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What to make of ZIM
Positives
- Cash flow is ok
- Guidance unchanged, EBIT positive for 2023
- Trading at 41% of book with strong balance sheet (accounts for the dividend paid)
Negatives
- Q2 won't be any better
- $700M charge in Q2 from the $6.4 dividend paid in April.
- No dividend paid in Q1
Perhaps it will trade in the $14 - $16 range for a while?
We should see $20+ later this year if/when things improve.
I have a target of $15.20 and $16.20 for my call options.
Adding ZIM call options today, June, July and Oct, all $15 target
Thanks.
ZIM misses on EPS and no dividend but reaffirms guidance.
I don't have any call options. Only 1200 shares.
https://investors.zim.com/news/news-details/2023/ZIM-Reports-Financial-Results-for-the-First-Quarter-of-2023/default.aspx
Thanks for the warning, jimr. I will sell my shares immediately.It's so good to have people around who care.
No pop.
All you have to do is scroll down a bit and you will see that that crack spread is below $20 currently. They need $15+ to be profitable. It used to be as high as 50 or 60.
https://www.iata.org/en/publications/economics/fuel-monitor/
And I'm reading that there is a lot of refining capacity coming online out of Asia in the next 12-24 months so I'm not very hopeful that things will get better.
Seems like the party is over. But hey, most of us made some good money, assuming you don't wait for the stock to drop to $1.50.
Better not.
No. Q2 will not be good.
No bet.
You are not telling the whole story. Big one-time tax gain. Forward P/E of 7. Tricky, that one.
What surprises me the most is that it is so quiet around here. I will get an opportunity to buy more cheap shares tomorrow, just wait and see.
Oh dear, oh dear... the never ending China disaster.
Basically extending the loan agreement with the controlling shareholder aka parent company.
$0.375 now. And TIO up 13%. Gosh... is the arbitrage play still intact here? Because I have notified 2 people of this, even though I cannot buy TMNA myself.
Everyone, Laxmi (our CEO) tells me that he doesn't post here anymore since we have another "blog" somewhere. So don't expect him to. He is aware of the criticism though, and addressing it.
Other
SIRI is excited to announce our expansion into various additional high-potential verticals, including palm plantations, food carts, solar panels, and carbon credits, catering towards our research-identified most promising wealth product markets.
Our palm plantation vertical will provide a sustainable source of palm oil, addressing the global need for eco-friendly practices while supporting local communities. With our food carts initiative, we aim to revolutionize the street food industry by marrying cost-effective, high-quality, and hygienic alternatives that cater to diverse culinary preferences with our wealth creation principles. Our focus in the solar panels vertical is to take advantage of solar energy as a wealth management product and support the worldwide shift towards renewable energy.
Solar panels are a great way to manage wealth as they have the potential for long-term returns, since solar energy is a renewable source that can provide electricity for decades with minimal maintenance, resulting in a steady stream of income over the long term. We additionally plan offering solar energy solutions to retail customers alike to activate further financial benefit to the stakeholders. Lastly, our carbon credits market vertical will enable businesses and individuals to invest into valuable carbon credits that offset emissions, promoting environmental responsibility and fostering a greener future. Carbon credits can appreciate in value over time due to increasing demand, tightening governmental regulations, growing awareness of climate change, limited supply of carbon credits available by the projects that generate them, and market dynamics. Over the next 12-18 months, our company will allocate resources, form strategic partnerships, and leverage cutting-edge technology to ensure the successful launch and growth of these verticals in addition to those already active.
eVTOL
Our eVTOL vertical presents an exciting, transformative opportunity that combines the potential of the emerging eVTOL industry with the benefits of fractional and tokenized ownership. Welcome to the future of air mobility, where seat fractionalization allows clients to invest in cutting-edge electric vertical take-off and landing vehicles while mitigating risks and diversifying their portfolios.
The global eVTOL market is projected to reach $30.8 billion by 2030, growing at a CAGR of 21.3% from 2025 to 2030. This growth is fueled by the increasing demand for efficient urban air mobility solutions, reducing carbon emissions, and decreasing traffic congestion in cities worldwide. eVTOLs offer unparalleled advantages, including lower operating costs, reduced noise pollution, and faster travel times compared to conventional aircraft. Seat fractionalization also presents a unique investment opportunity that appeals to a broader audience by enabling investors to participate in the burgeoning eVTOL industry without the need for significant upfront capital. By offering fractional ownership of seats in an eVTOL aircraft, investors can gain exposure into this innovative market while de-risking and diversifying their portfolios.
Rice
In today's rapidly evolving global economy, the search for innovative and stable investment opportunities is more important than ever. We're excited to introduce you to a game-changing investment strategy that combines the stability of rice as a non-perishable FMCG commodity with the potential for high returns: rice investing with fractionalization, tokenization, and retail cycling through SWIM.
One of the key advantages of investing in rice, as a fast-moving consumer good, is its ability to move quickly through retail cycles, allowing investors to benefit from the compounding of their investment through these rotations. This agility of the product allows the investing client to stay ahead in a dynamic industry while capitalizing on the growth of the global rice market, which is expected to reach $274.6 billion by 2027, growing at a CAGR of 2.1% from 2020 to 2027. As the global demand for rice continues to grow, this fast-paced turnover presents a lucrative opportunity for investors seeking stability with high returns. Rice fractionalization and tokenization further enable investors to own this commodity with the added benefits of accessibility, stability, diversification, and growth potential.
Whilst we aim to optimize investor return, we deeply understand that the wealth the earth offers can only come in quality with healthy respect for the land and people which cultivate and produce. Our unique business model focuses on supporting farmers in developing countries without resorting to exploitative practices. By investing in rice through our platform, investing clients will not only benefit financially but also contribute to the sustainable growth of the global rice industry. We do not purchase land from farmers or native countries. Investor money only serves to provide seed capital for farmers and host developing countries to reverentially engage their homelands to produce quality rice, which our business then purchases at fair market rates for global distribution.
This forward-thinking investment strategy aligns with the growing trend towards alternative investments, providing clients with a unique opportunity to diversify their portfolios and helping them capitalize on the growing demand for rice while supporting a sustainable and ethical approach to global food production.
Aviation
As the global airline industry continues to undergo restructuring in the aftermath of the pandemic, we are presenting an exciting innovative investment opportunity: aviation seat fractionalization and tokenization (AEROSWIM: Airtravel Systematic Wealth and Income Multiplier). Our innovative approach addresses airline debt and fuel price volatility by providing a trend setting wealth building investment opportunity that adapts to changing times. Traditional airline costs such as aircraft acquisition, fuel expenses, maintenance, and debt burden limit profitability. But our well-researched systematic wealth and income multiplier, a simple but exemplary investment model, offers an affordable entry point for investors into the lucrative airline industry while hedging fuel risk, air route prices, and eliminating airline debt burden completely. Airlines can then direct their resources toward operational improvements, expansion, and their bottomline. We're also preparing for future changes in sustainable practices, ensuring profitability for years to come.
To improve accessibility and performance for investors, we fractionalize up to 1/1000th of an aircraft seat, and investors can balance and diversify risk by investing in multiple airlines, planes and air routes across the globe through our fractionalized seats as asset tokens. This offering is a SWIM product, and the investment product earns fractional diversified revenue on the seat with several rotations of performance in a year.
Introducing fractional airline seats, our mission is to revolutionize the way the airline industry can operate and simultaneously create lasting value for our investors.
Whiskey/Whisky
The whiskey/y industry is experiencing unprecedented growth, driven by an increased demand for high-quality whiskey worldwide. With this upsurge comes a very unique and untapped wealth building investment opportunity: whiskey cask fractionalization and tokenization. This innovative investment model allows investing clients to participate in the booming whiskey market while diversifying their portfolios. Our well-researched, simple but riveting investment model, demonstrates that whiskey cask fractionalization and tokenization can add significant value to an investor's portfolio. As whiskey matures in the cask, it appreciates in value (while loss due to vaporization is not sizable compared to the appreciated value), offering a tangible asset with strong potential for asset appreciation / capital gains.
Our analysis shows that global whiskey consumption is trending upwards with American whisky experiencing an increase of 7%-8% annually; Irish whisky experiencing even higher growth rate at 17%-18%; while craft whiskeys remain strong with sales increasing by more than 30 percent annually until 2032 if current trends continue during this period based on our analysis of data points from sources such as Forbes Business Councils and Mordor Intelligence.
Further, according to the Knight Frank Luxury Investment Index, the value of rare whiskey has increased by 564% over the past decade, outperforming traditional investments.
Whiskey cask fractionalization offers a very lucrative and affordable investment opportunity to the common man by dividing the ownership of individual whiskey casks among multiple stakeholders. This allows investors to own fractionally in multiple casks which in turn would help them optimize risk and improve revenue potential.
Investing in whiskey casks is not just a smart wealth building option but it also invigorates and aligns with current trends in alternative investing. As investors search for new opportunities beyond traditional assets, whiskey cask fractionalization and tokenization offers an exciting and forward-thinking option with a solid and stable track record of performance.
Offering whiskey cask fractionalization to wealth management clientele provides us with a unique and profitable investment strategy that sets us apart from the competition.
At SIRI, we also offer Mature Whiskey as a SWAG (Systematic Whiskey Aging & Growth) investment wherein the investing client can opt to have the mature whiskey rotate in retail cycles via our company’s distribution mechanism across the globe which helps them multiply their income earning potential as their one-time investment cycles and rotates multiple times in a year.
Some reading material for you Snow? lol.
Don't ask me what this is about what I am about to post. I suppose we will be launching the SIRI Global website soon. As well as the Masala Capital website. Masala Capital is already on LinkedIn.
https://www.linkedin.com/company/masala-capital-inc/
As is SIRI Global. I think SIRI Global will replace the name Interups IIRC.
https://www.linkedin.com/company/ibsn/
Of course we already have the Gold and Ireem websites.
https://mygoldgrams.com/
https://ireemllc.com/index.html
We currently have 36,000 individual retirement accounts. We want to ramp up to 144,000 in 12 months time. For this we need a lot of sales jobs and customer support activities. We plan to fill all 4 buildings with a total of 3,000 jobs in the next 8 to 12 months.
The tokens for 6 verticals have already been created. Gold is pretty well developed already. We are adding 100 kg of SWIM gold and ramp up quickly to 550 kg. Depending on the frequency of trade (up to daily) this could be a major earner for the company. Rice, we already have 50,000 acres and will soon have 100,000+, heading towards a million acres in India alone. Whiskey is ramping up fast. We will soon be offering aviation seats, real estate and food carts. A year from now we will probably start construction on 50,000 MT of fish/shrimp. And although construction is yet to begin, we will need to issue tokens for these and raise cash early on. That's the fun part of it. It has to happen quickly. That's just India. We plan more aquaculture projects in Suriname and UAE. We already have palm tokens as well for Guyana. Same here, the trees have yet to be planted but the tokens have to be issued fairly soon.
Yes, California.
Yes, this is true. BDCO is hardly making any money at present. Unfortunately this is the reality.
Told you. FINRA hasn't decided yet.
Yeah, Ibought my last 10 calls for 65 cents.
I saw that article. Nobody seems to think that a special dividend is realisitic, nor would a substantial quarterly dividend be.
All I know is, they do have some cash. And perhaps we wil get lucky.
Nice move. Let's see what happens next week
Thanks for the update. I really appreciate it.
Nice. I added to my AAPL puts. I have 20 puts dec 160 now.
And my 60 ZIM call May 26 target $17 finally rallying today.
Nothing important. Just some disclosure of information for the shareholder meeting.
AAPL down 2.5% after hours on QCOM concerns.
Woohoo... it's going to be a beautiful day tomorrow.
And then they report after hours.
I have a ridiculous number of put options
No, it's because you are way too optimisitc. lol.
Got another 800 for $1.82
I did get 500 shares for $1.75. I should have gotten more but someone stole them as is usually te case.
Yes, I left the building. But I'm revisiting the carnage today. lol.