May. 14 at 7:38 AM
$ZIM At this point:
the acquisition itself appears real and serious,
industrial logic is strong,
financing is not the issue.
The outcome mainly depends on:
Israeli government approval,
political/security negotiations,
possible competing bids,
labor and regulatory concessions.
The reason to buy is that changes to the deal can still be made and the Israeli investors would also have damage. An alternative offer could also be much higher.
