Been contemplating joining pirate gang but in all honesty, haven't been following the thesis as closely as others.

Apologies mods and others if this kind of post is dis-allowed or better suited for the daily, but I was hoping to consolidate the thesis and hear both bull and bear opinions about what can happen over the next several weeks.

Given that supply chain talks are seemingly on the way to peak media (flexport tweets, executive actions, shipper/trucker thought pieces), ZIM seems enticing but I worry about how much it's already ran ($11 to $51 in 10 months) and the daily price action is pretty volatile.

If I can better understand the company itself, its role in the supply chain, and thoughts on how the shape of the curve of high shipping costs would start to inflect down in 2022, it would be much appreciated!

Some questions to start:

• What is ZIM's role in the supply chain?
• What points in the supply chain does ZIM make money and from who?
• Given bottlenecks, how does ZIM profit from containers just staying on boats or ports?
• What caused the recent drop from $62 to $42?
• Expected earnings date and what to expect on the finances?
• Why some people believe high shipping prices are "transitive" and why others think it will stay high longer than expected? What is the average price pre-COVID and what are we expecting the price to be in 2022 and how fast will it fall and around when?
• What things are unique to this situation not yet priced in? I've heard of things like demurrage fees, are there other things to note and learn more about?

Thank you and much love to this community ❤️

Update: thank you everyone for the comments and links and overall research done on this, tremendous wealth of information in this community. Sounds like the thesis boils down to the same thesis as steel: what pricing curve has the market priced in over the next year and what will be the reality.

I'll keep an eye on ZIM price movement over the next few days. An interesting new development I'd say are those tweets by the Flexport CEO Ryan Petersen and more mainstream news coverage. One good post on the homeland and the masses will start associating any supply chain bottleneck news as more fuel for ZIM so the next few weeks leading up to earnings should be very interesting.