Posts  / ZIM  / #POST-220579
REDDIT

Arbitrage play for zim and buying stealth gas which is zim alike stock

E
Feb 25, 2026 · 02:25

zim is being bought by hapag for $4.2 billion but there was a problem, zim union protest and had a strike because they might loose a job and hapag is partially owned by saudi and qatar. The problem is fix now by hapag allocating $300m for those 500 employees which will net them $600000 each!!!. Here is the play if you buy zim now at $29 you will just need to wait until the buyout is completed possible this end of the year with the price per share of $35 which will net you 20%!! For context Bonds will only net you 4.5% per year!

Now
Zim was so good for those shipping and dividends investors so i tried to look some stocks that resembles to zim which points me to stealth gas ticker symbol GASS. cash almost 1/3 of the market cap. Pe of 4. Profitable. Almost no debt. If you compare it to other shipping like impp ( share outstanding of 22.9m 2023 to 36.4 in 2025) there is no dilution. Been compounding up around 165% for 5 yrs. Still its cheap and will continue to compound