"Anybody who tells you money is the root of all evil...doesn't f'ing have any!" - Jim Young
Joined May 2024
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Nobody owns enough $ZIM
$ZIM has been the shipping line with more benefits with LNG move since they are bunkering in North America, where global prices are lower.
CMA-CGM is bunkering in Europe where together with Asia is one of the most expensive places.
LNG is the future bunker for pricing, 20% more efficient, cleaner in in some cases cheaper than marine bunkering
Per TheMarker, $ZIM deal talks are fully frozen after the PMO & Finance Ministry rejected the $4.2B outline.
New proposal now expected only after the next Israeli government is formed (early 2027), not early November as previously targeted.🙏
container-news.com/container…
SCFI USWC $7,525, the highest mid-Oct print in at least 6 years and 21% above 21’s $6,219.
Q4 window avg (Sep 4-Oct 16) USWC $7,470, +18.5% vs 21'
NYFI WC/EC both up w/w. Drewry SHA-LA +3%
~65% spot exposure means $ZIM’s Q4 is booking at these levels🔥
finance.yahoo.com/markets/st… DHL Group just raised 2026 guidance on a “robust” peak season. Express and heavy air led, but Global Forwarding EBIT was also +33% y/y.
Read-through for $ZIM is Q4 peak demand is holding up...not falling off a cliff.
If the HL deal breaks, $ZIM shareholders keep Q4 & true-up💰💰
6 weeks into the Q4 booking window, SCFI USWC is running above even 21’s pace (+18%). USEC isn’t far behind (-8%).
Q4 21' paid $17/sh with the true-up (26' won't be near that😢). A veto is our BEST possible outcome.
maariv.co.il/breaking-news/a… $ZIM workers and the Histadrut will protest Tue 10/20, 11:30, at FIMI's Tel Aviv offices against the Hapag-Lloyd/FIMI sale. Signs name FIMI's Davidi and Beck. Committee chair wants the deal "off the agenda once and for all."
Correction on this morning’s FBX print. The initial release was WRONG!
Updated numbers:
📈 FBX (Global): +2% to $3,397
➡️ FBX01 (Asia → USWC): flat at $8,126
🔥 FBX03 (Asia → USEC): +1% to $9,713
$ZIM’s money lane FBX03 is UP...not down. 🔥🔥🔥
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 FBX flat. Rates are continuing to hold at highly elevated levels. Monster Q4 divvys are a lock from here...
$ZIM NYFI is the index that matters most! Built from executed all-in bookings, not quoted or assessed rates like SCFI/WCI/FBX.
Asia-USWC $7,475/FEU
Asia-USEC $9,939/FEU
Both up w/w. A year ago ~$1,450 and ~$2,340. No stopping insane Q4 at this point🔥🔥🔥
supplychaindigital.com/news/… $ZIM No timeline from Hapag-Lloyd's CEO, just that talks are "complex and highly detailed." The late-2026 close target looks like it's slipping. A close after March locks in the Q4 dividend and the 2026 true-up. Still hoping the deal blows up🙏
TP holding STRONG💪. SCFI USEC $10,405/FEU (-1.1% w/w), USWC $7,525 (-0.8%). Six straight weeks of sky-high rates to open $ZIM’s Q4 booking window🔥🔥🔥
$ZIM Drewry pops 3% to $4485🔥🔥🔥. East Coast drifts down 1% to $10,075, while West Coast jumps 3% to $7,884💪💪
gcaptain.com/port-of-los-ang… Overlooked stat from Port of LA’s record Sept: 371k empty boxes, also a record, vs 126k loaded exports
That’s carriers scrambling to get containers back to Asia. Equipment imbalance like that doesn’t happen in a soft rate market. $ZIM's Q4 gonna be 🔥🔥🔥
container-news.com/oocl-repo…
OOCL just previewed $ZIM’s Q3
Transpac revenue +72% YoY to $1.44B on +13% volume. Implied rev/TEU ~$2,420 vs ~$1,590 a year ago (+52%).
Transpac is ZIM’s core trade, and ZIM runs ~65% spot vs OOCL’s heavier contract book. Same tailwind, more torque🔥🔥🔥
And oh yeah, the best is yet to come for $ZIM 🤑
NOBODY owns enough $ZIM ... NOBODY!
xitter.cf/ROICRHODES/status/2109…
One year ago on 10/10/25, $ZIM closed at $12.44. Since then it’s up ~150% to ~$31 and paid $1.19 in divvys, a ~160% total return. For those who held with conviction through the noise, those gains now carry long-term capital gains treatment. Patience pays, even in the hated ZIM 😀