@Chuckyb22074706 Avatar @Chuckyb22074706 Chucky b

Chucky b posts on X about $zim, $maersk, $zims, $gsl the most. They currently have [---] followers and [---] posts still getting attention that total [-----] engagements in the last [--] hours.

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Social Influence

Social category influence stocks 44% finance 26% countries 4% celebrities 1% cryptocurrencies 1%

Social topic influence $zim #10, $maersk #2, $zims #1, $gsl 8%, strong 6%, share 5%, bullish 5%, $20share 5%, dividend 4%, short interest #75

Top accounts mentioned or mentioned by @splash247 @classsang @underthebalance @roicrhodes @markgroskyesq @joeriwestland @investyman @jhannisdahl @dmiko789 @christankerfund @bolstersleep @mikeyhamcheck @vladtenev @bim55314916 @jdepradoluengo @rsnedz @mikethomas361 @marvin2james

Top assets mentioned ZIM Integrated Shipping Services Ltd. (ZIM) Robinhood Markets, Inc. (HOOD) GameStop, Corp. (GME)

Top Social Posts

Top posts by engagements in the last [--] hours

"$ZIM Short interest as of Jan 15th was up [--] million shorts from Dec 31st as $ZIM share price continues it's inexorable march: 2026-01-15.19517253 2025-12-31.18502214"
X Link 2026-01-27T17:28Z [---] followers, [----] engagements

"Mid-size ships continue to gain in popularity as MSC and Evergreen place orders this week. $ZIM has at least [--] such newbuilds of 5-8K TEU capacity and at least [--] of these newbuilds are LNG. Others are oilys with scrubbers. via @splash_247 https://splash247.com/p=233604 https://splash247.com/p=233604"
X Link 2026-01-28T21:32Z [---] followers, [---] engagements

"It's likely to be long term Whac-a-mole. Hapag&Maersk: "Both carriers stress that safety remains the top priority with all transits supported by naval assistance under the EU NAVFOR Operation Aspides." $ZIM"
X Link 2026-02-04T06:12Z [---] followers, [---] engagements

"In [----] and again in [----] successive more restrictive review processes were adopted for foreign investments in Israel. Subsequent to this partnerships of 70% Indian/Adani ownership of port of Haifa and 75% Chinese/SIPG ownership of Haifa's container terminal approved $ZIM"
X Link 2026-02-05T20:24Z [---] followers, [----] engagements

"I think in about [--] weeks two of the biggest T-P liners COSCO and OOCL will start booking cargo to US that will incur about $500/FFE extra costs due to USTR. For them. $zim $maersk"
X Link 2025-08-07T15:46Z [---] followers, [---] engagements

"Article reveals coming capacity reduction on T-P to US soon. Also per OOCL Intra-Asia and LatAm are hot. $Zim has been growing in both. Meanwhile per $Maersk EU congestion will likely go on for years & liners buying back shares aggressively as Odd Couple Eli & RamiUngar sniff"
X Link 2025-08-23T18:16Z [---] followers, [----] engagements

"The multiplier effect of not just $ZIM's hi-value ships boxes etc. Zim has hi-value logistics terminal assets too. Giants like $Maersk are salivating for $ZIM assets. Shipping Companies Battle for Global Port Terminals Control Mariner News https://mariner.news/shipping-companies-battle-for-global-port-terminals-control-mariner-news/ https://mariner.news/shipping-companies-battle-for-global-port-terminals-control-mariner-news/"
X Link 2026-01-03T18:28Z [---] followers, [----] engagements

"@ClassSang @Splash_247 BTW by stupid cheap I'm also including the likes of $Maersk $GSL which I have good sized positions in but smaller than $ZIM. Between Covid and RS the wealth these companies have built is astonishing"
X Link 2026-01-14T20:09Z [---] followers, [---] engagements

"@MarkGroskyEsq Yes I think it's bullish. Yair Seroussi mentioned Port of Haifa to me when i did that call with him and Nir Epstein. I didn't grasp exactly what he was getting at that time but I believe he was referring to workaround for golden rule. $ZIM"
X Link 2026-02-05T20:54Z [---] followers, [---] engagements

"Liners are all: 1-Cash rich 2&3-Moving to ship ownership AND alternative fuels and 4- $Zim's smaller but valuable market share to the more vertical suitors ergo $ZIM'd be a great bolt-on for any liner and probably well worth a Gold share workaround for at least a few of them"
X Link 2026-01-30T17:02Z [---] followers, [----] engagements

"Same story. Like everyone Maersk & NPNYYs'(ONE) liner divisions both lost $ in Q4 but both overall were solidly profitable and are still buying newbuild boxships. They very much want their fleets to look more like $ZIM's Liners are all: 1-Cash rich 2&3-Moving to ship ownership AND alternative fuels and 4- $Zim's smaller but valuable market share to the more vertical suitors ergo $ZIM'd be a great bolt-on for any liner and probably well worth a Gold share workaround for at least a few of them. Liners are all: 1-Cash rich 2&3-Moving to ship ownership AND alternative fuels and 4- $Zim's smaller"
X Link 2026-02-05T15:07Z [---] followers, [---] engagements

"$ZIM & $Maersk both heavily shorted and likely by same funds. But both keep punching at the ceiling. Hedge funds caught on the wrong side of a big short can/do go tits up. Shorts are looking like the Pats in Superbowl LX; largely impotent"
X Link 2026-02-13T16:27Z [---] followers, [----] engagements

"$ZIM'S LNG capacity is [--] x [-----] TEU vessels ideally suited for the Asia to US East Coast trade and [--] x [----] TEU versatile vessels suited for various trades ZIM operates in. $ZIM also secured [--] x [-----] TEU scrubber fitted vessels and [--] x [----] TEU and [----] TEU vessels"
X Link 2026-01-28T21:49Z [---] followers, [---] engagements

"Since $15 IPO $ZIM has had $11.75B Net earnings(incl '23 losses)less$5.6B Divs=$6B+ put back into $ZIM or about $50/sh.+ undervalued assets it's easy to see why some say $70+ is a fair price. Either way [--] reasons why $ZIM is probably being hotly courted"
X Link 2026-01-30T17:02Z [---] followers, [----] engagements

"$ZIM Short Interest down 19% from Jan [--] to Jan [--] with little change in share price during that period: 2026-01-15 [--------] 2026-01-30 [--------] down 18.73% $ZIM"
X Link 2026-02-10T17:26Z [---] followers, [---] engagements

"@JHannisdahl @joeriwestland Tiddies-2-As of Dec/24 $Zim has container capacity 1080K TEUs up from 885K TEUs Dec/23 a 22% incr. [----] TEU(43%owned)=474K FEU+132K TEU. 6-7% are reefers which are in hi-demand. These owned boxes alone may have mkt value better part of $1B"
X Link 2025-03-22T16:27Z [---] followers, [----] engagements

"Rates not just climbing but the delta betw TEU and FEU is narrowing. Per LarsJ current TEU rate from SEAsia to USWC only $165 lower than FEU rate. I don't have exact # but that is likely 90%+ of FEU rate vs the oft assumed 50%. Great for $ZIM. And the boxes they're worth a lot. @JHannisdahl @joeriwestland Tiddies-2-As of Dec/24 $Zim has container capacity 1080K TEUs up from 885K TEUs Dec/23 a 22% incr. [----] TEU(43%owned)=474K FEU+132K TEU. 6-7% are reefers which are in hi-demand. These owned boxes alone may have mkt value better part of $1B @JHannisdahl @joeriwestland Tiddies-2-As of Dec/24"
X Link 2026-01-12T01:50Z [---] followers, [----] engagements

""Any month now" $ZIM Regional security risk too high to consider Red Sea return: Global shipper group https://www.joc.com/article/regional-security-risk-too-high-to-consider-red-sea-return-global-shipper-group-6152469 https://www.joc.com/article/regional-security-risk-too-high-to-consider-red-sea-return-global-shipper-group-6152469"
X Link 2026-01-15T02:50Z [---] followers, [----] engagements

"I feel pretty good about the 'Seroussi put': $ZIM is undervalued and they aim to maximize shareholder value. The Seroussi put i'm thinking probly $30 from asset sales/Dividend and resulting smaller NewZIM. And potential upside from that including selling most/all the company"
X Link 2026-01-30T17:02Z [---] followers, [----] engagements

"HAHAHA "Through the acquisition of ZIMs Israeli operations FIMI will effectively establish a new maritime transport company to be called NEW $ZIM I feel pretty good about the 'Seroussi put': $ZIM is undervalued and they aim to maximize shareholder value. The Seroussi put i'm thinking probly $30 from asset sales/Dividend and resulting smaller NewZIM. And potential upside from that including selling most/all the company. I feel pretty good about the 'Seroussi put': $ZIM is undervalued and they aim to maximize shareholder value. The Seroussi put i'm thinking probly $30 from asset sales/Dividend"
X Link 2026-02-15T15:08Z [---] followers, [----] engagements

"@MikeyHamcheck @vladtenev I was big-long GME when Robinhood banned accounts from buying GME during the squeeze. Robinhood was convinced to do so by KenGriffin/Citadel as Griffin/Citadel put $2B into MelvinCapital who was big-short GME and collapsing. It's all on the up and up I'm sure. $ZIM"
X Link 2025-12-09T19:28Z [---] followers, [---] engagements

"@UnderTheBalance Phenominal interview. Thank you for posting that. $ZIM"
X Link 2025-12-10T14:53Z [---] followers, [---] engagements

"CEOs Short HFs Shipping billionaires; the goliaths pushing snarling gnashing for lower share prices. And then along comes champion of equity David; Ofir Naor. It's a David vs Goliath. Who needs a Super Bowl or World Cup when we've got a David v Goliath for the ages. $ZIM"
X Link 2025-12-10T17:14Z [---] followers, [---] engagements

"(3).I appreciate the board's rejecting Eli Glickman's $20/share offer and I personally would be happy with $30. But $Zim's assets cash etc are far too valuable to allow these manipulations which subdue the share price and will enthusiastically join other activists as needed"
X Link 2025-12-10T18:20Z [---] followers, [----] engagements

"(2).that Kenon Ofer was allowed to collect before exiting. And then it being deducted against the end of year dividend seems very inappropriate at best. $zim"
X Link 2025-12-10T18:20Z [---] followers, [---] engagements

"Lease to own oily newbuilds are also a great addition to the B/S. Also "strategic interest"= std M&A interest out there. Briefly talked of $ZIM being shorts' playground. If you vote against them it's cool either way it'll all workout. They track these votes daily as they come in"
X Link 2025-12-12T15:59Z [---] followers, [---] engagements

"No talk of suitors price tgts timelines etc as I know they wouldn't answer those Q's & we've a decent idea as to the answers anyway.(3$25++weeks to months). One biggie is their lease-to-own applies to most/all their newbuilds incl oil fueled vs just LNGs. $ZIM"
X Link 2025-12-12T15:59Z [---] followers, [---] engagements

"FYI just had [--] minute conv w/2 of $ZIM BODs incl ChairYairS. Changed my vote for them. I gave them the riot act about Ofer and his two guys on the board during mbo process=BAD af. Their response satisfied me that they were 1) above board and 2)totally against $20/share"
X Link 2025-12-12T16:00Z [---] followers, [----] engagements

"Added more $zim at 18.9x"
X Link 2025-12-12T16:29Z [---] followers, [---] engagements

"@InvestyMan Meaning they came across as sincere; that if given the opp to do over would've handled the Ofer/BOD thing differently. I mentioned Maersk's approach to buybacks etc but not going to try and armchair manage. If I don't like what I see I'll sell my $ZIM. I still like what I see"
X Link 2025-12-12T16:56Z [---] followers, [---] engagements

"@ROICRHODES Understood. MBOs are not rare and inherently introduce conflicts. That he often sandbagged was commonplace for all liners incl Maersk and kind of for good reason given the volatile nature. $Zim has done better than any liner imo transitioning so I am ok with him at the helm"
X Link 2025-12-12T18:07Z [---] followers, [---] engagements

"@UnderTheBalance A lot of folks probly surprised pleasantly so and not just $ZIM since half the world wants Israelis dead or locked up as war criminals. Also I posted previously HPG is fine with keeping the "Gold Rule" per Calcalist"
X Link 2025-12-13T15:12Z [---] followers, [---] engagements

"@MarkGroskyEsq @UnderTheBalance @ROICRHODES I don't doubt that is happening. It did not happen to me. They did respond after I sent them a nasty-gram tho. $ZIM"
X Link 2025-12-13T15:14Z [---] followers, [---] engagements

"@UnderTheBalance 100%. But there's not a valuation conspiracy here. $ZIM's consistently and effectively said both they have options on 90% of these ships and at attractive 2020/21 prices. But yea they should put out those more details as you have laid out. Thank you"
X Link 2025-12-13T20:02Z [---] followers, [---] engagements

"Example of the market's $ZIM Math(Not my Zim math). Yest 30/70 for buyout w/respective PTs 25/15 ergo Risk/reward price was [--]. With higher market odds & prices now: 70/30 for and PTs 28/20 ergo new Risk/reward PT should be $25. Market too conservative I think. My math now $30"
X Link 2025-12-14T16:24Z [---] followers, [----] engagements

"@joeriwestland I hope it gets sold. Three things from recent PRs: 1)'Very close' to finishing the review. AND 2) Shareholder mtg moved back a week to 12/26 3) steady drip of buyout tidbits from Calcalist etc-some in the $30's. I think we hear what $ZIM's future is in next [--] days"
X Link 2025-12-15T14:56Z [---] followers, [----] engagements

"Israelis are a small tight tribe much more than USA. Eg-Of Ofer's BOD guys YairS & NirE told me are experts they worked with for many years incl a son of former $ZIM CEO. I thought to myself: Ok maybe more an Israeli vs nefarious thing. Could be wrong but dont think so"
X Link 2025-12-15T17:59Z [---] followers, [---] engagements

"@dmiko789 Well yea nothing like that'll happen. GME went from [--] to [--] over couple months then to [---] pretty quick. But $ZIM between Nov 14-Nov [--] 12% of shorts covered while SP incr 25% from $16 to $20. Be cool if then 24% shorts covered and price incr 50% to [--]. Ya never kno"
X Link 2025-12-16T16:16Z [---] followers, [---] engagements

"A great combination: 1) Buyers with lots of cash. 2) Buyers with lots of desire and 3) $Zim is willing but is strong and knows what they have is very good and desirable to the buyers. It's [---] degrees from how the market has been trying to paint ZIM"
X Link 2025-12-16T20:06Z [---] followers, [----] engagements

"Another great result I think from ZIM and jibes with my assertion that YairS and NirE are our guys good guys. Bringing on shareholder reps and avoiding more ugliness before what should be a monumental moment for $ZIM. Hats off to YairS and the $Zim BOD FYI just had [--] minute conv w/2 of $ZIM BODs incl ChairYairS. Changed my vote for them. I gave them the riot act about Ofer and his two guys on the board during mbo process=BAD af. Their response satisfied me that they were 1) above board and 2)totally against $20/share. FYI just had [--] minute conv w/2 of $ZIM BODs incl ChairYairS. Changed my"
X Link 2025-12-16T23:35Z [---] followers, [----] engagements

"Huge aspect of this agreement is that with [--] shareholder reps essentially now on BOD AND $ZIM's strategic review near if not already completed it gives us more insight that we should be pleased with results of the review. Very bullish"
X Link 2025-12-17T02:43Z [---] followers, [----] engagements

"@bim55314916 If public media is reporting offers (eg.MSC). And fund reps negotiated spots on BOD to give up BOD fight it then follows that it's likely they were brought up to date on $ZIM's nearly or already completed strategic review and liked what they saw. And that should be bullish"
X Link 2025-12-17T04:05Z [---] followers, [----] engagements

"Gif is most popular Soap Opera ever as nod to $ZIM. The guy is Anthony Geary as Luke a seducer/rapist died same age same day as Rob Reiner [--] days ago. Women could not get enough of him in the 80's incl my wife a country black girl. And yea real life he was gay lol"
X Link 2025-12-17T14:44Z [---] followers, [----] engagements

"The activists appear to be asking $30 for $ZIM. Same number I had mentioned I would be happy to walk away with in conv with Chair/Directors YairS and NirE. Coincidence Probably. But great minds and all. (3).I appreciate the board's rejecting Eli Glickman's $20/share offer and I personally would be happy with $30. But $Zim's assets cash etc are far too valuable to allow these manipulations which subdue the share price and will enthusiastically join other activists as needed. (3).I appreciate the board's rejecting Eli Glickman's $20/share offer and I personally would be happy with $30. But"
X Link 2025-12-17T15:50Z [---] followers, [----] engagements

"@ClassSang I'd be totally ok with $28 too. Above our paygrade now as they say"
X Link 2025-12-17T15:56Z [---] followers, [---] engagements

"@ROICRHODES I'll take what I can get but you are 100% correct $ZIM"
X Link 2025-12-17T16:02Z [---] followers, [---] engagements

"The 'rumor' of MSC buying ZIM is in the setting of a unfinalized strategic review so $Zim I think is technically not(yet) for sale. Same reason I didn't ask YairS or NirE any sensitive Q's. This is probably to be trusted about as much as "we don't comment on rumors""
X Link 2025-12-17T20:48Z [---] followers, [----] engagements

"Teams haven't even taken the field yet lol. [--] days to kickoff $ZIM @joeriwestland I hope it gets sold. Three things from recent PRs: 1)'Very close' to finishing the review. AND 2) Shareholder mtg moved back a week to 12/26 3) steady drip of buyout tidbits from Calcalist etc-some in the $30's. I think we hear what $ZIM's future is in next [--] days. @joeriwestland I hope it gets sold. Three things from recent PRs: 1)'Very close' to finishing the review. AND 2) Shareholder mtg moved back a week to 12/26 3) steady drip of buyout tidbits from Calcalist etc-some in the $30's. I think we hear what"
X Link 2025-12-17T21:17Z [---] followers, [----] engagements

"150K shares $zim lent out of my account this AM to shorts. Like Fram oil filter guy said "you can pay me now or pay me later". Or both"
X Link 2025-12-19T16:58Z [---] followers, [----] engagements

"90% of my $ZIM shares lent out today returned after close"
X Link 2025-12-20T00:31Z [---] followers, [---] engagements

"@InvestyMan @christankerfund Love to see a Dutch auction even at $20. $600M could buy 25% of $ZIM. I loved it when $GME did same and they bought back about 12% on theirs [--] years ago. I think we'd be pleased if $ZIM could pull that off here too"
X Link 2025-12-22T16:57Z [---] followers, [---] engagements

"BoomShakaLakaaa : " $ZIM Board of Directors received competitive proposals from multiple strategic parties to acquire all of the.Company""
X Link 2025-12-22T21:14Z [---] followers, [----] engagements

"Newest $ZIM Board directors: "The board.can start imagining much higher numbers.Even [----] is on the cards"
X Link 2025-12-22T21:17Z [---] followers, [----] engagements

"@jdepradoluengo 518K is enough but that's just me"
X Link 2025-12-22T21:48Z [---] followers, [---] engagements

"Ahem lol $ZIM $ZIM The most important # in this sector is TEU-miles up 41% over [----] 25%YOY. Crazy Zim picked a few years ago to overexpand LNG just before getting bailed out by their arch-enemy. Houthis on one side Fossil fuel po-po on the other. The new #'s are here to stay. So is ZIM. $ZIM The most important # in this sector is TEU-miles up 41% over [----] 25%YOY. Crazy Zim picked a few years ago to overexpand LNG just before getting bailed out by their arch-enemy. Houthis on one side Fossil fuel po-po on the other. The new #'s are here to stay. So is ZIM"
X Link 2025-12-23T00:15Z [---] followers, [---] engagements

"A few have continued to bash $ZIM's BOD. The board rejected a lowball did strategic review a compromise w/activists and twice issued PRs to correct fake news being put out about them incl today refuting the BS alluding to them not getting offers. FYI just had [--] minute conv w/2 of $ZIM BODs incl ChairYairS. Changed my vote for them. I gave them the riot act about Ofer and his two guys on the board during mbo process=BAD af. Their response satisfied me that they were 1) above board and 2)totally against $20/share. FYI just had [--] minute conv w/2 of $ZIM BODs incl ChairYairS. Changed my vote"
X Link 2025-12-23T00:24Z [---] followers, [----] engagements

"@ROICRHODES Agree to disagree. Months ago and likely well before the initial August report $ZIM BOD rejected CEO's bid and initiated the review. I'm not at all trying to downplay the activists strong and good presence but do believe the BOD acted fairly"
X Link 2025-12-23T02:13Z [---] followers, [---] engagements

"Also something many will disagree on is I'm glad they're keeping Eli as CEO. He's done an excellent job. And If it weren't for him I might not be enjoying this moment. He got this whole ball rolling. $ZIM"
X Link 2025-12-23T02:19Z [---] followers, [----] engagements

"FYI despite one popular poster claiming they are the first and only $ZIM valuation bull is nonsense. There've been others in the last [--] years besides me(incl ROICRHODES). Some that i've learned a good bit from. For near two years i've been yammering how $ZIM is too cheap. And it's still too cheap lol. Works for me tho. Still long 503K shares no options. For near two years i've been yammering how $ZIM is too cheap. And it's still too cheap lol. Works for me tho. Still long 503K shares no options"
X Link 2025-12-23T02:52Z [---] followers, [----] engagements

"One last Ahem lol. My very 1st detailed $ZIM value analysis nearly [--] yrs ago. In Original X style that even a caveman could read. Sometimes simpler is more better. Love ZIM Probly at PE1 $20cash/share car carriers ships coming off lease that are suddenly monetizable vs curse. ofc Houthis who will go away.NEVER Oh yes and [--] million shorts with hi FTDs Love ZIM Probly at PE1 $20cash/share car carriers ships coming off lease that are suddenly monetizable vs curse. ofc Houthis who will go away.NEVER Oh yes and [--] million shorts with hi FTDs"
X Link 2025-12-23T17:47Z [---] followers, [---] engagements

"@UnderTheBalance Hoping 12/26 reveals what bidders value $Zim and/or its parts at. $30 floor for $ZIM is very logical. And $45 as the activist shareholders have pointed out is also reasonable"
X Link 2025-12-24T15:33Z [---] followers, [---] engagements

"When I spoke $ZIM's YairS/NirE they were ADAMANT both SP and mbo offer both coincidently $20 at the time are too low. And $ZIM PRs have said the same AND that they're receiving multiple offers AND that their goal is to maximize shareholder value. I know preaching to the choir"
X Link 2025-12-29T06:07Z [---] followers, [----] engagements

"Likely boring af annual $ZIM mtg will get done this week. Thought about going to it not so much for mtg but to honor [--] of my shipmates lost [--] years ago to the week at Haifa. Got lazy sorry. So far the BOD; rejecting mbo Evercore PRs activist compromise are doing it right"
X Link 2025-12-29T17:49Z [---] followers, [----] engagements

"@ClassSang I think the compromise will hold and it should provide a good balance. I agree wrt the board's experience/focus. Haifa one day. But I don't think I'll miss anything skipping SH meeting"
X Link 2025-12-29T18:09Z [---] followers, [---] engagements

"$ZIM golden share workaround a month ago. The slowly drying paint lines up with $ZIM PRs of "multiple offers" on the table. Calcalist re golden share workaround: "people close to the tender claimed that the German company(Hapag) does indeed have proposals to change the structure of the gold share but they do not condition the purchase on its cancellation." $ZIM Calcalist re golden share workaround: "people close to the tender claimed that the German company(Hapag) does indeed have proposals to change the structure of the gold share but they do not condition the purchase on its cancellation.""
X Link 2026-01-06T02:05Z [---] followers, [----] engagements

"@InvestyMan Perfect chart thanks. And as much as opex/costs I think it's about maintaining the appearance of responsible global corporate citizens. Kind of like utilities leaving coal for gas. Lots of pressure on liners to adopt LNG and is probably huge to buyers courting $ZIM"
X Link 2026-01-07T15:26Z [---] followers, [---] engagements

"@ClassSang @Splash_247 Nothing at the moment Paul. Holding some tankers coal oil n gas. Anything on your radar"
X Link 2026-01-14T19:36Z [---] followers, [---] engagements

"$GSL today: "likely that extensive re-routing around the Cape of Good Hope will continue to extend voyage lengths at the same time as macro volatility continues to impact supply chain efficiency and thus increase the number of ships needed" $zim. Golden age Perhaps perhaps"
X Link 2025-08-05T13:07Z [---] followers, [---] engagements

"Maersk muscles in on COSCOs intra-Asia crown via @splash_247 This will keep $GSL fleet busy for many years. https://splash247.com/p=228212 https://splash247.com/p=228212"
X Link 2025-09-10T15:14Z [---] followers, [---] engagements

"@BolsterSleep @Splash_247 Intra-Asia is the biggest market in the world growing stronger and doesn't care about using large expensive climate friendly newbuilds. And the orderbook for these boxships is not big. Plenty of reasons to use $GSL's cost effective ships for many years"
X Link 2025-09-11T15:28Z [---] followers, [---] engagements

""There is still a shortage of tonnage on the high seas a senior carrier executive told the Journal of Commerce. Strong secondhand container ship demand defies deteriorating market $zim https://www.joc.com/article/strong-secondhand-container-ship-demand-defies-deteriorating-market-6077759 https://www.joc.com/article/strong-secondhand-container-ship-demand-defies-deteriorating-market-6077759"
X Link 2025-09-15T03:58Z [---] followers, [---] engagements

"Free to read $zim $Maersk $GSL"
X Link 2025-09-15T04:01Z [---] followers, [---] engagements

"New Environmental Regs are "expected to accelerate the phase-out of older vessels and moderate effective capacity through slow steaming and fleet renewal" $ZIM https://www.seatrade-maritime.com/containers/yang-ming-q3-profits-sink-by-78- https://www.seatrade-maritime.com/containers/yang-ming-q3-profits-sink-by-78-"
X Link 2025-11-13T18:33Z [---] followers, [---] engagements

"@BolsterSleep It wasn't a miss. Yang Ming profits sank 78% but from record profits Q3 last year. If $ZIM upcoming Q3 eps falls 78% from Q3/2024 eps of $9.34 then it would be $2 eps. It's a fair comparison and well above current consensus"
X Link 2025-11-13T20:38Z [---] followers, [---] engagements

"@dmiko789 In a related story Houthi sponsored Gay Pride Day and Yemeni Planned Parenthood Clinic Grand opening with Ben & Jerry's Ice Cream from $ZIM reefers have been postponed. Shipping Experts expect those too to be rescheduled.any month now. Postponement # 24"
X Link 2026-01-20T16:46Z [---] followers, [---] engagements

"@rsnedz I've long since stopped trying to understand $ZIM shorts; they're Shipping Experts"
X Link 2026-01-27T18:23Z [---] followers, [---] engagements

"@mikethomas361 $ZIM's review is a complicated process due to Israeli govt's Golden Share. Maybe like USSteel's sale to Nippon which took [--] months or so. Probably a lot of fast and furious backchannel comms going on in Israel now. Could be why shorts feel emboldened but news could come anytime"
X Link 2026-01-27T20:29Z [---] followers, [---] engagements

"@Marvin2James Yes but $Zim has stated they feel there are adequate remedies to satisfy the government. And if that fails they have assets they can sell and with cash on hand put out a big special Dividend. That along with remaining NewZim I think should be worth /=$30"
X Link 2026-01-30T18:51Z [---] followers, [---] engagements

"$ZIM $Maersk my #'s 1&2 but building $NPNYY. NPNYY is kinda like Maersk: aggressive buyback hated good Div and amazing B/S but more diverse fleet. They own 40% of ONE. Maersk been showing signs of some covering not so for NPNYY"
X Link 2025-07-28T01:13Z [---] followers, [---] engagements

"Book Value not usually a fav but with the RS it kinda is now. Five years ago $Maersk BV was 1/3 what it is today despite being very profitable. Even more remarkable five years ago $ZIM BV was $2.67/sh. Today it's $33/sh; a ten-fold incr with almost no change in share price"
X Link 2025-08-18T18:44Z [---] followers, [----] engagements

"$Maersk CEO Clerc at [--] minute mark of Q2 CC Aug 7th: 'Depending on trade policies we are at the start of a 5-year Asian export growth phase that should see strong growth in Ocean shipping' citing this as the 3rd big spurt after two big periods in 2000's and then 2010's. $ZIM"
X Link 2025-08-22T02:38Z [---] followers, [---] engagements

"$Zim has option to buy [--] of it's [--] LNG newbies that are on order/in-service. $Maersk Posco SFL etc lotta folks bullish on boxes. Posco sniffing around HMM tutes buying Zim Chinese liners handicapped RS etc"
X Link 2025-09-05T16:24Z [---] followers, [---] engagements

"Maersk muscles in on COSCOs intra-Asia crown via @splash_247 $Maersk Intra-Asia growth on fire https://splash247.com/p=228212 https://splash247.com/p=228212"
X Link 2025-09-10T15:12Z [---] followers, [--] engagements

""There is still a shortage of tonnage on the high seas a senior carrier executive told the Journal of Commerce. Strong secondhand container ship demand defies deteriorating market $Maersk $GSL https://www.joc.com/article/strong-secondhand-container-ship-demand-defies-deteriorating-market-6077759 https://www.joc.com/article/strong-secondhand-container-ship-demand-defies-deteriorating-market-6077759"
X Link 2025-09-15T04:07Z [---] followers, [---] engagements

"So $Maersk is being "consulted" for offer analysis etc as to $ZIM's FMV. Maersk is bullish on boxes buying their own shares aggressively & likely subscribes to: "There is still a shortage of tonnage on the high seas as stated in JOC article. Stars are aligning"
X Link 2025-09-15T18:48Z [---] followers, [----] engagements

"Todays Container Shipping Paradox $ZIM $Maersk $GSL https://open.substack.com/pub/cavaliershipping/p/todays-container-shipping-paradoxutm_campaign=post&utm_medium=web https://open.substack.com/pub/cavaliershipping/p/todays-container-shipping-paradoxutm_campaign=post&utm_medium=web"
X Link 2025-09-16T16:16Z [---] followers, [---] engagements

"$GSL $Maersk $AMKBY Shipping data: UNCTAD releases new seaborne trade statistics https://t.co/VJPvOvk3d3 .20 years ago ocean trade between developed vs developing countries was 60/40. Now it is 40/60 and accelerating with DJT==More ships needed==stronger $ZIM valuation Shipping data: UNCTAD releases new seaborne trade statistics https://t.co/VJPvOvk3d3 .20 years ago ocean trade between developed vs developing countries was 60/40. Now it is 40/60 and accelerating with DJT==More ships needed==stronger $ZIM valuation"
X Link 2025-11-12T19:05Z [---] followers, [---] engagements

"Lars Jensen today on Supply Chain Secrets: Expect permanent volatility and [----] freight rates to be on average higher than [----]. $ZIM $Maersk"
X Link 2025-12-01T22:54Z [---] followers, [----] engagements

"Just an amazing piece from UTB/S baring the Special Dividend as at best unethical. It very much looks to be illegal and should be investigated as THEFT from every other shareholder. $ZIM $MAERSK $GSL $ZIM The Farewell Gift to Kenon and Cash Preservation for the New Intended Controlling Shareholder the Company's Management According to the company's dividend policy ZIM is to distribute up to 30% dividend per quarter and in the fourth quarter of every year it will $ZIM The Farewell Gift to Kenon and Cash Preservation for the New Intended Controlling Shareholder the Company's Management"
X Link 2025-12-10T17:47Z [---] followers, [---] engagements

"Expect good buyout bids. Liners like MSC HPG $Maersk Besides wanting $ZIM's undervalued ships/lines for liner market share are more vertical and make $$ on terminals logistics etc. So Zim's assets are kind of multipliers to them. i.e. more valuable than just the asset value"
X Link 2025-12-14T18:06Z [---] followers, 13.7K engagements

"$Zim's kinda like Clerc@ $Maersk. They sandbag and horde $ like their lives depend on it. But liners are historically cutthroat & were EZ short targets incl Maersk despite having $30B EV and earning $60B net last [--] years. In '23 most said ZIM would be in Ch [--] about now. I post about Maersks share repurchase volume every week because its a big deal. Maersks short interest coupled with the size and duration of the buyback program should cause upward pressure on the stock price. Since the repurchase program started Feb [--] Maersk has acquired I post about Maersks share repurchase volume every"
X Link 2025-12-15T17:59Z [---] followers, [----] engagements

"@ClassSang @Splash_247 Ditto and I've just in last yr 'diversified' into some tankers lol. Never been a shipping fan but hard to resist a stupid cheap $ZIM like you said"
X Link 2026-01-14T19:53Z [---] followers, [---] engagements

"(1) Just sent following to ZIM IR: My name is C____ B____. I own [------] shares of $Zim integrated shipping. I am very distressed at Zim's leadership of late; both management and the board of directors. The final straw being learning of the 'special dividend'"
X Link 2025-12-10T18:21Z [---] followers, [----] engagements

"Looking really good for $UNTC; Gas prices & exports high production solid as of Q4 data centers.Makes me wonder if Unit might be reconsidering selling off all the business. They've been sitting on a ton of net cash. Probably over $150 million"
X Link 2026-01-27T18:53Z [---] followers, [---] engagements

"@christankerfund Good chance we may see $ZIM do same. $Maersk"
X Link 2025-12-22T15:28Z [---] followers, [---] engagements

"The expanded $ZIM -Maersk Africa deal is all the buzz today Everyone who's anyone is talking about it. Are you CTech Soooo yesterday. I can't wait for what tomorrow brings. Can https://finance.yahoo.com/news/zims-expanded-maersk-partnership-ngqura-130738896.htmlsoc_src=social-sh&soc_trk=tw&tsrc=twtr https://finance.yahoo.com/news/zims-expanded-maersk-partnership-ngqura-130738896.htmlsoc_src=social-sh&soc_trk=tw&tsrc=twtr"
X Link 2026-01-06T15:38Z [---] followers, [----] engagements

"EU VLSFO last week was $464/mt while [----] ramp-up of EU-ETS(emission costs) fees/added costs this week went from $220/mt to $319/mt; nearly 50% incr. $ZIM fleet is way ahead of the curve on LNG. #shipandbunker https://shipandbunker.com/news/emea/753774-eu-marine-fuel-cost-jumps-as-new-eu-ets-rules-take-effect-from-jan-1-2026 https://shipandbunker.com/news/emea/753774-eu-marine-fuel-cost-jumps-as-new-eu-ets-rules-take-effect-from-jan-1-2026"
X Link 2026-01-07T05:31Z [---] followers, [----] engagements

"LarsJensen: Global container bookings very strong up 7.2% in November w/extremely strong growth Far East to Europe (+15.5%) Latin America (+19.7%) Indian Subcontinent & Middle East (+202%) and Africa (+34.2%). The Pacific trade to North America saw a decline of -4.7% $ZIM"
X Link 2026-01-11T00:07Z [---] followers, [---] engagements

"Sinokor selling container biz to MSC for $2.5-3B. They did $2.3B revenue in [----] w/ [--] some ships. That'd put $ZIM by rough comparison at about $8-9Billion. Sinokor cashes out of boxes in $3bn pivot to VLCCs via @splash_247 https://splash247.com/p=233016 https://splash247.com/p=233016"
X Link 2026-01-14T16:11Z [---] followers, [----] engagements

""The first two test voyages Maersk ran had a 29-day transit time from Salalah to Newark no different from a Cape routing despite using the shorter Suez route" $ZIM What Maersks return to the Red Sea means for carrier profits in [----] via @splash_247 https://splash247.com/p=233130 https://splash247.com/p=233130"
X Link 2026-01-16T14:41Z [---] followers, [----] engagements

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