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• TCS | Signal restored: Unpacking the Blue Label and Cell C turnaround

  TechCentral’s guests in this episode of the TechCentral Show believe Blue Label Telecoms and its affiliate (and soon to be subsidiary) Cell C present a compelling investment case. Philip Short, global portfolio manager at Flagship Asset Management – which counts Blue label as its sole South African investment – and Dylan Bradfield, portfolio manager at Sharenet, tell TechCentral editor Duncan McLeod that they believe the turnaround taking place at Cell C is real, and will have a meaningful impact on Blue Label shares. Blue shares, which have already rallied strongly – which have more than doubled in the past six months – could still have plenty of room to run, according to Short. In this episode of the TechCentral Show, Short and Bradfield unpack: • Blue Label’s announcement earlier this month that it is considering a JSE listing for Cell C; • Why Cell C’s restructured operating model and strategy makes sense, and why that’s good news for Blue Label shareholders; • The role of Cell C CEO Jorge Mendes in the turnaround – and what the opportunity is for the mobile operator with its new “asset-light” model of running its network – management of its radio access network has effectively been outsourced to partners (and competitors) MTN and Vodacom; • Which operators would be most vulnerable to a resurgent Cell C; • The importance of Cell C’s strategy around mobile virtual network operators and the significance of its relationship with Capitec; • The move by Blue Label to sell Comm Equipment Company to Cell C – good move or not? • Whether Cell C can compete with Telkom, Vodacom and MTN in the business market, something Mendes has signalled his desire to do; • What the listing of Cell C could look like, what management’s focus should be before the listing and what kind of valuation the business could attract; and • How much more value could be unlocked for Blue Label shareholders. Don’t miss a fascinating discussion! TechCentral

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• TCS+ | Switchcom Distribution, and Huawei eKit in the hands of installers

  This episode of TCS+ is the third in a series of three focused on the relationship between Switchcom Distribution and Huawei eKit as well as the networking solutions the two companies are providing for SMEs in South Africa and the rest of Africa. Dewald van Eck, networking engineer at Switchcom parent company CMVAS, and Kurt Anthony, support engineer at CMVAS, tell TechCentral’s TCS+ about their hands-on experience working with Huawei eKit in customer implementations. In this episode, Anthony and Van Eck delve into: • How the Huawei eKit benefits the network operations manager when implementing networking projects; • The problems the eKit solution solves for SMEs; • How the eKit streamlines the network setup process for SMEs; • Real-world examples of the how the eKit has helped SMEs on the ground; and • Some of the common challenges faced when supporting SMEs during project implementations. Don’t miss an informative discussion. TechCentral

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• TCS | Tertius Zitzke on 4Sight’s big turnaround

  4Sight Holdings has turned the corner and has signalled this with a recent move from the AltX to the main board of the JSE. CEO Tertius Zitzke is our guest in this episode of the TechCentral Show. He tells TechCentral editor Duncan McLeod about the turnaround he’s leading – not to mention the mess he inherited when he took over leadership of the business in December 2019, months before Covid hit. 4Sight has been operating largely below the radar, but the investment community has begun paying attention – and, although the shares been moving sideways for the past year, over three years they have climbed by 250%. In this episode of the TechCentral Show, Zitzke unpacks: • What motivated the decision to move to the JSE’s main board; • His background, including his leadership AccTech Systems, its acquisition by 4Sight and how he became CEO of the group; • Why the business was listed originally, and how its focus has changed under his leadership; • How the turnaround was achieved – and what still needs to be done; • Where 4Sight fits into the ICT market in South Africa; • The recent acquisition of XFour Group and plans for more acquisitions; and • What’s next for 4Sight. Don’t miss an interesting discussion! TechCentral

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• TCS+ | Schneider Electric's Clive Roberts on driving digitisation in the CPG sector

  In this episode of the TechCentral Show, we chat to Clive Roberts, the consumer packaged goods (CPG) segment leader for anglophone Africa at Schneider Electric. In this discussion, Roberts unpacks the focus of the company’s segment, which covers the dynamic food and beverage industry across 24 African nations, encompassing about 1 800 manufacturers. The sector is driven by converging trends, notably in smart manufacturing and a strong emphasis on sustainability, including waste reduction and energy efficiency. Simultaneously, evolving consumer preferences for healthier options, ingredient transparency and diverse dietary needs demand agility and resilience from these manufacturers. Cost management remains a critical focus. The Covid-19 pandemic accelerated digital transformation, as manufacturers focused on automation and better system integration to ensure business continuity. Further challenges, such as load shedding and water curtailment, shifted the focus towards power resilience, prompting investments in solutions such as industrial UPS systems. Sustainability is a key concern, particularly for EU-headquartered companies. Manufacturers are actively working to reduce their scope-1, -2, and -3 emissions through initiatives like integrating distributed energy resources, optimising energy use and implementing variable process control. Changing consumer behaviours, driven by social media and e-commerce, are demanding rapid access to goods and direct engagement with brands. This requires efficient supply chains and agile digital systems for both inventory and logistics management. Manufacturers will need flexible production and advanced tracking capabilities to meet the demand for visibility and diverse product options. Economic recovery post-Covid-19 relies on the continued adoption of digital transformation to enhance efficiency and predictability in manufacturers’ processes. Schneider Electric is focused on providing hardware-agnostic integration, supported by organisations like the Universal Automation Organisation, to help manufacturers integrate existing equipment for unified control and accelerate digital transformation initiatives. Government policies, like the sugar tax, directly influence product innovation and reformulation, often requiring significant investment. Despite challenges, growth opportunities exist for companies that prioritise product quality, traceability and building consumer trust, potentially also allowing them to command premium prices. Roberts emphasised the value of early engagement with companies like Schneider Electric for expert guidance. He stressed that sustainability should be integral to operations and invited stakeholders to explore Schneider Electric’s offerings. The anglophone African food and beverage sector is a dynamic industry, and embracing technological advancements, prioritising consumer needs and ensuring product integrity are key to future success, he said in the interview. Don’t miss it! TechCentral

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• Reserve Bank fintech head Lyle Horsley on the G20 TechSprint

  One of South Africa’s responsibilities as president of the global Group of 20 (G20) nations in 2025 is to hosting the G20 TechSprint, an event that invites innovators from around the world to develop financial solutions that solve the most pressing challenges faced by central banks. The South African Reserve Bank is hosting this year’s TechSprint in collaboration with the Bank for International Settlements. Lyle Horsley, head of fintech at the Reserve Bank, joined TechCentral’s Nkosinathi Ndlovu on the TechCentral Show to talk about the competition and other initiatives spearheaded by Bank under the G20 banner. In this episode of the show, Horsley delves into: The history of the G20 TechSprint and some of the solutions developed in previous iterations of the competition; The problem statements entrants are required to centre their solutions on; How central banks balance the often-opposing concerns of innovation on one hand and strong regulation on the other; How digital identity and the principles of open finance are critical to digitised financial systems; How the global central banking community will help winners develop and scale their solutions; and Details about the format of the TechSprint, how to participate and the prizes up for grabs. Don’t miss an interesting discussion! TechCentral

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