Global Ports Share Discussion Threads

[dartboard1] 06/4/2021 17:37

So.. refinancing scheme has been withdrawn. On the same day shares up 10% and bonds at a steady price (and steady since February). Without knowing what's going on behind the scenes I would say the board figure they can refinance at a cheaper price now that sentiment has improved and cruising (in the Caribbean at least) is about to kick off. Let's see where it opens tomorrow,

[livewireplus] 03/4/2021 01:23

Mayor of Miami-Dade County Daniella Levine Cava said on Thursday that regulations and guidance from the U.S. Centers for Disease Control and Prevention (CDC) to restart the cruise industry in the U.S. are close to becoming official.hTTps://www.cruiseindustrynews.com/cruise-news/24696-cdc-to-shortly-issue-new-guidelines-to-restart-cruising.html?s=03

[dartboard1] 26/3/2021 07:30

I think cruising in the med this year will be a bit sedate and low volume, but I reckon the Americans will be straight back into it in the Carib full blast as soon as they can ...Bit of news on our Caribbean ports, remember Nassau expansion is on going so 2022 will see more volume than this year ...https://www.cruiseindustrynews.com/cruise-news/24616-global-ports-plays-key-role-in-caribbean-restart.html

[livewireplus] 26/3/2021 02:31

Celebrity Cruises announced its return to cruising in Europe today as the Celebrity Apex will make its debut in Greece this summer beginning June 19, sailing roundtrip week-long cruises from Athens.The new ship will call in Rhodes and Santorini, Greece; Limassol, Cyprus; and Haifa and Jerusalem, Israel. The sailings will open for booking on March 30.hTTps://www.cruiseindustrynews.com/cruise-news/24639-celebrity-apex-to-sail-in-eastern-mediterranean-starting-june-19.html?s=03 

[livewireplus] 20/3/2021 16:43

Major Cruise Lines Will Resume Summer Trips in Caribbean, Asia and UKhTTps://maritime-executive.com/article/major-cruise-lines-will-resume-summer-trips-in-caribbean-asia-and-uk

[livewireplus] 17/3/2021 18:06

Not a bad day as it finished #14 in the advfn Top Lists today. Let us see what tomorrow brings .....

[mjb252] 17/3/2021 14:02

Leaky leaky - thanks as always dartboard

[livewireplus] 17/3/2021 11:18

Indeed, this is steaming ahead nicely now. Look forward to the next RNS from the company. And a general cruise news item:P&O to restart UK cruises this summer - but only for vaccinated passengershttps://www.theguardian.com/business/2021/mar/17/po-to-restart-uk-cruises-this-summer-but-only-for-vaccinated-passengers

[dartboard1] 17/3/2021 10:03

Details on counter proposal should be known by Friday... but judging by the share price looks like someone's known for a few days ... big volume on Monday

[mjb252] 12/3/2021 10:31

Understand and thanks again

[dartboard1] 12/3/2021 10:29

I don't think they'll wait until November, will want to get it done before then, but have the time to negotiate if the first counteroffer is no good. Should be announced shortly.Also, the further it gets into re-opening the better the news will get on bookings which should give them a stronger position.

[mjb252] 12/3/2021 10:11

Thanks for this Dartboard-really useful inflection pointer - I had no idea and was just punting as a good recovery play (a genuine helpful post without a ramp/deramp in sight so really appreciated) do you think they are likely to take it to the Nov wire then?

[dartboard1] 12/3/2021 09:18

It's all about refinancing ... this will jump 30p if the refinance goes through with no significant dilution .. mgmt might reject the first counter offer as they've got until November and by then there should be a lot more cruise activity and pre-bookings to give the bond holders confidence.Guessing 2021 cruising will be subdued ... and 2022 will be epic

[mjb252] 12/3/2021 08:50

V.Quiet on here - although the market seems to like the update even though it was largely non comital about 2021 prospects

[livewireplus] 28/2/2021 10:02

Indeed..... here's a few more :-)Cruise lines are seeing record demand for 2023 world cruises, with sailings quickly selling out and even breaking booking records. Itinerary planners have gotten even more creative, finding new routes, new ports and adding more overnight calls.Here are five unique 2023 world cruises available to book:hTTps://www.cruiseindustrynews.com/cruise-news/24430-2023-world-cruises-get-more-creative.html?s=03

[magicmayhem] 26/2/2021 11:40

My inbox is full of cruise offers these past few days

[livewireplus] 25/2/2021 16:43

Well back in to triple figures (for offer at least).... Am content to await the next RNS to see the way forward ...

[livewireplus] 25/2/2021 05:57

Royal Caribbean Sailings from Barbados Selling Fasthttps://www.cruiseindustrynews.com/cruise-news/24432-royal-caribbean-sailings-from-barbados-selling-fast.html?s=03 

[eaaxs06] 10/2/2021 10:12

? You'll have to talk me through that one, Sbb1x.

52 weeks takes us back to February 2020, not December 2020.

[sbb1x] 10/2/2021 08:37

New 52 week low 79p

[mpg] 09/2/2021 12:45

Bailed out, too risky, unclear how the bond situation will be resolved. Will be watching from the sidelines.

[livewireplus] 09/2/2021 11:38

But on the positive side if the present situation can be weathered:Oceania Cruises' 2023 world cruise sold out in one day, according to a statement from Norwegian Cruise Line Holdings (NCLH), which owns the Oceania Cruises brand along with Norwegian Cruise Line and Regent Seven Seas Cruises.https://www.cruiseindustrynews.com/cruise-news/24340-cruise-demand-surges-as-oceania-world-cruise-sells-out-in-a-day.html?s=0

[toffeeman] 08/2/2021 16:59

Something up? Mandleson selling :)

[sbb1x] 08/2/2021 16:46

Don't look good here.