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10 Trades You Missed

  • Writer: Lester Davids
    Lester Davids
  • Sep 28
  • 2 min read

Research Notes 29 Sept - 03 Oct > https://www.unum.capital/post/r2903Oct

Trade Local & Global Financial Markets with Unum Capital.

To get started, email tradingdesk@unum.co.za


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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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    


Lester Davids

Senior Investment Analyst: Unum Capital

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