
MB
60 posts































Masz +/- 30 tysięcy jakie auto kupujesz?

















$ZIM Buyout Math (I have never seen something like this) •Shares outstanding: 120M •Current share price: $13.6 •Buyout offer: $22/share •Total cost of buyout: 22 × 120M = $2.6B Cash & Assets •Cash per share: $24 •Total cash: 24 × 120M = $2.88B •Additional assets: –$5B (net), with ~$1B liquidatable without materially harming operations. Structure (PE-Style Arbitrage Play) 1.Loan: Ask a bank / PE lender for $2.64B bridge financing (1 month maturity). 2.Buyout: Acquire all shares at $22/share = $2.64B. 3.Post-close balance sheet: •Cash on hand = $2.88B. •Debt from buyout = $2.64B. •Immediate net cash = $240M surplus + control of $ZIM ’s operations and liquidatable $1B in assets. 4.Repayment: Use ZIM’s cash ($2.64B) to immediately repay the loan. 5.Leftover: ~$240M free cash remains in the newco, plus $1B in liquid assets and the full operating business. A buyout or management-led partial buyout appears imminent. Unfortunately, all funds I spoke with don’t have visibility on the exact timeline. Management probably wants to make shareholders puke their stock before they come in with the buyout offer. And this valuation is so obvious you don’t even need an Asian quant on your team to do the math.




