ZIM

Market_Monkey_

All reasonable points to consider. Again "New ZIM" will be in control of all the assets, shipping lanes, and operations that are important to national security so the portion of the ZIM operations Hapag is buying *in theory* won't weaken Israels sovereign priorities in the industry. Just as there are people within the Israeli government that oppose this merger there are also prominent Israeli economist and politicians who argue that the new structure will strengthen the state's position because, instead of relying on a publicly traded company with mostly foreign shareholders (which is what ZIM is right now) Israel would have a dedicated Israeli company with Israeli directors, an Israeli CEO, and the strategic fleet still under golden share rules.  We will see how it turns out. Certainly anything can happen with these deals hence the spread. I have conviction in a deal, hence why I've established my initial share position. However, I do always welcome differing perspectives. Appreciate the discourse, mate.

lucifer_alucard

Large shareholders can influence company's operations. And control of tablets and shipping lanes is important during war. Israel's concerns in this matter aren't unfounded. You think the US would be okay with China taking large stakes in companies critical to US national security? Israel might not outright say they'll block the merger. They could demand concessions deemed unreasonable. Getty and Shutterstock's deal fell apart because of demands the UK govt made. It happens. And if the deal is materially altered, there is a huge risk of the price dropping The Sakal group bid is sus. ZIM publicly announced the bidding process. If they wanted to, they could have participated from the start. So, why did they wait until the bidding process was complete? You also have to question if they have the necessary financing to pull this off. There seems to be a lot of doubt about it. In m&a, fake bids are not unheard of. Grindr founders just pulled that shit without solid financing to save themselves from getting margin called.

Market_Monkey_

Worthwhile points to consider. Hapag-Lloyd is a publicly traded company and the Saudi's and Qatar do own shares in Hapag ever since Hapag merged with UASC, but to say they have control of Hapag or its routes is overblown. They have no more control over Hapag's operations then any other shareholder of a public company. You're right that there have been multiple Israeli agencies voicing their concerns over the deal. There will always be political postering anytime you have a situation like this. It is to be expected that throughout negotiations with Israel additional concessions will be made, but again I believe it to quite unlikely they kill the deal. Lastly, the Ace in the hole. Let's consider the worse case scenario for Hapag Lloyd. The deal falls through and the merger is killed off. The second buyout offer is by Sakal Group, a 100% Israeli company located in Tel Aviv. So even if Hapag falls through the Sakal Group's offer (*which is for even more money*) has virtually no internal resistance. It'd be a buyout of an Israeli company by another Israeli company. Are there risks? Of course, no merger is without risk which is why the entire Merger Arbitrage industry exists in the first place. I'm buying shares, because I have reservations about closing timelines, but I am still confident ZIM will be bought out. Whether by Hapag or Sakal we will find out.

CornMonkey-Original

the ZIM year was so epic. . .

Market_Monkey_

$35/share does include the spinoff of the "New ZIM" assets. I tried finding more info on the FIMI/Hapag agreement, but they do not publicly disclose a purchase price for those carved out assets, if Hapag and FIMI came to some deal amongst themselves, or if FIMI gets it all for free. I find it hard to believe FIMI would get all those assets for free though. That would be a heck of steal for FIMI. Seems more plausible that Hapag and FIMI worked out some deal amongst themselves in private.

Market_Monkey_

Historically Israel will absolutely demand and insure that nation security comes first. They haven't vetoed a deal, but they will spend whatever time is required to make sure that is met. However, what gives me some confidence there won't be an excessive delay here is that Hapag-Lloyd worked specifically with FIMI (Israels largerest PE firm) to create the merger agreement and insure that all of Israels national security concerns will be met. The way the merger will go down Hapag-Lloyd gets the global shipping network, while FIMI owns and operates the Israeli strategic business that satisfies the government's requirements. So all aspects related to Israeli national security will strictly remain in control of an Israeli company. Some prominent Israeli economist and politicians actually argue that the new structure could strengthen the state's position because, instead of relying on a publicly traded company with mostly foreign shareholders Israel would have a dedicated Israeli company with Israeli directors, an Israeli CEO, and the strategic fleet still under golden share rules. That is a long winded answer for the Israeli side of things. lol As far as your last 2 questions, yes the US, EU, and some Asian countries need to approve, but the risk there is extremely low. Nobody including ZIM foresees any resistance from them. These sort of mergers in shipping are very common place. Really the only thing Hapag-Lloyd and ZIM need to overcome is confidently proving that the "New ZIM" company that will spinoff will meet Israeli national security concerns. Hopefully come Q3 results we get an update, but not likely much before then.

sharkykid

If you want a better arbitrage play off acquisition, $ZIM is $26 with a $35 acquisition price

Grouchy_Value7852

Heh, WU, WEN, ZIM, end of the alphabet in da bottom of my ROTH bag… imma dummy. KHC, CAG you know buy American… they’re top of my bag. Hahahaaa

crazybutthole

ZIM is going to be a wild ride. They are said to be negotiating a buy out I won't put in any money in that ticker until that gets sorted out

Foulwinde

Probably ZIM to start.

CumomEileen

Is anyone playing ZIM and the chance of one of these two takeover bids eventually getting all the required approvals?

CumomEileen

ZIM you useless piece of shit 

mneymaker

First ZIM, yesterday IREN and now NBIS. Lmao I am calling SEC for myself as well “Somebody hold me down” LMAO

Reasoned-Listener

ZIM will be north of 30 where it belongs. The $35 offer will go through but if not there’s a bid for $37.50 now. Free money.

surmoiFire

ZIM

opaqueambiguity

ZIM having a binding shareholder approved deal for buyout at 35 and a secondary offer for a buyout at 37.5 yet sitting at 26 is fucking insane

-Authorised-

ZIM? Tell me about it

m0rslan

so this is like ZIM ?

Voenker

ZIM is literally free money

Elrondel

So $ZIM popped off

Hiei2k7

If there's anything boat shipping going on this year, we're waiting on M&A from Hapag-Lloyd buying ZIM of Israel. That vote happens in 5 days and the current arbitrage is shy of $10 per share from offer.

Kaymish_

I bought into ZIM a bit after it IPOd. I sold it for about 10% total loss at the end of March. I otherwise haven't realized any other losses this year not counting options.

lrpepper

Interesting view. I just spent sometime researching this. ZIM came up as high risk high reward option. What do you think? Do you have any recommendations?

Crowleyer

ZIM and steel. Lol

psyb3r0

I found another play on ZIM. Sell Calls at $40 strike in Jan 21 2028 Collect some premium now and if the merger goes through before then your options die on the vine and you collect $35 a share. Only real risk is the merger falls dead and shipping rates drop and your stuck holding unless you buy out your contract. I've been riding ZIM since the IPO and with all the div I've collected so far it would have to drop below $10 for me to not break even. I held it through $7 so I'd probably continue to hold. Having it shoot up to $100 on Jan 21 2028 and forcing me to sell at $40 would make me wince but still an insanely profitable trade. (better than the merger deal) I don't think I'm missing anything here.

Gom_KBull

I wonder what this will imply for ZIM. I remember during supply shock 2020-2022 it had a strong multi year rally. I know the dynamics are different, but over all supply is shocked... 🤔

Asleep_Bet

I sold my ZIM the day after they announced selling like a real pro.

OsamaBagHolding

Haven't seen ZIM mentioned once, I'm disappointed

slackday

ZIM dividend is free money?

camarouge

A bit late now considering the buyout, but... ZIM Average price $10.32

Djpenguin681

Update for the skeptics: ZIM just confirmed the earnings date for Monday (3/9). They aren't doing a call or guidance because the $35.00 Hapag-Lloyd deal is the only thing that matters now. This is actually BULLISH for Friday. It means management is 100% focused on the buyout exit. We aren't gambling on a 'miss'—we're gambling on the Dubai Unhalting tomorrow forcing the shorts to cover before the weekend. The $35.00 floor is real, and $28.80 is a joke. 🚀🚢

Lets_review

Listen y'all. OP has the timeline all wrong, but he's not wrong about ZIM being undervalued with a merger backstop.  The shipping turmoil will cause container rates to increase. They were at profitable levels already. ZIM has a defined dividend plan with cash per share almost equal to their share price. 

Djpenguin681

Imagine quoting Peter Lynch while the Strait of Hormuz is literally padlocked. 🤡 You’re right, the deal closes late 2026—that’s the macro. But the gamma doesn't care about December. Here’s why $30 is a magnet by Friday: The 'Dubai Dam' Breaks Wednesday: UAE markets (DFM/ADX) have been halted since the weekend strikes. There is a massive backlog of regional funds that need to hedge shipping exposure now. When they unhalt Wednesday morning, the volume is going to shred this cent-shaving order book. War Risk Premiums: You think it’ll 'sit at these levels' while maritime insurers are literally pulling coverage? Freight rates are going parabolic. ZIM is the Israeli 'National Carrier'—they are the only ones with the balls to sail these routes right now. They aren't just shipping; they’re collecting 'Combat Pay' on every TEU. IV is Underpriced: Implied Volatility is at a 1st-percentile low. The market is pricing this like a boring merger, but the underlying asset is a shipping line in the middle of a decapitation strike on Iran. As soon as we touch $29.50, market makers have to delta-hedge, and that slingshots us past $30. Shorts are Trapped: 12% short interest with a $35.00 hard floor. If any news drops about the Knesset fast-tracking regulatory approval to secure 'emergency logistics,' this gaps to $33 overnight. Keep the fries warm for me, Peter Lynch. I’ll be busy buying the McDonald's franchise when these lottos print on Wednesday’s liquidity surge. 🚀🚢

Warrlock608

Bought some ZIM puts at market open expecting it to tank and it didn't. They expire 3 weeks out I might double down tomorrow.

Djpenguin681

Look, the 5% move to $30 is basically a 'gap fill' at this point. Here’s the math for the smooth-brains: The Arbitrage Gap is Stupid: Hapag-Lloyd already signed the $35.00 cash buyout. We’re trading at $28.50. That’s a 23% discount on a guaranteed exit. The only reason it’s suppressed is the 'War Risk' uncertainty, but the labor strike ended on the 24th. The biggest hurdle is gone. The 'Dubai Dam' Breaks Wednesday: UAE markets (DFM/ADX) have been halted since the weekend strikes. There is a massive backlog of regional hedge funds needing to hedge shipping exposure. When they unhalt Wednesday morning, the volume is going to shred the current cent-shaving order book. IV is Basement Level: Implied Volatility is sitting at like 33% (1st percentile). The market is literally sleeping on the fact that the Strait of Hormuz is closed and freight rates are going parabolic. As soon as ZIM touches $29.50, the market makers have to delta-hedge, and we get a gamma squeeze to $31+ before Friday. Emergency Shipper Status: ZIM is the official 'National Carrier' for Israel. They are the only ones getting 'War Risk' premiums right now while everyone else is anchored. $1.50 move is all we need. That’s a standard Tuesday for a shipping stock in a war zone. If you aren't long here, you're betting against a $35 buyout floor. Good luck with that."

pitchfork999

Can you ELI5 why ZIM can profit in this situation short term?

Djpenguin681

Look, the 5% move to $30 is basically a 'gap fill' at this point. Here’s the math for the smooth-brains: The Arbitrage Gap is Stupid: Hapag-Lloyd already signed the $35.00 cash buyout. We’re trading at $28.50. That’s a 23% discount on a guaranteed exit. The only reason it’s suppressed is the 'War Risk' uncertainty, but the labor strike ended on the 24th. The biggest hurdle is gone. The 'Dubai Dam' Breaks Wednesday: UAE markets (DFM/ADX) have been halted since the weekend strikes. There is a massive backlog of regional hedge funds needing to hedge shipping exposure. When they unhalt Wednesday morning, the volume is going to shred the current cent-shaving order book. IV is Basement Level: Implied Volatility is sitting at like 33% (1st percentile). The market is literally sleeping on the fact that the Strait of Hormuz is closed and freight rates are going parabolic. As soon as ZIM touches $29.50, the market makers have to delta-hedge, and we get a gamma squeeze to $31+ before Friday. Emergency Shipper Status: ZIM is the official 'National Carrier' for Israel. They are the only ones getting 'War Risk' premiums right now while everyone else is anchored. $1.50 move is all we need. That’s a standard Tuesday for a shipping stock in a war zone. If you aren't long here, you're betting against a $35 buyout floor. Good luck with that."

Djpenguin681

Look, the 5% move to $30 is basically a 'gap fill' at this point. Here’s the math for the smooth-brains: The Arbitrage Gap is Stupid: Hapag-Lloyd already signed the $35.00 cash buyout. We’re trading at $28.50. That’s a 23% discount on a guaranteed exit. The only reason it’s suppressed is the 'War Risk' uncertainty, but the labor strike ended on the 24th. The biggest hurdle is gone. The 'Dubai Dam' Breaks Wednesday: UAE markets (DFM/ADX) have been halted since the weekend strikes. There is a massive backlog of regional hedge funds needing to hedge shipping exposure. When they unhalt Wednesday morning, the volume is going to shred the current cent-shaving order book. IV is Basement Level: Implied Volatility is sitting at like 33% (1st percentile). The market is literally sleeping on the fact that the Strait of Hormuz is closed and freight rates are going parabolic. As soon as ZIM touches $29.50, the market makers have to delta-hedge, and we get a gamma squeeze to $31+ before Friday. Emergency Shipper Status: ZIM is the official 'National Carrier' for Israel. They are the only ones getting 'War Risk' premiums right now while everyone else is anchored. $1.50 move is all we need. That’s a standard Tuesday for a shipping stock in a war zone. If you aren't long here, you're betting against a $35 buyout floor. Good luck with that.

mneymaker

YES IT WAS! Like the ZIM play i had like 10 days ago from a random comment i saw. GL Bruh!

DougDHead4044

Must be good for ZIM business, I'm only guessing

ContributionNo3822

Thoughts on ZIM?

levraimonamibob

Who had those ZIM calls? you're winning son

warpedspockclone

Ever? Boy, let me tell you a story of how I ended up with a position in ZIM a few years back.... I, too, thought I had found free money in the options chain....

iamakarathereisaplac

Bought some DAC (shipping) earlier this year, but perhaps I should've gone for MATX or ZIM instead. 🤔

mneymaker

Experienced exactly the same with a few trading hours on ZIM last week. Original "DD" (random comment spotting) had to do with a completely different reason than the one it bounced +30% the next day.

Old_Boah

Close ZIM. Open up a ZYN. Dip and win.

solidsneeze

by that logic go for ZIM

shane6419

Congratulations on your success with ZIM!

neutralpoliticsbot

nice im not regarded enough to yolo on garbage like ZIM

DrWhatNoName

yup because we dont know how to value a company. To be honest, the whole market drastically undervalued ZIM.

MusingsAndMind

saw that closed ZIM position post and my old ass thought it was about Invader Zim

Traveshamockery27

ZIM, now that is a name I haven’t heard in a long time.

DivideThen4560

ZIM

Kimbyist

Love the AI generated image of your ZIM wins to go along with your celebration photo.

neorejjj

I had ZIM some years ago when Zacks told it was A tier. Kept on tanking after all the way. What a beauty. Happy at least one regard got lucky with it.

DivideThen4560

ZIM

DivideThen4560

Are ZIM calls a good play?

mneymaker

eyo can someone sell me ZIM 31C expiring today, i am feeling lucky

mneymaker

eyo sell me ZIM 31C expiring today Feb 20th for 0.01 i am feeling lucky

Bobyoucan

Puts on ZIM

Rizocon1

Any Israeli company like ZIM

LabyrinthLayers

Thinking about that dude that posted his 20k ZIM position. Just checked the tape and saw he exited for $275k 😩

SuspiciousYou9163

I feel the same way. Once I realized how many times I bought low and sold high on this one I started keeping a spreadsheet. Many of my sales were somewhat forced to avoid double taxes, but a lot were just buy between $12 - $16, sell around $21 - $22. Started 7/11/2023 and I'm up $58k on just ZIM. Unfortunately I didn't see a good buying opportunity right before this latest announcement so only have 251 shares average in at $22.60 now.

Voenker

"In a statement, ZIM Integrated Shipping Services Ltd. (NYSE:ZIM) said that it has entered into a definitive merger agreement, under which Hapag-Lloyd would acquire its shares at $35 apiece." Current share price is 28.32 USD Premarket.

NVDAismyg0d

Anyone get a nice 30x bagger on the ZIM acquisition? I was too busy losing money on Tesla puts 

MrLeaps

Here is OP’s entry, 500 contracts of ZIM 24c exp 2/27 @ 0.4 a pop at 12:33pm EST on Friday https://financhle.com/company/ZIM/options/O:ZIM260227C00024000?day=2026-02-13 Here is OP’s exit, 500 contracts @ 5.50 a pop at 9:32am EST today https://financhle.com/company/ZIM/options/O:ZIM260227C00024000?day=2026-02-17 This is insane work, well done.

itualisticSeppukA0S

ZIM is on my Yahoo Finance watchlist I've been eyeing it since two years ago from comments from here

OldAudience3125

You did the right thing. I bet they would attack on Juneteenth last year to fuck with the holiday, but in reality they did it on the 21st which is summer soltice. Made that bet 2 months prior. Aim for astrological events. Them Israelis love to make it prophetic. But good on you though, there's an eclipse tonight. Im up 10k to over 1.8mil since 2016 recognizing that Russiagate was Israelgate based on Flynns testimony. Just keep up the bet that we will be at war with Iran eventually. Im averaged at 65 RTX and sitting good with ZIM getting that offer. Suggest GNE also. Venezuela was an oil grab play before conflict with Iran 100%.

Deadsea3132

$ZIM September $35 calls are $0.20 do I buy or am I regarded? Buyout is $35/share

Deadsea3132

ZIM is at $27 per share rn. Buyout is $35/share. Do I just buy it now for guaranteed $35/share? Or am I regarded? Pls help

Same-Count5434

Unreal I swear to god Chat GPT told me to buy this stock on Oct 25th when I asked what stocks would have huge potential if it if Canada Increased its trade with Asia due to Tarrifs. I should start listening to AI more : [Oct 25, 2025 Chat GPT Query recommending ZIM](https://chatgpt.com/share/6994ab90-9dec-8011-892f-6b8383628b4f)

Thug_Nachos

The off hours rug pull that's going to happen to ZIM is going to be brutal.

mightychicken64

what kind of asshole full ports into ZIM

yofisherman123

Has ZIM reached top? Heard people were buying at $35 so loaded on $30 calls 

Got_Engineers

Congrats. wtf is a ZIM lol

mneymaker

meh i don't i ll be trading ZIM any time soon again + the ticker is going off list after the deal. Give me the Casino Cryboy, it's what describes the best when i lose and when i watch positions i didn't take ripping tha fck up

nomeacenadi

tiene que ver con la compra de ZIM por Hapag-Lloyd

iShitBloodandCumShit

Weak hands+algos shorting ZIM 🤣 see you boys at $35 EOY.

lyagusha

Hapag-Lloyd AG to Acquire ZIM, stock up 30% today. Lol a stock that went nowhere for a year, did not trade like say STNG or TEN (incidentally I should have held the former a little longer but was inexperienced with sector rotations)

iShitBloodandCumShit

I’ll baghold the shit out of ZIM for an additional 20% for a year lol.

iShitBloodandCumShit

Free $6/share on ZIM for anyone looking to HODL the dip. Algos are “selling the news”

Fukreddit011

ZIM free money

elcasar

why is ZIM up 32% today

iShitBloodandCumShit

ZIM getting purchased for $35/share. Currently trading at $29.15. Free money bros.

Fukreddit011

You go ZIM!

Fukreddit011

ZIM calls

Gom_KBull

The ONLY fucking thing im green af on are these ZIM leaps i just forgot i had LMAO

snackw

I hopped in ZIM early January on a 2/20 $25C and watched it fall nearly to $0.. glad i held

bigfanofbigtitties

Good thing I gout out of my ZIM 25c Apr at my -10% stop

Locke_____Lamora

Damn that ZIM calls dude gonna be up like 280k lucky cunt.

Koala_eiO

> you go from no trade between Iran and Israel, to a lot of trade between Iran and Israel, which makes a bullish case for ZIM in my opinion Now I am picturing ZIM vessels sailing on the vast ocean between Israel and Iran.

Koala_eiO

GG. How is your position now that ZIM hit 30$ and is going to be bought back at 35$?

Anonymustafar

Our Covid darling ZIM is going to be acquired 😔

Voenker

ZIM = free money

nikoEvil

Congratz to us! [https://investors.zim.com/news/news-details/2026/ZIM-to-be-Acquired-by-Hapag-Lloyd-for-35-00-per-Share-in-Cash-at-Aggregate-Cash-Consideration-of-Approximately-4-2-Billion-New-Israeli-Company-New-ZIM-to-Acquire-Portion-of-ZIMs-Business/default.aspx](https://investors.zim.com/news/news-details/2026/ZIM-to-be-Acquired-by-Hapag-Lloyd-for-35-00-per-Share-in-Cash-at-Aggregate-Cash-Consideration-of-Approximately-4-2-Billion-New-Israeli-Company-New-ZIM-to-Acquire-Portion-of-ZIMs-Business/default.aspx)

nikoEvil

So... about that buyout: [https://investors.zim.com/news/news-details/2026/ZIM-to-be-Acquired-by-Hapag-Lloyd-for-35-00-per-Share-in-Cash-at-Aggregate-Cash-Consideration-of-Approximately-4-2-Billion-New-Israeli-Company-New-ZIM-to-Acquire-Portion-of-ZIMs-Business/default.aspx](https://investors.zim.com/news/news-details/2026/ZIM-to-be-Acquired-by-Hapag-Lloyd-for-35-00-per-Share-in-Cash-at-Aggregate-Cash-Consideration-of-Approximately-4-2-Billion-New-Israeli-Company-New-ZIM-to-Acquire-Portion-of-ZIMs-Business/default.aspx)

nikoEvil

Tell me again how stupid my P&L is Chad: [https://investors.zim.com/news/news-details/2026/ZIM-to-be-Acquired-by-Hapag-Lloyd-for-35-00-per-Share-in-Cash-at-Aggregate-Cash-Consideration-of-Approximately-4-2-Billion-New-Israeli-Company-New-ZIM-to-Acquire-Portion-of-ZIMs-Business/default.aspx](https://investors.zim.com/news/news-details/2026/ZIM-to-be-Acquired-by-Hapag-Lloyd-for-35-00-per-Share-in-Cash-at-Aggregate-Cash-Consideration-of-Approximately-4-2-Billion-New-Israeli-Company-New-ZIM-to-Acquire-Portion-of-ZIMs-Business/default.aspx)

nikoEvil

So... about that gambling Chad: [https://investors.zim.com/news/news-details/2026/ZIM-to-be-Acquired-by-Hapag-Lloyd-for-35-00-per-Share-in-Cash-at-Aggregate-Cash-Consideration-of-Approximately-4-2-Billion-New-Israeli-Company-New-ZIM-to-Acquire-Portion-of-ZIMs-Business/default.aspx](https://investors.zim.com/news/news-details/2026/ZIM-to-be-Acquired-by-Hapag-Lloyd-for-35-00-per-Share-in-Cash-at-Aggregate-Cash-Consideration-of-Approximately-4-2-Billion-New-Israeli-Company-New-ZIM-to-Acquire-Portion-of-ZIMs-Business/default.aspx)

Voenker

$ZIM is zooming. 29.87 pre market, buyout is offered at 35. >Germany-based Hapag-Lloyd said Monday that it signed a deal to buy Zim for $35 a share in cash, a 58% premium to Zim’s closing price of $22.20 on Friday.

Voenker

ZIM to be Acquired by Hapag-Lloyd for $35.00 per Share in Cash at Aggregate Cash Consideration of Approximately $4.2 Billion; New Israeli Company, "New ZIM", to Acquire Portion of ZIM's Business