Independent analyst Jimmy Moyaha unpacks a strong Grindrod update alongside a softer set of numbers from Sibanye-Stillwater, as the group writes down the Keliber lithium project again. Cobus Loots, CEO of Pan African Resources, on record-setting results – even as all-in-sustained-costs come in well above guidance. Dr Andrew Golding, chief executive of Pam Golding Property Group, on next week’s budget and what it could mean for house prices.