Blue Gem Research
@BlueGemResearch
Commissioned coverage.
Sabvest Capital's pet-related investment, Valemount, is ramping up quickly. There are great tailwinds in this space! See full announcement below. Our previous report is here: bluegemresearch.co.za/?p=644
SBPE Sabcap expands pet industry interests through Valemount bit.ly/43J2uc8
Stor-Age REIT - FY 25 Results Note - Steady Performance - bluegemresearch.co.za/?p=664
Stor-Age REIT - FY 25 Results Note - Steady Performance - bluegemresearch.co.za/?p=664
Significant news for Goldrush, which (at the date we put out our last results note - bluegemresearch.co.za/?p=659) made up c.6% of Astoria's NAV.
Some good news! Mergan Naidoo and his team have done a fantastic job here
Astoria's Q1:25 results - Rough in the Diamond - Discount (ex-Diamonds) c.32% versus NAV now - bluegemresearch.co.za/?p=659
Astoria's Q1:25 results - Rough in the Diamond - Discount (ex-Diamonds) c.32% versus NAV now - bluegemresearch.co.za/?p=659
Astoria Investments - FY 24 Results Note - OIH performing but Marine Diamonds take a hit - bluegemresearch.co.za/?p=651
Astoria Investments - FY 24 Results Note - OIH performing but Marine Diamonds take a hit - bluegemresearch.co.za/?p=651
Sabvest Capital - FY 24 Results - Wonderful Performance! - Full report: bluegemresearch.co.za/?p=644
Sabvest Capital - FY 24 Results - Wonderful Performance! - Full report: bluegemresearch.co.za/?p=644
Metrofile Holdings - H1:25 Results - South African Turns... - bluegemresearch.co.za/?p=636
Metrofile Holdings - H1:25 Results - South African Turns... - bluegemresearch.co.za/?p=636
Stor-Age Property REIT - Valuation Update & Change of Analyst note - Download full note here: bluegemresearch.co.za/?p=628
Stor-Age Property REIT - Valuation Update & Change of Analyst note - Download full note here: bluegemresearch.co.za/?p=628
Stor-Age Property REIT Limited – H1:25 Results – Building on a Solid Foundation - bluegemresearch.co.za/?p=601
Stor-Age Property REIT Limited – H1:25 Results – Building on a Solid Foundation - bluegemresearch.co.za/?p=601
Astoria Investments - Q3:24 - Potential ISA Carstens Exit Crystalizes NAV with Optionality - Full note here: bluegemresearch.co.za/?p=583
Sign-up to get our research directly in your inbox! Its free. - bluegemresearch.co.za/?page_id=533
Astoria Q3:24 results out - our short note will follow - See the previous results note here: bluegemresearch.co.za/?p=545
ARAE Summarised unaudited results for the quarter and nine months ended 30 September 2024 and cautionary annou... bit.ly/3YnXQNN
Stor-Age Property REIT - Good Stor(e) of Capital - Initiation of Coverage - bluegemresearch.co.za/?p=577
