Lighthouse Properties PLC

LTE up big but Real Estate sector lagging. Divergence worth paying attention to at R754.00.

LTE's modest 1.20% uptick to R759 reflects the sector's broader malaise, but it's worth noting that property stocks trading below NAV face structural headwinds that insurance embedded value analysis reveals quite starkly. Unlike Resilient or Redefine, which maintain distribution

Just threw R1500 at LTE today since it's up 1.20% and real estate seems like a lekker long-term play for a first-timer like me.

LTE up 1.31% today, that's lekker! Is this a good time to jump in or should I wait a bit longer?

Picked up more LTE at 766 rand today even though it dropped a bit, reckon property stocks always bounce back when interest rates settle down.

LTE R770.00 — range bound for weeks. Waiting for a catalyst.

Lighthouse Capital at R764.00 — price-to-book is starting to look interesting for a LTE entry.