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@LT_Investor_SA Avatar @LT_Investor_SA LT_Investor_SA

LT_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.

Engagements: XXXXX #

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Mentions: XX #

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Followers: XXXXX #

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CreatorRank: XXXXXXXXX #

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Social Influence

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 Social Posts

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 😁. Never mind guess its exit time for big investor who read AFS always some disclosures there that SPP exec pray will go down unnoticed πŸ™„"
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) βœ… 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 βœ…"
X Link 2025-12-05T17:11Z 2435 followers, 1222 engagements

"All valid I think πŸ‘‡. 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) 🚩 - sales growth since 2001 of 3.4%/yr (now removed from website ) 🚩 - 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 🫣 - virtually no footprint in main CEE countries πŸ˜΅πŸ’« - footprint avoiding main markets where Pepco active 🚩 - not fast-growing cpy based on history 🚩 1)"
X Link 2025-12-10T14:48Z 2440 followers, 4844 engagements

"MRP foreign forays incl Nigeria (failed) East Africa (failed) Poland (failed) 🚩 Why does Blair think this time will be different 🚩 Any strong CEE expansion will run head-on into Pepco 🚩 Disaster loaded for MRP shs Market reaction βœ… warranted. End)"
X Link 2025-12-10T14:48Z 2440 followers, XXX engagements

"@mommy_moneyza πŸ™. 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) βœ… 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 βœ…"
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 (βœ…) & 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 😁"
X Link 2025-12-03T18:26Z 2440 followers, XXX engagements

"Bagatini owns 2.45m WHL shares according to Market Screener likely before this πŸ‘‡sale 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; βœ… X. Not successful in graveyard of all SAn retailers viz Down-Under Aussie market though no material losses there.❌"
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