Just a mid-month update on my Top Stocks of 2026 as we came to the six month stage It's still holding its own and outperforming my J201 & J202 benchmarks 3.24% year-to-date $JSEAFT Afrimat and $JSECPR Copper 360 my two weakest plays to date $JSERBO Rainbow Chickens and $JSESBP Sabcap my top stocks Overall, fairly happy seven of the ten are ahead of benchmark with a good six month yet to go some solid gains in much of the selection aside from the two dogs. Those two stocks shave -6.0% off my total gains

and yet $JSECPR Copper 360 can't benefit or even see it even if an ingot of copper was thrown at management or inserted rectally

Month 5 (May) of my @smalltalkdaily Top Stocks of 2026 updated and I remain ahead of my benchmark indices but May was a brutal month for markets Top Stocks 1.76% (versus 6.43% in April) Small Cap Index 0.05% Mid Cap Index -6.0% Difficult month for the 10 stocks selected (Only) Best performers change month-on-month $JSEADH AdvTech 0.2% $JSEART Argent Industrial 0.6% Worst performers change month-on-month $JSECPR Copper 360 -12.7% $JSEMTH Motus -8.0% $JSERLO Reunert -7.4% $JSEPMR Premier Group -6.2% 7 months to go yet but markets do look very wobbly and indifferent so maybe the "sell in May and go away" mantra would have been the best scenario ... but I can't as the list is cast in stone for a year

Recorded a 15 minute feature with @MichaelJAvery @FineMusicRadio that will be aired on radio tonight from 6.00pm We delve into the performance of my Top Stocks of 2026 - the two big winners $JSEART Argent & $JSESBP Sabcap on the month and the dogs $JSEAFT Afrimat & $JSECPR Copper 360 We also chat on the day's breaking news that small-cap residential property company $JSEBWN @BalwinProp has decided to de-list from @JSE_Group

End of month 3 (Q1) of @smalltalkdaily Top Stocks of 2026 and as it has done from week 1, its continuing to outperform my J201 and J202 JSE Small and Mid Cap benchmark Indices. But I have 9 months to go yet To date, from point of selection Top Stocks 5.07% ALSI -1.74% Mid Cap Index -2.55% Small Cap Index -2.99% March was a BRUTAL month for the market due to #TrumpWar #IranWar‌ with my portfolio growth declining from February's 9.97% to 5.07% However, on the month the ALSI was -11.2%, The Mid Cap Index -12.3% and the Small Cap Index -8.7% from the February month end close In the Top Stocks, the only good performer in the March was $JSEADH ADvTech 2.9% and the worst performing stocks were $JSECPR Copper 360 -24.0%, $JSEMTH Motus -13.9% and $JSERBO Rainbow Chickens -10.3% Still happy to own all the stock until the end of 2026, not that I can change the selection anyway given my self-imposed competition rules

Update on performance in Month 2 (February) of Top Stocks of 2026 year-to-date In January 7.57% In February 9.97% JSE Small Cap Index 6.21% & Mid-Cap 11.13% Happy with performance so far despite a couple of stocks in the red $JSEAFT Afrimat & $JSEKAL KAL Group Best stocks $JSECPR Copper 360 ( 12.86%), $JSESBP Sabcap ( 13.4%) and $JSERBO Rainbow Chickens ( 45.0%) 10 months to go yet in an already uncertain world

What is with the $JSECPR Copper360 update? Shareholders advised that Graham Briggs & Stephan Du Plessis took leave of absence w immediate effect. The board appoints Gordon Thompson as Transitional CEO & Seten Naidoo as Transitional Commercial Executive. WTF?

My Top Stocks of 2026 "balls to the wall wild card not for granny's portfolio" ... was $JSECPR Copper 360 when I gave my views on the @RandSwiss webinar on January 15th 2026 Was a geared play on the copper price despite the fact that #CPR has been less than successful in 2025 ... I was hoping 2026 would see the company get its act together Selected at 70 cents, today its 94 cents 34.3%. I have no illusions that this is a pure speculative play that's why it was my 2026 "Wild Card" The Cape Town Mining Indaba from February 9th - 12th may bring some updates from the sector Not a stock for widows and orphans as I stated clearly in my narrative

Who or what put a rocket up the ass of $JSECPR Copper 360 as the stock leaps 20% in hefty morning trade of 2,067 million Or is it just playing the copper trade catch up ? Baffled, but not complaining as its it the total "wild card" in my @smalltalkdaily Top Stocks of 2026

Having discussed this since its selection, I provide a link to the entire report as well as a snap review of Top Stocks of 2025 performance @smalltalkdaily Top Stocks of 2026 drive.google.com/file/d/1XVh… If you want to listen to the entire narrative then listen into the webinar I undertook for @RandSwiss last week youtube.com/watch?v=aNwNQP2B… In the first few weeks of the selection its doing ok with $JSERBO Rainbow Chickens, $JSEADH AdvTech and $JSEMTH Motus faring best with $JSEAFT Afrimat the laggard (my premise on #AFT was a 2026 recovery play and still is)... My total, balls to the wall, casino "wild card" is $JSECPR Copper 360 Still happy to own all 10 stocks for all of 2026

Went long #JSECPR Copper360 at 57c. Never done this before: shorted from R1.50 to ±80c-R1 because of near term financing issues, near certainty of dilutive event. That risk has now closed with the rights issue. Shit ton of execution risk remains; my position is small, but the primary threat is out of the way for now. All on getting top line above gross costs and operating control. The new CEO has done this before; I believe he is following his Harmony Gold playbook. Painful remedies, but remedies nonetheless. If I determine that real short term risks have re-emerged, I'll hop out.

$JSECPR This company had the most ridiculous IPO. It ran from what I thought was a crazy IPO price of 400c up to about 1300c! It was even done at decent volume which made it even more bizarre! Everyday I would comment on how mad it was & every day it just went higher Now 130c

#JSECPR Copper 360 cautionary out today noting ‘introduction of additional equity capital’ - something I cautioned was very likely in this letter, and likewise with ‘restructuring of the long term debt’. To be fair to mgmt, this was pretty much necessary. Selling volume spiked past couple days.

Copper up ~12% this week and #JSECPR Copper 360 flat. Is market realizing their near term debt problem is not going to be solved by higher copper prices?

#JSECPR: Financials out, and ouch! As noted in recent newsletter, these guys are clearly moving in the right direction, but they are way, way undercapitalised. Shareholders are likely gonna get torn a new one here with like R500m in short term borrowings, further equity needed…

$JSEMTU $JSECPR $JSEAYO The whose who of SHITCOs all saw fit to release their results and a trading statement after 5pm on a Friday SURPRISE SURPRISE All making massive losses. Who wouldve thought. And of course! The CEOs talk the companies up as if they are stellar results

Experiencing the descent underground for the first time at the Mighty Rietberg Mine, after a vision that began in 2010, was nothing short of monumental. This moment symbolizes not only the culmination of years of strategic planning, dedication, and hard work but also the dawn of a new era in copper mining in the Northern Cape. Standing at the heart of this underground site, surrounded by rugged terrain, was a profound and emotional experience. It signifies the realization of a dream—a testament to relentless effort. A heartfelt thank you goes to mine manager Andre Basson, whose return to his roots and alignment with this vision are integral to its realization. We also extend our deepest gratitude to Pierre Human, our Director of Mining, whose expertise and unwavering commitment have been pivotal in bringing Rietberg to life. Their leadership and dedication embody the spirit of growth and transformation that the Mighty Rietberg Mine represents. Together, we are creating a legacy in copper mining that will shape the future of this region. #jsecpr #Copper360

#JSECPR 🚀 Exciting milestone today 25 July 2024, as we extract the first rock from Rietberg mine, a vision 15 years in the making! This marks a significant step forward for our company and the copper industry. Here’s to many more achievements ahead! #MiningSuccess #Copper360 #RietbergMilestone #CopperIndustry

$JSECPR CPR autopsy is out. Feel free to dissect and establish the cause of death CAUSE OF DEATH: HYPErtention

$JSECPR Very poor trading statement from CPR. Excuses given are loadshedding (snore) lower than forecast plant feed tonnes resulting from inadequate crushing capacity, poor recoveries due to low acid solubility and delays in regulatory approval of funding 1/n