Peloton Free Cash Flow | New Inflation Target for SA?
WorldWide Markets with Simon Brown
Release Date: 05/27/2025
Good Things Happening in SA | How to Spot the Bubble Popping
WorldWide Markets with Simon Brown
Worldwide Markets — Episode 657 (19 November 2025) 🗓️📈 🔥 This Week on Worldwide Markets Good things are happening in South Africa 🇿🇦, bubble-watching on global markets 🎈, fresh ETF listings from Ninety One 📊, strong local results (Astral 🐔, WeBuyCars 🚗, Ninety One 💼), and the Year-End Power Hour opens for bookings 🎤✨. 🎈 Bubble Talk: When Does It Pop? Guest Insight: Citigroup’s Dirk Willer (via Odd Lots podcast) Definition: A bubble = asset prices 2 standard deviations above the 1-year average. His exit rule: ➡️ Identify the drivers — the...
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JSE in the Cross Hairs (and Proposing Changes) | Don't Fight the Trend
WorldWide Markets with Simon Brown
Worldwide Markets – Episode 656 (12 November) Powered by Standard Bank Global Markets and Shyft – the global money app that puts travel, shopping, payments and investments in the palm of your hand 🌍💸 1) JSE Under Pressure 🏛️⚖️ Two issues in the spotlight: a) Competition Commission Complaint A2X alleges JSE is being anti-competitive around BDA & settlement. This could have a long regulatory process. No quick outcomes expected. b) Matengu Allegations Matengu alleges share price manipulation and claims to have emails implicating JSE directors. JSE has fired back and...
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When Will The Markets Crash? | Optasia IPO Fails to Pop
WorldWide Markets with Simon Brown
🌍 Worldwide Markets – Episode 655 Date: 5 November Host: Simon Brown Powered by: Standard Bank Global Markets & – the global money app for travel, payments & investing. 🎙️ This Week’s Big Questions When will markets crash? 🤯📉 Will we finally get a sovereign ratings upgrade? 🇿🇦🔼 Optasia* lists… but no IPO fireworks 💼🔔 SA vehicle sales accelerate again 🚗📈 🚀 Shyft Migration Update If you are an OST/Webtrader/ASI client — but have not yet been notified about migrating to Shyft — that simply means your group is scheduled for...
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Gold took us up … and Gold will take us down
WorldWide Markets with Simon Brown
🌍 World Wide Markets Ep. 654 — 29 October 2025 🎙️ “Gold took us up … and gold will take us down.” 🪙 Gold Takes the JSE for a Ride Gold led the JSE to record highs — and now it’s leading it back down. Year-to-date returns: Gold +49 %, Harmony +87 %, Pan African +126 %, DRD +150 %, Gold Fields +162 %, AngloGold Ashanti* +167 %! Excluding dividends! Simon notes clear support around $3,600-3,800, with further downside likely. The Top 40 is up ~38 % YTD, but the Resources Index (Resi) is +93 % — remove that, and the market’s ~20 %. Translation: half this year’s...
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Optasia, AI-enabled fintech business, listing on the JSE. Worth buying?
WorldWide Markets with Simon Brown
🌍 Worldwide Markets Ep. 653 – Gold Crashes, Markets Burn, and Optasia’s JSE Listing 🎙️ Hosted by Simon Brown 📅 Recorded: Tuesday, 21 October 2025 📈 Powered by Standard Bank Global Markets, Retail & Shyft – The global money app that puts travel, shopping, payments and investments in the palm of your hand. 💥 Local Markets Crushed A brutal day on the JSE as the market closed down 2.5%, with resources tumbling 7.8% despite a steady rand (R17.43). Gold miners collapsed: Implats & Sibanye -10%, Gold Fields & Harmony -9%, AngloGold* -8%. PGMs also fell...
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JSE Large Caps with Great Dividend Yields
WorldWide Markets with Simon Brown
🎙️ Worldwide Markets Ep. 652 — “Dividends, Gold, and Gearing Gone Wild” 📅 15 October 2025 | Hosted by Simon Brown | Powered by Standard Bank SHYFT 🪙 Gold Rush Continues Gold is unstoppable! 🚀 Now trading above R4,100/oz, the yellow metal has clocked eight consecutive green weeks — the longest winning streak since early 2024. Simon digs into: 📈 Historical patterns since the pandemic: jump → consolidate → jump again 🏦 Central banks as persistent buyers — but what happens if they ever stop? 🤔 With gold having doubled in three years, central banks’ reserves...
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Value on the JSE? We find the Cheapest Shares
WorldWide Markets with Simon Brown
🎙️ Worldwide Markets Ep. 651 — “Value on the JSE? We Find the Cheapest Shares” (8 October 2025) 📅 Recorded Tuesday afternoon | Powered by Standard Bank & 💡 Episode Overview This week Simon Brown digs into value on the JSE — where the cheapest shares might be hiding 👀. He also unpacks: The Purple Group* pullback 🟣 📈 (spoiler: it’s been a wild year!) Upcoming 🧠 🟣 Purple Group: Pullback or Panic? After a huge rally to R2.74, Purple Group has pulled back — but no need to panic. Likely to find support around R2.10, with upside targets around R3.50...
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what's pushed Purple Group +140% this Year? And a Bull Case for SA Inc.
WorldWide Markets with Simon Brown
🌍 Worldwide Markets Episode 650 – 1 October 2025 Hosted by Simon Brown Powered by Standard Bank Global Markets & the 💳🌐 🔑 Key Topics This Week 📈 Purple Group* & EasyEquities Purple Group share price up ~150% this year 🚀 Results driven by non-revenue income (inactivity fees & loyalty program) Strong client acquisition via Capitec & Discovery Bank partnerships 🏦 Trading volumes soaring in a bullish market 💹 Purple Group | YTD to close 29 Sep 25 💰 Top 40 hits 100,000 Thanks to gold miners & PGMs ⛏️ AngloGold Ashanti* up nearly...
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Your Second Brain | Managing all the Data and Putting it to use
WorldWide Markets with Simon Brown
🌍 Worldwide Markets Ep. 649 – Building a Second Brain 🧠✨ Recorded on 24 September 2025 (from the beach!) – Hosted by Simon Brown This week, Simon takes a break from market talk 📉📈 to explore something equally powerful: how to manage the flood of data and information we face every day. Instead of focusing on stocks, currencies, or central banks, he dives into the idea of creating a "second brain" — a system to capture, organize, and use knowledge effectively. 🔑 Episode Highlights 🧠 Brains are great at decisions – quick choices like what to eat or which route to...
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Three Stocks with Cash & Shares Worth more then their Market Cap
WorldWide Markets with Simon Brown
🌍 World Wide Markets Ep. 648 – Cash-Rich Companies, Fed Cuts & China’s Housing Woes Host: Simon Brown Date: 17 September 2025 📉 China’s Housing Market New house prices fell 2.5% YoY – still negative since May 2022. Bottomed in October 2023 (-5.9%) and now trending upward. Reflects weak Chinese consumer confidence, similar to South Africa 🇨🇳🇿🇦. Evergrande’s collapse still casts a shadow. Chinese New Home index YonY 🏦 Central Banks in Focus FOMC (US): Decision due Wednesday evening. Market expects 25bps cut, with more cuts likely in Oct & Dec. US...
info_outline- SARB inflation target 🎯
Inflation remains well below target at 2.8%, raising expectations of a rate cut at Thursday’s MPC meeting. New long-term target could shift to 3%.
⏳ Rate cut coming? Market’s betting on 25bps; Simon wants 50bps.
💡 Lower target = anchored expectations = tamer wage negotiations. -
Peloton (PTON) 🚴♂️
The pandemic darling may be turning a corner with solid free cash flow returning.
💵 Q3 FY25: $94.6m FCF (vs $10.7m in Q1)
📉 Stock at $7.50 (down from $170). Risky turnaround, but improving numbers.
📊 Subscriptions reviving; de-risked but needs deeper digging. -
Gold Power Hour coming 19 June 🪙
Event: “Know when to hold it, know when to fold it.”
📆 19 June with Standard Bank
📈 Gold had its highest ever weekly close – bullish candles and all. -
Rand strength 💪🇿🇦
ZAR gaining momentum: from 19.90 to 17.88.
🌍 Dollar index weakening, Trump tariff noise not shaking markets – yet.
🔮 Simon sees 16.80 as possible ahead.
USDZAR 27 May 2025 | weekly chart Trump tariffs whiplash 🇺🇸🌀
🗓 Flip-flops on 50% EU tariffs: delay to June? Or back to July 9?
🎭 Oval Office ambush with Ramaphosa. No real surprises.
📉 Market's still waiting for an actual deal – not just handshakes.-
Renegen* (REN) & ASP Isotopes (ASPI) 🧪
🚨 Renegen deal: 1 share of ASP gets ~0.09 of REN.
🛑 Simon holding Renegen for Phase 2 helium – not keen on ASP.
💰 Nasdaq listing delays = funding delays. -
Sasol (SOL) ⚖️
💸 Transnet drops appeal, SOL gets R4bn court award.
📈 Stock rally confirmed – chart looking better, Brent still a drag.
🛢 Oil remains the key driver. -
Pick n Pay (PIK) 🛒
📉 Still losing money, but less than before.
👷 Sean Summers’ contract extended to 2028. Break-even delayed.
💰 Boxer + R4bn cash > market cap = value if turnaround succeeds.
🚧 Market says: “We don't believe it. Yet.” -
Nampak (NPK) 📦
✅ Another slow but steady turnaround.
📊 Results not amazing but consumer headwinds easing. -
Altron (AEL) 🚗📡
📈 Strong Netstar performance. Solid accounting tailwinds coming.
💬 Simon: “One of the few real turnaround wins.”
🧠 Potential still there – analyst upbeat. -
Harmony (HAR) + Copper 🇦🇺🔧
💰 Buying Aussie copper mine for $1bn – diversifying away from gold.
⚖️ Adds immediate copper cash flow = de-risked future.
🔌 Copper demand = chips, EVs, energy. Chart still flat for now. -
PGMs: Platinum & Palladium 💿
🔁 Trading in long-term ranges (R830–R1100).
📉 Not breaking out yet; charts uninspiring.
📦 Stockpiles still working through post-Russia invasion.
📉 EV transition and reduced supply in focus.
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