Carnival Share Discussion Threads

[indiestu] 31/7/2024 19:45

It's all in the public domain Jan. No Uk shorts means that price support will be challenged but the rebound should be violent when it comes. Yes Smurfy I agree it should be a banger but this pullback has got legs. People still scarred from the pandemic. A good time to build a decent position. Price action not looking great in the US.

[smurfy2001] 31/7/2024 19:23

The swings probably scare retail traders out of their stock.

I'm holding on tight as next quarter is going to be a banger.

[jan-mar] 31/7/2024 17:07

And how do you know about the UK short positions. The price is doing the same as it has done for over 2 years. Driven up at the end of each quarter and then down again.

[indiestu] 31/7/2024 15:41

All significant shorts have been closed in the UK. There is still 10% short in the US. I'm not sure the drop is due to traders. The entire travel and leisure sector is down. The narrative is that the consumer is feeling the squeeze. Anyhow. Buying opportunity here.

[jan-mar] 26/7/2024 15:36

They are called traders

[tradejunkie2] 26/7/2024 13:51

WTF !

Shorting scumbags !

[smurfy2001] 25/7/2024 15:11

It's going to do a RCL at some point but l agree it's a traders chip right now.

Need to breakout of 1380 to move to the next phase of recovery,

[jan-mar] 25/7/2024 15:02

It is the same price as it was in early 2022, it's been a traders share and still is

[smurfy2001] 25/7/2024 14:55

I think CCL will finally make some inroads next quarter. It's gone nowhere this year.

[jan-mar] 25/7/2024 14:42

If you time it right and catch the bottom before the move up for 3rd quarter results you'll make some money

[jan-mar] 25/7/2024 14:40

Thus will knock a few long traders out

[pierre oreilly] 25/7/2024 14:36

tiobs, It's incredible the price rises recently. Even the cheapo msc have gone as expensive as the rest - used to be able to rely on those for a 60 quid per day balcony, not any more.

I really thought if labour got in cruises would be toast - seems the opposite is happening. Everyone's spending cash while they've got some!

[pierre oreilly] 25/7/2024 14:31

All change for shareholder obc, just as someone else said last week. Just applied for my obc, and you need to download Stockperks app, register, and apply throught that. It's on line to many brokers (so it says), so they get proof of holding. Except my broker idealing isn't recognised. So the altenative is to download proof somehow - photos of statements etc, including your name. Idealing doesn't have a page with both name and holding on, so I've sunbmitted a couple of photos which I hope is proof enough. Should find out within 2 weeks.

[tlobs2] 25/7/2024 14:25

Pierre, you are right, cruise prices have been all over the place for the past three months.

We've re-visited a couple of itineraries recently that we fancy for September. They appear to have gone up by about £300-£500 person, that's P&O and Marella!

[pierre oreilly] 25/7/2024 14:24

Same for me, not sure what's happening but a 1k topup at 12.27

[tlobs2] 25/7/2024 14:17

Go on then I'll have another go at 1225p;-)

[smurfy2001] 25/7/2024 14:10

"We are just getting started" Royal Caribbean reports $4.1 billion in revenue in second quarter



Royal Caribbean dividend return marks major post-pandemic milestone



Royal Caribbean Reports 2024 Q2 Earnings: Dividend is Back



Royal Caribbean Group lifts annual profit forecast as cruise demand thrives

[tradejunkie2] 25/7/2024 14:02

WTF !

Shorting scumbags !

[smurfy2001] 25/7/2024 13:34

Lower trend line hit.

[smurfy2001] 25/7/2024 13:04

$RCL Royal Caribbean Cruises Ltd. Earnings Release
🌟 EPS Beat: Reported earnings of $3.21 per share, surpassing the consensus estimate of $2.77.
📈 Revenue Growth: Achieved $4.11 billion in revenue, a 16.7% year-over-year increase, exceeding the $4.00 billion consensus.
📊 Net Income: Recorded net income of $854 million ($3.11 per share); adjusted net income was $882 million ($3.21 per share).
💰 Guidance Raised: Increased full-year 2024 adjusted EPS guidance to $11.35-$11.45 from the previous $10.70-$10.90.
🚢 Strong Demand: Load factors reached 108%, with higher pricing and onboard revenue driving improved yields.
💵 Dividend Reinstated: Announced a quarterly dividend of $0.40 per share, payable on October 11, 2024.

[smurfy2001] 25/7/2024 13:02

ROYAL CARIBBEAN GROUP REPORTS SECOND QUARTER RESULTS, INCREASES FULL YEAR GUIDANCE, AND REINSTATES DIVIDEND

Strong demand and favorable timing of expenses drive second quarter above expectations

Trifecta goals achieved 18 months early

Adjusted EPS in 2024 is now expected to be $11.35 - $11.45

Declared a quarterly dividend of $0.40 per share

MIAMI, July 25, 2024 /PRNewswire/ -- Royal Caribbean Group (NYSE: RCL) today reported second quarter Earnings per Share ("EPS") of $3.11 and Adjusted EPS of $3.21. These results were better than the company's guidance due to stronger pricing on close-in demand and continued strength in onboard revenue, as well as favorable timing of expenses of approximately $0.15. As a result of continued strong demand for its vacation experiences, the company is increasing its full year 2024 Adjusted EPS guidance to $11.35 - $11.45, or 68% year over year growth. In addition, the company's board of directors declared a quarterly dividend of $0.40 per share payable on October 11, 2024 to shareholders of record at the close of business on September 20, 2024.

CEO: "Our momentum continues! We met our financial targets 18 months earlier than expected, have our balance sheet in a strong position, reinstated our dividend & ... we are just getting started"

[pierre oreilly] 25/7/2024 09:52

Having been watching cruise prices closely this last 3 weeks, I can confirm they have just taken a step up. We just booked 14nights on brittania for 1350 quid, was 1049two weeks ago. I wouldn't have booked it but the Mrs really wanted to go, and I like the fact it goes through the keil canal. All prices are up lots, and not much availability. Our QA cruise is now a grand more than we paid a few months ago.

CCL are raking it in. If their ships are at anything greater than 90% capacity at a 50% price increase then we can look forward to mega profits, and hopefully a return to divis, pretty soon.

CCL are ordering several new ships for their various brands generally bigger and 'greener'. They need to get some orders in for hybrid ships, so they can go all electric in places like the fjords where those regs are coming in.

[smurfy2001] 24/7/2024 18:02

J.P. Morgan analyst Matthew Boss maintains $Carnival (CCL.US)$ with a buy rating, and adjusts the target price from $23 to $25.

[tlobs2] 23/7/2024 15:05

CCL is a great share to trade with some to hold (for the perks) :-)