Rmb Holdings Limited · JSE:RMH
Rmb — RMH — Shareholder Meeting (September 2021)
10 slides from Rmb's shareholder meeting presentation, Sep 15, 2021
Slide 1: RMH Annual General Meeting
RMH ANNUAL GENERAL MEETING 15 September 2021
Slide 2: Agenda
AGENDA 1 GENERAL MARKET COMMENTARY 2 PORTFOLIO DISCUSSION 3 Q&A 2
Slide 3: General market commentary and trading update
1 Section 1 General market commentary and trading update
Slide 4: General Market Commentary
GENERAL MARKET COMMENTARY SOUTHERN AFRICA CENTRAL AND EASTERN EUROPE • The South African property sector has faced numerous challenges over the last 3 Romania years. The compounding effects of the pandemic and the July 2021 protests has put immense pressure on the sector. • The Romanian economy has
Slide 5: RMH Trading Update
RMH TRADING UPDATE 250 300 Millions 250 200 Special dividend paid 200 150 150 100 100 50 50 0 0 Jun 20 Jul 20 Aug 20 Sep 20 Oct 20 Nov 20 Dec 20 Jan 21 Feb 21 Mar 21 Apr 21 May 21 Jun 21 Jul 21 Aug 21 Volume High High incl special dividend If we assume gross of the special dividend, RMH’s share pric
Slide 6: Portfolio discussion
2 Section 2 Portfolio discussion
Slide 7: Company Update: Atterbury Property Holdings and Atterbury Europe
COMPANY UPDATE ATTERBURY PROPERTY HOLDINGS ATTERBURY EUROPE • Operationally, the key performance indicators of the portfolio have • We remain cautiously optimistic that Europe is emerging from the worst shown good resilience when compared to the results of June 2020. of the pandemic induced lockdown
Slide 8: Company Update: Divercity and Integer Properties
COMPANY UPDATE DIVERCITY INTEGER PROPERTIES • Divercity’s residential portfolios were the most impacted by the • Integer Properties has entered a phase of realization, good progress pandemic. Vacancies were higher than anticipated and new has been made over the past 18 months in very difficult tradi
Slide 9: Q&A
Q&A
Slide 10: 15 September 2021
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