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

Leveraging Housing Demand in South Africa

Apr 15, 2025

Summary

Investment rationale: Undervalued with strong growth potential.
Market positioning: Key player in affordable housing development.
Risks and challenges: Regulatory changes and economic pressures.
Recent performance: Positive momentum from housing demand.
Future outlook: Expected to capitalize on housing market recovery.

Calgro M3 (JSE:CGR, Financial) was featured in Desert Lion’s 2024 Q2 fund letter as a strategic investment, underscoring the fund's belief in the company's ability to leverage the growing demand for affordable housing in South Africa. The fund manager, Rudi van Niekerk, noted the company's undervaluation and growth prospects as key drivers for its inclusion in the portfolio.

"Calgro M3 is well-positioned to benefit from the recovery in the housing market, supported by its strategic focus on affordable housing solutions." — Rudi van Niekerk, Desert Lion Capital, Q2 2024 Fund Letter

Read full letter at gurufocus Desert Lion 2024 Q2 page.

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