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☰ Research: 29 September - 03 October 2025

  • Writer: Lester Davids
    Lester Davids
  • Sep 26
  • 4 min read

Updated: Oct 1

Thank you for your interest in our research. Our aim is to convey insights that help clients: (1) Manage Risks and (2) Uncover Opportunities. Year-to-date we have published over 1400 research notes that helps clients do just that. If you've been a consumer of our research but have not traded via the Unum Capital trading desk, why not consider making us your trading services provider? To open a trading account and/or move from your existing service provider, email tradingdesk@unum.co.za


  1. Free ETF Idea: +51% in 15 Weeks https://www.unum.capital/post/ipbwa

  2. Free Buy Idea: iShares U.S. Infrastructure ETF https://www.unum.capital/post/ifrai

  3. Free Talen Energy: Running +24% https://www.unum.capital/post/talenrun

  4. Free 🎥Watch: Provisional Buy Re-Entry R345 to R355 https://www.unum.capital/post/isnta

  5. Free Re-Enter (Buy) Between R288 & 295, Sell at R320 https://www.unum.capital/post/itbse

  6. Free Bank/Take Profit (Running +46%) https://www.unum.capital/post/copbank

  7. Free Prosus: Overbought Bull Trend; Prepare For A Pullback https://www.unum.capital/post/propre

  8. Free 🎥Watch: This Commodity is Overbought https://www.unum.capital/post/silobo

  9. Free Buy at R527, Sell at R645 https://www.unum.capital/post/iagla

  10. Free 🎥Watch: Provisional Buy Re-Entry 4400c to 4800c https://www.unum.capital/post/itrua

  11. Free 🎥Watch: Buy at R260, Sell at R320 https://www.unum.capital/post/ihare

  12. Free Buy Idea: Lockheed Martin https://www.unum.capital/post/buylmt

  13. Free Technical Screen: 7 Shares Trading 20% or More vs 50-EMA https://www.unum.capital/post/vsfifty

  14. Free Buy Idea: DT Midstream https://www.unum.capital/post/dtmid

  15. Free Buy Idea: iShares Global Energy Producers ETF (FILL) https://www.unum.capital/post/filletf

  16. Featured Post: Themes From Our Screens https://www.unum.capital/post/themesc

  17. Free JSE Relative Sector Analysis https://www.unum.capital/post/jsersay

  18. Free Where is the Money Flowing? https://www.unum.capital/post/witmflo

  19. Free Ranking The Sectors (Most to Least Preferred) https://www.unum.capital/post/rankdas

  20. Free Thematic Sector Breakdown https://www.unum.capital/post/tsebrea

  21. Free Market Risk Index (All Time Frames) https://www.unum.capital/post/marinx

  22. Free JSE PGMs: Assessing The Current Reward-to-Risk https://www.unum.capital/post/pgmas

  23. Free 🎥Watch: Screener (High Demand Shares) https://www.unum.capital/post/highdem

  24. Free 🎥Watch: Trading Exxaro Resources https://www.unum.capital/post/watchexxr

  25. Free 🎥Watch: Actionable Areas MTN Group https://www.unum.capital/post/mtnacta

  26. Free 🎥Watch: Target Prior Highs 2900c to 3500c https://www.unum.capital/post/taroldhi

  27. Free Actionable Areas: Discovery Holdings https://www.unum.capital/post/actdsy

  28. Free Global Buy Idea: National Grid https://www.unum.capital/post/natgrid

  29. Free Global Buy Idea: Iberdrola https://www.unum.capital/post/iberdrola

  30. Free Sprott Lithium Miners ETF https://www.unum.capital/post/litpetf

  31. Free VanEck Steel ETF https://www.unum.capital/post/steeletf

  32. Free Sell/Reduce Idea https://www.unum.capital/post/gfiredu

  33. Free British American Tobacco: Zooming Out https://www.unum.capital/post/tobazoom

  34. Free 🎥Watch: What's The Story With Platinum? https://www.unum.capital/post/platstor

  35. Free 🎥Watch: Buy Re-Entry 8500c to 8900c https://www.unum.capital/post/isppe

  36. Free Exposure To Silver Miners https://www.unum.capital/post/silsix9

  37. Free $DBP Invesco Precious Metals Fund: Running 32% https://www.unum.capital/post/dbprun

  38. Free U.S. Sectors: Key Takeaways + Momentum + Money Flows https://www.unum.capital/post/usktaw

  39. Free U.S. Markets: Ranking The Sectors https://www.unum.capital/post/rathesect

  40. Upcoming Research Notes (Non-Comprehensive):

    1. The Big Breakdown/Rounding Top (JSE-Listed Share)

    2. Zooming Out: Long Term Change of Trend (Neutral To Bearish, JSE Listed Share)

Contributors: Opportunities to generate cash flow continue to present themselves. The following are some of the recent opportunities highlighted to clients of Unum Capital:


Sibanye Stillwater; Anglo American, Glencore, Impala Platinum, Copper Miners ETF, Rare Earths Metals ETF, Quantum Computing ETF; Junior Gold Miners, EOS Energy, Iris Energy

(1) Sibanye Stillwater (SSW) is now higher by 230%. On 28 February, we published a research note, 'Long Term Cycle Ready To Unfold?"

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(2) Anglo American Running +20% - Short Term Idea Via Video. Note Published 26 August.

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(3) Glencore Plc Running +20%: Oversold Readings via Price Action Model - Note Published 07 August. Prior to that Initial note at 6491c.

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(4) Impala Platinum +40%: Short Term, We Looked For A Buy Entry at 15100c-15400c. Note Published 13 August.

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(5) Copper Miners ETF +38%. Now at multi-year highs.

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(6) Rare Earth Metals (REMX ETF): Running +40% in 9 Weeks

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(7) Quantum Computing Sector/Theme

  • Over the 11 months (Since 22 October 2024), the Defiance Quantum Computing ETF is higher by 65%.

  • Rigetti Computing, currently the largest constituent is higher by 2100%, from $1.23 to $28.50.

  • On 18 September, the US and UK Governments signed a memorandum of understanding regarding a technology prosperity deal in which quantum computing is a key focus.


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(8) Junior Gold Miners ETF (GDXJ)

  • Exactly one year ago, we highlighted the ETF as a buy, where the target has long been exceeded.

  • The ETF is currently higher by 93% since the time of publication.


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(9) EOS Energy +69% in 2 Months

  • Big mover in the energy storage theme.

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(10) Iris Energy (IREN) +176% in 2 Months

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Archive: Year-To-Date


Lester Davids

Senior Investment Analyst: Unum Capital


*Disclosure: To compliment our existing research, we have started incorporating automated tools such as Artificial Intelligence (A.I). Here are three ways in which it helps us: (1) SORT (large data sets); (2) SPEED (compile info/notes at an even greater speed); (3) SIGHT (enhance the visual appeal of our charts/data).

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