Developments at ZIM

Tail end of last week had rumblings of a “take private” rumor. Link for one such story below

https://www.investing.com/news/stock-market-news/zim-integrated-shipping-services-stock-rises-amid-takeprivate-talks-93CH-3915173

What is a fair price for ZIM? The notion generated some responses on SeekingAlpha. Definitely a higher price, if one is expecting a future flow of dividends from ZIM. My visibility was much shorter - only to the “expected bounce” on news of a decent Q4 2024 payout. ZIM earnings are mid-week (Mar 12, 2025), so I don’t have long to wait for that event. Maybe ZIM mgmt will have more details during the Q4 2024 earnings call. Obviously, with earnings so close at hand, ZIM mgmt did have to say “no comment”

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