RJ2002 Posted October 14, 2020 #401 Share Posted October 14, 2020 21 hours ago, Pcardad said: It has been GREAT for cruise stocks lately - they are cycling up and down and provide a lot of potential to make money as any movement, up OR down is profit potential Today is a down day. Keep in mind most of this volume is day traders, not long term investors. Great for the short term traders, perhaps. I'm not one of them. I'm more concerned about the long term health of the cruise lines themselves. 1 Link to comment Share on other sites More sharing options...
Pcardad Posted October 14, 2020 #402 Share Posted October 14, 2020 3 minutes ago, RJ2002 said: Great for the short term traders, perhaps. I'm not one of them. I'm more concerned about the long term health of the cruise lines themselves. Yep...that's what I said. While I CARE about the long-term health of the cruise lines, I am not concerned....not yet anyway. 1 Link to comment Share on other sites More sharing options...
SusieQft Posted October 15, 2020 #403 Share Posted October 15, 2020 16 hours ago, Pcardad said: While I CARE about the long-term health of the cruise lines, I am not concerned....not yet anyway. I sincerely hope that you are right not to worry, but that reminds me of the CDC saying in February that the novel coronavirus did not pose a significant threat in the US at that time, or something to that effect. Link to comment Share on other sites More sharing options...
Pcardad Posted October 15, 2020 #404 Share Posted October 15, 2020 I appreciate the comparison between myself and the CDC but I am just a guy posting in an relatively obscure channel on an internet forum read by about 50 people and when the CDC speaks, 100's of millions listen. I remember what they said as I was in Bali at the time awaiting a Regent ship. Our understanding of this virus has certainly changed over time. The sooner they get a handle on this, the sooner the people can get back to work and sorry, but that is far more important than some FCC's. Some of these people are having trouble feeding their families. 2 Link to comment Share on other sites More sharing options...
tripperva Posted October 15, 2020 #405 Share Posted October 15, 2020 Too bad that final payments are due 120 days ahead. Payments are coming due now for late February and March 2021, and we really don't know Regent's financial position coming up. Link to comment Share on other sites More sharing options...
Pcardad Posted October 15, 2020 #406 Share Posted October 15, 2020 NCLH told the SEC that they were solvent until AT LEAST late Fall of 2021....and that was before the recent increase in bookings. JPMorgan just raised their target stock price. Information is out there if you look. Link to comment Share on other sites More sharing options...
RJ2002 Posted October 15, 2020 #407 Share Posted October 15, 2020 1 hour ago, Pcardad said: I appreciate the comparison between myself and the CDC but I am just a guy posting in an relatively obscure channel on an internet forum read by about 50 people And, because of your TA-related association with Regent, just a "little" closer to the information than the rest of us. I, for one, appreciate your comments, cryptic as they may be at times. I understand, though, you can't be too specific. Carry on. Link to comment Share on other sites More sharing options...
Pcardad Posted October 15, 2020 #408 Share Posted October 15, 2020 (edited) 15 minutes ago, RJ2002 said: And, because of your TA-related association with Regent, just a "little" closer to the information than the rest of us. I, for one, appreciate your comments, cryptic as they may be at times. I understand, though, you can't be too specific. Carry on. To clarify - I am not a standard TA. I provide services that most people don't use nor would they want. Booking travel was an afterthought that allows me to have more control over the process and better serve my client's needs. I do not get info via TA channels that your TA's don't get. Actually, I probably get less because I focus on my clients and not on being a TA. Having said that, I am happy to help others within the constraints you are aware of. Edited to add that I am not privy to all or most of the "answers", nor would I break a confidence if I was, but like Mr. Levin and others, I enjoy a good jigsaw puzzle and that's all this really is. Edited October 15, 2020 by Pcardad 6 Link to comment Share on other sites More sharing options...
greykitty Posted October 21, 2020 Author #409 Share Posted October 21, 2020 NCLH earnings report expected November 5. Link to comment Share on other sites More sharing options...
mrlevin Posted October 26, 2020 #410 Share Posted October 26, 2020 Form 8-K filing this morning: Item 7.01 Regulation FD Disclosure. On October 26, 2020, Regent Seven Seas Cruises (“RSSC”) announced that the launch of its 2022-2023 Voyage Collection on October 21, 2020 set a new record for the greatest number of bookings in a single day in RSSC’s history. Due to potential cancellations of cruise voyages and updated cancellation policies, bookings may not be representative of actual cruise revenues. The information furnished with this report is being furnished and shall not be deemed “filed” for purposes of Section 18 of the Securities Exchange Act of 1934, as amended (the “Exchange Act”), or otherwise subject to the liabilities of that section, nor shall it be deemed incorporated by reference into any other filing under the Securities Act of 1933, as amended, or the Exchange Act, except as expressly set forth by specific reference in such a filing It would be interesting to know how many of the bookings are for 2023 wherein you are not allowed to use FCCs. Link to comment Share on other sites More sharing options...
tripperva Posted October 26, 2020 #411 Share Posted October 26, 2020 Will Regent cancel the Christmas cruises this week ? Final payments were due last week. Link to comment Share on other sites More sharing options...
Bellaggio Cruisers Posted October 27, 2020 #412 Share Posted October 27, 2020 We canceled our December cruise on Splendor when final payment was due. Link to comment Share on other sites More sharing options...
xrvlcruiser Posted October 27, 2020 #413 Share Posted October 27, 2020 (edited) Sheila and Herb, I hope we get to sail together after the first of the year . . . . Peggy Edited October 27, 2020 by xrvlcruiser Link to comment Share on other sites More sharing options...
Bellaggio Cruisers Posted October 27, 2020 #414 Share Posted October 27, 2020 1 hour ago, xrvlcruiser said: Sheila and Herb, I hope we get to sail together after the first of the year . . . . Peggy We are planning to sail as soon as start up begins. I believe we will know more in the next few weeks. Look forward to seeing you again. sheila 1 Link to comment Share on other sites More sharing options...
greykitty Posted October 29, 2020 Author #415 Share Posted October 29, 2020 Any group can employ lobbyists, fair enough. https://www.msn.com/en-us/news/politics/cruise-lines-lobby-trumps-white-house-to-end-no-sail-order/ar-BB1av6gx Link to comment Share on other sites More sharing options...
Bellaggio Cruisers Posted October 29, 2020 #416 Share Posted October 29, 2020 2 hours ago, greykitty said: Any group can employ lobbyists, fair enough. https://www.msn.com/en-us/news/politics/cruise-lines-lobby-trumps-white-house-to-end-no-sail-order/ar-BB1av6gx Interesting article. Thanks for sharing. sheila Link to comment Share on other sites More sharing options...
greykitty Posted October 29, 2020 Author #417 Share Posted October 29, 2020 RCL earnings call transcript - perhaps of interest for the heathy sale panel and since RCL and NCL seem to have been partnering quite a bit https://seekingalpha.com/article/4382720-royal-caribbean-cruises-ltd-rcl-ceo-richard-fain-on-q3-2020-results-earnings-call-transcript?part=single Link to comment Share on other sites More sharing options...
howiefrommd Posted October 31, 2020 #418 Share Posted October 31, 2020 Thought this was interesting. https://www.law360.com/transportation/articles/1324566/investors-say-norwegian-cruise-liable-for-virus-sales-fraud Link to comment Share on other sites More sharing options...
Pcardad Posted October 31, 2020 #419 Share Posted October 31, 2020 Looks like a money grab. Link to comment Share on other sites More sharing options...
fizzy Posted October 31, 2020 #420 Share Posted October 31, 2020 1 hour ago, howiefrommd said: Thought this was interesting. https://www.law360.com/transportation/articles/1324566/investors-say-norwegian-cruise-liable-for-virus-sales-fraud Thank you for linking this article. Link to comment Share on other sites More sharing options...
Ladys Mom Posted October 31, 2020 #421 Share Posted October 31, 2020 This is no different than what several law firms have been doing for months against RCL because they dropped from 120+ to 30+ after the RCL executives said that virus would not affect the bottom line. Link to comment Share on other sites More sharing options...
mrlevin Posted November 2, 2020 #422 Share Posted November 2, 2020 NCLH still hasn't announced when third quarter earnings will be released. Link to comment Share on other sites More sharing options...
Pcardad Posted November 2, 2020 #423 Share Posted November 2, 2020 I thought 11/5..... Link to comment Share on other sites More sharing options...
mrlevin Posted November 2, 2020 #424 Share Posted November 2, 2020 1 hour ago, Pcardad said: I thought 11/5..... Unconfirmed; and no notice on nclhltdinvestor.com. Link to comment Share on other sites More sharing options...
mrlevin Posted November 3, 2020 #425 Share Posted November 3, 2020 Still no announcement regarding release of third quarter financials. Pure conjecture on my part; I believe that the delay is due to "ongoing concern" language being reinstated with NCLH blaming the onerous requirements levied by the CDC conditional order. Just my thoughts, Marc Link to comment Share on other sites More sharing options...
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