RT @jmtr4: $JSE The JSE recovered some of yesterday’s losses, closing 2% higher as buying interest returned. Tencent provided a constructiv…

RT @jmtr4: $JSE The JSE, in line with global markets, traded on relatively light volumes as participants awaited further developments in th…

RT @jmtr4: S&P 500 forecast to end year slightly higher even as war drags on reuters.com/markets/us/sp-50… @sharenetsa

I initiated tactical longs on $JSEZZD ( strong ER , cheap , plenty cash conversion) and $JSETGA ( coming coal up 8,5% after Chinese mine incident). News out on both names that we deem will bring money flow. If you looking for active trade ideas and managed accounts DM me. @sharenetsa

RT @jmtr4: $JSE Truth Social headlines and broader geopolitical developments continued to dominate trading activity on the JSE, with the ma…

@sharenetsa Weekly Last Day to Trade for Dividends $JSEZED $JSERBX $JSEFNBEQF $JSEFNB500 $JSEBOX

RT @jmtr4: $JSE A risk-on session on the JSE saw the market close up 2.6%, with most counters trading in positive territory despite subdued…

I mentioned both $FCEL and $ENPH as beneficiaries in the “ Bring your own Power “ solutions for Data centres rollouts. Both names up 40-70% since the shoutout last week! Come get these trades and managed accounts @sharenetsa .

RT @jmtr4: $JSE An eventful session on the JSE, characterised by reduced liquidity and elevated volatility, saw the market close 0.6% lower…

RT @jmtr4: $JSE A muted start to the session on the JSE gave way to increased activity into the afternoon, with the market closing up 1% as…

RT @jmtr4: $JSE The JSE closed 2.6% lower in a broad-based risk-off session, in line with weakness across global markets. Most counters end…

RT @jmtr4: $JSE The JSE traded firmer at the open, albeit on subdued volumes, before retreating later in the session to close marginally lo…

RT @jmtr4: $JSE The JSE traded sideways for most of the session in subdued volumes, closing up 0.6%. Tencent numbers came in below expectat…

Capitec is embracing the MVNO offering. One wonders now how much more integrated CellC now becomes in Capitec’s world ( when reading this article)?? Capitec would want to essentially protect this growth vertical! They have 1,5m active users with a goal of converting 9m from their 25m strong banking customer base. The argument has always been that CellC doesn’t have a moat, due to its roaming agreement with MTN. The counter argument here is CellC has Spectrum and offers this to MTN via MOCN. Therefore CellC needs MTN as much as MTN needs CellC. The other takeaway from @SimonPB article is that it’s clear CellC is likely becoming more of a “ Platform enabler “ than a traditional telco. With Subs of of 7m on prepaid and now 5,1m MVNO clients ( growing over 20% pa). CellC has the most MVNOs in SA with over 70% of the market share. More Banks / Insurers / Retailers will likely be taking a big page out of Capitec’s playbook or face getting left behind. moneyweb.co.za/news/companie…

SA exodus of founder led companies (JSE) and some that aren’t…. - $JSEOPA - 52 week lows ( Founders exit into IPO at 1900c ( high 2200c)- 1716c close yday. - $JSEWBC - 52 week lows ( Founders mostly exited 25% higher)! - $JSEDCP - Family exodus between R30 -37 I’m to understand. Chart near 52 week highs on high valuation multiple. Only one founder / CEO led company I can see on the JSE that’s actually bought shares R194m worth ( 2,5% of company)in their respective company that’s MATERIAL over the last 6-months - $JSEBLU. Stock is languishing near 52 week lows, frustratingly. What do they know? $JSEAPN - Mr Saad bought nearly R184m worth in May 2025 around R110-120 a share. Stock is up at R140s hitting R150 this week. However the share slid for abit after this transaction - before reversing on sale of Asian biz and with more recent positive news. $JSERBX CEO bought R1m just over R40,00 ( not really material) , now R52. $JSEIVT CEO ( not Founder) Been acquiring shares since sub R4 all the way to low R30’s. stock is now around R37! $JSEDTC CEO/ Founder was buying shares around R30-40 that was a clear signal the stock was going higher. Recently hit R84. They just put out a great set of numbers hitting R78 high this week. Actions of Founders / CEOs are normally good” Signal / Guidelines” of things to come. Macro environments play a big part in timing and investor sentiment is always key in the end!

RT @jmtr4: $SPP Spar currencynews.co.za/spar-reta… @sharenetsa

$JSE The JSE traded on the back foot for most of the session, closing 1.5% lower on the day. Uncertainty surrounding the Phala Phala saga, alongside ongoing tensions in the Middle East, kept participants defensive and close to the exit doors. NPN/PRX also came under pressure after releasing voluntary business updates, with Just Eat and iFood guidance coming in weaker than expected and not well received by the market. US markets traded lower after reaching fresh all-time highs in the previous session, adding to the softer risk backdrop. On the stock level, British American Tobacco and Sasol provided some support, while the downside was driven by NPN/PRX, Clicks and precious metal counters including AngloGold Ashanti, Sibanye and Impala Platinum. Approximately R27bn traded on the day, with the rand at R16.53/$ at the close.

Played $FCEL early doors at $14,50 Though it hit all targets in 2 hours we decided to keep the position as our longer term prediction sits at $20 to $30. Stock is up 19% today. We also took a starter in $QS as BYOP gathers momentum. @sharenetsa

$JSE The JSE got off to a flying start as optimism around a potential US-Iran truce continued to support risk appetite, before giving back most of the gains to close up 0.1%. US crude dropped to around $91 a barrel. Results and trading updates from Gold Fields, Southern Sun, Life Healthcare, Sappi, Datatec and Altron were met with mixed responses from the market. On the stock level, gains were led by gold and PGM counters, with Pan African Resources, Harmony and AngloGold Ashanti among the top performers, while the downside was driven by telecoms and energy counters, with MTN, Vodacom and Sasol among the notable laggards. Bitcoin also showed signs of weakness, slipping back from the 82k level. Approximately R31bn traded on the day, with the rand at R16.31/$ at the close.