Joined September 2008
- Tweets 51,100
- Following 1,438
- Followers 46,952
- Likes 14,921
3,260 Photos and videos
Pinned Tweet
May 28
Video from this evening's @SBGTraderZA Power Hour.
I put forward a methodology for finding (trying to find?) the next Capitec. It's been a spectacular run. R1,000 of Capitec shares at listing would now be worth over R2million.
Five requirements that must be present to make the framework. Meet all of them and maybe we have a winner?
justonelap.com/finding-the-n…
2
3
23
2,078
Simon Brown retweeted
Jun 12
Here comes SpaceX. Listing shortly at 3.30pm, code SPCX and trading of both shares and CFDs on @ShyftGlobal at open.
justonelap.com/stocks-for-yo…
1
3
773
Simon Brown retweeted
Jun 12
Building income into your portfolio? We unpack 4 ETFs across local and offshore:
📈 ETFBND – SA Bond 🌍 ETFGGB – Global Govt Bond 🏢 ETFGRE – Global REIT 🏘️ ETFSAP – SA Property
Full chat with @1nvest_SA
justonelap.com/income-invest…
1
3
833
Jun 12
For the most juiced IPO I ever seen .. this is not a big pop ?!
2
4
29
3,778
Jun 12
Ah so this is how it works .. essentially volatility auction .. I remember the then Facebook listing being delayed by hours
Many are asking why is SpaceX, $SPCX, NOT trading yet?
Here's exactly how the IPO process works and when the shares will be available to trade (Bookmark this):
The IPO was quoted at 9:50 AM ET and was expected to begin trading at 10:00 AM ET, but that does NOT guarantee shares will trade at that time.
Before trading begins, Nasdaq must complete a price-discovery auction where buy and sell orders are collected and matched.
At around 9:50 AM ET, "first indications" came out which are essentially a "gauge" of where the stock will open.
The first indications on $SPCX came in at $175/share, or a ~30% premium to the $135/share IPO price.
During this process:
1. Orders are entered, but no trades occur yet
2. Nasdaq continuously updates the indicative opening price
3. The opening price is adjusted until supply and demand are balanced
4. Only then does the opening auction occur and the first trade print
For major IPOs, delays are common such as Google in 2004 and Meta in 2012 which saw their first trades over 2 hours after the US market opened.
We expect the SpaceX IPO to open for trading within the next 60 minutes.
Buckle up for a historic day.
5
4,510
Simon Brown retweeted
Jun 12
things have calmed down.
$SPCX has moved down from 175 to 162.
this would be a much more balanced opening print.
2
1
13
2,651
Simon Brown retweeted
Jun 12
SpaceX lists today at US$1.75trillion .
Nasdaq's new Fast Entry rule puts it inside the Nasdaq-100 within 15 trading days at ~0.7% of the index.
Want SpaceX exposure? A Nasdaq-100 ETF is the simplest way to get it.
justonelap.com/buying-the-na…
1
2
819
Simon Brown retweeted
Jun 12
[PODCAST] Haim Israel of Bank of America tells @SimonPB on #MoneywebNOW why the 2026 World Cup could be remembered less for the winner and more as the biggest live test yet of AI, data centres and global internet infrastructure.
#MoneywebPodcast
Catch the full conversation here: ow.ly/cMM650Zb15G
2
4
817
Jun 12
🎧 Big bang expected from SpaceX listing
° Hello SpaceX. As the biggest IPO ever hits markets today: What is SpaceX? Thoughts, opportunities? @jmoyaha_ weighs in.
° Bank of America’s Haim Israel on the 2026 Fifa World Cup. It will be the largest ever, AI is everywhere but can it predict the winner?
° And, thoughts on gold, why the sell off?
moneyweb.co.za/moneyweb-podc…
1
4
1,094
Simon Brown retweeted
Jun 11
Does the classic 60/40 split still make sense in today's rate environment?
That's one of the things Ahmed Motara from @1nvest_SA and @SimonPB dig into — bonds vs REITs, inflation risk, and the yields you can realistically expect.
justonelap.com/income-invest…
1
708
Simon Brown retweeted
Jun 9
🇺🇸Trump has stated 55 times that he defeated Iran.
🇺🇸Trump has stated 35 times that Iran is destroyed.
🇺🇸Trump has stated 38 times that a deal is imminent.
🇺🇸Trump has stated 25 times that the Strait of Hormuz is open.
Elect a clown, expect a circus.
1,058
15,768
53,241
1,010,894
Simon Brown retweeted
Jun 11
Three mega IPOs landing at once: SpaceX prices Friday at $135 (SPCX), Anthropic and OpenAI both filed confidentially.
SpaceX wants ~$75bn, Alphabet ~$85bn; inside 10 days. Something has to be sold to fund it.
That's your Micron -16% Friday.
Hosted @SimonPB Sponsored @SBGTraderZA @ShyftGlobal
justonelap.com/stocks-for-yo…
2
1
616
Simon Brown retweeted
Jun 11
MTBPS will be on 21 October 2026, and the session may start at 10am.
But whips are still discussing the early start.
1
3
7
3,520
Simon Brown retweeted
Jun 11
The Nasdaq-100 isn't a tech index. It's the 100 biggest companies on the Nasdaq exchange - banks excluded, that's the whole methodology.
Tech dominates because that's where young tech listed cheaply in the 1970s. Costco and PepsiCo are in there too.
justonelap.com/buying-the-na…
4
11
918
Jun 11
🎧 Spar has some easy fixes
° Lonwabo Maqubela of Perpetua Investment Managers unpacks the horror Spar results, even as the stock firmed on results day.
° PayInc’s Shergeran Naidoo on the PayInc Economic Index, which declined significantly in May.
° Plus, Dr Roelof Botha, on the latest Altron FinTech Household Resilience Index.
moneyweb.co.za/moneyweb-podc…
3
6
1,705
Simon Brown retweeted
Jun 10
US 10-year yields above 4%. SA bonds delivering capital AND income. The case for fixed income has rarely looked better.
@SimonPB sat down with Ahmed Motara from @1nvest_SA to talk income that lasts
👇
justonelap.com/income-invest…
2
2
693
Simon Brown retweeted
Jun 10
The World Cup kicks off tomorrow. So which stocks win?
@SimonPB ran the data: skip the obvious bets. 84 of 104 games haven't sold out, so hoteliers have zero pricing power.
The retail bump? Marginal.
The real plays are elsewhere; streaming, kit and betting.
Sponsored @ShyftGlobal @SBGTraderZA
👇 justonelap.com/stocks-for-yo…
1
620
Simon Brown retweeted
Jun 10
JUST IN: US inflation jumped to 4.2% (y/y) in May —>the highest in 3 years and up from 2.4% in February before the war in Iran.
Higher gas and energy prices drove 60% of the gain. Shelter and food (especially restaurants) also contributed. The monthly increase was 0.5%.
Core inflation (excluding food and energy) was 2.9% —>highest since September
65
596
1,024
181,297
Jun 10
OK so this Fable is epic, but yip it chows tokins .. i just been rate limited for the second time today ..
1
2,464
Simon Brown retweeted
Jun 8
A rand hedge ETF is not a bet on the US market.
It's a bet on the US market AND the rand at the same time.
Get both right, returns are exceptional. Get one wrong, the other might bail you out. Get both wrong, there's nowhere to hide.
justonelap.com/how-your-jse-…
1
4
945