# ![@Chuckyb22074706 Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::1577083539367002119.png) @Chuckyb22074706 Chucky b

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

### Engagements: [-----] [#](/creator/twitter::1577083539367002119/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1577083539367002119/c:line/m:interactions.svg)

- [--] Week [-----] -77%
- [--] Month [------] -51%
- [--] Months [-------] +153%
- [--] Year [-------] +151%

### Mentions: [--] [#](/creator/twitter::1577083539367002119/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1577083539367002119/c:line/m:posts_active.svg)

- [--] Week [--] +11%
- [--] Month [--] -47%
- [--] Months [---] +57%
- [--] Year [---] +155%

### Followers: [---] [#](/creator/twitter::1577083539367002119/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1577083539367002119/c:line/m:followers.svg)

- [--] Week [---] +3%
- [--] Month [---] +6.80%
- [--] Months [---] +75%
- [--] Year [---] +140%

### CreatorRank: [---------] [#](/creator/twitter::1577083539367002119/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1577083539367002119/c:line/m:influencer_rank.svg)

### Social Influence

**Social category influence**
[finance](/list/finance)  [stocks](/list/stocks)  [countries](/list/countries)  [travel destinations](/list/travel-destinations)  [social networks](/list/social-networks)  [technology brands](/list/technology-brands)  [currencies](/list/currencies)  [cryptocurrencies](/list/cryptocurrencies)  [us election](/list/us-election)  [formula 1](/list/formula-1) 

**Social topic influence**
[$zim](/topic/$zim) #48, [$maersk](/topic/$maersk) #2, [$zims](/topic/$zims), [china](/topic/china), [rates](/topic/rates), [bullish](/topic/bullish), [$gsl](/topic/$gsl), [share](/topic/share), [israel](/topic/israel), [at least](/topic/at-least)

**Top accounts mentioned or mentioned by**
[@splash247](/creator/undefined) [@christankerfund](/creator/undefined) [@investyman](/creator/undefined) [@joeriwestland](/creator/undefined) [@jmgb](/creator/undefined) [@dmiko789](/creator/undefined) [@roicrhodes](/creator/undefined) [@tatin17](/creator/undefined) [@danielbraden18](/creator/undefined) [@jhannisdahl](/creator/undefined) [@giacobocanegra](/creator/undefined) [@underthebalance](/creator/undefined) [@classsang](/creator/undefined) [@gmjournalist](/creator/undefined) [@markgroskyesq](/creator/undefined) [@therealandyhere](/creator/undefined) [@tndmxx](/creator/undefined) [@carpoolceo](/creator/undefined) [@voltinocro](/creator/undefined) [@tradedollarnut](/creator/undefined)

**Top assets mentioned**
[ZIM Integrated Shipping Services Ltd. (ZIM)](/topic/$zim) [GameStop, Corp. (GME)](/topic/$gme)
### Top Social Posts
Top posts by engagements in the last [--] hours

"Per [----] exchange: BlackRock State Street Morgan Stanley Goldman Sachs Franklin Templeton PIMCO JPMorgan Northern Trust Principal UBS Blackstone and many others treat state pension funds as if they are ideologically focused activist investment funds"  
[X Link](https://x.com/Chuckyb22074706/status/1707582041045291052)  2023-09-29T02:24Z [--] followers, [--] engagements


"Its not just blue states backing these measures. The Texas retirement system voted for a shareholder resolution at Costco that asked the company to waste its time and resources trying to meet the Paris Agreement greenhouse gas emissions standards"  
[X Link](https://x.com/Chuckyb22074706/status/1707582156187295789)  2023-09-29T02:24Z [--] followers, [--] engagements


"@dyer440 Not lofty at all. Trailing is black and white. Forward yield still see 20%+. Steady domestic contracts and good export growth opportunity to pick up slack even grow"  
[X Link](https://x.com/anyuser/status/1743354569776652626)  2024-01-05T19:31Z [--] followers, [--] engagements


"@tatin17 $Zim SCFI Futures broadly up last night. YIDE: "After the market the Shanghai Shipping Exchange announced that the latest SCFIS was [-------] points an increase of 10.8% from the previous period significantly higher than the SCFI increase (5.58%) in the same period""  
[X Link](https://x.com/Chuckyb22074706/status/1802689638810669199)  2024-06-17T13:07Z [--] followers, [---] engagements


"@voltino_cro [---] was S&P's bottom March [----]. I don't see why this 13th day can't be ZIM's"  
[X Link](https://x.com/Chuckyb22074706/status/1833203949194907660)  2024-09-09T18:00Z [--] followers, [--] engagements


"@voltino_cro And Moses is coming to open the Red Sea don't forget that"  
[X Link](https://x.com/Chuckyb22074706/status/1833217766825799766)  2024-09-09T18:55Z [--] followers, [--] engagements


"@ed_fin I think plenty of people expected it just maybe not shipping CEOs. Or maybe they did. Six months ago Robert Gates said this probably the new normal at TPM24 while box CEOs publicly said RS open in June. What a buying op that was"  
[X Link](https://x.com/Chuckyb22074706/status/1835473044317323283)  2024-09-16T00:17Z [--] followers, [---] engagements


"$ZIM Rates now increasing liners declaring Force Majeure White House siding with ILA. So chances of drawn out strike is good and each day this goes on things just look brighter for Zim as congestion spreads like a sweet beautiful contagious pro-Zim disease"  
[X Link](https://x.com/Chuckyb22074706/status/1841474572048118134)  2024-10-02T13:45Z [--] followers, [---] engagements


"Uh-Oh. ILA posted anti-automation vid on TikTok. Wonder what that could mean January [--]. Tick-Tock MFrs https://lnkd.in/d_YMga63 https://lnkd.in/d_YMga63"  
[X Link](https://x.com/Chuckyb22074706/status/1845767477164216683)  2024-10-14T10:03Z [--] followers, [---] engagements


"$ZIM CMA CGM will pay France windfall tax. The CFO of CMA CGM told Les Echos newspaper the tax would set CMA CGM back by around EUR800m($875m) over two years. The levy represented a competitive disadvantage for CMA CGM. One Zim shareholder responded "HAHAHA""  
[X Link](https://x.com/Chuckyb22074706/status/1845865114290843856)  2024-10-14T16:31Z [--] followers, [---] engagements


"$ZIM The last time war shut down Suez Canal was the 6-day war. The Suez Canal however remained closed for [--] years. Fortunately this time since I bought Zim early and often we've had analysts shorts even CEOs talking copiously how RS closure would only last weeks to months"  
[X Link](https://x.com/Chuckyb22074706/status/1846382011759346033)  2024-10-16T02:45Z [--] followers, [---] engagements


"$ZIM Loadstar today-Drewry looked at "scenarios with a strike in January and without one and found that in both models freight rates would continue to rise" in [----] despite the new ships coming"  
[X Link](https://x.com/Chuckyb22074706/status/1846895044503929250)  2024-10-17T12:44Z [---] followers, [----] engagements


"$ZIM Earnings revision season is soon upon us. As in early June and August Maersk will likely increase guidance in [--] weeks. Zim's will follow as eps estimates of $5.8 is nothing short of an affront to all that is good decent and holy"  
[X Link](https://x.com/Chuckyb22074706/status/1848093880370999500)  2024-10-20T20:08Z [---] followers, [----] engagements


"$ZIM Maersk warning in Loadstar on rate spikes: December and January could get busy with more peak season surcharges than the whole of [----] combined and thats going some.With two massive additional factors at play in [----] that make this CNY different to all other years"  
[X Link](https://x.com/Chuckyb22074706/status/1848389255636070501)  2024-10-21T15:41Z [--] followers, [---] engagements


"$ZIM tons of support 17-18 higher highs higher lows etc. Forward-Zim has Big short interestRedSea huge eps and incr guidance/divs for 2024-25-and beyond RS ILA is back RSand everyone pissed off. I aint sayin ZIM will be a SpaceX-kinda am-but I sayin it aint neither"  
[X Link](https://x.com/Chuckyb22074706/status/1848390443685290237)  2024-10-21T15:46Z [--] followers, [---] engagements


"$ZIM From CTC West Point-"Houthis are stronger more technically proficient and more prominent members of the Axis of Resistance than they were at the war's outset. The Houthis can now exploit new opportunities use new weapons & more allies WITHOUT DRAWING DIRECT RETALIATION""  
[X Link](https://x.com/Chuckyb22074706/status/1849295183042482341)  2024-10-24T03:41Z [---] followers, [---] engagements


"$ZIM CTC WestPoint's latest report tells me [--] things: Houthis aren't going away without a ground war-fat chance; the risk of oversupplied boxships is then a short's fantasy; and shipping losing on emissions bigly and Zim's fleet all the more valuable. Very long ZIM & in no rush"  
[X Link](https://x.com/Chuckyb22074706/status/1849299871355871517)  2024-10-24T04:00Z [---] followers, [----] engagements


"$ZIM ILA gets a nod from White House as Jan 15th lurks: "one key provision for ports to receive funding($3Billon) for new zero-emission port equipment and infrastructure.is that the EPA will only fund zero-emission equipment that is human operated and human maintained"  
[X Link](https://x.com/Chuckyb22074706/status/1851592470032773329)  2024-10-30T11:50Z [---] followers, [---] engagements


"$ZIM Salvatore Stile founder of New York-based freight forwarder Alba Wheels Up International put the risk of a second strike at 60-70%. The main issue has always been automation not the money. I think its going to go hard core Stile said of union bargaining"  
[X Link](https://x.com/Chuckyb22074706/status/1851709093016146038)  2024-10-30T19:33Z [---] followers, [---] engagements


"$ZIM-(3)-Looking ahead U.S. ports seem poised to continue their growth trajectory with inbound container volumes 9.1% above the 50-month average"  
[X Link](https://x.com/Chuckyb22074706/status/1851976519368704013)  2024-10-31T13:16Z [---] followers, [---] engagements


"$ZIM-(2)-"Just as we saw some shippers avoiding the West Coast in favor of the East/Gulf Coast when the ILWU contract was up for renewal in mid-2023 we can now see the reverse happening more in the September statistics"  
[X Link](https://x.com/Chuckyb22074706/status/1851976771324784784)  2024-10-31T13:17Z [---] followers, [---] engagements


"$ZIM-(1)- John McCown: While the data through September doesnt show noticeable signs of pulling forward shipments related to the ILA situation it does show coastal shifting.""  
[X Link](https://x.com/Chuckyb22074706/status/1851977102049911071)  2024-10-31T13:18Z [---] followers, [---] engagements


"$ZIM MattHuang-"At over [----] points the December contract is similarly trading at July-August levels or roughly $5100/FEU. This is far in excess of most current liner quotes at least for November""  
[X Link](https://x.com/Chuckyb22074706/status/1851985763627381228)  2024-10-31T13:53Z [---] followers, [---] engagements


"$ZIM LoadStar Headlines today: "Forwarders warn shippers to expect a second ILA-USMX work stoppage" Gee does that affect ZIM ZIM shorts LOL"  
[X Link](https://x.com/Chuckyb22074706/status/1852362048983781768)  2024-11-01T14:48Z [--] followers, [---] engagements


"$ZIM Seatrade-An industry wide container strike starts Monday Nov [--] that will impact the ports of Vancouver and Prince Rupert major container gateways on Canada's WCoast In responseoperators in Canada have called a lockout from Nov [--] following a strike notice by dockworkers"  
[X Link](https://x.com/Chuckyb22074706/status/1853126910445756463)  2024-11-03T17:27Z [--] followers, [---] engagements


"$ZIM-2-Maersk is now observing strong demand stabilizing rates. And with Chinese New Year more ILA action tarriffs and of course Dividend Season not just around the corner but maybe permanent like the Red Sea oh boy"  
[X Link](https://x.com/Chuckyb22074706/status/1853138313990856939)  2024-11-03T18:12Z [--] followers, [---] engagements


"$ZIM -1-Many predicted demand hence rates would fall off cliff after being pulled-in to Q3 to avoid ILA. That's changing. Some including Maersk(10/31 CC) now saying the data does NOT show that shipping was pulled in based on inventory/sales ratios USEC to WC diversions etc"  
[X Link](https://x.com/Chuckyb22074706/status/1853138350724862208)  2024-11-03T18:13Z [--] followers, [---] engagements


"Whether Trump or Harris $ZIM wins. Shorts probly hope for reprieve on fear of global trade with Trump. Not going to happen. I agree with opinions of CEOs of Maersk ONE etc. Global trade will keep moving. As long as RS closed ZIM is in an awesome place. And ZIM is on steroids"  
[X Link](https://x.com/Chuckyb22074706/status/1853860258017690035)  2024-11-05T18:01Z [--] followers, [---] engagements


"Global Sept24 boxship delays 3rd highest ever behind 2021-22. Days behind schedule rose from [----] days in Aug to [----] days in Sept. And from [----] days YOY. $ZIM likes Bunchy"  
[X Link](https://x.com/Chuckyb22074706/status/1853977257368314209)  2024-11-06T01:46Z [--] followers, [---] engagements


"The near record boxship days delayed data is from The Maritime Executive Nov 4th. $ZIM"  
[X Link](https://x.com/Chuckyb22074706/status/1853978212822311048)  2024-11-06T01:50Z [--] followers, [---] engagements


"$ZIM Congestion at historic highs and not getting better. Good chance more ILA strike(s) now tarriffs CNY Houthis entrenched going nowhere. We're looking at another Q3 coming and if anyone should be in green today well.LOL"  
[X Link](https://x.com/Chuckyb22074706/status/1854196823503634476)  2024-11-06T16:19Z [--] followers, [---] engagements


"$ZIM Shorts today posted FUD re Houthis opening RS back up. Per Seatrade Houthis now making $2B (annual) extorting ships. Per CTC@WestPoint Houthis now working with China Russia. Houthis are now to RS what Egypt is to Suez. Absent US invasion it's INSANE to think they'll stop"  
[X Link](https://x.com/Chuckyb22074706/status/1854245448380531141)  2024-11-06T19:32Z [--] followers, [---] engagements


"$ZIM Hapag taking the lead bumping rates. From Matt Huang: "Dec24 and Feb25 contracts jumped 10% and 8.5% fueled by HPL's latest online quote of $7000/FEU""  
[X Link](https://x.com/Chuckyb22074706/status/1854502050408570906)  2024-11-07T12:31Z [--] followers, [----] engagements


"$ZIM will see $40 in [--] months. Ocean freight expert Bjorn Vang Jensen summed up in Flexport report what all the box liners are saying: What we have been used to seeing in [----] will continue all throughout 2025" MaerskHapagEvergreenOOCL ONE.all of them"  
[X Link](https://x.com/Chuckyb22074706/status/1854603895877910619)  2024-11-07T19:16Z [--] followers, [----] engagements


"$ZIM is fascinating half $billion stock short. Nevermind longer term supports: RS climate change etc. Now [--] weeks of explosive synergy of ILACNYDJT (+Divs) on top of an already wild-eyed supply chain. Shorts might lose their shirts on ZIM. It is beautifully insane"  
[X Link](https://x.com/Chuckyb22074706/status/1854925632964063534)  2024-11-08T16:35Z [--] followers, [----] engagements


"$ZIM short interest 10/31.12.75 million shares down from [-----] million 10/15"  
[X Link](https://x.com/Chuckyb22074706/status/1856065788190589160)  2024-11-11T20:05Z [--] followers, [----] engagements


"$ZIM ShipXplorer today: a German frigate diverted around the COGH due to "the heightened threat level in the region due to the rebels' use of ballistic missiles drones and other sophisticated weapons." This supports thesis RS should be open for Xmas.2030. Too optimistic"  
[X Link](https://x.com/Chuckyb22074706/status/1856153395066786134)  2024-11-12T01:53Z [--] followers, [---] engagements


"$ZIM at $25 where it was [--] years ago looking at similar near-term $ dividends. But ZIM Then: Spiraling down drain as rates plummeted and newbuilds/liabilities sprang up like weeds Versus ZIM Now: Mirror image of [--] years ago with Strengths almost TNTC & well beyond the horizon"  
[X Link](https://x.com/Chuckyb22074706/status/1857135567659500009)  2024-11-14T18:56Z [--] followers, [---] engagements


"$ZIM will keep seeing higher highs & higher lows. Hapag CC bullets: Some Dec TP routes now quoting $9000. Demand very strong. [----] contracts will be strong and ships will slow by [--] Kt per IMO regs. All about the Red Sea bitches Cuckoo for CoCo-tainers and uber Bullish for Boxes"  
[X Link](https://x.com/Chuckyb22074706/status/1857216445421134029)  2024-11-15T00:18Z [--] followers, [---] engagements


"Shocking Long Term investability of $ZIM emerges as permanency of RS sinks in. Even with little scrapping&huge ship orderbook-stretched out over [--] yrs. LT Supply/Demand looks to be very balanced in Liners' favor. Add slow steamingMkt growthcongestion etc.why tutes are buying"  
[X Link](https://x.com/Chuckyb22074706/status/1858209653424808214)  2024-11-17T18:04Z [--] followers, [---] engagements


"@tatin17 Nice. $Zim's Q2 CC Eli said all ships rolling off in [----] would be returned-15 ships. After that they would play it by ear to keep vs returning ships-36 in 2025-with a bias for shorter leases if needed. Right now they're also taking delivery of last of their newbuilds (8K TEUs)"  
[X Link](https://x.com/Chuckyb22074706/status/1858544343981990202)  2024-11-18T16:14Z [--] followers, [---] engagements


"$ZIM closes at highest close in over two years almost to the day Nov [--] [----]. But now good ship ZIM instead of lotsa headwinds has lotsa tailwinds: Red Sea CNY/ILA/DJT trifecta slowsteaming congestion etc. And ofc better late than never tutes finally showing up too"  
[X Link](https://x.com/Chuckyb22074706/status/1859041790785188192)  2024-11-20T01:11Z [--] followers, [----] engagements


"Per CC $ZIM special div is NOT part of true-up of total [----] but a special above and beyond the 30-50%. Ofc the $100M special div could affect the 30-50% true-up decision in March but they are bullish/making bankcapex is fallingRS etc makes me think they'll do full true-up"  
[X Link](https://x.com/Chuckyb22074706/status/1859295020928434499)  2024-11-20T17:57Z [--] followers, [----] engagements


"Eli talks about it at [--] minutes mark. It is not part of true-up but special. So if things go per plan I think it will be effectively a dividend increase beyond the 30-50% i.e. [----] $ZIM yield could end up closer to 60% of eps"  
[X Link](https://x.com/Chuckyb22074706/status/1859297338713379098)  2024-11-20T18:06Z [--] followers, [---] engagements


"$ZIM CFO We see that inventory levels as of today are not abnormal compared to normal inventory levels to be expected at this time." meaning there wont be a big drop in volumes early next year&may earn $20-25+ eps Q3-Q1 depending on rates next month&into trifecta-ILA/CNY/DJT"  
[X Link](https://x.com/Chuckyb22074706/status/1859610074034954320)  2024-11-21T14:49Z [--] followers, [---] engagements


"Bought 1st tranche of $ZIM trading shares at [----] 2nd tranche set to buy at [----] but idk we'll get there. Higher highs Higher Lows and all that. PT $40 at least in next [--] months"  
[X Link](https://x.com/Chuckyb22074706/status/1859619411537121742)  2024-11-21T15:26Z [--] followers, [----] engagements


"$ZIM (2) "That is principally because as Lars pointed out if pre-Covid was characterized by overcapacity since then shows what happens when there is inadequate capacity-in part due to chronic infrastructure constraints as Till (CEO Emirates SC) mentioned during the discussion"  
[X Link](https://x.com/Chuckyb22074706/status/1859820185236222199)  2024-11-22T04:44Z [--] followers, [---] engagements


"$ZIM (1) From DP World Global Freight Summit yesterday in Dubai (containerized shipping panel)courtesy Peter Tirshwell VP JOC: "containerized supply chains remain very unsettled with the comparatively tranquil pre-Covid days a distant if cherished memory for shippers"  
[X Link](https://x.com/Chuckyb22074706/status/1859820262855934060)  2024-11-22T04:44Z [--] followers, [---] engagements


"RS may be the [---] lb gorilla but clearly there are a host of other issues that will continue to plague shipping supply chains for years to come. And that aint bad.for $ZIM"  
[X Link](https://x.com/Chuckyb22074706/status/1859821408819573095)  2024-11-22T04:49Z [--] followers, [---] engagements


"Bought 2nd tranche $ZIM trading shares [----]. Looking at dividend yield from Q3+Q4+Q1 of 45%. Maybe 50% if they add specials. And with Houthis now tying up with Russians & Chinese it will be years before they stop Red Sea shenanigans. PT 40"  
[X Link](https://x.com/Chuckyb22074706/status/1861077188335861839)  2024-11-25T15:59Z [--] followers, [---] engagements


"@Soibifaa98 @Blackbox80 @NimrodNimrod369 @christankerfund If your $ZIM is held in a taxable account then you can file form [----] with your tax return and get most/all of the 25% witheld by Israel back as an IRS credit on your taxes. EZ to do"  
[X Link](https://x.com/Chuckyb22074706/status/1861095292369502450)  2024-11-25T17:11Z [--] followers, [---] engagements


"4/4/23 $ZIM went ex-div&paid $6.4. It closed 4/3/23 at $23.47 and spent next [--] weeks ex-div@ 20ish with a high of [-----]. SCFI then: [---] v [----] now. Zim thenbleeding $ had bleak outlook&would clearly stop dividends. Now $18/sh richer& [----] likely repeat of [----]. Lotsa divs ahead"  
[X Link](https://x.com/Chuckyb22074706/status/1861216867156738365)  2024-11-26T01:14Z [--] followers, [----] engagements


"I think Ofer a bit stodgy wants steadiermore reliable income. That he may be aiming at ship sale-leasebacks i think says something bullish on long term demand for capacity. Maybe maybe not comforting but irony that selloff is for kind of a bullish reason for $ZIM further out"  
[X Link](https://x.com/Chuckyb22074706/status/1861377884532748660)  2024-11-26T11:54Z [--] followers, [---] engagements


"**OTI-Flexport Ocean Timeliness Indicator $ZIM"  
[X Link](https://x.com/Chuckyb22074706/status/1861830761394925859)  2024-11-27T17:53Z [--] followers, [---] engagements


"ILA/DJT/CNY's 1st date ILA 1/15/25. OTI: [--] days to ship from Asia to USEC so that ship's sailed. BUT [--] days Asia to USWC window will start closing very soon. Inventories are normal in US & much shipping has moved from USEC to USWC. So $ZIM/rates could see incrs'd strength&soon"  
[X Link](https://x.com/Chuckyb22074706/status/1861830810547962299)  2024-11-27T17:53Z [--] followers, [---] engagements


"Houthis now blaming Israel for setbacks in Syria. Thinking Red Sea may open is like thinking Houthis may open LGBTQ bath houses in Yemen. So $ZIM longs: beware the "ceasefires" in Gaza Lebanon and grand openings of LGBTQ welcoming centers"  
[X Link](https://x.com/Chuckyb22074706/status/1863244532763984218)  2024-12-01T15:31Z [--] followers, [---] engagements


"Even with the $3.65 div $Zim still down an unacceptable 20% from earnings high recently and far from my $40PT. Probly rumor out Houthis are opening a LGBTQRX resort on beautiful shores of Gulf of Aden where men can frolic with boys below deck on the Galaxy Leader. It's BS lol"  
[X Link](https://x.com/Chuckyb22074706/status/1863623166897111268)  2024-12-02T16:36Z [--] followers, [---] engagements


"@danielbraden18 Lol getting my bags off Delta this second and TG dumb $ paid me so well in gme. Happy Holydays"  
[X Link](https://x.com/Chuckyb22074706/status/1864012579523199393)  2024-12-03T18:23Z [--] followers, [---] engagements


"Some things never change. Gangs like MS JPM etc with ridiculous assertions & PTs can't be that stupid. Only one logical conclusion. Like the old MS-Smith Barney ad: "We make $ the old fashioned way: we steal it. No complaints tho making a lotta $ on ZIM. Love $ZIM"  
[X Link](https://x.com/Chuckyb22074706/status/1864383593545363950)  2024-12-04T18:57Z [--] followers, [---] engagements


"JOC: "US shippers are finding it more difficult to secure refrigerated (reefer) containers for Asian exports as volumes surge by double-digit percentages ahead of a potential US port strike next month." $ZIM has good size reefer fleet-probly 60-70K TEUs most of which are FEUs"  
[X Link](https://x.com/Chuckyb22074706/status/1864517854323773564)  2024-12-05T03:51Z [--] followers, [----] engagements


"$ZIM base SWAG: Great Q4+Q1. Rates fall postCNY but with RS floor for a few months=breakeven Q2 then strong [----] Q3Q4. Great [----] divs incl 4/25 trueup '24 calendar divs($5).PT $40+ incl divs. We@$25 now incl divs. BAD case: economy RS opens-HA Great case: ILA/CNY/DJT mayhem"  
[X Link](https://x.com/Chuckyb22074706/status/1865094075914867106)  2024-12-06T18:00Z [--] followers, [---] engagements


"ZIM adding rate increase in one week on T-P of $2000 like other liners. Eli was confident few weeks ago ILA will likely strike and with strong rates both Asia to EU&India exports I wouldn't bet against ZIM rates holding and with more capacity to boot. Then $Zim be making bank"  
[X Link](https://x.com/Chuckyb22074706/status/1865880882583654692)  2024-12-08T22:07Z [--] followers, [----] engagements


"@TheRealAndyHere Eventually yes. But it should last at least [--] days or more before he gets in office and each day will bring more congestion to benefit of $ZIM. Remember too fwiw he had encouraging words for ILA fighting the 'profiteering foreign liners'"  
[X Link](https://x.com/Chuckyb22074706/status/1865967441680990629)  2024-12-09T03:51Z [--] followers, [---] engagements


"$ZIM short interest down 16% to [-----] million on 11/29 from [-----] million on 11/15"  
[X Link](https://x.com/Chuckyb22074706/status/1866561475352969626)  2024-12-10T19:11Z [--] followers, [---] engagements


"JOC today: "Container lines are pushing harder on the need for automation at US East and Gulf coast ports as longshore labor refuses to negotiate on the technology issue and the unions Jan. [--] strike threat nears." $zim"  
[X Link](https://x.com/Chuckyb22074706/status/1866645703474421839)  2024-12-11T00:46Z [--] followers, [---] engagements


"I think $ZIM will pay out dividends of 33% of current share price just in the next six months-i.e.$6+. That includes $5 Q4 /trueup and a good Q1. Though Q1 rates have just begun ILA/DJT/CNY could push that number up even more. Added another tranche this AM"  
[X Link](https://x.com/Chuckyb22074706/status/1866944034393989265)  2024-12-11T20:31Z [--] followers, [----] engagements


"gCaptain: Rates going up. ILA/CNY/DJT trifecta is leading to significant increases in ocean pricing to USEC USWC and Gulf as of December [--] warned Alan Baer CEO of OL-USA. Space is increasingly under pressure. $zim"  
[X Link](https://x.com/Chuckyb22074706/status/1867011568417886367)  2024-12-12T01:00Z [--] followers, [---] engagements


"@Edark94 Intel sources say there is no military solution to RS Houthis will always hate us and can keep RS closed with relatively little by way of resources. Opening RS will require cooperation of Iran and Russia and probly the Houthis too. $zim"  
[X Link](https://x.com/Chuckyb22074706/status/1867057251200143525)  2024-12-12T04:01Z [--] followers, [---] engagements


"@tatin17 This is the thesis I've been going with; rate index curves not unlike [----] but more subdued. But now hearing more chatter of late re: stronger expected [----] demand eg Maersk. Add ILA/USMX which could be a dud or a doozy. I'm starting to lean toward the latter and be huge for $zim"  
[X Link](https://x.com/Chuckyb22074706/status/1867612027637883360)  2024-12-13T16:46Z [--] followers, [---] engagements


"Happy GRI day. $ZIM T-P $2K GRI starts today. With both Eli's recent confidence and rate strength I'm guessing Eli already got the jump on jacking rates. This keeps up and we'll have a heckuva Q1"  
[X Link](https://x.com/Chuckyb22074706/status/1868297518079225878)  2024-12-15T14:10Z [--] followers, [---] engagements


"Zim starting Q1 making bank. And still a month from ILA mayhem. CNY DJT RS Houthis. You can be protected from mayhem with $ZIM"  
[X Link](https://x.com/Chuckyb22074706/status/1869103458760208732)  2024-12-17T19:32Z [--] followers, [---] engagements


"I think $ZIM weak anticipating lull in rates in Feb/Mar. Some frontloading now BUT also US is seeing record levels consumer spend ILA and more mayhem otw So who knows And Houthis not going anywhere. Like to see Zim run ads using Allstate guy complete with special effects"  
[X Link](https://x.com/Chuckyb22074706/status/1869433902819103062)  2024-12-18T17:25Z [--] followers, [---] engagements


"-2-This is actually real and reported by gCaptain. Houthis actually developing a biz model Shut RS with $50K drones charge 10x that for passage pricing in human&weapons losses to airstrikes and I guess you have a sustainable cash biz. RS opens Xmas [----] maybe. Love $ZIM"  
[X Link](https://x.com/Chuckyb22074706/status/1869792662808867179)  2024-12-19T17:11Z [--] followers, [---] engagements


"-1- $ZIM Sorry if posted but Houthis/HOCC are planning a seminar and webinar onsecurity of navigation in the Red Sea. and inviting I guess the likes of Chris Arcadio Juan etc for agenda ideas and insights to enrich the discussion. Then maybe funding rounds IPOESGDEI"  
[X Link](https://x.com/Chuckyb22074706/status/1869792933475741876)  2024-12-19T17:12Z [--] followers, [---] engagements


"@J_M_G_B_ Couldn't read all but gather the jist is: Wan Hai Lines is preparing "for another strong year"  
[X Link](https://x.com/Chuckyb22074706/status/1869820819293254071)  2024-12-19T19:03Z [--] followers, [--] engagements


"Years and decades of horrid perf amongst box liners have forged a strong distrust of the likes of $ZIM. I mean Zim [----] PE now [---] Demand will wax n wane but punditsconsultantsshippers and liners all seem to agree: RS keeping supply tight and [----] likely a repeat of 2024+/-"  
[X Link](https://x.com/Chuckyb22074706/status/1869828121438134582)  2024-12-19T19:32Z [--] followers, [---] engagements


"@TheRealAndyHere @UncertifiedFA69 @kinginvestings Indeed and followed closely by another nice $zim dividend two months later in May for Q1"  
[X Link](https://x.com/Chuckyb22074706/status/1870507307144237438)  2024-12-21T16:31Z [--] followers, [---] engagements


"@dmiko789 McKown's report is a must read-on his linkedin page. Besides detailing the strong import data he goes into Census inventory data. He concludes anecdotal info that imports are strong due to pull-forward are unfounded/minimal but is affecting coastal shifts. That's huge for $ZIM"  
[X Link](https://x.com/Chuckyb22074706/status/1870520857455694213)  2024-12-21T17:24Z [--] followers, [---] engagements


"@christankerfund My ongoing $ZIM WAG kinda like his i think: RS continues and ongoing ballpark $10/share eps i.e.20252026 etc with index/rate curves subdued versions of [----]. My [--] month PT(HAHA) maybe a bit higher at [--] incl divs. But there's no underestimating the insanity that afflicts us"  
[X Link](https://x.com/Chuckyb22074706/status/1870525040397254920)  2024-12-21T17:41Z [--] followers, [---] engagements


"Box liners like $ZIM are pushing hard for higher rates/GRIs. No carrier in [----] was seeking $1000 per FEU in terms of early and mid-month GRIs Now four of the eight top carriers operating on the trans-Pacific trades are seeking $3000 per FEU twice a month WTF Mayhem"  
[X Link](https://x.com/Chuckyb22074706/status/1871412392774848902)  2024-12-24T04:27Z [--] followers, [----] engagements


"The four main headlines in Fridays JOC: Maritime [--] DJTILACNY to boost Q1'25 esp T-P [--]. Reefers will be in high demand [----] $Zim has lotsa these [--]. Continued volatility to keep liners' profits steady in [----] [--]. USGC ports expanding to handle expected incr volume in '25"  
[X Link](https://x.com/Chuckyb22074706/status/1873445591637975472)  2024-12-29T19:06Z [--] followers, [---] engagements


"JOC today: "After successfully raising spot rates by almost $1000 per FEU Dec. [--] T-P carriers are pushing for a similar increase on Jan. [--] which if successful would lift rates to the West Coast to $6000 per FEU and East Coast rates to approximately $7000 per FEU" ❤ $ZIM"  
[X Link](https://x.com/Chuckyb22074706/status/1873934393598947739)  2024-12-31T03:29Z [--] followers, [---] engagements


"2021 global capacity 25M TEU. Add 5M TEU newbuilds 2023/24=30M. Add 8M TEU newbuilds by [----] and if little scrapping due to RS=38M TEU about 50% up over [--] years with longer voyages on older ships. But That'll still give us a whole year to meet [----] Carbon goals LOL. $ZIM LNG"  
[X Link](https://x.com/Chuckyb22074706/status/1877222843236139421)  2025-01-09T05:16Z [--] followers, [---] engagements


"@InvestyMan @TNdMXX Two things going for $ZIM contracts here. [--]. Asia-EU Contracts started 1/1/25 so those were done at rates probly much better than last year. [--]. T-P start 5/1/25 and liners pushing harder for that this year and with strong CNY DJT=good chance. Where there's DJT there's fire-LOL"  
[X Link](https://x.com/Chuckyb22074706/status/1877454584370581632)  2025-01-09T20:37Z [--] followers, [---] engagements


"@InvestyMan @TNdMXX This all against a backdrop of RS and alliances moving ships all over the globe keeping rates crazy. With all that I think a lot more room for upside for $ZIM than down. I wouldn't be surprised to see ZIM stay heavy in spot and for [----] eps to be closer to $20 than consensus $1.7"  
[X Link](https://x.com/Chuckyb22074706/status/1877459790374248593)  2025-01-09T20:57Z [--] followers, [---] engagements


"@momtchil74 @christankerfund Asia-EU contracts start Jan [--] T-P May [--]. But Maersk does rolling adjustments of contracts quarterly like index averaging so they're making bank. Also they're balance sheet and share count have shown big time improvements this last [--] years"  
[X Link](https://x.com/Chuckyb22074706/status/1877932288735936613)  2025-01-11T04:15Z [--] followers, [--] engagements


"@Invest_uy But for Q4 $ZIM at THREE times EPS of ONE Q(So expensive) which leads to three inescapable conclusions: 1) Stupendous quarterly dividends ahead 2) Houthis will always run away if only to fight another day and hence 3) Even more Stupendous quarterly dividends ahead"  
[X Link](https://x.com/Chuckyb22074706/status/1878892600725541230)  2025-01-13T19:51Z [--] followers, [---] engagements


"Two things. Houthis gave very bullish long term guidance for ZIM yest. And 2) Two years ago today when $ZIM sucked ZIM traded at the exact same share price as today. And they really sucked back then. Even then they bounced up about 25% before dividend"  
[X Link](https://x.com/Chuckyb22074706/status/1879950844331979155)  2025-01-16T17:56Z [--] followers, [---] engagements


"Liners like $ZIM do great during times of global chaos. As Maxwell Smart would say today: "I don't see any Kaos" lol"  
[X Link](https://x.com/Chuckyb22074706/status/1881764343819460835)  2025-01-21T18:02Z [--] followers, [---] engagements


"@AncientSion @kashyap286 $ZIM one of if not the cheapest stock in the market. $16 stock made $19 in '24. Should make another $10 this year. Taxes can be recouped in taxable accounts using foreign income tax credit"  
[X Link](https://x.com/Chuckyb22074706/status/1882433077097685213)  2025-01-23T14:19Z [--] followers, [---] engagements


"I'd be only a bit surprised but not shocked to see USN pull out of RS. RS really more of an EU problem. Little effect on US relatively. Those missiles aint cheap or the F-18's they're self-shooting down. And you know DJT. Where DOGE at $ZIM"  
[X Link](https://x.com/Chuckyb22074706/status/1882450850897170547)  2025-01-23T15:30Z [--] followers, [---] engagements


"@tradedollarnut Agreed. A consistent theme this last year of analysts just not willing to go out on a limb on $zim heavy spot and woefully underestimating earnings even going short often with NEGATIVE estimates up to last minute. Bit like met coal couple years ago; RS opening "imminent" lol"  
[X Link](https://x.com/Chuckyb22074706/status/1882475837272047618)  2025-01-23T17:09Z [--] followers, [---] engagements


"@charlesbonnerjr A liner like $ZIM right now the best place in shipping. Even with ceasefires 90-100% Houthis will never go away"  
[X Link](https://x.com/Chuckyb22074706/status/1882807772250783962)  2025-01-24T15:08Z [--] followers, [---] engagements


"@J_M_G_B_ I agree no RS return by March but not due to contracts. [--] weeks in and the Hamas CF already showing signs of failure and DJT is hands off Israel. Similarly the Leb-Israel CF already failing. It'd be crazy for stakeholders to think RS won't revert back to wider hostilities. $ZIM"  
[X Link](https://x.com/Chuckyb22074706/status/1882964515891057119)  2025-01-25T01:31Z [--] followers, [---] engagements


"@InvestyMan @lantastic79 @christankerfund Most believe spot rates will continue to drop for the next 1-2 months due to seasonality like last year. Newbuilds alliances may play a role or not but the seasonal lull is the primary cause and will affect $ZIM too"  
[X Link](https://x.com/Chuckyb22074706/status/1885361468704461018)  2025-01-31T16:16Z [--] followers, [---] engagements


"Hot off the press: The U.S. Postal Service said "USPS reverses and Will Accept Inbound Packages From China Hong Kong" $zim"  
[X Link](https://x.com/Chuckyb22074706/status/1887162399968342342)  2025-02-05T15:32Z [--] followers, [---] engagements


"Maersk doing USD$2B buyback. They're one of the biggest liners and I think it not only signals conviction that their company is undervalued but strongly implies $ZIM is also undervalued by a lot"  
[X Link](https://x.com/Chuckyb22074706/status/1887244080599777504)  2025-02-05T20:57Z [--] followers, [---] engagements


"@InvestyMan @christankerfund @tatin17 @danielbraden18 Maybe the special div to avoid a bit of extra admin duties as required by NYSE IDK. But not a big deal i.e. ex-div change. It's unusual but happens esp w/commodity stocks-two of mine in last two years-UNTC and METC. And Zim in 2023"  
[X Link](https://x.com/Chuckyb22074706/status/1887552091729895655)  2025-02-06T17:21Z [--] followers, [--] engagements


"@GMJournalist Good read ty $zim"  
[X Link](https://x.com/Chuckyb22074706/status/1889117661453275586)  2025-02-11T01:02Z [--] followers, [---] engagements


"Q1 '25 rates and volumes last [--] months appear to be up nicely 5-10% over Q2 [----] esp volumes when $ZIM EPS was $3.08. I agree with those seeing Q1 eps $4+. Meaning another nice $1+ Div in May and starting the march toward another possibly wild true-up Div for [----]. RS/PS/DJT"  
[X Link](https://x.com/Chuckyb22074706/status/1899183529143275692)  2025-03-10T19:40Z [--] followers, [---] engagements


"@AlfredoM617 Yea his departure was related to Kenon's divestment; one of his directors. Sorry don't have a reference"  
[X Link](https://x.com/Chuckyb22074706/status/1900399665696116834)  2025-03-14T04:12Z [--] followers, [--] engagements


"4 reasons I'm long $ZIM: 1) RS 2)I think DJT signs USTR XO soon(3/24) which will incr KAOS.& ZIM 3)Seasonal incr shipping starts next month or two 4)Q1 div $1ish in May which is $1 more than Q1'24 & based on $15 ex-div=yield of 6.66%; a great stock#-see S&P 3/2009 low=666"  
[X Link](https://x.com/Chuckyb22074706/status/1903131877550199168)  2025-03-21T17:09Z [--] followers, [---] engagements


"If you bought $ZIM at IPO for $15ish $46/share divs have been paid out. If a year ago at $12-13(my case) $8 divs paid out for [----]. The divs are lumpy and require KAOS. But KAOS may be the norm now. Next week a paradigm shift may well occur in box shipping bringing more KAOS"  
[X Link](https://x.com/Chuckyb22074706/status/1903131924090200323)  2025-03-21T17:09Z [--] followers, [---] engagements


"@JHannisdahl @joeriwestland tidbits: $Zim owns [--] ships as of March 1st. Elsewhere [--] ships are leased 15K LNGs built in Korea on [--] yr leases good mix of other newbuilds from Korea too. This may be significant in coming weeks depending on USTR"  
[X Link](https://x.com/Chuckyb22074706/status/1903483952180134389)  2025-03-22T16:28Z [--] followers, [---] engagements


"Tiddies 3-Last [--] Q's $Zim Net was$2.5B. $1B back to us via Divs & $1.5B retained & used for: Frontloaded lease downpayments & purchase of more Zim owned ships and boxes. Last year owned ships went from [--] to now [--] & owned boxes from 389K TEU to 465K. Ann rpt p. 43-50 tiddies"  
[X Link](https://x.com/Chuckyb22074706/status/1903500768738676989)  2025-03-22T17:35Z [--] followers, [---] engagements


"Submariner and Heritage Sr Fellow Brent Sadler to head US Maritime Admin. He's an outspoken US maritime hawk and no doubt strongly for USTR fees. All signs pointing toward a near term Paradigm shift in box shipping favoring $ZIM"  
[X Link](https://x.com/Chuckyb22074706/status/1904630773971366295)  2025-03-25T20:25Z [--] followers, [---] engagements


"@J_M_G_B_ @JoySaavedraa @christankerfund Common sense only. Implementing only the fee that is easiest to work around would defeat the purpose of USTR [---]. Might as well not have any fees"  
[X Link](https://x.com/Chuckyb22074706/status/1905001629348192294)  2025-03-26T20:59Z [--] followers, [---] engagements


"$ZIM $ZIM will be one of the most benefited shipping companies if USTRs proposal goes ahead. COSCO and EVERGREEN will have major surcharges. 🚀 $ZIM will be one of the most benefited shipping companies if USTRs proposal goes ahead. COSCO and EVERGREEN will have major surcharges. 🚀"  
[X Link](https://x.com/Chuckyb22074706/status/1905255233824985296)  2025-03-27T13:47Z [--] followers, [---] engagements


"$ZIM Reviewing USTR's Proposed Section [---] Action Addressing Chinese Control of Global Maritime Commerce BLUF: this is an important and necessary action that will be necessarily disruptive and (if properly structured) drive numerous PRO-GROWTH outcomes for the US. BACKGROUND I'm https://t.co/mDr5Cn714C Reviewing USTR's Proposed Section [---] Action Addressing Chinese Control of Global Maritime Commerce BLUF: this is an important and necessary action that will be necessarily disruptive and (if properly structured) drive numerous PRO-GROWTH outcomes for the US. BACKGROUND I'm"  
[X Link](https://x.com/Chuckyb22074706/status/1905255672637239546)  2025-03-27T13:48Z [--] followers, [---] engagements


"@J_M_G_B_ A USTR order book fee may not be limited to containerships. Ex HMM has breakbulks tankers on order from China. $zim no"  
[X Link](https://x.com/Chuckyb22074706/status/1905572465041944654)  2025-03-28T10:47Z [--] followers, [---] engagements


""Hypocrisy meter" redlining. $ZIM IMO GHG Strategycommits Member States to adopting new mid-term measures to reduce GHG emissions from ships in late [----] including:an economic element on the basis of a maritime GHG emissions pricing mechanism. In other words the UN is putting a climate tariff on 80% of https://t.co/0vjzjA30bR IMO GHG Strategycommits Member States to adopting new mid-term measures to reduce GHG emissions from ships in late [----] including:an economic element on the basis of a maritime GHG emissions pricing mechanism. In other words the UN is putting a climate tariff on 80% of"  
[X Link](https://x.com/Chuckyb22074706/status/1908227936978641344)  2025-04-04T18:39Z [--] followers, [---] engagements


"My last three posts involve: USTR [---] RS and GHG in that order. All likely tailwinds for $ZIM. IDK where ZIM bottoms but I believe the tariff issue headwind will be short-lived compared to these three tailwind issues"  
[X Link](https://x.com/Chuckyb22074706/status/1908231351284699506)  2025-04-04T18:53Z [--] followers, [---] engagements


"$zim So far Taiwan Israel India Cambodia and Vietnam have all said they will eliminate all tariffs on U.S. goods if they can strike a trade deal. So far Taiwan Israel India Cambodia and Vietnam have all said they will eliminate all tariffs on U.S. goods if they can strike a trade deal"  
[X Link](https://x.com/Chuckyb22074706/status/1909080963058974748)  2025-04-07T03:09Z [--] followers, [---] engagements


"@shaunrein You and a lot of folks keep making the same mistake time after time after time and don't seem to learn. There is one person leading this 1-week old tariff war and it's not Bessent"  
[X Link](https://x.com/Chuckyb22074706/status/1910356170520281522)  2025-04-10T15:36Z [--] followers, [--] engagements


"Trading $ZIM a little sold shares I bought @ [----] @ breakeven yesterday. Added 20K shares today at [----]. $16 seems fair to me now maybe mid-20's if good Peak Season/short covering"  
[X Link](https://x.com/Chuckyb22074706/status/1910377449072058527)  2025-04-10T17:00Z [--] followers, [---] engagements


"@J_M_G_B_ Def fallen off a cliff. But Could there be China txshipments that could help Or with PS coming and a ROW [--] day tariff-timeout now might be the time to get stuff shipped-a lot of it. Maybe neither helps and ZIM gets 'fugly'. Or we could see KAOS. And where rates go $Zim goes"  
[X Link](https://x.com/Chuckyb22074706/status/1910521185055490155)  2025-04-11T02:32Z [---] followers, [---] engagements


"Simon J Evenett Professor of Geopolitics and Strategy at IMD Linkedin Briefing Apr 10th: Expect accelerated exports to US during pause further stockpiling in US constrained shipping capacity "Expect Headline: US imports to rise sharply" $ZIM"  
[X Link](https://x.com/Chuckyb22074706/status/1910560608946135468)  2025-04-11T05:08Z [--] followers, [---] engagements


"And $ZIM in the thick of it. Flexport ocean freight bookings from Vietnam passed bookings from China for the first time last week. Flexport ocean freight bookings from Vietnam passed bookings from China for the first time last week"  
[X Link](https://x.com/Chuckyb22074706/status/1911797332703670709)  2025-04-14T15:02Z [--] followers, [---] engagements


"This could be another Covid-Kaos shaping up. China the "OPEC of intermediate inputs" will send intermediates to Asian countries or Mexico vs USA for final assembly then on to USA. Ironically it is Jason Miller cited in Greg Miller's article today on TP who spells this out $ZIM In August there will be some gluts and major stock-outs in other categories. Outside China factories are drowning in pull-forward orders. And every factory in China is getting canceled purchase orders. What I am saying is hoard that toilet paper (or whatever is China only) In August there will be some gluts and major"  
[X Link](https://x.com/Chuckyb22074706/status/1911996692695544135)  2025-04-15T04:15Z [--] followers, [---] engagements


"SKorea to build ships in US. DJT dead serious on USTR. Coming to $ZIM theater near you: USTR congestion on top of tariff congestion on top of PS on top of RS.WHAT'S IT SPELL $20 EPS lol Hanwha Markets Building LNG Carriers in Pennsylvania to Meet USTR Rules https://t.co/yvyjJYkt4q #maritime #maritime-news Hanwha Markets Building LNG Carriers in Pennsylvania to Meet USTR Rules https://t.co/yvyjJYkt4q #maritime #maritime-news"  
[X Link](https://x.com/Chuckyb22074706/status/1915058157413716236)  2025-04-23T15:00Z [--] followers, [---] engagements


"Bessent is reading $ZIM lol Bessent also said: If you look I think that saw a number that container bookings between China in the U.S. and this is from two weeks ago is down 64%. So the goal isnt to decouple. The goal isnt to decouple. And I do say China is going to be a slog in terms of the Bessent also said: If you look I think that saw a number that container bookings between China in the U.S. and this is from two weeks ago is down 64%. So the goal isnt to decouple. The goal isnt to decouple. And I do say China is going to be a slog in terms of the"  
[X Link](https://x.com/Chuckyb22074706/status/1915094367326384248)  2025-04-23T17:24Z [--] followers, [---] engagements


"@dmiko789 Cosco/OOCL are intentionally the main targets of the USTR [---] fees and USTR is aware of this Cosco strategy. So fortunately for $zim there is near-zero chance it will succeed. USTR can simply add fees to all boxes from Cosco/OOCL regardless of ship it arrives on"  
[X Link](https://x.com/Chuckyb22074706/status/1915125481596211574)  2025-04-23T19:27Z [--] followers, [---] engagements


"$ZIM KAOS According to Benton Kauffman TransPacific SVP @DSV GLobal "Lack of empty containers at Southeast Asia ports are expected to ramp up volumes as sourcing shifts quickly" courtesy Michael Angell Senior Editor at http://JOC.com http://JOC.com"  
[X Link](https://x.com/Chuckyb22074706/status/1916543911784227173)  2025-04-27T17:24Z [--] followers, [---] engagements


"Crazy good Zim increased their box capacity 22% in [----] from 885K TEUs to [----] Million TEUs. It's like watching Dexter except it's $ZIM Original Sin. Pass the Popcorn"  
[X Link](https://x.com/Chuckyb22074706/status/1916544255574626543)  2025-04-27T17:25Z [--] followers, [---] engagements


"KAOS forever. F-18 lost overboard in RS. No fatalities. $ZIM Super Hornet Assigned to USS Harry S. Truman Lost at Sea - USNI News https://t.co/G9Tc3fnh3Q https://t.co/TYyMvIfcdY Super Hornet Assigned to USS Harry S. Truman Lost at Sea - USNI News https://t.co/G9Tc3fnh3Q https://t.co/TYyMvIfcdY"  
[X Link](https://x.com/Chuckyb22074706/status/1916974334632984735)  2025-04-28T21:54Z [--] followers, [---] engagements


"$STNG $TEN $TNK Houthi threaten shipowners carrying US crude in the Red Sea https://t.co/OANTpXZjfe #maritimenews #shippingnews Houthi threaten shipowners carrying US crude in the Red Sea https://t.co/OANTpXZjfe #maritimenews #shippingnews"  
[X Link](https://x.com/Chuckyb22074706/status/1919135976951095525)  2025-05-04T21:04Z [--] followers, [---] engagements


"$INSW Houthi threaten shipowners carrying US crude in the Red Sea https://t.co/OANTpXZjfe #maritimenews #shippingnews Houthi threaten shipowners carrying US crude in the Red Sea https://t.co/OANTpXZjfe #maritimenews #shippingnews"  
[X Link](https://x.com/Chuckyb22074706/status/1919136480032694358)  2025-05-04T21:06Z [--] followers, [---] engagements


"@J_M_G_B_ Q2 was expected to be weak and now more so. Not buying demand destruction just yet. And significantly inventories being depleted should add fuel to 2H on top of tradelane KAOS USTR RS Peak season etc. Gonna get even crazier in 2H for $zim. Pass the popcorn"  
[X Link](https://x.com/Chuckyb22074706/status/1919569836977324226)  2025-05-06T01:48Z [--] followers, [---] engagements


"I'd like to broach an uncomfortable topic which many find quite distasteful. It's Peak Season Surcharge Coming soon to a $ZIM theater near you"  
[X Link](https://x.com/Chuckyb22074706/status/1922286499778662846)  2025-05-13T13:43Z [--] followers, [---] engagements


"@rsnedz @GardinerIsland @carpool_ceo My guess is eps $3 for Q1. Hapag reported today EBIT eps for Q1. Their perf relative to Q4 QOQ suggests $3 for $zim"  
[X Link](https://x.com/Chuckyb22074706/status/1922661524511899659)  2025-05-14T14:33Z [--] followers, [---] engagements


"I aint gots Bipolar. I'm just a $Zim tard"  
[X Link](https://x.com/Chuckyb22074706/status/1922665089993199916)  2025-05-14T14:47Z [--] followers, [---] engagements


"@GardinerIsland @carpool_ceo I was wrong liking DAC over GSL. Def like GSL more"  
[X Link](https://x.com/Chuckyb22074706/status/1924474638156832925)  2025-05-19T14:38Z [--] followers, [--] engagements


"Sold 1/3 position holding 303K shares $Zim. No options. $20+seems fair today imo BUT with hi Short Int PS RS DJT & ships and trade lanes all over the map literally/figuratively--I think we see $25-30 again soon"  
[X Link](https://x.com/Chuckyb22074706/status/1924516142783070534)  2025-05-19T17:22Z [--] followers, [---] engagements


"@GMJournalist CEOs and the Port of LA CEO have dubious records. $ZIM sandbagged to the extreme all last year as did many analysts. Port of LA boss too. Per Freightwaves Gene Seroka WHIFFED on [----] supply chain crash. He also has interest in wooing USEC traffic to his port Assuage customers"  
[X Link](https://x.com/Chuckyb22074706/status/1924606819583877550)  2025-05-19T23:23Z [--] followers, [---] engagements


"Trade war with China isn't just DJT it's bipartisan; not going away. Frontloading should continue at frenzied rate indefinitely. High volumes KAOS means box liners again will probably be proportionately most profitable companies on earth. Added $Zim $Maersk today"  
[X Link](https://x.com/Chuckyb22074706/status/1928487250142048749)  2025-05-30T16:22Z [--] followers, [---] engagements


"This $16 $zim [----] eps estimate would be clouded by income taxes and lower costs"  
[X Link](https://x.com/Chuckyb22074706/status/1929847267403395268)  2025-06-03T10:26Z [--] followers, [---] engagements


"@J_M_G_B_ I think that article may be stale. Lars Jensen on NYSHEX's youtube NYFI and Freight Update podcast yest at 3:45-5:00 minute mark talks about Asia-LATAM rates now up 100% Asia-EU rates now up 40%. "Make no mistake this is a widespread phenomenon" $zim"  
[X Link](https://x.com/Chuckyb22074706/status/1930021126673236103)  2025-06-03T21:57Z [--] followers, [---] engagements


"More stuff going from China to US. More stuff going from China to other Asian countries. More stuff going from other Asian countries to US. $zim Data says the "global trade war" is really just about China and neighboring countries (Vietnam and Thailand). Source: GoSONAR https://t.co/sLP8aTePgU Data says the "global trade war" is really just about China and neighboring countries (Vietnam and Thailand). Source: GoSONAR https://t.co/sLP8aTePgU"  
[X Link](https://x.com/Chuckyb22074706/status/1930299332185489427)  2025-06-04T16:23Z [--] followers, [----] engagements


"Nice lil buying op this AM. Not quite a BOGO but not bad at 16ish Speaking of BOGOs I got 20lbs org pataya yest cleaned frozen smoothie ready for $6/2lb packs@Publix. "Product of Viet Nam" probly on $ZIM reefers lol. More Stuff"  
[X Link](https://x.com/Chuckyb22074706/status/1930638701077414400)  2025-06-05T14:51Z [--] followers, [---] engagements


"@GMJournalist Good read thanks. T-P capacity fell sharply from start of trade war a few months ago up to tariff pause. Now T-P capacity adds will make it flattish vs before the trade war. The EverGiven on top of Covid-KAOS. It can get much crazier with historic slugs PS coming. $zim"  
[X Link](https://x.com/Chuckyb22074706/status/1930736566059618798)  2025-06-05T21:20Z [--] followers, [---] engagements


"CTS data for April show global TEU growth of 3.5% YOY but.TEU-Mile growth of 5.1% It's the beginning of yet another shock that is just starting and it's good for $zim $Maersk $GSL and anyone else with a boat"  
[X Link](https://x.com/Chuckyb22074706/status/1930997196809204186)  2025-06-06T14:36Z [--] followers, [---] engagements


"$zim $maersk $gsl International container import volumes into the US have nearly returned to Liberation Day levels. We expect volumes in the coming weeks to continue to increase. https://t.co/bKLdPIiwWX International container import volumes into the US have nearly returned to Liberation Day levels. We expect volumes in the coming weeks to continue to increase. https://t.co/bKLdPIiwWX"  
[X Link](https://x.com/Chuckyb22074706/status/1931869776248254625)  2025-06-09T00:23Z [--] followers, [---] engagements


"This is a big deal. I'd reposted tabular data of this prior that included Brazil. Tradelanes are being perm changed. Eg-More China exports now going [----] miles west to Thailand then back east from ASEAN to US. More miles more TEUs more $zim US tariffs on China are a big deflationary shock most obviously so for China where goods that would have gone to the US now pile up in warehouses. But also for the rest of the world where China is now dumping goods that would have gone to the US. Deflation is the real story. https://t.co/yviH5h4OHc US tariffs on China are a big deflationary shock most"  
[X Link](https://x.com/Chuckyb22074706/status/1932104294553325659)  2025-06-09T15:55Z [--] followers, [----] engagements


"@joeriwestland 100%. And not just $Zim. Easier to see mathethmatically a similar effect with Maersk. $Maersk has gone from an EV of $50B to $20B by hoarding buybacks etc. All while increasing profitability"  
[X Link](https://x.com/Chuckyb22074706/status/1932107980117524936)  2025-06-09T16:10Z [--] followers, [---] engagements


"Sorry this should've been my earlier repost showing fall in China-US exports with rising China-ASEAN exports and ultimately to US. $zim China overnight published May trade data. Its direct exports to the US are down sharply (top left black line) but its exports to all kinds of places across Asia are up massively. These are obviously transshipments to the US via 3rd countries. Thailand and Vietnam look bonkers. https://t.co/xtb0mDA9yQ China overnight published May trade data. Its direct exports to the US are down sharply (top left black line) but its exports to all kinds of places across Asia"  
[X Link](https://x.com/Chuckyb22074706/status/1932118548316312033)  2025-06-09T16:52Z [--] followers, [---] engagements


"Venerable Lars Jensen yest: T-P high/climbing. SAmer vols seeing huge 20%+ monthly growth last 4-5 months & now SAmer ships poss being pulled for T-P. SAmer rate hikes vs T-P-"You aint seen nothing yet" "100's of %" SAmer rate hikes. Expect T-P demand to fall late Aug $zim"  
[X Link](https://x.com/Chuckyb22074706/status/1932304724478267825)  2025-06-10T05:12Z [--] followers, [---] engagements


"Anticipating a breakeven kind of Q2 and after listening to LarsJ I looked at SAmer rates which started shooting up mid-April and with good volumes. So makes sense that $Zim could actually have a good Q2. Were they nimble enough Here's and cheers to hoping for $1-2 eps"  
[X Link](https://x.com/Chuckyb22074706/status/1932486202206093757)  2025-06-10T17:13Z [--] followers, [---] engagements


"Note to self: after this Kaos slug comes USTR. Probably be nothing. $zim"  
[X Link](https://x.com/Chuckyb22074706/status/1932840764222119945)  2025-06-11T16:42Z [--] followers, [---] engagements


"From the uber-talented Freightwaves Skipper and storied Trucker $zim: Container volumes out of China to the US are up 53% MoM https://t.co/c9275fpt7g Container volumes out of China to the US are up 53% MoM https://t.co/c9275fpt7g"  
[X Link](https://x.com/Chuckyb22074706/status/1932976390225223813)  2025-06-12T01:40Z [--] followers, [---] engagements


"Guessing the intraday recovery in $zim starting earlier today than yest. Still managed to add 70K shares back above 450K"  
[X Link](https://x.com/Chuckyb22074706/status/1933213058660241576)  2025-06-12T17:21Z [--] followers, [---] engagements


"2) Will there be demand destruction Maybe. But would you rather put [---] boxes on your boat from China at $100 profit per box or [--] boxes from who knows where at $1000 profit per Math so easy even I can do it. $zim"  
[X Link](https://x.com/Chuckyb22074706/status/1933364267450794359)  2025-06-13T03:22Z [--] followers, [---] engagements


"1) Two permanent Agents of KAOS. Shorts' rally cry has been RS opening soon. Not even close to credible anymore. And market still mistaking 2nd Agent trade war like it's a negative. Both thin out fleets globally splinters trade and drains capacity. $zim"  
[X Link](https://x.com/Chuckyb22074706/status/1933364306600407048)  2025-06-13T03:22Z [--] followers, [---] engagements


"Update: SCFI mixed but strong. China-USWC down 26% to 4120/40' SCFI-USEC flat/down 2%. Notably SAmer rates very high-SA-EC up 15% to $4726/40' up from $1400/40 six weeks ago. Also per NYFI: boxes out of NE Asia up 60% to $5300/40 incl to USEC. More PSSs for July. $zim"  
[X Link](https://x.com/Chuckyb22074706/status/1933912512740618277)  2025-06-14T15:40Z [--] followers, [---] engagements


"My casual TA but w/o charts is $zim/X is seeing spikes in spam eg. GEAT spam that over the last [--] months consistently accompanied hi-volatility/swings between $16-24ish. Hence GEAT spam indicates a near to mid-term zim PT of $24. Idiotic Yes yes it is as is being short here"  
[X Link](https://x.com/Chuckyb22074706/status/1934681223302967393)  2025-06-16T18:35Z [--] followers, [---] engagements


"2) China surge delayed due to mult issues and won't hit LA for 1-2 weeks. This spiked NEAsia(KoreaJapan) rates 60%. EU congestion will escalate if not resolvd before PS starts in 1-2 months. GPS jamming/incr insurance etc--poss in Strt of Hormuz-- poss global shock. $zim"  
[X Link](https://x.com/Chuckyb22074706/status/1934839621697089723)  2025-06-17T05:04Z [--] followers, [---] engagements


"1) June 16-Freight update on youtube with LarsJ and Donald Davis-VP Commercial@Zim. Cargo is moving but a total effing mess. Rates sourcing frontloading decisions are all over the map and it sounds really bullish for ZIM. See notes below. $zim"  
[X Link](https://x.com/Chuckyb22074706/status/1934839643431682303)  2025-06-17T05:04Z [--] followers, [---] engagements


"@InvestyMan See if this link sticks. $zim NYFI & Freight Market Update 6/16: War Rates and Resilience"  
[X Link](https://x.com/Chuckyb22074706/status/1934967938681127397)  2025-06-17T13:34Z [--] followers, [---] engagements


"Not just tankers. If containers destined for gulf instead constipate Asian ports effects will be worldwide. $zim New footage of the tanker Adalynn ablaze in the Gulf of Oman after a severe collision with the tanker Front Eagle last night. Impact area is clearly visible and violently burning. Most of the superstructure is ablaze as well. https://t.co/AqHribvRtR New footage of the tanker Adalynn ablaze in the Gulf of Oman after a severe collision with the tanker Front Eagle last night. Impact area is clearly visible and violently burning. Most of the superstructure is ablaze as well."  
[X Link](https://x.com/Chuckyb22074706/status/1934984231882551695)  2025-06-17T14:39Z [--] followers, [---] engagements


"$zim For those following the Israel-Iran conflict obviously the biggest concern is the impact to civilians within both countries but in all things there is a freight angle. About 2-3% of containerized fright moves into the Persian/Arabian Gulf via the Strait of Hormuz (SOH). Most For those following the Israel-Iran conflict obviously the biggest concern is the impact to civilians within both countries but in all things there is a freight angle. About 2-3% of containerized fright moves into the Persian/Arabian Gulf via the Strait of Hormuz (SOH). Most"  
[X Link](https://x.com/Chuckyb22074706/status/1935381498112225462)  2025-06-18T16:58Z [--] followers, [---] engagements


"@AllVentured Lot of capacity but a lot of demand too that was unforeseen last couple years. I'll be surprised if more unforeseens don't pop up in the coming months/years; Middle East USTR congestionre-sourcing transshipmentsclimate. And liners appear to have improved capacity mgmnt. $zim"  
[X Link](https://x.com/Chuckyb22074706/status/1935771020490670310)  2025-06-19T18:45Z [--] followers, [---] engagements


"@Oriol_Mad @joeriwestland @AllVentured Per LarsJensen peak season in EU has not started yet and with stagnating if not worsening EU congestion it is possible EU congestion could significantly worsen as PS starts there in the next 1-2 months"  
[X Link](https://x.com/Chuckyb22074706/status/1935772643254313233)  2025-06-19T18:52Z [--] followers, [--] engagements


"Omar Nokta spoke immediately after Joakim the ZIM short and painted a more cogent and bullish scenario regarding container shipping. I've posted probly ad nauseam about this diversifying supply chain from ASEAN LATAM etc. It is both starting and bullish for $ZIM"  
[X Link](https://x.com/Chuckyb22074706/status/1936172854120194202)  2025-06-20T21:22Z [--] followers, [---] engagements


"Rates are still good on USEC SAmerica and NE Asia. RS and global shifts in trades look to provide growing drain on capacity. And USTR coming will handicap Chinese low-ballers. Add demand that may come if DJT extends lowered tariffs longer and we could see [----] rates again $zim"  
[X Link](https://x.com/Chuckyb22074706/status/1937551305469223287)  2025-06-24T16:40Z [--] followers, [---] engagements


"$ZIM June [--] Short interest up a modest 4% to [------] million from 21.667million"  
[X Link](https://x.com/Chuckyb22074706/status/1937940132000096729)  2025-06-25T18:25Z [--] followers, [---] engagements


"Coming soon to a cave near you: Iran and Russia now making Hobby Lobby drones with onboard AI targeting chips and Anti-jamming antennae. Houthis probly looking for shipping-friendly applications. $zim"  
[X Link](https://x.com/Chuckyb22074706/status/1937952091642761502)  2025-06-25T19:12Z [--] followers, [---] engagements


"SAmerica Africa getting markedly more Chinese exports. Final Destination US and for $zim shorts IDK idk. US efforts to undermine Chinas supply chain dominance are quickly spilling beyond its borders and is set to have a profound impact on cargo demand and shipping flows https://t.co/qAezozPMcu US efforts to undermine Chinas supply chain dominance are quickly spilling beyond its borders and is set to have a profound impact on cargo demand and shipping flows https://t.co/qAezozPMcu"  
[X Link](https://x.com/Chuckyb22074706/status/1938463998569030017)  2025-06-27T05:06Z [--] followers, [---] engagements


"2024 US net bought $105B worth of stuff from Vietnam & Vnam net bought $82B stuff from China. With lower tariffs going to Vietnam and other ASEANs(Thailand Laos etc) all these trade imbalances should continue growing thruout Asia. More TEU-miles More $ZIM"  
[X Link](https://x.com/Chuckyb22074706/status/1940625389011063224)  2025-07-03T04:15Z [--] followers, [---] engagements


"Another Houthi attack on non-Israeli linked MV Eternity. [--] mos quiet then out of the blue. CIA/Intel told shipping it would be like this [--] mos ago. And still "smart money" says RS normalcy can return."any month now". Golden age of box shipping Perhaps.perhaps $zim Three seafarers are confirmed to have died and at least two more have been seriously injured as Yemens Houthi militants continued to attack a Liberia-flagged bulker in the Red Sea on Tuesday (free to view) https://t.co/5ZXO8h51Mz Three seafarers are confirmed to have died and at least two more have been seriously injured as Yemens"  
[X Link](https://x.com/Chuckyb22074706/status/1942605374109941997)  2025-07-08T15:23Z [--] followers, [---] engagements


"Sal's usual exceptional coverage of the Sinking of the M/V Magic Seas. M/V Eternity C also in dire straits $zim Magic Seas Goes Down in the Red Sea 2nd Bulk Carrier - Eternity C - Struck While Carrying Food Aid New Video shows Magic Seas Sinking [--] dead and [--] wounded on Eternity C Impact on Shipping https://t.co/7atlqdSvT9 Magic Seas Goes Down in the Red Sea 2nd Bulk Carrier - Eternity C - Struck While Carrying Food Aid New Video shows Magic Seas Sinking [--] dead and [--] wounded on Eternity C Impact on Shipping https://t.co/7atlqdSvT9"  
[X Link](https://x.com/Chuckyb22074706/status/1942675546686607469)  2025-07-08T20:01Z [--] followers, [---] engagements


"$ZIM June [--] Short interest up 10% to [-----] million shares short from [------] million. [--] week high"  
[X Link](https://x.com/Chuckyb22074706/status/1943358643279216769)  2025-07-10T17:16Z [--] followers, [---] engagements


"Per OOCL and others US imports down but globally up nicely. A plus KAOS is effectively removing capacity beyond trade patterns. Eg. last two weeks 20% of capacity AGAIN has been removed from T-P helping rates level but still high. SAmer rates still very high which $zim likey"  
[X Link](https://x.com/Chuckyb22074706/status/1944851474464518162)  2025-07-14T20:08Z [--] followers, [---] engagements


"Shorts are on Hopium. That the RS and DJT KAOS are transient. Theoretically that's possible. But VERY unlikely and ultimately they will have to buy back a huge chunk of $ZIM's OS at inflated prices. Golden age of shipping Perhaps.perhaps"  
[X Link](https://x.com/Chuckyb22074706/status/1945149886590042587)  2025-07-15T15:54Z [--] followers, [---] engagements


"@christankerfund Right BOA hacks. So ZIm will lose $ now in 2H with Zero mention of USTR otw. Maersk is like the Gronk; just keeps hammering away. $Zim like Tyreek Hill w/phenominal athleticism or kill himself doing [---] in his McLaren enroute to game"  
[X Link](https://x.com/Chuckyb22074706/status/1945500697119564019)  2025-07-16T15:08Z [--] followers, [---] engagements


"@ROICRHODES Adding to that.like your chart CTS reported May NAmer cargo down 9%YoY while Globally cargo grew 1.8%. Excluding NAmerica global cargo in May grew 5.6%YoY. So even w/US weak strong global demand for TEUs. Jibes w/OOCL's report too. $zim"  
[X Link](https://x.com/Chuckyb22074706/status/1945937055105630593)  2025-07-17T20:02Z [--] followers, [---] engagements


"@fiordhedge @danielbraden18 @eli_glickman Best trading stock on the market. $ZIM has also been a very profitable hold. Zim is in the buy zone now. Business should be good for years with costs and inventories down and Agents of KAOS as firm as a Houthi in a cave with his pet goat. Zim has promising upside bias from here"  
[X Link](https://x.com/Chuckyb22074706/status/1946223877287219229)  2025-07-18T15:01Z [--] followers, [---] engagements


"@BoogieMcGee80 @christankerfund $zim is VERY bipolar. Less optimistic ok but "the only hope" too pessimistic. Rates are still well above historical. Maxwell Smart: "We are swarmed by KAOS agents". Coming up: RS Inventory catchup Rejuvenation of X-mas PS RS USTR [---] Incr trade patterns Golden Week RS"  
[X Link](https://x.com/Chuckyb22074706/status/1951651671416672505)  2025-08-02T14:29Z [--] followers, [---] engagements


"US Iran sanctions hit boxships as SeaLead world's 13th biggest will cancel charters on [--] ships/37% of it's capacity(about 75000TEU). Chinese operator Vuxx also affected. $zim"  
[X Link](https://x.com/Chuckyb22074706/status/1951664102843023511)  2025-08-02T15:19Z [--] followers, [---] engagements


"@7JasonAlexander @christankerfund @Splash_247 ONE executed badly last Q(EBITDA down 50% YOY vs CMA whose EBITDA was down 25%). ONE is forecasting a pretty strong current Q2( $ZIM Q3). And then back to the usual breakeven type of forecast for rest of year like we've been seeing since RS. Maersk next week may shed more light"  
[X Link](https://x.com/Chuckyb22074706/status/1951738151124292013)  2025-08-02T20:13Z [--] followers, [---] engagements


"gElCapitano reports that sources working with DJT say the complex issue of transshipment penalties will NOT be enforced against traditional transshipments but those involving fraud forgery etc. Means more stuff going all over hell more TEU-miles more $zim"  
[X Link](https://x.com/Chuckyb22074706/status/1953890643702690038)  2025-08-08T18:46Z [--] followers, [---] engagements


".expected to reach a deal with company shares with Unger joining them. The group is in the process of submitting an offer to acquire control with the chairman of the board of directors Yair Seroussi. The offer quotes a higher price than the current price. $zim"  
[X Link](https://x.com/Chuckyb22074706/status/1954837615275802666)  2025-08-11T09:29Z [--] followers, [---] engagements


"$zim Shipping mogul and car importer Rami Ungar has joined forces with Eli Glickman CEO of ZIM and other executives in the MBO (acquisition of control of the company by management) led by Glickman. Calcalist has learned that Glickman and five other senior executives are"  
[X Link](https://x.com/Chuckyb22074706/status/1954837665427116344)  2025-08-11T09:29Z [--] followers, [----] engagements


"LOL "Record Short Against Maersk Backfires in Trade-War Defying Rally $zim https://gcaptain.com/record-short-against-maersk-backfires-in-trade-war-defying-rally/ https://gcaptain.com/record-short-against-maersk-backfires-in-trade-war-defying-rally/"  
[X Link](https://x.com/Chuckyb22074706/status/1955275842784829877)  2025-08-12T14:31Z [--] followers, [---] engagements


"DJT is our present-day Orson Welles box liners are reporting weak Q2s(even Maersk box division was weak) and shorts still in a tizzy about overcapacity. From Eli's perspective now would be a good time to push a mbo thru. $zim"  
[X Link](https://x.com/Chuckyb22074706/status/1955626164804055144)  2025-08-13T13:43Z [--] followers, [---] engagements


"@TheRealAndyHere Market still looks at Covid & RS as one-offs that are done & now back to the prior [--] yr history of box liners hemorrhaging $$. That's the shorts' version & would make $20 seem fair. They've been wrong the last [--] mos they're still wrong & I'm still taking the other side. $zim"  
[X Link](https://x.com/Chuckyb22074706/status/1955670552087003344)  2025-08-13T16:39Z [--] followers, [---] engagements


"@ROICRHODES likely another "We don't comment on rumors". I've no idea about Q2 eps; zero to $1.5. Then an increase in guidance due to Q3"  
[X Link](https://x.com/Chuckyb22074706/status/1957520473199419663)  2025-08-18T19:10Z [--] followers, [---] engagements


"@danielbraden18 @mikethomas361 @TNdMXX $Zim model is much more volatile than MATX $Maersk. ZIM bottomed around $7 in [----] when mkt was oversupplied. Now with about $7 more net cash bigger more efficient fleet and of course RS. One could be forgiven then for thinking that $14 might be a bottom. But Zim is special"  
[X Link](https://x.com/Chuckyb22074706/status/1960792417579257944)  2025-08-27T19:51Z [--] followers, [---] engagements


"He seems quite bullish on liner shipping. $zim"  
[X Link](https://x.com/Chuckyb22074706/status/1963393894441521457)  2025-09-04T00:09Z [--] followers, [---] engagements


"INSIGHT: A Comparative Analysis of Alternative Fuels for Sustainable Maritime Shipping - Ship & Bunker #shipandbunker $zim https://shipandbunker.com/news/world/527976-insight-a-comparative-analysis-of-alternative-fuels-for-sustainable-maritime-shipping https://shipandbunker.com/news/world/527976-insight-a-comparative-analysis-of-alternative-fuels-for-sustainable-maritime-shipping"  
[X Link](https://x.com/Chuckyb22074706/status/1964001482941845983)  2025-09-05T16:23Z [--] followers, [---] engagements


"The Comparative Analysis article by Curcio is very thorough and towards end has simple chart showing how LNG is the most cost effective shipping fuel. Cheaper than oil and far cheaper than other alternative fuels. $zim effectively owns its LNG fleet; [--] of its [--] LNG ships"  
[X Link](https://x.com/Chuckyb22074706/status/1964001598331343274)  2025-09-05T16:24Z [--] followers, [---] engagements


"CTS reports global cargo in July grew 5.1% YoY. Asia-US down 3%/China-US down 15% while Asia-EU up 10%/Asia-SAmer up 13%. IntraAsia probly way up too. More and more stuff going all over+constipation/congestion. Liners can't get enough boxships. $zim"  
[X Link](https://x.com/Chuckyb22074706/status/1964720985053274162)  2025-09-07T16:02Z [---] followers, [---] engagements


"From Q2 $Zim financial statement: Zim holds $1.2B in cash and cash equivalents along with $1.7B in "Other investments" in combined current and non-current assets. These "Other investments" are bonds or basically cash equivalents to me. Together that's $2.9B or $24/share cash"  
[X Link](https://x.com/Chuckyb22074706/status/1967308735010979946)  2025-09-14T19:25Z [---] followers, [---] engagements


"@tatin17 Indeed. Probably for 3rd party assessment and due diligence only. Doubtful Maersk would entertain owning Zim"  
[X Link](https://x.com/Chuckyb22074706/status/1967958472898777297)  2025-09-16T14:27Z [---] followers, [--] engagements


"@ZeeContrarian1 Regarding bearish analysts keep in mind too that there is a good deal of institutional shorting that has been plain wrong the last two years about $ZIM's strength. Banks have had the same PTs thru all [----] & now '25 even before they paid out $8/sh divs and added $12/sh BV"  
[X Link](https://x.com/Chuckyb22074706/status/1968090592644325878)  2025-09-16T23:12Z [---] followers, [---] engagements


"Yes weak US imports But RS+Strong growth in SAmer Intra-Asia Africa; ports that will be prone to growing pains/congestion. KAOS-index is off the charts box liners have shown what they can do in this new normal and $ZIM with options to buy effectively owns the BEST fleet"  
[X Link](https://x.com/Chuckyb22074706/status/1968321758555210138)  2025-09-17T14:30Z [---] followers, [---] engagements


"Today is day [---] of the Red Sea crisis. You could be forgiven for missing that in your Shipping [---] class. $ZIM"  
[X Link](https://x.com/Chuckyb22074706/status/1968792388995813715)  2025-09-18T21:40Z [---] followers, [---] engagements


"Global TEU growth RS climate etc continues. In 5+ years $Zim's newbuilds start going off lease. They can then buy most at low prices incl 90% of the LNGs. Zim's latest batch is leased out to [----]. I think Eli aims for Zim to transition to mostly owned vs leased fleet"  
[X Link](https://x.com/Chuckyb22074706/status/1971074421449429392)  2025-09-25T04:48Z [---] followers, [---] engagements


"@GMJournalist Great read thank you I'm guessing rates incr from here as [----] contract season approaches. Liners will need to cut a lot of capacity though. USTR will disproportionately impact Cosco and could also significantly affect this dynamic. $Maersk $ZIM"  
[X Link](https://x.com/Chuckyb22074706/status/1971963149202169952)  2025-09-27T15:40Z [---] followers, [---] engagements


"Four dead from bacteria in meals sold at Walmart and Trader Joe's via @DailyMail Should've used $ZIM state-of-the-art Reefers. https://mol.im/a/15144645 https://mol.im/a/15144645"  
[X Link](https://x.com/Chuckyb22074706/status/1972734712268640265)  2025-09-29T18:46Z [---] followers, [---] engagements


"Dutch Cargo Ship Adrift and Ablaze After Attack in Gulf of Aden EU Maritime Mission Says $ZIM https://gcaptain.com/dutch-cargo-ship-adrift-and-ablaze-after-attack-in-gulf-of-aden-eu-maritime-mission-says/ https://gcaptain.com/dutch-cargo-ship-adrift-and-ablaze-after-attack-in-gulf-of-aden-eu-maritime-mission-says/"  
[X Link](https://x.com/Chuckyb22074706/status/1973026879985861024)  2025-09-30T14:07Z [---] followers, [---] engagements

Limited data mode. Full metrics available with subscription: lunarcrush.com/pricing