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• Challenges in the gold sector, with AngloGold, Sibanye-Stillwater and even Gold Fields releasing tough announcements. At least Pan African Resources had a good news story this week.
• The telecoms sector and difficulties in that space, with MTN and Telkom facing different but equally serious issues.
• The critical importance of the Bundu Power acquisition to Ellies, without which the business really is in doubt.
• Curro’s surprisingly good earnings update, despite facing such obvious pressures in the economy.

Listen to the podcast below: