Petri Redelinghuys of Herenya Capital Advisors on how we are rotating our portfolio to take a position in gold and platinum. Sasol (SOL) We here at Herenya have looked at Sasol extensively and have held positions on the stock for some time, but we think the time has come to sell. Sasol has seen phenomenal […]
Selling Sasol, buying gold and PGM miners Read More
Overnight Moves Today, we looked at 14 charts; below are only a few. Join us in the morning call on Discord to see it all. Let’s have a look at the overnight moves. Unfortunately, we are seeing more red than green today, with a lot of pullbacks across the metal space. The Rand is down
The Daily Trades 26/03/2026 Read More
Overnight Moves Today, we looked at 15 charts; below are only some of them, but first, let’s have a look at the overnight moves. Today, we see the metals space taking some hits across the board, while the Rand has strengthened marginally. With no new major headlines on the situation in the Middle East, we
The Daily Trades 18/03/2026 Read More
Overnight Moves Today, we looked at 14 charts; below are only some of them, but first, let’s have a look at what happened over the weekend. This week is expected to be largely like the last, with all eyes on the situation in the Middle East. Oil is still the star of the show, so
The Daily Trades 16/03/2026 Read More
Overnight Moves Today, we looked at 12 charts; below are only some of them, but first, let’s have a look at the overnight moves. We have a sea of green again, with commodities being, once again, the big movers. Platinum had an excellent day and is up 6.78%, palladium is up 3.66%, and silver is
The Daily Trades 27/02/2026 Read More
Overnight Moves Today, we looked at 9 charts; below are only some of them, but first, let’s have a look at what happened overnight. Overall, the market last night was choppy, with PGMs seeing some green while the Rand and Gold strengthened only marginally. Our big winner in the metal space was copper, which is
The Daily Trades 20/02/2026 Read More
Overnight Moves During this morning’s call, we looked at 9 charts; below are only some of them. Yesterday’s session was quiet for the most part, with Platinum and Palladium standing out this morning – more on Tencent below in our Naspers section. S&P500 Index We are going to sound like a broken record at this
The Daily Trades 12/02/2026 Read More
Petri Redelinghuys from Herenya Capital Advisors revisits Sasol and discusses one of his 2025 picks, after a volatile year, and explains Sasol’s strong long-term potential, and asks whether it still earns a place in his portfolio. Sasol’s strong long-term potential We have talked about Sasol’s strong long-term potential extensively, typically about buying in at weak
Sasol’s strong long-term potential Read More
Petri Redelinghuys, founder of Herenya Capital Advisors, provides analysis on a few picks for BusinessDayTV. Sasol (SOL) We have been very bullish on Sasol for some time now, and we still maintain this view, even through recent geopolitical events and the downgrade by JPMorgan. We have seen Sasol take a bit of a dip, but
Trade of The Week – 20 Jan 2026 Read More
It’s been a bit of a bumpy ride these last few weeks and there are many mixed signals around. Thus, we are trying to hold our opinions rather loosely and stay willing to change our minds whenever new evidence emerges that might contradict our views. Dancing close to the door is what we are constantly reminding ourselves of, as we might have to bail on some of our ideas rather quickly if our views turn out to be wrong. That said, let’s look at some trade ideas.
Dancing close to the door Read More
We’ve received your information and will be in touch shortly. We’re excited to help you on your trading journey with Herenya.
In the meantime, check out our other pages with the drop down below:
