1. Money Matters: Post Heritage Day Blues Tuesday, 25 September 2012

2. Technical Market Overview Top Down Approach Money Matters Recap Feedback from last month’s meeting Top 5 Technical Trade Ideas Technical analysis Top 5 Investment opportunities Fundamental analysis Summary ConclusionAgenda

3. International Markets Bullish Support Resistance Resistance

4. Brent Oil & Gold $ Bullish Resistance Support Resistance Resistance Support Support Resistance Bullish

5. Exchange Rates US$ Strength US$ Strength Support Resistance Resistance Resistance Channel Triangle Support ZAR Weakness ZAR Weakness

6. Local Markets Bullish Bullish Support Resistance Resistance Support

7. JSE Resources 20 Bullish Bullish Resistance Resistance Support

8. Trade Ideas

9.  FirstRand (FSR)  Gold Fields (GFI)  BATS (BTI)  Aspen (APN) Previous Trade Ideas

10. FirstRand (FSR) Instrument: CFD / SSF Direction: Sell / Short Entry: 28.15 Take Profit: 26.10 Stop loss: 29.25

11. Firstrand (FSR) We cut the trade early but original TP reached

12. Gold Fields (GFI) Instrument: CFD / SSF Direction: Sell / Short Entry: 109.25 Take Profit: 96.00 Stop loss: 115.00

13. Gold Fields (GFI) We revised our TP but original TP reach

14. BATS (BTI) Instrument: CFD / SSF Direction: Buy / Long Entry: 438.50 Take Profit: 463.50 Stop loss: 428.50

15. BATS (BTI) SL triggered

16. Aspen (APN) Instrument: CFD / SSF Direction: Buy / Long Entry: 140.50 Take Profit: 150.00 Stop loss: 134.50

17. Aspen (APN) Moving sideways – key resistance broken today

18. The Stockbroker

19. Open Trade Ideas Open DateStockDirectionEntryTake ProfitStoplossYesterday CloseP&L % 20120829APNLong141.50150.00136.00142.290.56 20120912JDGShort46.7544.0051.0045.303.10 20120910DSYLong54.0058.0052.0054.901.67 20120910IPLLong192.00210.00183.00195.892.03excluding ZAR380c div 20120919NTCShort18.9017.5019.5018.303.17 20120919ACLShort44.0040.0046.5043.301.59 20120920ASALong137.00145.00133.00138.901.39 20120925BAWShort75.3071.0078.0074.381.22

20. Open trade Ideas 26.54%

21.  Stanbank(SBK)  Imperial(IPL)  Sasol (SOL)  Barloworld (BAW) ** morning trade idea  Tiger Brands Ltd (TBS) Trade Spotlight

22. Stanbank (SBK) Long / Buy – Break above 10650c

23. Imperial Holdings (IPL) Long / Buy Dividend – 380c

24. Sasol (SOL) Long / Buy – 36500c Dividend in Oct (8/10/2012) for 1180c Long / Buy – 36500c

25. Barloworld (BAW) Instrument: CFD / SSF Direction: Short / Sell Entry: 75.30 Take Profit: 70.50 Stop loss: 78.50

26. Tiger Brands (TBS) Long / Buy

27. Fundamentals & Share picks PSG Online

28. Fundamentals & Share picks

29. MTN Group (MTN)

30. Market Capitalisation = R298.224-million (12/09/2012) Revenue grew 17% to R66.4-billion Total subscriber base increased by 6.9% to 176-million. Airtime & subscription revenue grew by 12.5% –Remains biggest contributor to total revenue at 63.2% (2011: 66%) Data revenue increased by 69.6% –Contributed 10% (2011: 7%) to group revenue SMS revenue grew 25.4% Headline earnings & HEPS grew by 14% to R9.9-billion, and 537.4 cents respectively. Net dividend (After DWT) of 276.61 cps Dividend Yield = 5.3% MTN Group (MTN) (Highlights)

31. MTN Group (MTN)

33. Sasol (SOL)

34. Market Capitalisation = R238.666-million (12/09/2012) Revenue grew 19% to R169-billion –Average crude oil & product prices increased by 17% –Rand/ USD weakened by 11% Headline earnings grew by 25% to R25.5-billion HEPS improved by 19% from 3385 cents to 4228 cents. Final dividend (After DWT) of 1004.3 cps Dividend Yield = 4.7% Sasol (SOL) (Highlights)

35. Sasol (SOL)

37. Cashbuild (CSB)

38. Market Capitalisation = R3.862-million (21/09/2012) Revenue grew 11% to R6.3-billion Headline earnings grew by 26% Basic EPS jumped 91% higher to 1257.5 cents Net dividend (After DWT) of 232.05 cps –96% higher Dividend Yield = 3.6% Cashbuild (CSB) (Highlights)

39. Cashbuild (CSB)

41. Peregrine (PGR)

42. Market Capitalisation = R2.576-million (05/09/2012) Operating revenue grew 4% to R1.5-billion HEPS increased by 12% from 139.5 cents to 156.3 cents Final dividend of 72 cps (106% higher) –Distribution of 3.5 CIL shares for every 100 PGR shares Dividend Yield = 6% Peregrine (PGR) (Highlights)

43. Peregrine (PGR)

45. Foneworx (FWX)

46. Market Capitalisation = R245-million (14/09/2012) Revenue grew 8% to R98.6-million Headline earnings grew by 15% to R22.4-million HEPS increased by 14% to 16.52 cents Year-end dividend will be declared at a later date Foneworx (FWX) (Highlights)

47. Foneworx (FWX)

49. MTN Group (MTN) –Buy Sasol (SOL) –Buy Cashbuild (CSB) –Hold Peregrine (PGR) –Buy LT Foneworx (FWX) –Spec Buy Summary: Fundamental Picks

50. Fundamental Analysis –Value & Quality Simple Trend Analysis –Price Action / Support & Resistance –Overbought / Oversold levels Money Matters presentation on FaceBook! Facebook –Like! Like! Like! –Comments! Next Money Matters Meeting: –Tuesday, 30 October 2012 Good Luck & Happy Trading!Conclusion

51. Contact us Travis Robson Travis.robson@psgonline.co.za (011) 996 5204 Lawrence Marshall Lawrence.marshall@psgonline.co.za (011) 996 5272 Shaun van den Berg Shaunvdb@psgonline.co.za (011) 996 5200

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