Sep. 19 at 10:36 AM
$NCLH Dear executives, stop increasing the fleet and create free cash flow. Shrink as ROIC become normal. Nclh is now investing at
Extremely high rate while your roic 4.38% which is lower than the funding rate us government uses. Cancel if it's cost is lower than if you can earn by higher income since ticket price hike. Company is now faced with 20% of total shares shorted and 6% yeild shrink while we are facing 4% inflation. It's because you are now burning cashes and equitys by investing at low yeild properties. Just shrink the supply and normalize the price. Why you are investing more than carnival and have more burden of investing than royal carribean. Burning shareholder's and bondholder's capital is not the proper strategy.
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