# ![@ROICRHODES Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::1792587383340240896.png) @ROICRHODES ROICRHODES

ROICRHODES posts on X about $zim, fund, $bti, form the most. They currently have [---] followers and [---] posts still getting attention that total [-----] engagements in the last [--] hours.

### Engagements: [-----] [#](/creator/twitter::1792587383340240896/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1792587383340240896/c:line/m:interactions.svg)

- [--] Week [------] +3,108%
- [--] Month [------] +28%
- [--] Months [-------] +178%
- [--] Year [-------] -59%

### Mentions: [--] [#](/creator/twitter::1792587383340240896/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1792587383340240896/c:line/m:posts_active.svg)

- [--] Week [--] +257%
- [--] Month [--] -15%
- [--] Months [---] +194%
- [--] Year [---] +2,489%

### Followers: [---] [#](/creator/twitter::1792587383340240896/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1792587383340240896/c:line/m:followers.svg)

- [--] Week [---] +20%
- [--] Month [---] +19%
- [--] Months [---] +355%
- [--] Year [---] +9,000%

### CreatorRank: [---------] [#](/creator/twitter::1792587383340240896/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1792587383340240896/c:line/m:influencer_rank.svg)

### Social Influence

**Social category influence**
[finance](/list/finance)  [stocks](/list/stocks)  [countries](/list/countries)  [currencies](/list/currencies)  [cryptocurrencies](/list/cryptocurrencies)  [travel destinations](/list/travel-destinations)  [technology brands](/list/technology-brands) 

**Social topic influence**
[$zim](/topic/$zim) #3, [fund](/topic/fund) #646, [$bti](/topic/$bti) #26, [form](/topic/form), [insurance](/topic/insurance) #776, [china](/topic/china), [israel](/topic/israel), [hold](/topic/hold), [kenon](/topic/kenon), [$bats](/topic/$bats) #20

**Top accounts mentioned or mentioned by**
[@tradedollarnut](/creator/undefined) [@christankerfund](/creator/undefined) [@chuckyb22074706](/creator/undefined) [@danielbraden18](/creator/undefined) [@ardaarkun](/creator/undefined) [@jmgb](/creator/undefined) [@nicotinecap](/creator/undefined) [@underthebalance](/creator/undefined) [@mfwarder](/creator/undefined) [@fiordhedge](/creator/undefined) [@griffithbrand](/creator/undefined) [@investyman](/creator/undefined) [@dmiko789](/creator/undefined) [@wolfspiritbln](/creator/undefined) [@aleksandargenov](/creator/undefined) [@rfjacobus](/creator/undefined) [@therealandyhere](/creator/undefined) [@eliglickman](/creator/undefined) [@alphaliner](/creator/undefined) [@djalexgregory](/creator/undefined)

**Top assets mentioned**
[ZIM Integrated Shipping Services Ltd. (ZIM)](/topic/$zim) [British American Tobacco (BTI)](/topic/$bti) [Ken (KEN)](/topic/$ken) [Citigroup Inc (C)](/topic/citigroup) [BlackRock Inc (BLK)](/topic/blackrock) [Basic Attention (BAT)](/topic/$bat) [Lends (LENDS)](/topic/lends) [Warrior Met Coal, Inc. (HCC)](/topic/$hcc) [Philip Morris International Inc. (PM)](/topic/$pm) [Altria Group Inc (MO)](/topic/$mo) [Morgan Stanley (MS)](/topic/morgan-stanley) [Bank of America (BAC)](/topic/bank-of-america) [Charles Schwab Corporation (SCHW)](/topic/charles-schwab) [Jefferies Financial Group Inc. (JEF)](/topic/$jef)
### Top Social Posts
Top posts by engagements in the last [--] hours

"@tradedollarnut @mfwarder Give them just a little bit of credit. They are the only coal company buying back shares right nowand what great timing. That insurance settlement came at such an opportune time🙏"  
[X Link](https://x.com/ROICRHODES/status/1838988518892126442)  2024-09-25T17:06Z [--] followers, [--] engagements


"@tradedollarnut @mfwarder Pacers CALF ETF adding [---] mm shares last week doesnt hurt either"  
[X Link](https://x.com/ROICRHODES/status/1838989103934603637)  2024-09-25T17:09Z [--] followers, [--] engagements


"@ardaarkun Could you please give a little color to you decision to sell here please Just seems like a lot a strong catalysts are finally coming to fruition. Thanks"  
[X Link](https://x.com/ROICRHODES/status/1839699996670570605)  2024-09-27T16:13Z [--] followers, [---] engagements


"@tradedollarnut HCC is darn expensive right now"  
[X Link](https://x.com/ROICRHODES/status/1848857250322084348)  2024-10-22T22:41Z [--] followers, [---] engagements


"@tradedollarnut This lends to AMR being the cleanest play. Management alone puts them on another level. Sub $180 lends to great asymmetry IMO"  
[X Link](https://x.com/ROICRHODES/status/1848861857316278407)  2024-10-22T22:59Z [--] followers, [---] engagements


"@tradedollarnut I hear you but dont you feel $180 gives enough of a margin of safety Could she dip another 10% from theresurebut so what. When that buyback machine gets turned back on its off to the races. Weve seen that movie already"  
[X Link](https://x.com/ROICRHODES/status/1848865228836245760)  2024-10-22T23:13Z [--] followers, [---] engagements


"@ardaarkun After having the day to digest the newsare you still as bearish on the acquisition"  
[X Link](https://x.com/ROICRHODES/status/1861168061073522829)  2024-11-25T22:00Z [--] followers, [---] engagements


"@tradedollarnut Where/when does HCC become interesting to you"  
[X Link](https://x.com/ROICRHODES/status/1870851556050117063)  2024-12-22T15:19Z [--] followers, [--] engagements


"@tradedollarnut @AleksandarGenov Good to see a sharp coal guy in $ZIM Bruce You in for the Q4 divvy or for a few quarters off their strong Q3"  
[X Link](https://x.com/ROICRHODES/status/1872719585885249846)  2024-12-27T19:01Z [--] followers, [---] engagements


"@tradedollarnut So it sounds like you are not using the dividend distributions to buy more shares"  
[X Link](https://x.com/ROICRHODES/status/1873819634295857573)  2024-12-30T19:53Z [--] followers, [---] engagements


"@ardaarkun Love $HCC but for the next [--] months or so dont you see it as dead money with the opportunity cost that comes along with that No catalysts or share holder returns in the imminent future from what I can see"  
[X Link](https://x.com/ROICRHODES/status/1877082710755213650)  2025-01-08T19:59Z [--] followers, [---] engagements


"$ZIM Loading"  
[X Link](https://x.com/ROICRHODES/status/1898578071051018246)  2025-03-09T03:34Z [--] followers, [---] engagements


"@danielbraden18 @RFJacobus @TheRealAndyHere @christankerfund That dip will be bought up very quickly most likely. Regardless of what Monday bringsshe will be back into the $20s in [--] months after Q1s dividend announcement and revised 2nd half estimates with RS now closed for the year (at least). $ZIM"  
[X Link](https://x.com/ROICRHODES/status/1903162780355596788)  2025-03-21T19:12Z [--] followers, [---] engagements


"$ZIM Listen closely at [--] minute mark. Red Sea isnt opening this year https://youtu.be/mcqR4Litv2wsi=addBD9sPzGcdc0Ea https://youtu.be/mcqR4Litv2wsi=addBD9sPzGcdc0Ea"  
[X Link](https://x.com/ROICRHODES/status/1904315383185838242)  2025-03-24T23:32Z [--] followers, [---] engagements


"$ZIM Murphy warned that on the container liner side of the freight business the drop in bookings coupled with the possibility of shipbuilding fees on "Chinese" vessels also going into effect next week will result in a "massive restructuring of all liner services to N America.""  
[X Link](https://x.com/ROICRHODES/status/1911479215838330984)  2025-04-13T17:58Z [--] followers, [---] engagements


"@J_M_G_B_ Markets are forward thinking and this has alllllllllll been priced in already with $ZIM Whats not priced in yet is the supply chain disruption and all that comes with that (see 2021). When that gets priced in $ZIM goes ZOOOOOOM"  
[X Link](https://x.com/ROICRHODES/status/1913691363071099073)  2025-04-19T20:29Z [--] followers, [---] engagements


"$ZIM Patience"  
[X Link](https://x.com/ROICRHODES/status/1916585140417151248)  2025-04-27T20:08Z [--] followers, [---] engagements


"Holy crap is $ZIM gonna explode of this disruption $ZIM et al $ZIM et al"  
[X Link](https://x.com/ROICRHODES/status/1916863427454153065)  2025-04-28T14:33Z [--] followers, [---] engagements


"@danielbraden18 It will be well worth your time"  
[X Link](https://x.com/ROICRHODES/status/1917733095760859248)  2025-05-01T00:09Z [--] followers, [--] engagements


"@danielbraden18 In [----] we had supply chain disruptions. In [----] we had the Red Sea bump. Today we have BOTH along with a strong balance sheet cheaper leases and more efficient ships. All that and a country that is in bed with Trump. Your patience is about to pay off"  
[X Link](https://x.com/ROICRHODES/status/1917736028737032353)  2025-05-01T00:21Z [--] followers, [---] engagements


"@danielbraden18 And in regards to Kenondont forget this"  
[X Link](https://x.com/ROICRHODES/status/1917736698416418849)  2025-05-01T00:23Z [--] followers, [---] engagements


"$ZIM Blackrock continuing to build their position. Up 10% in latest 13F filing"  
[X Link](https://x.com/ROICRHODES/status/1919024380614488262)  2025-05-04T13:40Z [--] followers, [----] engagements


"$ZIM Its just like trying to hold a beach ball under the water. Eventually it is going to blast through the surfacejust like in [----]. Patience SHIPPING: Cargo arrivals at US Port of LA to fall by 35% next week as trade war heats up Hellenic Shipping News Worldwide $ZIM et al https://t.co/HQs5mG1Kkq SHIPPING: Cargo arrivals at US Port of LA to fall by 35% next week as trade war heats up Hellenic Shipping News Worldwide $ZIM et al https://t.co/HQs5mG1Kkq"  
[X Link](https://x.com/ROICRHODES/status/1919221775172346026)  2025-05-05T02:45Z [--] followers, [----] engagements


"$ZIM Patience prepare yourself for a potential COVID LEVEL disruption $ZIM prepare yourself for a potential COVID LEVEL disruption $ZIM"  
[X Link](https://x.com/ROICRHODES/status/1919357820253663729)  2025-05-05T11:45Z [--] followers, [---] engagements


"$ZIM "Report: Houthis are Detaining and Threatening Vessels in Ras Isa Port" https://t.co/EGx0hcutkh #maritime #maritime-news "Report: Houthis are Detaining and Threatening Vessels in Ras Isa Port" https://t.co/EGx0hcutkh #maritime #maritime-news"  
[X Link](https://x.com/ROICRHODES/status/1919362769788285347)  2025-05-05T12:05Z [--] followers, [---] engagements


"$ZIM Patience "All eyes on Los Angeles with tariff impact looming: Intermodal demand remains strong despite concern over imports" https://t.co/eypQBaf9Ne "All eyes on Los Angeles with tariff impact looming: Intermodal demand remains strong despite concern over imports" https://t.co/eypQBaf9Ne"  
[X Link](https://x.com/ROICRHODES/status/1919364277934145648)  2025-05-05T12:11Z [--] followers, [---] engagements


"$ZIM Contrary to manyinstitutions continued to hold their positions through April. Super bullish"  
[X Link](https://x.com/ROICRHODES/status/1919501388704313455)  2025-05-05T21:16Z [--] followers, [----] engagements


"$ZIM From Maersk Q1 earnings call"  
[X Link](https://x.com/ROICRHODES/status/1920626468159094863)  2025-05-08T23:46Z [--] followers, [----] engagements


"$ZIM https://x.com/PortofLA/status/1924551907047293079 The Port of Los Angeles handled [------] Twenty-Foot Equivalent Units (TEUs) in April 9.4% more than last year. https://t.co/ECgZoHJRGp https://t.co/HaZKmBqgTa https://x.com/PortofLA/status/1924551907047293079 The Port of Los Angeles handled [------] Twenty-Foot Equivalent Units (TEUs) in April 9.4% more than last year. https://t.co/ECgZoHJRGp https://t.co/HaZKmBqgTa"  
[X Link](https://x.com/ROICRHODES/status/1924568147614380465)  2025-05-19T20:49Z [--] followers, [---] engagements


"$ZIM Q3 gonna be a banger https://x.com/SpecialSitsNews/status/1924572690985128424 https://x.com/SpecialSitsNews/status/1924572690985128424"  
[X Link](https://x.com/ROICRHODES/status/1924575622631723092)  2025-05-19T21:19Z [--] followers, [---] engagements


"$ZIM China-US Trade Soars as Exporters Race to Hit Trade Truce Window https://t.co/TsxSzu95KO China-US Trade Soars as Exporters Race to Hit Trade Truce Window https://t.co/TsxSzu95KO"  
[X Link](https://x.com/ROICRHODES/status/1925149829920870839)  2025-05-21T11:21Z [--] followers, [---] engagements


"$ZIM Drewrys World Container Index increased 2% to $2276 per 40ft container this week. View our detailed assessment at: https://t.co/6p2hMDY2cV #WorldContainerIndex #containers #shipping #SupplyChain #logistics #OceanFreightRates #transportation https://t.co/picOW840OM Drewrys World Container Index increased 2% to $2276 per 40ft container this week. View our detailed assessment at: https://t.co/6p2hMDY2cV #WorldContainerIndex #containers #shipping #SupplyChain #logistics #OceanFreightRates #transportation https://t.co/picOW840OM"  
[X Link](https://x.com/ROICRHODES/status/1925571113234342013)  2025-05-22T15:15Z [--] followers, [---] engagements


"$ZIM US Importers Race to Beat Trump Tariffs Facing Complex Customs Forms https://t.co/e1MNbbzraE US Importers Race to Beat Trump Tariffs Facing Complex Customs Forms https://t.co/e1MNbbzraE"  
[X Link](https://x.com/ROICRHODES/status/1925573489219539206)  2025-05-22T15:24Z [--] followers, [---] engagements


"$BTI Too bad the market is upset $BAT didnt sell their entire $ITC position😂"  
[X Link](https://x.com/ROICRHODES/status/1927727875865674169)  2025-05-28T14:05Z [--] followers, [---] engagements


"$ZIM Holy Hockey Stick"  
[X Link](https://x.com/ROICRHODES/status/1928412632685384187)  2025-05-30T11:26Z [--] followers, [----] engagements


"$ZIM https://x.com/FreightAlley/status/1929279759957037391 Ocean container bookings from the point of origin. This tracks the number of containers that are booked at the point of origin a far more reliable signal than tracking the number of ships. Lots of green in Week over Week data. It takes approx [--] weeks for this volume to hit https://t.co/tTrGwp9EfU https://x.com/FreightAlley/status/1929279759957037391 Ocean container bookings from the point of origin. This tracks the number of containers that are booked at the point of origin a far more reliable signal than tracking the number of ships."  
[X Link](https://x.com/ROICRHODES/status/1929290586248380573)  2025-06-01T21:34Z [--] followers, [---] engagements


"$ZIM https://x.com/FreightAlley/status/1929280206025441534 The Ocean Container lines manipulate their schedules to maximize pricing power by pulling capacity off the market. This is why tracking the number of container ships bound for the US is a poor signal to container freight volume leaving China. An analogy would be counting the https://t.co/pt9kG3Uuyu https://x.com/FreightAlley/status/1929280206025441534 The Ocean Container lines manipulate their schedules to maximize pricing power by pulling capacity off the market. This is why tracking the number of container ships bound for the US is"  
[X Link](https://x.com/ROICRHODES/status/1929290821632704864)  2025-06-01T21:35Z [--] followers, [---] engagements


"$ZIM Biggest takeaway is that Q3 is going to be explosive🧨 https://www.seatrade-maritime.com/containers/container-ship-charter-market-maintains-momentum https://www.seatrade-maritime.com/containers/container-ship-charter-market-maintains-momentum"  
[X Link](https://x.com/ROICRHODES/status/1929528638136848428)  2025-06-02T13:20Z [--] followers, [---] engagements


"$ZIM Think fast. Ship faster. In an unpredictable industry #agility is everything. ZX2 leads the way from Ningbo to LA with best-in-class 12.5-day transit times and seamless #logistics. 🎥 Hear from our partners at EFL #eCommerce solutions done right https://t.co/w32eoJreXF https://t.co/h9GvsUeFiK Think fast. Ship faster. In an unpredictable industry #agility is everything. ZX2 leads the way from Ningbo to LA with best-in-class 12.5-day transit times and seamless #logistics. 🎥 Hear from our partners at EFL #eCommerce solutions done right https://t.co/w32eoJreXF https://t.co/h9GvsUeFiK"  
[X Link](https://x.com/ROICRHODES/status/1930567690122363155)  2025-06-05T10:09Z [--] followers, [---] engagements


"$ZIM Newbuilding orders plunge amid regulatory and geopolitical uncertainty https://t.co/nICaYEtKNe #shipping #drybulk #bulk #newbuilds #shipbuilding https://t.co/zdV6uA1BOV Newbuilding orders plunge amid regulatory and geopolitical uncertainty https://t.co/nICaYEtKNe #shipping #drybulk #bulk #newbuilds #shipbuilding https://t.co/zdV6uA1BOV"  
[X Link](https://x.com/ROICRHODES/status/1930609598026682551)  2025-06-05T12:56Z [--] followers, [---] engagements


"$ZIM https://x.com/ed_fin/status/1931415055221891256 https://x.com/ed_fin/status/1931415055221891256"  
[X Link](https://x.com/ROICRHODES/status/1931429317902299223)  2025-06-07T19:13Z [--] followers, [---] engagements


"$ZIM https://splash247.com/historic-surge-on-the-transpacific-buoys-liner-profits/ https://splash247.com/historic-surge-on-the-transpacific-buoys-liner-profits/"  
[X Link](https://x.com/ROICRHODES/status/1931857090190160129)  2025-06-08T23:33Z [--] followers, [---] engagements


"$ZIM Agility.Speed 💨💨 https://youtu.be/GADukxNy88Ysi=C9ZlhnXpw8IIL01s https://youtu.be/GADukxNy88Ysi=C9ZlhnXpw8IIL01s"  
[X Link](https://x.com/ROICRHODES/status/1932133146591703544)  2025-06-09T17:50Z [--] followers, [---] engagements


"@danielbraden18 @eli_glickman Patienceyou cant hold a beach ball under the water forever. It eventually comes blasting through the surface"  
[X Link](https://x.com/ROICRHODES/status/1932188180016423305)  2025-06-09T21:28Z [--] followers, [---] engagements


"$ZIM 🐦 Same feathers wider wingspan ZIM Albatross just landed a new premium call in Xiamen and continues to lead as the fastest route from South China to Colombia and Ecuador. Spread your wings https://t.co/ET3bjEbydR https://t.co/Mg008ai00s 🐦 Same feathers wider wingspan ZIM Albatross just landed a new premium call in Xiamen and continues to lead as the fastest route from South China to Colombia and Ecuador. Spread your wings https://t.co/ET3bjEbydR https://t.co/Mg008ai00s"  
[X Link](https://x.com/ROICRHODES/status/1932435161716535510)  2025-06-10T13:50Z [--] followers, [---] engagements


"$ZIM https://x.com/mercoglianos/status/1932428250678022563 Israel Tells Citizens to Evacuate Houthi-Controlled Ports in Yemen https://t.co/55ASDC3Y8t https://x.com/mercoglianos/status/1932428250678022563 Israel Tells Citizens to Evacuate Houthi-Controlled Ports in Yemen https://t.co/55ASDC3Y8t"  
[X Link](https://x.com/ROICRHODES/status/1932437988656717854)  2025-06-10T14:01Z [--] followers, [---] engagements


"$ZIM https://gcaptain.com/global-disruptions-drive-containership-fleet-to-near-full-capacity-alphaliner-says/ https://gcaptain.com/global-disruptions-drive-containership-fleet-to-near-full-capacity-alphaliner-says/"  
[X Link](https://x.com/ROICRHODES/status/1932594023312617783)  2025-06-11T00:21Z [--] followers, [---] engagements


"$ZIM Red Sea rerouting port congestion and tariff truce-induced demand = zero room to breathe. Only one [-----] TEU boxship isnt working right nowbecause Iran seized it. The global container fleet is at full tilt says @Alphaliner. Red Sea rerouting port congestion and tariff truce-induced demand = zero room to breathe. Only one [-----] TEU boxship isnt working right nowbecause Iran seized it. The global container fleet is at full tilt says @Alphaliner"  
[X Link](https://x.com/ROICRHODES/status/1932828256018763984)  2025-06-11T15:52Z [--] followers, [---] engagements


"$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/ROICRHODES/status/1932861169435369723)  2025-06-11T18:03Z [--] followers, [---] engagements


"$ZIM https://www.indexbox.io/blog/trans-pacific-container-shipping-rates-surge-ahead-of-peak-season/ https://www.indexbox.io/blog/trans-pacific-container-shipping-rates-surge-ahead-of-peak-season/"  
[X Link](https://x.com/ROICRHODES/status/1933251621460324661)  2025-06-12T19:54Z [--] followers, [--] engagements


"@christankerfund $ZIM Red Sea closed for two more years"  
[X Link](https://x.com/ROICRHODES/status/1933318983811272845)  2025-06-13T00:22Z [--] followers, [---] engagements


"@christankerfund @DjAlexGregory This is a huge tailwind and any dip will be bought up quickly IMO"  
[X Link](https://x.com/ROICRHODES/status/1933335522249728203)  2025-06-13T01:28Z [--] followers, [--] engagements


"$ZIM has predictably recovered from the visceral reaction and is now up in the overnights"  
[X Link](https://x.com/ROICRHODES/status/1933345154729193718)  2025-06-13T02:06Z [--] followers, [---] engagements


"$ZIM https://x.com/FreightAlley/status/1933589291026035077 @mintzmyer I wish I could trade supply chain names. Zim would be top of my list. https://x.com/FreightAlley/status/1933589291026035077 @mintzmyer I wish I could trade supply chain names. Zim would be top of my list"  
[X Link](https://x.com/ROICRHODES/status/1933723056037384364)  2025-06-14T03:07Z [--] followers, [---] engagements


"$ZIM IRAN CANCELS SUNDAY NUCLEAR TALKS WITH U.S. Irans Foreign Minister Abbas Araghchi told EU foreign-policy chief Kaja Kallas that Tehran will not take part in nuclear talks with the U.S. scheduled for Sunday in Oman. According to a person briefed on their Saturday call Araghchi IRAN CANCELS SUNDAY NUCLEAR TALKS WITH U.S. Irans Foreign Minister Abbas Araghchi told EU foreign-policy chief Kaja Kallas that Tehran will not take part in nuclear talks with the U.S. scheduled for Sunday in Oman. According to a person briefed on their Saturday call Araghchi"  
[X Link](https://x.com/ROICRHODES/status/1933893500421951921)  2025-06-14T14:25Z [--] followers, [---] engagements


"$ZIM https://www.cnbc.com/2025/06/13/how-freight-ships-preparing-for-israel-iran-strait-of-hormuz-risks.html https://www.cnbc.com/2025/06/13/how-freight-ships-preparing-for-israel-iran-strait-of-hormuz-risks.html"  
[X Link](https://x.com/ROICRHODES/status/1934044795283935529)  2025-06-15T00:26Z [--] followers, [---] engagements


"$ZIM https://x.com/FreightAlley/status/1934263071779782770 The Ocean Container Cartel has enormous pricing power over US importers. When exports out of China dropped by 65% during the first two weeks after Liberation Day you would expect container freight rates to collapse. They did the opposite: spot rates increased by 11%. When https://t.co/RQXAV8OQJL https://x.com/FreightAlley/status/1934263071779782770 The Ocean Container Cartel has enormous pricing power over US importers. When exports out of China dropped by 65% during the first two weeks after Liberation Day you would expect container"  
[X Link](https://x.com/ROICRHODES/status/1934286048978493529)  2025-06-15T16:25Z [--] followers, [---] engagements


"$ZIM There is no peace agreement coming anytime soon WSJ. https://www.youtube.com/live/N3NJrp6aGY4si=umcI6A9YbLmZF7LV https://www.youtube.com/live/N3NJrp6aGY4si=umcI6A9YbLmZF7LV"  
[X Link](https://x.com/ROICRHODES/status/1934663839729230113)  2025-06-16T17:26Z [--] followers, [---] engagements


"$ZIM Drewrys Intra-Asia Container Index (IACI) a weighted average of regional spot container freight rates increased 8% in the fortnight to [--] Jun [----] to $707 per 40ft container.Read our full analysis at: https://t.co/5sCegRn5oi #containershipping #Logistics #SupplyChain #Asia https://t.co/sWww2JYJYF Drewrys Intra-Asia Container Index (IACI) a weighted average of regional spot container freight rates increased 8% in the fortnight to [--] Jun [----] to $707 per 40ft container.Read our full analysis at: https://t.co/5sCegRn5oi #containershipping #Logistics #SupplyChain #Asia https://t.co/sWww2JYJYF"  
[X Link](https://x.com/ROICRHODES/status/1934921808114774315)  2025-06-17T10:31Z [--] followers, [---] engagements


"$ZIM https://www.cnn.com/world/live-news/israel-iran-conflict-06-18-25-intl-hnkcid=ios_app#cmc1tu9wb000e3b6sajpri749 https://www.cnn.com/world/live-news/israel-iran-conflict-06-18-25-intl-hnkcid=ios_app#cmc1tu9wb000e3b6sajpri749"  
[X Link](https://x.com/ROICRHODES/status/1935301439963766938)  2025-06-18T11:39Z [--] followers, [--] engagements


"$ZIM Ambrey: Israeli Ships Told to Avoid Red Sea as U.S. Considers Intervention in Israel-Iran Conflict https://t.co/zPnxVC8p81 Ambrey: Israeli Ships Told to Avoid Red Sea as U.S. Considers Intervention in Israel-Iran Conflict https://t.co/zPnxVC8p81"  
[X Link](https://x.com/ROICRHODES/status/1935444428623355907)  2025-06-18T21:08Z [--] followers, [---] engagements


"$ZIM IRAN'S NATIONAL SECURITY COMMITTEE: CLOSING THE STRAIT OF HORMUZ IS AN OPTION IRAN'S NATIONAL SECURITY COMMITTEE: CLOSING THE STRAIT OF HORMUZ IS AN OPTION"  
[X Link](https://x.com/ROICRHODES/status/1935653656357175492)  2025-06-19T10:59Z [--] followers, [---] engagements


"$ZIM IRAN'S PARLIAMENT APPROVES CLOSING HORMUZ STRAIT TOP SECURITY BODY REQUIRED TO FINALIZE DECISION ON THIS MEASURE IRAN'S PARLIAMENT APPROVES CLOSING HORMUZ STRAIT TOP SECURITY BODY REQUIRED TO FINALIZE DECISION ON THIS MEASURE"  
[X Link](https://x.com/ROICRHODES/status/1936775467488711099)  2025-06-22T13:17Z [--] followers, [---] engagements


"$ZIM https://x.com/InsiderGeo/status/1936823871253958995 Talk of Iran closing the Strait of Hormuz is back. Youve heard this before but this time feels different. Heres a fast clear thread: 🔹 What the Strait is 🔹 Why it matters 🔹 Who controls what 🔹 How Iran could disrupt it 🔹 What happens if it spirals 1/24🧵👇. https://t.co/MpVuncnNTG https://x.com/InsiderGeo/status/1936823871253958995 Talk of Iran closing the Strait of Hormuz is back. Youve heard this before but this time feels different. Heres a fast clear thread: 🔹 What the Strait is 🔹 Why it matters 🔹 Who controls what 🔹 How"  
[X Link](https://x.com/ROICRHODES/status/1936898647322398842)  2025-06-22T21:26Z [--] followers, [---] engagements


"$ZIM Key differentiator with ZIM at 7:30 mark. https://youtu.be/wp_oHKoF_70si=phJK5Aelas-NsTrx&t=450 https://youtu.be/wp_oHKoF_70si=phJK5Aelas-NsTrx&t=450"  
[X Link](https://x.com/ROICRHODES/status/1937227632224969116)  2025-06-23T19:13Z [--] followers, [---] engagements


"$ZIM https://x.com/FreightAlley/status/1938412110062780777 Bookings data showing that imports have recovered from the April and May slowdown and import levels bound for the US are near record highs. Resume normal programming https://t.co/yGn4y9xJly https://x.com/FreightAlley/status/1938412110062780777 Bookings data showing that imports have recovered from the April and May slowdown and import levels bound for the US are near record highs. Resume normal programming https://t.co/yGn4y9xJly"  
[X Link](https://x.com/ROICRHODES/status/1938421476304007192)  2025-06-27T02:17Z [--] followers, [---] engagements


"@nicotinecap @TobaccoMistro They said in their earnings call back in February that they would be selling and they didnt want to have ownership in a hotel company"  
[X Link](https://x.com/ROICRHODES/status/1938963669791977665)  2025-06-28T14:12Z [--] followers, [--] engagements


"$ZIM MSC and Zim have merged their Pelican/Zim South Lotus (ZSL) and Lone Star Express/Zim Gulf Central (ZGC). The new Lone Star Express/Zim South Lotus (ZSL) service will turn in [--] weeks and deploys [--] ships of [----] to [-----] teu from MSC and Zim https://t.co/xygPnFACOG MSC and Zim have merged their Pelican/Zim South Lotus (ZSL) and Lone Star Express/Zim Gulf Central (ZGC). The new Lone Star Express/Zim South Lotus (ZSL) service will turn in [--] weeks and deploys [--] ships of [----] to [-----] teu from MSC and Zim https://t.co/xygPnFACOG"  
[X Link](https://x.com/ROICRHODES/status/1940371813332406631)  2025-07-02T11:27Z [--] followers, [---] engagements


"$ZIM Container bookings are near record highs. Importers have adjusted to the trade war and volumes are robust. https://t.co/oe0KKyNV6J Container bookings are near record highs. Importers have adjusted to the trade war and volumes are robust. https://t.co/oe0KKyNV6J"  
[X Link](https://x.com/ROICRHODES/status/1940395386612711624)  2025-07-02T13:01Z [--] followers, [---] engagements


"@fiordhedge @danielbraden18 Who the hell is getting wrecked by this stock😂. It trades in a range and spits out an insane dividend. Its a CASH COW"  
[X Link](https://x.com/ROICRHODES/status/1940852336404095382)  2025-07-03T19:17Z [--] followers, [---] engagements


"@fiordhedge @danielbraden18 It's much more than a "few bucks" of divys and those divys are taxed at a long term cap gains rate. Those divys are then reinvested to continuously bring your DCA DOWN. She'll be $22 again before years end while spitting out another $3 in divys $ZIM is a wonderful CASH COW"  
[X Link](https://x.com/ROICRHODES/status/1941123174135210371)  2025-07-04T13:13Z [--] followers, [--] engagements


"$ZIM The cost reduction on these charters is now very material"  
[X Link](https://x.com/ROICRHODES/status/1942784322122981864)  2025-07-09T03:14Z [--] followers, [----] engagements


"$ZIM https://x.com/_MartinKelly_/status/1943017336291889361 The Houthis release footage of the sinking of Liberia-flagged Bulk Carrier ETERNITY C on [--] July. The footage shows the moment the ballistic and cruise missiles were launched and the moment they hit ETERNITY C. ETERNITY C is the second ship in two days to be sunk and the fourth https://t.co/irDaVffuTN https://x.com/_MartinKelly_/status/1943017336291889361 The Houthis release footage of the sinking of Liberia-flagged Bulk Carrier ETERNITY C on [--] July. The footage shows the moment the ballistic and cruise missiles were launched and the"  
[X Link](https://x.com/ROICRHODES/status/1943034850295869905)  2025-07-09T19:49Z [--] followers, [---] engagements


"$BTI https://www.proactiveinvestors.co.uk/companies/news/1074502/leading-american-bank-backs-bat-as-top-pick-on-improving-earnings-outlook-1074502.html https://www.proactiveinvestors.co.uk/companies/news/1074502/leading-american-bank-backs-bat-as-top-pick-on-improving-earnings-outlook-1074502.html"  
[X Link](https://x.com/ROICRHODES/status/1943632893764317464)  2025-07-11T11:26Z [--] followers, [---] engagements


"$ZIM https://splash247.com/red-sea-traffic-falls-as-houthis-vow-to-continue-attacks/ https://splash247.com/red-sea-traffic-falls-as-houthis-vow-to-continue-attacks/"  
[X Link](https://x.com/ROICRHODES/status/1943683585208107052)  2025-07-11T14:47Z [--] followers, [---] engagements


"@EricRoberts1966 @tradedollarnut @christankerfund This is my approach as well. The final score will be known when they take $ZIM private. It will be a bitter sweet day when the cash cow is inevitably put out to pasture. All good things must come to an end at some point. Enjoy the ride while you can"  
[X Link](https://x.com/ROICRHODES/status/1945150967894126838)  2025-07-15T15:58Z [--] followers, [---] engagements


"7/21/25 13F filing shows Point72 increased their position in $ZIM by 163.83% in Q1"  
[X Link](https://x.com/ROICRHODES/status/1947708901782155703)  2025-07-22T17:22Z [--] followers, [----] engagements


"$BTI BEST TOBACCO INDUSTRY $BTI $BAT $PM $MO"  
[X Link](https://x.com/ROICRHODES/status/1947784747129639011)  2025-07-22T22:24Z [--] followers, [---] engagements


"$ZIM https://shafaq.com/en/Middle-East/Yemen-s-Houthis-expands-naval-blockade-threatens-Israel-bound-ships https://shafaq.com/en/Middle-East/Yemen-s-Houthis-expands-naval-blockade-threatens-Israel-bound-ships"  
[X Link](https://x.com/ROICRHODES/status/1949610561928364217)  2025-07-27T23:19Z [--] followers, [---] engagements


"$ZIM ZIM - Events & Presentations https://investors.zim.com/events-and-presentations/default.aspx https://investors.zim.com/events-and-presentations/default.aspx"  
[X Link](https://x.com/ROICRHODES/status/1950527567045222816)  2025-07-30T12:03Z [--] followers, [---] engagements


"$ZIM Accepting $20 per share would be criminal"  
[X Link](https://x.com/ROICRHODES/status/1954849317321146669)  2025-08-11T10:16Z [--] followers, [----] engagements


"$ZIM Shareholders cannot just give in to a lowball offer because they either bought it cheap or are exhausted with its manipulation. Fair value must be demanded"  
[X Link](https://x.com/ROICRHODES/status/1954851405249843341)  2025-08-11T10:24Z [--] followers, [---] engagements


"$ZIM Citi increased holding by 11%"  
[X Link](https://x.com/ROICRHODES/status/1954923575074324504)  2025-08-11T15:11Z [--] followers, [----] engagements


"@tradedollarnut @christankerfund Whats your EPS estimate for Q2 Bruce"  
[X Link](https://x.com/ROICRHODES/status/1955029804279091316)  2025-08-11T22:13Z [--] followers, [---] engagements


"$ZIM https://www.tradewindsnews.com/finance/zim-stock-rockets-on-report-of-buyout-by-chief-executive-and-israeli-shipping-magnate-abraham-unger/2-1-1856139 https://www.tradewindsnews.com/finance/zim-stock-rockets-on-report-of-buyout-by-chief-executive-and-israeli-shipping-magnate-abraham-unger/2-1-1856139"  
[X Link](https://x.com/ROICRHODES/status/1955071501209633246)  2025-08-12T00:59Z [--] followers, [---] engagements


"$ZIM JP Morgan increased position by 21111% Nuveen up by 27% and America Century up by 15.5% in latest 13F filings. They know"  
[X Link](https://x.com/ROICRHODES/status/1955422683719467068)  2025-08-13T00:14Z [--] followers, [----] engagements


"$ZIM Jefferies increased position by 71%"  
[X Link](https://x.com/ROICRHODES/status/1955424436997562677)  2025-08-13T00:21Z [--] followers, [---] engagements


"@J_M_G_B_ They just want to be able to continue to buy cheap shares before $ZIM works a deal out to go private and pays a massive special dividend"  
[X Link](https://x.com/ROICRHODES/status/1955576133480751513)  2025-08-13T10:24Z [--] followers, [---] engagements


"Israli $SPNS company announces acquisition deal on earnings day. Does $ZIM follow suit🤔 https://www.barrons.com/articles/sapiens-international-stock-acquisition-c2cb7108 https://www.barrons.com/articles/sapiens-international-stock-acquisition-c2cb7108"  
[X Link](https://x.com/ROICRHODES/status/1955649012587229434)  2025-08-13T15:13Z [--] followers, [---] engagements


"$ZIM https://gcaptain.com/descartes-u-s-container-imports-surge-to-near-record-levels-as-tariff-deadlines-loom/ https://gcaptain.com/descartes-u-s-container-imports-surge-to-near-record-levels-as-tariff-deadlines-loom/"  
[X Link](https://x.com/ROICRHODES/status/1955678177696854436)  2025-08-13T17:09Z [--] followers, [---] engagements


"$ZIM Q3 is going to be a banger. They will be highly motivated to take her private before then. $20ish per share and a large special dividend closes the show IMO"  
[X Link](https://x.com/ROICRHODES/status/1955697658800058717)  2025-08-13T18:27Z [--] followers, [---] engagements


"$ZIM Renaissance just took a 5.63% position 13G just filed"  
[X Link](https://x.com/ROICRHODES/status/1955726734772289738)  2025-08-13T20:22Z [--] followers, [----] engagements


"$ZIM Arrowstreet increased position by 135% in latest filing"  
[X Link](https://x.com/ROICRHODES/status/1955757949776716020)  2025-08-13T22:26Z [--] followers, [----] engagements


"$ZIM From Hapag-Lloyd Aktiengesellschaft Q2 [----] Earnings Conference Call this morning"  
[X Link](https://x.com/ROICRHODES/status/1955985244827292100)  2025-08-14T13:29Z [--] followers, [---] engagements


"@BigBlockVette69 @antonykh1218 Not unexpected after the hockey stick move.but the market is brushing it off. Long $BTI"  
[X Link](https://x.com/ROICRHODES/status/1956380520947827118)  2025-08-15T15:40Z [--] followers, [---] engagements


"$ZIM All time high institutional ownership. They know"  
[X Link](https://x.com/ROICRHODES/status/1956485237946331276)  2025-08-15T22:36Z [--] followers, [----] engagements


"Latest 13F shows Morgan Stanley increased $ZIM position by 80%"  
[X Link](https://x.com/ROICRHODES/status/1956786366588576079)  2025-08-16T18:33Z [--] followers, [----] engagements


"$ZIM Latest 13F filings show Bank of America increased their position by 5.61% and BNP Paribas increased by 29305%. They know"  
[X Link](https://x.com/ROICRHODES/status/1957084912797835351)  2025-08-17T14:19Z [--] followers, [----] engagements


"@Chuckyb22074706 Yeah I kinda feel the same way. I am still thinking them come in at $1.50. Q3 is setting up to be quite good so I dont know how they dont raise. The million dollar question if we make it to Q3 before a deal is announced. I hope we do"  
[X Link](https://x.com/ROICRHODES/status/1957522745052524914)  2025-08-18T19:19Z [--] followers, [---] engagements


"@tradedollarnut @danielbraden18 @TNdMXX @christankerfund Absolutely zero doubt in my mind this is going private. Zero questions or statements about the MBO in the call.come on. There is no reason for this to stay a public company anymore. They got what they needed out of the public markets and now it is time to say goodbye🫡"  
[X Link](https://x.com/ROICRHODES/status/1958543562888401405)  2025-08-21T14:55Z [--] followers, [---] engagements


"@J_M_G_B_ "Notable cash reduction when coupled with dividend outflows" = Eliminate dividend outflows by leaving public markets "Share supported by potential MBO" = SP supported by INEVITABLE MBO $ZIM is now fully transformed and about to make their curtain call. It's not if.it's when"  
[X Link](https://x.com/ROICRHODES/status/1958706079308611706)  2025-08-22T01:41Z [--] followers, [---] engagements


"@griffithbrand In the short term yes as holiday shipments are underway"  
[X Link](https://x.com/ROICRHODES/status/1964406277955866817)  2025-09-06T19:12Z [--] followers, [---] engagements


"@Chuckyb22074706 From A.P. Mller - Maersk's Q2 earnings call. $ZIM"  
[X Link](https://x.com/ROICRHODES/status/1964726084181840303)  2025-09-07T16:22Z [--] followers, [---] engagements


"$BTI https://seekingalpha.com/news/4492998-british-american-tobacco-attracts-a-new-bull-as-argus-says-the-smokeless-initiative-is-gaining-traction https://seekingalpha.com/news/4492998-british-american-tobacco-attracts-a-new-bull-as-argus-says-the-smokeless-initiative-is-gaining-traction"  
[X Link](https://x.com/ROICRHODES/status/1965028028167381337)  2025-09-08T12:22Z [--] followers, [---] engagements


"$ZIM We are on the doorstep of moving from a "rumor" to verified talks of a buyout. It would be monetary malfeasance for the shorts to not start covering at this point"  
[X Link](https://x.com/ROICRHODES/status/1967572678824558754)  2025-09-15T12:54Z [--] followers, [----] engagements


"@griffithbrand Today is just further confirmation that a buyout is imminent. Im in no hurry as Id love to collect another $2-$3 in dividends for Q3 and Q4 (including true up). Im dubious well be able to collect that before a deal is done"  
[X Link](https://x.com/ROICRHODES/status/1967646705844912444)  2025-09-15T17:48Z [--] followers, [--] engagements


"Fox Business just broke the news about Zims board testing the waters for a potential buyer to take the company private. $ZIM"  
[X Link](https://x.com/ROICRHODES/status/1967674120583385450)  2025-09-15T19:37Z [--] followers, [----] engagements


"$ZIM Q3 is going to be solid. https://www.ajot.com/news/port-of-long-beach-has-second-busiest-august-on-record https://www.ajot.com/news/port-of-long-beach-has-second-busiest-august-on-record"  
[X Link](https://x.com/ROICRHODES/status/1967779383638454732)  2025-09-16T02:35Z [--] followers, [---] engagements


"$ZIM 👇 https://youtu.be/HkDEGUa4fq0si=bDfrfDhuVu8m-Df3&t=1605 https://youtu.be/HkDEGUa4fq0si=bDfrfDhuVu8m-Df3&t=1605"  
[X Link](https://x.com/ROICRHODES/status/1968732961592738244)  2025-09-18T17:44Z [--] followers, [---] engagements


"$ZIM 👇👇👇👇 https://youtu.be/HeiqN2_gIPksi=WK3bYo6UapPbuYZD&t=1514 https://youtu.be/HeiqN2_gIPksi=WK3bYo6UapPbuYZD&t=1514"  
[X Link](https://x.com/ROICRHODES/status/1968751620507816088)  2025-09-18T18:58Z [--] followers, [---] engagements


"$ZIM https://indiashippingnews.com/xeneta-weekly-ocean-container-shipping-market-rates-on-the-rise/ https://indiashippingnews.com/xeneta-weekly-ocean-container-shipping-market-rates-on-the-rise/"  
[X Link](https://x.com/ROICRHODES/status/1970271838929584349)  2025-09-22T23:39Z [--] followers, [---] engagements


"$ZIM I had the privilege of joining our teams and partners in Bangkok to celebrate the opening of #ZIMThailand s new offices. With ties as strong as ours Im confident this chapter will propel us toward even greater shared success. https://t.co/VvhZvddich I had the privilege of joining our teams and partners in Bangkok to celebrate the opening of #ZIMThailand s new offices. With ties as strong as ours Im confident this chapter will propel us toward even greater shared success. https://t.co/VvhZvddich"  
[X Link](https://x.com/ROICRHODES/status/1970799262406733879)  2025-09-24T10:35Z [--] followers, [---] engagements


"$ZIM Ourlatest assessment - September [----] Drewrys Global Container Port Throughput Index decreased 1.1% MoM in July but was up 4.1% YoY. Read our full analysis at: https://t.co/afYiPNlW19 #ports #containers #index #shipping https://t.co/72gKHAmfJS Ourlatest assessment - September [----] Drewrys Global Container Port Throughput Index decreased 1.1% MoM in July but was up 4.1% YoY. Read our full analysis at: https://t.co/afYiPNlW19 #ports #containers #index #shipping https://t.co/72gKHAmfJS"  
[X Link](https://x.com/ROICRHODES/status/1970816147886076114)  2025-09-24T11:42Z [--] followers, [---] engagements


"@tradedollarnut Thats if you believe $ZIM is truly shopping the companyIm dubious. Id be surprised if a deal with Ungar taking them back private wasnt made before they even IPOd. Only time will tell"  
[X Link](https://x.com/ROICRHODES/status/1971001129703178483)  2025-09-24T23:57Z [--] followers, [---] engagements


"$ZIM Funds continuing to add"  
[X Link](https://x.com/ROICRHODES/status/1971027922699125010)  2025-09-25T01:44Z [--] followers, [----] engagements


"$ZIM More press https://mfame.guru/zim-board-resists-glickman-ungar-buyout-bid/ https://mfame.guru/zim-board-resists-glickman-ungar-buyout-bid/"  
[X Link](https://x.com/ROICRHODES/status/1971055499413234031)  2025-09-25T03:33Z [--] followers, [---] engagements


"@christankerfund $ZIM"  
[X Link](https://x.com/ROICRHODES/status/1971213855314542907)  2025-09-25T14:03Z [--] followers, [---] engagements


"$ZIM Increased holding by 27%"  
[X Link](https://x.com/ROICRHODES/status/1971307071539904880)  2025-09-25T20:13Z [--] followers, [----] engagements


"Super strong day for $ZIM. Down only 1% after a drawdown in the SCFI of 7% is certainly notable. There is a clear disconnect in the container shipping market between freight futures and freight indexes right now"  
[X Link](https://x.com/ROICRHODES/status/1971678446972817890)  2025-09-26T20:49Z [--] followers, [---] engagements


"$ZIM Quite the divergence between east and west coast"  
[X Link](https://x.com/ROICRHODES/status/1971958934107017593)  2025-09-27T15:23Z [--] followers, [----] engagements


"$ZIM Ticked down a hair.but still near all times highs"  
[X Link](https://x.com/ROICRHODES/status/1973815412900180432)  2025-10-02T18:20Z [--] followers, [----] engagements


"$ZIM Very interesting timing🤔 https://container-news.com/zim-adds-port-said-to-med-far-east-zmp/ https://container-news.com/zim-adds-port-said-to-med-far-east-zmp/"  
[X Link](https://x.com/ROICRHODES/status/1974694743864156634)  2025-10-05T04:34Z [--] followers, [----] engagements


"$ZIM https://www.freightwaves.com/news/red-sea-carriers-wait-and-watch-gaza-peace-talks https://www.freightwaves.com/news/red-sea-carriers-wait-and-watch-gaza-peace-talks"  
[X Link](https://x.com/ROICRHODES/status/1975722959659831303)  2025-10-08T00:40Z [--] followers, [---] engagements


"$ZIM https://www.tradewindsnews.com/containers/record-container-shipping-volumes-point-to-a-stronger-than-expected-year/2-1-1882894zephr_sso_ott=S3zQGt https://www.tradewindsnews.com/containers/record-container-shipping-volumes-point-to-a-stronger-than-expected-year/2-1-1882894zephr_sso_ott=S3zQGt"  
[X Link](https://x.com/ROICRHODES/status/1976070334890770804)  2025-10-08T23:40Z [--] followers, [---] engagements


"$ZIM https://www.maritimeanalytica.com/p/why-carriers-wont-rush-back-to-ther=nh5f0&utm_campaign=post&utm_medium=web&showWelcomeOnShare=false https://www.maritimeanalytica.com/p/why-carriers-wont-rush-back-to-ther=nh5f0&utm_campaign=post&utm_medium=web&showWelcomeOnShare=false"  
[X Link](https://x.com/ROICRHODES/status/1978090320135938140)  2025-10-14T13:27Z [--] followers, [---] engagements


"$ZIM https://youtu.be/gKeZubJY-44si=cbjxKk4tDBWTi2Zw https://youtu.be/gKeZubJY-44si=cbjxKk4tDBWTi2Zw"  
[X Link](https://x.com/ROICRHODES/status/1978092574809133459)  2025-10-14T13:36Z [--] followers, [---] engagements


"$ZIM Another fund increases their position by 38% to 737k shares in latest filing"  
[X Link](https://x.com/ROICRHODES/status/1961200116427006174)  2025-08-28T22:51Z [---] followers, [----] engagements


"$ZIM Carriers will need to be utterly convinced before Red Sea return The ceasefire deal brokered between Israel and Hamas has raised hopes of a rerouting reversal But analysts admit there is a long way to go before vessels return en masse A return would present serious Carriers will need to be utterly convinced before Red Sea return The ceasefire deal brokered between Israel and Hamas has raised hopes of a rerouting reversal But analysts admit there is a long way to go before vessels return en masse A return would present serious"  
[X Link](https://x.com/ROICRHODES/status/1976759695374532829)  2025-10-10T21:20Z [--] followers, [---] engagements


"$ZIM https://www.wsj.com/economy/trade/chinas-exports-rise-at-fastest-pace-in-six-months-despite-u-s-tariffs-123f115cgaa_at=eafs&gaa_n=ASWzDAj0xKGEaOBuPCKE5mwjaHFrpiKlhM5VWqOGzg6QuIZ3rUcB-qahWI0G&gaa_ts=68ee5273&gaa_sig=4NeuPh7b8u0WKkTg6Nm9J0OIMGXVVLcEp4cO56rjgDGOBU6EZ_r78vtrQCyKShmwIsyHbw4usU1t4ZTuD5kgYw%253D%253D"  
[X Link](https://x.com/ROICRHODES/status/1978089689815900428)  2025-10-14T13:25Z [--] followers, [---] engagements


"$ZIM https://youtu.be/3xajhEFcZWUsi=Bh_YKLCuA7VMpBkD https://youtu.be/3xajhEFcZWUsi=Bh_YKLCuA7VMpBkD"  
[X Link](https://x.com/ROICRHODES/status/1978092856628715943)  2025-10-14T13:37Z [--] followers, [---] engagements


"$ZIM https://www.freightwaves.com/news/despite-u-s-decline-global-container-traffic-sets-new-record https://www.freightwaves.com/news/despite-u-s-decline-global-container-traffic-sets-new-record"  
[X Link](https://x.com/ROICRHODES/status/1978232629213241721)  2025-10-14T22:53Z [--] followers, [---] engagements


"There is no better time for $ZIM to be taken private. MBO is imminent IMHO"  
[X Link](https://x.com/ROICRHODES/status/1978513132633919870)  2025-10-15T17:27Z [--] followers, [----] engagements


"$ZIM Holding strong"  
[X Link](https://x.com/ROICRHODES/status/1979190753671696796)  2025-10-17T14:20Z [--] followers, [---] engagements


"ISRAELI fund Sparta [--] discloses a new $13000000 position is $ZIM. I wonder what they know🧐"  
[X Link](https://x.com/ROICRHODES/status/1981702509585637840)  2025-10-24T12:41Z [---] followers, [----] engagements


"$ZIM Sparta [--] is Israeli billionaire Alon Gonen's private Israeli investment fund where he serves as a director and primary decision-maker. It's a concentrated high-conviction portfolio of often just 5-10 holdings focused on undervalued opportunities"  
[X Link](https://x.com/ROICRHODES/status/1982457549430436022)  2025-10-26T14:41Z [--] followers, [---] engagements


"Sparta 24's total AUM isn't public but the $13M $ZIM stake is 11% of the funds value. The fund currently only has [--] holdings. Gonen is know for highly concentrated bets on undervalued companies with asymmetric upside. This could also be a buyout signal"  
[X Link](https://x.com/ROICRHODES/status/1982459307372245255)  2025-10-26T14:48Z [--] followers, [---] engagements


"Telling to me they started their position in Q3 and not in Q2 when they could have purchased $ZIM in the $11's.IF this was strictly a value based buy. I would lean more to insider knowledge of a buyout coming"  
[X Link](https://x.com/ROICRHODES/status/1982482261208613246)  2025-10-26T16:19Z [--] followers, [----] engagements


"$ZIM 🌊 Cleaner seas a stronger fleet. Built for efficiency #sustainability and the future of global #trade. Nearly half of our TEU capacity comes from newbuild vessels with around 40% powered by #LNG each with its own story all sailing toward a brighter horizon. #DoZeofESG https://t.co/COR0MjUi9S 🌊 Cleaner seas a stronger fleet. Built for efficiency #sustainability and the future of global #trade. Nearly half of our TEU capacity comes from newbuild vessels with around 40% powered by #LNG each with its own story all sailing toward a brighter horizon. #DoZeofESG https://t.co/COR0MjUi9S"  
[X Link](https://x.com/ROICRHODES/status/1982824674880110852)  2025-10-27T15:00Z [---] followers, [---] engagements


"Another ISRAELI firm Yelin Lapidot Holdings Management Ltd. nearly DOUBLES their position in $ZIM in Q3. They now hold [-------] shares with a value of $33000000. Israeli firms piling into ZIM all of a sudden. Just coincidence.nothing to see here😎"  
[X Link](https://x.com/anyuser/status/1982861140050039113)  2025-10-27T17:25Z [---] followers, 21.3K engagements


"Yelin Lapidot Holdings is the 4th largest share holder in Kenon Holdings. Their $KEN position was disclosed on 2/11/25 and "rumors" of the $ZIM MBO started on 3/6/25. Idan Ofer just might have some insight into $ZIM 🤷♂. This is all just coincidence"  
[X Link](https://x.com/ROICRHODES/status/1982871391943962871)  2025-10-27T18:05Z [---] followers, [----] engagements


"$ZIM Institutional ownership back up to within a whisper of all time high levels"  
[X Link](https://x.com/ROICRHODES/status/1982958707643388313)  2025-10-27T23:52Z [--] followers, [----] engagements


"$ZIM Biggest takeaway is institutions are NOT selling.they are BUYING. Plunging rate and overcapacity narratives being brushed off by the folks in the know"  
[X Link](https://x.com/ROICRHODES/status/1982964610857890126)  2025-10-28T00:16Z [---] followers, [---] engagements


"Yelin Lapidot has held their $ZIM position since Q3 of [----] and one year later they felt compelled to double their position at a time when dividends are shrinking rapidly Nothing to see here"  
[X Link](https://x.com/ROICRHODES/status/1983161894589628835)  2025-10-28T13:20Z [---] followers, [----] engagements


"$ZIM https://www.news-press.com/story/weather/hurricane/2025/10/28/hurricane-melissa-jamaica-landfall-today/86946021007/ https://www.news-press.com/story/weather/hurricane/2025/10/28/hurricane-melissa-jamaica-landfall-today/86946021007/"  
[X Link](https://x.com/ROICRHODES/status/1983229287193780734)  2025-10-28T17:48Z [--] followers, [----] engagements


"$ZIM Kingston Jamaica is the 4th largest container transshipment hub in the region. They handled around [---] million TEUs last year. Massive disruption incoming"  
[X Link](https://x.com/ROICRHODES/status/1983234714665156628)  2025-10-28T18:09Z [---] followers, [---] engagements


"$ZIM Volumes to Los Angles over 90K TEU for the coming three weeks and before the pause of Chinese Tariffs any front loading https://t.co/2zZ9IEMC6u Volumes to Los Angles over 90K TEU for the coming three weeks and before the pause of Chinese Tariffs any front loading https://t.co/2zZ9IEMC6u"  
[X Link](https://x.com/ROICRHODES/status/1983492140823990665)  2025-10-29T11:12Z [---] followers, [---] engagements


"$ZIM 🛒Clicks & great conversations came together at the Amazon Sellers Conference where ZIM China partnered with Amazon to spotlight our express #eCommerce lines - ZEX & ZX2 - serving as cost-efficient alternatives to #airfreight. Powered by #zCommerce https://t.co/BLrWmhKSvF https://t.co/LEmaETafsX 🛒Clicks & great conversations came together at the Amazon Sellers Conference where ZIM China partnered with Amazon to spotlight our express #eCommerce lines - ZEX & ZX2 - serving as cost-efficient alternatives to #airfreight. Powered by #zCommerce https://t.co/BLrWmhKSvF https://t.co/LEmaETafsX"  
[X Link](https://x.com/ROICRHODES/status/1983492999452467668)  2025-10-29T11:15Z [---] followers, [---] engagements


"$ZIM https://www.freightwaves.com/news/ocean-rates-higher-by-double-digits-as-u-s-makes-asia-trade-progress https://www.freightwaves.com/news/ocean-rates-higher-by-double-digits-as-u-s-makes-asia-trade-progress"  
[X Link](https://x.com/ROICRHODES/status/1983636793200382078)  2025-10-29T20:47Z [---] followers, [---] engagements


"$ZIM https://x.com/tatin17/status/1983881519421620684 The current situation at Rotterdam Port is increasingly critical. Terminal congestion has reached unprecedented levels with no available capacity at RTM terminals to accommodate the volume of vessels currently calling the port. There is no structural availability at https://t.co/P4X0yQdFFm https://x.com/tatin17/status/1983881519421620684 The current situation at Rotterdam Port is increasingly critical. Terminal congestion has reached unprecedented levels with no available capacity at RTM terminals to accommodate the volume of vessels"  
[X Link](https://x.com/ROICRHODES/status/1983883233067770074)  2025-10-30T13:06Z [---] followers, [---] engagements


"$ZIM FBX mixed bag but generally positive"  
[X Link](https://x.com/ROICRHODES/status/1984264815209267464)  2025-10-31T14:22Z [---] followers, [---] engagements


"Institutions adding to and starting new positions in $ZIM at a rapid pace in recent quarters. Paying special attention to the bullish activity of the top [--] holders Renaissance and Arrowstreet as well as the Israeli firms Yelin Lapidot and Sparta 24"  
[X Link](https://x.com/ROICRHODES/status/1985057668336062547)  2025-11-02T18:53Z [---] followers, [----] engagements


"$ZIM Institutional ownership now at all time highs🔥"  
[X Link](https://x.com/ROICRHODES/status/1985680894666162580)  2025-11-04T12:09Z [---] followers, [----] engagements


"$ZIM FBX west coast up whopping 48%🔥🔥🔥"  
[X Link](https://x.com/ROICRHODES/status/1986813237527187465)  2025-11-07T15:09Z [---] followers, [----] engagements


"@Chuckyb22074706 $ZIM https://containerstatistics.com/september-2025-press-release/ https://containerstatistics.com/september-2025-press-release/"  
[X Link](https://x.com/ROICRHODES/status/1986832975296663565)  2025-11-07T16:27Z [---] followers, [---] engagements


"$ZIM HARPEX still holding strong near record high levels"  
[X Link](https://x.com/ROICRHODES/status/1986846198645268744)  2025-11-07T17:20Z [---] followers, [---] engagements


"Citigroup takes a 17M position in $ZIM according to latest 13F filing"  
[X Link](https://x.com/ROICRHODES/status/1987898423065104704)  2025-11-10T15:01Z [---] followers, [----] engagements


"Nothing material at all (for now).but another Israeli fund (very bullish) Y.D. More Investments Ltd opens a very small position in $ZIM according to latest 13F filing. This is not their first time owning ZIM. I would expect more filings to come"  
[X Link](https://x.com/ROICRHODES/status/1987909943656079552)  2025-11-10T15:47Z [---] followers, [----] engagements


"Charles Schwab increased their position in $ZIM by 15.42%. Their position now sits at $18M"  
[X Link](https://x.com/ROICRHODES/status/1988048837437780167)  2025-11-11T00:59Z [---] followers, [----] engagements


"American Century Companies Inc. increased their position in $ZIM by 13.47% as disclosed in latest 13F filing. Their position now sits at $46M. They have been progressively adding to the position since [----]. Nothing to see here"  
[X Link](https://x.com/ROICRHODES/status/1988651297877430475)  2025-11-12T16:53Z [---] followers, [----] engagements


"$ZIM Spoiler alertNO Are US Container Imports Cratering What's Going on With Global Container Shipping Video: https://t.co/BLD3sWkMDO Are US Container Imports Cratering What's Going on With Global Container Shipping Video: https://t.co/BLD3sWkMDO"  
[X Link](https://x.com/ROICRHODES/status/1988671105951989924)  2025-11-12T18:11Z [---] followers, [---] engagements


"$ZIM If this materializes rates are going to explode BREAKING: US Treasury Secretary Bessent announces that $2000 tariff stimulus checks will most likely be going to all Americans who make less than $100000/year. BREAKING: US Treasury Secretary Bessent announces that $2000 tariff stimulus checks will most likely be going to all Americans who make less than $100000/year"  
[X Link](https://x.com/ROICRHODES/status/1988673304752976107)  2025-11-12T18:20Z [---] followers, [---] engagements


"Global fund Grantham Mayo Van Otterloo & Co. LLC has started another position in $ZIM according to their latest 13F filing. They held a large position during the run-up in [----] and then divested. They're back after [--] years. Why now🤔"  
[X Link](https://x.com/ROICRHODES/status/1988943947968966692)  2025-11-13T12:16Z [---] followers, [----] engagements

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