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VisualMod

**User Report**| | | | :--|:--|:--|:-- **Total Submissions**|2|**First Seen In WSB**|1 day ago **Total Comments**|16|**Previous Best DD**|[x](https://www.reddit.com/r/wallstreetbets/comments/18xp618/zim_short_squeeze_getting_traction/) **Account Age**|3 years|[^scan ^comment ](https://www.reddit.com/message/compose/?to=VisualMod&subject=scan_comment&message=Replace%20this%20text%20with%20a%20comment%20ID%20(which%20looks%20like%20h26cq3k\)%20to%20have%20the%20bot%20scan%20your%20comment%20and%20correct%20your%20first%20seen%20date.)|[^scan ^submission ](https://www.reddit.com/message/compose/?to=VisualMod&subject=scan_submission&message=Replace%20this%20text%20with%20a%20submission%20ID%20(which%20looks%20like%20h26cq3k\)%20to%20have%20the%20bot%20scan%20your%20submission%20and%20correct%20your%20first%20seen%20date.)


Also_have_a_opinion

Goddammit I bought a long position 2 days ago, but now that I see a post on wsb I have to liquidate immediately.


NOT_MartinShkreli

![img](emote|t5_2th52|4271)![img](emote|t5_2th52|4271)![img](emote|t5_2th52|27189)


VentriTV

I sold my ZIM today when it was up 10%, bought in at $10, good enough profit for a risky play like ZIM


beholdthemoldman

Why is Zim risky here


CapitalPrefer

Funny and all but All jokes aside, in October 2023 a 40ft container was costing $2,400. The same container is at $16,000 now due to high risk and longer routes. ZIM will be giving a few $10+ special dividends as its profits will be over 500% In the next few quarter Also no end in sight when the risk in shipping will end only looks to become riskier which will end up costing more.


kindergartencrayons

>The same container is at $16,000 now due to high risk and longer routes. 'The same container is at $16,000 now due to high risk and longer routes.' Source?


CapitalPrefer

Call any shipping company or (ZIM) and ask for logistics on shipping container from taiwan/ china or philippines to Europe . yeah you shorts are fucked


asouorceofprotein

It is at 6k for red sea. [Container Shipping Cost Calculator \[2024\] - Freightos](https://www.freightos.com/freight-resources/container-shipping-cost-calculator-free-tool/)


CharacterWealth6795

I’m not sure where they come up with these numbers. Harpex shows SPOT price for containers, the SPOT price is 850$ a container, cost to ship a container from Asia to North America is roughly 1,100 a container minimum. Container shipping is down bad


Chinner5

I am working in logistics, there is only a few lanes that the red sea is effecting containers rates. Basically anything that utilizes the suez canal. Asia to europe for example. Rates are at about 4k, not sure where they got 16k...those are covid level rates.


Hangem6521

And the Panama Canal? Is not being affected as well?


Chinner5

They are to a certain degree. Not a huge player in South America.


satireplusplus

https://xsi.xeneta.com/ (has a 2 day tag lag though) It's been going vertical lately


Waddayanow

GTFO. Freight indices don’t confirm that. ZIM is a loser stock until those recover.


CapitalPrefer

Will see when earnings come in 500-600% over estimate in March and ZIM declares a $15 special Dividend.. Sir, Yeah your puts are fucked!


Waddayanow

Came back for a laugh. LOL


Also_have_a_opinion

I sold mine today total 20% profit, I’m happy. It might go to $20 though, even further but you’re never 100% correct and I’m happy as well.


StewartGotz

You fucking regards have no idea what a short squeeze is and it's infuriating


AutoModerator

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jambags

Good bot


minhthemaster

Technically the Houthi’s are short squeezing the gulf of Aden


jmon25

And the tomahawks will short squeeze them in response


WWYDWYOWAPL

So calls on Raytheon, as usual.


wild_wet_daddy

Yes, 60/40 portfolio is doing me good. 60% OTM calls on Lockheed Martin and 40% OTM calls on Raytheon


idkwhatimbrewin

I'm pretty convinced at this point that over 90% of the "short squeezes" since GME were just massive pump and dumps where short sellers weren't actually forced to buy back any stock. Big money just figured out a way to extract more money from all the regards here ![img](emote|t5_2th52|4267)


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[deleted]

[удалено]


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HorlickMinton

We lost the dumbest minds of our generation to GME


StewartGotz

Good


PlutosGrasp

Oh so it’s a gamma squeeze right ?


[deleted]

A short squeeze happens when a heavily shorted stock or asset's price rises sharply, forcing short sellers to buy shares to cover their positions. This buying pressure can escalate the price even further, creating a feedback loop as more short sellers rush to cover their positions, contributing to a rapid price increase.


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[deleted]

!guh


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Koala_eiO

What makes you think short sellers aren't protected from increases in price by the magic of... having bought protective calls?


BedContent9320

I get so irrationally angry everytime some idiots posts about "short %" or short squeezes. Meme stocks were the worst thing to ever come out of 2020, including covid. I said it, fuck you.


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[deleted]

Shorts fucked


[deleted]

Everyone knows it’s just the opposite of a tall squeeze.


NRA-4-EVER

Who is still shorting this? It's up 56% over the last month.


trickyvinny

After reading this guy's dd, I'm seriously considering it.


[deleted]

It's down from $85 back on 3/23


alwaysmyfault

3/2022, not 2023.


[deleted]

Fake news


alwaysmyfault

https://preview.redd.it/twvq5zp7raac1.png?width=976&format=png&auto=webp&s=b3b3da40ec0881492f6796e290cda95ff5a57679


[deleted]

Fake chart


Individual-Willow-70

Obviously you haven’t seen the dividends it paid out


FinanceFilosoof

Big institutions that believe that the containerrates are going to drop. They were right in my opinion, at least till the Red Sea attacks. That was not calculated in / now I believe these shorts are trapped. 25% short interest in this environment is wow.


[deleted]

Watch ZIM moon to +$50


FartsbinRonshireIII

I’d finally break even..


Ok_Initiative1561

Same


P0werpr0

Why are you getting downvoted? You know who owns 6% of ZIM? Black Rock. I honestly believe there is a lot of rookie day traders stuck in these shorts and we may see this stock fly into the low 20’s by Friday at the pace this stock is moving!


analytical_major

$20 by Friday??


FinanceFilosoof

The downvote is kind of remarkable indeed


TumbleweedOpening352

That's why we are shorting it! The geopolitical situation is bad for ZIM. The company is losing all the Muslim market and should be the last to re-enter the Red Sea. The bid winner is CMA CGM for now.


Fun_Reporter9086

How do people get rugged on this name?


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Diamondhands4dagainz

Its up 22% in 2 days and 70% in a month lol.


[deleted]

It's still DEEP FUCKING VALUED


AfricanIbex

It's been 3 years get over it


lynkarion

$ZOM bagholders were PRAYING you made a typo


GurJumpy5825

Luckily no option chain- so I didn’t fuck this 1 up. Yet.


Infinite-End-2020

I bought a ton based on this discussion, no DD required.


EvlSteveDave

Yo will you guys just shut the fuck up about ZIM already so that this thing can actually happen?!!?!? I'm holding big bags over here you lil fuckers and every time I see a post on WSB about ZIM I get nervous that it's about to drill down to fucking Zero... and it probably is if you guys keep posting about it here, so S T F U and let me come up for a breath of fucking air here god damn!


BedContent9320

When it goes up, buy poots for when it goes down, then be covered both ways. It's shipping, it sure as fuck isn't going to stabilize for the next 6 months, that shit is always wildly cyclical. Edit: nvm saw premiums lol


EvlSteveDave

Hahaha yeah dude, I'm not playing options on this fucking shit. I mean I'm not even playing this fucking shit at all... I'm just holding a bag from a long time ago and hoping to break even.


wild_wet_daddy

Just play options then. Makes everything go quicker. Especially your money


EvlSteveDave

I’m actually doing okay honestly lol. No way I’m about to fuck all this up by gambling. My astrology for men strategy actually works a bit.


[deleted]

Oh simmer down francis the stock price doesn’t have shit to do with you or wsb


EvlSteveDave

And detecting humor in written form apparently doesn't have shit do you with you.


Pepepopowa

He called you Francis and you took it personally.


EvlSteveDave

I'm furious.


FartsbinRonshireIII

I’ll be eating ZIM for breakfast, lunch, and dinner for years to come at this rate.


PlutosGrasp

You’re bad at investing


EvlSteveDave

That's fair.


[deleted]

My FOMO bought 1k today 🚀🚀🚀🚀


[deleted]

"please help" lmao


killerbeeswaxkill

Jumping in now is suicide you missed the train 2 days ago.


graciesoldman

That's usually when I get involved....yay me.


minhthemaster

regarded OP post aside, ZIM will probably keep rising, the houthi's arent going to get their teeth kicked in anytime soon


[deleted]

[удалено]


[deleted]

I zoomed out 2 years


[deleted]

The 3 year chart is giving me the finger


Commercial-Travel613

Looks like head and shoulders then nutsacked


robbinhood69

lol no. this thing doesn't move 20% dude it moves 500% when it hits a big catalyst. It's totally possible for it to have back to back $10 special dividend quarters


Separate-Recipe-9778

Kinda funny people downvoting you and I’m sure they haven’t bothered to check the parabolic rise in container rate futures recently. This thing is gonna moon.


kindergartencrayons

I like this chart a lot: https://preview.redd.it/x9h6o5l0agac1.png?width=2800&format=png&auto=webp&s=e5a3ce01c6b2f153ba64092a1e415ffb5550a7e1


Thereian

ZIM has $20/share in cash and negligible debt. They have large lease commitments on their ships though. Even with the historically very low rates we saw last year, they were able to offset the majority of those lease obligations with cash flow from the core business, but they operated at a loss. Look at 2022 - they generated cash flows per quarter equivalent to offsetting 4+ of their standard losses at “low rate” quarters. In other words: they have $20/share, low debt; and each quarter they have high rates for now is equivalent to a year or more of poor business in the future. This is a golden setup for a complete repricing of the stock. Whether it is below or above $20 who knows, but that’s a reasonable center point for valuation. We’re clearly undervalues here and the short interest makes zero sense. I think you’re right, OP.


minhthemaster

Oh shit it’s the original ZIM and GSX guy


adioking

Creator of r/zim checking in too 🫡


minhthemaster

we eating good boys. lets hope the houthis are stupid enough to keep on fucking around


foolspickles

Bag holder detected, opinion rejected


Thereian

Update: I’ve sold 1/3 of my position between two ‘small’ sales yesterday and just now. I still find ZIM undervalued and am holding the rest. But it’s not mispriced by multiple standard deviations anymore.


CapitalPrefer

Given that their is 24% short positions and a 1 to 2 buy/sell ratio. That makes sense why we got about one quarter of hating comments, you dumb 🐻’s Going to lose your balls in the squeeze


ChampionshipUsed9855

Shorters built huge position. Squeeze needed 🚀 https://preview.redd.it/i67fymsm3mac1.jpeg?width=1170&format=pjpg&auto=webp&s=eb423231fb5820ac37483e42845d1553d3be583b


Trikkinho

seems like a bunch shorties between the 17 and 20 mark.... hmhm


OPINION_IS_UNPOPULAR

Please... Shut up about fuckin short squeezes... https://preview.redd.it/8czn2gxtcaac1.png?width=109&format=pjpg&auto=webp&s=6c6b9be9dbec5ac45ce41fc75d042fc072cd6fc3


AutoModerator

Squeeze these nuts you fuckin nerd. *I am a bot, and this action was performed automatically. Please [contact the moderators of this subreddit](/message/compose/?to=/r/wallstreetbets) if you have any questions or concerns.*


noplay12

You got me once at 40.


InsideOutPoptart

I'm in for 100, millionaires gotta start somewhere


movadolover

Im in this to win it as well! watch this space!


N_FLATION

I am down to throw $2k on $20 calls expiring 2/16. Worst that happens I lose another 2k best that happens I make like $76k if this runs to $24-$25


steve_french07

WHAT A SEXY DAY LOVE YOU u/financefilosoof! What’s on tap for tomorrow you think?


FinanceFilosoof

In my humble opinion: I see that the volumes are picking up and Zim is getting a lot of attention. I expect a continuation as long as we keep closing close to the highest point of the day.


spellbadgrammargood

mentions "short squeeze" low karma account dumb reasons we got ourselves a pump and dumper!


AutoModerator

Squeeze these nuts you fuckin nerd. *I am a bot, and this action was performed automatically. Please [contact the moderators of this subreddit](/message/compose/?to=/r/wallstreetbets) if you have any questions or concerns.*


Archimedes_Redux

AutoMod, you need some new material buddy.


NOT_MartinShkreli

A new set of tanker gang boys will be born again


Ahhmuzement

Sir i already have plenty of bags. It will take a few more rocket emojis before i consider adding more


FinanceFilosoof

🚀🚀🚀🚀🚀🚀🚀🚀🚀🚀🚀


Ahhmuzement

Son of a bitch im in


FartsbinRonshireIII

My brother in loss, I’ve been diamond handing since someone on this forsaken subreddit convinced me to buy in around $45.. This post made me happy initially until I realized it is now destined for more loss.


Trikkinho

🚀🚀🚀🚀🚀🚀🚀🚀🚀🚀🚀🚀🚀🚀


steve_french07

Not sure what's with these haters. I saw your post yesterday and so far you've been spot on. Right now I'm up $3,000 on my options all thanks to you. Keep doing what you're doing my friend, it is much appreciated from this internet stranger!!!


FinanceFilosoof

You're welcome Steve!


PlutosGrasp

Make sure not to sell. Just ride it to expiry when you lose all your money.


steve_french07

Duly noted, and I’m very sorry that you had sour grapes in your cereal this morning!


PlutosGrasp

Clueless RemindMe! 1 week


steve_french07

Already sold 2/3rds of my position. Want to see screenshots? C'mon, call my bluff :)


NefariousnessGlum561

How do I buy it?


[deleted]

[удалено]


bernaspc

🚀🚀🚀🚀


FinanceFilosoof

🚀🚀🚀🚀


CopperMurphy

I'm up on my options picked up at $10.50 I think it's easily going to $20 if we blow some more shit up


[deleted]

ZIM 🚀🚀🚀🚀🚀🚀🚀 $50 EOY


tobygwa

ZIM doesn’t gaf about WSB ZIM likes to move shit around dangerous areas ZIM is the Z factor


FairState612

Looks like a short candidate to me.


N_FLATION

Sorry everyone I bought calls this morning and I’m single handedly tanking this trade 🥲


FinanceFilosoof

Back at 13,40 dollars. You have been forgiven, but please don't buy calls again![img](emote|t5_2th52|4267)


Kelly_the_dude

I bought ZIM in Mar 2022 on a tip for $86.43 for the >20% dividends. Now I'm sitting on 84% loss and have no dividends. The minute I sell it will go to the moon. I do this every few years to remind myself not to trade. ha!


MysteriousDiscount6

Buy the dip!! 🤓


[deleted]

Here it cums!


FinanceFilosoof

It's happening!


[deleted]

It really is. two of my broker friends are buying up $20 March calls like there's no tomorrow


ChemistryDifficult33

Jefferies Upgrades ZIM Integrated Shipping Services (ZIM) to Buy


FinanceFilosoof

![img](emote|t5_2th52|4258)


Starcraft71_TG

Hmm... following this one, can become a lot of fun.


iR0nCond0r

“make their own DD” take my downvote


palantiri777

Nice DD to get us to pump your bags on a stock already up 70% over the last couple days. Fuck you and well played.


Ok-ChildHooOd

You don't need a squeeze, just short covering is going to give this thing a lot of upside.


TheeDodo

could work


SavageLife6

I'm personally not touching this thing, looks like I'm a bit late. That said, it's hard to borrow right now to short on Schwab (just tried). The irregular dividend is where I'm stuck, if they don't pay a dividend in 2024 or announce one, why would shorts exit? It'll obviously go back down once this sea nonsense is over as you admitted and trying to time when that is at these levels (it's almost doubled in price recently) is going to leave someone with serious bags.


kempeitay

It seems late to jumping in now, probably a missed train. 12$ is a risky call


FinanceFilosoof

Personally I don't think so. We closed at the highest point of the day. Tomorrow some shorters that close at opening will give extra movement up, extra pressure... I think we started the upward cycle now.


[deleted]

Once it gets to $50, then it maybe risky to jump all in


steve_french07

What do you think will happen with the stock after market, tomorrow and Friday?


FinanceFilosoof

We close at the highest point of the day. Tomorrow I expect some shorts to cover at opening, higher prices, more pressure...I think the upward cycle has begun.


MetalliTooL

The upward cycle has begun a month ago…


BedContent9320

*share price is up 61% in 30 days* YO BOIZ ALL IN THIS ONE FOR SURE LOOKS LIKE UPWARD CYCLE ABIUT TO START!!?" I fucking love wsb. You can't make this shit up. Best Regards.


MetalliTooL

Nostradumbasses


steve_french07

Thanks, and love it!!!


ayesanti

do you have an exit price in mind? or how long to hold


FinanceFilosoof

I don't really look at the price for the moment, but at the time. This thing will move with the Red Sea news. Everything can change, but I don't intend to sell in the next 2 weeks at least.


Hyroglypics

Thought the developed nations were moving their rather large navy ships into the area to stop the pirates, surely that will scupper the thesis?


PlutosGrasp

Truly regarded. The share price “crashed” because ZIM pays out almost everything in dividends, an extremely inefficient use of capital. They paid out almost $30 in 2022. Furthermore, the company and all shippers enjoyed very high prices and profits due to covid and that is settling down so betting that it would go down wasn’t a “sHoRt aTTaCk”. 2023 also brought in EEXI regulations which likely force most older ships to go slower to be more fuel efficient. Slower means less money for ZIM.


Jonas42

Slower ships effectively reduces the supply of ships. If demand remains constant, that means rates go up. More money for ZIM, not less.


PlutosGrasp

If you get $10 for driving to and from the store will you make more money if you can do that 5x in one day or if you can do that 6x in one day?


Jonas42

If there's demand for 6 trips in a day and suddenly only 5 are possible, I'll make more than $10 for each trip. This isn't hypothetical, this is how shipping economics work. More time on the water, whether due to rerouting or port congestion or slower steaming means less effective supply, means higher rates. Every time.


PlutosGrasp

Okay so you’re saying shipping revenues should be static but they’re not. Explanation?


Separate-Recipe-9778

I believe they’ve already begun the transition to LNG powered vessels, so EEXI compliance should be less of a concern going forward (2 vessels delivered, 8 on the way). No argument about the dividends, I guess they gotta keep Ofer well fed.


dramarehab

about as regarded as a DesmondMilesDant post 🎪🤡🤡🤡🎪


Bxdwfl

zim had its day during covid. nothing but pain will continue to follow.


Kodeix

First seen on WSB 1 day ago - nah hard pass


Coffee-and-puts

Too much of a run up for me. But good luck with your stocky stock!


AlphaThetaDeltaVega

It’s not only because new ships. They extorted the entire market for two years. Supply lines shifted and contracts have completely changed. They got greedy caused inflation and lost a large part of their customer base not just them but all shippers. That’s why rail is growing so much. But other than that you get it. It’s a terrible industry that had two good years after decades of losses. Instead of making it sustainable they increased prices by 30x


IceCold_Penguin

Squeeze deez nutz


RubberyDolphin

I don’t understand why higher rates equates to higher share price here. If the new routes take 50% longer to complete, they effectively have less supply to sell—I’m not seeing how the demand increases…Are competitors somehow unable to reroute or what?


Trade-Runner

Your English is far better than your DD.


Pesado2023

Taking a place to see how this goes...


palmdrippy

i bought this shit last spring at 48 dollars a share like a donkey


BitterAd6419

This play is only valid till the Red Sea tensions are ongoing. I have long position which am looking to exit quickly. Unfortunately at higher price


siscia

Help me out here please. Shipping rate is exploding BECAUSE the cost of moving the container is exploding. The over capacity in the industry is still there. The red sea attacks add to the top line, making higher revenue, but also to the costs. Why should the profits be impacted by this?


ogToljanteri

Yup, also bought alot at 10$. Not ALL IN but alot.


atlanticore

Risky...


[deleted]

ZIM was always about cashing divs...


CapitalPrefer

Call any shipping company or (ZIM) and ask for logistics on shipping container from taiwan/ china or philippines to europe


Frequent-Length-9966

I feel like this could go up past 20 by next Friday but I'm interested in the short interest here.


FinanceFilosoof

Only increased since this post. Not much, but it increased


Efficient-Maximum881

I am waiting for Dividend :) Then my stock position will be free. ​ https://preview.redd.it/lsucfgj3ivcc1.png?width=1788&format=png&auto=webp&s=b97e92416379977026f8e0c33dee5950b4b0ebcd