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  • Thematic Sector Breakdown

    Research Notes 29 Sept - 03 Oct > https://www.unum.capital/post/r2903Oct Trade   Local & Global Financial Markets with Unum Capital. To get started, email   tr adingdesk@unum.co.za Lester Davids Senior Investment Analyst: Unum Capital

  • ☰ Research: 22 - 26 September 2025

    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 1200 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 Free Buy Idea: Volatility Index (VIX) https://www.unum.capital/post/buyvix Free Anglo American Plc: Running +20% https://www.unum.capital/post/anglogc Free Glencore Plc: Running +20% https://www.unum.capital/post/glenrebo Free Free 🎥 Watch: Discussing Gold Fields https://www.unum.capital/post/gfielvi Free Free 🎥 Watch: Discussing Sibanye Stillwater https://www.unum.capital/post/stilwvi Free Free 🎥 Watch: Discussing Northam Platinum https://www.unum.capital/post/norplav Free Harmony Gold: Running +22% https://www.unum.capital/post/harmrun Free iShares MSCI Peru ETF: Running +27% https://www.unum.capital/post/perunn Free Global Buy Idea: Cellebrite https://www.unum.capital/post/cblti Free Global Buy Idea: American Battery Tech Co. https://www.unum.capital/post/_abat Free 🎥 Watch: List of Overbought Shares (Daily) https://www.unum.capital/post/listobo Free Trading BHP Group https://www.unum.capital/post/bhgcre Free Update: Energy Fuels +60% in 6 Weeks https://www.unum.capital/post/efuels Free 🎥 Watch: Discussing Sasol https://www.unum.capital/post/solevel Free Update: Uber Tech Above $100 & Running +65% https://www.unum.capital/post/uberrun Free Global Buy Idea: Solaris Energy Infrastructure https://www.unum.capital/post/solaris Free Global Buy Idea: Hallador Energy https://www.unum.capital/post/hallad Free Update: Impala Platinum Running +30% https://www.unum.capital/post/imprunn Free Update: Sibanye Stillwater Running +31% https://www.unum.capital/post/stilrunn Free Update: Harmony Gold Running +15% https://www.unum.capital/post/harrunn Featured Post:   Market Risk Index: Approaching Elevated Levels https://www.unum.capital/post/mriskwe Featured Post:   🎥 Watch: Valterra Platinum Reaches Target https://www.unum.capital/post/valwatch Free 🎥 Watch: Spot Gold https://www.unum.capital/post/waxau Free JSE Top 40 Index: 4 Charts To Assess Reward-to-Risk https://www.unum.capital/post/fortyfour Free JSE Relative Sector Analysis https://www.unum.capital/post/scanaly Free Where is the Money Flowing? https://www.unum.capital/post/mflowng Free Ranking The Sectors (Most to Least Preferred) https://www.unum.capital/post/secpref Free Thematic Sector Breakdown https://www.unum.capital/post/thematis Free Trading Prosus https://www.unum.capital/post/prxsixty Free Playbook: JSE Banks https://www.unum.capital/post/plabanks Free Global Buy Idea: Sealsq https://www.unum.capital/post/sealsq Free Update: Novo Nordisk Running +25% https://www.unum.capital/post/novorun Premium Content. 🎥 Watch: Buy Idea https://www.unum.capital/post/contrec Premium Content. 🎥 Watch: Mean Reversion Due...? https://www.unum.capital/post/mrdue Free U.S. Sectors: Key Takeaways + Momentum + Money Flows https://www.unum.capital/post/ussemf Free U.S. Markets: Ranking The Sectors https://www.unum.capital/post/rtsusa Contributors: (1) 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. (2) 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. (3) EOS Energy +69% in 2 Months Big mover in the energy storage theme. (4) Iris Energy (IREN) +120% in 2 Months Archive: Year-To-Date 15 to 19 September https://www.unum.capital/post/r1519sept 08 to 12 September https://www.unum.capital/post/r0812sept 01 to 05 September https://www.unum.capital/post/r0105sept 25 to 29 August https://www.unum.capital/post/r2529august 18 to 22 August https://www.unum.capital/post/r1822august 11 to 15 August https://www.unum.capital/post/r1115august 04 to 08 August https://www.unum.capital/post/r0408august 28 July to 01 August https://www.unum.capital/post/r2801august 21 July to 25 July https://www.unum.capital/post/r2125july 14 July to 18 July https://www.unum.capital/post/r1418july 07 July to 11 July https://www.unum.capital/post/r0711july 30 June to 04 July https://www.unum.capital/post/r3004july 23 June to 27 June https://www.unum.capital/post/r2327june 16 June to 20 June https://www.unum.capital/post/r1620june 09 June to 13 June https://www.unum.capital/post/r0913june 02 June to 06 June https://www.unum.capital/post/r0206june 26 May to 30 May   https://www.unum.capital/post/r2630may 19 May to 23 May https://www.unum.capital/post/r1923may 12 May to 16 May   https://www.unum.capital/post/research-12-16-may-2025 05 May to 09 May   https://www.unum.capital/post/research-05-09-may-2025 28 April to 02 May   https://www.unum.capital/post/research-28-april-02-may-2025 21 April to 25 April   https://www.unum.capital/post/212504 14 April to 18 April   https://www.unum.capital/post/research-14-18-april-2025 07 April to 11 April   https://www.unum.capital/post/research-07-11-april-2025 31 March to 04 April   https://www.unum.capital/post/research-31-march-04-april-2025 24 March to 28 March   https://www.unum.capital/post/research-24-28-march-2025 17 March to 21 March   https://www.unum.capital/post/research-17-21-march-2025 10 March to 14 March   https://www.unum.capital/post/research-10-14-march-2025 02 January to 07 March   https://www.unum.capital/post/latest-research-january-2025 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).

  • Buy Idea: Volatility Index (VIX)

    Research Notes 22 - 26  Sept > https://www.unum.capital/post/r2226sept Trade   Local & Global Financial Markets with Unum Capital. To get started, email   tr adingdesk@unum.co.za Buy/Last: 17.31 Stop-loss: 14.20 Target: 25.00 Lester Davids Senior Investment Analyst: Unum Capital

  • Trading Anglo American Plc: Running +20% & Generating Cash For Short Term Traders

    Research Notes 22 - 26  Sept > https://www.unum.capital/post/r2226sept Trade   Local & Global Financial Markets with Unum Capital. To get started, email   tr adingdesk@unum.co.za Previous Post (Tuesday 26 August): 🎥Watch: Discussing Anglo American Plc Lester Davids Senior Investment Analyst: Unum Capital

  • Glencore: Rebounding +20% & Generating Cash Flow For Short Term Traders

    Research Notes 22 - 26  Sept > https://www.unum.capital/post/r2226sept Trade   Local & Global Financial Markets with Unum Capital. To get started, email   tr adingdesk@unum.co.za Trading Glencore Plc (Thursday 07 August): Short Term Oversold + Potential For Counter-Trend Rebound Our previous note expressed cautious optimism but also highlighted the risk of failure which would lead to a short/sell opportunity. The share has since sharply retraced from it's 200-day moving average and is now oversold, with potential for a counter-trend rebound. Previous Post (Monday 21 July) Lester Davids Senior Investment Analyst: Unum Capital

  • 🎥Watch: Discussing Gold Fields Extension vs 200-Day SMA

    Research Notes 22 - 26 Sept > https://www.unum.capital/post/r2226sept Trade   Local & Global Financial Markets with Unum Capital. To get started, email   tr adingdesk@unum.co.za Lester Davids Senior Investment Analyst: Unum Capital

  • 🎥Watch: Discussing Sibanye Stillwater's +200% Rally

    Research Notes 22 - 26 Sept > https://www.unum.capital/post/r2226sept Trade   Local & Global Financial Markets with Unum Capital. To get started, email   tr adingdesk@unum.co.za Lester Davids Senior Investment Analyst: Unum Capital

  • 🎥Watch: Discussing Northam Platinum's Monthly Chart

    Research Notes 22 - 26 Sept > https://www.unum.capital/post/r2226sept Trade   Local & Global Financial Markets with Unum Capital. To get started, email   tr adingdesk@unum.co.za Lester Davids Senior Investment Analyst: Unum Capital

  • Harmony Gold: Running +22% (R260 to R318); Short Term Traders Consider Taking Profits

    Research Notes 22 - 26  Sept > https://www.unum.capital/post/r2226sept Trade   Local & Global Financial Markets with Unum Capital. To get started, email   tr adingdesk@unum.co.za Previous Post Saturday 13 September): 🎥Watch: Buy Idea; Bull Flag Structure To access this idea, you need to be an ACTIVE  trading client of Unum Capital, having traded via the desk in the last 14 trading days. Lester Davids Senior Investment Analyst: Unum Capital

  • iShares MSCI Peru ETF: Running +27% & All Time High

    Research Notes 22 - 26  Sept > https://www.unum.capital/post/r2226sept Trade   Local & Global Financial Markets with Unum Capital. To get started, email   tr adingdesk@unum.co.za iShares MSCI Peru ETF: Sizeable Exposure To Materials; 12x P/Earnings & 1.8x P/Book Looking to break out of a 15-year base. Lester Davids Senior Investment Analyst: Unum Capital

  • Global Buy Idea: Cellebrite (Small Cap /Speculative)

    Research Notes 22 - 26 Sept > https://www.unum.capital/post/r2226sept Trade   Local & Global Financial Markets with Unum Capital. To get started, email   tr adingdesk@unum.co.za Code: CLBT Last/Buy $18.45 Stop-loss: $16.30 Target: 26.00 Cellebrite DI Ltd. is a digital forensics company headquartered in Petah Tikva, Israel, that provides tools for law enforcement agencies as well as enterprise companies and service providers to collect, review, analyze and manage digital data. Their flagship product series is the Cellebrite UFED. Lester Davids Senior Investment Analyst: Unum Capital

  • Global Buy Idea: American Battery Technology Co. (Small Cap /Speculative)

    Research Notes 22 - 26 Sept > https://www.unum.capital/post/r2226sept Trade   Local & Global Financial Markets with Unum Capital. To get started, email   tr adingdesk@unum.co.za Share Code: ABAT Buy between $3.70 - $3.90 Last Close: $3.77 Stop-loss: $2.60 Target: $6.50 Lester Davids Senior Investment Analyst: Unum Capital

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