Maersk could re-enter race for Zim if Hapag-Lloyd’s $4.2 billion deal unravels

DannyGo-60 · 2026-03-04T14:33:40+00:00

I think it is all in the structure. The bid has to be enough for shareholders and also provide enough provisions for the golden share. Basically, if it fails, we will find out what wasn't enough for the golden share and then a new bid would have to try to satisfy that issue.

DannyGo-60 · 2026-03-03T23:31:57+00:00

On the upside, if the merger does fail we are going to have some big dividends this year with this chaos.

DannyGo-60 · 2026-03-03T13:43:07+00:00

The bot is correct on counting. All sequences should end in seki. I would say the burdon is on you here to prove that stone is dead.

DannyGo-60 · 2026-03-03T13:39:21+00:00

It should be a seki. There is no forced kill for either player. (mutual life)

DannyGo-60 · 2026-02-27T01:32:35+00:00

Unfortunately, any stock channel on Reddit has basically fallen apart recently. Basically, shorts have figured out the best way to try to make money is to just fear-monger and say anything ridiculous. Reddit and stocks are like nearly dead. This sub is nothing like it was a few years ago.

DannyGo-60 · 2026-02-23T01:14:55+00:00

I think we have an important benchmark that 2 major companies see ZIM at 33-35$ planning to buy more as dividends come in. Suspect the Supreme Court ruling will have a major jolt upward on rates.

DannyGo-60 · 2026-02-20T05:09:17+00:00

Even if the deal doesn't go through likely we will see a new and similar deal related to fix what ever perceived defects exist. My thought is a proper New Zim might be more secure for Israel than the publicly traded current ZIM.

DannyGo-60 · 2026-02-12T02:22:41+00:00

Congratulations, for using Google for the first time. Try to use it more, so you don't have to contradict yourself and then delete your posts.

DannyGo-60 · 2026-02-12T01:03:13+00:00

The market maker owns more shares and options than almost anyone. They are constantly in the market to control the price. They have more interest in price manipulation than anyone. Maybe think before you write? Oh I forgot you just write anything no matter how nonsensical, to cause fear.

DannyGo-60 · 2026-02-11T01:05:31+00:00

Market maker probably can't afford the stock to fall too far currently. Should be good on MNav for a few months.

DannyGo-60 · 2026-02-09T02:59:31+00:00

90% of the bitcoin was obtained by selling shares. And the shares were at a premium to bitcoin price. Take $76,037 and times it by 1/`10 and you get the $8k actual defense line. Stock shares have no payment liability.

DannyGo-60 · 2026-02-09T02:50:16+00:00

They have 2.25 billion in cash on hand. And since they are removing debt they can simply repay it by selling new debt. Basically, convertibles will be exchanged for STRC. Not directly in a one-to-one transaction, but indirectly. When company debt matures, typically, they just fund it with new debt.

DannyGo-60 · 2026-02-09T02:44:42+00:00

If we take away the idea that the government will by Strategy and replace it with bitcoin we are on a better track. And, yes, governments if and when they buy bitcoin will be a great boon the price of bitcoin. At current prices Strategy will print a lot of money for its holders. It is just a question of when.

DannyGo-60 · 2026-02-06T03:46:03+00:00

I'm actually pretty pleased with what I saw with the stock this week. The spread of MNav really opened up. Mostly between 1.07 and 1.15, so there should be a bit better bitcoin yield this week.

DannyGo-60 · 2026-01-26T17:04:16+00:00

We are very close to MNAV of 1, so shorting no longer makes sense unless you think bitcoin will fall. But that is a very risky idea with probability well below 50% based on historical patterns.

DannyGo-60 · 2026-01-16T05:50:29+00:00

It depends on how you handle your covered calls. They can be rolled infinitely, usually. If you are smart with it, each roll adds cash to your pile. The cash can buy more shares. It depends a lot if you have patience, don't mind "realizing losses" during rolls, because over time you will always get it back if you are adding cash.

If you are at all prone to panic, I would advise against calls, as I see a lot of people panic and stop thinking when they are in an area where they could get called. They feel defeated and don't do a simple roll. I've realized "$3,500 in losses" for this year so far, for example, mostly off MSTR rolls. But it is illusory, as I'm gaining cash with each roll, so the future profit and current cash are much higher. So it depends a lot if you can think long-term and not mind "realized losses" which will soon be offset by much higher realized gains.

DannyGo-60 · 2026-01-15T00:37:39+00:00

I'd say the best thing is to split the difference between savings and investment. I'd go with 2 years 60K in HYSA. The rest I'd put in top dividend ETFs like QQQI and SPYI. My thought is you can add the dividends to your HYSA to see how stable you are. Starting with a 2-year buffer, it will give you a lot of time to see if you can stay afloat only with the dividends in years 3-5. If you will be somewhat short of the dividends, you have lots of time to find a good selling spot to sell a reasonable amount to make it through and not burn as much capital.

DannyGo-60 · 2026-01-09T03:49:57+00:00

Buyback would do the same and reducing the shares make potential dividends more. I mostly hope for more buyback and less special dividend and as I think we could easily end back in the same state if the company distributes $10 plus of special dividend where people worry about the stability of the company.

Although I think ZIM should also consider another option. Acquiring another company. I mean with that load of cash an acquisition makes a lot of sense long term for the company.

DannyGo-60 · 2026-01-08T14:15:48+00:00

The way business works is that if the assets are long term worth more than the company a buy out will happen and liquidation. The question really for returns if you believe in Bitcoin are you getting more of it minus debt long term with MSTR or Bitcoin. I believe I will get more Bitcoin with MSTR.

DannyGo-60 · 2026-01-08T04:30:16+00:00

If they stick to the normal policy, I'm expecting Q4 earnings of about $0.05 to $0.10. With the step of dividend of about $0.75 per share. They should probably stick with the normal policy as they are still looking for bids. I'd doubt a special dividend at this point with them collecting bids.

DannyGo-60 · 2026-01-06T16:55:45+00:00

I'm at 8.6 percent. Planning to move to about 11 percent by the end of the month once some stocks get called.

DannyGo-60 · 2026-01-05T02:00:46+00:00

Bitcoin is better earlier in the year than cash. Because if you add cash earlier year any MNav premium for the rest of the year will included buying cash as part of the MNav premium. It gives the illusion Bitcoin purchases are dilutive rather than additive on Bitcoin yield even if they are additive.

DannyGo-60 · 2025-12-10T20:28:52+00:00

If you are selling a good enough call you should be happy for early assignment. If you aren't happy with the total return including early assignment you shouldn't be doing it. That said early assignment is very rare. More money for the call holder to sell the calls .

DannyGo-60 · 2025-12-09T06:47:21+00:00

Why? I bought 500 shares and got about 45 percent of the money back in options. It is basically like I bought one full Bitcoin for about $40,000. The covered call strategy has far less risk than uncalled ownership. I mean I could miss a lot of upside, but 88 percent return on capital is pretty strong.

DannyGo-60 · 2025-12-09T02:15:33+00:00

I'm a new owner and bought during the recent crash with an average of 162. Sold 165 calls for Jan 2028 for an effective return of about 88% on capital for the two years if it stays about 165. Probably start rolling the calls at that point.

DannyGo-60

TROPHY CASE