πŸ‡ΏπŸ‡¦ South Africa β€” Investment Hypothesis

How the 63/100 risk score was derived from OSINT signals.

Investment Thesis

Load-shedding signals have re-escalated after 3 months of stability β€” Eskom stage 4 declared for the second time this month. Mining output signals are falling as power-intensive operations throttle back. ZAR is not pricing the renewed energy crisis. REDUCE mining and ZAR-denominated exposure.

Score Breakdown
Signal trend (direction + momentum)
20 / 30
Market pricing gap
14 / 25
Source quality + recency
18 / 25
Macro / sector tailwind
11 / 20
Total Score63 / 100
Supporting Signals β€” Last 30 Days (15 highest-significance)
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