BROADCASTS.com

Zim Integrated Shipping (ZIM) was one of my top picks during 2021 and I have heavily covered the company privately and publicly dating\xa0back to last February\xa0after their IPO. My most recent full-length report was\xa0shared in early-December\xa0and I have further increased my earnings expectations since then due to the remarkably persistent freight rates.\xa0


(1:30)\xa0Outlook for the\xa0containership\xa0business in 2022?


(5:15)\xa0Risk of a near-term drop in rates? Largest risks in 2022?


(8:30)\xa0Update on LA/LB service, still diverting ships?


(11:00)\xa0Current freight negotiations, contract mix going forward?


(18:15)\xa0Status of 2M Alliance negotiations, any changes?


(20:30)\xa0Dividend policy: what determines 30-50% payout range?


(24:30)\xa0What to do with remaining cash: capital allocation priorities?


(33:15)\xa0Why not have an active share repurchase? Block purchases?


(39:00)\xa0Update on potential tax rate reduction?


(44:15)\xa0Results of digital ventures and investments? Valuation potential?


(52:00)\xa0Potential for FY22 earnings to be even higher than FY21?