Trading Dan

@PhumlaniMMajozi This is spot on!

The statistics are on our side. We have a stronger argument. The other side promotes failed statist ideas and racial divisions. All they know is mobilizing resentments and they have zero ideas on how to create wealth. They always whine about the past that's long gone. #economy #politics #markets

Meanwhile back in good old South Africa ...

@ImtiazMadmood Schadenfreude.. The Germans invented a word for exactly this...

Elon Musk has a fortune of ~800 billion dollars. If one were to take it away from him and distribute it to all the people in the world, everyone would have about 97 dollars. Enough for a nice meal out once. After that, it's gone. What does Musk do with this capital instead? He builds rockets that are meant to make humanity multi-planetary. He electrifies the automotive market. He builds satellite internet for the most remote regions of the world. He funds AI research. He buys a platform and makes it available for free expression of opinion. The money isn't sitting in an account. It's invested in companies, technology, jobs, innovation. Hundreds of thousands of people have jobs thanks to his visions. Millions benefit from his products. In the hands of a visionary, capital creates progress, prosperity, and added value for everyone. In the hands of the state, it gets diluted—and funds bureaucracy instead of progress. Where does this reflex come from in Germany, this urge to punish success—instead of celebrating it? - @fpbuilds

@_inpractise @SharogradskyM Hugely undervalued company, with a massive forward order book, and technological edge.. Needs to list on Nasdaq instead of sticking to Europe

Former Engineering Director at Elbit on $THEON's edge in night vision optics

@Chapter11Wealth Biggest podcast in the world.. And an economic moron... Scary

Financial and economic literacy at a literal zero. This right here is why populism works in most countries. Frightening to see such influential people can have such low understanding. Boggles my mind this. Race to the bottom

@ReutersAfrica @im_an_african More debt to pay for government inefficiency and corruption.. Charming..

South Africa has secured a $150 million development policy loan from the OPEC Fund for International Development to support reforms aimed at easing infrastructure bottlenecks, its National Treasury said on Wednesday. reuters.com/world/africa/s…

@ewnupdates Another meeting to work out which tenders go to which cadres.... Let's not pretend actual governance is going to be discussed

The NEC, which is the party’s highest decision-making body between conferences, is set to meet in Cape Town on Tuesday evening. ewn.co.za/2026/05/12/urg…

@JesseCohenInv They are.. But Chinese and Korean ones..

Whirlpool $WHRL stock is tanking 16% after reporting awful earnings and guidance. Shares are now down 80% over the past 5 years. Are consumers no longer buying home appliances?

@Miz_Ruraltarain They didn't teach economics in Moscow

The Math of a Stolen City: With an annual budget of R70 billion but a monthly burn rate of R27 billion, you have to wonder if the Joburg leadership thinks money grows on trees—or if they’ve simply stopped caring. Let’s look at the damage: 70% of that expenditure is swallowed up by staff costs and consultant fees, yet the city is only clawing back a measly R3.5 billion in revenue. It’s a fiscal death spiral. To top it all off, SAMWU is now knocking on the door demanding R10 billion in back pay for its members. The math doesn't just 'not add up'—it’s an insult to every taxpayer. When you realize the city is spending money it doesn’t have on people who aren't delivering, you finally understand why they call it a 'stolen city.' It’s not just mismanagement; it’s a heist in broad daylight.

@TauYaDitshego @mbalimcdust They still have to form the committee to decide how to do the investigation in order to put forward a proposal to ensure sufficient transformation.. And of course.. Put the tender out so comrades can eat... Don't hold your breath .

@mbalimcdust It's been well over a year since Minister Kubayi promised to make public the national register for səx offenders. I doubt anyone's surprised that we're still waiting... twitter.com/TauYaDitshego/…

Do we even have a working sex offenders registry in SA?

@MOSSADil Irrelevant politician trying hard to pretend they still relevant...

🇫🇷 MACRON: Posted from his X account: “I have just met with the Iranian President Massoud Pezeshkian. I expressed my deep concern over the ongoing escalation, and condemned the unjustified strikes against Emirati civilian infrastructure and several ships. All parties must lift the blockade of the Strait, without delay and without conditions. We must durably return to the regime of full freedom of navigation that prevailed before the conflict. The multinational mission that France and the United Kingdom have set up can help restore confidence among shipowners and insurers. It will, by its very nature, be distinct from the warring parties. The pre-positioning of the aircraft carrier Charles de Gaulle fits within this context. Recent events clearly demonstrate the usefulness that such a mission would have. I have invited the Iranian president to seize this opportunity, and I intend to discuss this matter with President Trump. The return of calm in the Strait will help advance negotiations on the nuclear issue, the ballistic issue, and the regional situation. The Europeans, on whom the lifting of sanctions depends, will take their place in this process.”

@NadiaFerreira85 No doubt some of it is in Dubai bank accounts..

The Public Investment Corporation bought Daybreak Chickens in 2015. But, cadres running it have managed to lose R2billion into thin air. They've searched everywhere, but nobody can find the 'missing' R2bn. Perhaps the dog ate it...

@matt_gray_ Dfy

@ewnupdates I think he should form a committee to decide on a commission of enquiry to do an investigation into the situation... And of course allocate tax payers money to this process so his buddies can get lots from it.. And nothing else will get fixed

Ramaphosa concerned about significant volume of water lost before it reaches households ow.ly/s1bg50YT4QL

@FaraiMazhindu Let's watch closely the motor manufacturing local Chinese transfer as well... How long before local suppliers get booted.. And jobs get cut .

China controls a massive share of African mines while contributing minimal infrastructure to its host nations. They routinely bypass environmental and monetary regulations, ensuring that the wealth generated solely benefits Beijing. No local citizen can realistically brag about the presence of Chinese miners in their area, the only true beneficiaries are the politicians who sign off on permits and shield these operations behind closed doors. If African governments are willing to let politicians and foreign corporations exploit their mineral wealth for zero public return, then it is completely hypocritical to complain when that exact same mineral wealth is leveraged in healthcare deals. Using national resources to secure life-saving health agreements is arguably a far more legitimate and moral use of a nation's sovereignty than allowing them to be quietly looted.

@BDliveSA Zuma's parting gift to sa.. That keeps on delivering...

NSFAS is facing a leadership crisis that could threaten its ability to function. With the interim chair and other key members resigning, the board is now operating at a fraction of its required strength. tinyurl.com/3x6j5z8b

@mtobinwex @smalltalkdaily Mm, pity.. Hope you going to get them onto one of your webinars soon mark..?

@ctdan @smalltalkdaily Nope

This $JSEAFT Afrimat YE2026 trading update is going to go down like a bucket of cold sick as the quasi-rosy trading update failed to given any comment as to why H2 was such a train smash Interim results from #AFT saw HEPS +92.3% to 101.9 cents per share Guidance was given for a better H2 with cement losses abating and other assets performing satisfactorily BUT clearly some external factors - yet again - must have slammed #AFT H2 HEPS forecast to Year End February 2026 was 91.8 cents per share to 99.1 cents per share (27% to 37.1% higher) On a mid-point that's HEPS of 95.45 cents per share (+32%) BUT @AFT showed 101.9 cents in H1 ... so H2 was an utter catastrophy Looking at the possible issues as I look from a high level vantage that could have made H2 so awful for #AFT ... again much out of their control. Yet more Black Swan events..... In Q4 the closure of the ferrochrome plants (all over the news) must have slammed demand from @AFT Nkomati anthracite which has been struggling In Q4 the volatile iron ore price fell from US$109 a ton to a low of US$95 a ton in a month + the Rand strengthened slamming this segment (see chart) The Rand from December 2025 to January 2026 went from 17.11 to 15.77 to the US$ compounding the iron ore price weakness (see chart) Chatter was that Arcelor Mittal (AMSA) had significant challenges in operations December to February (Q4) which again may have hit Afrimat In my mind the trading update, skimpy as it is, should at least have given hints as to what occurred in H2 Seems the market and investors will have to wait results May 20th to get a full explanation. AFT’s share will not be pretty today as I and many others were expecting much better earnings

What a magnificent planet we are blessed with

@BrilliantMaps You left out the UK, France, Belgium, Netherlands...?

Simplified Muslim World Map brilliantmaps.com/world-muslim-p…