Booking And Pricing StrategyThe company is not relying on discounting to fill cabins, indicating strong demand and effective pricing strategies.
Brand Partnerships And MarketingThe expanded relationship with NatGeo/Disney is expected to benefit the company, potentially returning to pre-pandemic occupancy levels while achieving stronger pricing.
Leadership And Strategic PartnershipsThere are attractive opportunities for organic and inorganic expansion as a new CEO and CFO take control, alongside an expanded relationship with Disney.