BizNews share shootout - Chris Logan picks Zeder and Stor-age

Opportune Investments founder Chris Logan sheds light on his investment stock picks for 2022. Given the uncertain macroeconomic environment we find ourselves in, coupled with high valuations, Logan decided to go with two low-risk South African businesses. The one is PSG-controlled Zeder, an agriculture investment holding company, which is currently under cautionary announcement relating to possible disposals. The thesis behind the Zeder investment is that its share price is markedly lower than the net asset value of the business and Logan is hoping management will be able to unlock this value through corporate action. His second pick is niche real estate business, Stor-age. It’s been one of the few successful South African property companies, having successfully diversified into the UK. He says while neither investment will be a multi-bagger, he expects a safe return from both.  Learn more about your ad choices. Visit megaphone.fm/adchoices