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Gail & Marty sailing away

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Posts posted by Gail & Marty sailing away

  1. 35 minutes ago, ldtr1 said:

    This is too funny. For years you have been posting about CCL and HAL being doomed to fail. When data comes out showing that they are doing well you keep grasping for another straw.  Lets see what are some of your preevious theories  CCL.was goingbto fail because of its debt, CCL was going to sell HAL because of its debt, HAL occupancy was down bevause they were doing 1 dollar down sales, because they had low fares on some competitive routes, etc

     

    You have repeated the same things over and over. Yet they do not come to pass.

     

    CCL had 1.7billion in profit during thelast quarter. Debt is now down to 26 billion and dropping on a nice rate, HAL financial metric appear to be doing quite well according to both the recent (as yet unverified announcment,) as well  looking at publicly available sources such as Cruise Market Watch.

     

    No HAL is not Cunard lite. Cunard has its smaller niche of a more formal style with its own set of loyal cruisers and HAL has its own niche of the smallest average ship size of the 3 mainstream NA adult focused lines, callimg on the most different ports (around 550 compared to Princess 450 and Celenrities 350). They will continue to fill that niche with some incremental chamges as the market demands, the same as their competition.

     

    When debt get a bit lower then ship orders will come for HAL and the other CCL lines  in the meantime existing ships will be kept a few years longer.

     

     

    Very well said, Holland ships are full.

    Guest are happy, and so are we.

    • Like 6
  2. 30 minutes ago, ldtr1 said:

    Who knows what an individual might say. Coild be just making something up.

     

    Only if they reported coming in number 2 in a comparison between lines, the data would have to be a corporate data and metric. No other way for them, especially on board ship, to have that view into other lines metrics unless it came from corporate.

     

    So that gives 2 possible scenerios  1. a totally made up result

    2. Corporate feedback after their emphasis on comparison in the analyst meeting last quarter.

     

    No benefit to 1, substantial benefit to 2 if corporate provided said feedback after processing this quarters numbers.

     

     

    You guessed correct # 2 

    • Haha 1
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