Growing real estate company generating high returns & trading at a discount to NAV. Niche might be seen as risky but I see a structural growth opportunity.
NOTE: SmartKarma had a webinar about them not too long ago: https://www.smartkarma.com/entities/centurion-corp-ltd/research - I am not sure if this is part of an investor relations campaign or if the Smartkarma people have a stake in Centurion or vice versa (same PE financers/investors etc...)
I linked to your post in my Monday links post: https://emergingmarketskeptic.substack.com/p/emerging-markets-week-september-16-2024
NOTE: SmartKarma had a webinar about them not too long ago: https://www.smartkarma.com/entities/centurion-corp-ltd/research - I am not sure if this is part of an investor relations campaign or if the Smartkarma people have a stake in Centurion or vice versa (same PE financers/investors etc...)
Interesting real estate company. Thanks for the analysis.