ZIM Zim Integrated Shipping Services Ltd

$ZIM the opportunity to buy at these levels is something you rarely see in the market. These are insanely high rates for this time of the year.

$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 more buffer to buy at these levels. Dividends will be over $5 over the next couple of earnings. Load and be patient.

$ZIM Israeli investors keep piling up. Any day you may wake up with some huge news and the stock skyrockets. Besides that, the outlook for Q3 and Q4 earnings are insanely bullish.

$ZIM they need to kill this deal already and throw it back out for bed. That way we get the special dividend and perhaps they might even pay fair market value for the company.

$ZIM They're baaaack... $ZIM 10/4 13F - Sparta 24, part of the More/Reading/Naor activist group that blocked Glickman’s 2025 buyout, is back! 38,485 shares after a full Q1 exit. Tiny, but timed with the >10% holder letter demanding a vote on any revised HL deal🧐. Smoke = 🔥 again??

$ZIM exactly ! Hapag is trading at 133. Their Book value per share is 100. Hapag is trading 33% above book. Meanwhile ZIM B/S is 32.2, while the stock is trading at 28. If we apply HLAG valuation to ZIM, the PPS should be trading at around 43. ZIM's number are better than Hapag. They have lower debts, and have a track record much longer than Hapag. Oh. Zim has 13 per sh. In CASH. Which is probably what Hapag wants to raid... As such, I just got my ZIM proxy vote, and voted "AGAINST" all Management’s "for" recommendations...except for the auditing firm. Just 4 years ago, ZIM was a $70 Stock ( briefly hit 90). Zim is a better company, better Dividend and should be trading at around x2 book. Hapag's offer is simply not acceptable, and left alone, ZIM will be trading higher than what Hapag offers.

$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 Somebody is buying your shares before the earnings. Don't get emossional and sell them your shares.

$ZIM está empresa vale mucho más, lo que pagan hapag lo tiene prácticamente en efectivo, las deudas si son deudas pero en realidad es un compromiso de pago por un alquiler como cualquier mortal en esta vida, solo sele reconoce en este momento el compromiso de pago en el futuro pero nunca se reconoce el ingreso que genera por qué no todos los fletes se harán en spot, o sea que los ingresos futuros son totalmente ganancias, amen de toda su infraestructura aparte de los barcos por el mundo esto vale el doble de lo que dan

$ZIM The transpacific was supposed to roll over after peak season. Instead it’s just sitting at the highs, and now Asia-Europe is starting to turn back up too. Every week this holds is another week of Q4 booking near the top for $ZIM.

$ZIM HARPEX pops to 2,525, +2.3% w/w. Container charter rates are now at their highest level since the 2022 crash, when the index fell from 3,095 in mid-Sep to 1,480 by mid-Oct. This time it’s going up🔥🔥🔥. Even the Red Sea spike never got here.

29Oct: Officials in Bulgaria reported the Greek-owned containership Contship Jet, operating under charter to $ZIM , sank around midnight on October 29, approximately 12 hours after the ship was attacked by three sea drones. The ship sank with 421 containers onboard, with a manifest that included lithium-ion batteries, corrosive liquids, acids, and other industrial components.

$ZIM I wonder if these CEO’s are trying to time the sale so no dividends are distributed?! They wouldn’t do that or would they?

$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

$ZIM rough estimate was around 5 but was expecting north of 5. Recent data suggest full year dividend including step up closer to 5.

$ZIM Based on 30% of net income for 2026 we should see a minimum of $6.25 dividend a share. Anyone believe we get more or less?

$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!