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tidecat

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Everything posted by tidecat

  1. The reason it happens in Australia is more of a legal reason - Carnival doesn't have a choice. It's possible the US might tie cruise lines' hands on advertised prices, but until it becomes mandated by law, no cruise line is going to do something to raise the advertised price voluntarily. This would be especially bad for Carnival if they did it and Royal did not.
  2. Generally speaking, the ship has to be in international waters
  3. Splendor is very similar to the Sunshine (formerly Destiny) class and Conquest class. Sunshine is a little different because instead of an aft pool it has a larger water park, and a unique Serenity area (which was not copied on Radiance and Sunrise). Splendor is a little larger than the Conquest and Sunrise class ships, that will mainly be reflected in Splendor's spa area, which is still one of the best in the Carnival fleet.
  4. I wonder if it's a decal or plate over the hull, or actually painted on. I guess Carnival plans on homeporting Jubilee at Galveston for a while.
  5. It sounds like that should work: https://help.carnival.com/app/answers/detail/a_id/2544/~/minor-guest-policy
  6. Don't forget to check in online either 14 or 16 days before the cruise (Diamond and Platinum check in earlier). You will need to select a check-in time to arrive at the port. Depending on when the ship is cleared to begin boarding, it is possible you may check in and then board immediately thereafter.
  7. That video was recorded on P&O's Iona. The bedbug story he reported on allegedly ook place on Carnival Horizon. A Google search for Carnival Horizon bedbugs yields The Ship Life's video, a page on Carnival.com outling their response plan, this thread, and some Tik Tok videos on it. This isn't a big deal outside the cruising community.
  8. It's on ships which have been to drydock since June 30, 2022 when use in moving vehicles was approved. Paradise goes later this year and presumably will get it then. Radiance doesn't need to go back yet; she was actually Victory last time she went to drydock.
  9. It varies with the ship, but for newer ships (Vista, Venice, Excel classes) you will want to get there 15-30 minutes early as the theater tends to get full. For older ships this may not be necessary. For comedy shows on any ship, plan on being about 30 minutes early.
  10. The bigger problem is the impact with the water from what will be anywhere from 20 to 170 feet above - and presumably while not using good diving form.
  11. Is this an article from late 2021 or early 2022? There is no need to cut fares right now. Ships are full, and demand is stronger than it has ever been. The credits also didn't drive revenue; they actually were a reduction in revenue. The only real question is whether growth in revenue can outpace growth in costs (inflation). But fortunately inflation seems to be cooling - most of the damage was done between mid-2020 and mid-2022 (it will literally take decades of inflation being around 1% to make up for the roughly 20% of inflation between 2020 and 2022 just to get back to a 2% average).
  12. Royal was able to be profitable sooner (not just positive cash flow, but profit per GAAP). Royal also did not dilute shareholders to the extent that Carnival did, although that gap could potentially narrow as both companies issued convertible notes. Beating previously projected earnings and/or guidance about future earnings sometimes can have a bigger effect on the stock price than the actual financial performance of the company. Carnival hasn't always been able to beat their own guidance (and then when they did, the market honed in on the guidance for a future quarter being lowered). Carnival had a fairly steep descent pre-Covid as well, going from around $70/share to down in the 50s. There were definitely some cracks in the foundation that the shutdown forced the company to address.
  13. If the10:00 AM Wednesday arrival time for San Juan is accurate, Carnival could even delay the departure from Amber Cove by 3 to 3.5 hours and still make it to San Juan on time by maintaining a similar speed.
  14. They didn't pay down $1 Million; it was $1.8 Billion. Most of that was variable rate debt as well, which reduces their exposure to the possibility of rising interest rates.
  15. Depreciation represents the decline in value of assets (ships, equipment, etc.) that were already purchased. That cash was out the door as long as 39 years ago, but Carnival recognizes an expense for it today. For a capital-intensive business like a cruise line, this can be substantial. EBITDA adds back depreciation (and amortization, which is similar to depreciation, just for non-physical assets) in an attempt to approximate operating cash flow. Interest and taxes are still real cash outflows, but generally having positive EBITDA means a company is making money from its operations - especially for a business like a cruise line that has little to no accounts receivable (money owed to them for prior sales). I'm not sure what Carnival's depreciation method is, but it may also be front-loaded, in which case Mardi Gras, Celebration, Panorama, AIDAnova, AIDAcosma, Discovery Princess, Sky Princess, Costa Toscana, and Costa Smeralda should account for the majority of depreciation expense.
  16. From what I heard on the PortMiami webcam, Seascape should be leaving around 12:30 AM.
  17. Norwegian Escape is underway. MSC Seascape and Carnival Celebration are still along side.
  18. You should be OK if your original flight lands at 11 AM, but your backup plan is very risky. The latest you can board is 60 minutes before the cruise actually departs. Since Carnival doesn't sail from Fort Lauderdale, but Miami, you'll have to deal with South Florida traffic, which means you are getting dangerously close to the 3 PM cutoff. This even assumes you can get a seat on the later flight. Depending on what terminal your flight arrives at, it may even take some time to get out of the Fort Lauderdale airport.
  19. It's just after 8:30 PM and boarding is about to start.
  20. I see lots of people watching from their balconies, which means housekeeping is going to have to service nearly all of the 2,687 rooms. It may be 9:00 or 9:30 before all of the rooms are ready. I'm also curious how Carnival will handle e-muster given that stations B8, C8, E6, E7, and F7 are in or near restaurants.
  21. Technically multiple ships disembarking simultaneously happens every turnaround day, it's just everyone is 8-9 hours late arriving. Ground and air transportation will have a hard time absorbing the effects of the delays. Commercial vehicle drivers can only legally drive so many hours in a day, so even those bringing in provisions or taking waste from the ship may have a bit of a juggling act to perform. There's also only so many airplanes, and pilots are also limited to how many hours they can work.
  22. Pilot boarding Norwegian Escape at 2:50 PM, MSC Seascape at 3:00 PM, and Celebration after that.
  23. Celebration is scheduled to call at Amber Cove Tuesday at 7:00 AM. I wouldn't be surprised if that call gets canceled entirely. Even with the original itinerary Celebration would have to average close to 18 knots just to make it from Amber Cove to San Juan in 15.5 hours (4:30 PM Tuesday to 8:00 AM Wednesday).
  24. Seaboard Blue wound up turning just past Fisher Island and is now south of Dodge Island. It looks like cruise ships still can't get in the main channel.
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