Posts Tagged: property
Unlock the Stock: Afrimat and Spear REIT
Afrimat’s track record is spectacular. Spear REIT is a highly respected property fund. On Unlock the Stock, you can learn about both companies.
RCL is far more than just a chicken business
RCL is far more than just a chicken business these days, which isn’t a bad thing.
Bidvest: strong trading profit growth in every division
Bidvest closed 3.8% higher after releasing results for the six months to December 2021.
Liberty Two Degrees: reversions continue to bite
Liberty Two Degrees holds stakes in some of the most iconic properties in the country
Alviva: 20% revenue growth excl. Tarsus
After teasing the market with a trading statement, Alviva has now released all the details of the interim results for the six months ended December 2021.
PSG Group and the Great Value Unlock
This is one of the biggest news stories on the JSE that we’ve seen in a while
JSE Limited: a cash cow in a shrinking field
You may not be aware of this, but the JSE Limited is listed on the JSE. You’re right in thinking that this sounds like the financial version of the movie Inception
Capital Appreciation on the deal train
The company has announced the acquisitions of three technology companies in South Africa and a 20% stake in a company in the Netherlands.
Woolworths won’t miss 2021
as released results for the 26 weeks to 26 December 2021. The share price rallied 6% despite a fair share of negative commentary on Twitter.
Cashbuild’s negative sales momentum continues
Cashbuild released its interim results for the six months ended 26 December 2021
Unlock the Stock: Equites Property Fund
Equites Property Fund joins Unlock the Stock for the first time. If you’re interested in industrial property, this is a great discussion.
Unlock the Stock: Growthpoint
As the stalwart of the property sector, Growthpoint is always of interest to investors. With so much opportunity in this space after the pandemic, this was an excellent edition of Unlock the Stock.
Spread your assets for good and bad times
At times when global markets are falling, inflation is rising, and there are no clear signals on whether to buy or sell – like now. A diversified portfolio that includes safe-haven assets offshore suddenly looks very appealing.
Ghost Stories Ep2: Justin Clarke (OrbVest)
Justin Clarke founded Private Property and helped steer the business through two financial crises and an investment by famous firm Tiger Global Management. He is now Ops Director at OrbVest, giving South African investors access to US medical real estate assets.
Grindrod: now that’s a terminal growth rate
Grindrod is winning because Transnet is losing. With a successful port and terminals operation in Mozambique, shareholders are smiling.
Covid breached this Fortress
Fortress needs to solve its dual-share class problem. I watched the webinar by the company and highlighted the key issues in this article.
Putting your money in Stor-Age
Stor-Age has been a dependable place to put your money over the craziness of the pandemic and subsequent market sell-off. The latest results show why.
Growthpoint wants you to watch Top Gun
If you can’t help with the Ster-Kinekor debtor, then Growthpoint would like you to rent some office space instead.
Sirius: why price / NAV matters
I warned throughout 2021 about Sirius’ share price trading at a premium to NAV. This is the result of bad multiples happening to good people.
Attacq pre-close update
Attacq has released a pre-close update with information on debt, vacancies, trading density and property developments.
