The Risks of Investing in a Name Like Zim

If you're going to invest in a name like Zim or the nals, it's important to realize they're all cyclical. And I wouldn't say because the nals is a lesser, it means that you could build a big position in it. If things get bad for Zim integrated, then things will also be bad for the nals. It would imply that at some point, maybe these charters, maybe these leases will need to be renegotiated.