Trematon Capital Investments Limited (JSE:TMT)

Arnold Shapiro
Market Cap (AUD): 643.61M
Sector: Financials
Last Trade (AUD): 3 +0 (+0%)
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1. About

Trematon Capital Investments Limited (JSE:TMT) is an investment holding company that invests in assets and businesses which management believes are undervalued or where management can create value that has the potential to achieve Trematon's targeted internal rate of return. 

Trematon currently has five major investments:

Generation Education

Generation Education provides an innovative model for schooling that is more organic and pupil-focused than traditional schooling models. The curriculum is structured to enhance each child’s natural developmental patterns and talents in order to support the individual growth of each student. GenEd offers learning-rich environments equipped with multi-sensory materials, where knowledge is experienced as well as taught. Curiosity and exploration are encouraged, and the love of learning is actively nurtured. 

Aria Property Group

Aria Property Group is a Western Cape-focused commercial property investment company. It identifies and acquires underperforming institutional-grade real estate assets and adds value through focused tenant-driven redevelopment for long-term investments.

ASK Partners

ASK Partners is a UK-based real estate finance company with expert skills in real estate financing across the capital structure. ASK operates in the private equity and lending space and offers bespoke and flexible funding solutions to experienced residential and commercial property developers and asset managers. These funding solutions range from bridge lending to equity joint venture agreements.

Resi Investment Group

Resi Investment Group invests in residential apartments and housing units for rental and capital growth. Resi’s core focus is the investment in residential properties with stable and growing long-term rental income profiles, located in desirable residential locations with financially stable tenants. The bulk of Resi’s units are held for rental but there is also a trading component to the business which enables the group to optimise returns.

Club Mykonos

Club Mykonos is a Greek-themed, family-friendly holiday resort situated on the shores of the Langebaan lagoon, 1.5 hrs drive from Cape Town. The resort provides a variety of accommodation and entertainment and is becoming an increasingly popular destination for events and conferences. CML owns all of the development land and commercial assets within the Club Mykonos resort which includes the Club Mykonos Marina, the Boatyard storage facility, conference centre and restaurant premises. The restaurants are owned and operated by external restauranteurs.

2. Business model

3. Strategy

4. Markets

5. Competition

6. History

7. Team

8. Financials

9. Risk