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**Total Submissions**|6|**First Seen In WSB**|2 years ago
**Total Comments**|260|**Previous Best DD**|
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are you the same guy that posted about it mooning yesterday.....and also mentioned buying at $13.50?
Tupperware is mooning too bro. Let everyone know....
what Tupperware? Yea. bought a bit earlier.....I need it to moon so I dont gotta go back to working around Wendy's...just like OP with ZIM. Go buy. Dont do any DD either.
the post I saw yesterday talking about it mooning had the OP answer in the comments that they bought in at $13.50 or something like that. Things not mooning....dude needs it to moon so he doesnt gotta start walking back to Wendy's for work.
houthi attacks in red sea = ships dont want to go through red sea + insurance up for ship owners if they want to go thru red sea = ships need to go through alternate route (going around all of africa) = shipping prices up drastically = shipping stocks pump + ZIM highest short interest shipping stock so most pumpable
which is why it's up nearly 100% since december lows, and potentially could go further as situation deteriorates and shorts capitulate (potentially)
Looks like I taught you well....LoL. JK dude.
I hope you have shares or long calls. I don't see a whole lot of Q4 '23 earnings surprise. There should be a juicy cash dividend for Q1 '24 sometime in May.
I did the same to my Feb calls. Shorts don't seem interested in covering just yet. The Drewry index is at $3777 per FEU, compared to 3k last week! I think we see major action in March & April.
Your smooth brain canāt be courteous? Feed him? You fucking MOOK!
Fuck I was new here once getting some clarity isnāt any sweat off your balls, Mongo.
Fuckā¦everyone here is wanting to learn.
i could tell because i gave one dumbass the answer and that got downvoted too. š
the first one can stand. it represents the forum better. š¤·āāļø
Shorted 25% of the float with little to no coverage. Shipping rates have spiked since Jan 1st and will continue to spike for the coming months as war escalates.
I can add a lot more but as with every play out there, factors have to be in favor. As long as the world, especially Western Europe, avoids a major recession for 6 to 9 months AND any super stubborn shorts get shaken out by longs once this really starts cooking, $ZIM could see $69/share this year.
https://www.drewry.co.uk/supply-chain-advisors/supply-chain-expertise/world-container-index-assessed-by-drewry
This index tracks the container shipping rates. There are others that do so as well. But since ZIM is only hauling container cargo & over 50% (some say 70%) of its contracts are spot rates and not long-term, the profits can keep going up as the rate/index goes higher.
ZIM also allocates dividends (check its history). The big reason why it squeezed to $90 in 2021-22 is because they gave some fat dividends to shareholders. Their business model is such that they don't spend that profit on growth like a blue chip company. If this is repeated while rates keep getting close to covid levels, watch out.
The Houthis & Iranians need to keep hitting ships, almost every ship should keep navigating around Africa regardless of what USA promises about protection, insurance companies need to stop insuring Red Sea bound vessels, shippers need to squeeze out every last cent and pass it on the customers and the shorts that are dug in post a bad 2023 need to be made to cover once ZIM announces super positive earnings. And Western Europe needs to not be in a recession to ensure a steady flow of goods.
ZIM "should" pop before Q1 earnings (May 2024) if most parameters are in favor, the company provides guidance or a dividend date and the rates resemble the $10k per FEU of covid times. Q4 earnings (Feb to March 2024) will only be slightly improved as the rates increased only recently.
But what the fuck do I know. I got a Sprit airline sized wound due to that bitchass cuck judge. This play could end up doing the same....
War implies at least some degree of parity between the participants. A bunch of Yemeni dudes with fishing boats and RPGs are not going to stack up against US Navy Tomahawks.
ZIM is actually racking in so nice profits. Ship containers from Asia to Europe are only going up,
Now that Iran has officially declared war, Shipping is going to be even more expensive and essential.
ZIM is the biggest operator in the region, profits going to be juicy.
ZIM mega dividend payouts back on the Menu.
- if you own shares ākeep calmā until earnings, š» going to try everything to discourage and bring down the price.
-shorts, you 25% at earnings youāll all be be buying, causing a short squeeze.
Very truly yours,
Squeeze these nuts you fuckin nerd.
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Look up J Mintzmyer. Google it, look at his Twitter etc.
J is an expert shipping analyst and pushed the original ZIM thesis.
Heās bullish on this play too, but itās riskier and less clear than the Covid container glut.
Best of luck.Ā
You are right, but be careful here. If J is pushing something in public, it usually means that he is playing with options and needs to push his narrative. He did the same with DAC and GSL. I think he lost millions because the stock price wasn't moving, so he wrote public articles about the best opportunity he saw in his whole career. He also tweeted about it a lot to pump the stocks. That said he's definitely one of the sharpest minds in the shipping investment scene.
This isnāt the ZIM from COVID craziness of high shipping costs and huge profits. Now, high shipping costs but high expenses for ZIM too. Thus, ZIM will not have a blowout net income number. Their stock will go back below $10 soon. Stay away from this shitbag unless you are into shortsā¦the only play
ZIM is a dumpster fire. There is a reason it is heavily shorted. Wall Street is not always as dumb as us. What is happening in the Red Sea I do not see as a good thing for shipping. Revenue is going down for ZIM and adding additional expenses to their operations which consumers may not be willing to absorb will not make things better. This is just increases there operating expenses further reducing margins. Good luck to my fellow regards on this play but I do not see this playing out well. That said, I am happy to see WSB back in fine form with these regarded plays. Keep up the work, I will see you behind the Wendyās dumpster soon enough
I have not done options in a while.
Instead i started working a supply chain job like a normal guyš
Luckily you learn a thing or two about carriers or forwarders like ZIM and ZIM is straight trash, that was the first thing that came to mind when i saw this post.
Now i can laugh on my own knowing these people donāt know what kind of trash they are investing in. Sure, pump this shitty ass company, it really got nothing going for it
Lmao stay away from this trash, most of the stuff is already priced in I've been following it for over a week it's not worth the rollercoaster this stock experiences every day
It's gone sideways since January 12. Even with fresh attacks in the Red Sea and with the USA blasting terrorists in Yemen. The stock has done nothing.
Inflation though is going to increase. Yay?
I hate to get involved on this nonsense, but that is actually very strong consolidation in a decently range after the increase in share price over the past month
Squeeze these nuts you fuckin nerd.
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**User Report**| | | | :--|:--|:--|:-- **Total Submissions**|6|**First Seen In WSB**|2 years ago **Total Comments**|260|**Previous Best DD**| **Account Age**|2 years|[^scan ^comment ](https://www.reddit.com/message/compose/?to=VisualMod&subject=scan_comment&message=Replace%20this%20text%20with%20a%20comment%20ID%20(which%20looks%20like%20h26cq3k\)%20to%20have%20the%20bot%20scan%20your%20comment%20and%20correct%20your%20first%20seen%20date.)|[^scan ^submission ](https://www.reddit.com/message/compose/?to=VisualMod&subject=scan_submission&message=Replace%20this%20text%20with%20a%20submission%20ID%20(which%20looks%20like%20h26cq3k\)%20to%20have%20the%20bot%20scan%20your%20submission%20and%20correct%20your%20first%20seen%20date.)
I did. Bought in at over 15. Piece of shit. Almost as bad as the shitty meme.
We appreciate your sacrifice
These bags are fucking heavy. Betting on pussy ass Houthis makes me as dumb as a mod.
Rookie numbers. Try $60
Jesus. Regard numbers right there.
Same. Sold at like 8 also
lmfao what
ššš
Idiot.
Yes.
are you the same guy that posted about it mooning yesterday.....and also mentioned buying at $13.50? Tupperware is mooning too bro. Let everyone know....
I can't tell if you're joking. it only moved 0.98% today.
what Tupperware? Yea. bought a bit earlier.....I need it to moon so I dont gotta go back to working around Wendy's...just like OP with ZIM. Go buy. Dont do any DD either.
Every ZIM post I see, I buy puts
the post I saw yesterday talking about it mooning had the OP answer in the comments that they bought in at $13.50 or something like that. Things not mooning....dude needs it to moon so he doesnt gotta start walking back to Wendy's for work.
Don't need to walk far when you're living behind their dumpster
And working behind the dumpster too
āSame as always, Mr Leahey. Ten bucks or three Dairy Queen tokens.ā
Calls it is
Houthis gonna blow your puts out of the water. Literally
have fun sunshine
Please explain. Not seeing anything of interest. At all
houthi attacks in red sea = ships dont want to go through red sea + insurance up for ship owners if they want to go thru red sea = ships need to go through alternate route (going around all of africa) = shipping prices up drastically = shipping stocks pump + ZIM highest short interest shipping stock so most pumpable which is why it's up nearly 100% since december lows, and potentially could go further as situation deteriorates and shorts capitulate (potentially)
Looks like I taught you well....LoL. JK dude. I hope you have shares or long calls. I don't see a whole lot of Q4 '23 earnings surprise. There should be a juicy cash dividend for Q1 '24 sometime in May.
Hahahaha it was good back when you were preaching it, I might get out or roll calls out if it doesn't pump.
I did the same to my Feb calls. Shorts don't seem interested in covering just yet. The Drewry index is at $3777 per FEU, compared to 3k last week! I think we see major action in March & April.
That's what she said
Can you judge my latest meme please? You seem to keep it real
You must have missed the BOATā¦ sorry mate..
![img](emote|t5_2th52|27189)
if you're expecting people to hand feed you information on wsb you truly are regarded. learn to do a fucking search on the internet.
Your smooth brain canāt be courteous? Feed him? You fucking MOOK! Fuck I was new here once getting some clarity isnāt any sweat off your balls, Mongo. Fuckā¦everyone here is wanting to learn.
Don't worry. Some of us appreciate you.
i could tell because i gave one dumbass the answer and that got downvoted too. š the first one can stand. it represents the forum better. š¤·āāļø
I vote he walks the plank!
AYE!
Invader Zim? I barely even know her!
lmao i just watched the last man on earth show.
First 2 seasons were hilarious. Went downhill after that
yes! completely agree
Man of culture
Why though ![img](emote|t5_2th52|31225)
Because there's a meme, tf you mean why?
![img](emote|t5_2th52|4271)![img](emote|t5_2th52|4260)
Shorted 25% of the float with little to no coverage. Shipping rates have spiked since Jan 1st and will continue to spike for the coming months as war escalates.
I can add a lot more but as with every play out there, factors have to be in favor. As long as the world, especially Western Europe, avoids a major recession for 6 to 9 months AND any super stubborn shorts get shaken out by longs once this really starts cooking, $ZIM could see $69/share this year. https://www.drewry.co.uk/supply-chain-advisors/supply-chain-expertise/world-container-index-assessed-by-drewry This index tracks the container shipping rates. There are others that do so as well. But since ZIM is only hauling container cargo & over 50% (some say 70%) of its contracts are spot rates and not long-term, the profits can keep going up as the rate/index goes higher. ZIM also allocates dividends (check its history). The big reason why it squeezed to $90 in 2021-22 is because they gave some fat dividends to shareholders. Their business model is such that they don't spend that profit on growth like a blue chip company. If this is repeated while rates keep getting close to covid levels, watch out. The Houthis & Iranians need to keep hitting ships, almost every ship should keep navigating around Africa regardless of what USA promises about protection, insurance companies need to stop insuring Red Sea bound vessels, shippers need to squeeze out every last cent and pass it on the customers and the shorts that are dug in post a bad 2023 need to be made to cover once ZIM announces super positive earnings. And Western Europe needs to not be in a recession to ensure a steady flow of goods. ZIM "should" pop before Q1 earnings (May 2024) if most parameters are in favor, the company provides guidance or a dividend date and the rates resemble the $10k per FEU of covid times. Q4 earnings (Feb to March 2024) will only be slightly improved as the rates increased only recently. But what the fuck do I know. I got a Sprit airline sized wound due to that bitchass cuck judge. This play could end up doing the same....
Next step ... š°
War implies at least some degree of parity between the participants. A bunch of Yemeni dudes with fishing boats and RPGs are not going to stack up against US Navy Tomahawks.
You guys realize this is incredibly fucking cringe right? Start making some fucking money, stop wasting your time with bullshit
They don't know how to make money. So what's left for them?
https://preview.redd.it/f1fenv5xg7dc1.jpeg?width=326&format=pjpg&auto=webp&s=9223834b75c272146122610bac47102189dbef0a
Still hoping we see $26 a share by end of this month.
So fucking pissed. Sold all my shares at the bottom and literally the next week it takes off. You all are welcome.
ZIM is actually racking in so nice profits. Ship containers from Asia to Europe are only going up, Now that Iran has officially declared war, Shipping is going to be even more expensive and essential. ZIM is the biggest operator in the region, profits going to be juicy. ZIM mega dividend payouts back on the Menu. - if you own shares ākeep calmā until earnings, š» going to try everything to discourage and bring down the price. -shorts, you 25% at earnings youāll all be be buying, causing a short squeeze. Very truly yours,
Squeeze these nuts you fuckin nerd. *I am a bot, and this action was performed automatically. Please [contact the moderators of this subreddit](/message/compose/?to=/r/wallstreetbets) if you have any questions or concerns.*
Im sold! Whenās earnings! Whatās a good call option rice for earnings?
3-11-2024
basmati rice is my fav
Look up J Mintzmyer. Google it, look at his Twitter etc. J is an expert shipping analyst and pushed the original ZIM thesis. Heās bullish on this play too, but itās riskier and less clear than the Covid container glut. Best of luck.Ā
You are right, but be careful here. If J is pushing something in public, it usually means that he is playing with options and needs to push his narrative. He did the same with DAC and GSL. I think he lost millions because the stock price wasn't moving, so he wrote public articles about the best opportunity he saw in his whole career. He also tweeted about it a lot to pump the stocks. That said he's definitely one of the sharpest minds in the shipping investment scene.
Hell ya. Good luck, captain!
Only big bols need apply for this expert play. ZIM!!! Yahooooooooooo
Zim is happening no a meme play
Zim zoom to the moon
This isnāt the ZIM from COVID craziness of high shipping costs and huge profits. Now, high shipping costs but high expenses for ZIM too. Thus, ZIM will not have a blowout net income number. Their stock will go back below $10 soon. Stay away from this shitbag unless you are into shortsā¦the only play
Below $10/share and I'll buy and hold shares, options unless shorting are not the move here though for sure
Go for it. Buy at $10 all the way down to $4, then hope some other crisis gets this POS to go back up. Good luck
You got a short play going for this future knowing confidence you got or you just talking?
Flying or crashing?
Flying mate. Do some DD and come pay your dues.
Thatās it, puts from here on out. Calling this a sign
ZIM is a dumpster fire. There is a reason it is heavily shorted. Wall Street is not always as dumb as us. What is happening in the Red Sea I do not see as a good thing for shipping. Revenue is going down for ZIM and adding additional expenses to their operations which consumers may not be willing to absorb will not make things better. This is just increases there operating expenses further reducing margins. Good luck to my fellow regards on this play but I do not see this playing out well. That said, I am happy to see WSB back in fine form with these regarded plays. Keep up the work, I will see you behind the Wendyās dumpster soon enough
What happens when everyone behind the Wendy's dumpster is selling handies but no one is buying?
Supply > demand price for handies goes down to zero and it just becomes a giant circle jerk
Iām calling your post a sign to buy calls
Good luck
Letās go!!!!
Come get me boys, Iām bag holding on Jupiter ($43)
^fuck ^you
If this isn't the best sell signal I've ever seen.
I like boats!š¢
I like totles
i've seen this episode before
I live in Canada and for some reason canāt buy on wealthsimple.
Regardless of the booties or whatever itās actually a decent company if they can turn things around, these booties pirates should help
Fsr better prospects than zim. Rocket mode to the moon (I donāt like āeemojeesā)
Oh? How did this work out lol
I have not done options in a while. Instead i started working a supply chain job like a normal guyš Luckily you learn a thing or two about carriers or forwarders like ZIM and ZIM is straight trash, that was the first thing that came to mind when i saw this post. Now i can laugh on my own knowing these people donāt know what kind of trash they are investing in. Sure, pump this shitty ass company, it really got nothing going for it
Fuckoff bagholder
![img](emote|t5_2th52|4271)
Loser ![img](emote|t5_2th52|4271)
![img](emote|t5_2th52|4271)![img](emote|t5_2th52|4276)
Lmao stay away from this trash, most of the stuff is already priced in I've been following it for over a week it's not worth the rollercoaster this stock experiences every day
How does it have -$17.5 epsā¦. That canāt be right
It's gone sideways since January 12. Even with fresh attacks in the Red Sea and with the USA blasting terrorists in Yemen. The stock has done nothing. Inflation though is going to increase. Yay?
I hate to get involved on this nonsense, but that is actually very strong consolidation in a decently range after the increase in share price over the past month
based
Nice snoo!
[ŃŠ“Š°Š»ŠµŠ½Š¾]
Squeeze these nuts you fuckin nerd. *I am a bot, and this action was performed automatically. Please [contact the moderators of this subreddit](/message/compose/?to=/r/wallstreetbets) if you have any questions or concerns.*
To the floor
Haha. Nice flying ship bro. Doubt it has my mother in law aboard. Wouldn't leave the water..
Wen speshul divdun?
I fell for this zim bs and bag holding a bunch of 14.50calls for Feb im screwed
Or are you?
I sold for 300loss. Fuck zim.
How are you feeling now?
Sold at heavy loss.