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Discussion in 'The Mainboard' started by Joe Louis, Jul 12, 2010.
Wonder how many of the 777s are outfitted with those.
70ish? 20 something in storage and not in service if i remember reading right.
"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."
$JE issues a going concern notice. Sounds like they lost $250,000,000. They’re a $275m market cap
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?
No but the CEO was called to testify in front of the Texas legislature so their hands were tied
You brilliant son of a bitch.
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.
You gunna bail on the NRG puts or on the VST calls? Or both?
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 shorted NRG last Friday at $38.66. Sitting on $7,750 of profit today. Think I should bail?
i sold my puts that expire this friday; keeping the ones that expire next
feel free to send me a nice bottle of wine!
I'll blow you if I ever meet you in person.
Feel free to provide me with stock tips moving forward
i closed my entire $NRG position. +68%.
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.
Just shorted NCLH today at $29.39
the vaccine is about as good of news as they could possibly get?
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
And any outbreak is gonna be terrible PR for the industry.
I don't think so. I think everyone in the target market is itching to get back on ships.
Oh definitely. But remember MAGAs are only like 22% of the country
but like 80% of the people who hit up cruises
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.
english plz ty
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.
I don't think I'm exaggerating when I say that going long $VST might be the trade of a lifetime.
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
Must not be around many Carnival Ships.
I'll take your word for it. I've never been on, nor had any desire to go on one
Holland and Princess are their Alaska cruise lines. They are definitely generally cheaper than the Norwegian and Royal ones.
I’d 100% agree that MAGAs are more likely to want to do a Caribbean cruise than an Alaska cruise.
This is correct. Calling for the end of cruise line is stupid. They’ll recover quicker than the airlines.
I'm in, let's ride.
I am also in on the VST train
independently or because of me?
What's your call position if you don't mind sharing?
like what did i buy? a ton of the 3/19 24s at ~65 cents each