Am i the only one who sees Cruisers like NCL, CCL, RCL a good opportunity to get 2x 3x their investment in the next 2 or 3 years?
CCL has just announced 2 more ships to their fleet and are planning to operate at 110% capacity this summer, NCL has just dropped their COVID restrictions and RCL is still the king of the seas, recently partnering with Space X to use their starlink services. I think people are really sleeping on these because now that fuel prices are dropping and they are back at full capacity nothing tells me they will crash after the survival of COVID. Even counting their debt, companies like CCL hold 8b in cash alone and are able to generate 10's of billions of revenue in a single year so it won't be a problem paying short term debt and renegotiating their long term debt.
What are you guys thoughts on this?
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