge of bookings and prices to rise. Currently 2 weeks to Barcelona or 2 weeks to the canaries available for 750 quid on the QE(3). Incredible. Dynamic pricing means those prices will disappear on just a couple of bookings.

[jan-mar] 30/1/2022 18:24

May just book a cruise on the QE2

[pierre oreilly] 28/1/2022 21:29

You certainly don't have to be wealthy to go on a cruise. In fact, I'd say you get virtually no wealthy people on p&o, which is quite downmarket, which is great. The secret is the value. Once you've paid, you don't need to spend anything at all. Easy to get a week for £400. Where else can you get an extremely clean room, luxurious bed, as much really good food as you can eat for every taste, a £60 value meal each evening in very plush surroundings with often great company (and lunchtime if you want), excellent west end style musicals in some really plush theatres with loads of leg room, some grunt from the army who's written a book lecturing for a few days (we gave him a miss, but many had time for him), painting, dancing, whatever you want for breakfast brought to your bed for a couple of quid, no washing up, no bed making, gyms with latest equipment and free training, fresh air, waves, etc etc and visit a different place each day ... all for £60 per day? Oh, and a token £60 on board credit to spend (150 for two weeks) for shareholders.

That's why cruising is becoming much more popular, anyone who goes on any type of holiday can afford them but many don't yet realise they are missing out on the best value holiday going.

I deserve an extra hundred quid obc for that!

[stansmith3] 28/1/2022 20:29

ballymosscruising is a well kept secret even now, which is why it grows every yearpeople who have not cruised think it is all about the destinations and the cruise companies sell holidays on that basis, in reality the destinations are very hit and misswhat actually happens is people get bitten by the service - (1 crew member for every 2.5 passengers), food quality and being someone elses problem as soon as the drive up to the boat (literally) - valet parking thrown in toothe standard of entertainment varies among the cruise lines, but for the most part you could not tell what line you are on as they are so similarand to boot, it is only really expensive in july and august, its much cheaper than people think, often you can catch prices of 75£ pppd(apologies if you have been cruising, no sucking eggs intended)sadly the big cruise lines are all moving to mega boats, which feel very busy with 7000 passengers

[davidro77] 28/1/2022 20:18

https://www.fool.com/investing/2022/01/27/why-carnival-and-the-other-cruise-stocks-crashed/Is this an impending profit warning in disguise?I can't imagine we are down so hard because of a covid outbreak on a ship

[jan-mar] 28/1/2022 17:02

Correct, there are billions of pounds that have been saved during the pandemic, at some time the flood gates will open. A third of all revenue is from on board sales, this should ramp up soon.

[bookbroker] 28/1/2022 16:41

Like the optimism, thought Joe Public was feeling the pinch, so let’s go and book a cruise. No excuse for complaining about the cost of living when you can book a holiday!

[pierre oreilly] 28/1/2022 16:26

Grabbed a 2nd lot - now fully invested here.

That last pint cost me quite a bit, I think it was 30p cheaper 20 mins ago when i thought i'd have some more.

Oh well, just putting back in what i took out at 3x the price at the start of the pandemic, so not getting the absolute cheapest price doesn't really make much difference.

The thing to remember is in normal times, cruises are phenomenally profitable, even after paying billions for new ships. Major ups and downs but generally up for a couple of years. Cheap for those who can look 2 years ahead.

[brut winky] 28/1/2022 12:47

By the time the snowflakes have stopped panicking about Putin keeping his soldiers busy on exercise oil will of peaked and falling back in a few months.

They do use a lot of fuel and charge the punters to pay for it and of course hedge as well like airlines"another one you don't like", the management of these companies are on the ball more than most think.

Pierre is right about the investment time frame and is what i had pencilled in for all my travel stocks and anyone who hasn't bought in for the ride will be left behind when the sun starts shinning on the hot sector to be in.

[loganair] 28/1/2022 12:31

Cruise ships use an awful lot of fuel and this price of fuel just keeps on rising.

[brut winky] 28/1/2022 12:26

Like to be optimistic, but worse case they will be trading positively by Q3, all the bad news looks in the price. Covid can't be dragged out much further and it looks like all restrictions on cruises will be over completely by August.

[jan-mar] 28/1/2022 11:39

Good decision, my view is you will get a good return on the share price a lot quicker than 2 years. Plenty of % upside from here, maybe short term turbulence that will suit the traders, but investors will be ok

[pierre oreilly] 28/1/2022 11:29

I just bought some more - taking a 2 year view.

Hit today due to fred olsen ship workers getting covid.

btw, anyone who holds 100 shares gets extra spending money on p&o and cunard (and others in ccl).