"Anybody who tells you money is the root of all evil...doesn't f'ing have any!" - Jim Young
Joined May 2024
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$ZIM EC rates drifting down again this week but Q4 is shaping up as the best quarter since 2022. ~70% of the window is booked at rates that never dipped below today's level, and transpacific is back in 2021 territory. A soft November can't undo that. Q4 is already in the bag.
$ZIM Same playbook, one year apart?
Sparta 24
Q3 2025: 950K shares, then the Nov activist letter and board seats.
Q3 2026: 38K shares, then the Oct 1 “>10%” letter demanding a vote on a revised Hapag deal.
🤷♂️ 😎
teapawt.org/ROICRHODES/status/1981…
They're baaaack...
$ZIM 10/4 13F - Sparta 24, part of the More/Reading/Naor activist group that blocked Glickman’s 2025 buyout, is back! 38,485 shares after a full Q1 exit.
Tiny, but timed with the >10% holder letter demanding a vote on any revised HL deal🧐. Smoke = 🔥 again??
worldcargonews.com/news/2026… ONE (NYK/MOL/K Line) lifts FY26 profit guide to $2.0B from $900M, second raise this year.
Jul-Sep NI $1.31B vs $285M LY.
Transpacific did the heavy lifting.
If ONE can double guidance on Transpacific, $ZIM's Q3 call should rhyme.
Schedule reliability at 52.1% says the network is still clogged. Ships freed by the Red Sea return get absorbed restoring schedules first, and carriers are pushing rates higher. That’s not what overcapacity looks like. $ZIM
Israeli firm Harel Insurance added 114K $ZIM shares in Q3 (+25.7%), marked near $29 vs the $35 deal price, while most ministries opposed the sale.
An Israeli insurer reading the same Hebrew press isn't loading up for the arb. Reads more like a bet on standalone value and divvys.
Lars Jensen said on his pod to forget the seasonal TP slump. Rates will ease a touch, then slide right into a CNY peak.
$ZIM isn't waiting around. It is launching a new China to LA service to cash in while rates are hot.
Q4 is locked and loaded. Q1 is looking very promising.
$ZIM announced ZX3 Shanghai/Xiamen to LA starting in December. 12 days direct, best-in-market 15 days from Xiamen. That takes its premium expedited network to 7 weekly departures from China and Vietnam.
Dedicated berth at the Port of LA, dedicated chassis, no appointment needed.
$ZIM WC held last weeks gains while EC burped a bit. EC still holding at almost $10,000 which is nuts at this point😎
$ZIM TP rates just made new 12-month highs...again🔥🔥🔥
NYFI Asia-USEC $10,125
NYFI Asia-USWC $7,725
Late October is when peak season is supposed to fade. Instead both coasts are ~4x where they were a year ago...and still climbing 📈.
Q4 divvy gonna be nicey😎
$ZIM First week with some pressure being shown on rates. Still holding at extremely high levels...
$ZIM short interest is now a minuscule 2.35% of the float. Lowest since 2021.
Peak was 25.4M shares last Nov. Golden share risk rose all summer and nobody re-shorted it.
The float is protected.💪💪
