MSC

rygo796

AI is currently bullshit in CAE. Majority of AI branded products in this space are rebranded versions of optimization technology that has been around for years if not decades. Dassault is going to face increased pressure from mega mergers. Siemens with Altair. Synopsys with Ansys. Cadence with MSC. These companies will get their customers on bigger contracts and try to box out Dassault.

Jclarkcp1

The US has 234 years of market stability. Europe could step up, but thier socialist tendencies won't allow themselves to create a business friendly environment. They have a stable market, and a stable government, but they have a lot of other issues...they just aren't business friendly. Europe does have a handful of world market dominating businesses (VW, Nestlé,CMA, Maersk, MSC, Shell) you could name about 20 probably. However, the US has hundreds of world market dominating companies and a very friendly business environment. Even with Trump tantrums, the government is stable and a safe bet. Plus the US spends money on tangible.products, where Europeans spend their money mostly on taxes and living. Where americans tend to have a higher disposable income, which creates an economy of consumers.

thereal_scott_pruitt

This therapy is garbage. It takes the worst aspects of CAR-t and combines it with the non specificity of MSC infusions. Only going to be a very last resort for very rich people, who, by the way, are already going to get excellent treatment with pembro+ipi.  Stop trying to make TIL happen

notapersonaltrainer

>Name one self made billionaire alive today that wasn't born to a wealthy family and attended an ivy league school. * George Soros – Survived Nazi occupation, arrived poor; London School of Economics; hedge fund legend. * Richard Branson – Dyslexic, dropped out of school at 16; founded Virgin Group. * Mark Cuban – Pittsburgh working-class (father car upholsterer); University of Indiana. * Howard Schultz – Born and raised in Brooklyn public housing projects; Northern Michigan University. * Larry Ellison – Lower-middle-class Chicago, adopted; dropped out of University of Illinois and University of Chicago (both non-Ivy). * John Paul DeJoria – Poor immigrant family, foster care and lived in car; no college; Paul Mitchell hair products + Patrón tequila. * Daniel Ek – Grew up in rough Stockholm suburb; no college degree; founded Spotify. * Michael Rubin – Middle-class Philadelphia, started selling skis as a teen; dropped out of Villanova; built Fanatics. * Tilman Fertitta – Galveston working-class; University of Houston dropout; Landry’s restaurants + Houston Rockets. * Judy Faulkner – Modest Wisconsin family; University of Wisconsin-Madison (public); founded Epic Systems. * Daniel Gilbert – Working-class Detroit, delivered pizzas; Michigan State + Wayne State Law; founded Quicken Loans/Rocket Mortgage. * Changpeng Zhao (CZ) – Immigrated from China, father exiled professor, worked at McDonald’s; McGill University; founded Binance. * François Pinault – Poor rural France, quit school at 16 after being mocked for poverty; no higher education; founded Kering (Gucci, Yves Saint Laurent). * David Tepper – Pittsburgh working-class; University of Pittsburgh undergrad; Carnegie Mellon MBA (non-Ivy); Appaloosa hedge fund. * Paul Tudor Jones – Middle-class Memphis; University of Virginia; legendary trader, Tudor Investment. * Israel Englander – Orthodox Jewish middle-class New York; City College of New York; Millennium Management hedge fund. * Rihanna – Extreme poverty in Barbados, abusive household; no college; built Fenty Beauty empire. * Kylie Jenner – Pre-fame family was middle-class at best; no college; built Kylie Cosmetics. * Ralph Lauren – Bronx son of immigrant house painter; dropped out of City University of New York. * Phil Knight – Middle-class Oregon family; University of Oregon/Stanford MBA (non-Ivy); co-founded Nike. * Shahid Khan – Immigrated from Pakistan with $500, washed dishes; University of Illinois; Flex-N-Gate and Jaguars owner. * Jan Koum – Immigrated from Ukraine, family on food stamps; dropped out of San Jose State; co-founded WhatsApp. * Jack Ma – Failed college exams twice; non-elite teachers’ college; founded Alibaba. * Oprah Winfrey – Overcame extreme childhood poverty and abuse; no college degree; built media empire. * Michael Jordan – Middle-class North Carolina family; University of North Carolina; Jordan brand and NBA ownership. * Jay-Z (Shawn Carter) – Raised in Brooklyn projects; no college; music and business mogul. * Amancio Ortega – Railway worker’s son, left school at 13; founded Zara/Inditex. * Do Won & Jin Sook Chang – Immigrated from South Korea, menial jobs; no college; co-founded Forever 21. * Pavel Durov – Middle-class academic family; St. Petersburg State; founded VK/Telegram. * Li Ka-shing – Refugee family, father died young, quit school at 15; built CK Hutchison empire. * Zhou Qunfei – Rural poverty, orphaned young, dropped out at 16; founded Lens Technology. * David Green – Pastor’s son, modest Oklahoma upbringing; no degree; founded Hobby Lobby. * Ken Langone – Working-class Italian-American; Bucknell University; co-founded Home Depot. * Harold Hamm – Born to sharecroppers, picked cotton; no college; Continental Resources fracking pioneer. * Ma Huateng (Pony Ma) – Electrician’s son; Shenzhen University; founded Tencent/WeChat. * Zhong Shanshan – Extreme rural poverty, dropped out during Cultural Revolution; Nongfu Spring water. * Zhang Yiming – Modest background; Nankai University; founded ByteDance/TikTok. * Leonardo Del Vecchio – Orphaned, raised in orphanage, factory apprentice; founded Luxottica (Ray-Ban, Oakley). * Tadashi Yanai – Tailor’s son; Waseda University; founded Uniqlo/Fast Retailing. * Mukesh Ambani – Middle-class teacher’s son; University of Mumbai; grew Reliance Industries. * Giorgio Armani – Plumber’s son from war-torn Italy, dropped out of medicine; founded fashion house. * Lakshmi Mittal – Modest Marwari family; St. Xavier’s College Kolkata; ArcelorMittal steel. * Roman Abramovich – Orphaned young, started selling plastic ducks; no higher education. * Gianluigi & Rafaela Aponte – Started with one ship, modest origins; MSC shipping empire. * Dietmar Hopp – Middle-class German; public university; co-founded SAP.

Independent_Name_601

157 days later. I will kindly disagree with you. RCL targets the family fun entertainment with late night options. CCL targets a younger crowd with a more party atmosphere. With that said, because of their demographic targets, CCL tends to offer shorter cruise options and for now smaller ships to cater to this younger crowd and also target mostly US based destinations. RCL is building a global based business with many cruises throughout the world. They have a mix of shorter and medium term cruises to cater to a wider audience. Their state rooms and ship sizes offer a massive range of clientele. Also note that RCL is also offering in the next several years exclusive destination/Resorts such as private resorts and new stops only accessible by RCL and brand family cruises. It will be years before CCL or NCL catch up. With that said, CCL does handle the higher volume of people, but in my opinion RCL offers better quality. MSC and NCL are also upping their game but tend to have smaller ships and more diverse port access. In comparing to other industries I’d liken RCL to Apple whereas CCL is Samsung. RCL is like Coke and CCL is Pepsi. RCL is DAL and CCL is like AAL. While each line has its loyal cruisers I think far and away RCL is better than CCL. This is evidenced today in their respective stock prices, so investors have the same sentiment. New large ships from RCL through at least 2036 plus new private destinations for RCL are the difference for me.

Borba_Fett88

Are you asking about the stocks you should sell? If so, you need proper financial advice from a professional. It won't be cheap, but it'll be worth it and it's better than giving away personal info on Reddit. If you're asking about other thing unrelated to the stock market, then this may be the wrong place. But you should definitely invest in your home and your own safety. Global warming or climate change (as they've rebranded it) isn't going away anytime soon. If you haven't already, and I know I'm stating the obvious, perhaps seek advice from the Federal Emergency Management Agency MSC (I can't access the website from the UK).

austinblackmore

Update to my MSC cruise stalking episode: they are moving me to a new room on the ship.

Affectionate_Bar4808

Thoughts on the fact that concomitant treatment was allowed in ph1 vs banned in ph2? This is particularly relevant for hyaluron eyedrops, since a pre-clinical study (in an alkali burn model) showed a pronounced synergistic effect between HA (hyluronic acid) and MSC-S. 7 out of the 9 patients in the p1 (including the one removed due to AE) were on hyaluron eye-drops. That could at the very least be a confounding factor. On the flip side, they doubled the dosing schedule from BID to QID, doubled time on drug (8w vs. 4w) and also tripled the dose vs. ph1 in the high-dose cohort. There's quite a bit of established evidence that MSC-S is biologically active and support wound healing (even clinical studies in diabetic ulcers, leprosy and even corneal defects), but also quite a lot up in the air for this trial. Placebo response could definitely be a knife in the back here, since they did not heavily restrict time since diagnosis (only 7 days) and about 20-40% of diagnosed PCED cases (depending on the study) tend to heal by themselves. All in all, agree that the r/r is outstanding here and a positive readout should move the stock by several multiples of the current SP. Added bonus: Baker Brothers own about 56% of the company via common and preferred shares.

canadian_bacon_TO

ZIM. I used to drive by a large shipping port pretty regularly and noticed the names on the containers. Primarily noticed Maersk and MSC but started to see a bunch labelled ZIM. Thought maybe it was a good opportunity to buy in at the start of covid with the assumption that shipping demand was going to be heavily impacted. Looked them up and found a lengthy DD by J Mintzmeyer and bought in around $15. Sold a year later at $70.

LeonTheKid91

Port worker here for Long Beach and Los Angeles. Can confirm that many shipping lines are cancelling sailings to US. Down 33% in volume. We had the worst 2 rev. months ever in 2 decades. Unheard of. Longshoremen and union workers are still out grinding but they aren’t getting paid their 75hr work weeks pay like before. No overtime/hoot shift. A lot of manufacturing companies have cancelled orders as well adding to the blank sail problems MSC projected to have 20% growth this month. Cancelled most of their California coastal routes Hapaf Lloyd, CMA CGM, ONE all the same.

NotAHost

I think an issue is that some people are saying the ports are 'dead' and 'empty' and other people are saying that there are zero ships coming from china. While there should be a steep drop from Chinese ships, I've seen estimates of ~30%. That is extremely impactful, some people would consider that 'dead' and some people won't. You posted way to many comments to keep track of. One post was cnbc, which said that vessels are down by 45% (12/22 still coming for the week). It also states: >The Gemini alliance between Maersk and Hapag Lloyd has a cancellation rate of 24.39%; followed by the Ocean Alliance, comprising CMA CGM, Cosco Shipping, Evergreen, and OOCL, at 18%; and the Premier Alliance, comprising Ocean Network Express, Hyundai Merchant Marine, and Yang Ming Marine Transport, at 15%. MSC and ZIM currently have a 10% rate of canceled sailings. Another estimate seems like it might be around 35% to 50%, from here: https://youtu.be/YXkWbhAQK5c?t=154, depending on which metric you go by. Please note, I am not attacking you, but I am offering more clarity than just posting many links across many comments. As far as I can tell, there are no 'dead' ports, but there is an impact by all means. A 35% reduction or more in ships by china is still insane, but there are a lot of posts that are trying to say 'zero ships' and 'dead ports' I can't find any recorded data that correlates to that. We will feel effects of it all, but again, the image of empty/dead ports aren't accurate either. 'Effectively dead' with a reduction of 35% from china? Eh, not a fan of that wording either. Dead has implications.

loonshtarr

Seatle was working 2 container ships on Sunday "Wan Hai 506" and "MSC Vandya" both at SSA, day and night shifts. For Monday Work is ordered for MSC Vandya, MSC Bern V, CMA CGM POINTE-NOIRE

Miamime

A link? No, I got the email from our freight forwarder yesterday. They wrote: >Following our phone call, MSC informed us of the application of a PSS 1000 USD effective from May 13th.

Miamime

MSC already announced a $1,000 freight surcharge to account for the increase in demand for non-Chinese ships. It’s a shame, our company was really seeing some great growth. Between this and the tariffs, we’re going to need to raise prices and well who knows.

crankthehandle

Why would a shipping company do that? It's most likely illegal and even though volumes shipped out of Chinese is huge, the number of Chinese shipping companies is small. Maersk, MSC etc. they dominate the industry.

fen-q

I got downvoted to hell last time but ill word it differently this time: Mass production is cheap. The retail prices you pay in stores are nowhere near what distributors pay suppliers to get their stuff. I used to work as a manufacturing engineer for a company that made cutting tools near where i live. A tool that would cost us 6 dollars to make retailed at 100 dollars at MSC industrial, which is like the biggest distributor of all kinds manufacturing goods in the country. Shoes you pay 150 dollars for? Probably cost 5 bucks to make. Smartphone you pay 1300 dollars for? Probably cost 100-200 to make. Even if you tariff that at 200%, apple is still making money, but they are singlehandedly supporting the whole market now and everyone is balls deep invested in them, so they got exempted in order to let everyone make money. All the junk you see at walmart costs them pennies. You can raise the cost on that junk 5 fold and in many cases it wont make a difference, other than to walmarts bottom line. The West went to China and moved tons of jobs off shore to give us cheaper stuff, except things never got cheap and many people lost their jobs. Now, the most aggravating argument i hear is " no one wants to work in factories", "no one wants to work in manufacturing". Well, bullshit. Not all of us are going to be lawyers, doctors, software engineers or any other profession that pays well. Because of many of these manufacturing jobs evaporating, you got people screaming and bitching that they want 40 bucks an hour to work at mcdonalds because they got kids to feed.

asdfasdfasfdsasad

The worlds largest shipping company is MSC; based in Italy, and the #2 is Maersk, which is owned by Denmark; the country which owns Greenland. It's pretty obvious what would happen if the US invaded. Just stop shipping to the US given that it's a warzone and the days of merely losing a trillion or so dollars a day would no doubt appear a pleasant memory.

relevant__comment

Puts on MSC!

Netsplit_Custody

So this is aimed at Chinese vessels but then also includes any company buying ships from a Chinese shipyard, so that's good news for the European (hello Finland/Germany/Spain/UK) and Korean shipbuilding industries I guess. Meanwhile MSC (Switzerland), Maersk (Denmark) CMA CGM (France) and Hapag-Lloyd (German) control more than 50% of the global container shipping capacity so good luck in your future endeavours, product enjoyers.

Individual_Town8124

The USTR is planning on levying a $1.5m fee on every China-owned, China-built cargo ship that berths in a US port. They are holding a public hearing on March 24. Non-China-owned cargo ship lines whose fleets are more than 50% Chinese-built ships will be subject to a $1m fee per vessel to berth at a US port. Non-China owned cargo ship lines whose fleets are more than 25% China-built but less than 50% China-built will be subject to a $750k fee per vessel. Atlantic Container Lines has already publically said if the US proceeds with these new port fees, they will stop coming to US ports. How long do you think it will take before other cargo carrier lines will refuse to deliver to the US? MAERSK is headquartered in Denmark, HAPAG-LLOYD in Germany, CMA CGM in France, MSC in Switzerland. COSCO is Chinese. None of those countries is happy with us right now. China, Japan and China signed an agreement this past weekend vowing to stand together against the US. If China's COSCO cuts off the US, then OOCL, ONE, and HYUNDAI may do the same. All international commerce to/from the US will stop and our economy will crash.

Puzzleheaded_Fee48

I am all in the British pennystock QED - Quadrise PLC. They deliver a sustainable version of heavy fuel oil for shipping, power and industrial clients. Currently priced to fail, Q2 should see a number of trials to start, including a trial with MSC Shipping on one of their container ships.

KalpolIntro

This shit happens like once every decade. MT Sanchi vs. CF Crystal (2018) MV MSC Opera vs. Unnamed Oil Tanker (2008) MT Evoikos vs. MV Orapin Global (1997) Atlantic Empress vs. Aegean Captain (1979). This one was TWO tankers.

RipKey1357

MSC squeeze inbound 🚀

Onnimation

## Two Iskander-M ballistic missiles hit the Panama-flagged container ship MSC LEVANTE F - reportedly Swiss-owned - soon after it arrived in Odesa on March 1, after making a stop in Turkey. Ohhhhh shittttt, things are about to get really spicy

Lime1028

There is an estimated 244,000 metric tonnes or gold in the world. That includes unminned gold. The MSC Irina-claas of cargo ships can move 240,000 tonnes of cargo in a single trip. Shipping all the world's gold from London to NYC would barely be even register on the global warming scale against the pollution crypto mining creates in a week.

Meunier33

Long on MSC and other shipping companies? Will we see transshipping through the Caribbean to avoid the tariffs?

FeistyAd5310

I’ve been on Icon, felt too big, and as if the boat is the attraction not the destination. If I was going to go on a ship that big, personally I’d want like 3 days at sea in a row to explore like a US-EU cruise next time. I like MSC it’s just smaller makes the destination feel more like the attraction, but I couldn’t mind going back when / if they have a US-Mediterranean Cruise and I can get the time off

Madismas

Sounds like you did Carnival or MSC with those prices. I spent over about $8k with drink packages for Icon, 2 adults, and 2 children under 10.

Purple-Ad-3492

This is correct. To think it's for the benefit of the American consumer and society to pile on more to the tens of thousands that are already getting laid off each month because you know, it's "the future", yeah, ok, for whom exactly? The jobs they're fighting for are already semi-automated and lack of a transition to fully has not encountered any bottlenecks. Even through the pandemic and the Baltimore bridge collapse.  This loss of jobs due to the push for automation is the direct effect of shipping companies partnering with private equity firms. And TIL (Terminal Investment Limited, a subsidiary of MSC) which a significant presence in LA and Long Beach Terminals, owns half of Newark Port and recently invested in Trade Point Atlantic in Baltimore, has within the last year partnered with BlackRock.

ShitOfPeace

I think you're missing the analysis on SSLs. They're getting theirs. They're implementing surcharges after the fact on all containers delayed at USEC ports. I don't think it's that big of a deal for MSC, Maersk, Hapag or any SSL except for the perception of traders. Who it's really going to hurt is large importers like Walmart, Ikea, Samsung and similar companies.

dansdansy

There is always an interest in diversifying supply chain. I wouldn't say NVDA and AMD is a good comparison since the service is what is being sought and it's much more interchangeable than AI chips with clear performance differences. Maybe more like Maersk v MSC? There's a high barrier due to the tech involved, but once the tech is up and running the customer doesn't care much as long as their payload makes it safe. With the successful test of Neutron they're in a good spot to compete with SpaceX in larger cargos hence why it's been flying.

bobdoogus

It’s 2024 how do you not have internet offshore? Are you on an MSC boat?

King_Neptune07

What do you work for MSC or something

newmacbookpro

Shipping is the most profitable business. A energy trading company opened a desk and the legend says they made 1bn in a year. Also, MSC, they are so fucking wealthy now. They increased ALL salaries by 30% a while ago. Their owners are the wealthiest people in Switzerland. Big jelly

eniLk_

Lmfao idk if yall even know his investments in Baltimore 🤣 TPA alone is gonna set record growth following the MSC terminal he plans to have a hand in Baltimore. Keep sleeping on some dumb shit as most of your are clueless as fuck

Mysterioboy

Looks like Iran has done its attack so $Spy and stocks should recover and open green for Monday.  Calls baby. "A vessel “linked to Israel” was seized by Iran’s paramilitary Revolutionary Guards on the strait of Hormuz, 50 nautical miles off the coast of the United Arab Emirates, on Saturday. Commandos dropped from a helicopter on to an Israeli-affiliated container ship, the Portuguese-flagged MSC Aries, and Iran’s state news agency said the vessel was being transferred to Iran’s territorial waters"

Potential-Ad-9892

Sup f-worders, got something I want to show ya. You all probably feel sorry for missing the NVIDA run, but hey at least you’re not Elon with his dick in hand as he asks for 25% of his own company. Don’t worry about Elon, he’ll land on his feet. Anyway, with that out of the way I got someone I think you would like to see, he goes by the name $ZIM. ZIM integrated shipping, the most well positioned company in the world right now who is benefitting from the shipping delays caused by the Red Sea conflict. By now you all have heard of the problems circulating in the middle east and specifically the Red Sea, and the conflict everyday. This issue has caused major shippers including, Maersk(the WORLD’s leading shipper) Costco, Evergreen, MSC, HMM and numerous other shipping companies to reroute around the southern tip of Africa, adding 10-14 days of travel. This delay does not stand in the consumer market. Consumers want, nay, need their products as soon as humanly possible and any delay angers the brainless consumers that we are. Spot freight rates from China to European countries have increased significantly in the past couple weeks, even increasing as much as 100%. In turn, the Drewry World Container index has also increased 61%. There is greater demand than ever for Eastern products on the Western front and because of ZIM’s position in the spot market, they are set to reap massive benefits. Despite the attacks by the US and UK on the Houthi fleet, they seem unmoved and stubborn in their ways. The US is in a pickle here. The only way to stop these attacks would likely be an invasion on Yemen soil, but such a significant attack would no doubt lead to larger conflict. And despite the ultimatum that the western countries have given to the Houthi, they have ignored them all and continue to strike fright boaters. As of now, the Western alliance has no other options for ending this conflict. Furthermore, the Drewry Index expects an even greater increase in East-West spot rates as the Chinese New Year rapidly approaches. Please note that annual trans-Pacific container contracts usually run from May 1 to April 30 with negotiations starting in February. With the Red Sea disruptions not likely to be resolved until next month, annual contract rates might see a very substantial boost thus providing some lasting tailwinds to liner companies for the remainder of the year and beyond. However, due to its industry leading spot exposure, ZIM is already reaping the benefits from increased container freight rates. Remember that on the company's Q1/2023 conference call in late May, CFO Xavier Destriau stated that ZIM was already "*fully exposed*" to the spot market on the key trans-Pacific trade lane and that negotiations with customers on new annual contracts had not yet concluded as the company was not willing to "*lock ourselves on revenue that would mean loss-making cargo for us*". Given an assumed 70% spot rate exposure, the company might actually deliver a profitable Q1 which would be huge. So yeah profits! Tendies! Bottom line here is that there is no end in sight to this conflict and the Houthi have already proved their stubborness and the US and UK have done all they can to touch this conflict with a 39 and a half foot pole without disturbing the whole world. So let’s get into the nitty gritty here: $ZIM as of today is sitting at $13.72, up about 45% since early December. Yahoo finance has listed $ZIM as undervalued with a very bullish outlook in the coming months. With the company’s estimated $2.8 billion in cash and liquid investments as of the New Year, the stock has a seeming bottom line at $23/share to make up for that money. And with the expected increase as the Chinese New Year approaches, and hopefully a surprise profit call at the end of Q1, the stock is set to fly. Let’s wrap this up and give it to a child on Christmas, what do you say? $ZIM is positioned the best out of anyone in today's shipping business. The Red Sea conflict has no sign of slowing, The Western nations have thrown the kitchen sink at the Houthi and they remain unphased. I see no possibility of an escalated conflict with the election this year as well as the risk it poses to all the world’s nations (except for Switzerland as they are always neutral lol). The only risk is the conflict stopping, and that seems out of the window. Let’s capitalize here beasts. Let’s rally it to $30 and then to the moon and get rich AF. P.S.- Possible short squeeze (short interest is sitting right around 24%) Anyway, enough rambling, let’s pray for Elon and pray for $ZIM

Potential-Ad-9892

Its ZIMMY time ($ZIM) Sup f-worders, got something I want to show ya. You all probably feel sorry for missing the NVIDA run, but hey at least you’re not Elon with his dick in hand as he asks for 25% of his own company. Don’t worry about Elon, he’ll land on his feet. Anyway, with that out of the way I got someone I think you would like to see, he goes by the name $ZIM. ZIM integrated shipping, the most well positioned company in the world right now who is benefitting from the shipping delays caused by the Red Sea conflict. By now you all have heard of the problems circulating in the middle east and specifically the Red Sea, and the conflict everyday. This issue has caused major shippers including, Maersk(the WORLD’s leading shipper) Costco, Evergreen, MSC, HMM and numerous other shipping companies to reroute around the southern tip of Africa, adding 10-14 days of travel. This delay does not stand in the consumer market. Consumers want, nay, need their products as soon as humanly possible and any delay angers the brainless consumers that we are. Spot freight rates from China to European countries have increased significantly in the past couple weeks, even increasing as much as 100%. In turn, the Drewry World Container index has also increased 61%. There is greater demand than ever for Eastern products on the Western front and because of ZIM’s position in the spot market, they are set to reap massive benefits. Despite the attacks by the US and UK on the Houthi fleet, they seem unmoved and stubborn in their ways. The US is in a pickle here. The only way to stop these attacks would likely be an invasion on Yemen soil, but such a significant attack would no doubt lead to larger conflict. And despite the ultimatum that the western countries have given to the Houthi, they have ignored them all and continue to strike fright boaters. As of now, the Western alliance has no other options for ending this conflict. Furthermore, the Drewry Index expects an even greater increase in East-West spot rates as the Chinese New Year rapidly approaches. Please note that annual trans-Pacific container contracts usually run from May 1 to April 30 with negotiations starting in February. With the Red Sea disruptions not likely to be resolved until next month, annual contract rates might see a very substantial boost thus providing some lasting tailwinds to liner companies for the remainder of the year and beyond. However, due to its industry leading spot exposure, ZIM is already reaping the benefits from increased container freight rates. Remember that on the company's Q1/2023 conference call in late May, CFO Xavier Destriau stated that ZIM was already "fully exposed" to the spot market on the key trans-Pacific trade lane and that negotiations with customers on new annual contracts had not yet concluded as the company was not willing to "lock ourselves on revenue that would mean loss-making cargo for us". Given an assumed 70% spot rate exposure, the company might actually deliver a profitable Q1 which would be huge. So yeah profits! Tendies! Bottom line here is that there is no end in sight to this conflict and the Houthi have already proved their stubborness and the US and UK have done all they can to touch this conflict with a 39 and a half foot pole without disturbing the whole world. So let’s get into the nitty gritty here: $ZIM as of today is sitting at $13.72, up about 45% since early December. Yahoo finance has listed $ZIM as undervalued with a very bullish outlook in the coming months. With the company’s estimated $2.8 billion in cash and liquid investments as of the New Year, the stock has a seeming bottom line at $23/share to make up for that money. And with the expected increase as the Chinese New Year approaches, and hopefully a surprise profit call at the end of Q1, the stock is set to fly. Let’s wrap this up and give it to a child on Christmas, what do you say? $ZIM is positioned the best out of anyone in today's shipping business. The Red Sea conflict has no sign of slowing, The Western nations have thrown the kitchen sink at the Houthi and they remain unphased. I see no possibility of an escalated conflict with the election this year as well as the risk it poses to all the world’s nations (except for Switzerland as they are always neutral lol). The only risk is the conflict stopping, and that seems out of the window. Let’s capitalize here beasts. Let’s rally it to $30 and then to the moon and get rich AF. P.S.- Possible short squeeze (short interest is sitting right around 24%) Anyway, enough rambling, let’s pray for Elon and pray for $ZIM

bodymindtrader

And Maersk and MSC and CMA

JuggernautNo420

Look up shipping routes. Shanghai to US East Coast goes through the Suez. Maersk TP11 Eastbound, Maersk TP7, MSC America Westbound, Evergreen/MOL AUE3, the list goes on. Yes it's 17% faster to go through the Panama Canal vs taking the Suez. On the other hand it's 37% longer to take the Cape of Good Hope route vs the Panama. So with all these routes disrupted the Cape is going to see more traffic thus raising prices dramatically. so in short- Ships to the US take that route. Prices gonna go up errrrrywhere.

az226

Maybe read up on the history of MSC. She was involved in a very limited capacity (she decorated the vessels). But yes they have an equal share in the business. Lot of married Europeans split finances equally and there is no mine or yours, but ours. Is Makenzie Scott self made? She was also involved with Amazon in the beginning but we all know that Bezos is the one who was behind it.

Toriganator

“Gianluigi is executive chairman, their son Diego is president and Rafaela is responsible for decorating ships for the firm’s MSC Cruises” She was a decorator…

Reggio_Calabria

The nice thing with Christmas is that most physical presents bought in the Western world are manufactured in developing countries and shipped by companies such as Maersk and MSC. These companies already shipped the goods you will buy in December. They already saw the poor volumes and warned investors in their earnings. Yet somehow retailers think they will improve their earnings this winter. Someone will be wrong and I trust the guys who moved the boxes to be closer to the truth.

Godkun007

Yes, MSC, Hapag-Lloyd, Maersk, etc. made massive amounts of money in 2021-2022 due to the sheer amount demand for freight after the lockdowns ended. They are now all suffering, some more than others. You can see all this by looking at the stock prices of container ship companies. They had a massive spike in 2021-2022, then they all crashed in 2023 due to the interest rate hikes pushing prices back down.

SafeDenkerTechnology

Really all? Aida , MSC and they all also really?

AdTemporary2567

Worked for MSC industrial supply and had to use saleforce at every customer stop I wasted more time dealing with their obsolete software than my customers. MSC couldn’t see how poorly they invested in that and continued to push it 🤣 the irony was astounding to me

RedneckTrader

This guy pumping that MSC stock [https://media.tenor.com/XwWBRsQin7kAAAAC/boiler-room-vin-diesel.gif](https://media.tenor.com/XwWBRsQin7kAAAAC/boiler-room-vin-diesel.gif)

I-No-Reed-Good

MSC (MSM) will beat in my opinion. Why? They cut their coupons way down over the last few months, while aggressively raising prices on CNC and tooling that like 75% of machinery companies single source from. Let alone the rest of the MRO e-commerce booms as raw material shortages have dissipated.

JackosMonkeyBBLZ

MSC Pharmaceuticals. We’re talking very high volume.

Vast_Cricket

It resides with key stocks as follows: BROADCOM INC P/E:16.67 VERIZON COMMUNI.. 7.76 PFIZER INC 6.49 MERCK & CO INC COCA-COLA PEPSICO INC HOME DEPOT INC LOCKHEED MARTIN.. CISCO SYSTEMS I.. INTERNATIONAL B.. TEXAS INSTRUMEN.. AMGEN INC BLACKROCK INC AUTOMATIC DATA .. ALTRIA GROUP IN.. EOG RESOURCES I.. 3M ILLINOIS TOOL I.. US BANCORP VALERO ENERGY C.. KIMBERLY CLARK .. NEWMONT PAYCHEX INC PRUDENTIAL FINA.. ALLSTATE CORP CUMMINS INC ONEOK INC FASTENAL M&T BANK CORP T ROWE PRICE GR.. GENUINE PARTS HARTFORD FINANC.. FIFTH THIRD BAN.. LYONDELLBASELL .. HUNTINGTON BANC.. PRINCIPAL FINAN.. REGIONS FINANCI.. KELLOGG NORTHERN TRUST .. AMCOR PLC TYSON FOODS INC.. CINCINNATI FINA.. OMNICOM GROUP I.. BEST BUY INC KEYCORP FIRST HORIZON C.. INTERPUBLIC GRO.. INTERNATIONAL P.. SNAP ON INC FIDELITY NATION.. COMERICA INC PARAMOUNT GLOBA.. WATSCO INC WEBSTER FINANCI.. UNUM WHIRLPOOL CORP FRANKLIN RESOUR.. HASBRO INC NRG ENERGY INC ZIONS BANCORPOR.. JEFFERIES FINAN.. H&R BLOCK INC FLOWERS FOODS I.. FIRST AMERICAN .. WESTERN UNION SYNOVUS FINANCI.. BANK OZK LEGGETT & PLATT.. INSPERITY INC LAZARD LTD CLAS.. EVERCORE INC CL.. MSC INDUSTRIAL .. CVB FINANCIAL C.. JANUS HENDERSON.. BANK OF HAWAII .. RADIAN GROUP IN.. CATHAY GENERAL .. FEDERATED HERME.. INTERNATIONAL B.. MCGRATH RENT BANNER CORP STOCK YARDS BAN.. NORTHWEST BANCS.. SSC GOVERNMENT .. COHEN & STEERS .. CITY HOLDING S AND T BANCORP.. BUCKLE INC SAFETY INSURANC.. FIRST COMMONWEA.. EMPLOYERS HOLDI.. HNI CORP HERITAGE FINANC. One can look up p/e for each and come up with a composite based on % weights. One can also compare to an index like DJIA 21.93

diegoboy69

MSC has and will undercut RCL, CCL, and NCL on pricing.

East1st

Academia. Did a MSC in Visual Analytics and 4 years in the PhD program before leaving for industry.

Zeeuwse-Kafka

MSC

Sdubbya2

Anyone have insight on MSC? I believe I read something that November was a really bad month for Macau due to covid flareups.....think that effects their earnings?

Zerosos

MSC has been weathering the market downturn pretty well.

rdp3186

I work on container ships as a longshoremem port checker (at the same port the 2nd season of the wire was made about, Seagirt). This shit happens all the time unfortunately. Typically either the last men don't properly lock the containers during loading or the weather gets rough enough that it breaks them loose. However, this isn't just Zim this happens to, EVERGREEN, MSC and MAERSK all have this happen as well.

Kimirii

My dad worked in container shipping for decades, I can confirm this shit happens all the time. Losses overboard vary by season, North Atlantic and Pacific being worse in winter for example. Most sink quickly, which is why beachcombing is unprofitable. Short ZIM and all the container-focused shipping companies anyways because the global economy’s a drunk trying to catch up to its center of gravity, and if you’ve ever seen closing time in a college town you already know how effective *that* is. So short the shit out of Maersk, CMA-CGM, and Hapag-Lloyd. They’re all about to enter the “famine” phase as cargo volume plummets and ships start operating at a loss on most voyages. The joker in the deck is privately-held MSC, who are probably leveraged out the ass to have gotten so big so quickly; if they go bust first, that much capacity being taken off the market might soften the landing for everyone else.

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hodlethestonks

Read about her story when her face Was on the front page of every magazine like 10 years ago. At The Time was recently gratuated with MSC on chemistry (focusing in analytical chemistry). From that perspective her claims felt from another planet but to get hundreds of millions funding without investors doing tiniest bit of Dd like asking anyone with a tech degree I had to believe it. Finding wallstreetbets opened My eyes. Getting billions of invested cash doesnt mean shit :Dd

bluejams

Put them out in the ocean and don't use them to artificially inflate the price of the rest of your fleet. Cough MSC cough.

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Captain490

Group cruise company since 1998. Over 40,000 booked. RCL $1800pp for 7 days new ship from FL was normal. RCL has always been the best at maintaining price integrity. Norwegian, all Carnival lines, MSC, will drop prices quickly to fill. I am not on RCL this trip. I used to play the bounce with CCL and RCL, but got too busy to keep it up. Check out CCL and Norwegian financial history. Both had major problems and took on major investors. Star, Saudis, etc... RCL has always stayed clean. I am a bit political and feel that this "pandemic", energy crisis, and inflation is only the beginning of crippling America. IMHO, Cruise lines, resorts, gaming, AirBNB are all luxuries that will continue constrict. The summer vacation bump was frustration and Covid money. I think this winter will be rough. RCL is in the best position to weather it. Me? I am focusing in RE investments and safe harbors for my cash. OK... Tesla too.... lol

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fxsoulbrotha

Well tbh I fell in love with the technology initially given that it is 100% green with water vapor as byproduct; there were very few like them (that's a game changer in terms of energy production). Here are a few of the many other reasons I invested: 1) They have patents granted in the US, Australia, China, Europe and is currently working on India. 2) Appointed Woosuk Kim as Chief Operating Officer (COO) and Board Director who has executed over $4 billion in mergers, acquisitions and joint ventures and recently worked at **SK Innovations** who are looking to invest billions of dollars into the green hydrogen industry (potential buyout/investor). Also, he has a clause in his contract that will earn him a sizable commission if he is able to uplist the company to Nasdaq. 3) Recently brought on board a distinguished scientist who is a bi-annual consultant for **Samsung** evaluating proposals from external scientists in the fields of solar energy, quantum-computing, electronics and more to determine if they are scientifically sound and suitable for integration with Samsung (potential buyout/partnership). 4) Partnered with the University of Iowa; the University of Michigan; InRedox; SCHMID Group; MSC Co. LTD; Geomatec; Ionomr Innovations; Chromis Technologies; Optimum Anode; and RuC2N. 5) The aforementioned Ionomr Innovations, who is partnered with HYSR, received $18 million from **Shell ventures** (exposure for potential buyout/meger/partnership). 6) Company is consistently hitting timeline milestones for commercialization as stated despite the slowdown from covid ([https://www.sunhydrogen.com/general-faq](https://www.sunhydrogen.com/general-faq)).

Gladjakker_

Mediterranean Shipping Company (MSC)

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Dull_Reindeer1223

I was going to answer the first paragraph but never finished my MSC in economics and finance so guess I'm not qualified

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GGprime

DAC and GOGL collapsed after IPO but still manage to pay out very high dividends many years later. HLAN and MSC pay out lower dividends, that's why the share price is climbing. The cycles are caused by dividend payouts which is nothing to be scared about. Where do you think the dividend cash is coming from?

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Bobdolezholez

Your MSC is less bragworthy than an MBA though. lol

Garlic_Adept

The top carriers like MSC,Maersk , CMA, run both their own vessels and charter. Zim on the other hand charters the majority of the ships (from companies like $dac) in a low rate market..the charters are cheap and gives advantage to Zim. On the other hand, in a high rate market...it's better to operate your own vessels as your cost is not driven by market forces. Zim locked in long term charters on high rates to secure vessels. Right now that's ok...but once the market freight rates fall..there is exposure there. To counter thus risk..Zim (and the competition) forced customers into long term contracts. These are technically enforceable contracts but if the markets moves down...customers are going to push to renegotiate. Will Zim be able to renegotiate their charter rates? Good question...probably not. The freight market should stay strong through 2022. I don't think relief comes in until Q4 2022.. Zim will continue to post nice numbers...but nobody wants to be the last one holding. Entry price...man this a tough one. This stock is very volatile. I think I'd like to see it settle somewhere for a some time before getting back in. I would still take a short position until at least the 40s. The dividends are nice but collecting $3.00 and watching your stock drop $6-$10 per share would not fun. Zim is a great stock to trade...these are just my thoughts.... it's been a great journey to watch this. I'll

lanceauloin_

>The reason for their incredible success is their proprietary Artificial Intelligence technology that they use for determining routes. This enabled them to avoid going to Los Angeles ports during congestion and re-route to other ports while everyone else floated out offshore of Long Beach! Sure buddy. Maersk, Hapag LLoyds, MSC, COSCO etc. don't use any advanced computational methods to route their ships, they just take their map, sextant and compass and hope for the best. ​ >The market doesn't even understand this stock. They are much more like a high growth technology stock that is incredibly profitable than a shipping stock. So suppose rates go down to 2018 levels, which is bound to happen (at least partially) with the FBX at ~ $1,000 (currently at ~ $9.2k). How will ZIM manage their "high growth"? They already operate ~ 1/20th of the major shipping tonnage. Competitors are highly competitive and established companies ? ZIM are redistributing their money, not reinvesting it for growth, cause they aren't retards. ​ You've been trying to pump this stock for 2 weeks now. Time to chill.

Ashkonmag1

Explanation: Going all in on these bad boys come market open on Monday, will post my positions at that point. If any of you apes wanna join feel free, % allocation is posted above. Below I’ll be posting my ape logic if you’re bored enough to read🦍❤️💎✊ Blue are the long term HODLs: HODL 1) TDOC -Online telehealth for docs, shot up because covid forced us online, lots of people seeing docs online. Covid went away, stock dropped to pre-covid prices, but the patients still using TDOC are significantly higher then pre-covid and medicine is moving more virtual so good medium/long term projection HODL 2) ELY -Top Golf… who doesn’t love it? HODL 3) MNMD -psychedelic medical space -psychiatry is doing a ton of research and moving more and more towards the use of psych medicine, while the price had been going lower and lower… could be painful in the short term.. but long term all we need is one new study/political bill in favor and it’ll print. -Optional Audible instead of MNMD: if psychedelics are too cool for you then MSOS is an index for US based cannabis companies, stand a lot to gain if congress continues to pass favorable bills.. high risk higher reward Red are our hedge positions: Hedge 1) ATVI - personal think this gaming company is garbage so there’s that, but the hedge is mainly due to it’s greeks, ie options stuff, the stock has been uber range bound ever since it got bought out, so because its price hasnt moved at all for a few months, its Implied Volatility (IV) is insanely low. So if we get in now and the market, or this stock, starts to get really choppy this put options IV will shoot up and we’ll profit Hedge 2) CDE -gold will shoot up/gold miners will shoot up even harder during a market crash, but wont drop too much during a bull market Stonks: 1) LGVN - In phase II clinical trial Alzheimer medication (mesenchymal stem cell) therapy -Currently nothing on the market to prevent/stop Alzheimers, and the mechanism of action for MSC’s that I’ve learned in nuero makes sense with how they plan on using the drug to treat it, plus I read the phase I clinical trial and the results were solid. - There are three phases for drug clinical trials before they’re brought to market. If this passes phase II which should happen over the next year or two, this will pump hundreds of percent. Only downside risk is in phase III, lots of promising drugs can fail here so if we get past phase II we’ll go back to the drawing boards on this one

Ashkonmag1

Going all in on these bad boys come market open on Monday, will post my positions at that point. If any of you apes wanna join feel free, % allocation is posted above. Below I’ll be posting my ape logic if you’re bored enough to read🦍❤️💎✊ Blue are the long term HODLs: HODL 1) TDOC -Online telehealth for docs, shot up because covid forced us online, lots of people seeing docs online. Covid went away, stock dropped to pre-covid prices, but the patients still using TDOC are significantly higher then pre-covid and medicine is moving more virtual so good medium/long term projection HODL 2) ELY -Top Golf… who doesn’t love it? HODL 3) MNMD -psychedelic medical space -psychiatry is doing a ton of research and moving more and more towards the use of psych medicine, while the price had been going lower and lower… could be painful in the short term.. but long term all we need is one new study/political bill in favor and it’ll print. -Optional Audible instead of MNMD: if psychedelics are too cool for you then MSOS is an index for US based cannabis companies, stand a lot to gain if congress continues to pass favorable bills.. high risk higher reward Red are our hedge positions: Hedge 1) ATVI - personal think this gaming company is garbage so there’s that, but the hedge is mainly due to it’s greeks, ie options stuff, the stock has been uber range bound ever since it got bought out, so because its price hasnt moved at all for a few months, its Implied Volatility (IV) is insanely low. So if we get in now and the market, or this stock, starts to get really choppy this put options IV will shoot up and we’ll profit Hedge 2) CDE -gold will shoot up/gold miners will shoot up even harder during a market crash, but wont drop too much during a bull market Stonks: 1) LGVN - In phase II clinical trial Alzheimer medication (mesenchymal stem cell) therapy -Currently nothing on the market to prevent/stop Alzheimers, and the mechanism of action for MSC’s that I’ve learned in nuero makes sense with how they plan on using the drug to treat it, plus I read the phase I clinical trial and the results were solid. - There are three phases for drug clinical trials before they’re brought to market. If this passes phase II which should happen over the next year or two, this will pump hundreds of percent. Only downside risk is in phase III, lots of promising drugs can fail here so if we get past phase II we’ll go back to the drawing boards on this one

Ashkonmag1

Going all in on these bad boys come market open on Monday, will post my positions at that point. If any of you apes wanna join feel free, % allocation is posted above. Below I’ll be posting my ape logic if you’re bored enough to read🦍❤️💎✊ Blue are the long term HODLs: HODL 1) TDOC -Online telehealth for docs, shot up because covid forced us online, lots of people seeing docs online. Covid went away, stock dropped to pre-covid prices, but the patients still using TDOC are significantly higher then pre-covid and medicine is moving more virtual so good medium/long term projection HODL 2) ELY -Top Golf… who doesn’t love it? HODL 3) MNMD -psychedelic medical space -psychiatry is doing a ton of research and moving more and more towards the use of psych medicine, while the price had been going lower and lower… could be painful in the short term.. but long term all we need is one new study/political bill in favor and it’ll print. -Optional Audible instead of MNMD: if psychedelics are too cool for you then MSOS is an index for US based cannabis companies, stand a lot to gain if congress continues to pass favorable bills.. high risk higher reward Red are our hedge positions: Hedge 1) ATVI - personal think this gaming company is garbage so there’s that, but the hedge is mainly due to it’s greeks, ie options stuff, the stock has been uber range bound ever since it got bought out, so because its price hasnt moved at all for a few months, its Implied Volatility (IV) is insanely low. So if we get in now and the market, or this stock, starts to get really choppy this put options IV will shoot up and we’ll profit Hedge 2) CDE -gold will shoot up/gold miners will shoot up even harder during a market crash, but wont drop too much during a bull market Stonks: 1) LGVN- - In phase II clinical trial Alzheimer medication (mesenchymal stem cell) therapy -Currently nothing on the market to prevent/stop Alzheimers, and the mechanism of action for MSC’s that I’ve learned in nuero makes sense with how they plan on using the drug to treat it, plus I read the phase I clinical trial and the results were solid. - There are three phases for drug clinical trials before they’re brought to market. If this passes phase II which should happen over the next year or two, this will pump hundreds of percent. Only downside risk is in phase III, lots of promising drugs can fail here so if we get past phase II we’ll go back to the drawing boards on this one

ZealousidealDriver63

Chewy Jeffries Agile New Age Safe-t iSun MSC

neldalover1987

I don’t know about all of their contractual obligations… I just know that dockworkers see a maersk, MSC, CMA container arrive into port and they have no clue where it came from.

Zhukov-74

Surely the MSC opens on Monday right?

Overhaul2977

Aluminum futures break another record high above $3,700 a ton in the first week of March, as disruptions to Russian supply added to already low inventories. The world's three biggest container lines, Swiss-headquartered MSC, Denmark's Maersk and France's CMA CGM suspended cargo shipments to and from Russia in response to Western sanctions on Moscow following its invasion of Ukraine. The moves follow similar decisions already taken by Singapore-headquartered Ocean Network Express and Germany's Hapag Lloyd. Russia’s aluminum production accounts for 6% of the world’s supply and natural gas is heavily used in producing electricity for energy-hungry aluminum smelters in Europe. Aluminum markets were already basking in the glow of continued robust demand, with the latest data showing LME warehouse inventories were at 809,750 tonnes, compared to nearly 2 million tonnes in March last year. ​ [https://tradingeconomics.com/commodity/aluminum](https://tradingeconomics.com/commodity/aluminum)

beerion

I'm more concerned about the moat aspect. The PLM, design, and simulation space is a lot more diluted than you'd think: Dassault Systemes, Ansys, Altair, MSC, and many more have their fingers in this pie. There is some switching costs, and network effect to some extent. But a lot of these are pretty interchangeable. These companies gush money in R&D spending to keep up with one another. I own Autodesk and Dassault Systemes (I like Dassault more), but I'm not expecting anything above market growth for the most part. The industry as a whole is attractive though. Just really saturated currently.

beerion

Yeah, it's actually a pretty crowded space. Add Autodesk, Siemens, Altair, MSC, and many others have varying products and solutions. I own Dassault and Autodesk. But it's hard to pick one winner out of the group.

BasedStingray

Chicken and Beef contracts are up significantly. I'm heavily involved in commercial fishing so I can only speak definitively to that. I've heard anecdotally from some beef buyers that prices have moved 40-50% YoY. I can guarantee that more (and significant) price increases are coming to retail quickly. This is just one example, and something ridiculous, but we use a lot of tape in our operation. I have received something between 15-20 individual price increases on fucking tape. Ocean and air freight shipping boxes are over 100% more expensive YoY and lead times are getting ridiculous. Ocean freight contracts I just signed are in some cases 85-90% from last year. Last year was already ludicrously higher than what we were doing in 2020. The CPI data for food is so far behind. Also, eat the fish at Aldi if its is MSC certified. Otherwise avoid. That's all

Impressive_Article64

You mean SRNE? Yes this will do...Would not be surprised, (if they finish only just a part of their pipeline), to jump 7x or even 10x. Can be next Moderna case. Even from technical point of view looks very bullish, to much shorted and far oversold. They have: COVISTIX REVENUE STREAM. Sales have recorded in Q4 of 2021 and will ramp up in Q1 of 2022. Europe, Central and South America, Canada, Japan and the US will follow. 30 million monthly test production near term and up to 100 mio if needed (1,2 bio test yearly potential)! COVIDROPS, COVI-MSC, COVISHIELD, ABIVERTINIB(cancer and Covid) news is expected in Q1 2022 as are more EUA's. SEMDEXA and ABIVERTINIB revenue expected in 2H of 2022. COVIDROPS is in phase 2 in the US and UK. Soon to enter a pediatric trial in Mexico. An Interim analysis of the UK out-patient trial is expected in January. COVI-MSC is in phase 2 trials in the US and Brazil The Brazilian study is pivotal. In Brazil it will be followed by a trial for long-haul Covid patients. Results in USA any day now out (finished trials in Nov). Fast track designation will follow just in few weeks while results are extremely good (100% so far - amazing yes), and will go in hand with FDA for immediate approval EUA. Blockbuster in this area. [https://clinicaltrials.gov/ct2/show/NCT04734860](https://clinicaltrials.gov/ct2/show/NCT04734860) On my list SRNE is among top picks. Therapeutics treatment will go to the moon this year. Stay well

guillermofa

#RCL /#CCL PUTS!!!!!!!! MSC Meraviglia #Cruise Ship Arrives Back in Port Canaveral With 169 Crew Members Positive

Adaptordie1776

Seems we have been cornered into having only the vaccine option to prevent Covid. How many of our congressmen and other leaders are invested in PFE or MRNA? There are several smaller biotech companies with top line products and at home test kits in development awaiting EUA and the FDA is slow walking ALL OF IT to give Pfizer and Moderna as big of a piece of the Covid market as possible while we peasants suffer the wrath. More mandates, more control, more division, more death and more money for two companies rather than expediting theraputics from companies like Sorrento (SRNE) with a whole pipeline of Covid products: nose drops that stop Covid in its tracks, rapid tests, Advertinib which treats the cytokine storm that causes death and MSC which is stem cell infusion that took 10 patients off of ventilators and out of icu walking out of the hospital in five days. Do we hear about these miracles? No… just about the backed and the unvaxed…

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namcmanus

medicinal signaling cells = MSC formerly known as mesenchymal stromal/stem cells, 2 other companies in this field Mesoblast Inc. (MESO) and Pluristem Therapeutics (PSTI) there are a number of medical clinics outside the US offering MSCs expanded from umbilical cord sourced cells, the FDA has not granted access for this type of treatment inside the US although there are independent clinics offering some form of MSC treatment mainly for joint restoration/rejenerative application for tissue injury. I don't know why this is such a high flier, pump and dump ?, maybe they have an inside track with the FDA

_unsolicited_advisor

Exactly, nothing new here. & this is mostly impacting shippers who don't have annual contracts with carriers, & who ultimately turn to freight forwarders/NVOCC's. Source: I lead the freight payment department at a large & expanding retailer in the US. We have annual contracts with several of the largest carriers (OOCL, Maersk, CMA, MOL, Hapag-Lloyd, MSC, Matson, etc), & we have agreed upon rates for many lanes, some less than $1,500 per container. But since business is good (hence expanding) we often go above the agreed upon capacity & have to pay higher rates for some containers, but never as much as $20K a container (not even half that). Effectively, if the carrier wants to maintain a long term relationship with a shipper, they will make sure they find space for your goods. In other words, this steep price increase is mostly impacting smaller companies that the carriers don't care about keeping a relationship with. Also, not sure how much news is out there yet about it, but some of the carriers are getting investigated for breaking contracts for exorbitant detention fees. For example, Hapag-Lloyd & CMA are 2 I know of with many large disputes going on, while some others (like OOCL & Matson) are seemingly keeping things legit. Maybe only a slap on the wrist will come from the regulators, but this is something that definitely can damage long term relationships with large shippers, & could ultimately lead to a decline in the long term

MacVanRainin

Sulky and demand. MSC and Lodestar ships just keep in easing our container shipping costs. No regulation against that unfortunately. So a container to V ancouver From Shanghai in January was $3000 usd. Now it's $12,000 usd. Blame the steamship lines. They have caused this knowing the demand far exceeds their capacity. Thus they crank.the rates every single month now for 11 months. And wait until the manufacturers calculate their new energy costs into production. This is just the beginning of hyper inflation for imported goods.

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fuckingdeliciousjr

Im up to 30K shares. YOLO! SRNE is going to Moon once the FDA approves Covi-stix, Covi-MSC, and the non opioid Steroid Injection. Its all about SRNE pipeling

atoastedcucumber

**RKLB -** 5-10 year hold. 1000 SP stock for sure, 50-100 EOY **SRNE-** 50 EOY with covistix rollout in USA + abivertinib + RTX pain therapy drug + Covi MSC vaccibody Literally just jacked to the tits with both waiting for the boom. $GAYMF down again, when will they learn

BrikenEnglz

Wow man, now your wifes boyfriend can take her to a cruise [around the world](https://www.msccruises.com/en-gl/Cruise-Destinations/MSC-World-Cruise-2022.aspx)

Siphen_

If only there was a cure... Like COVIDROPS and Covi-MSC, we could all get back to normal... Oh right there is a cure developed by SRNE. It's criminal that these trestments will not be available in pharmacies and ICU's when shool starts in a month. But hey let's keep pushing those vaccines, Keep giving the virus lots of hosts with a specific immune response and you will get another variant out of the vaccine pool. Eliminate the virus with SRNE treatments and you eliminate the ability to mutate in a host.

RadicalMeatBeater

Anybody know what’s up with MSC

stonks9595

The U.S. Navy, DARPA, Mayo clinic and Mount Sinai, would disagree with you. Covi-Stix EUA in Mexico, Phase 2 Covi-drops in UK. Phase 2 pivotal Covi-MSC in Brazil, I could go on and on.