ZIM Integrated Shipping Services Ltd (ZIM)

Check at google scfinew, it is the Shangai Containerized Freight Index, where you can see the SPOT price for container marine shipping from Shangai, the biggest and more important chinese port for containers. This week the near vertical price slope overburned the maximun prices at 31 January 2024. When you call your chinese FOB provider, he tells you from 2 weeks ago NOT FREE available container space until long JUNE, the only solution is paying a premiun to displace other container out of the ship, and a lot of people is paying to get the container for July. This is making price HOTer each week we wait to get marine liner space from Shangai to Europe or USA. Xeneta, freightos and drewry have delayed price signals for Wall Street smart boy giving 5$ target for ZIM stock past month and 50$ next month. Not 5, not 50$ also, but we can see 25$ so fast as next tuesday on results for Q1 and guidance for Q2 with prices burning up in may. Lots of new ships arrivals for ZIM in 2024, a big problem in 2023, but just now ... more ships and more money. with these prices for TEUs where one year ago it was seeming burning the 3000 M$ from 2021 and 2022 so fast, with old and new ships losing money together, now, all them winning. New rented ships coming to ZIM in 2024 are most of them using GNL, not low sulphure fueloil. A day for a fue oil ship can be burning around 55K$ of fuel oil, with GNL low priced, you can burn 10K$, keeping 45K$ on pockect. This is for 100 ships, 4.5M$ advantage by day to other liners in 2025. 365 days ... on over TEU capacity scenario this will be a ace in the hole for ZIM to continue winning money. A typical liner owning its ships need 10 to 15 years to migrate to GNL or metanol but ZIM can do this in some years for a lot of its fleet, as old rented ships using low sulphure fuel oil are giving back to Danaos or original owner renting the ship to ZIM for line container service, so we have an agile actor in the sector that can operate as a the low cost liner in 2025, after rejecting old high price rented ships along the 2021 2022 boom passing to new GNL powered new ships rentered at low prices in the 2023 bear shipping market. Price for renting ships can be see at Harpex, going up also, but in slowly mode. The GNL advantage in the new rented fleet beeing low cost liner will protect ZIM margins in the future keeping a little marine moat. Hamas-Israel War, long Red Sea Huties conflict and one el niño climate year with very low raining at Panama canal have alined to disturb marine traffic adding NauticMiles to world fleet and convert a 2024 terrible year for ZIM in one of the best years while the company is converting the fleet to low cost GNL powered . The calm before the storm ... next weeks. Reply

Last coment deleted, someone must be worried on short position. Check scfinew Shangai Index for container prices, they are over 31 En 2024 prices and going up fast, and this is a fast indicator. Xeneta, freightos and drewry are delayed. GNL new ships for ZIM can have 45K$ lower cost by ship related to an old low sulphure ship, moat for 2025 Zim Liner from that, rented ships are easy to replace, owned ships in other lines are not. Not availabre space in Shangai until June, when you call for FOB Shangai to Europe, you must pay big premiun or wait until long June.

close all shorts are done price would go down until earnings

After earnings it may fly 25+

Short covering

so, so happy I finally sold off ZIM today

no dividen is coming since it is the average of last 3 quarters. net income is expected

shorts close 33% of their position

Dividend will come back, that's why it's going up!

On March 19,BofA reduced target price to $8.70 Today's price 15.80 ?!!

I think shorts are covering today its dangerous position to avoid a mortal short squeeze next months for them: 32 million shared sold short (check marketbeat short positions ), only 94 Millions float (check finviz) . Pacific rates are over 3200$/TEU and stopping thwasgoing down( check Xeneta ). Break even for ZIM ending 2023 was around 1400$/TEU or something so, but going down finishing old contracts from the 2021 boom. For 2025 ZIM will have one of better floats, GNL low cost bunkering and they will reject old float giving back expensive leases from the boom of 2021-2022. ZIM can be a low cost float, fixing prices for shipping profitable (now ZIM can have problems on low prices as that we see at Dec 2023, they rent ships, not owners). Why things can go wrong for smart people resting short the next 2 years? They can pray and trust on over TEU capacity easy idea, that is real, also, but try to wait the short until 2026 or 2027 and keep your hair on head, and money on your account firing. Not spot prices, for rent ships years can be found at Harpex, about 1250$ by TEU now, 800$ at Dec 2023 before huties began the Red Sea party. Know I sleep long on ZIM stock before think what to do. I am interested part on remove money from shorts positions (long from 18 Dec 2023 on ZIM). Q1 and Q2 2024 will be funnny. +50% not enough. 13.5 millions shared moved this friday. Put a high price intraday suddenly, and buy as much as you can to cover the short keeping flat the price. Buy at 10$ , Sell at 20 $, gross mode.

hahajajhajaja Yessss

What happened?

Why is the last dividend date back in April 2023? Has it not paid dividend since?

told everybody a long time ago that the ceo and the board should be bumped they are politicians liers

oh silly ZIM

what about tomorrow? :)))

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sometimes I pleasure myself thinking about how rich ZIM is gonna make me

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it's Sinking today. why? because Israel rejected the cease fire. bears are running scared. I just bought 100 more shares

Time to bay

avoid any kind of business in Israel at this time, too risky

knew I should've bought that dip!!