8-KMaterial AgreementsFinancial EventsOther Events+1

CARNIVAL CORP 8-K Report, Material Agreement (Oct 25, 2022)

Filed October 25, 2022For Securities:CCL

Summary

Carnival Corporation (CCL) announced the closing of a private offering of $2.03 billion aggregate principal amount of 10.375% Senior Priority Notes due 2028. The proceeds are expected to be used primarily to repay amounts drawn on its revolving credit facility, with remaining funds available for general corporate purposes. As collateral, Carnival is contributing 12 unencumbered vessels with a net book value of approximately $8.2 billion to the issuer, Carnival Holdings (Bermuda) Limited. The notes are guaranteed by Carnival Corporation, Carnival plc, and certain subsidiaries, and are unsecured. This financing aims to bolster liquidity and manage existing debt obligations. Investors should note the relatively high interest rate of 10.375%, indicating the market's perception of risk or the company's financial position at the time of issuance. The indenture includes various covenants that restrict the company's ability to incur additional debt, make restricted payments, and dispose of assets, which are standard for such offerings but could limit future financial flexibility. Notably, many of these covenants may be permanently removed if the notes achieve investment-grade ratings from major credit agencies.

Key Highlights

  • 1Carnival Corp. closed a $2.03 billion offering of 10.375% Senior Priority Notes due 2028.
  • 2Proceeds will be used to repay revolving credit facility draws and for general corporate purposes.
  • 312 unencumbered vessels with a net book value of approximately $8.2 billion are contributed as collateral.
  • 4The notes are unsecured but are guaranteed by Carnival Corporation, Carnival plc, and certain subsidiaries.
  • 5The interest rate on the notes is 10.375% per annum, paid semi-annually.
  • 6The Indenture includes covenants that limit the company's ability to incur additional debt and make restricted payments.
  • 7Many covenants may be permanently waived if the notes achieve investment-grade ratings.

Frequently Asked Questions

The net proceeds from the offering are primarily intended to repay amounts drawn under Carnival's revolving credit facility. Any remaining funds are available for general corporate purposes.

While the Senior Priority Notes are technically unsecured, Carnival Corporation and its subsidiaries are contributing 12 unencumbered vessels with an aggregate net book value of approximately $8.2 billion to the issuer, Carnival Holdings (Bermuda) Limited. These vessels will continue to be operated under the company's brands.

The Indenture contains covenants that restrict Carnival Corporation, Carnival plc, and their subsidiaries from taking certain actions. These include limitations on incurring additional indebtedness, making dividend payments or restricted payments, making certain investments, selling assets, creating liens, and merging or disposing of substantially all assets. However, many of these restrictions will cease to apply if the Senior Priority Notes achieve investment-grade ratings from at least two of the major credit rating agencies.

The Senior Priority Notes carry an interest rate of 10.375% per year, payable semi-annually on May 1 and November 1, starting May 1, 2023. The notes mature on May 1, 2028.