While everyone is seeing doom & gloom, I'm seeing $3.6 net divvy + another $2ish net divvy in December + another $15ish net divvy q1 next year.

It's hard to believe they are sitting idle in boardroom meetings and saying the same thing as investors - "We are cyclical, nothing to do but deal with the fact that our company's stock price will be $3 for the next 10 years and all our investors better take the L because supercycles."

It's hard to deny that things won't be as good with freight rates dropping lower but it looks like there are no bulls left for $ZIM which makes it intriguing to at least look at how the management plans to strategise around lowered forecasts.