ZIM Zim Integrated Shipping Services Ltd

$ZIM In 2024 the full year net income was 2.15B while adjusted ebitda was 3.69B. If we take the same percentage of projected 2026 adjusted ebitda (3.00B) as net income, that gives roughly 1.75B. Means approximately $14.56 EPS full year, and 45% of that paid to shareholders means roughly $6.55 of dividends in Q3 + Q4.

$ZIM I can hear the fat lady in the background warming up her vocal cords. That's a pretty good sign that the deal is off and the game is over. Time to move on to the next higher bidder and collect dividends in the meantime.

$ZIM ZIM news: verdict buy. Update on ZIM stock falling because market discounting longer time horizon for same offer of $35 which now has better shot of going through. what the market isn’t realizing/pricing in is we will get substantial dividends in Q3 and Q4 this year maybe even Q1 2027 depending on shipping rates and timing, meaning the gross return will be higher. new offer with same price was submitted. 45 days to finalize. Closing likely mid 1H 27 which means due to where shipping rates are we get more dividends and higher dividends so the overall return gross should be higher.

$ZIM $31 incoming soon! Then its up to Israel to approve our $35 price and terms or we settle for monstrous dividends. Wow what a pickel to be in right now. Lol

$ZIM Now we know ZIM is worth more than $35 a share. Isreali dealers don't want to get swindled.

$ZIM Buyout, no buyout... this company PRINTS money, fat divies incoming... and still way undervalued.

$ZIM Awesome how will this translate into what amount of dividend we should be seeing soon?!

$ZIM summary of the thesis. This is crazy undervalued at $30. it's clear the company is worth way more.

$ZIM 😂🤣😂 I can’t believe you all think israel will let this get sold ..15$ and lower where it belongs

$ZIM Retail weak longs selling here.Big picture evades them $35 plus 2 divs minimum$3.00 or $41 SP.

$ZIM "Rates from the Far East to the U.S. West Coast reached $7.X,960 per forty foot equivalent unit as of Sept. 17, while Far East-U.S. East Coast prices climbed to $11,259 per FEU. Both trades have more than quadrupled since late February" $ZIM

$ZIM such a beautiful ship! Not selling until the shares are ripped out of my cold, dead hands.

$ZIM Freight rates are ripping toward COVID-era records. Far East →USEC +2.8% this week to $11,259/FEU, just 11% off the all-time high, +325% since the pre-Hormuz crisis. Xeneta says surpassing the pandemic peak can't be ruled out! One more push coming before Golden Week🔥🔥🔥

$ZIM looking great bull flag on the move we need to cross 30.40 next target $33 area LONG buy out 35 or 37.5 + huge div

$ZIM not THAT hard to understand they will print money. $18 EPS translates into $8+ dividend. Oh, and this time of the year in 2024 the rates were already considerably lower. It's game on!!

$ZIM this is the reality. H-L will sweeten the deal, so there might be even more upside to the closing price (and they know that very well). If not, we will have massive dividends anyway. Worse case scenario to is worth AT LEAST $35 + some dividends.

$ZIM ...and by the way....I didn't vote in favor of selling the company in the first place. It's a bad deal in more ways than 3!

$ZIM Let this deal die! Let's see what the new CEO can do! So far seems he is shaping things up. Patience, diligence and picking "strong horses" 🐎 That's how to be successful. Whiners, spineless, greedy, foolish, impatient, ill-informed.....hit the road!

$ZIM To me once they announced earnings guidance increase, it signaled that the buyout is all but dead. I feel if buyout was still strong they would have kept silent. Just an opinion.

$ZIM ZIM Stock Rises Overnight After Shipper Raises 2026 Guidance, Even As Hapag-Lloyd Deal Hits Israeli Hurdle https://stocktwits.com/news-articles/markets/equity/zim-stock-rises-overnight-after-shipper-raises-2026-guidance-even-as-hapag-lloyd-deal-hits-israeli-hurdle/cZDvckyRBmb