"The plane manufacturer said that 69 of the 777 jets that are in service are powered by the engine, while 59 such aircraft are in storage."
Gallant Knight Is it common for companies to reschedule their earning calls? NRG just bumped theirs back to March 1st. Won't that fuck with your options?
My puts that expire at the end of this week are basically flat on a 4% down move on the underlying equity because of the earnings call move
Not sure if I should bail before the close today. Reliant, which is one of the retailers under NRG, will almost certainly be named the provider of last resort for the Houston/Centerpoint area for the retailers that go tits up. Just Energy has pretty much already confirmed they're fucked and I haven't been able to login to my Gexa account for a week and they aren't accepting new customers.
I'm holding my $VST calls for sure. I'm trying to decide what to do with NRG puts. Pretty close to being up 100%
i sold my puts that expire this friday; keeping the ones that expire next feel free to send me a nice bottle of wine!
350 $VST 3/19s at $0.68 each. Bids are due at 3:00PM this afternoon for retailers to be designated a provider of last resort. TXU, which is $VST, will 100% be a POLR for North Texas. Their earnings call is Friday before the bell and I will be stunned if they don't announce they made a significant profit from selling spot energy last week. It could be in the billions.
Cruise stonks have tripled/quadrupled since March with zero cruises and practically zero good news in the industry.
I think everyone assumed a vaccine would be developed and implemented so that would’ve been priced in. They are gonna go another 6 months at least without cruises.
Even when they come back, there is going to be a ton of apprehension by guests to go back on cruises.
i think a lot of the old MAGA types who are the key demographic for crusies would probably go right now tbh
Also non-MAGA folks over 65 who have been in quarantine for 11 months are likely super anxious to get out and see things. Cruise target market isn't restricted to just the MAGA types; it's more like 90% of anyone over the age of 60.
I’d put it at like 60-65% (based solely on anecdotal evidence of being around domestic tourists for my whole life) Way fewer MAGA hats than you’d expect.
wonder if you'll have to show some proof of being vaccinated to go. honestly that would help push a lot of the anti vaxxers to probably get the shot
I think it’s almost a certainty that they’ll require vaccinations for everyone. Guests and workers. And 100% agree with your second point. It being a basic requirement for travel will drive the vaccination rate way higher than it otherwise would.
https://www.bloomberg.com/news/arti...kouts-one-texas-power-giant-sounded-the-alarm they were as well positioned as anyone.
On Monday and Tuesday $VST was doing 25-30% of the grid when they are normally at 18% and by Wednesday 18,000 of their 19,000 megawatt generation was online. What am I missing here? They might have made billions
Those cruise ships leaving out of Cape Canaveral and doing 3-4 days in the Caribbean have to be more than 60% MAGA.
Lol I was just looking at it on TD Ameritrade and had decided to pass...but ya had to post again. I dont normally do options, so do you think shares are worth it too? Price is already basically at its all time high.
i mean it has the potential to have outstanding AR more than it's market cap from one week. if you don't do options then just buy some of the stock if you have some cash.
Nah. 90% of the guests that could have either rebooked a different cruise or taken a voucher ended up rebooking. Cruise clientele are maybe the most loyal customer base that exists it’s nuts
Holland and Princess are their Alaska cruise lines. They are definitely generally cheaper than the Norwegian and Royal ones.
This is correct. Calling for the end of cruise line is stupid. They’ll recover quicker than the airlines.