Attacq Limited

Attacq Limited (ATT) in the portfolio for 3 years. The thesis hasn't changed.

ATT's trading at R1664 today with that modest 1.40% bump, but what interests me is how it's positioning relative to Growthpoint and Redefine on valuation metrics. Attacq's been leaner on the asset-heavy strategy compared to peers, focusing on mixed-use and office developments, wh

ATT pushing higher at R1656 feels disconnected from the structural headwinds facing SA retail property right now. The fund faces persistent tenant weakness and cap rate compression risks that aren't priced in at these multiples, particularly when we're late-cycle and defensive pl

ATT holding steady at R1638 despite the fractional decline, which is precisely what you'd expect from a diversified retail REIT with solid anchoring in its Menlyn Mall and Atterbury Village portfolios during a period of measured market repricing.

ATT down 1.24% today but still holding better than some of the other property stocks lately, hey. Maybe property is catching a break compared to those dodgy retail names we've been seeing?

Attacq's structural headwinds in the retail property space remain a concern, but I'm tracking their distribution yield and whether management can sustain payouts as they pivot toward mixed-use and logistics assets. The market's been pricing in weakness for years now, so any impro

Attacq down 1.45% to R1700 today, which isn't surprising given the structural headwinds in SA retail and office space. The real concern is whether their property valuations are holding up defensively enough, or if we're looking at embedded value impairment risk lurking in the nex

Topped up my Attacq position at R1697 on this dip because the logistics real estate fundamentals remain intact despite today's weakness, and with e-commerce tailwinds pushing demand for prime distribution nodes, patient capital gets rewarded when management executes on their port

ATT at R1771.00 — on my radar. Want one more red day before I pull the trigger.

Attacq Limited +0.6% today to R1771.00. Who's buying this move and who's selling?

ATT at R1714 is still wrestling with that property cycle headwind, but if they can stabilize the office portfolio while the retail side gains traction, there's genuine upside here. The dividend sustainability matters more than today's 0.59% pop though.

ATT down 2.6% to R1724 today - property REITs are getting hammered on rate pressure again. At these yields the dividend support is looking thinner unless they're cutting capex hard.

R1742 is oversold on that -1.58% dip. Their retail space recovery is real, and fund managers know it—this looks like panic selling into strength.

ATT down 1.81% to R1738 while Hyprop's been grinding higher this week—tells me the market's still picking winners in retail REITs. Attacq's exposure to that Kuramo deal is either a overhang or a setup, depending on your view.