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@LT_Investor_SA LT_Investor_SALT_Investor_SA posts on X about reit, germany, poland, business the most. They currently have XXXXX followers and XX posts still getting attention that total XXXXX engagements in the last XX hours.
Social category influence finance XX% countries XXXXX%
Social topic influence reit #96, germany #2228, poland #866, business 6.67%, closed 3.33%, guess 3.33%, inflation 3.33%, stocks 3.33%, bank 3.33%, target XXXX%
Top accounts mentioned or mentioned by @truthsayer000 @stockwavenews @notreallybudfox @allangray @news24business @schalklouw @surennaidoo @moneyweb @mommymoneyza @cjpraat @katjanechild @miraflores_7 @traderpjvn @sirfdm @btl_lee
Top posts by engagements in the last XX hours
"SPP closed another XXX% today - 9349c. In June-2023 I sold @ 9784c ATT it was a mistake too soon not after today though π. Never mind guess its exit time for big investor who read AFS always some disclosures there that SPP exec pray will go down unnoticed π"
X Link 2025-12-10T16:34Z 2440 followers, XXX engagements
"Allan Gray Insights: 'Peeling back the layers in Remgro and Reinet' Some little-known insights by AG on REM & pertinent views on capital allocation decisions ahead for RNI. 1) via @AllanGray"
X Link 2025-11-02T21:02Z 2438 followers, 2977 engagements
"2x new AMETFs this time one of Big Boys coming to JSE Allan Gray listing Orbis Global Equity (OGE)& Global Balanced (OGB) β
Ive been invested in OGE since around 2005 one of very best GE funds . for discerning LT investors. More inv options for SAns on JSE β
"
X Link 2025-12-05T17:11Z 2435 followers, 1222 engagements
"All valid I think π. 2026 still holds promise for REITs & SAGBs but I dont advise investing in REIT indices DYR & pick the best stocks according to your criteria. Not expert on SAGBs so there Id stick to available ETFs (most approx passive invs)"
X Link 2025-12-05T17:41Z 2438 followers, XXX engagements
"MRP acq of NKD: - mgt says prefer expansion in Germany (footprint confirms it) π© - sales growth since 2001 of 3.4%/yr (now removed from website ) π© - unimpressive profitability 2)"
X Link 2025-12-10T14:48Z 2438 followers, XXX engagements
"MRP acq of NKD : - 2200 stores : Germany 1350 Austria XXX Italy XXX = 2000 - decidely DM/German-speaking footprint π«£ - virtually no footprint in main CEE countries π΅π« - footprint avoiding main markets where Pepco active π© - not fast-growing cpy based on history π© 1)"
X Link 2025-12-10T14:48Z 2440 followers, 4844 engagements
"MRP foreign forays incl Nigeria (failed) East Africa (failed) Poland (failed) π© Why does Blair think this time will be different π© Any strong CEE expansion will run head-on into Pepco π© Disaster loaded for MRP shs Market reaction β
warranted. End)"
X Link 2025-12-10T14:48Z 2440 followers, XXX engagements
"@mommy_moneyza π. PS : NKDs been passed on from one PE investor to the next over at least past X decades. Not a cpy that aged well - 63yrs old. By comparison Pepco commenced business 2004 - mkt cap $4.5bn. Know both only one winner there"
X Link 2025-12-10T16:26Z 2440 followers, XX engagements
"@cjpraat BTW imho he was XXX% correct as quoted. Retailing = intimate understanding of customer her preferences the competitors & how to differentiate to their offering (& if possible) & the footprint opportunity incl mkt gaps. In any mkt locals know best"
X Link 2025-12-10T17:49Z 2440 followers, XXX engagements
"Fairvest-B (FTB) FY25 DIPS/dps XX% & f/cast FY26 XX% (9-11% actually) β
Main performance drivers all on the . This mgt team doing a great job. In REIT space one can do lot worse than owning this one 4sure FTB stock liquidity well actively traded nowadays β
"
X Link 2025-12-01T18:51Z 2440 followers, 1533 engagements
"Hyprop raising R300m no impact on current yr forecast DIPS to fund solar projects yielding XX% return (β
) & expansion of Somerset Mall (no land cost likely DD returns too ). With those sort of returns a REIT can raise as much as it wants and shs will invest π"
X Link 2025-12-03T18:26Z 2440 followers, XXX engagements
"Bagatini owns 2.45m WHL shares according to Market Screener likely before this πsale if so then he sold XX% of his stake. Hes next incentive allocation is prob on its way too. This is a non-issue imo. Calm down folks"
X Link 2025-12-09T17:08Z 2440 followers, XXX engagements
"@StockWaveNews Absa & Nedbank 2x worst performers historically but both under recent appointed new CEOs. Both have outsized opp to improve"
X Link 2025-12-06T15:38Z 2440 followers, XXX engagements
"@katjanechild Yes Pepkor got it 3/4-right X. Huge success in Poland with Pepco albeit built from scratch without any acqs reason for its success in CEE region; β
X. Not successful in graveyard of all SAn retailers viz Down-Under Aussie market though no material losses there.β"
X Link 2025-12-11T22:38Z 2440 followers, XXX engagements
"Re my comments on MRP acq of NKD : Note Im not currently a sh in MRP nor have been in past. Interest in deal purely on basis of actual prev life insights gained on NKD which back then was no more +ive than now. More than just surprised (shocked perhaps) re this deal"
X Link 2025-12-11T21:59Z 2440 followers, XXX engagements
"Some food for thought re (SAn apparel) retailers: - TFG poor performer - CEO = former CFO not career retailer - MRP dreadful NKD acq - CEO = former CFO not career retailer. Few CFOs equipped for successful transition straight to CEO without prior retail ops experience"
X Link 2025-12-12T19:33Z 2440 followers, XXX engagements