Could Wesizwe Platinum become a multi-bagger for investors?
A reader emailed me this week, and I could feel the excitement coming off the screen. His argument for Wesizwe Platinum (JSE: WEZ) went like this…
Read MoreCategory: Best stocks to buy
Three JSE Small Caps worth watching right now!
Markets love noise: wars, oil prices, interest-rate calls. But some of the best opportunities come from companies that simply get on with fixing themselves while everyone’s distracted. The three small caps I’m sharing today have each done exactly that.
Read MoreOmnia becomes an acquisition target – Here’s why the timing makes perfect sense…
Early Friday morning, a SENS announcement landed that took me by surprise.
Omnia Holdings (JSE: OMN), South Africa’s largest integrated chemicals group, issued a cautionary notice to shareholders. The company is in advanced discussions regarding a potential offer for all its issued ordinary shares.
The share price responded immediately jumping more than 10%.
It’s NOT the petrol price you should be worried about… It’s diesel!
From Wednesday 2 September 2026, something took effect that will work its way through the South African economy for months. The wholesale price of the premium grade of diesel rose over 11% – pushing the inland wholesale price back above R30 a litre in Gauteng for the first time since May.
Read MoreWhy do so few JSE small caps pay dividends…
A Red Hot Penny Shares subscriber wrote in last week with a question I’ve been wanting to address for a while. They noticed something that’s been quietly frustrating income-focused investors for the past few years. Where have all the small cap dividend payers gone?
Read More“Demand Destruction” vs “Demand Deferral”: Why it matters more in small caps than anywhere else
Every JSE small-cap investor has experienced this. A company you own reports disappointing results. Revenue falls. Earnings miss expectations. The share price drops 30% in a day. Before asking whether you should sell, ask a different question: Is this demand destruction or demand deferral?
Read MoreCheaper data is coming…These SA Telecoms stocks stand to benefit!
For years, South Africa’s mobile operators have competed by building bigger networks, rolling out faster 5G and convincing us to buy ever-larger data bundles.
Read MoreComplexity VS Panic – Why the 2026 market will reward a different kind of thinking
In March 2020, the single best investment skill you could have had was courage. The market had collapsed. Everything was cheap. The only question was whether you could override the fear response long enough to buy. 2026 is different. The market isn’t in freefall. Most assets aren’t universally cheap. Nor are the opportunities obvious.
Read MoreWhat the JSE’s Two-Tier Reform means for small caps
In September 2024, the Financial Sector Conduct Authority approved a two-tier reform – the JSE’s split of its Main Board into two segments – Prime and General – with simplified Listings Requirements taking full effect in early 2026.
Read MoreWhy liquidity is the hidden tax on every small cap return…
Every investor knows what brokerage costs. It’s on the contract note, in rand and cents, impossible to miss. What almost no retail investor calculates, and what can dwarf that brokerage fee many times over, is liquidity cost. The price you actually pay to get into a small cap, and the price you actually receive to get out of one, when very few shares change hands on any given day.
Read MoreZero-Tariff policy for South Africa!?
South Africa recently received one of the most significant trade gifts in its post-apartheid history.
China, the country’s largest trading partner by a wide margin, has implemented a zero-tariff policy covering 100% of tariff lines for South African exports. Agricultural goods, processed products, beneficiated minerals and manufactured items can now enter the world’s second-largest consumer market without paying a cent in import duties.
El Niño: The weather event that could reshape your food bill, portfolio, and Southern Africa’s future
In 1877, the rains never came. Across huge swaths of the world – southern Africa, India, China, Brazil – crops failed. Rivers dried up. Food shortfalls spiralled into one of the deadliest catastrophes in modern history. Historians estimate that tens of millions perished as harvests collapsed on multiple continents simultaneously.
Most people today have never heard of it.
But scientists now believe the same type of event – a Super El Niño – may be forming again. And the latest data suggests this one could be historically stronger than anything since that 1877 event.
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