Limitless

We're Reading The Quantas Advantage IPO Prospectus LIVE

Matthew Preston & Thaon Simms

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0:00 | 1:04:27

The Quantas Advantage IPO opens April 22, 2026 — and it might be the most important JSE listing of the year. Dr. Matthew Preston and Dr. Thaon Simms break down the full prospectus LIVE

We're reading the prospectus page by page, answering your questions in real time, and giving you our honest take on whether this belongs in your 2026 portfolio.

Drop your questions in the chat — we're answering them live.

Chapters:
00:00 LIVE Intro and Welcome
02:00 What is Quantas Advantage? (Plain English)
06:00 The Two-Pillar Business Model Explained
12:00 Structured Finance vs Securitised Assets
18:00 The Numbers: 10.19% ROE and Zero Credit Losses
25:00 Dividend Policy: 9.2% Yield Breakdown
32:00 Pricing Tiers: Why Anchors Pay $17.45 and You Pay $19.39
40:00 Who Already Owns Quantas (JMMB, Continental, DBJ)
48:00 Use of Proceeds: Where Your Money Actually Goes
55:00 Risk Factors You Need to Know
1:05:00 USD Main Market Listing: What This Means
1:12:00 Our Verdict: Buy, Pass, or Wait?
1:20:00 Live Q&A

⚠️ Key IPO Dates:
Opens: April 22, 2026
Closes: May 21, 2026
Lead Broker: JMMB Securities Limited
Listing: JSE USD Main Market

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❓ Are you subscribing to Quantas? Drop your answer in the comments: BUY, PASS, or WAIT-AND-SEE?

⚠️ Disclaimer: The opinions expressed in this podcast are solely those of the hosts and do not constitute financial advice. We may own shares in any of the companies discussed on this podcast. Please consult a financial advisor before making any investment decisions.

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