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← @krispatel99

$NCLH

BULLISH2026-08-12
Price around the call
↑ 2026-08-12
By horizonMaturing · ~0 trading days to go
1d
✗ -2.6%
5d
✗ -12.4%
21d
…
Original post
Kris Patel 🇺🇸 · 2026-08-12

$NCLH Looks like the construction at Great Stirrup Cay is going well. One of the biggest issues in the past with Norwegian was having to tender to the island vs a quick walk via a dedicated pier. Full opening for the great tides water park is set for September and should meaningfully add to EBITDA margins for 2027. Combined with some cost cuts on shoreside, consolidation of marketing teams and a change to how bookings are done via dynamic pricing vs the current steep drop off that results in heavy last minute discounting. Oil and interest rates are another factor that could boost or moderate EPS growth next year depending on macro conditions.

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