Zim Integrated Shipping (ZIM) was one of my top picks during 2021 and I have heavily covered the company privately and publicly dating back to last February after their IPO. My most recent full-length report was shared in early-December and I have further increased my earnings expectations since then due to the remarkably persistent freight rates. (1:30) Outlook for the containership business in 2022?(5:15) Risk of a near-term drop in rates? Largest risks in 2022?(8:30) Update on LA/LB service, still diverting ships?(11:00) Current freight negotiations, contract mix going forward?(18:15) Status of 2M Alliance negotiations, any changes?(20:30) Dividend policy: what determines 30-50% payout range?(24:30) What to do with remaining cash: capital allocation priorities?(33:15) Why not have an active share repurchase? Block purchases?(39:00) Update on potential tax rate reduction?(44:15) Results of digital ventures and investments? Valuation potential?(52:00) Potential for FY22 earnings to be even higher than FY21?

Value Investor's Edge Live #45: Zim Integrated Shipping: Update For 2022

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Value Investor's Edge Live #45: Zim Integrated Shipping: Update For 2022

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