ROICRHODES

"Anybody who tells you money is the root of all evil...doesn't f'ing have any!" - Jim Young

[ROICRHODES @ROICRHODES]

French-GERMAN fund discloses a new ~$30,000,000 position in $ZIM in Q1 2025 per latest 13F filing 🤔

[ROICRHODES @ROICRHODES]

@dmiko789 $ZIM This is not going to be a quick rate blip like it was in spring of 25'. Rate elevation should be much longer lasting this time around. Q3 and Q4 dividends (along with the true-up) could be explosive if this deal gets pushed into next year.

[ROICRHODES @ROICRHODES]

$ZIM

[ROICRHODES @ROICRHODES]

@Kenneth04471 Dividends and true-up

[ROICRHODES @ROICRHODES]

HARPEX not cooling down. $ZIM deal is going to end up closing for north of $40 at this point. Let's just hope it's not until mid/late 27'🙏

[ROICRHODES @ROICRHODES]

$ZIM HOLY F**** S***!!🔥🔥🔥🤯🤯🤯

[ROICRHODES @ROICRHODES]

$ZIM SCFI up another 6%🔥 🔥🔥

[ROICRHODES @ROICRHODES]

$ZIM Drewry up 22%💥

[ROICRHODES @ROICRHODES]

$ZIM All lanes are joining the rate party🥳

[ROICRHODES @ROICRHODES]

A very interesting data point was revealed in today's Globes article. I would also note that Chen's resume is the resume of a steward hired to carry the company into a Hapag-Lloyd integration, NOT a caretaker or a turnaround operator for a standalone $ZIM https://t.co/A6zZYvTNPi

[ROICRHODES @ROICRHODES]

$ZIM https://t.co/1eWYMWAFx6

[ROICRHODES @ROICRHODES]

$ZIM 🔥🔥🔥

[ROICRHODES @ROICRHODES]

$ZIM short position drops 1.43%

[ROICRHODES @ROICRHODES]

@MarkGroskyEsq @tomtom554922 @joeriwestland Zero doubt this works out fantastically. When a $35 deal this year is the worst case scenario…life is good.

Kill the HL deal and pay us healthy returns as long as possible…then take her private in late 27’ 🙏

[ROICRHODES @ROICRHODES]

$ZIM Up another 16%‼️🔥🔥🔥

[ROICRHODES @ROICRHODES]

@tomtom554922 @MarkGroskyEsq @joeriwestland If you are in at $14…you do not want this deal to close either. You are in terrific shape and will make a lot of money and the longer they stay public the better. This will eventually end with a buyout of $35+

[ROICRHODES @ROICRHODES]

@tomtom554922 @MarkGroskyEsq @joeriwestland I don't think you quite grasp what's happening with rates and fuel costs and why $ZIM benefits more than any other line.They run ~65% of their Transpacific volume on spot, far higher than anyone else. So when rates spike, ZIM captures it fastest. This environment is built for ZIM

[ROICRHODES @ROICRHODES]

@tomtom554922 @MarkGroskyEsq @joeriwestland I don't know your personal situation, your DCA, your tax consequences etc. Personally, I'm rooting against the close — if HL dies, ZIM goes private down the road. Probably 2027. The game has now changed from February and Israel will adjust...

[ROICRHODES @ROICRHODES]

@sandyydarling 65% and 30 days

[ROICRHODES @ROICRHODES]

@tomtom554922 @MarkGroskyEsq @joeriwestland I am providing data...you do what you want with it...

[ROICRHODES @ROICRHODES]

@tomtom554922 @MarkGroskyEsq @joeriwestland So "buyer walks" used to mean stuck with a ~$175K house in a dead market. Now it means keeping a property in a boom neighborhood, with a second bidder still circling, about to start cutting quarterly rent checks. The downside got better than the base case used to be.