$ZIM Rates continue to push upwards🔥
Fuel surcharges kick in TOMORROW🔥🔥🔥
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ROICRHODES
657 posts
ROICRHODES
@ROICRHODES
"Anybody who tells you money is the root of all evil...doesn't f'ing have any!" - Jim Young
Beigetreten Mayıs 2024
0 Folgt220 Follower
$ZIM Expect an approval by the state that will move the share price close to the $35 deal price by 6/26.
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$ZIM has a disproportionately strong East Coast network — it's their core lane — which gives them pricing power that a carrier with weaker market share on that route couldn't exercise. Shippers who need ZIM's specific port calls and sailing schedules have limited alternatives.
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$ZIM That's meaningful because emergency surcharges often get negotiated away or expire — a new bunker fee integrated into the tariff schedule is stickier and harder for shippers to push back on contractually. HOLY DIVIDENDS 💰💰💰
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$ZIM FIMI is a sophisticated, well-capitalized operator with a proven track record of turning Israeli industrial assets into outsized returns and is entering this deal with maximum incentive and minimal downside. Deals getting done 🤝
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