Anchor

Anchor

6/13/2025, 5:50:39 AM

📈 Market Insights | 13 June 2025 Catch the latest market movements, key trends, and Anchor’s perspective in today's update. Want more like this? Get daily insights delivered straight to your inbox with our Current Co-ordinates newsletter ⚓️ 👉 Subscribe here: https://anchorcapital.co.za/agccn-subscribe/?utm_source=whatsapp&utm_medium=social&utm_campaign=24_whatsappchannel

Anchor

6/12/2025, 8:37:56 AM

📈 Market Insights | 12 June 2025 Catch the latest market movements, key trends, and Anchor’s perspective in today's update. Want more like this? Get daily insights delivered straight to your inbox with our Current Co-ordinates newsletter ⚓️ 👉 Subscribe here: https://anchorcapital.co.za/agccn-subscribe/?utm_source=whatsapp&utm_medium=social&utm_campaign=24_whatsappchannel

Anchor

5/19/2025, 5:37:21 AM

Market update for 19 May 2025 📊 For regular updates and other insights, subscribe to our Current Co-ordinates Newsletter ⚓️ 🔗 https://anchorcapital.co.za/agccn-subscribe/?utm_source=whatsapp&utm_medium=social&utm_campaign=24_whatsappchannel

Anchor

5/20/2025, 7:03:08 AM

Market update for 20 May 2025 📊 For regular updates and other insights, subscribe to our Current Co-ordinates Newsletter ⚓️ 🔗 https://anchorcapital.co.za/agccn-subscribe/?utm_source=whatsapp&utm_medium=social&utm_campaign=24_whatsappchannel

Anchor

5/21/2025, 6:03:11 AM

Tesla back in the headlines post Elon’s CNBC interview yesterday. Issues discussed include Elon committing to at least another 5 years as CEO and scaling back on his political donations. He reiterated that they plan for Robotaxis on the road in Austin, Texas by the end of June. Starting with 10 cars, scaling to 1,000 within a few months. They will be fully driverless, monitored closely by Tesla and initially geo-fenced (like Waymo) to smaller, predefined areas in Austin. He doubled down on why the vision based system used by Tesla is superior to Waymo’s LIDAR. His argument has always been that vision based replicates how roads are designed for drivers with eyes. In his words “we do not drive down the road shooting lasers from our eyes”. Tesla remains open to licensing its autonomous driving systems to other auto manufacturers. He still sees the long term value in Tesla as autonomy and its Optimus robots versus producing vanilla EV’s. Tesla’s share price remains an enigma. It received lots of negative press when it sold off sharply earlier this year. However, not much has been written about its subsequent 55% recovery off its low in recent weeks. Its volatile share price and divisive CEO means it is not a share for everyone. For the Tesla bulls you have to wait for the crack that occurs in its share price every so often, and then buy some shares and stick them away for 5-10 years.

Anchor

5/21/2025, 6:29:53 AM

Market update for 21 May 2025 📊 For regular updates and other insights, subscribe to our Current Co-ordinates Newsletter ⚓️ 🔗 https://anchorcapital.co.za/agccn-subscribe/?utm_source=whatsapp&utm_medium=social&utm_campaign=24_whatsappchannel

Anchor

5/16/2025, 6:04:27 AM

Market update for 16 May 2025 📊 For regular updates and other insights, subscribe to our Current Co-ordinates Newsletter ⚓️ 🔗 https://anchorcapital.co.za/agccn-subscribe/?utm_source=whatsapp&utm_medium=social&utm_campaign=24_whatsappchannel

Anchor

5/14/2025, 6:16:36 AM

Market update for 14 May 2025 📊 For regular updates and other insights, subscribe to our Current Co-ordinates Newsletter ⚓️ 🔗 https://anchorcapital.co.za/agccn-subscribe/?utm_source=whatsapp&utm_medium=social&utm_campaign=24_whatsappchannel

Anchor

5/21/2025, 8:18:03 AM

The SARB is really running out of reasons not to cut by another 25bps next week. The market is still undecided around the possibility of a 3rd cut this year (bear in mind we had one cut of 25bps in Jan)