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

Resilient Growth in South African Real Estate Development

Apr 15, 2025

Summary

Investment rationale: Strong focus on affordable housing and integrated developments.
Market positioning: Leading player in South Africa’s residential development sector.
Risks and challenges: Regulatory changes and economic pressures.
Recent performance: Positive momentum amid political changes.
Future outlook: Potential for growth with improved governance and economic policies.

Calgro M3 (JSE:CGR, Financial) was featured in Desert Lion’s 2024 Q2 commentary as a significant investment, underscoring its role in addressing South Africa’s housing needs. The company’s focus on affordable housing aligns with the government’s priorities, offering potential for growth as political and economic conditions stabilize.

"Markets are still avoiding SA and discounting according to failed state scenarios. Anything better than slow regression towards failed state should be positive for capital flows, risk premia, and valuations coming off extremely low levels." — Rudi van Niekerk, Desert Lion Capital, Q2 2024 Fund Letter

Read full letter at gurufocus Desert Lion 2024 Q2 page.

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