Calgro M3 (JSE:CGR) in Desert Lion Capital 2024 Q2

Capitalizing on South Africa's Housing Demand

Apr 15, 2025

Summary

Investment rationale: Undervalued with strong growth potential in housing development.
Market positioning: Leading player in the South African residential development market.
Risks and challenges: Economic fluctuations and regulatory changes in the housing sector.
Recent performance: Supported Desert Lion's significant year-to-date returns.
Future outlook: Expected to benefit from increased housing demand and favorable market conditions.

Calgro M3 (JSE:CGR, Financial) was featured in Desert Lion Capital's 2024 Q2 fund letter as a strategic investment, underscoring the fund's belief in the company's growth potential within the South African housing market. The fund manager, Rudi van Niekerk, noted Calgro M3's strong market positioning and its ability to leverage the increasing demand for residential developments in South Africa.

"Calgro M3's leadership in the residential development market positions it well to capture growth opportunities as housing demand rises in South Africa." — Rudi van Niekerk, Desert Lion Capital, 2024 Q2 Fund Letter

Read full letter at gurufocus Desert Lion Capital 2024 Q2 page.

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