ZIM

Traditional-Fee5773

Lost ~9k on ZIM, moved to TMC - currently break even. Foolishly optimistic for huge gains

Meth_taboo

I’d start to buy land, cattle, grain and cattle futures mainly… Avoid AI heavy bets short-term: AI demand may stay high, but if chip supplies are wrecked, short-term valuations could crater. Increase exposure to: Defense: RTX, LMT, NOC, PLTR Domestic chipmakers: INTC, AMD (but cautiously), GlobalFoundries Energy: Especially LNG & U.S. natural gas plays. War in the Pacific spikes energy needs and disrupts sea lanes. Shipping & logistics: Think Maersk, ZIM, or inland rail. Rerouting goods around conflict zones becomes critical. Gold & cash equivalents: Obvious for liquidity and hedging. Business / Manufacturing Strategy Reshore or diversify supply chains now: Prioritize suppliers outside China + Taiwan: Mexico, India, Vietnam, Eastern Europe Build dual tooling capability or design for substitution with alternative chipsets (even if lower spec) Prestock hard to source components especially semiconductors, sensors, and passive electronics. Start building “China+1” partner networks even if more expensive short-term. Market Strategy (if you’re in B2B or manufacturing) Focus on product lines less dependent on cutting edge chips. Lock in longterm contracts with chip suppliers or distributors in safer jurisdictions. Hedge critical components (via inventory or financial derivatives, if possible). Personal Life Geographic hedging. If you live or operate on the U.S. West Coast (esp. ports), understand the economic impact and security concerns of a Pacific war. Cyber resilience Expect major cyber warfare. Back up critical personal data, harden devices. Physical resilience Energy volatility Supply shocks (esp. electronics, vehicles, food) Internet disruptions (Taiwan is a major cable junction) Geopolitical Optionality Make friends in D.C. or stay close to defense/intel policy circles there will be massive capital, contracts, and opportunities flowing in wartime. If you’re entrepreneurial, prepare to pivot into Cybersecurity Alttech infrastructure Domestic manufacturing of precision components Energy infrastructure (especially grid hardening) Own land near inland logistics hubs (Kansas City, Dallas, Memphis, Chicago). Start a side business that builds redundancy. Think local food, decentralized power (solar/battery), consumable parts manufacturing. If GPUs dry up, lower spec compute and edge processing will explode in value.

Negative-River-2865

Look at ZIM xD

420Under_Where

I have been considering making a ZIM BABA WAY portfolio

uncivilized_lord

No calls outs or shorting. Only going long. Mistakes - OP : Wrongly bought at the peak of its hype. Just waiting to offload. LMT, RTX: War hype. Now hoping that LMT’s Golden dome and RMT’s deals with EU will drive up the price. ZIM: Shipping always gives decent dividends. Got this thinking I’ll dump after the price will go up. Just went down. For now at least I am getting dividends. AAPL: Disappointment after disappointment. Hoping September (iPhone 17) will change direction. Wins - NVDA: Bought at a low price and doing good for now. Should have bought a lot more, but still pretty good. It’s carrying my entire portfolio to green.

Narrow-Height9477

This is not financial advice. But, my personal small plays. I’m currently keeping an eye on and dabbling in: FLNC BULL NAT ZIM IINC

Pharmacologist72

$BULL - better app and product versus Robinhood. Already profitable and still reasonably priced. Hard to borrow shares and right now Fidelity is paying me 49% interest to borrow my shares. IPO turned this into a meme stock and pumped to $60. Huge upside potential for a real company. Especially if you missed out on HOOD and COIN. $ZIM - Israeli shipping company and dividend machine. Just make sure you file the required tax form to get full dividend. They don’t own their own fleet - that to me is a good thing. Some will argue otherwise. Most of the stocks recommended here are not things I would buy. YMMV and this is not financial advice.

Such_Region2724

ZIM options move goofy, always giving my port a stroke

Cockballzz

Thank you irrational market ZIM is on discount. Got 115k on that 💰

Such_Region2724

all these cliffs...RKLB MP ZIM

SchwiftySchwifferson

ZIM Not war stock, but Israeli shipping company. It’s been on the decline a few weeks

primaboy1

ZIM buy and thank me later

SchwiftySchwifferson

Instead my dumbass got ZIM puts

QanonQuinoa

Whoever’s holding ZIM calls 🖕

primaboy1

ZIM shipping going to blast 💥

Arckjo

Good points! IMPP definitely looks stronger on paper with big rev, no debt, and trading way below book value. But ICON’s more of a microcap play with upside if dry bulk rates stay strong. They’ve added ships, locked in charters, and still have credit capacity left. Different sectors too! IMPP’s in oil transport, while SBLK/ZIM are dry bulk and containers. Depends what kind of shipping exposure you’re looking for. Both have potential, just very different setups.

Ok_Cartoonist6749

ICON SP=2.25v(Rev Split) VS IMPP. SP=3.4 ICON MC=4.8 EV=19.8(Bad), Cash=946K Debt=15.93M ( V. Bad) Rev=5.3 M already overvalued compare to EV= value. Float=2.3 O/S=2.20M IMPP MC=155M EV=--113M (Undervalue) REV=139M EBTA + CASH=227M Debt=0 (V.Good) BV=13 (V.Good) O/S=34M float=11M only. It's trading 5X below its book.value. SP=3.40 X5=15 with Geo political tension n with TACO. Can anyone compare SBULK,SAFE BULKN ZIM WITH IMPP?

primaboy1

https://stocks.apple.com/symbol/ZIM

StaleFishsticks

Oil and ZIM gonna rip

SnooRegrets6428

ZIM and oil. Closure of strait

SnooRegrets6428

ZIM

StaleFishsticks

What does this mean for $ZIM????

ShellfishJelloFarts

!p ZIM

StaleFishsticks

HORMUz got hit. $ZIM!!!!

exposed_anus

ZIM puts

DoubleFamous5751

A normal day for ZIM, it’s one of the ruggiest stocks in the market

StaleFishsticks

Wtf $ZIM

Pink_Squadron_Medic

ZIM holders partying at the Golan Heights after work

StaleFishsticks

Missile news driving up $ZIM already? If this is where we are at now…. Any Red Sea action will take $ZIM back to its peak

MicroRootAI

This could definitely swing markets short-term. If Trump pulls off even a symbolic “cooling off” between Israel and Iran, expect VIX to drop and risk-on assets to catch a bid especially broad ETFs like VTI or VOO. But if it turns out to be vague posturing or falls apart, we might see a quick reversal. Energy stocks and defense contractors could stay volatile either way. Watching oil, shipping (e.g. $ZIM), and airlines closely this week.

EnderBenji

Should I YOLO 4DTE bullish $ZIM ?

futilehabit

Wonder if that's good for my ZIM puts or not. I never know what'll actually cause shipping stocks to decline. They seem to be pretty nimble at jacking up their costs for any disruptions.

Professional_Ad_346

Long $USO, $GLD and $ZIM

Cockballzz

ZIM

namtab00

$ZIM

kushdaddyO101

$ZIM

the_macagameianut

Don’t play earnings calls. There’s never any need to gamble of those things. They’re always 50/50. Wait. Like ORCL. Two big green D1 candles in a row after earnings. Market plunges today and it barely dips. Get some damn ORCL calls on Monday. ZIM a few weeks back. Plummets like a goddamn stone two days after earnings (see also LULU). Amazing short. Don’t gamble on earnings. Wait for IV crush and all that bs to die down and catch the direction the institutions are playing. If there’s no movement, stay away. But a lot of times they either want in or out and steadily adjust their positions. Some of the best swing trades I get are post earnings grinders up or down.

Pink_Squadron_Medic

Zionist ZIM holders knew about the strike

barbpatch

Anyone watching ZIM this coming week?

VoidMageZero

ZIM is up almost 6% today, interesting

narayan77

ZIM shipping, notice how its a green in a sea of red.

ShroomGrown

ZIM up?

OrdinaryReasonable63

Reckon it’s time again to start a position in ZIM tomorrow

BaBooofaboof

Wrong, net debt is 2.49B total debt is 6.01b Cash is 1.54b and Cash + Investments are 2.31b Free cashflow from this Q1 is 655m Operating cashflow is 855m Debt is not an issue for ZIM, at ALL. It will take a couple quarters to clear their net debt. Which they DO NOT HAVE.

BaBooofaboof

ZIM heavily discounted shipping stock.

isinkthereforeiswam

MU micron earnings coming out late june. Analysts estimate it'll be good. I bought in last week. EU defense sector is still rising, bc trump keeps saying he'll pull out of NATO and leave europe facing russia. Can either do an etf on it or buy individual stocks (rolls royce, bae systems, rheinmetal, etc) Trump is "meeting" w china soon. I noticed ZIM and Matson went up a bit. There's also 2 big chip stocks trump said wouldn't be allowed to do bus w china until deals. They dropped like 10% on the announcement. Last time trump "made a deal" w china shipping stocks, amazon and others bumped up. It's basically trump pump n dump action. Folks may be getting desensatized to it, and fluctuations may not happen as much. Big drug producers have also been threatened with tariffs "in 30 days" i think 15 days ago. Drug stocks have been down for a bit, but if there's a magical weekend announcement of a,deal they'll prob go up.

ExpressionDeep6256

One stock. ZIM. Now it is low, and it will spike after the war. Sell at 80$

AwareDiscipline6772

I like ZIM. Its a stock I will never sell, and its dividend pays me every 3 months. You could by about 240-250 shares and it would pay you a solid $400 or so each quarter, with a bigger payout at the end of the year. It's the only stock I have a sizable holding in as I am terrible at trading stocks. When ever they make a profit, they pay out 30-40% in dividends. I really like the Admiral who is the CEO of the company. I like how he paid off the houthi rebels so he can ship through the Red Sea without being attacked. I like the fact Jim Cramer hates the stock. I like how they lease there ships and adjust there fleet size as needed. I don't like there double taxation, but I have made enough in dividends, that I accept that not everything is perfect. Its not super sexy, but it's the stock for me.

Full-Passage4412

I had HUM 225 puts and ZIM 17.5 puts for earnings. They actually did hit those prices, but my timing was off so I was still wrong ... sigh

Wild_Shoe5548

Lol I work for one of the top freight forwarders in the world. If you actually did some research (or even a simple google search) you’d see that ZIM isn’t even in the top 5 carriers…. They are container ships.. they all carry a high volume 😂 if you look into it it’s actually VERY easy to see why they aren’t trading higher. To add; shipping changes based on supply and demand its not a steady business by any means. Beating or meeting earnings since covid is not a hard thing to do considering the entire shipping market is inflated. Ex: prior go covid a shipping container from china was maybe 800USD depending on the routing. Now it’s at about 7k and rising once again.

Wild_Shoe5548

Freighter forwarder here, ZIM isn’t used much with the companies i’ve worked with. HPL, OOCL, ONE are far more used. But overall i’d say stay away from container lines altogether. The only reason they are making money is because they are all manipulating the market. Them beating estimates is quite literally useless. There are far better companies for you to waste your time with.

jhoppy10

Google ZIM CEO and you will find your answer

planpunchinface

Time to buy ZIM.

the_macagameianut

IV crush seldom makes playing earnings worth it. I like the second day after earnings play especially if it closes above or below the earnings candle. Institutions either want in or to unload. If they don’t know what they want after earnings, stay the hell away. Look at ZIM. Great earnings. Rockets up. What happened two days later? Amazing short. Institutions can’t unload a shipping company in a tariff and supply chain crunch fast enough.

tedl2000

This stock is only going down due to shorts and people like Jim Cramer who are totally wrong 90% of the time. Ex-dividend is on June 2nd so you all need to get in by May 29th to settle in time for the huge dividend. I just bought 26,300 shares on the gap down in my retirement account for income purposes. I know people there and ZIM is going to kill it again next quarter and will be in the low 20s by July. It is time to squeeze the shorts out with long positions making them pay huge margin calls.

Full-Passage4412

Recovered approximately 40% from my ZIM puts for earnings, got $350 back to yolo into more earnings!

race2prosperity

You need to be on the ball when you've invested in companies such as ZIM that are highly exposed to international affairs, conflicts, trade wars ecetera. They only jumped recently because of the onslaught of orders from China to US after they announced that tariffs would be reduced after representatives from China and the US met. Before that, they were about 13$ per share?

planpunchinface

I like the stock as well. Shipping companies have had a bad rep for some time and deservingly so but ZIM might turn out to be a great steal.

PsychologicalPeak656

ZIM is truly a hiddenn gem in the crypto world. Don't sleep on this onone, it's definitely on the riise.

Such_Region2724

are ZIM bros who were hyping it up yesterday doing okay

pinghing

Knew I should played ZIM

Gom_KBull

im slowly hoarding more and more ZIM. call me captain gayhab.

RStainless

This is a good list: HIMS, VST, NVDA, APP, ZIM, AVGO, CEG, META, OKLO, TEM; I've put money into these stocks for my grand kids. Putting money into an ETF will cost you not only what the broker makes initially but every year. By the way I would consider ATI over ZIM.

Solo_Ohara

ZIM

ShellfishJelloFarts

!p ZIM

Solo_Ohara

ZIM

Solo_Ohara

ZIM on the move 💸

Syab_of_Caltrops

ZIM casually up 12% while the rest of the market is red, what a clown company 

Draconian_Soldier

Damn it, why didn't I go all in on ZIM?  Of course they would rally like crazy

nateyp123

Why won’t my ZIM puts print ?

touchmyfoodidareyou

I wanna trade ZIM and UNH aber I seriously don't know which direction 

Separate_Fold5168

ZIM is gonna shit bloody diarrhea this morning isn't it.

Many_Present_9039

Like I said to someone else in this thread. If you’re not comfortable purchasing stocks, then consider something like FDGRX. It follows the S&P 500 and has the majority of the mag seven stocks. I think analyst they’re giving it somewhere around a 90% five year forecast and I believe it has a 9% annual dividend, which is pretty good. If he chose to go this route, consider setting the dividend up so that it reinvested itself. When you turn 60, you can turn off the dividend reinvestment and use it for passive income. A sidenote, stocks that pay a high dividend. They’re very good for passive income during retirement. An example would be ZIM, it pays a high dividend and also has a decent annual yield. The nice thing about dividends is most states. Do not text them, they’re only tax on the federal level.

Many_Present_9039

Most financial advisors don’t have the capability to do five year forecast, company valuations and in most cases could not interpret a 10K report. Like I said, I have no gain in giving guidance to someone, other than I’d like to help people be successful. There’s also stocks on that list that are not extremely expensive. A good example is ZIM it has an 80% five year forecast and the great thing about it. is it pays a 39% dividend. If you buy the stock set it up so that the dividend reinvest itself in stock and overtime it will compound and you will do very well.

Many_Present_9039

Here’s the inside information from a fiduciary business owner. I manage investments of high net worth trust funds. This is not financial advice, just suggestions for you to consider. Your financial advisor is putting your money in ETF because he gets a commission, plus a capital management fee, and most likely a growth fee, not because they’re best for you. Ask your financial advisor what his trailer fee (commission) is and what the five year forecast is. ETF’s and mutual funds are designed to make the ETF managers and mutual fund managers money and pay a commission to advisor that put your money into the fund. Don’t get me wrong you can still make money, but not nearly as much as you would make if you invested directly into a stock that doesn’t have a commission. Again, this is not financial advice, but something for you to consider and look into to make the best of your hard earned money. Here are 10 stocks with high growth potential for you to look into. Your financial advisor will advise you not to do this because he doesn’t make a commission, his excuse will be the market is volatile. HIMS, VST, NVDA, APP, ZIM, AVGO, CEG, META, OKLO, TEM. My business is a family office/fiduciary and I have taken over many portfolios that were managed by financial advisors like yours they make a profit, even when their customers aren’t making a profit. I’ve taken these portfolios and tripled them in value. I have nothing to gain from the information I’ve shared, it’s coming from the perspective of hating to see people get ripped off and take advantage of. Consider opening your own brokerage account. Look into Fidelity, Charles Schwab or JP Morgan Chase, and invest the money yourself. All the profit will go to you and not your predatory financial advisor. These are websites that you can use to do your own due diligence. [Wallet Invester](https://walletinvestor.com/) [finance charts](https://financecharts.com) I wish you the best, be smart with your money.

touchmyfoodidareyou

so anyone interested in trading ZIM? if yes, what's your play?

Other_girl_1

ZIM has been known to pause their dividends, which is actually the best time to buy because most people dump the stock

bobsacamano19

calls on ZIM. no DD, just vibes

doroknoth

fuck it, ball up top calls or puts on ZIM?

Prestigious_Chard_90

ZIM is a shipping company. It went up after the tariff pause. I'm not smart enough to guess where it will go next week.

FourteenthCylon

ZIM is actually one of the more sensible and trustworthy shipping companies, even though it did turn into the mother of all dividend traps for awhile. Be glad that DRYS finally got taken out behind an alley and beaten to death with a pipe wrench.

ParrotMafia

Damn you ZIM

NoviceAxeMan

ZIM

Full-Passage4412

Here I go again, I think I'm like 1 for 10 on earnings. This time ... ZIM puts 2 weeks out. Inverse me!

Educational_Bend_618

3 years later, ZIM is still priced at a P/E of 1 and has a 40% yield... I get the spot market and spread model as well as the market being forward looking, but I just can't wrap my head around this pricing.

Key_Yesterday5264

I like ZIM, more risky but fat divident

ArthurDentsBlueTowel

I’m tempted to buy in based on the EPS and P/E alone, but looking at the ZIM message board it’s literally filled with exclusively morons. Not sure that’s a club I want to join… Sir Charge.

lostredditorlurking

ZIM gang is back, shipping price will for sure increase like Covid in these next couple weeks 

1kfreedom

Practiced some discipline. Sold 50% of ZIM and CELH calls when they doubled this morning. Now I can be productive (i.e. not stare at a monitor watching candles go by and begging to break even on a trade with money I can't afford to lose).

1kfreedom

Anyone help me out rq? Finviz says for $ZIM 200 day is 18.94 But Tradingview is showing 17.19 but maybe I used the wrong settings lol. What are you showing? Because if ZIM has retaken the 200 before earnings that is good news. Thanks!

Avocadonot

It is not as simple as that, if I remember correctly ZIM operates mainly on contracts that are locked in for months and aren't really exposed to short term price changes

1kfreedom

Peter Sand, chief shipping analyst at Xeneta, warns the surge will lead to a spike in ocean freight prices. "Ocean freight could be up to 20% in the short term from China to the U.S. West Coast," said Sand. That would be coming off a major decline in rates. According to Xeneta, average spot rates are down 56% and 48% from China to the U.S. West Coast and U.S. East Coast since January 1. [https://www.nbcchicago.com/news/business/money-report/trump-china-trade-deal-tariff-pause-means-new-surge-in-freight-shipments-and-higher-prices/3743603/](https://www.nbcchicago.com/news/business/money-report/trump-china-trade-deal-tariff-pause-means-new-surge-in-freight-shipments-and-higher-prices/3743603/) I am sort of new to betting on ZIM so I am totally open to being corrected if I misunderstand what is going on. ZIM reports 5/19 - my plan is to bail on calls by Friday. Maybe keep one to see what the forecast looks like. ZIM has entered the gap on the one day and could fill it before earnings.

Avocadonot

Where are you seeing this? Last time I was in ZIM, it closely follosed the DREWRY shipping index spit price trend which is not currently looking good

1kfreedom

I am going a bit aggressive (for me) on ZIM. Give me some re-assurance anyone else buying?

1kfreedom

ZIM has earnings 5/19. The earnings might not be great but the forecast might be good. ZIM focuses on shorter term market contracts vs long term. So if this China/US deal holds up it is reasonable to see it get some juicy contracts as suppliers/buyers try to catch up on deliveries. I got a few shares and grabbed a couple 20c 6/20. It closed inside the gap yesterday. So if it gap fills that is close to $18/share. Not financial advice.

J_Tuld

I think Putin is bluffing if you’re referring to the war in Ukraine. Unless, of course, Zelenskyy concedes territory captured by Russia. Thread I’m pulling is US/Gulf relations—current visit sidelines Israel after pulling back from Houthi air strikes ($1bn nuked to little success), leaving that shipping route expensive (i.e. highly profitable) for SBLK and ZIM. But the real catalyst for my bullish sentiments are the tariff pause. Big demand by importers and spot prices (ZIM) and BDI (SBLK) keep rising. Tl;dr I think it’s going to be a good 90 days for both and I’m looking forward to their earnings reports.

J_Tuld

Long SBLK & ZIM

hypeaze

ZIM?

strawberrypoptardz

oof, I bought gold futures and a couple options on Friday and got shredded on Sunday open if it makes you feel any better then I had puts on ES on 4/21 and was up and got greedy, it reversed on 4/22 then gapped up into the billion green days...I'm done shorting indices, single stock shorts are viable though, up on ZIM today

Such_Region2724

ZIM being up 21% at open gotta be the stupidest move in a day of silliness. just fumes on fumes