talker, investor, trader, photographer, writer, chocolate eater, wine drinker I spend time on @JustOneLap @Moneyweb @FinancialMail @SBGTraderZA @ShyftGlobal
Johannesburg, South Africa
Joined September 2008
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Here's the video from the @SBGTraderZA Power Hour event this evening.
Trading with CFDs: Leverage, Risk and the Rules That Keep You in the Game
A lot of detail about how CFDs work, managing leverage, costs, margin and position sizing.
justonelap.com/video-trading…
Simon Brown retweeted
[PODCAST] Famous Brands’ revenue rose 2.3%, but earnings fell as consumers faced mounting cost pressures. CEO Darren Hele speaks to @SimonPB on #MoneywebNOW about demand, margins and competing for convenience-driven spending.
#Moneyweb #Podcast
Listen to the full episode here:
ow.ly/avKf50ZZZqA
Simon Brown retweeted
We have updated our ETF Database with the @10Xinvestments ETFs from the 30 September fact sheets.
Find them all justonelap.com/wp-content/up…
🎧 Sasol keeps the momentum going
° Kea Nonyana from PrimeXBT unpacks the latest business update from Sasol and Standard Bank’s limited trading update.
° Famous Brands CEO Darren Hele discusses tough trading conditions despite price decreases on some products.
°Plus, Hugh Hacking from Momentum Corporate weighs in on better-than-expected local inflation and the key details from the MTBPS.
moneyweb.co.za/moneyweb-podc…
Simon Brown retweeted
Boxer Earns More Per Rand. So Why Can’t It Catch Shoprite?
🇫🇷 French 10-year at 4.8%, back at early-2000s levels
🔁 How rising yields create a negative debt feedback loop
🛒 Boxer | Shoprite: size, margin, stores, valuation
🧮 Can Boxer catch Shoprite? The compounding maths says no
📦 Trade of the week: Amazon is all about robotics
Hosted @SimonPB sponsored @ShyftGlobal @SBGTraderZA
justonelap.com/boxer-earns-m…
Simon Brown retweeted
A few thoughts on South Africa's MTBPS 2026...Thread where I will unpack the +'s and -'ves:
Growth downgrade is meaningful from 1.6% exp in Feb to 1.2%. Alot = global macro but not all. Also, LT 2% now expected by 2028 so the classic economist uplift is pushed out further.
Simon Brown retweeted
Standard Bank Power Hour: The actively managed ETF wave; what's new on the JSE and is it worth it?
Thursday 22nd at 5.30pm
In person or webcast with @SBGTraderZA
👉 justonelap.com/events/standa…
Some relief from the #MTBPS2026
"the fuel levy will be reduced by R3 per litre for diesel and R1.50 per litre for petrol from 4 November 2026 up until to 1 December 2026.
Thereafter, the relief will continue at a lower amount until 5 January 2027. The diesel levy will be reduced by R1.50 per litre the petrol levy by R1 per litre. "
Simon Brown retweeted
#MiniBudget #MTBPS2026
Live and full coverage today on @Moneyweb
moneyweb.co.za/category/in-d…
@Treasury_RSA @EGodongwana @AshorSarupen
Simon Brown retweeted
"I’ve been looking at Chinese indices after a social media post pointed out that the Chinese CSI 300 index (CSI300) was at 12-month lows. At the same time, US indices were just off record highs.
The simple response is that China is cheap, and many people have been making that point for some time. For years, in many cases."
More by @SimonPB here: tinyurl.com/fsec3zvr
🎧 Transnet’s pain, Kumba’s gain
° Chantal Marx from FNB Wealth and Investments unpacks production updates from Kumba and Anglo American ahead of the Teck merger.
° Courtney Cox from Tax Consulting SA warns of the severe consequences of missing Friday’s Sars deadline.
° Plus, PwC’s Makhosazana Mabaso digs into the latest 2026 Directors’ Remuneration and Trends report, covering the JSE’s 200 largest companies.
moneyweb.co.za/moneyweb-podc…
Simon Brown retweeted
This week in Worldwide Markets with @SimonPB sponsored @SBGTraderZA @ShyftGlobal
Boxer Earns More Per Rand. So Why Can’t It Catch Shoprite?
Simon went deep into Boxer vs. Shoprite and discovered some stats he did not expect to find.
justonelap.com/boxer-earns-m…
Simon Brown retweeted
Mapped: Youth Unemployment Rates Across Europe in 2026 💼
visualcapitalist.com/mapped-…
Simon Brown retweeted
The AI selloff looks more about how the build-out gets funded than about chip demand. Copper sits under every data centre and grid upgrade, however the build-out is funded.
I remember these giant long trains n Richards Bay in the 80 taking coal down to the RBCT, not as long as this, but you'd turn off the car and wait an age if caught at a level crossing ..
Transnet sets global freight rail record with 696-wagon train #MoneywebNews moneyweb.co.za/news/south-af…
A lot of ETFs from @SATRIX_SA @10Xinvestments @1nvest_SA paying dividends. If you hold them at the close today you'll get the money on Monday.
The full list 👉 justonelap.com/dividend/
Simon Brown retweeted
Updated the two @ETFSA actively managed ETFs in our database
justonelap.com/wp-content/up…
🎧 South32 bets big on copper boom
° Alyssa Viljoen from Merchant West Investments unpacks South32’s latest update as investors chase copper and zinc, and asks whether the AI-driven selloff jitters are overdone.
° Karooooo CEO Zak Calisto discusses first-half results and how fuel prices are shaping client demand for its services.
° Plus, Calgro M3 CEO Ben Pierre Malherbe on results, infrastructure investment at Bankenveld District City and the continued disposal of non-core assets.
moneyweb.co.za/moneyweb-podc…
hold on, he was saying this rubbish 2 years ago, he's been in charge since then an it still happening ?! on his watch !?
Simon Brown retweeted
Our weekly newsletter with @SimonPB hit all the inboxes this morning. If you missed it, you'll find it online.
° All the ETF dividends coming this week
° JSE investment challenge awards
° Naspers & Prosus: down 50% in a year; half price, or half the story?
just-one-lap-newsletter.beeh…
