CapitalOnePartners

Efficiently allocating capital and leveraging time to compound collective effort.

[Times LIVE @TimesLIVE]

Almost identical to SUV in SA, but with a load box that appears capable of carrying about 500kg.
https://t.co/eTHqzijHko

[CapitalOnePartners @CapOnePartners]

Automakers are responding to the undeserved utility bakkie opportunity.

This Toyota utility bakkie shares the same chassis and design features as the Toyota Corolla Cross produced in SA.

Could be produced in SA with little investment.

https://t.co/8ycLk3gQLt

[CapitalOnePartners @CapOnePartners]

Ooh no.

A great idea (but badly managed) that resonated with many retail investors grewing up with or herding livestock.

[Disrupt Africa @DisruptAfrica]

SA crowd-farming startup Livestock Wealth goes into liquidation https://t.co/Eugs5CE4IT

[CapitalOnePartners @CapOnePartners]

No surprises here.

Logical considering legacy brands have excess capacity and have fallen behind on technical advancements.

[Kyle Chan @kyleichan]

Automakers around the world are partnering with Chinese EV companies for their tech:
- Volkswagen + XPeng
- Stellantis + Leapmotor
- Toyota + BYD
- Audi + Huawei
- Tata + Chery
- CATL + everyone

[Michael Dunne @dunne_insights]

A Japanese company will build Chinese cars in England.

Chery now has 6% of the UK new car market, up from zilch three years ago.

Nissan signs deal with China’s Chery for Sunderland car production https://t.co/rWP1zADDxS via @ft

[The Coal Hub @thecoalhub]

🌍 📈 Global coal prices rise on stronger European, Chinese and Australian markets | by @CCA__Analytics ➡️
https://t.co/Ox5RYCIUYT

[Sidecar Investor @sidecarcap]

I used to think investing was about being contrarian.

Now I realize it’s more like riding a wave that is far larger and longer than people expect.

[Bloomberg @business]

European car sales climbed for the third consecutive month in April as consumers continued to snap up more electric and hybrid models https://t.co/m9dYSLRTta

[Black Coffee @RealBlackCoffee]

Too many flies telling bees how to make honey.

[The Coal Hub @thecoalhub]

NEW POST: "Global coal prices strengthen on firm China demand and export market support"

Available to members for download here: ➡️ https://t.co/H4QdI4nY3n #coal

[CapitalOnePartners @CapOnePartners]

@KhananiShingan1 You can try phone lock technology which works similar to PayJoy, FoneYam or M-Kopa.

You simply install the App in the client's phone when they get a loan, and if they don't pay you lock their phone.

You can DM if you require more info.

[CapitalOnePartners @CapOnePartners]

And they called the death of ICE too soon?

The reality is mild hybrids are more economic (cost vs benefit) than plug in hybrids and pure electric cars, even with high fuel prices.

[AutoTrader @AutoTraderSA]

Hybrids are popping up everywhere, and now that fuel prices have gone insane, it may be time to make the switch! Here are the most affordable real hybrids you can buy in SA right now. Which one would you buy? https://t.co/hMCWDY53Yi
#fuel #hybrid

[CapitalOnePartners @CapOnePartners]

No surprises here.

[BusinessTech @BusinessTechSA]

Young South Africans are increasingly dropping out of medical aid schemes, putting serious financial pressure on remaining members.
https://t.co/I0zusWWvbW

[Financial Times @FT]

As of April 1, the residual value of three-year-old electric cars in the UK was 38% of their original list price. That average compared with more than 46% in Germany, Spain and France, according to research. https://t.co/3R0SviH1K6

[David Sacks @DavidSacks]

Q: How are job postings for software engineers rising rapidly despite AI agents automating coding?

A: Because there’s far more code to manage than ever before. We’re already seeing a 14x YoY increase in GitHub commits, and it’s accelerating.

AI has dramatically lowered the cost of writing code, so it’s now being used across far more businesses, applications, and use cases.

We’re at the beginning of a massive productivity boom driven by the proliferation of bespoke software throughout the entire economy.

Coding has been AI’s breakout use case this year. The fact that it’s increased demand for software engineers — rather than decreased it — should call into question the entire “AI will cause mass job loss” narrative.

[Plug @shabangu_29]

They really not giving Nandos anything , people just buy it because it’s more affordable

[CapitalOnePartners @CapOnePartners]

@JuniorBuffett @DilBradly Looks interesting but I am cautiously optimistic.

Not following it closely, but what plans have they put to turnaround the business?

More worried about the expenses in the face of competition from online based credit providers (who incurred less CFC) and have more reach.

[Cratos Asset Management @CratosAM]

South Africa's retail trade sales 🛒 increased by a better-than-expected 2.6% year-on-year in March 2026. Month-on-month retail trade sales rose 0.1% in March after -1.1% in Feb and 0.9% in Jan, via @StatsSA.

Contributors

• General dealers (+1.7% & contributing 0.8%)
• All ‘other’ retailers (+7.1% & contributing 0.7%)
• Textiles, clothing, footwear (+4% & contributing 0.6%)

[CapitalOnePartners @CapOnePartners]

And they said Chinese cars are cheap.

The devil is in the details.

[braai engineer @BraaiEngineer]

Why is no one talking about the maximum payload of the Jetour T2?

The total allowable payload is 375 kg for driver + passengers + cargo. All T2 variants:

- 1.5T: Maintenance weight 1700 kg / Total mass 2075 kg → 375 kg payload
- 2.0T Comfort: 1840 kg / 2215 kg → 375 kg
- 2.0T Lux: 1880 kg / 2255 kg → 375 kg

So you think you're buying a R550k SUV, but if you transport 4x people @ 80kg + 56kg luggage = 376kg and the chassis or suspension fails, or you get in an accident, the warranty is void and insurance won't pay out because you exceeded the payload limits.

[CapitalOnePartners @CapOnePartners]

"Ford Ranger hybrids sell out in Australia amid high diesel prices"

Ford Ranger hybrids including PHEVs are exclusively produced in SA.

https://t.co/85XwacUsfU