Global Ports Share Discussion Threads

[robsy2] 27/9/2021 14:50

Interesting post, thanks for sharing. While, personally speaking I don't really get the appeal of cruise ships it was popular and it looks like it will be again.

[livewireplus] 26/9/2021 08:13

'We feel we're not going to get really sick': why the pandemic hasn't dissuaded ocean cruisershttps://www.theguardian.com/travel/2021/sep/26/we-feel-were-not-going-to-get-really-sick-why-the-pandemic-hasnt-dissuaded-ocean-cruisers

[robsy2] 03/9/2021 08:58

maybe not. if you look at the chart you can see that it could go a lot higher yet if things get anywhere back to normal.

[livewireplus] 03/9/2021 08:26

Post seems to have not fully displayed - so here is another attempt-Doesn't look like I'll get my sub-100p does it ? (Rhetorical Question). Indeed looks like recovery is starting to be anticipated ....

[livewireplus] 03/9/2021 08:22

Doesn't look like I'll get my

[robsy2] 01/9/2021 08:20

Clear Signs of recovery here. Quarterly reporting should provide momentum as the recovery continues. I bought this a few months ago at 120p as a recovery stock without much info really. There is a humungous amount of debt and i don’t really have much of a handle on the financials but it seems to have survived the shock, rescheduled the debt and is making progress so i’ll stick around.

[livewireplus] 24/8/2021 09:02

Indeed ... you're not alone ... will remain a holder and may top-up if it drops below 100 ....

[casholaa] 24/8/2021 08:45

I thought I was alone. I don't think it's that bad, covid is just something that we'll have to live with.

[robsy2] 24/8/2021 08:39

My God. This has been awful. I’ll stay invested but it looks like a long haul.

[livewireplus] 07/8/2021 14:06

'Lovely to be back onboard': Princess cruise ships return to seahtTps://www.theguardian.com/business/2021/aug/07/lovely-to-be-back-onboard-princess-cruise-ships-return-to-sea?

[robsy2] 29/7/2021 10:44

The tide is turning. This must be good for us.

[livewireplus] 28/7/2021 22:05

Thanks :-) .... and an updated report appeared this evening .....International cruises from England to restart - htTps://www.bbc.co.uk/news/business-58006163

[robsy2] 28/7/2021 20:15

Good work livewire.

[livewireplus] 28/7/2021 16:01

As well as reopening to the EU and the US, international cruises will also be allowed to restart from England.htTps://www.bbc.co.uk/news/uk-57999362 À

[livewireplus] 29/5/2021 17:04

Spain to welcome back international cruises from June 7hTTps://reut.rs/3wNqBnX

[robsy2] 17/5/2021 09:51

Hold for me. The rns mentioned warrants .....

[dartboard1] 17/5/2021 07:40

And... looks like a deal is done. Not much details, but looks like 100% of remaining bonds will be refinanced.A year ago this was priced for bankruptcy... now do we sell out on the news, or hold for the Caribbean growth coming in the next 1-2 years...

[dartboard1] 16/5/2021 15:44

Fact check: false

[ken chung] 13/5/2021 12:09

Cases of vaccine resistant Indian Covid variant now doubling every week. Go on a cruise, catch Covid, spread Covid. No thank you! Lemmings and mushrooms only.

[robsy2] 26/4/2021 12:29

Thanks for that. The bond price operates as the canary in the cage . I haven't really studied this one very much. Just thought it might fly if /when cruising starts. I suppose the shareholders could get a further shafting at the hands of the bondholders as part of their manouvres to get something out of the situation?
I just see things improvibg and their port assets being valuable.

[dartboard1] 26/4/2021 11:16

GPH bonds now trading at 88. Considering the auction price came in at 899/1000 market thinks the remaining $200m of debt will be refinanced at similar or better prices. Enterprise value of the equity looks pretty good here, compared to other leisure names they haven't had significant dilution, have very flex operating costs and should power back when passengers get on the board

[dartboard1] 07/4/2021 13:07

Yes an interest couple of days here. Yesterday's announcement noted they had received support from note holders who had voted on the scheme. So guessing these ones add up to approx the 75m on the new offer. So pay the cash, cancel those ones and then deal with the remaining notes between now and November.

[robsy2] 07/4/2021 11:53

I bought in yesterday on the back of the refinancing scheme being approved so was a bit concerned when it was withdrawn.
I feel like I have dodged a bullet!
Should be plenty of upside here if things go anywhere near back to normal.

[livewireplus] 07/4/2021 05:36

Carnival brand Seabourn to restart cruises outside the U.S.hTTps://www.travelweekly.com/Cruise-Travel/Carnival-Corp-Seabourn-Athens-cruise-restart

[livewireplus] 06/4/2021 18:03

Indeed ... will be 'interesting' to see where it does open tomorrow morning .... Carry on Cruising....