https://www.washingtonpost.com/travel/2020/09/16/carnival-cruise-ships-covid-sale/ Note the date...if someone found it before I must've missed it. The thing speaks for itself. I don't know how the author has gotten any info re the CDC "extending the ban"...whether thats some kind of inside info or just another "reporter" waxing eloquent based on nothing. But the decision to reduce the fleet is real enough...I don't see how they can borrow any more $$...and clearly those ships weren't part of any financing deal. Besides "goodwill" and a customer base, the only collateral cruise lines can offer IS their ships. The stock price reflects what the market thinks of their chances to exist as we know them.