Notes

Ansuz — breath, speech, the word. No source defined in either spec; a flat list, newest first, until there is enough here to need more.

mock
18 Aug
Saldanha — call notes, 18 Aug

Treasurer wants the collar structure priced against a 12-month forward, not spot. Board sees FX as a cost line, not a risk line — frame it that way.

Saldanhahedging
16 Aug
Why Qualified became a holding pen

Nobody owns re-staging. Deals land in Qualified after the first real conversation and stay there because no stage gate forces a decision. Fix is a 30-day rule.

CRMprocess
14 Aug
Rand view, Q3

Carry still favourable but the current account is the thing to watch. If terms of trade roll over, the 18.20 level goes quickly.

macroZAR
11 Aug
Morning routine — what actually matters

Falls due first, then what moved, then the diary. Everything else is noise before 09:00. This is the whole reason Valhalla exists.

ops
7 Aug
Jasper handover checklist

Book access, sheet permissions, the follow-up sync calendar, and the reference lists tab. Do not migrate the Dashboard tab — it is formula-driven.

Jasperhandover