||EPS - Basic
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Rightmove Share Discussion Threads
Showing 2276 to 2299 of 2300 messages
|Out this afternoon for 19% net of dealing charges.
Wish all my trades were as good!|
|Is that a new high I see before me?|
|Don't take the following statements and facts as company bashing, but reviewing Rightmove's long-term past performance.
Fact 1: During 2004 to 2015, net margins have improved from 20% to 57%, as advertising fees intake grew.
Fact 2: 120m+ unique visitors go to its website per month and gets to see 1.2m properties put up by 20k estate agents.
Fact 3: The company has returned £160m+ in dividends and bought back £500m worth of shares for cancellation since 2005.
Fact 4: However. revenue and earnings growth has averaged the "Mid-teens" for the past four years, but share price grew at a compound rate of 28% in the past years, therefore "outperforming" Rightmove's operating performances.
Fact 5: Zoopla, the competitor is building up its property list to 800k properties and has an opportunity to take market share.
For more facts: hxxp://walbrockresearch.com/rightmove-gained-1250-since-ipo-is-it-time-to-sell/
There is more of a chance for Rightmove's shares to decline by 40% to £23/share which will fairly value the business at 20 times' earnings. This will be a healthy correction for the company.
Remember the same thing happened to Next when it was valued at £80/share, now the shares stood at £50/share.
Disclosure: I don't own shares in Rightmove and the opinions are expressed as my views.|
|Nope 2% so far - like the general market|
|Seems to have had a large drop. Anyone know why?|
|Never held, watching though....
RMV vs. Basket of housebuilders?
None too sure.....|
|Took a decision to exit post the EU Referendum vote. However, this is still the gorilla in it's sector. Re-entry point anyone?|
|just one London agent has lost 40k in commission this week
(cancellation of eight sales) its the discounts on new builds that will give
an accurate picture, the docklands was a very small area affected in 87/94
average prices just 175k
so how are London BTL's going make mortgage re-payments on 500/700k+
"v" rent coming in, if there is no capitol appreciation to fall back on,
on the anticipation c/a was the whole purpose/basis of the investment,
wk-end press, brexit has created a gazunderers charter,
primeresi said, day before vote, blt is a ticking time-bomb sell off predicted
2018/19, up to date news on maskells site
the builders have bounced back post-brexit but two thirds of chains
are STARTED by BLT's, many of which are thinking of selling up, not jumping
in on inflated prices, the market could come to standstill
need government incentives ASAP but their hands are tied having just brought in stamp duty hike etc
27/7 seems crazy to buy in on this rise, of course the last 12 months are
the peak of the boom, the next few yrs will be different
brexit popped the bubble, brexit is going to hurt
|"Liberium reiterates BUY and 5000p target"
Good job no-one listened to Liberium then.|
|This is brutal!|
|Liberium reiterates BUY and 5000p target.|
|Thinking this stock may have hit a high. Only do so many shares you can buy back before eps starts looking iffy.|
|Estate agents prepare to move out of property portal OnTheMarket
Hundreds of estate agents have turned against the challenger property portal OnTheMarket a year after it launched, as they prepare to ditch the start-up following a row about fees.
|40 about to be breached - humph|
|Yep, close to a doubler now from purchase in December 2014. More to come imo.|
|New high - is that an inverse H&S I see before me - target 4600?|
|Assault on precinct 4200?|
|Zpla zoopla more attractive in my opinion, more potential growth plus more dividend for your money. Dividend is just over 12 times the amount here but share price is a lot more than 12 times.|
|1.3bn visits to the portal is a meaningless statistic - if every family in the UK visited that would represent 70 visits per family (and yes people moving to the UK will use it but not that many) - over one a week!
So the majority of visits are from a smaller number visiting multiple times (I look regularly to see what is happening in the area in which I live) and obviously those looking to buy and sell their houses who will be heavy temporary visitors.
Rightmove are the go-to site for property info and from a revenue perspective the key metrics are the number of agents and the number of properties they have on site as well as the ad rate they can charge.|
|Strong hold for me.
In line with the industry’s expectations, Rightmove has announced its results declaring a record performance by almost every measure.
There were a record 1.3 billion visits to the portal in 2015, a rise of 18 per cent or 200m over 2014.
A record 49.8m leads were generated for advertisers - mostly agents of course - compared with 42.8m the year before, representing a rise of 16 per cent.
Much of this extra business was down to the arrival of OnTheMarket; most of its member agents ‘dropped’; Zoopla making Rightmove the go-to portal for the house buying and renting public.
This morning Rightmove recognised that fact by issuing a statement saying “Rightmove is the only place where home-movers can search and research virtually the whole UK property market. This, along with Rightmove’s brand strength and culture of restless innovation, has helped to make the site even more compelling for both home-movers and customers.”
|Finals are OK - growth slowing, but that is to be expected|
|Finals on 26th according to m o n e y a.m|
|sp back to fair value,
a hold at least till results
Axa boss (on Europe last wk) London still the best for
commercial prop investment,
16/2 looking good today, considering rest of market might
tank a bit, through 36quid by end of wk?
no rate rise in site, so prop bubble keeps going
|They are now below where I bought them in the August temporary crash - pure luck that my remaining holding comes from selling enough at 4049 to cover the initial investment so I can forget about the rump.
I don't know what's going on here but it doesn't look very fragrant.|